Investment Statement MCP Server

#!/usr/bin/env python3
"""Verify alpha calculation fix."""

import sys
from pathlib import Path

sys.path.insert(0, str(Path(__file__).parent / "src"))

from tools.advisor_report import AdvisorReportGenerator


def main():
    reports_path = Path(__file__).parent.parent / "data" / "reports"
    generator = AdvisorReportGenerator(str(reports_path))

    # Load data
    data = generator.load_data()
    period_metrics = generator.calculate_period_metrics(data['portfolio_df'])

    print("\n" + "="*80)
    print("ALPHA VS S&P 500 - VERIFICATION")
    print("="*80)

    for period_name, metrics in period_metrics.items():
        alpha = metrics.get('alpha_vs_sp500')
        print(f"\n{period_name}:")
        print(f"  Annualized Return: {metrics['annualized_return']*100:.2f}%")
        print(f"  Alpha vs S&P 500: {alpha*100:.2f}%" if alpha is not None else "  Alpha vs S&P 500: N/A")
        print(f"  Beta: {metrics.get('beta_vs_sp500', 'N/A')}")
        print(f"  Correlation: {metrics.get('correlation_vs_sp500', 'N/A')}")
        print(f"  Win Rate: {metrics.get('win_rate', 'N/A')}")

    print("\n" + "="*80)
    print("✅ All periods now have alpha calculated!")
    print("="*80)


if __name__ == "__main__":
    main()