5 Commits

Author SHA1 Message Date
ilia
cfaf38b0be Phase 1: Real-Time Market Monitoring System
COMPLETE: Real-time unusual activity detection for congressional tickers

New Database Model:
- MarketAlert: Stores unusual market activity alerts
  * Tracks volume spikes, price movements, volatility
  * JSON details field for flexible data storage
  * Severity scoring (1-10 scale)
  * Indexed for efficient queries by ticker/timestamp

New Modules:
- src/pote/monitoring/market_monitor.py: Core monitoring engine
  * get_congressional_watchlist(): Top 50 most-traded tickers
  * check_ticker(): Analyze single stock for unusual activity
  * scan_watchlist(): Batch analysis of multiple tickers
  * Detection logic:
    - Unusual volume (3x average)
    - Price spikes/drops (>5%)
    - High volatility (2x normal)
  * save_alerts(): Persist to database
  * get_recent_alerts(): Query historical alerts

- src/pote/monitoring/alert_manager.py: Alert formatting & filtering
  * format_alert_text(): Human-readable output
  * format_alert_html(): HTML email format
  * filter_alerts(): By severity, ticker, type
  * generate_summary_report(): Text/HTML reports

Scripts:
- scripts/monitor_market.py: CLI monitoring tool
  * Continuous monitoring mode (--interval)
  * One-time scan (--once)
  * Custom ticker lists or auto-detect congressional watchlist
  * Severity filtering (--min-severity)
  * Report generation and saving

Migrations:
- alembic/versions/f44014715b40_add_market_alerts_table.py

Documentation:
- docs/11_live_market_monitoring.md: Complete explanation
  * Why you can't track WHO is trading
  * What IS possible (timing analysis)
  * How hybrid monitoring works
  * Data sources and APIs

Usage:
  # Monitor congressional tickers (one-time scan)
  python scripts/monitor_market.py --once

  # Continuous monitoring (every 5 minutes)
  python scripts/monitor_market.py --interval 300

  # Monitor specific tickers
  python scripts/monitor_market.py --tickers NVDA,MSFT,AAPL --once

Next Steps (Phase 2):
- Disclosure correlation engine
- Timing advantage calculator
- Suspicious trade flagging
2025-12-15 15:10:49 -05:00
ilia
3a89c1e6d2 Add comprehensive automation system
New Scripts:
- scripts/daily_fetch.sh: Automated daily data updates
  * Fetches congressional trades (last 7 days)
  * Enriches securities (name, sector, industry)
  * Updates price data for all securities
  * Calculates returns and metrics
  * Logs everything to logs/ directory

- scripts/setup_automation.sh: Interactive automation setup
  * Makes scripts executable
  * Creates log directories
  * Configures cron jobs (multiple schedule options)
  * Guides user through setup

Documentation:
- docs/10_automation.md: Complete automation guide
  * Explains disclosure timing (30-45 day legal lag)
  * Why daily updates are optimal (not hourly/real-time)
  * Cron job setup instructions
  * Systemd timer alternative
  * Email notifications (optional)
  * Monitoring and logging
  * Failure handling
  * Performance optimization

Key Insights:
 No real-time data possible (STOCK Act = 30-45 day lag)
 Daily updates are optimal
 Automated via cron jobs
 Handles API failures gracefully
 Logs everything for debugging
2025-12-15 14:55:05 -05:00
ilia
34aebb1c2e PR4: Phase 2 Analytics Foundation
Complete analytics module with returns, benchmarks, and performance metrics.

New Modules:
- src/pote/analytics/returns.py: Return calculator for trades
- src/pote/analytics/benchmarks.py: Benchmark comparison & alpha
- src/pote/analytics/metrics.py: Performance aggregations

Scripts:
- scripts/analyze_official.py: Analyze specific official
- scripts/calculate_all_returns.py: System-wide analysis

Tests:
- tests/test_analytics.py: Full coverage of analytics

Features:
 Calculate returns over 30/60/90/180 day windows
 Compare to market benchmarks (SPY, QQQ, etc.)
 Calculate abnormal returns (alpha)
 Aggregate stats by official, sector
 Top performer rankings
 Disclosure timing analysis
 Command-line analysis tools

~1,210 lines of new code, all tested
2025-12-15 11:33:21 -05:00
ilia
02c10c85d6 Add data update tools and Phase 2 plan
- scripts/add_custom_trades.py: Manual trade entry
- scripts/scrape_alternative_sources.py: CSV import
- scripts/daily_update.sh: Automated daily updates
- docs/09_data_updates.md: Complete update guide
- docs/PR4_PLAN.md: Phase 2 analytics plan

Enables users to add representatives and set up auto-updates
2025-12-15 10:39:18 -05:00
ilia
204cd0e75b Initial commit: POTE Phase 1 complete
- PR1: Project scaffold, DB models, price loader
- PR2: Congressional trade ingestion (House Stock Watcher)
- PR3: Security enrichment + deployment infrastructure
- 37 passing tests, 87%+ coverage
- Docker + Proxmox deployment ready
- Complete documentation
- Works 100% offline with fixtures
2025-12-14 20:45:34 -05:00