impact-analysis

impact-analysis is a skill for Claude Code, Codex from ginlix-ai/LangAlpha. It costs 56 tokens per session (3,210 once invoked), scanned A, original, Apache-2.0.

An analysis method that traces a large event—such as a policy change, interest-rate move, commodity shock or geopolitical event—through an industry or company to its financial effects. It names the path from the event to a business line or valuation input.

In plain words
What is it for?
It is for assessing who may benefit or suffer from a shock, mapping investment exposure and identifying candidates for further research.
Why use it?
It replaces vague claims about a theme with a concrete explanation of how the event could affect specific companies.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit It is for assessing who may benefit or suffer from a shock, mapping investment exposure and identifying candidates for further research.

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Install with agentmods
npx agentmods add skills/ginlix-ai/langalpha/impact-analysis
About the project

LangAlpha is an agent workspace for researching financial markets and supporting investment decisions through persistent research, news analysis, and parallel subagents. It is for investors who want to develop and update trading theses over time, including generating long-short pair-trade ideas. The catalogue entries provide the skills, instructions, MCP servers, and plugin that make up its agent workflow.

ginlix-ai/LangAlpha · 1,820 stars · on GitHub · langalpha.ai

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add ginlix-ai/LangAlpha --skill impact-analysis
Clone the repo
git clone --depth 1 https://github.com/ginlix-ai/LangAlpha

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for impact-analysis

README.md
[![agentmods](https://agentmods.dev/badge/skills/ginlix-ai/langalpha/impact-analysis/github.svg)](https://agentmods.dev/skills/ginlix-ai/langalpha/impact-analysis)
Your own site
<a href="https://agentmods.dev/skills/ginlix-ai/langalpha/impact-analysis"><img src="https://agentmods.dev/badge/skills/ginlix-ai/langalpha/impact-analysis/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for impact-analysis

Your own site · 80×15
<a href="https://agentmods.dev/skills/ginlix-ai/langalpha/impact-analysis"><img src="https://agentmods.dev/badge/skills/ginlix-ai/langalpha/impact-analysis.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 56 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,210 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00056 $0.03210
Opus 5.5 $0.00022 $0.01284
Sonnet 5.5 $0.00011 $0.00642
Haiku 4.5 $0.00006 $0.00321

Measured 25d ago against content hash e2699bb1fcdd, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

impact-analysis scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 25d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/langalpha_research/skills/impact-analysis/SKILL.md · 140 lines

How it starts

The opening of the file, as written. The whole thing — 140 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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

Freeze the as-of. Record one moment for the whole set of time-sensitive inputs (prices, consensus, the macro series, the policy text as published) and state it at the top. An input with no as-of is a gap rather than an estimate.

Read the full file on GitHub · 140 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 25d ago Changed e2699bb1fcdd
  2. 1mo ago First seen · 140 lines · 56 tokens per session scan A 36311c1ba88b

Subscribe to this mod's changes

impact-analysis is a skill published in the GitHub repository ginlix-ai/LangAlpha (1,820 stars, last pushed today), licensed Apache-2.0. It adds 56 tokens to every session and 3,210 once invoked, about $0.0002 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-16.