External Opportunity

Policy Beneficiary Agent

Maps federal spending and policy-sensitive market leadership into sector and ticker research candidates.

Utility

This agent must be runnable on its own and must produce evidence that supports a decision, an avoidance, or a confidence change.

Decisions Supported

sector opportunityipolicy beneficiary watchiwatchlist researchi

Questions Answered

Which sectors may benefit from policy money?i

Data Sources

USAspending transaction APIiYahoo policy beneficiary proxy basketiagency-to-sector mappingi

Current Run Market Data

Label	Symbol	Group	Price	Change	Change %	Status
ITA	ITA	policy:defense	224.74	-0.87	-0.39%	live
XAR	XAR	policy:defense	254.12	1.20	+0.47%	live
PPA	PPA	policy:defense	164.94	-0.24	-0.15%	live
XLI	XLI	policy:industrials	175.01	-0.26	-0.15%	live
XLE	XLE	policy:energy	64.53	0.47	+0.73%	live
ICLN	ICLN	policy:clean_energy	18.35	0.58	+3.26%	live
GRID	GRID	policy:grid	182.19	3.20	+1.79%	live

Computed Signal

Name	Value	Regime	Confidence	Source	Observed
policy_beneficiary_score	71.2	supportive	100%	Yahoo chart endpoint	2026-09-08T16:43:55+00:00

Declared And Target Feeds

Source	Status	Current Run Data
USAspending transaction API	target feed	Not used in the current run yet; listed as the permanent feed this agent should graduate to.
Yahoo policy beneficiary proxy basket	current run	7/7 observed rows attached below.
agency-to-sector mapping	target feed	Not used in the current run yet; listed as the permanent feed this agent should graduate to.

Live Status

Policy-sensitive basket breadth is 57%; leaders: ICLN +3.26%, GRID +1.79%, XLE +0.73%.

Score

Warnings

• No active warnings.

Signals

Name	Value	Regime	Confidence	Source	Observed
policy_beneficiary_score	71.2	supportive	100%	Yahoo chart endpoint	2026-09-08T16:43:55+00:00