watchlist_monitor.py

"""Watchlist Monitor — Create a watchlist, add companies, and monitor for changes.

Demonstrates portfolio monitoring: set up a watchlist of companies you care about,
then poll for events and recent corporate changes.

Usage:
    export VYNCO_API_KEY=vc_live_...
    python examples/watchlist_monitor.py
"""

from __future__ import annotations

import vynco


def main() -> None:
    client = vynco.Client()

    # --- Find companies to monitor ---
    print("=== Portfolio Monitoring ===\n")
    target_uids = []
    for query in ["ABB", "UBS", "Novartis"]:
        results = client.companies.list(query=query, page_size=1)
        if results.data.items:
            co = results.data.items[0]
            target_uids.append(co.uid)
            print(f"  Found: {co.name} ({co.uid})")

    # --- Create a watchlist ---
    watchlist = client.watchlists.create(
        name="Swiss Blue Chips",
        description="Top Swiss companies to monitor for regulatory changes",
    )
    wl = watchlist.data
    print(f"\nCreated watchlist: {wl.name} (id: {wl.id})")

    # --- Add companies ---
    added = client.watchlists.add_companies(wl.id, uids=target_uids)
    print(f"Added {added.data.added} companies to watchlist\n")

    # --- List companies in watchlist ---
    # v3.1+ returns enriched `companies` field. Fall back to bare uids otherwise.
    wl_companies = client.watchlists.companies(wl.id)
    print("Companies in watchlist:")
    if wl_companies.data.companies:
        for entry in wl_companies.data.companies:
            canton = f" [{entry.canton}]" if entry.canton else ""
            status = f" {entry.status}" if entry.status else ""
            print(f"  - {entry.name or entry.uid} ({entry.uid}){canton}{status}")
    else:
        for uid in wl_companies.data.uids:
            print(f"  - {uid}")
    print()

    # --- Check for events ---
    events = client.watchlists.events(wl.id, limit=10)
    print(f"Recent events ({events.data.count} total):")
    for evt in events.data.events[:5]:
        print(f"  [{evt.severity}] {evt.company_name}: {evt.summary} ({evt.ce_time})")
    print()

    # --- Check recent corporate changes ---
    print("Recent corporate changes across Switzerland:")
    changes = client.changes.list(page_size=10)
    for ch in changes.data.items[:5]:
        print(
            f"  {ch.company_name or ch.company_uid}: "
            f"{ch.change_type} — {ch.field_name}: {ch.old_value} → {ch.new_value}"
        )
    print()

    # --- Change statistics ---
    stats = client.changes.statistics()
    s = stats.data
    print("Change statistics:")
    print(f"  Total changes:    {s.total_changes:,}")
    print(f"  This week:        {s.changes_this_week:,}")
    print(f"  This month:       {s.changes_this_month:,}")

    # --- Clean up ---
    client.watchlists.delete(wl.id)
    print(f"\nWatchlist '{wl.name}' deleted.")


if __name__ == "__main__":
    main()