alphacouncil-agent 0.8.0 → 0.9.0-solo-test.1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/.claude/commands/alpha.md +39 -11
- package/.claude-plugin/marketplace.json +2 -2
- package/.claude-plugin/plugin.json +1 -1
- package/.codex-plugin/plugin.json +1 -1
- package/.grok/commands/alpha.md +39 -11
- package/.opencode/command/alpha.md +39 -11
- package/AGENTS.md +14 -4
- package/CHANGELOG.md +83 -0
- package/CLAUDE.md +34 -9
- package/PRODUCT.md +37 -0
- package/README.ja.md +28 -7
- package/README.md +32 -10
- package/README.zh-CN.md +24 -7
- package/commands/alpha.md +39 -11
- package/data/build-profile.v1.json +9 -0
- package/data/council-evaluation-protocol.v1.json +458 -0
- package/data/host-capabilities.v1.json +263 -0
- package/data/persona-v3-ai-assisted-solo-profile.v1.json +37 -0
- package/data/persona-v3-build-specs.v1.mjs +1080 -0
- package/data/persona-v3-semantic-adjudications.v1.mjs +33 -0
- package/data/persona-v3-semantic-skeptic-reviews.v1.mjs +233 -0
- package/data/persona-v3-semantic-source-reviews.v1.mjs +170 -0
- package/docs/evaluation/canonical-arm-protocol-v1.md +155 -0
- package/docs/evaluation/host-capability-parity.md +147 -0
- package/docs/evaluation/n-eff-v1.md +41 -0
- package/docs/evaluation/packaged-host-parity.md +27 -0
- package/docs/evaluation/persona-v3-build-spec-inventory.md +101 -0
- package/docs/evaluation/persona-v3-release-evidence.md +123 -0
- package/docs/evaluation/selection-lock-integrity.md +122 -0
- package/docs/persona-v3-ai-assisted-solo.md +114 -0
- package/docs/persona-v3-ai-formula-review.md +91 -0
- package/docs/persona-v3-deterministic-policy.md +168 -0
- package/docs/persona-v3-drafts.md +21 -0
- package/docs/persona-v3-formula-authoring.md +191 -0
- package/docs/persona-v3-production-candidates.md +35 -0
- package/docs/persona-v3-source-adjudication.md +364 -0
- package/docs/persona-v3-staging.md +137 -0
- package/docs/personas.md +6 -1
- package/docs/plans/0.9.0-personapack-v3.md +372 -0
- package/docs/releases/v0.9.0-solo-test.1.md +55 -0
- package/docs/roadmap.md +13 -0
- package/docs/solo-test-0.9.0.md +56 -0
- package/knowledge/ai-assisted-solo/experiments/n-eff-disclosure.json +14 -0
- package/knowledge/ai-assisted-solo/experiments/runs/a.json +61 -0
- package/knowledge/ai-assisted-solo/experiments/runs/b.json +44 -0
- package/knowledge/ai-assisted-solo/experiments/runs/c.json +44 -0
- package/knowledge/ai-assisted-solo/experiments/runs/d13.json +241 -0
- package/knowledge/ai-assisted-solo/experiments/runs/d26.json +436 -0
- package/knowledge/ai-assisted-solo/experiments/runs/e-d13.json +258 -0
- package/knowledge/ai-assisted-solo/experiments/runs/e-d26.json +453 -0
- package/knowledge/ai-assisted-solo/experiments/runs/h_ai_reference.json +453 -0
- package/knowledge/ai-assisted-solo/experiments/simulation-input.json +1568 -0
- package/knowledge/ai-assisted-solo/experiments/simulation-manifest.json +100 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_ackman/reviews/change_value_bridge.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_ackman/reviews/power_map.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_aschenbrenner/reviews/compute_power_bridge.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_aschenbrenner/reviews/timeline_reverse_valuation.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_asness/reviews/crowding_cost_stress.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_asness/reviews/factor_decomposer.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_buffett/reviews/incremental_returns.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_buffett/reviews/owner_earnings_rebuilder.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_burry/reviews/capital_structure_reader.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_burry/reviews/mispricing_carry.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_cathie_wood/reviews/capture_valuation_bridge.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_cathie_wood/reviews/cost_adoption_curve.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_dalio/reviews/debt_driver_stress.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_dalio/reviews/regime_classifier.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_damodaran/reviews/reverse_valuation.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_damodaran/reviews/story_dcf.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_druckenmiller/reviews/inflection_payoff.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_druckenmiller/reviews/liquidity_revision_map.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_duan_yongping/reviews/opportunity_cost.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_duan_yongping/reviews/user_value_evidence.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_fisher/reviews/research_productivity.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_fisher/reviews/scuttlebutt_graph.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_forensic_short/reviews/accounting_rebuilder.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_forensic_short/reviews/borrow_catalyst.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_graham/reviews/asset_floor.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_graham/reviews/normalized_earnings.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_jhunjhunwala/reviews/penetration_liquidity.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_jhunjhunwala/reviews/promoter_governance.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_klarman/reviews/cash_catalyst_compare.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_klarman/reviews/recovery_waterfall.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_li_lu/reviews/promise_integrity_ledger.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_li_lu/reviews/ten_year_return_bridge.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_lynch/reviews/category_classifier.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_lynch/reviews/story_numbers_check.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_marks/reviews/cycle_temperature.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_marks/reviews/implied_expectations.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_munger/reviews/failure_path_graph.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_munger/reviews/incentive_map.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_natenberg/reviews/greeks_payoff.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_natenberg/reviews/surface_builder.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_pabrai/reviews/discrete_payoff.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_pabrai/reviews/downside_floor.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_simons/reviews/leakage_audit.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_simons/reviews/oos_cost_test.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_sinclair/reviews/net_edge_sizer.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_sinclair/reviews/realized_vol_forecast.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_soros/reviews/reflexivity_graph.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_soros/reviews/reversal_monitor.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_taleb/reviews/payoff_ruin.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_taleb/reviews/tail_friction.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_thorp/reviews/edge_recalculator.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_thorp/reviews/fractional_kelly.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/review-manifest.json +509 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/index.json +384 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_ackman/ackman_pershing_netflix_letter_2022.json +160 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_aschenbrenner/aschenbrenner_situational_awareness_2024.json +323 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_asness/asness_value_momentum_interaction.json +160 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_buffett/buffett_berkshire_letter_2024.json +174 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_burry/burry_fcic_interview_archive.json +93 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_cathie_wood/cathie_wood_ark_disruptive_innovation_2017.json +155 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_dalio/dalio_economic_principles_productivity_reform.json +262 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_damodaran/damodaran_nyu_dcf_inputs.json +297 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_damodaran/damodaran_nyu_narrative_numbers.json +172 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_damodaran/damodaran_nyu_valuation_dubai_2026.json +361 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_damodaran/damodaran_nyu_valuation_packet1.json +417 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_druckenmiller/druckenmiller_econclubny_transcript_2019.json +186 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_duan_yongping/duan_yongping_xueqiu_business_culture_2023.json +93 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_fisher/fisher_wiley_authorized_chapter_1.json +162 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_forensic_short/sec_gme_short_market_structure_2021.json +200 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_graham/graham_columbia_security_analysis_lecture_1.json +161 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_jhunjhunwala/jhunjhunwala_flame_investing_presentation.json +254 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_klarman/klarman_cfa_patient_investors_2010.json +93 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_li_lu/li_lu_pku_speech_notes_2019.json +226 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_lynch/lynch_pbs_frontline_interview.json +153 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_marks/marks_oaktree_its_all_good_2007.json +172 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_munger/munger_sec_wesco_annual_report_2009.json +156 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_natenberg/natenberg_cboe_learning_greeks_2021.json +159 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_pabrai/pabrai_columbia_session_2024.json +164 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_simons/simons_foundation_career_interview_2012.json +93 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_sinclair/sinclair_cboe_risk_reversal_2026.json +215 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_soros/soros_reflexivity_uncertainty_2014.json +153 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_taleb/taleb_fat_tails_statistical_project.json +159 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_taleb/taleb_law_large_numbers_fat_tails.json +159 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_taleb/taleb_precautionary_principle_ruin.json +184 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_taleb/taleb_statistical_consequences_arxiv.json +675 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/master_thorp/thorp_kelly_stock_market.json +93 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-extractions/index.json +310 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-extractions/master_ackman/ackman_pershing_netflix_letter_2022.json +73 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-extractions/master_aschenbrenner/aschenbrenner_situational_awareness_2024.json +237 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-extractions/master_asness/asness_value_momentum_interaction.json +80 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-extractions/master_buffett/buffett_berkshire_letter_2024.json +87 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-extractions/master_burry/burry_fcic_interview_archive.json +58 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-extractions/master_cathie_wood/cathie_wood_ark_disruptive_innovation_2017.json +75 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-extractions/master_dalio/dalio_economic_principles_productivity_reform.json +182 -0
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- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-extractions/master_taleb/taleb_fat_tails_statistical_project.json +73 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-extractions/master_taleb/taleb_law_large_numbers_fat_tails.json +79 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-extractions/master_taleb/taleb_precautionary_principle_ruin.json +98 -0
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- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-extractions/master_thorp/thorp_kelly_stock_market.json +58 -0
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- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-skeptic-reviews/master_asness/asness_value_momentum_interaction.json +128 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-skeptic-reviews/master_buffett/buffett_berkshire_letter_2024.json +129 -0
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- package/scripts/lib/persona-v3-build-specs.mjs +324 -0
- package/scripts/lib/persona-v3-draft-packs.mjs +726 -0
- package/scripts/lib/persona-v3-formula-pipeline.mjs +748 -0
- package/scripts/lib/persona-v3-production-candidates.mjs +499 -0
- package/scripts/lib/persona-v3-solo-formula-pipeline.mjs +424 -0
- package/scripts/lib/persona-v3-solo-test-packs.mjs +675 -0
- package/scripts/make-demo-gif.sh +77 -0
- package/scripts/package-smoke.mjs +169 -0
- package/scripts/pre-review-persona-sources.mjs +102 -0
- package/scripts/promote-persona-v3-release.mjs +150 -0
- package/scripts/report-council-evaluation-protocol.mjs +110 -0
- package/scripts/report-host-capabilities.mjs +38 -0
- package/scripts/report-persona-corpus-gaps.mjs +200 -0
- package/scripts/report-persona-v3-build-specs.mjs +47 -0
- package/scripts/report-persona-v3-staging.mjs +115 -0
- package/scripts/review-persona-source-semantics.mjs +62 -0
- package/scripts/review-persona-v3-solo-formulas.mjs +110 -0
- package/scripts/run-persona-v3-ai-machine-simulations.mjs +51 -0
- package/scripts/run-tests.mjs +114 -0
- package/scripts/scaffold-persona-v3-staging.mjs +99 -0
- package/scripts/selfcheck.mjs +102 -0
- package/scripts/sign-persona-source-review.mjs +96 -0
- package/scripts/sync-personas.mjs +270 -0
- package/skills/agent-skills-governance/SKILL.md +21 -8
- package/skills/alphacouncil-agent/SKILL.md +77 -40
- package/test/fixtures/nok-grounding-production-shape.json +38 -0
- package/test/fixtures/options-chain-synthetic.json +55 -0
|
@@ -13,7 +13,7 @@ Request: **$ARGUMENTS**
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|---|---|
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| *(empty)* | Print the mode table below and stop. Do not start a run. |
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| a ticker alone, or a question | **Full council.** Go to "Full council" below. |
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-
| ticker + `quick` | The `quick` preset: 4 analysts
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| ticker + `quick` | The `quick` evidence preset: 4 analysts + the selected master methods + debate. No verification. |
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| ticker + `screen` | `screen_ticker` only. No language-model judgment, no subagents. |
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| ticker + `options` | `get_options_chain` only. |
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| ticker + `news` | `get_news` on the symbol, and on its CIK when it is a US filer. |
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When `$ARGUMENTS` is empty, print exactly this and stop:
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```
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/alpha <TICKER> full council — asks which
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/alpha <TICKER> quick 4 analysts +
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/alpha <TICKER> full council — shows every master, then asks which to run
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/alpha <TICKER> quick 4 analysts + selected masters + debate, no verification
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/alpha <TICKER> screen mechanical filings screen only (no model spend)
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/alpha <TICKER> options IV term structure, skew, positioning (no model spend)
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/alpha <TICKER> news dated filings and headlines (no model spend)
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they cost nothing beyond this turn. The council modes spawn one subagent per seat, and that
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is where the spend is.
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## Council selection gate — mandatory for full and quick
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+
This gate happens before any research tool, run envelope, network fetch or subagent. It is
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the same in Claude Code, Codex, OpenCode and Grok Build.
|
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+
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1. Call `begin_council_selection` with the symbol, original request, language and host. If
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the request explicitly names masters, also pass those stable IDs as
|
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`preselected_master_ids`; this highlights them but does not confirm them.
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2. Show **every returned master individually, in the returned order and with its stable
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number**. Each row must include `identity`, `method`, `best_for` and `maturity`; a school
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name or a count is not a substitute for the individual catalog.
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+
3. Ask for one submission. Accept one number from `1..N`, any comma/space-separated
|
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combination, ranges such as `1-4` or `1..4`, stable IDs/names, or `all`. A host-native
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multi-select is a convenience only. If it is unavailable or cannot show the full catalog,
|
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use the numbered text table and plain reply on every host.
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+
4. If the original request already named masters or said `all`, prefill that choice but
|
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**still show the full catalog and require this run's submission**. Do not silently reuse a
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prior choice. The submitted choice is the confirmation; do not ask a second confirmation.
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5. Call `confirm_master_selection` with the returned `selection_id`, `catalog_hash`,
|
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`display_ack: true`, and exactly one of `selected_master_ids`, `select_all: true`, or
|
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`selection`. Retain the returned one-use `selection_receipt`.
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+
6. Only now call `plan_visible_run`, `collect_evidence` or `analyze_symbol`, passing that
|
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+
`selection_receipt`. Do not also pass `masters` or `masters_roster`; the receipt is the
|
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+
authoritative selection. If the receipt is missing, expired, stale or consumed, restart
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from `begin_council_selection`.
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+
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`screen`, `options`, `news` and `market` are data-only modes and skip this gate. `quick` is
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still a council judgment, so it never skips the gate; it changes the analyst fan-out, not the
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master-selection contract.
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+
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## Full council
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75
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-
1.
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-
|
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-
default to the eight-seat fan-out; do not ask about them. After the answer, start
|
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49
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-
immediately: no preset question, no confirmation. **Skip the question entirely** when the
|
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50
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-
request already said (a named school, "everything", "no masters", "be quick").
|
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+
1. Complete the mandatory council selection gate above. Analysts default to the eight-seat
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+
fan-out; do not ask about them.
|
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78
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2. Follow `skills/alphacouncil-agent/SKILL.md` from Stage 0. Do not improvise a shorter
|
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52
79
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workflow: a report that looks finished and skipped the bench is worse than an obviously
|
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53
80
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partial one.
|
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@@ -61,9 +88,10 @@ is where the spend is.
|
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## Quick mode owes the reader one sentence
|
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90
|
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-
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65
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-
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-
|
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+
Complete the same mandatory council selection gate, then use four analysts, the selected
|
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92
|
+
masters and the debate without verifier fan-out. State that evidence coverage and
|
|
93
|
+
cross-verification are thinner than a standard run; list the selected masters so the quick
|
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94
|
+
result cannot be mistaken for the full bench.
|
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95
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96
|
## Screen mode
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@@ -6,14 +6,14 @@
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},
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"metadata": {
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"description": "AlphaCouncil plugins for public-equity research.",
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"version": "0.
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"version": "0.9.0-solo-test.1"
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},
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"plugins": [
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{
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"name": "alphacouncil-agent",
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"source": "./",
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"description": "Multi-agent equity research: evidence packets, bull/bear debate, portfolio-manager decision.",
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"version": "0.
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"version": "0.9.0-solo-test.1",
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"author": {
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"name": "Zhao73"
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},
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@@ -1,6 +1,6 @@
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1
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{
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"name": "alphacouncil-agent",
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"version": "0.
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"version": "0.9.0-solo-test.1",
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"description": "Multi-agent public-equity research workflow for Claude Code: spawns analyst workers, gathers sourced JSON evidence packets, runs bull/bear debate, and produces a portfolio-manager Buy/Overweight/Hold/Underweight/Sell decision with a full report.",
|
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"author": {
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"name": "Zhao73"
|
package/.grok/commands/alpha.md
CHANGED
|
@@ -13,7 +13,7 @@ Request: **$ARGUMENTS**
|
|
|
13
13
|
|---|---|
|
|
14
14
|
| *(empty)* | Print the mode table below and stop. Do not start a run. |
|
|
15
15
|
| a ticker alone, or a question | **Full council.** Go to "Full council" below. |
|
|
16
|
-
| ticker + `quick` | The `quick` preset: 4 analysts
|
|
16
|
+
| ticker + `quick` | The `quick` evidence preset: 4 analysts + the selected master methods + debate. No verification. |
|
|
17
17
|
| ticker + `screen` | `screen_ticker` only. No language-model judgment, no subagents. |
|
|
18
18
|
| ticker + `options` | `get_options_chain` only. |
|
|
19
19
|
| ticker + `news` | `get_news` on the symbol, and on its CIK when it is a US filer. |
|
|
@@ -22,8 +22,8 @@ Request: **$ARGUMENTS**
|
|
|
22
22
|
When `$ARGUMENTS` is empty, print exactly this and stop:
|
|
23
23
|
|
|
24
24
|
```
|
|
25
|
-
/alpha <TICKER> full council — asks which
|
|
26
|
-
/alpha <TICKER> quick 4 analysts +
|
|
25
|
+
/alpha <TICKER> full council — shows every master, then asks which to run
|
|
26
|
+
/alpha <TICKER> quick 4 analysts + selected masters + debate, no verification
|
|
27
27
|
/alpha <TICKER> screen mechanical filings screen only (no model spend)
|
|
28
28
|
/alpha <TICKER> options IV term structure, skew, positioning (no model spend)
|
|
29
29
|
/alpha <TICKER> news dated filings and headlines (no model spend)
|
|
@@ -41,13 +41,40 @@ Say plainly that the four marked modes call keyless data tools and spawn no suba
|
|
|
41
41
|
they cost nothing beyond this turn. The council modes spawn one subagent per seat, and that
|
|
42
42
|
is where the spend is.
|
|
43
43
|
|
|
44
|
+
## Council selection gate — mandatory for full and quick
|
|
45
|
+
|
|
46
|
+
This gate happens before any research tool, run envelope, network fetch or subagent. It is
|
|
47
|
+
the same in Claude Code, Codex, OpenCode and Grok Build.
|
|
48
|
+
|
|
49
|
+
1. Call `begin_council_selection` with the symbol, original request, language and host. If
|
|
50
|
+
the request explicitly names masters, also pass those stable IDs as
|
|
51
|
+
`preselected_master_ids`; this highlights them but does not confirm them.
|
|
52
|
+
2. Show **every returned master individually, in the returned order and with its stable
|
|
53
|
+
number**. Each row must include `identity`, `method`, `best_for` and `maturity`; a school
|
|
54
|
+
name or a count is not a substitute for the individual catalog.
|
|
55
|
+
3. Ask for one submission. Accept one number from `1..N`, any comma/space-separated
|
|
56
|
+
combination, ranges such as `1-4` or `1..4`, stable IDs/names, or `all`. A host-native
|
|
57
|
+
multi-select is a convenience only. If it is unavailable or cannot show the full catalog,
|
|
58
|
+
use the numbered text table and plain reply on every host.
|
|
59
|
+
4. If the original request already named masters or said `all`, prefill that choice but
|
|
60
|
+
**still show the full catalog and require this run's submission**. Do not silently reuse a
|
|
61
|
+
prior choice. The submitted choice is the confirmation; do not ask a second confirmation.
|
|
62
|
+
5. Call `confirm_master_selection` with the returned `selection_id`, `catalog_hash`,
|
|
63
|
+
`display_ack: true`, and exactly one of `selected_master_ids`, `select_all: true`, or
|
|
64
|
+
`selection`. Retain the returned one-use `selection_receipt`.
|
|
65
|
+
6. Only now call `plan_visible_run`, `collect_evidence` or `analyze_symbol`, passing that
|
|
66
|
+
`selection_receipt`. Do not also pass `masters` or `masters_roster`; the receipt is the
|
|
67
|
+
authoritative selection. If the receipt is missing, expired, stale or consumed, restart
|
|
68
|
+
from `begin_council_selection`.
|
|
69
|
+
|
|
70
|
+
`screen`, `options`, `news` and `market` are data-only modes and skip this gate. `quick` is
|
|
71
|
+
still a council judgment, so it never skips the gate; it changes the analyst fan-out, not the
|
|
72
|
+
master-selection contract.
|
|
73
|
+
|
|
44
74
|
## Full council
|
|
45
75
|
|
|
46
|
-
1.
|
|
47
|
-
|
|
48
|
-
default to the eight-seat fan-out; do not ask about them. After the answer, start
|
|
49
|
-
immediately: no preset question, no confirmation. **Skip the question entirely** when the
|
|
50
|
-
request already said (a named school, "everything", "no masters", "be quick").
|
|
76
|
+
1. Complete the mandatory council selection gate above. Analysts default to the eight-seat
|
|
77
|
+
fan-out; do not ask about them.
|
|
51
78
|
2. Follow `skills/alphacouncil-agent/SKILL.md` from Stage 0. Do not improvise a shorter
|
|
52
79
|
workflow: a report that looks finished and skipped the bench is worse than an obviously
|
|
53
80
|
partial one.
|
|
@@ -61,9 +88,10 @@ is where the spend is.
|
|
|
61
88
|
|
|
62
89
|
## Quick mode owes the reader one sentence
|
|
63
90
|
|
|
64
|
-
|
|
65
|
-
|
|
66
|
-
|
|
91
|
+
Complete the same mandatory council selection gate, then use four analysts, the selected
|
|
92
|
+
masters and the debate without verifier fan-out. State that evidence coverage and
|
|
93
|
+
cross-verification are thinner than a standard run; list the selected masters so the quick
|
|
94
|
+
result cannot be mistaken for the full bench.
|
|
67
95
|
|
|
68
96
|
## Screen mode
|
|
69
97
|
|
|
@@ -13,7 +13,7 @@ Request: **$ARGUMENTS**
|
|
|
13
13
|
|---|---|
|
|
14
14
|
| *(empty)* | Print the mode table below and stop. Do not start a run. |
|
|
15
15
|
| a ticker alone, or a question | **Full council.** Go to "Full council" below. |
|
|
16
|
-
| ticker + `quick` | The `quick` preset: 4 analysts
|
|
16
|
+
| ticker + `quick` | The `quick` evidence preset: 4 analysts + the selected master methods + debate. No verification. |
|
|
17
17
|
| ticker + `screen` | `screen_ticker` only. No language-model judgment, no subagents. |
|
|
18
18
|
| ticker + `options` | `get_options_chain` only. |
|
|
19
19
|
| ticker + `news` | `get_news` on the symbol, and on its CIK when it is a US filer. |
|
|
@@ -22,8 +22,8 @@ Request: **$ARGUMENTS**
|
|
|
22
22
|
When `$ARGUMENTS` is empty, print exactly this and stop:
|
|
23
23
|
|
|
24
24
|
```
|
|
25
|
-
/alpha <TICKER> full council — asks which
|
|
26
|
-
/alpha <TICKER> quick 4 analysts +
|
|
25
|
+
/alpha <TICKER> full council — shows every master, then asks which to run
|
|
26
|
+
/alpha <TICKER> quick 4 analysts + selected masters + debate, no verification
|
|
27
27
|
/alpha <TICKER> screen mechanical filings screen only (no model spend)
|
|
28
28
|
/alpha <TICKER> options IV term structure, skew, positioning (no model spend)
|
|
29
29
|
/alpha <TICKER> news dated filings and headlines (no model spend)
|
|
@@ -41,13 +41,40 @@ Say plainly that the four marked modes call keyless data tools and spawn no suba
|
|
|
41
41
|
they cost nothing beyond this turn. The council modes spawn one subagent per seat, and that
|
|
42
42
|
is where the spend is.
|
|
43
43
|
|
|
44
|
+
## Council selection gate — mandatory for full and quick
|
|
45
|
+
|
|
46
|
+
This gate happens before any research tool, run envelope, network fetch or subagent. It is
|
|
47
|
+
the same in Claude Code, Codex, OpenCode and Grok Build.
|
|
48
|
+
|
|
49
|
+
1. Call `begin_council_selection` with the symbol, original request, language and host. If
|
|
50
|
+
the request explicitly names masters, also pass those stable IDs as
|
|
51
|
+
`preselected_master_ids`; this highlights them but does not confirm them.
|
|
52
|
+
2. Show **every returned master individually, in the returned order and with its stable
|
|
53
|
+
number**. Each row must include `identity`, `method`, `best_for` and `maturity`; a school
|
|
54
|
+
name or a count is not a substitute for the individual catalog.
|
|
55
|
+
3. Ask for one submission. Accept one number from `1..N`, any comma/space-separated
|
|
56
|
+
combination, ranges such as `1-4` or `1..4`, stable IDs/names, or `all`. A host-native
|
|
57
|
+
multi-select is a convenience only. If it is unavailable or cannot show the full catalog,
|
|
58
|
+
use the numbered text table and plain reply on every host.
|
|
59
|
+
4. If the original request already named masters or said `all`, prefill that choice but
|
|
60
|
+
**still show the full catalog and require this run's submission**. Do not silently reuse a
|
|
61
|
+
prior choice. The submitted choice is the confirmation; do not ask a second confirmation.
|
|
62
|
+
5. Call `confirm_master_selection` with the returned `selection_id`, `catalog_hash`,
|
|
63
|
+
`display_ack: true`, and exactly one of `selected_master_ids`, `select_all: true`, or
|
|
64
|
+
`selection`. Retain the returned one-use `selection_receipt`.
|
|
65
|
+
6. Only now call `plan_visible_run`, `collect_evidence` or `analyze_symbol`, passing that
|
|
66
|
+
`selection_receipt`. Do not also pass `masters` or `masters_roster`; the receipt is the
|
|
67
|
+
authoritative selection. If the receipt is missing, expired, stale or consumed, restart
|
|
68
|
+
from `begin_council_selection`.
|
|
69
|
+
|
|
70
|
+
`screen`, `options`, `news` and `market` are data-only modes and skip this gate. `quick` is
|
|
71
|
+
still a council judgment, so it never skips the gate; it changes the analyst fan-out, not the
|
|
72
|
+
master-selection contract.
|
|
73
|
+
|
|
44
74
|
## Full council
|
|
45
75
|
|
|
46
|
-
1.
|
|
47
|
-
|
|
48
|
-
default to the eight-seat fan-out; do not ask about them. After the answer, start
|
|
49
|
-
immediately: no preset question, no confirmation. **Skip the question entirely** when the
|
|
50
|
-
request already said (a named school, "everything", "no masters", "be quick").
|
|
76
|
+
1. Complete the mandatory council selection gate above. Analysts default to the eight-seat
|
|
77
|
+
fan-out; do not ask about them.
|
|
51
78
|
2. Follow `skills/alphacouncil-agent/SKILL.md` from Stage 0. Do not improvise a shorter
|
|
52
79
|
workflow: a report that looks finished and skipped the bench is worse than an obviously
|
|
53
80
|
partial one.
|
|
@@ -61,9 +88,10 @@ is where the spend is.
|
|
|
61
88
|
|
|
62
89
|
## Quick mode owes the reader one sentence
|
|
63
90
|
|
|
64
|
-
|
|
65
|
-
|
|
66
|
-
|
|
91
|
+
Complete the same mandatory council selection gate, then use four analysts, the selected
|
|
92
|
+
masters and the debate without verifier fan-out. State that evidence coverage and
|
|
93
|
+
cross-verification are thinner than a standard run; list the selected masters so the quick
|
|
94
|
+
result cannot be mistaken for the full bench.
|
|
67
95
|
|
|
68
96
|
## Screen mode
|
|
69
97
|
|
package/AGENTS.md
CHANGED
|
@@ -13,6 +13,16 @@ Run `npm run check` after any code or prompt change.
|
|
|
13
13
|
The MCP server is the load-bearing integration on every host: it reads `personas/` directly,
|
|
14
14
|
so a host that ignores the generated agent files still gets correct prompts.
|
|
15
15
|
|
|
16
|
+
Every host also follows the same mandatory master-selection protocol for a full or quick
|
|
17
|
+
council. Call `begin_council_selection`, display every returned entry with its number,
|
|
18
|
+
identity, method and `best_for`, collect a numbered/range/ID/`all` submission, then call
|
|
19
|
+
`confirm_master_selection` with `display_ack: true`. Existing names in the request are only
|
|
20
|
+
a prefill; the full catalog is still shown. Only the returned one-use `selection_receipt`
|
|
21
|
+
may authorize `plan_visible_run`, `collect_evidence` or `analyze_symbol`. A host-native
|
|
22
|
+
multi-select is optional UI sugar; the numbered text fallback is mandatory on Claude Code,
|
|
23
|
+
Codex, OpenCode and Grok Build. Data-only `screen`, `options`, `news` and `market` modes are
|
|
24
|
+
the only `/alpha` routes that skip this gate.
|
|
25
|
+
|
|
16
26
|
| Host | Config | Agents | Skills |
|
|
17
27
|
|---|---|---|---|
|
|
18
28
|
| Claude Code | `.claude-plugin/plugin.json`, `.mcp.json` | `.claude/agents/alphacouncil-*.md` | `skills/` via the plugin manifest |
|
|
@@ -76,8 +86,8 @@ rather than four in a menu of a hundred.
|
|
|
76
86
|
|
|
77
87
|
| Invocation | What runs | Model spend |
|
|
78
88
|
|---|---|---|
|
|
79
|
-
| `/alpha <ticker>` |
|
|
80
|
-
| `/alpha <ticker> quick` | 4 analysts +
|
|
89
|
+
| `/alpha <ticker>` | Shows every master, confirms `1..N`/ranges/`all`, then runs the full council | one subagent per selected seat |
|
|
90
|
+
| `/alpha <ticker> quick` | Same mandatory master selection, then 4 analysts + selected masters + debate; no verification | varies with selection |
|
|
81
91
|
| `/alpha <ticker> screen` | Mechanical filings screen only | **none** |
|
|
82
92
|
| `/alpha <ticker> options` | IV term structure, skew, positioning | **none** |
|
|
83
93
|
| `/alpha <ticker> news` | Dated filings and headlines | **none** |
|
|
@@ -85,8 +95,8 @@ rather than four in a menu of a hundred.
|
|
|
85
95
|
| `/alpha` | Lists the modes and stops | **none** |
|
|
86
96
|
|
|
87
97
|
The four marked **none** call keyless data tools and spawn no subagents, so they cost
|
|
88
|
-
nothing beyond the turn you type them in.
|
|
89
|
-
|
|
98
|
+
nothing beyond the turn you type them in. Full and quick are council modes: both require a
|
|
99
|
+
fresh selection receipt, and their cost varies with the selected master count.
|
|
90
100
|
|
|
91
101
|
| Host | Where it reads them |
|
|
92
102
|
|---|---|
|
package/CHANGELOG.md
CHANGED
|
@@ -2,6 +2,89 @@
|
|
|
2
2
|
|
|
3
3
|
Notable changes per release. Dates are UTC.
|
|
4
4
|
|
|
5
|
+
## [0.9.0-solo-test.1] — 2026-07-27
|
|
6
|
+
|
|
7
|
+
This package is the first **0.9.0 solo-test prerelease**, not a formal production-GA release.
|
|
8
|
+
`package.json`, the Claude/Codex plugin surfaces, marketplace metadata and
|
|
9
|
+
`data/build-profile.v1.json` all declare `0.9.0-solo-test.1`.
|
|
10
|
+
|
|
11
|
+
The public package uses npm's `next` dist-tag and the GitHub release is marked as a
|
|
12
|
+
pre-release. Exact `0.9.0-solo-test.1` installation is supported while `latest` stays on the
|
|
13
|
+
production-facing 0.8.0 line and the stable `0.9.0` version remains unoccupied until the
|
|
14
|
+
formal GA gates pass.
|
|
15
|
+
|
|
16
|
+
### Solo-test assurance boundary
|
|
17
|
+
|
|
18
|
+
- Exactly 26 physical PersonaPack v3 packs are packaged under the isolated solo-test root.
|
|
19
|
+
- Exactly 52 executable tools are present, all marked `provisional_derived_proxy`.
|
|
20
|
+
- All 26 seats remain provisional `operator_lens`; operational seats: **0**;
|
|
21
|
+
`method_model` seats: **0**.
|
|
22
|
+
- Human source approvals: **0**; human formula approvals: **0**; human approval signatures:
|
|
23
|
+
**0**. Project-derived proxies are test fixtures, not named-investor method attribution.
|
|
24
|
+
- All 32 archived source candidates now have hash-bound machine pre-review artifacts. Three
|
|
25
|
+
isolated AI roles produce 96 deterministic triage outputs with explicit questions and
|
|
26
|
+
verdicts, while `human_reviewed=false` and `production_effect=none` keep the trusted
|
|
27
|
+
human-review quorum and production gate fail-closed.
|
|
28
|
+
- The production loader rejects all 26 solo-test packs. Formal production assembly,
|
|
29
|
+
cutover, rollback evidence and GA remain fail-closed until the outstanding human-review,
|
|
30
|
+
experiment, host and release gates pass.
|
|
31
|
+
- Source and installed-package validation are now separated: a source checkout verifies its
|
|
32
|
+
private/raw staging tree when present, while an installed package runs a real MCP selection
|
|
33
|
+
and receipt-replay smoke instead of reporting a misleading zero-test pass.
|
|
34
|
+
|
|
35
|
+
Exact verification commands and the observed status are recorded in
|
|
36
|
+
`docs/solo-test-0.9.0.md`.
|
|
37
|
+
|
|
38
|
+
### Added in the first 0.9.0 increment
|
|
39
|
+
|
|
40
|
+
- **A mandatory per-run master chooser.** `begin_council_selection` freezes the current
|
|
41
|
+
catalog and returns every seat with a stable number, identity, method, best-use case and
|
|
42
|
+
maturity. `confirm_master_selection` accepts one seat, any combination, ranges, stable IDs
|
|
43
|
+
or `all`, then issues a short-lived one-run receipt.
|
|
44
|
+
- **Server-side enforcement rather than prompt etiquette.** `plan_visible_run`,
|
|
45
|
+
`collect_evidence` and `analyze_symbol` reject an absent, stale, replayed, cross-symbol or
|
|
46
|
+
cross-intent receipt before creating a run or fetching data. Confirm and consume operations
|
|
47
|
+
use exclusive file locks so separate host processes cannot spend the same selection twice.
|
|
48
|
+
Run starts also hold an exclusive lock: concurrent retries create one lifecycle, while a
|
|
49
|
+
completed same-receipt retry loads existing state instead of erasing packets or paying for
|
|
50
|
+
the council again.
|
|
51
|
+
- **Text-complete four-host interaction.** Claude Code, Codex, OpenCode and Grok may enhance
|
|
52
|
+
the chooser with native multi-select, but all share the numbered text grammar and the same
|
|
53
|
+
MCP receipt. A named master is only preselected; the catalog is still displayed and the
|
|
54
|
+
user still submits this run's choice.
|
|
55
|
+
- **Headless master execution.** The one-call analysis path now actually runs the selected
|
|
56
|
+
masters between evidence and debate. A failed selected seat stays missing and prevents a
|
|
57
|
+
false `complete` status.
|
|
58
|
+
- **Selection audit fields.** `status.json` records the catalog/selection hashes, selected,
|
|
59
|
+
completed and pending masters, counts, per-seat state and the consumed selection ID.
|
|
60
|
+
- **The five missing requested seats are now selectable.** Damodaran, Ackman, Cathie Wood,
|
|
61
|
+
Pabrai and Jhunjhunwala expand the active catalog from 21 to exactly 26. The complete
|
|
62
|
+
26-seat solo-test tree now loads only through the explicit provisional path as
|
|
63
|
+
`operator_lens`; none is mislabeled as operational or as a completed v3 method model.
|
|
64
|
+
- **Cryptographic PersonaPack admission and release foundations.** Experiment results now use
|
|
65
|
+
Ed25519 attestations bound to the exact artifact/corpus/policy/tool/prompt hashes;
|
|
66
|
+
`method_model` promotion stays fused closed until explicitly enabled after all gates pass.
|
|
67
|
+
Source review and release operations each require two distinct trusted principals, so
|
|
68
|
+
repeated keys or copied reviewer names cannot manufacture independence.
|
|
69
|
+
- **Immutable 26-pack publication and rollback.** The assembler accepts only one complete
|
|
70
|
+
operational-or-higher 26-seat tree, verifies signed source-adjudication ledgers, embeds and
|
|
71
|
+
hashes their evidence, then publishes by same-filesystem fsync and atomic rename. Signed
|
|
72
|
+
cutover/rollback approvals produce immutable versioned pointer history.
|
|
73
|
+
- **A fail-closed GA verifier.** The real immutable release manifest is checked against the
|
|
74
|
+
production pack hashes. A separate signed evidence document must cover Claude Code,
|
|
75
|
+
Codex, OpenCode, Grok, the installed package, cutover and rollback. The previous unsigned
|
|
76
|
+
combined-JSON shape is rejected rather than accepted as self-certification.
|
|
77
|
+
|
|
78
|
+
### In progress, not yet a production-GA claim
|
|
79
|
+
|
|
80
|
+
- Migrate all 26 seats to PersonaPack v3 with sourced doctrine, private research plans,
|
|
81
|
+
typed computations, native decisions, hard vetoes, calibration and ablation tests.
|
|
82
|
+
- Pass the A-E comparison ladder: single-agent baseline; 8 analysts; 8 analysts plus selected
|
|
83
|
+
masters; verifier-enabled council; and blinded human reference answers. Seat count is never
|
|
84
|
+
treated as independent sample count.
|
|
85
|
+
|
|
86
|
+
Implementation tracker: `docs/plans/0.9.0-personapack-v3.md`.
|
|
87
|
+
|
|
5
88
|
## [0.8.0] — 2026-07-27
|
|
6
89
|
|
|
7
90
|
Minor rather than patch: **the master bench changes from prompt voices to method models,
|
package/CLAUDE.md
CHANGED
|
@@ -6,15 +6,25 @@ You are working on `alphacouncil-agent`, a Codex plugin for public-equity resear
|
|
|
6
6
|
|
|
7
7
|
The plugin turns `@alphacouncil-agent <ticker/request>` into a full equity-research workflow:
|
|
8
8
|
|
|
9
|
-
1.
|
|
10
|
-
2.
|
|
11
|
-
3.
|
|
12
|
-
4.
|
|
13
|
-
5. Run
|
|
14
|
-
6.
|
|
9
|
+
1. Display every available master method and confirm a one-run selection receipt.
|
|
10
|
+
2. Spawn or plan specialized analyst workers.
|
|
11
|
+
3. Produce JSON evidence packets with sourced claims.
|
|
12
|
+
4. Merge packets into a shared evidence base and run every selected master.
|
|
13
|
+
5. Run bull and bear researchers.
|
|
14
|
+
6. Run a portfolio manager to decide Buy / Overweight / Hold / Underweight / Sell.
|
|
15
|
+
7. Write a complete final report directly in chat and to `~/.alphacouncil-agent/runs/<run_id>/final_report.md`.
|
|
15
16
|
|
|
16
17
|
Default behavior is full workflow. Do not downgrade to lite, smoke-test, or debug output unless the user explicitly asks for it.
|
|
17
18
|
|
|
19
|
+
## Current Build Profile
|
|
20
|
+
|
|
21
|
+
The declared package/plugin version is `0.9.0-solo-test.1`, channel `solo_test`. The isolated packaged
|
|
22
|
+
tree contains 26 physical v3 packs and 52 executable `provisional_derived_proxy` tools.
|
|
23
|
+
Every seat is still a provisional `operator_lens`: operational = 0, `method_model` = 0,
|
|
24
|
+
human source approvals = 0, human formula approvals = 0, human approval signatures = 0.
|
|
25
|
+
The production loader rejects these packs and formal production GA remains fail-closed.
|
|
26
|
+
See `docs/solo-test-0.9.0.md`.
|
|
27
|
+
|
|
18
28
|
## Agent-Skills Governance
|
|
19
29
|
|
|
20
30
|
Also follow `skills/agent-skills-governance/SKILL.md`. It is bundled with this plugin and applies the `addyosmani/agent-skills` style of explicit gates, anti-rationalizations, and exit criteria to AlphaCouncil runs. Do not treat it as an optional local setup step.
|
|
@@ -25,6 +35,16 @@ Also follow `skills/agent-skills-governance/SKILL.md`. It is bundled with this p
|
|
|
25
35
|
`quick`, `screen`, `options`, `news` and `market` select narrower modes, and the last four
|
|
26
36
|
spawn no subagents at all.
|
|
27
37
|
|
|
38
|
+
Every full or quick council run must first call `begin_council_selection`, display each
|
|
39
|
+
returned master with its stable number, identity, method and `best_for`, and obtain a
|
|
40
|
+
submission. A native multi-select is optional; the common fallback accepts numbered choices,
|
|
41
|
+
ranges and `all` in plain text on every host. Even if the request already names masters,
|
|
42
|
+
show the complete catalog and treat those names only as a prefill. Call
|
|
43
|
+
`confirm_master_selection(selection_id, catalog_hash, display_ack: true, ...)`, then pass its
|
|
44
|
+
one-use `selection_receipt` to `plan_visible_run`, `collect_evidence` or `analyze_symbol`.
|
|
45
|
+
No research, run directory or worker may start before that receipt exists. Data-only
|
|
46
|
+
`screen`, `options`, `news` and `market` modes skip the selection gate.
|
|
47
|
+
|
|
28
48
|
## Analyst Roles
|
|
29
49
|
|
|
30
50
|
Default evidence roles (the eight-seat default fan-out):
|
|
@@ -44,9 +64,14 @@ Optional analysts, on the `full` roster rather than the default:
|
|
|
44
64
|
- `market_narrative`
|
|
45
65
|
- `social_pulse`
|
|
46
66
|
|
|
47
|
-
Master bench:
|
|
48
|
-
|
|
49
|
-
|
|
67
|
+
Master bench: the complete generated catalog (26 selectable lenses for the 0.9.0 roster), selectable
|
|
68
|
+
one by one or with `all`, and run between evidence and debate on **every** host. Verifiers:
|
|
69
|
+
`source_fidelity`, `rederivation`, `refuter`. See `skills/alphacouncil-agent/SKILL.md` for the
|
|
70
|
+
workflow and `docs/personas.md` for the generated roster.
|
|
71
|
+
|
|
72
|
+
Do not call the 26 solo-test packs approved method models. The explicit solo-test loader
|
|
73
|
+
exposes 26 provisional `operator_lens` packs and 52 executable derived-proxy tools; none is
|
|
74
|
+
operational or `method_model`, and none has human source/formula approval or signature.
|
|
50
75
|
|
|
51
76
|
Debate roles:
|
|
52
77
|
|
package/PRODUCT.md
ADDED
|
@@ -0,0 +1,37 @@
|
|
|
1
|
+
# Product
|
|
2
|
+
|
|
3
|
+
## Register
|
|
4
|
+
|
|
5
|
+
product
|
|
6
|
+
|
|
7
|
+
## Users
|
|
8
|
+
|
|
9
|
+
AlphaCouncil serves investors, analysts, researchers, and technically capable users who run public-equity research from Claude Code, Codex, OpenCode, or Grok Build. They may be making a quick research pass or assembling a deeper investment-committee record, and they need to understand the time, cost, evidence coverage, and method lenses they are choosing before work begins.
|
|
10
|
+
|
|
11
|
+
## Product Purpose
|
|
12
|
+
|
|
13
|
+
AlphaCouncil turns a listed-equity question into an auditable research workflow: specialist evidence collection, selected investor-method lenses, verification, bull/bear debate, and a portfolio-manager decision with durable artifacts. Success means the user controls which method seats run, every selected seat is actually completed, material claims remain traceable to sources, and every supported host executes the same workflow contract.
|
|
14
|
+
|
|
15
|
+
## Brand Personality
|
|
16
|
+
|
|
17
|
+
Precise, rigorous, transparent. The product should communicate expert confidence without theatrical certainty. It should make cost, missing evidence, method limits, and incomplete work visible instead of hiding them behind polished prose.
|
|
18
|
+
|
|
19
|
+
## Anti-references
|
|
20
|
+
|
|
21
|
+
- A one-click AI stock picker that starts expensive work without showing what will run.
|
|
22
|
+
- A casino-like voting screen that treats correlated persona outputs as independent votes.
|
|
23
|
+
- Celebrity role-play whose only differentiation is a name, portrait, quote, or speaking style.
|
|
24
|
+
- A dense configuration wizard that asks users to decide technical details they do not need to understand.
|
|
25
|
+
- Host-specific workflows whose controls or completion rules drift between Claude Code, Codex, OpenCode, and Grok Build.
|
|
26
|
+
|
|
27
|
+
## Design Principles
|
|
28
|
+
|
|
29
|
+
1. User choice before spend: every council run requires an explicit, one-run master selection.
|
|
30
|
+
2. Explain the method, not the celebrity: each selectable master states what it examines, where it abstains, and its maturity.
|
|
31
|
+
3. Progressive disclosure: show a compact grouped roster first, preserve access to all individual seats, and make select-all explicit.
|
|
32
|
+
4. Native when available, text-complete everywhere: use a host's multi-select control when it exists, with an equivalent numbered or ID-based fallback.
|
|
33
|
+
5. Selection is a contract: persist the exact selected IDs and catalog version, and block execution until the selection is confirmed.
|
|
34
|
+
|
|
35
|
+
## Accessibility & Inclusion
|
|
36
|
+
|
|
37
|
+
The complete selection workflow must work by keyboard and in plain text without relying on color, pointer input, hover, images, or a particular host widget. Labels and descriptions must support the run language, preserve stable persona IDs, expose selected count and validation errors, and remain usable with screen readers and narrow terminal widths. Motion is not required. Host-native controls must retain an equivalent textual fallback.
|
package/README.ja.md
CHANGED
|
@@ -57,6 +57,19 @@ AlphaCouncil Agent は、**上場株式のリサーチ**向けの Codex / Claude
|
|
|
57
57
|
|
|
58
58
|
このリポジトリはアップロード用のソースコピーです。実行成果物はリポジトリの外、`~/.alphacouncil-agent/runs/<run_id>/` に書き出されます。
|
|
59
59
|
|
|
60
|
+
## 現在の 0.9.0 ステータス:solo-test
|
|
61
|
+
|
|
62
|
+
パッケージとプラグインのバージョン表面は `0.9.0-solo-test.1` ですが、これは明示的に分離された
|
|
63
|
+
**solo-test** チャネルであり、正式な production GA ではありません。決定論的経路を
|
|
64
|
+
エンドツーエンドで試験するため、26 個の物理 PersonaPack v3 パックと 52 個の実行可能な
|
|
65
|
+
`provisional_derived_proxy` ツールを同梱します。全 26 席は provisional
|
|
66
|
+
`operator_lens` のままです。`operational`:**0**、`method_model`:**0**、人間による
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ソース承認:**0**、数式承認:**0**、承認署名:**0**です。
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production loader はこのツリーを拒否し、production assembly、cutover、GA は
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fail-closed のままです。正確なテストコマンドと確認済みステータスは
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[docs/solo-test-0.9.0.md](docs/solo-test-0.9.0.md) を参照してください。
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## 📜 免責事項
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本ソフトウェアは**教育・研究目的のみ**を対象としており、**投資助言ではありません**。いかなる証券の売買の推奨・勧誘でもありません。AI が生成する分析は不完全・古い・誤っている可能性があります。投資判断の前に、必ずご自身で調査し、有資格の専門家にご相談ください。作者はいかなる損失についても責任を負いません。
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| `/alpha <ticker>` | 全マスターを個別表示し、`1..N`/範囲/`all` を確認してフル委員会を実行 | 選択した席ごとに 1 サブエージェント |
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| `/alpha <ticker> quick` | 同じ必須マスター選択後、アナリスト 4 名+選択マスター+討論。検証なし | 選択数により変動 |
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| `/alpha <ticker> screen` | 機械的スクリーニングのみ | **なし** |
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| `/alpha <ticker> options` | IV ターム構造、スキュー、建玉分布 | **なし** |
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| `/alpha <ticker> news` | 日付付きの提出書類とニュース | **なし** |
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| `/alpha market <theme>` | 市場が語っている物語 | **なし** |
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| `/alpha` | モード一覧を出して停止 | **なし** |
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**なし** と記した 4 つはキー不要のデータツールを呼ぶだけで、サブエージェントを一切起動しません。フルと quick はどちらも委員会モードです。調査前に全マスターの番号、名称、手法、最適用途を表示します。4 ホスト共通の番号テキスト入力が基準で、ネイティブ複数選択は補助にすぎません。依頼ですでに人物名が指定されていてもプリフィル扱いに留め、全一覧を表示して今回限りの receipt を確認します。
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上場銘柄なら何でも:`/alpha AAPL` · `/alpha 0700.HK quick` · `/alpha 7203.T news` · `/alpha market rates`。
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提出書類ベースのモードは米国登録企業が必要です。他市場は黙って空を返すのではなく `market_coverage` で対応状況を示します。
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- ニュース、業界動向、サプライチェーン、経営陣の発言と行動の照合
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- SEC提出書類、Form 4 インサイダー取引、自社株買い、希薄化、負債と資本配分
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- 個別選択可能な 26 の投資手法レンズが同じ事実を読む
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最終レポートはチャット上でそのまま読めます。アナリスト作業記録、データと提出書類の要約、ブル/ベア討論、PM裁定、エントリー価格帯、短中長期の見方、データギャップ、確信度、出典表を含みます。
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- **解析可能なタイムスタンプを持たないニュースは除外**され、「最新」として表示されません。
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- **`iv = 0` の建玉は除外。** CBOEは満期到来済みやディープITMで0を返しますが、0が平均に混入すると欠損値ではなく「落ち着いた銘柄」に見えてしまいます。
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## 🏛️ マスター陣 ——
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## 🏛️ マスター陣 —— 26の投資手法レンズ
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公開された方法論の再構成であり、**本人の発言では一切ありません**。各レンズは自らの思考順序、最初に見るもの、典型的な問いかけ、そして**自身の失敗モード**を明示します —— 自分がどう間違うか言えない席は、間違ったときに手を挙げません。
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| クオンツ | サイモンズ · アスネス · ソープ |
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| v3 拡張 | ダモダラン · アックマン · キャシー・ウッド · パブライ · ジュンジュンワラ |
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0.9.0 solo-test カタログには 26 個の選択可能な物理 v3 パックがありますが、
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**26 パックは 26 個の承認済みメソッドモデルを意味しません**。全 26 席は provisional
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`operator_lens` のままです。52 個のツールは実行可能な
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`provisional_derived_proxy` テスト代理であり、人間が承認した数式帰属ではありません。
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`operational` と `method_model` はともに 0 で、正式な production GA は fail-closed の
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ままです。
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マスターはアナリストと**同じ確定事実**(提出書類、株価、財務、マクロ)を読みます。アナリストのパケットは別途、「事実ではなく他席の解釈」として明示のうえ渡されます。この分離こそが要点です:アナリストが粗利率を見た箇所でマンガーはインセンティブ構造を見る —— それぞれが独自に取捨選択してこそ、この陣容に意味があります。詳細は [docs/attribution.md](docs/attribution.md)。
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flowchart TD
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U["@alphacouncil-agent"] --> G[("Established facts<br/>filings · quotes · macro · options")]
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G --> AG{{"Analyst council"}}
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G --> MS{{"Master bench<br/>
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G --> MS{{"Master bench<br/>26 lenses"}}
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AG --> A1["Market data"]
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AG --> A2["Earnings"]
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AG --> A3["Valuation"]
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PM --> R[["final_report.md"]]
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```
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マスターは事実から分岐し、アナリストのパケットからは分岐しません。
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マスターは事実から分岐し、アナリストのパケットからは分岐しません。26のレンズに一人のアナリストの取捨選択を与えれば、全員が同じ盲点を共有します —— 大きく、かつ完全に相関した誤差であり、陣容を持つ理由そのものが失われます。
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主要ファイル:
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