Stratify
Strategy mandates

Pelosi Tracker

docs/compliance/strategy-playbooks/pelosi-tracker-plus.md

Source updated 03. Aug. 2026

Pelosi Tracker — strategy playbook

Mandate ID: pelosi-tracker-plus Benchmark: S&P 500 Autopilot analog: Join Autopilot portfolio 8735

Data sources

SourceRefreshLagLicense
US House Clerk PTR PDFsOn event (daily poll)Up to 45 days (STOCK Act)Public
Capitol API / Quiver politician trades (optional)On eventSameAPI ToS

Approved universe

  • US-listed equities from disclosed PTR transactions
  • Long-only in target portfolio (sales remove symbols)
  • No derivatives

Marketing / naming

  • Literal US politician name — counsel gate before EEA retail marketing
  • Disclose STOCK Act lag prominently

Signalgeber classification (draft)

  • Research publication; event-driven target weights, not individualized advice
  • Open question: politician-name product in EEA newsletter context

Disclaimer block

Research publication. Keine Anlageberatung. Zielgewichte basieren auf öffentlichen PTR-Filings, nicht auf Echtzeit-Trades.