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7 Commits

Author SHA1 Message Date
ilia
8ba9d7ffdd Add watchlist system and pre-market trading reports 
New Features:
- Watchlist system for tracking specific Congress members
- Trading report generation with multiple formats
- Pre-market-close automated updates (3 PM)

New Scripts:
- scripts/fetch_congress_members.py: Manage watchlist
  * 29 known active traders (curated list)
  * Optional ProPublica API integration (all 535 members)
  * Create/view/manage watchlist

- scripts/generate_trading_report.py: Generate trading reports
  * Filter by watchlist or show all
  * Multiple formats: text, HTML, JSON
  * Summary statistics (buys/sells, top tickers)
  * Color-coded output (🟢 BUY, 🔴 SELL)

- scripts/pre_market_close_update.sh: 3 PM automation
  * Quick fetch of latest trades
  * Enrichment of new securities
  * Generate and display report
  * Saves to reports/ directory

Documentation:
- WATCHLIST_GUIDE.md: Complete guide
  * List of 29 known active traders
  * How to create/customize watchlist
  * Schedule options (pre-market, post-market)
  * Email setup (optional)
  * FAQ and examples

Known Active Traders Include:
Senate: Tuberville, Rand Paul, Mark Warner, Rick Scott
House: Pelosi, Crenshaw, MTG, Gottheimer, Brian Higgins

Use Cases:
✅ Daily reports at 3 PM (1 hour before close)
✅ See what Congress bought/sold recently
✅ Track specific members you care about
✅ Export to HTML/JSON for further analysis
 2025-12-15 15:00:42 -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
44ddd88879 Complete fix: Replace all sudo commands with su for LXC compatibility 
- Replace 'sudo -u' with 'su -' throughout the script
- Works perfectly in LXC containers running as root (no sudo installed)
- Also works on regular VMs/servers where sudo is available
- Fixes all remaining: sudo: command not found errors
 2025-12-14 21:05:35 -05:00
ilia
9bb39c9913 Fix proxmox_setup.sh to work when running as root in LXC 
- Detect if running as root and use 'su' instead of 'sudo' for postgres
- Fixes: sudo: command not found error in LXC containers
 2025-12-14 21:01:30 -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