Portfolio Analysis

Portfolio Analyzer: Institutional + Congressional Signal Fusion

A Python tool that combines institutional quality analysis (via TickerTome API) with congressional insider trading data to rank portfolio holdings and identify high-conviction buy candidates.

Overview

This tool runs dual-signal analysis on your stock portfolio:

1. Institutional Signal: Quality scores and valuation grades (via TickerTome)
2. Congressional Signal: Insider buying activity from House & Senate stock watcher APIs

Both signals are weighted equally (50/50) to produce a combined score that ranks holdings and surfaces new opportunities.

Why This Works

• Congressional insider buying is real data: Members have informational advantages and must disclose trades
• Institutional metrics are quantifiable: Quality scores + valuation grades provide mathematical rigor
• Dual-signal reduces noise: Either metric alone can mislead; together they provide high-conviction signals

Features

✅ Ranks current holdings by combined institutional + congressional score ✅ Identifies holdings to review/sell based on weak signals ✅ Discovers new buy candidates (5+ congressional buys + strong institutional metrics) ✅ Generates detailed reports with scoring methodology ✅ Maintains state between runs for trend analysis ✅ Graceful API degradation (if one source fails, continues with the other)

Quick Start

1. Clone & Setup

git clone https://github.com/yourusername/portfolio-analyzer.git
cd portfolio-analyzer
python3 -m venv venv
source venv/bin/activate
pip install -r requirements.txt

2. Configure

Copy the template config:

cp config.example.json config.json

Edit `config.json` with your TickerTome API key and portfolio tickers:

{
  "api_keys": {
    "tickertome": "YOUR_API_KEY_HERE"
  },
  "default_portfolio": ["AAPL", "MSFT", "NVDA", "SPY"],
  "refresh_frequency_hours": 24,
  "congressional_lookback_days": 90
}

3. Run

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