---
name: marketpilot-disclosures
description: "Index public U.S. House Periodic Transaction Reports and explain disclosure lag, transaction ranges and source limitations."
---

# MarketPilot AI Public Disclosures Tracker

## Workflow
1. Require the member name or an all-members request and a report year.
2. Run `marketpilot disclosures index --year <YEAR> --member <NAME>` or `marketpilot disclosures new --year <YEAR> --member <NAME>`.
3. Return each document ID, member label, filing date, filing URL and report type. Label the output as an index, not extracted transaction data.
4. To fetch a particular report, use `marketpilot disclosures fetch --year <YEAR> --doc-id <DOC_ID>`. If `pdftotext` is installed, `--parse-text` preserves raw text and extracts only clear date/amount-range candidates; every row remains unverified until matched to the original PDF.
5. Present amount bands exactly as ranges. Do not replace a range with its midpoint or claim an exact dollar amount.
6. State the difference between trade date and filing date whenever available. Congressional disclosures can be weeks late; a disclosure is historical public information, not inside information.

## Guardrails
- Never imply a member has inside information or that copying a disclosure creates an edge.
- Never transform a disclosure into a trade recommendation.
- Never automate Senate site agreements, logins, or access controls. Senate filings require the user to retrieve and provide the relevant public record.
- Never infer that the named member personally executed a trade if the report identifies a spouse, joint owner or dependent.
- Verify every extracted transaction against the source PDF before summarizing it.