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Congressional Trade Research to Four Portfolio Drafts

NexusTrade screens a September congressional-disclosure cohort, identifies stronger and more consistent historical performers, then creates four inactive $100,000 portfolio variants using Stock Screener and Generate Portfolios, without Run Compute.

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User

Of all members of Congress who traded in September 2026, who made the most money in 2024, 2025, 2026, and from 2024 through today, and create several portfolio variants based on the most consistently strong politicians.

Aurora

  1. Stock Screener — Rank all members of Congress whose transactions became first publicly available in September 2026, using the existing congressional-trades history through September 21, 2026. Report each politician's performance separately for 2024, 2025, 2026, and the full period from January 1, 2024 through today, with the sample sizes, availability-safe timing, and a consistency measure across those periods. Use transaction dates only as a separately labeled hindsight view, not as the primary cohort definition.
  2. Generate Portfolios — Create several independent portfolio variants based on the consistently strongest politicians identified in step 1, preserving the congressional-disclosure signal and point-in-time availability. Include clearly labeled variants for the strongest overall consistency, strongest recent performance, and a diversified group of consistently strong members; do not freeze today's politician roster into a historical backtest universe, and do not deploy or place trades.
  3. finalAnswer — Identify who ranked first under each requested period and the consistency rule, summarize the portfolio variants and their assumptions, and state any data-coverage or September-2026 partial-year limitations.

User

Stock Screener: Rank all members of Congress whose transactions first became publicly available in September 2026 (firstAvailableAt in 2026-09-01 to 2026-09-21) using the existing congressional-trades history through September 21, 2026. For each politician in that September-2026 available cohort, report performance separately for calendar 2024, calendar 2025, year-to-date 2026, and the full period January 1, 2024 through September 21, 2026, with trade counts/sample sizes per period, availability-safe timing (use firstAvailableAt / disclosure availability, not transactionDate, for the primary cohort and timing), and a consistency measure across the 2024/2025/2026 periods. Include a separately labeled hindsight view using transactionDate for reference only. Identify who made the most money in each of 2024, 2025, 2026, and 2024-through-today under the primary availability-safe definition.

Aurora

I apologize. I couldn't build a working query for this request. To resolve this, please try one of the following:

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User

Stock Screener: List members of Congress with at least one purchase disclosure first available in September 2026, firstAvailableAt from 2026-09-01 to 2026-09-21. For each politician show total purchase count and average return from disclosure-date closing price to September 21 2026 closing price. Include separate counts for disclosures first available in 2024, 2025, and 2026 year-to-date. Order by average return descending, limit 20.

Aurora

Results

Politician Trade Count N 2024 N 2025 N 2026 Ytd Avg Return Pct Avg Spy Return Pct Avg Excess Vs Spy Pct
Josh Gottheimer 394.00 209.00 136.00 49.00 23.32 31.11 -7.79
Rohit Khanna 5,918 2,110 2,082 1,726 20.69 24.68 -4.00
Tony Wied 32.00 0.00 14.00 18.00 20.68 16.60 4.08
Cleo Fields 219.00 0.00 192.00 27.00 20.63 16.68 3.95
Gilbert Cisneros 858.00 0.00 383.00 475.00 15.51 12.64 2.87
Thomas H. Kean 64.00 12.00 34.00 18.00 13.86 21.74 -7.88
John Boozman 204.00 38.00 86.00 80.00 12.98 19.34 -6.35
Brandon Gill 9.00 0.00 8.00 1.00 11.32 19.17 -7.86
Scott Scott Franklin 47.00 0.00 47.00 0.00 10.45 23.47 -13.02
Lloyd Doggett 59.00 24.00 17.00 18.00 9.21 28.53 -19.32
David J. Taylor 126.00 0.00 45.00 81.00 7.17 12.81 -5.64
Byron Donalds 200.00 117.00 62.00 21.00 6.85 25.93 -19.08
Michael Rulli 15.00 0.00 0.00 15.00 2.20 -1.44 3.64
Maria Elvira Salazar 66.00 5.00 0.00 61.00 0.73 6.89 -6.16
April McClain Delaney 229.00 0.00 87.00 142.00 -2.76 13.92 -16.68
John J Mr McGuire 2.00 0.00 0.00 2.00 -11.20 -1.25 -9.95
RICHARD BLUMENTHAL 2.00 1.00 0.00 1.00 -34.97 19.94 -54.92

This screening covers 17 politicians ranked by average return, with data current through 2026-09-18's close — not live intraday prices.

The highest average return in the set was 23.32% and the lowest was -34.97%, per the authoritative summary. Josh Gottheimer led on absolute return at 23.32% across 394 trades, but trailed SPY at 31.11% for an excess of -7.79%. The most active trader by far was Rohit Khanna with 5,918 trades averaging 20.69% vs 24.68% for SPY. Only a few names beat SPY on average: Tony Wied at 20.68% (+4.08% excess), Cleo Fields at 20.63% (+3.95% excess), Gilbert Cisneros at 15.51% (+2.87% excess), and Michael Rulli at 2.20% (+3.64% excess). At the bottom, RICHARD BLUMENTHAL averaged -34.97% vs 19.94% for SPY across just 2 trades.

This is an AI-generated summary and may be inaccurate — please verify key figures against a live source before making decisions.

Data as of 2026-09-18's close (last completed session) — not live intraday.

User

Generate Portfolios: Create 4 independent equity portfolios with $100,000 initial capital each, all driven by named politicians' disclosed PURCHASES with point-in-time availability-safe timing. Use firstAvailableAt disclosure availability for eligibility and entry timing, never transactionDate hindsight. Universe must be dynamic point-in-time (ALL_US_STOCKS filtered at each rebalance by recent qualifying disclosures), do NOT freeze today's politician roster into a fixed SPECIFIC_ASSETS list for historical trading. Exclude options and option-disclosure signals.

  1. Consistency Leaders - Gottheimer plus Khanna: follow disclosed purchases of Josh Gottheimer and Rohit Khanna only. These are the two highest full-period average returns with large multi-year samples present in 2024, 2025, and 2026 year-to-date (Gottheimer 394 trades 209/136/49 avg 23.32%, Khanna 5918 trades 2110/2082/1726 avg 20.69%). Activity-weighted entries on new disclosures, monthly rebalance.

  2. Recent Strength - Wied Fields Cisneros: follow disclosed purchases of Tony Wied, Cleo Fields, and Gilbert Cisneros only. These are the September-2026 cohort members with positive excess vs SPY (Wied 20.68% avg +4.08 excess 0/14/18 trades, Fields 20.63% avg +3.95 excess 0/192/27, Cisneros 15.51% avg +2.87 excess 0/383/475). Monthly rebalance, equal-weight across qualifying recent disclosures.

  3. Diversified Consistent Group: follow disclosed purchases of Josh Gottheimer, Rohit Khanna, Tony Wied, Cleo Fields, Gilbert Cisneros, Thomas H. Kean, and John Boozman. Kean (64 trades 12/34/18) and Boozman (204 trades 38/86/80) add multi-year presence. Cap any single name at 20 percent of portfolio via perNameAllocation, monthly rebalance, signal-weighted by disclosed purchase activity.

  4. Conservative Magnitude Combined: same diversified politician set as variant 3 but weight positions by conservative disclosed amount lower-bound dampened, plus require price above 100-day SMA quality filter at entry. Monthly rebalance.

Do not deploy, do not place orders, do not add LaunchAgent or scheduled polling. Label assumptions and note September 2026 partial-year coverage through September 18 close.

Aurora

Error executing action: Error sending message with id 6ab14da165491087f7e3433c: Stream idle for >20000ms (no token received)

User

Generate Portfolios: Create 4 independent equity portfolios with $100,000 initial capital each following disclosed PURCHASES with point-in-time availability. Use disclosure availability for timing, never transaction-date hindsight. Use a dynamic point-in-time universe filtered at each rebalance by recent qualifying disclosures, do NOT freeze a fixed ticker list. Exclude options and option disclosures. Monthly rebalance. 1. Consistency Leaders: follow Josh Gottheimer and Rohit Khanna purchases only, activity-weighted. 2. Recent Strength: follow Tony Wied, Cleo Fields, Gilbert Cisneros purchases only, equal-weight. 3. Diversified Consistent Group: follow Gottheimer, Khanna, Wied, Fields, Cisneros, Thomas H. Kean, John Boozman, signal-weighted with perNameAllocation 20 percent cap. 4. Conservative Magnitude Combined: same 7-politician set as 3 but weight by dampened disclosed lower-bound amount and require price above 100-day SMA at entry. Do not deploy, do not place orders, no LaunchAgent. Label assumptions and September 2026 partial-year coverage through September 18 close.

Aurora

Created 4 portfolios.

  • Consistency Leaders — Gottheimer and Khanna Purchases: portfolioId=6ab14ded4d0172d27bfbe56c; strategies=Dynamic rebalance US stocks weighted by Asset Congressional BuyCount (30d, Josh Gottheimer) + Asset Congressional BuyCount (30d, Rohit Khanna), filter (Asset Congressional BuyCount (30d, Josh Gottheimer) + Asset Congressional BuyCount (30d, Rohit Khanna) > Constant 0), max 50 assets when Position market value (all positions) = Constant 0 or # of Days Since the Last Filled Buy Order ≥ Constant 30
  • Recent Strength — Wied Fields and Cisneros Purchases: portfolioId=6ab14dee4d0172d27bfbe56d; strategies=Dynamic rebalance US stocks weighted by Constant 1, filter (Asset Congressional BuyCount (30d, Tony Wied) + Asset Congressional BuyCount (30d, Cleo Fields) + Asset Congressional BuyCount (30d, Gilbert Cisneros) > Constant 0), max 50 assets when Position market value (all positions) = Constant 0 or # of Days Since the Last Filled Buy Order ≥ Constant 30
  • Diversified Consistent Group — Congressional Purchases: portfolioId=6ab14dee4d0172d27bfbe56f; strategies=Dynamic rebalance US stocks weighted by Asset Congressional BuyCount (30d, Josh Gottheimer) + Asset Congressional BuyCount (30d, Rohit Khanna) + Asset Congressional BuyCount (30d, Tony Wied) + Asset Congressional BuyCount (30d, Cleo Fields) + Asset Congressional BuyCount (30d, Gilbert Cisneros) + Asset Congressional BuyCount (30d, Thomas H. Kean) + Asset Congressional BuyCount (30d, John Boozman), filter (Asset Congressional BuyCount (30d, Josh Gottheimer) + Asset Congressional BuyCount (30d, Rohit Khanna) + Asset Congressional BuyCount (30d, Tony Wied) + Asset Congressional BuyCount (30d, Cleo Fields) + Asset Congressional BuyCount (30d, Gilbert Cisneros) + Asset Congressional BuyCount (30d, Thomas H. Kean) + Asset Congressional BuyCount (30d, John Boozman) > Constant 0), max 50 assets, max 20% per name when Position market value (all positions) = Constant 0 or # of Days Since the Last Filled Buy Order ≥ Constant 30
  • Conservative Magnitude Combined — Quality-Gated Congressional Purchases: portfolioId=6ab14dee4d0172d27bfbe571; strategies=Dynamic rebalance US stocks weighted by √(Asset Congressional BuyAmount (30d, Josh Gottheimer) + Asset Congressional BuyAmount (30d, Rohit Khanna) + Asset Congressional BuyAmount (30d, Tony Wied) + Asset Congressional BuyAmount (30d, Cleo Fields) + Asset Congressional BuyAmount (30d, Gilbert Cisneros) + Asset Congressional BuyAmount (30d, Thomas H. Kean) + Asset Congressional BuyAmount (30d, John Boozman)), filter (Asset Congressional BuyAmount (30d, Josh Gottheimer) + Asset Congressional BuyAmount (30d, Rohit Khanna) + Asset Congressional BuyAmount (30d, Tony Wied) + Asset Congressional BuyAmount (30d, Cleo Fields) + Asset Congressional BuyAmount (30d, Gilbert Cisneros) + Asset Congressional BuyAmount (30d, Thomas H. Kean) + Asset Congressional BuyAmount (30d, John Boozman) > Constant 0) → filter ( last price > 100 Day SMA), max 50 assets, max 20% per name when Position market value (all positions) = Constant 0 or # of Days Since the Last Filled Buy Order ≥ Constant 30
    Use these portfolioIds directly in subsequent portfolio tools. Do not fetch or ask the user to recover IDs already listed here.

User

Of members with at least one purchase disclosure first available Sept 1-21, 2026, 17 politicians were ranked on availability-safe performance (firstAvailableAt timing, disclosure-date close to Sept 21, 2026 close, purchases only, ex-options).

Data through Sept 18 close (last completed session), partial September 2026.

Full-period leaders (Jan 1, 2024 - Sept 21, 2026 measurement):

    1. Josh Gottheimer: 394 trades (209 in 2024 / 136 in 2025 / 49 in 2026-YTD), avg +23.32% vs SPY +31.11% (excess -7.79%)
    1. Rohit Khanna: 5,918 trades (2110/2082/1726), avg +20.69% vs +24.68% (excess -4.00%)
    1. Tony Wied: 32 trades (0/14/18), avg +20.68% vs +16.60% (excess +4.08%)
    1. Cleo Fields: 219 trades (0/192/27), avg +20.63% vs +16.68% (excess +3.95%)
    1. Gilbert Cisneros: 858 trades (0/383/475), avg +15.51% vs +12.64% (excess +2.87%)
      Only Wied, Fields, Cisneros, and Michael Rulli (15 trades, +2.20% avg, +3.64% excess) beat SPY on average.

Limitation: separate calendar-year 2024, 2025, and 2026 return splits were requested but this run returned full-period averages with per-year counts only. I did not isolate "most money in 2024" vs "in 2025" vs "in 2026" as separate winners. Do not treat the full-period ranking as a per-year winner list. No transactionDate-hindsight view was produced; primary is availability-safe.

Consistency read:

  • Multi-year presence in all three periods (2024/2025/2026-YTD): Gottheimer, Khanna, Thomas H. Kean (64 trades 12/34/18, +13.86%), John Boozman (204 trades 38/86/80, +12.98%), plus Lloyd Doggett, Byron Donalds.
  • Recent-strength with positive excess: Wied, Fields, Cisneros.

4 independent $100k equity variants created (dynamic ALL_US_STOCKS filtered at each rebalance by recent qualifying disclosures, never transactionDate, no frozen ticker list, ex-options, monthly rebalance, not deployed, no orders, no LaunchAgent):

  1. Consistency Leaders - Gottheimer + Khanna Purchases: 6ab14ded4d0172d27bfbe56c - activity-weighted BuyCount (30d)
  2. Recent Strength - Wied Fields Cisneros Purchases: 6ab14dee4d0172d27bfbe56d - equal-weight (Value 1)
  3. Diversified Consistent Group: 6ab14dee4d0172d27bfbe56f - Gottheimer/Khanna/Wied/Fields/Cisneros/Kean/Boozman, signal-weighted, 20% per-name cap
  4. Conservative Magnitude Combined: 6ab14dee4d0172d27bfbe571 - same 7, sqrt(dampened lower-bound BuyAmount) weight + price > 100-day SMA, 20% cap

Assumptions labeled in portfolios: "recent" = prior 30 days qualifying equity purchases first available; PoliticalTrades PIT; coverage through Sept 18, 2026 close, September partial month.

Aurora

Of members with at least one purchase disclosure first available Sept 1-21, 2026, 17 politicians were ranked on availability-safe performance (firstAvailableAt timing, disclosure-date close to Sept 21, 2026 close, purchases only, ex-options).

Data through Sept 18 close (last completed session), partial September 2026.

Full-period leaders (Jan 1, 2024 - Sept 21, 2026 measurement):

    1. Josh Gottheimer: 394 trades (209 in 2024 / 136 in 2025 / 49 in 2026-YTD), avg +23.32% vs SPY +31.11% (excess -7.79%)
    1. Rohit Khanna: 5,918 trades (2110/2082/1726), avg +20.69% vs +24.68% (excess -4.00%)
    1. Tony Wied: 32 trades (0/14/18), avg +20.68% vs +16.60% (excess +4.08%)
    1. Cleo Fields: 219 trades (0/192/27), avg +20.63% vs +16.68% (excess +3.95%)
    1. Gilbert Cisneros: 858 trades (0/383/475), avg +15.51% vs +12.64% (excess +2.87%)
      Only Wied, Fields, Cisneros, and Michael Rulli (15 trades, +2.20% avg, +3.64% excess) beat SPY on average.

Limitation: separate calendar-year 2024, 2025, and 2026 return splits were requested but this run returned full-period averages with per-year counts only. I did not isolate "most money in 2024" vs "in 2025" vs "in 2026" as separate winners. Do not treat the full-period ranking as a per-year winner list. No transactionDate-hindsight view was produced; primary is availability-safe.

Consistency read:

  • Multi-year presence in all three periods (2024/2025/2026-YTD): Gottheimer, Khanna, Thomas H. Kean (64 trades 12/34/18, +13.86%), John Boozman (204 trades 38/86/80, +12.98%), plus Lloyd Doggett, Byron Donalds.
  • Recent-strength with positive excess: Wied, Fields, Cisneros.

4 independent $100k equity variants created (dynamic ALL_US_STOCKS filtered at each rebalance by recent qualifying disclosures, never transactionDate, no frozen ticker list, ex-options, monthly rebalance, not deployed, no orders, no LaunchAgent):

  1. Consistency Leaders - Gottheimer + Khanna Purchases: 6ab14ded4d0172d27bfbe56c - activity-weighted BuyCount (30d)
  2. Recent Strength - Wied Fields Cisneros Purchases: 6ab14dee4d0172d27bfbe56d - equal-weight (Value 1)
  3. Diversified Consistent Group: 6ab14dee4d0172d27bfbe56f - Gottheimer/Khanna/Wied/Fields/Cisneros/Kean/Boozman, signal-weighted, 20% per-name cap
  4. Conservative Magnitude Combined: 6ab14dee4d0172d27bfbe571 - same 7, sqrt(dampened lower-bound BuyAmount) weight + price > 100-day SMA, 20% cap

Assumptions labeled in portfolios: "recent" = prior 30 days qualifying equity purchases first available; PoliticalTrades PIT; coverage through Sept 18, 2026 close, September partial month.

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