aifolimizer: Skill for Claude Code

.claude/skills/macro-impact/SKILL.md

macro-impact is a skill for Claude Code from tusharagg1/aifolimizer. It costs 48 tokens per session (1,239 once invoked), scanned A, original, MIT.

A macroeconomic briefing skill for assessing how interest rates, inflation, currency movements, recession risk, and central-bank policy may affect an investment portfolio. It also uses past portfolio decisions when forming views.

In plain words
What is it for?
Use it for questions about rate changes, inflation, CAD/USD effects, recession risk, Federal Reserve or Bank of Canada policy, and their possible impact on holdings.
Why use it?
It brings broad economic conditions into portfolio analysis and helps keep recommendations consistent with earlier decisions. The supplied description does not define the exact data sources or forecasting method.

Skill for Claude Code

Written for Claude Code: installed under .claude/.

This is tusharagg1/aifolimizer's own configuration. It tells Claude Code how to work on aifolimizer itself, so it is not a mod to install elsewhere. Copy it as a starting point and replace the rules that are about this project. Everything aifolimizer configures →

Part of the aifolimizer plugin — 28 skills, 2 agents shipped together

Reuse

Borrowing it

Nothing to install: this file belongs to tusharagg1/aifolimizer. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file
curl -O https://raw.githubusercontent.com/tusharagg1/aifolimizer/master/.claude/skills/macro-impact/SKILL.md
Clone the repo
git clone --depth 1 https://github.com/tusharagg1/aifolimizer

Made for: Claude Code.

Or install aifolimizer, the plugin that ships this one along with the rest of its 28 skills, 2 agents.

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 macro-impact

README.md
[![agentmods](https://agentmods.dev/badge/skills/tusharagg1/aifolimizer/macro-impact/github.svg)](https://agentmods.dev/skills/tusharagg1/aifolimizer/macro-impact)
Your own site
<a href="https://agentmods.dev/skills/tusharagg1/aifolimizer/macro-impact"><img src="https://agentmods.dev/badge/skills/tusharagg1/aifolimizer/macro-impact/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 macro-impact

Your own site · 80×15
<a href="https://agentmods.dev/skills/tusharagg1/aifolimizer/macro-impact"><img src="https://agentmods.dev/badge/skills/tusharagg1/aifolimizer/macro-impact.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 48 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,239 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 $0.00048 $0.01239
Opus 5 $0.00024 $0.00620
Sonnet 5 $0.00010 $0.00248
Haiku 4.5 $0.00005 $0.00124

Measured 9d ago against content hash a735e614b13e, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

macro-impact 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 9d 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.

.claude/skills/macro-impact/SKILL.md · 65 lines

How it starts

The opening of the file, as written. The whole thing — 65 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Macro Impact Analysis (McKinsey style)

Decision Memory Protocol (load first, log after)

Before forming any view, load prior decisions so verdicts stay consistent across sessions:

  • mcp__aifolimizer__get_cross_ticker_lessons (max_lessons=3) - portfolio-level win/loss patterns
  • For any name you issue a per-ticker BUY/SELL/TRIM/HOLD/ADD on, also load mcp__aifolimizer__get_ticker_decision_history (ticker=…, max_decisions=5) and mcp__aifolimizer__get_ticker_reflection (symbol=…, n=3). If a prior decision exists and this run flips it, state explicitly WHY (new data / catalyst / price); never silently contradict a logged decision.

After output, log every actionable verdict: for each BUY/SELL/TRIM/ADD/HOLD issued, call mcp__aifolimizer__log_recommendation (skill="macro-impact", ticker, action, conviction, rationale, target_pct, stop_pct). Skipping breaks the cross-session feedback loop and causes drift.

How to run

  1. Call mcp__aifolimizer__get_profile - actual account types and capital. CAD/USD macro impact matters more for USD-heavy accounts
  2. Call mcp__aifolimizer__get_portfolio - current holdings
  3. Call mcp__aifolimizer__get_macro_snapshot - live FRED data (Fed funds, 10Y yield, US/Canada CPI, CAD/USD, BoC rate, unemployment)
  4. Call mcp__aifolimizer__get_boc_snapshot - authoritative Bank of Canada data (BoC overnight target, USD/CAD, GoC 2/5/10y yields, 10y-2y curve slope). Prefer over FRED's lagged BoC mirror for Canadian rates; cite curve_signal (inverted/normal)
  5. Call mcp__aifolimizer__get_statcan_snapshot - official StatCan CPI YoY inflation + unemployment (use over FRED's Canadian mirror)
  6. Call mcp__aifolimizer__get_factor_snapshot - which Fama-French style factors (value/size/momentum/quality) lead now; feeds the sector-rotation call in section 8
  7. Call mcp__aifolimizer__get_market_breadth - VIX, SPY regime (bull/bear vs SMA200), composite market_regime signal
  8. WebSearch only if you need details the above don't cover (geopolitics, breaking news)
  9. Map each macro factor to specific holdings in portfolio
  10. Before issuing any ADD in section 9, call mcp__aifolimizer__get_positioning_signals (symbols=[those names]) - macro tailwinds alone don't justify adding to a crowded name. Defer ADDs with crowding_score >= 70 (consensus-crowded, negative expected alpha); favor crowding_score <= 30 (contrarian edge).
  11. Use market_regime to calibrate portfolio risk stance (bull_low_fear → risk-on; bear_high_fear → defensive)

Read the full file on GitHub · 65 lines

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. 9d ago First seen · 65 lines · 48 tokens per session scan A a735e614b13e

Subscribe to this mod's changes

macro-impact is a skill published in the GitHub repository tusharagg1/aifolimizer (2 stars, last pushed 7d ago), licensed MIT. It adds 48 tokens to every session and 1,239 once invoked, about $0.0002 per session on Opus 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 2026-08-31.

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