# POTE Watchlist & Trading Reports ## 🎯 Get Trading Reports 1 Hour Before Market Close ### Quick Setup ```bash # 1. Create watchlist of officials to monitor python scripts/fetch_congress_members.py --create # 2. Setup cron job for 3 PM ET (1 hour before close) crontab -e # Add this line: 0 15 * * 1-5 /home/poteapp/pote/scripts/pre_market_close_update.sh # Save and exit ``` **What happens at 3 PM daily:** 1. Fetches latest trade disclosures 2. Enriches new securities 3. **Generates report** showing what was bought/sold 4. Saves to `reports/trading_report_YYYYMMDD.txt` --- ## 📋 Watchlist System ### Who's on the Default Watchlist? **29 known active traders** based on 2023-2024 public reporting: **Top Senate Traders:** - Tommy Tuberville (R-AL) - Very active trader - Rand Paul (R-KY) - Consistent activity - Mark Warner (D-VA) - Tech sector focus - Rick Scott (R-FL) - High volume **Top House Traders:** - Nancy Pelosi (D-CA) - Tech stocks, options - Dan Crenshaw (R-TX) - Energy, defense - Marjorie Taylor Greene (R-GA) - Various sectors - Josh Gottheimer (D-NJ) - Financial services - Brian Higgins (D-NY) - High frequency [See full list: `python scripts/fetch_congress_members.py`] --- ## 🔧 Managing Your Watchlist ### View Current Watchlist ```bash python scripts/fetch_congress_members.py --list ``` ### Create/Reset Watchlist ```bash python scripts/fetch_congress_members.py --create ``` Creates `config/watchlist.json` with default 29 active traders. ### Customize Watchlist Edit `config/watchlist.json`: ```json [ { "name": "Nancy Pelosi", "chamber": "House", "party": "Democrat", "state": "CA" }, { "name": "Tommy Tuberville", "chamber": "Senate", "party": "Republican", "state": "AL" } ] ``` **Add anyone you want to track!** ### Get ALL Members (Not Just Active Traders) ```bash # 1. Get free API key from ProPublica: # https://www.propublica.org/datastore/api/propublica-congress-api # 2. Edit scripts/fetch_congress_members.py # Add your API key # 3. Run: python scripts/fetch_congress_members.py --propublica ``` This fetches all 535 members of Congress (100 Senate + 435 House). --- ## 📊 Generating Reports ### Manual Report Generation ```bash # Report from last 7 days (watchlist only) python scripts/generate_trading_report.py --days 7 --watchlist-only # Report from last 30 days (all officials) python scripts/generate_trading_report.py --days 30 # Save to file python scripts/generate_trading_report.py --output report.txt # HTML format (for email) python scripts/generate_trading_report.py --format html --output report.html # JSON format (for programmatic use) python scripts/generate_trading_report.py --format json --output report.json ``` ### Example Report Output ``` ================================================================================ CONGRESSIONAL TRADING REPORT 5 New Trades Generated: 2024-12-15 ================================================================================ ──────────────────────────────────────────────────────────────────────────────── 👤 Nancy Pelosi (D-CA, House) ──────────────────────────────────────────────────────────────────────────────── Side Ticker Company Sector Value Trade Date Filed -------- ------ -------------------------- ---------- ------------------- ---------- ---------- 🟢 BUY NVDA NVIDIA Corporation Technology $15,001 - $50,000 2024-11-15 2024-12-01 🔴 SELL MSFT Microsoft Corporation Technology $50,001 - $100,000 2024-11-20 2024-12-01 ──────────────────────────────────────────────────────────────────────────────── 👤 Tommy Tuberville (R-AL, Senate) ──────────────────────────────────────────────────────────────────────────────── Side Ticker Company Sector Value Trade Date Filed -------- ------ -------------------------- ---------- ------------------- ---------- ---------- 🟢 BUY SPY SPDR S&P 500 ETF Financial $100,001 - $250,000 2024-11-18 2024-12-02 🟢 BUY AAPL Apple Inc. Technology $50,001 - $100,000 2024-11-22 2024-12-02 🔴 SELL TSLA Tesla, Inc. Automotive $15,001 - $50,000 2024-11-25 2024-12-02 ================================================================================ 📊 SUMMARY ================================================================================ Total Trades: 5 Buys: 3 Sells: 2 Unique Officials: 2 Unique Tickers: 5 Top Tickers: NVDA - 1 trades MSFT - 1 trades SPY - 1 trades AAPL - 1 trades TSLA - 1 trades ================================================================================ ``` --- ## ⏰ Automated Schedule Options ### Option 1: Pre-Market Close (3 PM ET) - Recommended ```bash crontab -e # Add: 0 15 * * 1-5 /home/poteapp/pote/scripts/pre_market_close_update.sh ``` **Why 3 PM?** - 1 hour before market close (4 PM ET) - Time to review report and make decisions - Disclosures often appear during business hours - Weekdays only (no weekends) ### Option 2: Pre-Market Open (8 AM ET) ```bash crontab -e # Add: 0 8 * * 1-5 /home/poteapp/pote/scripts/pre_market_close_update.sh ``` **Why 8 AM?** - 30 minutes before market opens (9:30 AM ET) - Catch overnight filings - Review before trading day ### Option 3: After Market Close (5 PM ET) ```bash crontab -e # Add: 0 17 * * 1-5 /home/poteapp/pote/scripts/pre_market_close_update.sh ``` **Why 5 PM?** - After market closes - No trading pressure - Full day of potential filings captured ### Option 4: Multiple Times Per Day ```bash crontab -e # Add: 0 8,15 * * 1-5 /home/poteapp/pote/scripts/pre_market_close_update.sh ``` Runs at 8 AM and 3 PM daily (weekdays). --- ## 📧 Email Reports (Optional) ### Setup Email Notifications Edit `scripts/pre_market_close_update.sh`, add at the end: ```bash # Send email with report if [ -f "$REPORT_FILE" ]; then mail -s "POTE Trading Report $(date +%Y-%m-%d)" \ your-email@example.com < "$REPORT_FILE" fi ``` **Requires:** ```bash sudo apt install mailutils # Configure SMTP settings in /etc/postfix/main.cf ``` ### HTML Email Reports ```bash python scripts/generate_trading_report.py \ --format html \ --output /tmp/report.html # Send HTML email python scripts/send_email.py /tmp/report.html your-email@example.com ``` --- ## 🎯 Typical Workflow ### Daily Routine (3 PM ET) 1. **Automated run at 3 PM** - Script fetches latest disclosures - Generates report 2. **You receive report showing:** - What was bought/sold - By whom - When (transaction date) - Value ranges 3. **You review and decide:** - Research the stocks mentioned - Consider your own investment strategy - **Remember: 30-45 day lag** (old trades) 4. **Important:** - This is for research/transparency - Not investment advice - Trades are 30-45 days old by law --- ## 🔍 Finding More Officials ### Public Resources **High-Volume Traders:** - https://housestockwatcher.com/ - https://senatestockwatcher.com/ - https://www.capitoltrades.com/ **Official Sources:** - House Clerk: https://disclosures.house.gov/ - Senate: https://efdsearch.senate.gov/ **News Coverage:** - "Unusual Whales" on Twitter/X - Financial news sites - ProPublica investigations ### Research Specific Committees Members of certain committees tend to trade more: **Senate:** - Banking Committee (financial regulations) - Armed Services (defense contracts) - Energy Committee (energy stocks) **House:** - Financial Services - Energy and Commerce - Armed Services Add committee members to your watchlist. --- ## 📈 Example Cron Setup ```bash # Edit crontab crontab -e # Add these lines: # Pre-market report (8 AM ET weekdays) 0 8 * * 1-5 /home/poteapp/pote/scripts/pre_market_close_update.sh # Weekly full update (Sunday night) 0 0 * * 0 /home/poteapp/pote/scripts/daily_fetch.sh # Save and exit ``` This gives you: - Daily reports at 8 AM (weekdays) - Weekly full system update (prices, analytics) --- ## 🚀 Quick Start Summary ```bash # 1. Create watchlist python scripts/fetch_congress_members.py --create # 2. Test report generation python scripts/generate_trading_report.py --days 7 --watchlist-only # 3. Setup automation (3 PM daily) crontab -e # Add: 0 15 * * 1-5 /home/poteapp/pote/scripts/pre_market_close_update.sh # 4. Check logs tail -f logs/pre_market_*.log # 5. View reports cat reports/trading_report_$(date +%Y%m%d).txt ``` --- ## ❓ FAQ **Q: Why are all the trades old (30-45 days)?** **A:** Federal law (STOCK Act) gives Congress 30-45 days to file. This is normal. **Q: Can I track specific senators/representatives?** **A:** Yes! Edit `config/watchlist.json` and add anyone. **Q: Where's the full list of Congress members?** **A:** Use `--propublica` option with a free API key to get all 535 members. **Q: Can I get alerts for specific stocks?** **A:** Yes! Modify `generate_trading_report.py` to filter by ticker. **Q: What if House Stock Watcher is down?** **A:** Reports will show existing data. Use CSV import for new data manually. **Q: Can I track past trades?** **A:** Yes! Adjust `--days` parameter: `--days 365` for full year. --- **Ready to start tracking?** ```bash python scripts/fetch_congress_members.py --create python scripts/generate_trading_report.py --watchlist-only ```