Preview an insider-purchase watchlist

TL;DR

This watchlist rule follows positive officer or director equity purchases made public within ninety days. Its October 2026 validation accepted the configuration but saved no producer and refreshed no list. The MannKind example meets the purchase criteria yet lies outside a later ninety-day SEC-publication window. After choosing to start maintenance, verify the separate paper producer, successful refresh and source availability before treating the members as current. Membership alerts are research leads rather than orders.

Recorded illustrations

Read a real purchase before building the list

MannKind CEO and director Michael Castagna reported a March 10, 2026 common-stock purchase. The original Form 4 lists transaction code P, acquisition A, 100,000 shares and a $2.59 weighted-average price. This is a disclosed purchase, not a prediction or an executed NexusTrade list refresh.

The SEC index gives March 10 as the filing date, accepted at 21:30:02. A source purchase can meet role and transaction criteria while failing a later rolling public-availability window. Check the retained product's availableAt before reproducing an as-of list; transaction date alone does not determine membership.

Preview the exact maintained-list definition

The copied draft explains the source and notification choices and requests validation. Inspect all returned issues before saving or starting maintenance.

Define the maintained list separately from the source observation

The template follows disclosed insider purchases by officers or directors within a 90-day public-availability window. Its October 10 build_portfolio response validated the configuration. No saved producer, generated watchlist or refresh history was created by that preview.

1. Evidence result

   A source record and a valid configuration establish what can be followed. They do not establish a maintained list's contents or investment performance.

2. After creation

   Verify the returned producer and list identity, compare as-of contents with source availability, and inspect the first actual refresh before treating the list as maintained.

Choose what counts as an insider purchase

This example includes positive disclosed equity purchases by officers or directors that became publicly available within 90 days. It does not treat grants, every transaction on a Form 4, or the transaction date as a new public purchase signal. Add an exact ownerCik or issuerCik only when that narrower scope is intended.

What this example has actually verified

Preview the complete producer before saving

{
  "name": "Public guide preview - insider watchlist",
  "initialValue": 0,
  "strategies": [
    {
      "name": "Maintain insider-purchases",
      "action": {
        "type": "UpdateWatchlist",
        "watchlistKey": "insider-purchases",
        "source": {
          "type": "InsiderPurchases",
          "windowDays": 90,
          "role": "OfficerOrDirector"
        },
        "output": {
          "name": "Insider purchase research",
          "purpose": "Review positive disclosed equity purchases by officers or directors within 90 days of public availability.",
          "alertSettings": {
            "onChange": true,
            "inApp": true,
            "email": false,
            "briefCadence": "never"
          }
        }
      }
    }
  ],
  "supportsCrypto": false,
  "alertsEnabled": false
}

Save once, then read the saved draft

Install the Python SDK and configure its documented account authentication first. This code saves the complete JSON as a chat draft and reads it back. Keep the same idempotency key when recovering an uncertain response; change the key only for a deliberately new draft. Saving does not create a running managed list.

import json
from pathlib import Path
from nexustrade import NexusTradeClient

client = NexusTradeClient.from_environment()
# Copy this complete JSON unchanged into watchlist-draft.json.
draft = json.loads(Path("watchlist-draft.json").read_text())
# Saving creates a chat draft, not a running paper producer.
saved = client.create_portfolio(
    draft, idempotency_key="managed-insider-guide-v1"
)
chat_id = saved["portfolioId"]
readback = client.get_portfolio(chat_id)
assert readback["type"] == "chat"
assert readback["isActive"] is False
assert readback["strategies"][0]["action"]["source"] == draft["strategies"][0]["action"]["source"]
print(json.dumps(readback, indent=2))
# Stop here. Review the saved draft before deciding to deploy.

Start maintenance only after reviewing the draft

No successful membership refresh recorded yet is an unconfirmed output, not a completed empty list. Portfolio needs attention or Portfolio status unavailable means inspect the producer. Coverage failure blocks new allocation rather than claiming a partial book is complete. The guide’s validation run stopped before saving or activation; these are instructions for your explicitly chosen continuation.

Review changes, pause safely and recover

A later DynamicRebalance consumer can use the committed list, but it introduces allocation rules and needs its own review. Backtests keep membership within the historical run; they do not publish the account’s durable watchlist. Subsequent edits to the list name, purpose and notifications remain authoritative.

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