alphacouncil-agent 0.9.1 → 0.9.4

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.
Files changed (83) hide show
  1. package/.claude/commands/alpha.md +22 -3
  2. package/.claude-plugin/marketplace.json +2 -2
  3. package/.claude-plugin/plugin.json +1 -1
  4. package/.codex-plugin/plugin.json +1 -1
  5. package/.grok/commands/alpha.md +22 -3
  6. package/.opencode/command/alpha.md +22 -3
  7. package/AGENTS.md +27 -4
  8. package/CHANGELOG.md +90 -0
  9. package/CLAUDE.md +41 -7
  10. package/README.ja.md +21 -11
  11. package/README.md +35 -11
  12. package/README.zh-CN.md +31 -11
  13. package/commands/alpha.md +22 -3
  14. package/data/build-profile.v1.json +1 -1
  15. package/data/master-selector-method-locales.v1.mjs +286 -0
  16. package/docs/INSTALL.md +43 -6
  17. package/docs/evaluation/persona-v3-release-evidence.md +2 -2
  18. package/docs/plans/0.9.0-personapack-v3.md +3 -3
  19. package/docs/releases/v0.9.2.md +62 -0
  20. package/docs/releases/v0.9.3.md +86 -0
  21. package/docs/releases/v0.9.4.md +79 -0
  22. package/docs/report-contract.md +50 -1
  23. package/knowledge/ai-assisted-solo/experiments/runs/a.json +4 -4
  24. package/knowledge/ai-assisted-solo/experiments/runs/b.json +2 -2
  25. package/knowledge/ai-assisted-solo/experiments/runs/c.json +2 -2
  26. package/knowledge/ai-assisted-solo/experiments/runs/d13.json +16 -16
  27. package/knowledge/ai-assisted-solo/experiments/runs/d26.json +29 -29
  28. package/knowledge/ai-assisted-solo/experiments/runs/e-d13.json +19 -19
  29. package/knowledge/ai-assisted-solo/experiments/runs/e-d26.json +32 -32
  30. package/knowledge/ai-assisted-solo/experiments/runs/h_ai_reference.json +33 -33
  31. package/knowledge/ai-assisted-solo/experiments/simulation-input.json +79 -79
  32. package/knowledge/ai-assisted-solo/experiments/simulation-manifest.json +19 -19
  33. package/knowledge/solo-test/masters/master_ackman/manifest.json +14 -4
  34. package/knowledge/solo-test/masters/master_aschenbrenner/manifest.json +14 -4
  35. package/knowledge/solo-test/masters/master_asness/manifest.json +14 -4
  36. package/knowledge/solo-test/masters/master_buffett/manifest.json +14 -4
  37. package/knowledge/solo-test/masters/master_burry/manifest.json +14 -4
  38. package/knowledge/solo-test/masters/master_cathie_wood/manifest.json +14 -4
  39. package/knowledge/solo-test/masters/master_dalio/manifest.json +14 -4
  40. package/knowledge/solo-test/masters/master_damodaran/manifest.json +14 -4
  41. package/knowledge/solo-test/masters/master_druckenmiller/manifest.json +14 -4
  42. package/knowledge/solo-test/masters/master_duan_yongping/manifest.json +14 -4
  43. package/knowledge/solo-test/masters/master_fisher/manifest.json +14 -4
  44. package/knowledge/solo-test/masters/master_forensic_short/manifest.json +14 -4
  45. package/knowledge/solo-test/masters/master_graham/manifest.json +14 -4
  46. package/knowledge/solo-test/masters/master_jhunjhunwala/manifest.json +14 -4
  47. package/knowledge/solo-test/masters/master_klarman/manifest.json +14 -4
  48. package/knowledge/solo-test/masters/master_li_lu/manifest.json +14 -4
  49. package/knowledge/solo-test/masters/master_lynch/manifest.json +14 -4
  50. package/knowledge/solo-test/masters/master_marks/manifest.json +14 -4
  51. package/knowledge/solo-test/masters/master_munger/manifest.json +14 -4
  52. package/knowledge/solo-test/masters/master_natenberg/manifest.json +14 -4
  53. package/knowledge/solo-test/masters/master_pabrai/manifest.json +14 -4
  54. package/knowledge/solo-test/masters/master_simons/manifest.json +14 -4
  55. package/knowledge/solo-test/masters/master_sinclair/manifest.json +14 -4
  56. package/knowledge/solo-test/masters/master_soros/manifest.json +14 -4
  57. package/knowledge/solo-test/masters/master_taleb/manifest.json +14 -4
  58. package/knowledge/solo-test/masters/master_thorp/manifest.json +14 -4
  59. package/mcp/lib/abort.mjs +0 -1
  60. package/mcp/lib/codex.mjs +3 -3
  61. package/mcp/lib/constants.mjs +61 -25
  62. package/mcp/lib/council-options.mjs +95 -40
  63. package/mcp/lib/council-selection.mjs +95 -9
  64. package/mcp/lib/gates.mjs +78 -11
  65. package/mcp/lib/lang.mjs +109 -2
  66. package/mcp/lib/markdown.mjs +444 -135
  67. package/mcp/lib/master-catalog.mjs +28 -3
  68. package/mcp/lib/orchestrator.mjs +952 -266
  69. package/mcp/lib/packets.mjs +173 -20
  70. package/mcp/lib/personas/engine.mjs +30 -30
  71. package/mcp/lib/personas-v3/compiler.mjs +2 -0
  72. package/mcp/lib/personas-v3/loader.mjs +10 -7
  73. package/mcp/lib/personas-v3/source-acquisition.mjs +10 -3
  74. package/mcp/lib/prompts.mjs +33 -0
  75. package/mcp/lib/rpc.mjs +75 -33
  76. package/mcp/lib/run-store.mjs +23 -0
  77. package/package.json +2 -2
  78. package/schemas/persona-v3.schema.json +37 -2
  79. package/scripts/lib/packaged-host-parity.mjs +54 -5
  80. package/scripts/lib/persona-v3-solo-test-packs.mjs +31 -5
  81. package/scripts/package-smoke.mjs +31 -12
  82. package/scripts/run-tests.mjs +23 -2
  83. package/skills/alphacouncil-agent/SKILL.md +50 -7
@@ -77,11 +77,15 @@
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  "maturity": "operator_lens",
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  "operator_label": {
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  "en": "Asness Factor Lens Provisional Operator Lens",
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+ "ja": "Asness Factor Lens 暫定オペレーター・レンズ",
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+ "ko": "Asness Factor Lens 임시 오퍼레이터 렌즈",
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  "zh": "Asness 因子视角临时操作视角"
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  },
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  "persona_id": "master_asness",
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  "public_label": {
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  "en": "Asness Factor Lens Solo Test",
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+ "ja": "Asness Factor Lens 単独テスト",
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+ "ko": "Asness Factor Lens 단독 테스트",
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  "zh": "Asness 因子视角单人测试"
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  },
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  "source_cutoff": "2026-07-27"
@@ -92,7 +96,7 @@
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  "leak_rule": "public_at <= as_of AND memory_created_at <= as_of",
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  "postmortem_horizon_days": 90
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  },
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- "pack_version": "0.9.1",
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+ "pack_version": "0.9.4",
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  "research": {
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  "mandatory_disconfirming_queries": [
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  "Reject attribution when factor construction is not versioned and reproducible.",
@@ -109,16 +113,22 @@
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  "schema_version": 3,
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  "selection": {
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  "best_for": {
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- "en": "Testing deterministic behavior in factor_investing, portfolio_attribution, style_cycles, crowding",
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- "zh": "用于测试确定性行为:factor_investing、portfolio_attribution、style_cycles、crowding"
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+ "en": "Factor investing, portfolio attribution, style cycles, and crowded positioning.",
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+ "ja": "ファクター投資、ポートフォリオ帰属分析、スタイル循環、ポジションの混雑。",
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+ "ko": "팩터 투자, 포트폴리오 성과 귀속, 스타일 순환, 포지션 쏠림.",
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+ "zh": "因子投资、组合归因、风格周期与拥挤交易。"
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  },
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  "identity": {
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  "en": "Asness Factor Lens; project-derived and not human reviewed",
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+ "ja": "Asness Factor Lens。プロジェクト派生で、方法帰属について人による審査を受けていない暫定オペレーター・レンズ。本人の発言や現在の見解ではない。",
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+ "ko": "Asness Factor Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
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  "zh": "Asness 因子视角;项目派生、未经人工审定"
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  },
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  "method": {
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  "en": "Decompose returns into value, momentum, quality, beta, sector and crowding exposures before treating residual performance as alpha.",
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- "zh": "Decompose returns into value, momentum, quality, beta, sector and crowding exposures before treating residual performance as alpha."
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+ "ja": "リターンをバリュー、モメンタム、クオリティ、ベータ、セクター、混雑度へのエクスポージャーに分解し、残差リターンをアルファとみなす前に検証する。",
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+ "ko": "수익률을 가치, 모멘텀, 퀄리티, 베타, 섹터, 쏠림 노출로 분해한 뒤 잔여 성과를 알파로 간주할 수 있는지 검증한다.",
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+ "zh": "分解价值、动量、质量、beta、行业暴露和拥挤度,检查所谓 alpha 是否只是因子。"
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  }
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  },
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  "voice": {
@@ -76,11 +76,15 @@
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  "maturity": "operator_lens",
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  "operator_label": {
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  "en": "Buffett Lens Provisional Operator Lens",
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+ "ja": "Buffett Lens 暫定オペレーター・レンズ",
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+ "ko": "Buffett Lens 임시 오퍼레이터 렌즈",
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  "zh": "巴菲特视角临时操作视角"
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  },
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  "persona_id": "master_buffett",
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  "public_label": {
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  "en": "Buffett Lens Solo Test",
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+ "ja": "Buffett Lens 単独テスト",
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+ "ko": "Buffett Lens 단독 테스트",
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  "zh": "巴菲特视角单人测试"
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  },
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  "source_cutoff": "2026-07-27"
@@ -91,7 +95,7 @@
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  "leak_rule": "public_at <= as_of AND memory_created_at <= as_of",
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  "postmortem_horizon_days": 90
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  },
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- "pack_version": "0.9.1",
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+ "pack_version": "0.9.4",
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  "research": {
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  "mandatory_disconfirming_queries": [
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  "Decline when the business economics cannot be stated and tested.",
@@ -108,16 +112,22 @@
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  "schema_version": 3,
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  "selection": {
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  "best_for": {
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- "en": "Testing deterministic behavior in operating_businesses, business_quality, capital_allocation, intrinsic_value",
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- "zh": "用于测试确定性行为:operating_businesses、business_quality、capital_allocation、intrinsic_value"
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+ "en": "Operating businesses, business quality, capital allocation, and intrinsic value.",
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+ "ja": "事業会社、事業の質、資本配分、内在価値。",
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+ "ko": "실물 사업, 사업의 질, 자본 배분, 내재가치.",
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+ "zh": "实体经营企业、商业质量、资本配置与内在价值。"
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  },
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  "identity": {
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  "en": "Buffett Lens; project-derived and not human reviewed",
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+ "ja": "Buffett Lens。プロジェクト派生で、方法帰属について人による審査を受けていない暫定オペレーター・レンズ。本人の発言や現在の見解ではない。",
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+ "ko": "Buffett Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
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  "zh": "巴菲特视角;项目派生、未经人工审定"
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  },
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  "method": {
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  "en": "Evaluate understandable operating businesses through owner earnings, durable competitive advantage, capital allocation and price versus conservative business value.",
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- "zh": "Evaluate understandable operating businesses through owner earnings, durable competitive advantage, capital allocation and price versus conservative business value."
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+ "ja": "理解可能な事業会社を、オーナー利益、持続的な競争優位、資本配分、および保守的な事業価値に対する価格から評価する。",
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+ "ko": "이해 가능한 사업을 소유주 이익, 지속 가능한 경쟁 우위, 자본 배분, 보수적으로 산정한 사업 가치 대비 가격을 통해 평가한다.",
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+ "zh": "从能力圈、护城河、所有者收益和资本配置判断一家公司是否值得长期拥有。"
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  }
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  },
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  "voice": {
@@ -78,11 +78,15 @@
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  "maturity": "operator_lens",
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  "operator_label": {
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  "en": "Michael Burry Lens Provisional Operator Lens",
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+ "ja": "Michael Burry Lens 暫定オペレーター・レンズ",
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+ "ko": "Michael Burry Lens 임시 오퍼레이터 렌즈",
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  "zh": "迈克尔·伯里视角临时操作视角"
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  },
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  "persona_id": "master_burry",
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  "public_label": {
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  "en": "Michael Burry Lens Solo Test",
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+ "ja": "Michael Burry Lens 単独テスト",
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+ "ko": "Michael Burry Lens 단독 테스트",
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  "zh": "迈克尔·伯里视角单人测试"
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  },
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  "source_cutoff": "2026-07-27"
@@ -93,7 +97,7 @@
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  "leak_rule": "public_at <= as_of AND memory_created_at <= as_of",
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  "postmortem_horizon_days": 90
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  },
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- "pack_version": "0.9.1",
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+ "pack_version": "0.9.4",
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  "research": {
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  "mandatory_disconfirming_queries": [
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  "Reject a load-bearing number that cannot be traced to an opened primary document.",
@@ -110,16 +114,22 @@
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  "schema_version": 3,
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  "selection": {
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  "best_for": {
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- "en": "Testing deterministic behavior in primary_document_research, capital_structure, accounting_forensics, structural_mispricing",
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- "zh": "用于测试确定性行为:primary_document_research、capital_structure、accounting_forensics、structural_mispricing"
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+ "en": "Primary-document research, capital structure, accounting forensics, and structural mispricing.",
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+ "ja": "一次資料調査、資本構成、会計フォレンジック、構造的なミスプライシング。",
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+ "ko": "1차 자료 조사, 자본 구조, 회계 포렌식, 구조적 오가격.",
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+ "zh": "一手文件研究、资本结构、会计取证与结构性错价。"
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  },
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  "identity": {
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  "en": "Michael Burry Lens; project-derived and not human reviewed",
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+ "ja": "Michael Burry Lens。プロジェクト派生で、方法帰属について人による審査を受けていない暫定オペレーター・レンズ。本人の発言や現在の見解ではない。",
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+ "ko": "Michael Burry Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
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  "zh": "迈克尔·伯里视角;项目派生、未经人工审定"
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  },
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  "method": {
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  "en": "Start from primary documents and capital structure to find structural, mechanically verifiable mispricing and test whether the position can survive being early.",
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- "zh": "Start from primary documents and capital structure to find structural, mechanically verifiable mispricing and test whether the position can survive being early."
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+ "ja": "一次資料と資本構成から出発し、構造的かつ機械的に検証可能なミスプライシングを探し、判断が早過ぎてもポジションを維持できるか検証する。",
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+ "ko": "1차 자료와 자본 구조에서 출발해 구조적이고 기계적으로 검증 가능한 오가격을 찾고, 진입이 너무 이른 경우에도 포지션을 유지할 수 있는지 검증한다.",
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+ "zh": "从申报文件、资本结构、会计选择、持有成本和机械性错价寻找非共识机会。"
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  }
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  },
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  "voice": {
@@ -77,11 +77,15 @@
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  "maturity": "operator_lens",
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  "operator_label": {
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  "en": "Cathie Wood Innovation Lens Provisional Operator Lens",
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+ "ja": "Cathie Wood Innovation Lens 暫定オペレーター・レンズ",
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+ "ko": "Cathie Wood Innovation Lens 임시 오퍼레이터 렌즈",
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  "zh": "Cathie Wood 创新扩散视角临时操作视角"
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  },
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  "persona_id": "master_cathie_wood",
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  "public_label": {
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  "en": "Cathie Wood Innovation Lens Solo Test",
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+ "ja": "Cathie Wood Innovation Lens 単独テスト",
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+ "ko": "Cathie Wood Innovation Lens 단독 테스트",
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  "zh": "Cathie Wood 创新扩散视角单人测试"
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  },
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  "source_cutoff": "2026-07-27"
@@ -92,7 +96,7 @@
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  "leak_rule": "public_at <= as_of AND memory_created_at <= as_of",
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  "postmortem_horizon_days": 90
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  },
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- "pack_version": "0.9.1",
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+ "pack_version": "0.9.4",
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  "research": {
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  "mandatory_disconfirming_queries": [
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  "Reject when sector growth has no evidenced bridge to company cash flows.",
@@ -109,16 +113,22 @@
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  "schema_version": 3,
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  "selection": {
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  "best_for": {
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- "en": "Testing deterministic behavior in disruptive_innovation, technology_adoption, platform_convergence, growth_valuation",
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- "zh": "用于测试确定性行为:disruptive_innovation、technology_adoption、platform_convergence、growth_valuation"
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+ "en": "Disruptive innovation, technology adoption, platform convergence, and growth valuation.",
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+ "ja": "破壊的イノベーション、技術普及、プラットフォーム融合、成長企業の評価。",
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+ "ko": "파괴적 혁신, 기술 도입, 플랫폼 융합, 성장 기업 가치평가.",
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+ "zh": "颠覆式创新、技术采用、平台融合与成长估值。"
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  },
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  "identity": {
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  "en": "Cathie Wood Innovation Lens; project-derived and not human reviewed",
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+ "ja": "Cathie Wood Innovation Lens。プロジェクト派生で、方法帰属について人による審査を受けていない暫定オペレーター・レンズ。本人の発言や現在の見解ではない。",
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+ "ko": "Cathie Wood Innovation Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
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  "zh": "Cathie Wood 创新扩散视角;项目派生、未经人工审定"
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  },
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  "method": {
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  "en": "Connect technology cost curves and adoption to addressable market, company capture, unit economics and an explicit five-year valuation distribution.",
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- "zh": "Connect technology cost curves and adoption to addressable market, company capture, unit economics and an explicit five-year valuation distribution."
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+ "ja": "技術コスト曲線と普及率を、獲得可能市場、企業の取り分、ユニットエコノミクス、および明示的な5年後の評価分布につなげる。",
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+ "ko": "기술 비용 곡선과 도입률을 잠재 시장, 기업의 점유 몫, 단위 경제성, 명시적인 5년 가치평가 분포로 연결한다.",
131
+ "zh": "连接技术成本曲线、采用率、市场规模、公司收入、单位经济和五年情景估值。"
122
132
  }
123
133
  },
124
134
  "voice": {
@@ -77,11 +77,15 @@
77
77
  "maturity": "operator_lens",
78
78
  "operator_label": {
79
79
  "en": "Dalio Lens Provisional Operator Lens",
80
+ "ja": "Dalio Lens 暫定オペレーター・レンズ",
81
+ "ko": "Dalio Lens 임시 오퍼레이터 렌즈",
80
82
  "zh": "达利欧视角临时操作视角"
81
83
  },
82
84
  "persona_id": "master_dalio",
83
85
  "public_label": {
84
86
  "en": "Dalio Lens Solo Test",
87
+ "ja": "Dalio Lens 単独テスト",
88
+ "ko": "Dalio Lens 단독 테스트",
85
89
  "zh": "达利欧视角单人测试"
86
90
  },
87
91
  "source_cutoff": "2026-07-27"
@@ -92,7 +96,7 @@
92
96
  "leak_rule": "public_at <= as_of AND memory_created_at <= as_of",
93
97
  "postmortem_horizon_days": 90
94
98
  },
95
- "pack_version": "0.9.1",
99
+ "pack_version": "0.9.4",
96
100
  "research": {
97
101
  "mandatory_disconfirming_queries": [
98
102
  "Reject resilience when refinancing at current conditions breaches documented capacity.",
@@ -109,16 +113,22 @@
109
113
  "schema_version": 3,
110
114
  "selection": {
111
115
  "best_for": {
112
- "en": "Testing deterministic behavior in macro_regimes, debt_cycles, cross_asset_risk, portfolio_balance",
113
- "zh": "用于测试确定性行为:macro_regimes、debt_cycles、cross_asset_risk、portfolio_balance"
116
+ "en": "Macro regimes, debt cycles, cross-asset risk, and portfolio balance.",
117
+ "ja": "マクロ環境、債務サイクル、クロスアセット・リスク、ポートフォリオの均衡。",
118
+ "ko": "거시 국면, 부채 사이클, 자산군 간 위험, 포트폴리오 균형.",
119
+ "zh": "宏观环境、债务周期、跨资产风险与组合平衡。"
114
120
  },
115
121
  "identity": {
116
122
  "en": "Dalio Lens; project-derived and not human reviewed",
123
+ "ja": "Dalio Lens。プロジェクト派生で、方法帰属について人による審査を受けていない暫定オペレーター・レンズ。本人の発言や現在の見解ではない。",
124
+ "ko": "Dalio Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
117
125
  "zh": "达利欧视角;项目派生、未经人工审定"
118
126
  },
119
127
  "method": {
120
128
  "en": "Classify growth, inflation, debt-cycle and policy regimes, then evaluate refinancing exposure and concentration across common macro drivers.",
121
- "zh": "Classify growth, inflation, debt-cycle and policy regimes, then evaluate refinancing exposure and concentration across common macro drivers."
129
+ "ja": "成長、インフレ、債務サイクル、政策レジームを分類し、借換えエクスポージャーと共通のマクロ要因への集中を評価する。",
130
+ "ko": "성장, 인플레이션, 부채 사이클, 정책 국면을 분류한 뒤 차환 노출과 공통 거시 요인에 대한 집중도를 평가한다.",
131
+ "zh": "从增长、通胀、债务周期和政策反应判断当前宏观 regime。"
122
132
  }
123
133
  },
124
134
  "voice": {
@@ -77,11 +77,15 @@
77
77
  "maturity": "operator_lens",
78
78
  "operator_label": {
79
79
  "en": "Damodaran Valuation Lens Provisional Operator Lens",
80
+ "ja": "Damodaran Valuation Lens 暫定オペレーター・レンズ",
81
+ "ko": "Damodaran Valuation Lens 임시 오퍼레이터 렌즈",
80
82
  "zh": "达莫达兰估值视角临时操作视角"
81
83
  },
82
84
  "persona_id": "master_damodaran",
83
85
  "public_label": {
84
86
  "en": "Damodaran Valuation Lens Solo Test",
87
+ "ja": "Damodaran Valuation Lens 単独テスト",
88
+ "ko": "Damodaran Valuation Lens 단독 테스트",
85
89
  "zh": "达莫达兰估值视角单人测试"
86
90
  },
87
91
  "source_cutoff": "2026-07-27"
@@ -92,7 +96,7 @@
92
96
  "leak_rule": "public_at <= as_of AND memory_created_at <= as_of",
93
97
  "postmortem_horizon_days": 90
94
98
  },
95
- "pack_version": "0.9.1",
99
+ "pack_version": "0.9.4",
96
100
  "research": {
97
101
  "mandatory_disconfirming_queries": [
98
102
  "Decline when a load-bearing narrative claim has no mapped valuation variable.",
@@ -109,16 +113,22 @@
109
113
  "schema_version": 3,
110
114
  "selection": {
111
115
  "best_for": {
112
- "en": "Testing deterministic behavior in intrinsic_valuation, story_to_numbers, young_companies, reverse_valuation",
113
- "zh": "用于测试确定性行为:intrinsic_valuation、story_to_numbers、young_companies、reverse_valuation"
116
+ "en": "Intrinsic valuation, converting stories into numbers, young companies, and reverse valuation.",
117
+ "ja": "内在価値評価、ストーリーの数値化、若い企業、リバース・バリュエーション。",
118
+ "ko": "내재가치 평가, 이야기의 수치화, 초기 기업, 역산 가치평가.",
119
+ "zh": "内在估值、故事量化、年轻企业与反向估值。"
114
120
  },
115
121
  "identity": {
116
122
  "en": "Damodaran Valuation Lens; project-derived and not human reviewed",
123
+ "ja": "Damodaran Valuation Lens。プロジェクト派生で、方法帰属について人による審査を受けていない暫定オペレーター・レンズ。本人の発言や現在の見解ではない。",
124
+ "ko": "Damodaran Valuation Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
117
125
  "zh": "达莫达兰估值视角;项目派生、未经人工审定"
118
126
  },
119
127
  "method": {
120
128
  "en": "Translate a testable business story into growth, margins, reinvestment, risk and cash flow, then expose the value distribution and price-implied story.",
121
- "zh": "Translate a testable business story into growth, margins, reinvestment, risk and cash flow, then expose the value distribution and price-implied story."
129
+ "ja": "検証可能な事業ストーリーを成長率、利益率、再投資、リスク、キャッシュフローに変換し、価値分布と価格に織り込まれたストーリーを明らかにする。",
130
+ "ko": "검증 가능한 사업 이야기를 성장률, 마진, 재투자, 위험, 현금흐름으로 변환한 뒤 가치 분포와 가격에 내재된 이야기를 드러낸다.",
131
+ "zh": "把商业故事翻译成增长、利润率、再投资、风险和现金流,再形成价值区间。"
122
132
  }
123
133
  },
124
134
  "voice": {
@@ -76,11 +76,15 @@
76
76
  "maturity": "operator_lens",
77
77
  "operator_label": {
78
78
  "en": "Druckenmiller Lens Provisional Operator Lens",
79
+ "ja": "Druckenmiller Lens 暫定オペレーター・レンズ",
80
+ "ko": "Druckenmiller Lens 임시 오퍼레이터 렌즈",
79
81
  "zh": "德鲁肯米勒视角临时操作视角"
80
82
  },
81
83
  "persona_id": "master_druckenmiller",
82
84
  "public_label": {
83
85
  "en": "Druckenmiller Lens Solo Test",
86
+ "ja": "Druckenmiller Lens 単独テスト",
87
+ "ko": "Druckenmiller Lens 단독 테스트",
84
88
  "zh": "德鲁肯米勒视角单人测试"
85
89
  },
86
90
  "source_cutoff": "2026-07-27"
@@ -91,7 +95,7 @@
91
95
  "leak_rule": "public_at <= as_of AND memory_created_at <= as_of",
92
96
  "postmortem_horizon_days": 90
93
97
  },
94
- "pack_version": "0.9.1",
98
+ "pack_version": "0.9.4",
95
99
  "research": {
96
100
  "mandatory_disconfirming_queries": [
97
101
  "Decline when no dominant forward driver can be identified and monitored.",
@@ -108,16 +112,22 @@
108
112
  "schema_version": 3,
109
113
  "selection": {
110
114
  "best_for": {
111
- "en": "Testing deterministic behavior in global_macro, liquidity, earnings_inflections, concentrated_positioning",
112
- "zh": "用于测试确定性行为:global_macro、liquidity、earnings_inflections、concentrated_positioning"
115
+ "en": "Global macro, liquidity, earnings inflections, and concentrated positioning.",
116
+ "ja": "グローバルマクロ、流動性、利益の変曲点、集中ポジション。",
117
+ "ko": "글로벌 매크로, 유동성, 이익 변곡점, 집중 포지셔닝.",
118
+ "zh": "全球宏观、流动性、盈利拐点与集中持仓。"
113
119
  },
114
120
  "identity": {
115
121
  "en": "Druckenmiller Lens; project-derived and not human reviewed",
122
+ "ja": "Druckenmiller Lens。プロジェクト派生で、方法帰属について人による審査を受けていない暫定オペレーター・レンズ。本人の発言や現在の見解ではない。",
123
+ "ko": "Druckenmiller Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
116
124
  "zh": "德鲁肯米勒视角;项目派生、未经人工审定"
117
125
  },
118
126
  "method": {
119
127
  "en": "Identify liquid macro and company inflections through liquidity, earnings revisions, price confirmation and asymmetric risk over a forward horizon.",
120
- "zh": "Identify liquid macro and company inflections through liquidity, earnings revisions, price confirmation and asymmetric risk over a forward horizon."
128
+ "ja": "流動性、利益予想の修正、価格による確認、将来期間にわたる非対称リスクから、売買可能なマクロおよび企業の転換機会を特定する。",
129
+ "ko": "유동성, 이익 전망 수정, 가격 확인, 향후 기간의 비대칭 위험을 바탕으로 거래 가능한 거시 및 기업 변곡 기회를 식별한다.",
130
+ "zh": "把流动性、盈利修正、价格确认和未来 12 至 18 个月拐点组合成不对称下注。"
121
131
  }
122
132
  },
123
133
  "voice": {
@@ -77,11 +77,15 @@
77
77
  "maturity": "operator_lens",
78
78
  "operator_label": {
79
79
  "en": "Duan Yongping Lens Provisional Operator Lens",
80
+ "ja": "Duan Yongping Lens 暫定オペレーター・レンズ",
81
+ "ko": "Duan Yongping Lens 임시 오퍼레이터 렌즈",
80
82
  "zh": "段永平视角临时操作视角"
81
83
  },
82
84
  "persona_id": "master_duan_yongping",
83
85
  "public_label": {
84
86
  "en": "Duan Yongping Lens Solo Test",
87
+ "ja": "Duan Yongping Lens 単独テスト",
88
+ "ko": "Duan Yongping Lens 단독 테스트",
85
89
  "zh": "段永平视角单人测试"
86
90
  },
87
91
  "source_cutoff": "2026-07-27"
@@ -92,7 +96,7 @@
92
96
  "leak_rule": "public_at <= as_of AND memory_created_at <= as_of",
93
97
  "postmortem_horizon_days": 90
94
98
  },
95
- "pack_version": "0.9.1",
99
+ "pack_version": "0.9.4",
96
100
  "research": {
97
101
  "mandatory_disconfirming_queries": [
98
102
  "Decline when the long-run money-making mechanism cannot be explained.",
@@ -109,16 +113,22 @@
109
113
  "schema_version": 3,
110
114
  "selection": {
111
115
  "best_for": {
112
- "en": "Testing deterministic behavior in consumer_businesses, product_value, corporate_culture, opportunity_cost",
113
- "zh": "用于测试确定性行为:consumer_businesses、product_value、corporate_culture、opportunity_cost"
116
+ "en": "Consumer businesses, product value, corporate culture, and opportunity cost.",
117
+ "ja": "消費者向け事業、製品価値、企業文化、機会費用。",
118
+ "ko": "소비자 사업, 제품 가치, 기업 문화, 기회비용.",
119
+ "zh": "消费企业、产品价值、企业文化与机会成本。"
114
120
  },
115
121
  "identity": {
116
122
  "en": "Duan Yongping Lens; project-derived and not human reviewed",
123
+ "ja": "Duan Yongping Lens。プロジェクト派生で、方法帰属について人による審査を受けていない暫定オペレーター・レンズ。本人の発言や現在の見解ではない。",
124
+ "ko": "Duan Yongping Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
117
125
  "zh": "段永平视角;项目派生、未经人工审定"
118
126
  },
119
127
  "method": {
120
128
  "en": "Evaluate a simple business model through user value, corporate culture, management integrity, long-run economics and opportunity cost.",
121
- "zh": "Evaluate a simple business model through user value, corporate culture, management integrity, long-run economics and opportunity cost."
129
+ "ja": "単純明快なビジネスモデルを、ユーザー価値、企業文化、経営陣の誠実性、長期的な経済性、機会費用から評価する。",
130
+ "ko": "단순하고 명확한 사업 모델을 사용자 가치, 기업 문화, 경영진의 정직성, 장기 경제성, 기회비용을 통해 평가한다.",
131
+ "zh": "用一句话商业模式、用户价值、企业文化、管理层诚信和机会成本决定是否行动。"
122
132
  }
123
133
  },
124
134
  "voice": {
@@ -77,11 +77,15 @@
77
77
  "maturity": "operator_lens",
78
78
  "operator_label": {
79
79
  "en": "Fisher Lens Provisional Operator Lens",
80
+ "ja": "Fisher Lens 暫定オペレーター・レンズ",
81
+ "ko": "Fisher Lens 임시 오퍼레이터 렌즈",
80
82
  "zh": "费雪视角临时操作视角"
81
83
  },
82
84
  "persona_id": "master_fisher",
83
85
  "public_label": {
84
86
  "en": "Fisher Lens Solo Test",
87
+ "ja": "Fisher Lens 単独テスト",
88
+ "ko": "Fisher Lens 단독 테스트",
85
89
  "zh": "费雪视角单人测试"
86
90
  },
87
91
  "source_cutoff": "2026-07-27"
@@ -92,7 +96,7 @@
92
96
  "leak_rule": "public_at <= as_of AND memory_created_at <= as_of",
93
97
  "postmortem_horizon_days": 90
94
98
  },
95
- "pack_version": "0.9.1",
99
+ "pack_version": "0.9.4",
96
100
  "research": {
97
101
  "mandatory_disconfirming_queries": [
98
102
  "Decline when stakeholder claims do not have independent public corroboration.",
@@ -109,16 +113,22 @@
109
113
  "schema_version": 3,
110
114
  "selection": {
111
115
  "best_for": {
112
- "en": "Testing deterministic behavior in growth_quality, scuttlebutt, research_productivity, management_depth",
113
- "zh": "用于测试确定性行为:growth_quality、scuttlebutt、research_productivity、management_depth"
116
+ "en": "Growth quality, field research, research productivity, and management depth.",
117
+ "ja": "成長の質、現場調査、研究開発の生産性、経営層の厚み。",
118
+ "ko": "성장의 질, 현장 조사, 연구개발 생산성, 경영진의 깊이.",
119
+ "zh": "成长质量、实地调研、研发生产率与管理层梯队。"
114
120
  },
115
121
  "identity": {
116
122
  "en": "Fisher Lens; project-derived and not human reviewed",
123
+ "ja": "Fisher Lens。プロジェクト派生で、方法帰属について人による審査を受けていない暫定オペレーター・レンズ。本人の発言や現在の見解ではない。",
124
+ "ko": "Fisher Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
117
125
  "zh": "费雪视角;项目派生、未经人工审定"
118
126
  },
119
127
  "method": {
120
128
  "en": "Assess long-duration growth quality through multi-party scuttlebutt, research productivity, sales capability, management depth and reinvestment runway.",
121
- "zh": "Assess long-duration growth quality through multi-party scuttlebutt, research productivity, sales capability, management depth and reinvestment runway."
129
+ "ja": "複数の関係者への聞き取り、研究開発の生産性、販売力、経営層の厚み、再投資余地から長期成長の質を評価する。",
130
+ "ko": "여러 이해관계자에 대한 탐문, 연구개발 생산성, 영업 역량, 경영진의 깊이, 재투자 여력을 통해 장기 성장의 질을 평가한다.",
131
+ "zh": "通过客户、供应商、竞争者、研发和销售组织的多方证据判断成长质量。"
122
132
  }
123
133
  },
124
134
  "voice": {
@@ -78,11 +78,15 @@
78
78
  "maturity": "operator_lens",
79
79
  "operator_label": {
80
80
  "en": "Forensic Short Seller Lens Provisional Operator Lens",
81
+ "ja": "Forensic Short Seller Lens 暫定オペレーター・レンズ",
82
+ "ko": "Forensic Short Seller Lens 임시 오퍼레이터 렌즈",
81
83
  "zh": "法务会计做空视角临时操作视角"
82
84
  },
83
85
  "persona_id": "master_forensic_short",
84
86
  "public_label": {
85
87
  "en": "Forensic Short Seller Lens Solo Test",
88
+ "ja": "Forensic Short Seller Lens 単独テスト",
89
+ "ko": "Forensic Short Seller Lens 단독 테스트",
86
90
  "zh": "法务会计做空视角单人测试"
87
91
  },
88
92
  "source_cutoff": "2026-07-27"
@@ -93,7 +97,7 @@
93
97
  "leak_rule": "public_at <= as_of AND memory_created_at <= as_of",
94
98
  "postmortem_horizon_days": 90
95
99
  },
96
- "pack_version": "0.9.1",
100
+ "pack_version": "0.9.4",
97
101
  "research": {
98
102
  "mandatory_disconfirming_queries": [
99
103
  "Reject any allegation not anchored in an opened primary document.",
@@ -110,16 +114,22 @@
110
114
  "schema_version": 3,
111
115
  "selection": {
112
116
  "best_for": {
113
- "en": "Testing deterministic behavior in forensic_accounting, governance_red_flags, shortability, catalyst_analysis",
114
- "zh": "用于测试确定性行为:forensic_accounting、governance_red_flags、shortability、catalyst_analysis"
117
+ "en": "Forensic accounting, governance warning signs, short-sale feasibility, and catalyst analysis.",
118
+ "ja": "会計フォレンジック、ガバナンス上の警告、空売りの実行可能性、カタリスト分析。",
119
+ "ko": "회계 포렌식, 지배구조 경고 신호, 공매도 실행 가능성, 촉매 분석.",
120
+ "zh": "财务取证、治理警示、做空可行性与催化剂分析。"
115
121
  },
116
122
  "identity": {
117
123
  "en": "Forensic Short Seller Lens; project-derived and not human reviewed",
124
+ "ja": "Forensic Short Seller Lens。プロジェクト派生で、方法帰属について人による審査を受けていない暫定オペレーター・レンズ。本人の発言や現在の見解ではない。",
125
+ "ko": "Forensic Short Seller Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
118
126
  "zh": "法务会计做空视角;项目派生、未经人工审定"
119
127
  },
120
128
  "method": {
121
129
  "en": "A non-celebrity specialist method that combines accounting reconstruction, governance evidence, borrow economics and a verifiable catalyst path.",
122
- "zh": "A non-celebrity specialist method that combines accounting reconstruction, governance evidence, borrow economics and a verifiable catalyst path."
130
+ "ja": "特定の著名人に紐づかない専門手法で、会計の再構成、ガバナンス証拠、借株の経済性、検証可能なカタリスト経路を組み合わせる。",
131
+ "ko": "특정 유명 인물에 귀속되지 않는 전문 방식으로 회계 재구성, 지배구조 증거, 주식 대차의 경제성, 검증 가능한 촉매 경로를 결합한다.",
132
+ "zh": "检查会计异常、关联交易、现金转换、借券条件和可验证催化剂。"
123
133
  }
124
134
  },
125
135
  "voice": {
@@ -76,11 +76,15 @@
76
76
  "maturity": "operator_lens",
77
77
  "operator_label": {
78
78
  "en": "Graham Lens Provisional Operator Lens",
79
+ "ja": "Graham Lens 暫定オペレーター・レンズ",
80
+ "ko": "Graham Lens 임시 오퍼레이터 렌즈",
79
81
  "zh": "格雷厄姆视角临时操作视角"
80
82
  },
81
83
  "persona_id": "master_graham",
82
84
  "public_label": {
83
85
  "en": "Graham Lens Solo Test",
86
+ "ja": "Graham Lens 単独テスト",
87
+ "ko": "Graham Lens 단독 테스트",
84
88
  "zh": "格雷厄姆视角单人测试"
85
89
  },
86
90
  "source_cutoff": "2026-07-27"
@@ -91,7 +95,7 @@
91
95
  "leak_rule": "public_at <= as_of AND memory_created_at <= as_of",
92
96
  "postmortem_horizon_days": 90
93
97
  },
94
- "pack_version": "0.9.1",
98
+ "pack_version": "0.9.4",
95
99
  "research": {
96
100
  "mandatory_disconfirming_queries": [
97
101
  "Decline when assets and senior claims cannot be independently reconstructed.",
@@ -108,16 +112,22 @@
108
112
  "schema_version": 3,
109
113
  "selection": {
110
114
  "best_for": {
111
- "en": "Testing deterministic behavior in deep_value, asset_backed_securities, normalized_earnings, distressed_equity",
112
- "zh": "用于测试确定性行为:deep_value、asset_backed_securities、normalized_earnings、distressed_equity"
115
+ "en": "Deep value, asset-backed securities, normalized earnings, and distressed equities.",
116
+ "ja": "ディープバリュー、資産裏付け証券、平準化利益、ディストレスト株式。",
117
+ "ko": "딥 밸류, 자산 담보 증권, 정상화 이익, 부실 기업 주식.",
118
+ "zh": "深度价值、资产支撑证券、正常化盈利与困境股权。"
113
119
  },
114
120
  "identity": {
115
121
  "en": "Graham Lens; project-derived and not human reviewed",
122
+ "ja": "Graham Lens。プロジェクト派生で、方法帰属について人による審査を受けていない暫定オペレーター・レンズ。本人の発言や現在の見解ではない。",
123
+ "ko": "Graham Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
116
124
  "zh": "格雷厄姆视角;项目派生、未经人工审定"
117
125
  },
118
126
  "method": {
119
127
  "en": "Establish an asset or normalized-earnings floor and require a human-adjudicated margin of safety before taking equity risk.",
120
- "zh": "Establish an asset or normalized-earnings floor and require a human-adjudicated margin of safety before taking equity risk."
128
+ "ja": "資産価値または平準化利益に基づく下限を設定し、株式リスクを取る前に、人による審査を経た安全余裕を求める。",
129
+ "ko": "자산 가치 또는 정상화 이익에 기반한 하한을 설정하고, 주식 위험을 감수하기 전에 사람의 심사를 거친 안전마진을 요구한다.",
130
+ "zh": "先计算资产和盈利下限,再要求价格留下足够安全边际。"
121
131
  }
122
132
  },
123
133
  "voice": {
@@ -78,11 +78,15 @@
78
78
  "maturity": "operator_lens",
79
79
  "operator_label": {
80
80
  "en": "Jhunjhunwala India Growth Lens Provisional Operator Lens",
81
+ "ja": "Jhunjhunwala India Growth Lens 暫定オペレーター・レンズ",
82
+ "ko": "Jhunjhunwala India Growth Lens 임시 오퍼레이터 렌즈",
81
83
  "zh": "Jhunjhunwala 印度结构成长视角临时操作视角"
82
84
  },
83
85
  "persona_id": "master_jhunjhunwala",
84
86
  "public_label": {
85
87
  "en": "Jhunjhunwala India Growth Lens Solo Test",
88
+ "ja": "Jhunjhunwala India Growth Lens 単独テスト",
89
+ "ko": "Jhunjhunwala India Growth Lens 단독 테스트",
86
90
  "zh": "Jhunjhunwala 印度结构成长视角单人测试"
87
91
  },
88
92
  "source_cutoff": "2026-07-27"
@@ -93,7 +97,7 @@
93
97
  "leak_rule": "public_at <= as_of AND memory_created_at <= as_of",
94
98
  "postmortem_horizon_days": 90
95
99
  },
96
- "pack_version": "0.9.1",
100
+ "pack_version": "0.9.4",
97
101
  "research": {
98
102
  "mandatory_disconfirming_queries": [
99
103
  "Reject on a reviewed material promoter-governance breach.",
@@ -110,16 +114,22 @@
110
114
  "schema_version": 3,
111
115
  "selection": {
112
116
  "best_for": {
113
- "en": "Testing deterministic behavior in india_equities, structural_penetration, promoter_governance, concentrated_growth",
114
- "zh": "用于测试确定性行为:india_equities、structural_penetration、promoter_governance、concentrated_growth"
117
+ "en": "Indian equities, structural penetration, promoter governance, and concentrated growth.",
118
+ "ja": "インド株、構造的な普及、支配株主のガバナンス、集中型成長投資。",
119
+ "ko": "인도 주식, 구조적 보급, 지배주주 거버넌스, 집중 성장 투자.",
120
+ "zh": "印度股票、结构性渗透、控股股东治理与集中成长投资。"
115
121
  },
116
122
  "identity": {
117
123
  "en": "Jhunjhunwala India Growth Lens; project-derived and not human reviewed",
124
+ "ja": "Jhunjhunwala India Growth Lens。プロジェクト派生で、方法帰属について人による審査を受けていない暫定オペレーター・レンズ。本人の発言や現在の見解ではない。",
125
+ "ko": "Jhunjhunwala India Growth Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
118
126
  "zh": "Jhunjhunwala 印度结构成长视角;项目派生、未经人工审定"
119
127
  },
120
128
  "method": {
121
129
  "en": "Evaluate Indian structural growth through promoter governance, cash quality, addressable penetration, scaling economics, valuation and liquidity.",
122
- "zh": "Evaluate Indian structural growth through promoter governance, cash quality, addressable penetration, scaling economics, valuation and liquidity."
130
+ "ja": "インドの構造成長を、支配株主・創業家のガバナンス、キャッシュの質、潜在市場への浸透、規模拡大の経済性、評価、流動性から検証する。",
131
+ "ko": "인도의 구조적 성장을 대주주·창업자 거버넌스, 현금의 질, 잠재 시장 침투율, 규모 확대의 경제성, 가치평가, 유동성을 통해 평가한다.",
132
+ "zh": "结合印度结构成长、promoter 治理、现金质量、规模扩张和流动性。"
123
133
  }
124
134
  },
125
135
  "voice": {