34aebb1c2e
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
148 lines
4.1 KiB
Python
Executable File
148 lines
4.1 KiB
Python
Executable File
#!/usr/bin/env python3
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"""
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Manually add trades for specific representatives.
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Useful when you want to track specific officials or add data from other sources.
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"""
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import logging
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from datetime import datetime, timezone
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from decimal import Decimal
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from pote.db import get_session
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from pote.db.models import Official, Security, Trade
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logging.basicConfig(level=logging.INFO)
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logger = logging.getLogger(__name__)
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def add_trade(
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session,
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official_name: str,
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party: str,
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chamber: str,
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state: str,
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ticker: str,
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company_name: str,
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side: str,
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value_min: float,
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value_max: float,
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transaction_date: str, # YYYY-MM-DD
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disclosure_date: str | None = None,
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):
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"""Add a single trade to the database."""
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# Get or create official
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official = session.query(Official).filter_by(name=official_name).first()
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if not official:
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official = Official(
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name=official_name,
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party=party,
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chamber=chamber,
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state=state,
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)
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session.add(official)
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session.flush()
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logger.info(f"Created official: {official_name}")
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# Get or create security
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security = session.query(Security).filter_by(ticker=ticker).first()
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if not security:
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security = Security(ticker=ticker, name=company_name)
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session.add(security)
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session.flush()
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logger.info(f"Created security: {ticker}")
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# Create trade
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trade = Trade(
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official_id=official.id,
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security_id=security.id,
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source="manual",
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transaction_date=datetime.strptime(transaction_date, "%Y-%m-%d").date(),
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filing_date=datetime.strptime(disclosure_date, "%Y-%m-%d").date() if disclosure_date else None,
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side=side,
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value_min=Decimal(str(value_min)),
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value_max=Decimal(str(value_max)),
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)
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session.add(trade)
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logger.info(f"Added trade: {official_name} {side} {ticker}")
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return trade
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def main():
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"""Example: Add some trades manually."""
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with next(get_session()) as session:
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# Example: Add trades for Elizabeth Warren
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logger.info("Adding trades for Elizabeth Warren...")
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add_trade(
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session,
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official_name="Elizabeth Warren",
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party="Democrat",
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chamber="Senate",
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state="MA",
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ticker="AMZN",
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company_name="Amazon.com Inc.",
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side="sell",
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value_min=15001,
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value_max=50000,
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transaction_date="2024-11-15",
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disclosure_date="2024-12-01",
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)
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add_trade(
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session,
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official_name="Elizabeth Warren",
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party="Democrat",
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chamber="Senate",
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state="MA",
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ticker="META",
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company_name="Meta Platforms Inc.",
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side="sell",
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value_min=50001,
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value_max=100000,
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transaction_date="2024-11-20",
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disclosure_date="2024-12-05",
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)
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# Example: Add trades for Mitt Romney
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logger.info("Adding trades for Mitt Romney...")
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add_trade(
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session,
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official_name="Mitt Romney",
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party="Republican",
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chamber="Senate",
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state="UT",
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ticker="BRK.B",
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company_name="Berkshire Hathaway Inc.",
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side="buy",
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value_min=100001,
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value_max=250000,
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transaction_date="2024-10-01",
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disclosure_date="2024-10-15",
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)
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session.commit()
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logger.info("✅ All trades added successfully!")
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# Show summary
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from sqlalchemy import text
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result = session.execute(text("""
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SELECT o.name, COUNT(t.id) as trade_count
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FROM officials o
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LEFT JOIN trades t ON o.id = t.official_id
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GROUP BY o.name
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ORDER BY trade_count DESC
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"""))
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print("\n=== Officials Summary ===")
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for row in result:
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print(f" {row[0]:25s} - {row[1]} trades")
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if __name__ == "__main__":
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main()
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