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	69.33	1.22	+1.79%	live
XAR	XAR	policy:defense	224.01	9.78	+4.57%	live
PPA	PPA	policy:defense	153.75	2.86	+1.90%	live
XLI	XLI	policy:industrials	163.08	0.61	+0.38%	live
XLE	XLE	policy:energy	61.75	0.12	+0.19%	live
ICLN	ICLN	policy:clean_energy	16.44	0.30	+1.86%	live
GRID	GRID	policy:grid	154.40	2.39	+1.57%	live

Computed Signal

Name	Value	Regime	Confidence	Source	Observed
policy_beneficiary_score	94.3	supportive	100%	Yahoo chart endpoint	2026-11-06T19:33:54+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 100%; leaders: XAR +4.57%, PPA +1.90%, ICLN +1.86%.

Score

Warnings

• Defense is the clearest policy-sensitive leader; avoid stretching that signal into unrelated sectors.

Signals

Name	Value	Regime	Confidence	Source	Observed
policy_beneficiary_score	94.3	supportive	100%	Yahoo chart endpoint	2026-11-06T19:33:54+00:00