Initial Debugging Completed and Execution Successful

HedgeAnalyzer.py

@@ -1,40 +1,73 @@
 # pip install sec-api pandas python-dotenv
-from sec_api import ThirteenFApi
+from sec_api import QueryApi
 import pandas as pd
 from smtplib import SMTP
 from email.mime.text import MIMEText
 from email.mime.multipart import MIMEMultipart
 from dotenv import load_dotenv
 import os
-import uuid
 
-# Load environment variables from .env file
+# Load environment variables
 load_dotenv()
 
-# Email configuration from .env
+# Configuration from .env
 EMAIL_SENDER = os.getenv('EMAIL_SENDER')
 EMAIL_RECIPIENT = os.getenv('EMAIL_RECIPIENT')
 EMAIL_PASSWORD = os.getenv('EMAIL_PASSWORD')
 SMTP_SERVER = os.getenv('SMTP_SERVER', 'smtp.gmail.com')
 SMTP_PORT = int(os.getenv('SMTP_PORT', 587))
-SEC_API_KEY = os.getenv('SEC_API_KEY')  # Get free at sec-api.io
+SEC_API_KEY = os.getenv('SEC_API_KEY')
+
+if not SEC_API_KEY:
+    raise ValueError("SEC_API_KEY not set in .env file")
 
 # Initialize SEC API
-api = ThirteenFApi(SEC_API_KEY)
+query_api = QueryApi(api_key=SEC_API_KEY)
 
 # Point72 CIK
 CIK = '0001603466'
 
-# Get latest two 13F filings
-filings = api.get_filings(cik=CIK)
-filings = sorted(filings, key=lambda x: x['periodOfReport'], reverse=True)[:2]
+# Query for latest two 13F-HR filings
+query = {
+    "query": f'cik:{CIK} formType:"13F-HR"',
+    "sort": [{"filedAt": {"order": "desc"}}],
+    "size": 2
+}
+response = query_api.get_filings(query)
+filings = response.get('filings', [])
+
+if len(filings) < 2:
+    raise Exception(f"Not enough filings found for comparison: {len(filings)} found")
 
 latest = filings[0]
 prev = filings[1]
 
 # Fetch holdings
-latest_df = pd.DataFrame(api.get_holdings(accessionNo=latest['accessionNo']))
-prev_df = pd.DataFrame(api.get_holdings(accessionNo=prev['accessionNo']))
+latest_holdings = latest.get('holdings', [])
+prev_holdings = prev.get('holdings', [])
+
+if not latest_holdings or not prev_holdings:
+    raise Exception("No holdings data found in filings")
+
+# Convert holdings to DataFrame
+latest_df = pd.DataFrame(latest_holdings)
+prev_df = pd.DataFrame(prev_holdings)
+
+# Extract share amount from shrsOrPrnAmt dictionary
+def extract_shares(row):
+    if isinstance(row, dict):
+        return row.get('sshPrnamt', 0)
+    return row
+
+if 'shrsOrPrnAmt' in latest_df.columns:
+    latest_df['shrsOrPrnAmt'] = latest_df['shrsOrPrnAmt'].apply(extract_shares)
+    prev_df['shrsOrPrnAmt'] = prev_df['shrsOrPrnAmt'].apply(extract_shares)
+
+# Verify required columns
+required_cols = ['cusip', 'nameOfIssuer', 'shrsOrPrnAmt', 'value']
+for col in required_cols:
+    if col not in latest_df.columns or col not in prev_df.columns:
+        raise KeyError(f"Column {col} missing in holdings data")
 
 # Set index for comparison
 key_col = 'cusip'
@@ -50,21 +83,28 @@ removals = prev_df[~prev_df.index.isin(latest_df.index)]
 # Changes >10%
 both = latest_df.index.intersection(prev_df.index)
 changes = latest_df.loc[both].join(prev_df.loc[both], lsuffix='_new', rsuffix='_old')
-changes['share_change'] = changes['shrsOrPrnamt_new'] - changes['shrsOrPrnamt_old']
-changes = changes[abs(changes['share_change']) / changes['shrsOrPrnamt_old'] > 0.1]
+
+# Ensure share columns are numeric
+changes['shrsOrPrnAmt_new'] = pd.to_numeric(changes['shrsOrPrnAmt_new'], errors='coerce')
+changes['shrsOrPrnAmt_old'] = pd.to_numeric(changes['shrsOrPrnAmt_old'], errors='coerce')
+
+# Calculate share change
+changes['share_change'] = changes['shrsOrPrnAmt_new'] - changes['shrsOrPrnAmt_old']
+changes = changes[changes['share_change'].notna()]  # Remove rows with NaN changes
+changes = changes[abs(changes['share_change']) / changes['shrsOrPrnAmt_old'].replace(0, 1) > 0.1]
 
 # Summary
 summary = f"""
 Point72 13F Changes {prev['periodOfReport']} to {latest['periodOfReport']}
 
 Additions ({len(additions)}):
-{additions[['nameOfIssuer', 'shrsOrPrnamt', 'value']].to_string()}
+{additions[['nameOfIssuer', 'shrsOrPrnAmt', 'value']].to_string() if not additions.empty else 'None'}
 
 Removals ({len(removals)}):
-{removals[['nameOfIssuer', 'shrsOrPrnamt', 'value']].to_string()}
+{removals[['nameOfIssuer', 'shrsOrPrnAmt', 'value']].to_string() if not removals.empty else 'None'}
 
 Changes ({len(changes)}):
-{changes[['nameOfIssuer_new', 'share_change']].to_string()}
+{changes[['nameOfIssuer_new', 'share_change']].to_string() if not changes.empty else 'None'}
 """
 
 # Email
@@ -81,5 +121,3 @@ server.send_message(msg)
 server.quit()
 
 print("Email sent!")
-
-