# Impact Analysis

Translate a macro, policy, rate, commodity, geopolitical or industry shock into equity...

- Repository: https://github.com/ginlix-ai/LangAlpha (2232 stars)
- Category: Writing
- License: Apache-2.0
- Last updated: 2026-11-01
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add ginlix-ai/LangAlpha --skill impact-analysis -g -a claude-code -y`
Codex: `npx skills add ginlix-ai/LangAlpha --skill impact-analysis -g -a codex -y`
Cursor: `npx skills add ginlix-ai/LangAlpha --skill impact-analysis -g -a cursor -y`
Gemini CLI: `npx skills add ginlix-ai/LangAlpha --skill impact-analysis -g -a gemini-cli -y`

## Description

Translate a macro, policy, rate, commodity, geopolitical or industry shock into equity exposure through a named transmission channel. Triggers on what does X mean for, impact of, exposure to, who benefits from, tariff, rate cut, oil shock, new regulation.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# Impact Analysis

One object carries this skill: the **transmission chain**, written as event, channel, driver, line item, action. A shock reaches a share price only by reaching a named landing, a financial line item or the valuation input a discount rate moves directly, so a claim that cannot name where it lands is a mood about a theme and does not ship. This is the work between `.agents/skills/morning-note/SKILL.md`, which says something happened, and the models, which say what a company is worth.

Evidence labels, source tiers, staleness, the readiness posture and the intake limits: `.agents/skills/research-conventions/SKILL.md`, read before the first deliverable.

**The exposure map is the default output.** Absent a position list the user supplied, the report names candidates in research-queue language and says in one sentence what would convert the screen into an action. Every name in it is a research candidate until the user says otherwise.

## Step 1: Frame the shock and freeze the as-of

Write the event in one sentence carrying four things: what changed, who decided it, the date it takes effect, and what was expected before it. The last one is the whole analysis in miniature: a fully anticipated shock reaches the line item and never reaches the price.

**Timing bucket.** Every claim in the report carries one of four, and the headline claim carries its bucket in the first two sentences:

| Bucket | Window | What lands here |
|---|---|---|
| `immediate` | days | the multiple, sentiment, anything that reprices before a number moves |
| `this quarter` | the current reporting period | a line item that moves before the next print |
| `this year` | the next four quarters | contract resets, hedge roll-offs, inventory turning over |
| `structural` | beyond four quarters | capacity siting, supply-chain relocation, a changed cost curve |

The rest: https://github.com/ginlix-ai/LangAlpha/blob/HEAD/plugins/langalpha_research/skills/impact-analysis/SKILL.md