Pelosi Tracker

Thesis

Follows Nancy Pelosi's disclosed stock buys with stock perpetuals, sized by how much she bought, and sells a stock once she sells all of it.

Strategy

• What it holds: Every stock she bought with new money (shares or call options) in the last 365 days, read from each new House filing every 6 hours. • Sizing: Weights follow the dollars she disclosed, call options at the premium paid, capped at 35% a stock; positions resize only 15% off target. • Exits: Sells a stock when she discloses selling all of it or her last buy ages out; gifts, donations and option exercises are ignored.

Exposure

• Holds: Stock perpetual longs — Long positions in the stocks she bought, such as BE, INTC and UBER, plus your USDC on Hyperliquid. • Venue: Hyperliquid stock perps — Trade[XYZ] first, else another Hyperliquid stock dex; stocks no perpetual lists are skipped and named in the log. • Leverage: 1x, isolated at 2x — Total size is 1x your session by default (up to 3x); each position is isolated at one more than that. • Costs: Fees and funding — Hyperliquid trading fees on each trade and hourly funding while holding. • Data: House Clerk, Circuit — Pelosi's filings from disclosures-clerk.house.gov, which arrive up to 45 days after she trades; markets from Circuit. • On unwind: USDC on Hyperliquid — Stopping leaves the positions open; closing them returns USDC to your Hyperliquid account.