alphacouncil-agent 0.9.2 → 1.0.0
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 +22 -3
- package/.claude-plugin/marketplace.json +3 -3
- package/.claude-plugin/plugin.json +2 -2
- package/.codex-plugin/plugin.json +4 -4
- package/.grok/commands/alpha.md +22 -3
- package/.opencode/command/alpha.md +22 -3
- package/AGENTS.md +42 -4
- package/CHANGELOG.md +164 -0
- package/CLAUDE.md +59 -7
- package/README.ja.md +25 -11
- package/README.md +44 -12
- package/README.zh-CN.md +37 -12
- package/commands/alpha.md +22 -3
- package/data/authored/core-seats.mjs +808 -0
- package/data/authored/growth-seats.mjs +581 -0
- package/data/authored/index.mjs +114 -0
- package/data/authored/quant-seats.mjs +564 -0
- package/data/authored/value-seats.mjs +663 -0
- package/data/build-profile.v1.json +2 -1
- package/data/council-evaluation-protocol.v1.json +7 -4
- package/data/master-selector-method-locales.v1.mjs +296 -0
- package/data/persona-v3-ai-assisted-solo-profile.v1.json +2 -2
- package/data/persona-v3-build-specs.v1.mjs +60 -3
- package/docs/INSTALL.md +43 -6
- package/docs/personas.md +2 -1
- package/docs/plans/v1.0-roadmap.md +487 -0
- package/docs/releases/v0.9.3.md +86 -0
- package/docs/releases/v0.9.4.md +79 -0
- package/docs/releases/v0.9.5.md +96 -0
- package/docs/releases/v1.0.0.md +164 -0
- package/docs/report-contract.md +75 -2
- package/knowledge/ai-assisted-solo/experiments/runs/a.json +13 -13
- package/knowledge/ai-assisted-solo/experiments/runs/b.json +2 -2
- package/knowledge/ai-assisted-solo/experiments/runs/c.json +2 -2
- package/knowledge/ai-assisted-solo/experiments/runs/d13.json +126 -126
- package/knowledge/ai-assisted-solo/experiments/runs/d26.json +274 -254
- package/knowledge/ai-assisted-solo/experiments/runs/e-d13.json +129 -129
- package/knowledge/ai-assisted-solo/experiments/runs/e-d26.json +277 -257
- package/knowledge/ai-assisted-solo/experiments/runs/h_ai_reference.json +278 -258
- package/knowledge/ai-assisted-solo/experiments/simulation-input.json +7278 -556
- package/knowledge/ai-assisted-solo/experiments/simulation-manifest.json +22 -22
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_ackman/reviews/{change_value_bridge.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_ackman/reviews/{power_map.ai-review.json → owner_earnings_yield.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_aschenbrenner/reviews/{compute_power_bridge.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_aschenbrenner/reviews/{timeline_reverse_valuation.ai-review.json → price_implied_cash_yield.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_asness/reviews/{crowding_cost_stress.ai-review.json → nominal_earnings_yield_gap.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_asness/reviews/{factor_decomposer.ai-review.json → real_earnings_yield_gap.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_bogle/reviews/expected_return_over_long_bond.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_bogle/reviews/fundamental_expected_return.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_buffett/reviews/{incremental_returns.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_buffett/reviews/{owner_earnings_rebuilder.ai-review.json → owner_earnings_yield.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_burry/reviews/{mispricing_carry.ai-review.json → net_current_asset_surplus_per_share.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_burry/reviews/{capital_structure_reader.ai-review.json → net_current_asset_value_per_share.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_cathie_wood/reviews/{cost_adoption_curve.ai-review.json → current_cash_yield.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_cathie_wood/reviews/{capture_valuation_bridge.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_dalio/reviews/{debt_driver_stress.ai-review.json → policy_real_rate.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_dalio/reviews/{regime_classifier.ai-review.json → real_curve_slope.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_damodaran/reviews/{reverse_valuation.ai-review.json → implied_equity_risk_premium.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_damodaran/reviews/{story_dcf.ai-review.json → premium_versus_long_run_average.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_druckenmiller/reviews/{liquidity_revision_map.ai-review.json → liquidity_curve_impulse.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_druckenmiller/reviews/{inflection_payoff.ai-review.json → policy_real_rate.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_duan_yongping/reviews/{opportunity_cost.ai-review.json → five_year_opportunity_cost.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_duan_yongping/reviews/{user_value_evidence.ai-review.json → margin_retention.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_fisher/reviews/{research_productivity.ai-review.json → margin_retention.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_fisher/reviews/{scuttlebutt_graph.ai-review.json → reinvestment_spread.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_forensic_short/reviews/{borrow_catalyst.ai-review.json → cash_conversion_gap.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_forensic_short/reviews/{accounting_rebuilder.ai-review.json → cash_cover_of_leverage.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_graham/reviews/{asset_floor.ai-review.json → defensive_hurdle_base.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_graham/reviews/{normalized_earnings.ai-review.json → half_normalised_earnings_yield.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_jhunjhunwala/reviews/{penetration_liquidity.ai-review.json → cash_quality_gap.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_jhunjhunwala/reviews/{promoter_governance.ai-review.json → real_structural_growth.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_klarman/reviews/{recovery_waterfall.ai-review.json → downside_asset_coverage.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_klarman/reviews/{cash_catalyst_compare.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_li_lu/reviews/{promise_integrity_ledger.ai-review.json → cash_backed_decade_return.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_li_lu/reviews/{ten_year_return_bridge.ai-review.json → decade_return_over_long_bond.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_lynch/reviews/{story_numbers_check.ai-review.json → growth_justified_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_lynch/reviews/{category_classifier.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_marks/reviews/{cycle_temperature.ai-review.json → credit_cycle_position.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_marks/reviews/{implied_expectations.ai-review.json → equity_over_corporate_debt.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_munger/reviews/{failure_path_graph.ai-review.json → debt_service_cushion.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_munger/reviews/{incentive_map.ai-review.json → reported_earnings_cash_gap.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_natenberg/reviews/{surface_builder.ai-review.json → normalised_skew.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_natenberg/reviews/{greeks_payoff.ai-review.json → round_trip_cost.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_pabrai/reviews/{downside_floor.ai-review.json → downside_floor_coverage.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_pabrai/reviews/{discrete_payoff.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_simons/reviews/{oos_cost_test.ai-review.json → absolute_session_move.ai-review.json} +42 -42
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_simons/reviews/{leakage_audit.ai-review.json → session_move_over_implied.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_sinclair/reviews/{realized_vol_forecast.ai-review.json → round_trip_cost.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_sinclair/reviews/{net_edge_sizer.ai-review.json → volatility_per_unit_of_width.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_soros/reviews/{reversal_monitor.ai-review.json → credit_cycle_position.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_soros/reviews/{reflexivity_graph.ai-review.json → financing_burden.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_taleb/reviews/{tail_friction.ai-review.json → debt_service_cushion.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_taleb/reviews/{payoff_ruin.ai-review.json → normalised_skew.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_thorp/reviews/{edge_recalculator.ai-review.json → edge_per_unit_of_volatility.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_thorp/reviews/{fractional_kelly.ai-review.json → net_edge.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/review-manifest.json +288 -270
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/index.json +2 -2
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-extractions/index.json +2 -2
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-skeptic-reviews/index.json +2 -2
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-source-prereviews/index.json +6 -2
- package/knowledge/solo-test/masters/master_ackman/decision_policy.json +122 -11
- package/knowledge/solo-test/masters/master_ackman/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_ackman/manifest.json +27 -10
- package/knowledge/solo-test/masters/master_ackman/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_ackman/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_ackman/tools.json +56 -30
- package/knowledge/solo-test/masters/master_aschenbrenner/decision_policy.json +101 -10
- package/knowledge/solo-test/masters/master_aschenbrenner/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_aschenbrenner/manifest.json +26 -8
- package/knowledge/solo-test/masters/master_aschenbrenner/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_aschenbrenner/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_aschenbrenner/tools.json +56 -30
- package/knowledge/solo-test/masters/master_asness/decision_policy.json +89 -10
- package/knowledge/solo-test/masters/master_asness/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_asness/manifest.json +25 -8
- package/knowledge/solo-test/masters/master_asness/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_asness/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_asness/tools.json +56 -30
- package/knowledge/solo-test/masters/master_bogle/counterfactuals.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/decision_cases.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/decision_policy.json +170 -0
- package/knowledge/solo-test/masters/master_bogle/doctrine.jsonl +14 -0
- package/knowledge/solo-test/masters/master_bogle/evaluation/calibration_cases.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/evaluation/experiments.json +5 -0
- package/knowledge/solo-test/masters/master_bogle/evaluation/golden_cases.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/evaluation/pairwise_cases.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/failures.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/manifest.json +141 -0
- package/knowledge/solo-test/masters/master_bogle/memory_policy.json +5 -0
- package/knowledge/solo-test/masters/master_bogle/provisional-index.json +41 -0
- package/knowledge/solo-test/masters/master_bogle/research_policy.json +11 -0
- package/knowledge/solo-test/masters/master_bogle/sources.jsonl +1 -0
- package/knowledge/solo-test/masters/master_bogle/tools.json +120 -0
- package/knowledge/solo-test/masters/master_bogle/voice.en.md +7 -0
- package/knowledge/solo-test/masters/master_bogle/voice.zh.md +7 -0
- package/knowledge/solo-test/masters/master_buffett/decision_policy.json +102 -11
- package/knowledge/solo-test/masters/master_buffett/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_buffett/manifest.json +24 -8
- package/knowledge/solo-test/masters/master_buffett/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_buffett/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_buffett/tools.json +55 -29
- package/knowledge/solo-test/masters/master_burry/decision_policy.json +102 -12
- package/knowledge/solo-test/masters/master_burry/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_burry/manifest.json +26 -10
- package/knowledge/solo-test/masters/master_burry/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_burry/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_burry/tools.json +56 -30
- package/knowledge/solo-test/masters/master_cathie_wood/decision_policy.json +74 -12
- package/knowledge/solo-test/masters/master_cathie_wood/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_cathie_wood/manifest.json +26 -10
- package/knowledge/solo-test/masters/master_cathie_wood/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_cathie_wood/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_cathie_wood/tools.json +56 -30
- package/knowledge/solo-test/masters/master_dalio/decision_policy.json +123 -16
- package/knowledge/solo-test/masters/master_dalio/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_dalio/manifest.json +24 -8
- package/knowledge/solo-test/masters/master_dalio/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_dalio/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_dalio/tools.json +56 -30
- package/knowledge/solo-test/masters/master_damodaran/decision_policy.json +58 -10
- package/knowledge/solo-test/masters/master_damodaran/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_damodaran/manifest.json +23 -8
- package/knowledge/solo-test/masters/master_damodaran/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_damodaran/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_damodaran/tools.json +54 -28
- package/knowledge/solo-test/masters/master_druckenmiller/decision_policy.json +89 -10
- package/knowledge/solo-test/masters/master_druckenmiller/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_druckenmiller/manifest.json +25 -8
- package/knowledge/solo-test/masters/master_druckenmiller/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_druckenmiller/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_druckenmiller/tools.json +55 -29
- package/knowledge/solo-test/masters/master_duan_yongping/decision_policy.json +138 -13
- package/knowledge/solo-test/masters/master_duan_yongping/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_duan_yongping/manifest.json +31 -11
- package/knowledge/solo-test/masters/master_duan_yongping/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_duan_yongping/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_duan_yongping/tools.json +82 -30
- package/knowledge/solo-test/masters/master_fisher/decision_policy.json +102 -11
- package/knowledge/solo-test/masters/master_fisher/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_fisher/manifest.json +27 -10
- package/knowledge/solo-test/masters/master_fisher/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_fisher/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_fisher/tools.json +58 -32
- package/knowledge/solo-test/masters/master_forensic_short/decision_policy.json +93 -14
- package/knowledge/solo-test/masters/master_forensic_short/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_forensic_short/manifest.json +20 -8
- package/knowledge/solo-test/masters/master_forensic_short/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_forensic_short/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_forensic_short/tools.json +53 -27
- package/knowledge/solo-test/masters/master_graham/decision_policy.json +103 -12
- package/knowledge/solo-test/masters/master_graham/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_graham/manifest.json +26 -8
- package/knowledge/solo-test/masters/master_graham/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_graham/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_graham/tools.json +67 -28
- package/knowledge/solo-test/masters/master_jhunjhunwala/decision_policy.json +77 -12
- package/knowledge/solo-test/masters/master_jhunjhunwala/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_jhunjhunwala/manifest.json +25 -10
- package/knowledge/solo-test/masters/master_jhunjhunwala/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_jhunjhunwala/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_jhunjhunwala/tools.json +54 -28
- package/knowledge/solo-test/masters/master_klarman/decision_policy.json +105 -14
- package/knowledge/solo-test/masters/master_klarman/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_klarman/manifest.json +22 -6
- package/knowledge/solo-test/masters/master_klarman/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_klarman/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_klarman/tools.json +55 -29
- package/knowledge/solo-test/masters/master_li_lu/decision_policy.json +101 -10
- package/knowledge/solo-test/masters/master_li_lu/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_li_lu/manifest.json +27 -10
- package/knowledge/solo-test/masters/master_li_lu/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_li_lu/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_li_lu/tools.json +58 -32
- package/knowledge/solo-test/masters/master_lynch/decision_policy.json +127 -16
- package/knowledge/solo-test/masters/master_lynch/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_lynch/manifest.json +28 -10
- package/knowledge/solo-test/masters/master_lynch/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_lynch/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_lynch/tools.json +67 -28
- package/knowledge/solo-test/masters/master_marks/decision_policy.json +71 -9
- package/knowledge/solo-test/masters/master_marks/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_marks/manifest.json +25 -10
- package/knowledge/solo-test/masters/master_marks/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_marks/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_marks/tools.json +54 -28
- package/knowledge/solo-test/masters/master_munger/decision_policy.json +141 -16
- package/knowledge/solo-test/masters/master_munger/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_munger/manifest.json +24 -10
- package/knowledge/solo-test/masters/master_munger/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_munger/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_munger/tools.json +52 -26
- package/knowledge/solo-test/masters/master_natenberg/decision_policy.json +59 -11
- package/knowledge/solo-test/masters/master_natenberg/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_natenberg/manifest.json +23 -10
- package/knowledge/solo-test/masters/master_natenberg/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_natenberg/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_natenberg/tools.json +50 -24
- package/knowledge/solo-test/masters/master_pabrai/decision_policy.json +125 -14
- package/knowledge/solo-test/masters/master_pabrai/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_pabrai/manifest.json +22 -6
- package/knowledge/solo-test/masters/master_pabrai/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_pabrai/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_pabrai/tools.json +55 -29
- package/knowledge/solo-test/masters/master_simons/decision_policy.json +59 -11
- package/knowledge/solo-test/masters/master_simons/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_simons/manifest.json +22 -8
- package/knowledge/solo-test/masters/master_simons/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_simons/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_simons/tools.json +43 -30
- package/knowledge/solo-test/masters/master_sinclair/decision_policy.json +59 -11
- package/knowledge/solo-test/masters/master_sinclair/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_sinclair/manifest.json +22 -10
- package/knowledge/solo-test/masters/master_sinclair/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_sinclair/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_sinclair/tools.json +54 -28
- package/knowledge/solo-test/masters/master_soros/decision_policy.json +98 -10
- package/knowledge/solo-test/masters/master_soros/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_soros/manifest.json +24 -11
- package/knowledge/solo-test/masters/master_soros/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_soros/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_soros/tools.json +54 -28
- package/knowledge/solo-test/masters/master_taleb/decision_policy.json +124 -13
- package/knowledge/solo-test/masters/master_taleb/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_taleb/manifest.json +23 -9
- package/knowledge/solo-test/masters/master_taleb/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_taleb/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_taleb/tools.json +50 -24
- package/knowledge/solo-test/masters/master_thorp/decision_policy.json +61 -13
- package/knowledge/solo-test/masters/master_thorp/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_thorp/manifest.json +25 -10
- package/knowledge/solo-test/masters/master_thorp/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_thorp/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_thorp/tools.json +56 -30
- package/knowledge/solo-test/persona-v3-solo-test-formulas/compilation-manifest.json +290 -264
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_ackman/components/tools.json +58 -32
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_ackman/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_ackman/provisional-derivations/owner_earnings_yield.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_aschenbrenner/components/tools.json +58 -32
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_aschenbrenner/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_aschenbrenner/provisional-derivations/price_implied_cash_yield.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_asness/components/tools.json +58 -32
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_asness/provisional-derivations/nominal_earnings_yield_gap.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_asness/provisional-derivations/real_earnings_yield_gap.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_bogle/components/tools.json +120 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_bogle/provisional-derivations/expected_return_over_long_bond.derived-proxy-evidence.json +77 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_bogle/provisional-derivations/fundamental_expected_return.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_buffett/components/tools.json +57 -31
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_buffett/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_buffett/provisional-derivations/owner_earnings_yield.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_burry/components/tools.json +58 -32
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_burry/provisional-derivations/net_current_asset_surplus_per_share.derived-proxy-evidence.json +77 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_burry/provisional-derivations/net_current_asset_value_per_share.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_cathie_wood/components/tools.json +58 -32
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_cathie_wood/provisional-derivations/current_cash_yield.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_cathie_wood/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_dalio/components/tools.json +58 -32
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_dalio/provisional-derivations/policy_real_rate.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_dalio/provisional-derivations/real_curve_slope.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_damodaran/components/tools.json +56 -30
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_damodaran/provisional-derivations/implied_equity_risk_premium.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_damodaran/provisional-derivations/{reverse_valuation.derived-proxy-evidence.json → premium_versus_long_run_average.derived-proxy-evidence.json} +29 -16
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_druckenmiller/components/tools.json +57 -31
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_druckenmiller/provisional-derivations/liquidity_curve_impulse.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_druckenmiller/provisional-derivations/policy_real_rate.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_duan_yongping/components/tools.json +84 -32
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_duan_yongping/provisional-derivations/five_year_opportunity_cost.derived-proxy-evidence.json +102 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_duan_yongping/provisional-derivations/margin_retention.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_fisher/components/tools.json +60 -34
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_fisher/provisional-derivations/margin_retention.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_fisher/provisional-derivations/reinvestment_spread.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_forensic_short/components/tools.json +55 -29
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_forensic_short/provisional-derivations/{accounting_rebuilder.derived-proxy-evidence.json → cash_conversion_gap.derived-proxy-evidence.json} +28 -15
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_forensic_short/provisional-derivations/cash_cover_of_leverage.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_graham/components/tools.json +69 -30
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_graham/provisional-derivations/defensive_hurdle_base.derived-proxy-evidence.json +89 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_graham/provisional-derivations/half_normalised_earnings_yield.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_jhunjhunwala/components/tools.json +56 -30
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_jhunjhunwala/provisional-derivations/cash_quality_gap.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_jhunjhunwala/provisional-derivations/real_structural_growth.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_klarman/components/tools.json +57 -31
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_klarman/provisional-derivations/downside_asset_coverage.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_klarman/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_li_lu/components/tools.json +60 -34
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_li_lu/provisional-derivations/cash_backed_decade_return.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_li_lu/provisional-derivations/decade_return_over_long_bond.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_lynch/components/tools.json +69 -30
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_lynch/provisional-derivations/growth_justified_capitalisation.derived-proxy-evidence.json +89 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_lynch/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_marks/components/tools.json +56 -30
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_marks/provisional-derivations/credit_cycle_position.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_marks/provisional-derivations/equity_over_corporate_debt.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_munger/components/tools.json +54 -28
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_munger/provisional-derivations/debt_service_cushion.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_munger/provisional-derivations/reported_earnings_cash_gap.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_natenberg/components/tools.json +52 -26
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_natenberg/provisional-derivations/{surface_builder.derived-proxy-evidence.json → normalised_skew.derived-proxy-evidence.json} +27 -14
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_natenberg/provisional-derivations/round_trip_cost.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_pabrai/components/tools.json +57 -31
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_pabrai/provisional-derivations/downside_floor_coverage.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_pabrai/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_simons/components/tools.json +45 -32
- package/knowledge/solo-test/persona-v3-solo-test-formulas/{master_natenberg/provisional-derivations/greeks_payoff.derived-proxy-evidence.json → master_simons/provisional-derivations/absolute_session_move.derived-proxy-evidence.json} +17 -17
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_simons/provisional-derivations/session_move_over_implied.derived-proxy-evidence.json +77 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_sinclair/components/tools.json +56 -30
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_sinclair/provisional-derivations/round_trip_cost.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_sinclair/provisional-derivations/volatility_per_unit_of_width.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_soros/components/tools.json +56 -30
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_soros/provisional-derivations/credit_cycle_position.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_soros/provisional-derivations/financing_burden.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_taleb/components/tools.json +52 -26
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_taleb/provisional-derivations/debt_service_cushion.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_taleb/provisional-derivations/{tail_friction.derived-proxy-evidence.json → normalised_skew.derived-proxy-evidence.json} +27 -14
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_thorp/components/tools.json +58 -32
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_thorp/provisional-derivations/edge_per_unit_of_volatility.derived-proxy-evidence.json +77 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_thorp/provisional-derivations/net_edge.derived-proxy-evidence.json +76 -0
- package/mcp/lib/breadth.mjs +122 -0
- package/mcp/lib/codex.mjs +3 -3
- package/mcp/lib/constants.mjs +76 -25
- package/mcp/lib/council-options.mjs +95 -40
- package/mcp/lib/council-selection.mjs +95 -9
- package/mcp/lib/damodaran.mjs +119 -0
- package/mcp/lib/fred.mjs +246 -0
- package/mcp/lib/fund-holdings-parsers.mjs +297 -0
- package/mcp/lib/fundamentals.mjs +801 -0
- package/mcp/lib/funds.mjs +750 -0
- package/mcp/lib/gates.mjs +149 -15
- package/mcp/lib/grounding.mjs +188 -36
- package/mcp/lib/index-aggregate.mjs +718 -0
- package/mcp/lib/insider-ownership.mjs +149 -0
- package/mcp/lib/instrument-facts.mjs +557 -0
- package/mcp/lib/instruments.mjs +191 -0
- package/mcp/lib/lang.mjs +109 -2
- package/mcp/lib/markdown.mjs +620 -138
- package/mcp/lib/master-catalog.mjs +32 -3
- package/mcp/lib/orchestrator.mjs +1121 -290
- package/mcp/lib/packets.mjs +227 -21
- package/mcp/lib/personas/engine.mjs +44 -31
- package/mcp/lib/personas-v3/compiler.mjs +2 -0
- package/mcp/lib/personas-v3/deterministic-executor.mjs +13 -2
- package/mcp/lib/personas-v3/ga-external-evidence.mjs +3 -2
- package/mcp/lib/personas-v3/ga-gate.mjs +2 -1
- package/mcp/lib/personas-v3/ga-package-evidence.mjs +5 -4
- package/mcp/lib/personas-v3/grounding-adapter.mjs +309 -2
- package/mcp/lib/personas-v3/loader.mjs +10 -7
- package/mcp/lib/personas-v3/production-root.mjs +5 -4
- package/mcp/lib/personas-v3/release-formula-evidence.mjs +14 -7
- package/mcp/lib/personas-v3/release-source-evidence.mjs +2 -1
- package/mcp/lib/personas-v3/releases.mjs +5 -4
- package/mcp/lib/personas-v3/runtime-release-integrity.mjs +6 -5
- package/mcp/lib/personas-v3/semantic-source-adjudication.mjs +2 -1
- package/mcp/lib/personas-v3/semantic-source-extraction.mjs +2 -1
- package/mcp/lib/personas-v3/semantic-source-skeptic-review.mjs +2 -1
- package/mcp/lib/personas-v3/source-acquisition.mjs +10 -3
- package/mcp/lib/personas-v3/source-review-operations.mjs +3 -2
- package/mcp/lib/personas-v3/staging.mjs +22 -3
- package/mcp/lib/prompts.mjs +119 -2
- package/mcp/lib/quotes.mjs +5 -0
- package/mcp/lib/rpc.mjs +101 -42
- package/mcp/lib/run-store.mjs +28 -3
- package/mcp/lib/sec.mjs +32 -0
- package/mcp/lib/tables.mjs +11 -0
- package/mcp/lib/voice.mjs +122 -0
- package/mcp/lib/xbrl-aggregates.mjs +153 -0
- package/mcp/lib/xbrl-series.mjs +339 -0
- package/mcp/lib/xlsx.mjs +155 -0
- package/package.json +5 -5
- package/personas/masters/masters-value/bogle.md +145 -0
- package/schemas/council-evaluation-protocol-v1.schema.json +2 -2
- package/schemas/persona-v3-ai-assisted-solo-profile-v1.schema.json +2 -2
- package/schemas/persona-v3-ai-machine-simulation-v1.schema.json +1 -1
- package/schemas/persona-v3-build-spec-v1.schema.json +3 -3
- package/schemas/persona-v3-release-formula-review-evidence-v1.schema.json +3 -3
- package/schemas/persona-v3-release-manifest-v1.schema.json +6 -6
- package/schemas/persona-v3-release-source-review-evidence-v1.schema.json +3 -3
- package/schemas/persona-v3-tool-graph-v1.schema.json +1 -1
- package/schemas/persona-v3.schema.json +37 -2
- package/schemas/source-review-batch-v1.schema.json +9 -9
- package/scripts/assemble-persona-v3-release.mjs +3 -2
- package/scripts/build-persona-v3-solo-test-packs.mjs +6 -8
- package/scripts/check-persona-v3-ga.mjs +1 -1
- package/scripts/check-persona-v3-production-candidates.mjs +1 -1
- package/scripts/compile-persona-v3-formulas.mjs +19 -18
- package/scripts/doctor.mjs +11 -9
- package/scripts/export-persona-source-review-batch.mjs +1 -1
- package/scripts/generate-persona-v3-drafts.mjs +2 -2
- package/scripts/lib/build-profile.mjs +24 -0
- package/scripts/lib/council-evaluation-protocol.mjs +7 -6
- package/scripts/lib/host-capabilities.mjs +2 -1
- package/scripts/lib/packaged-host-parity.mjs +63 -8
- package/scripts/lib/persona-v3-ai-assisted-solo-status.mjs +6 -4
- package/scripts/lib/persona-v3-ai-formula-review.mjs +6 -5
- package/scripts/lib/persona-v3-ai-machine-simulations.mjs +32 -4
- package/scripts/lib/persona-v3-build-specs.mjs +3 -2
- package/scripts/lib/persona-v3-draft-packs.mjs +2 -2
- package/scripts/lib/persona-v3-formula-pipeline.mjs +11 -10
- package/scripts/lib/persona-v3-production-candidates.mjs +10 -9
- package/scripts/lib/persona-v3-solo-formula-pipeline.mjs +182 -16
- package/scripts/lib/persona-v3-solo-test-packs.mjs +143 -16
- package/scripts/package-smoke.mjs +32 -12
- package/scripts/report-persona-corpus-gaps.mjs +4 -1
- package/scripts/review-persona-v3-solo-formulas.mjs +12 -8
- package/scripts/run-tests.mjs +23 -2
- package/scripts/scaffold-persona-v3-staging.mjs +1 -1
- package/skills/agent-skills-governance/SKILL.md +8 -2
- package/skills/alphacouncil-agent/SKILL.md +60 -9
- package/skills/public-equity-investing/SKILL.md +17 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_ackman/provisional-derivations/change_value_bridge.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_ackman/provisional-derivations/power_map.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_aschenbrenner/provisional-derivations/compute_power_bridge.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_aschenbrenner/provisional-derivations/timeline_reverse_valuation.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_asness/provisional-derivations/crowding_cost_stress.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_asness/provisional-derivations/factor_decomposer.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_buffett/provisional-derivations/incremental_returns.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_buffett/provisional-derivations/owner_earnings_rebuilder.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_burry/provisional-derivations/capital_structure_reader.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_burry/provisional-derivations/mispricing_carry.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_cathie_wood/provisional-derivations/capture_valuation_bridge.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_cathie_wood/provisional-derivations/cost_adoption_curve.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_dalio/provisional-derivations/debt_driver_stress.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_dalio/provisional-derivations/regime_classifier.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_damodaran/provisional-derivations/story_dcf.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_druckenmiller/provisional-derivations/inflection_payoff.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_druckenmiller/provisional-derivations/liquidity_revision_map.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_duan_yongping/provisional-derivations/opportunity_cost.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_duan_yongping/provisional-derivations/user_value_evidence.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_fisher/provisional-derivations/research_productivity.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_fisher/provisional-derivations/scuttlebutt_graph.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_forensic_short/provisional-derivations/borrow_catalyst.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_graham/provisional-derivations/asset_floor.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_graham/provisional-derivations/normalized_earnings.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_jhunjhunwala/provisional-derivations/penetration_liquidity.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_jhunjhunwala/provisional-derivations/promoter_governance.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_klarman/provisional-derivations/cash_catalyst_compare.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_klarman/provisional-derivations/recovery_waterfall.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_li_lu/provisional-derivations/promise_integrity_ledger.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_li_lu/provisional-derivations/ten_year_return_bridge.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_lynch/provisional-derivations/category_classifier.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_lynch/provisional-derivations/story_numbers_check.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_marks/provisional-derivations/cycle_temperature.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_marks/provisional-derivations/implied_expectations.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_munger/provisional-derivations/failure_path_graph.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_munger/provisional-derivations/incentive_map.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_pabrai/provisional-derivations/discrete_payoff.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_pabrai/provisional-derivations/downside_floor.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_simons/provisional-derivations/leakage_audit.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_simons/provisional-derivations/oos_cost_test.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_sinclair/provisional-derivations/net_edge_sizer.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_sinclair/provisional-derivations/realized_vol_forecast.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_soros/provisional-derivations/reflexivity_graph.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_soros/provisional-derivations/reversal_monitor.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_taleb/provisional-derivations/payoff_ruin.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_thorp/provisional-derivations/edge_recalculator.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_thorp/provisional-derivations/fractional_kelly.derived-proxy-evidence.json +0 -64
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Evaluate a simple business model through user value, corporate culture, management integrity, long-run economics and opportunity cost.","rule_id":"proxy_rule_1","source_ids":["proxy:ee321ec9753f71e3e"]}
|
|
2
|
-
{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"
|
|
3
|
-
{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"
|
|
2
|
+
{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Opportunity cost expressed as an amount of money rather than a rate: the interest the whole purchase price would have earned in high-grade corporate bonds over the same five years the cash-flow fact covers. Stating it in currency lets the comparison be made against the cash the business actually produced, with no annualisation on either side.","rule_id":"proxy_rule_2","source_ids":["proxy:ee321ec9753f71e3e"]}
|
|
3
|
+
{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"The share of the gross margin that survives everything the company does with it. Gross margin is evidence that the right thing was made; how much of it reaches the owner is evidence about whether it was then done well.","rule_id":"proxy_rule_3","source_ids":["proxy:ee321ec9753f71e3e"]}
|
|
4
4
|
{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Decline when the long-run money-making mechanism cannot be explained.","rule_id":"proxy_rule_4","source_ids":["proxy:ee321ec9753f71e3e"]}
|
|
5
5
|
{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject on a human-adjudicated material integrity breach.","rule_id":"proxy_rule_5","source_ids":["proxy:ee321ec9753f71e3e"]}
|
|
6
6
|
{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject when revenue growth lacks public evidence of durable user value.","rule_id":"proxy_rule_6","source_ids":["proxy:ee321ec9753f71e3e"]}
|
|
@@ -16,14 +16,21 @@
|
|
|
16
16
|
],
|
|
17
17
|
"native_decision_schema": "user_value_owner_decision_v1",
|
|
18
18
|
"optional_fact_types": [
|
|
19
|
+
"valuation.revenue_growth",
|
|
20
|
+
"financial.free_cash_flow_5y",
|
|
19
21
|
"business.model.explainability",
|
|
22
|
+
"product.user_value",
|
|
20
23
|
"culture.integrity_events",
|
|
21
24
|
"management.promise_record",
|
|
22
|
-
"financial.long_run_economics"
|
|
25
|
+
"financial.long_run_economics",
|
|
26
|
+
"portfolio.opportunity_cost"
|
|
23
27
|
],
|
|
24
28
|
"required_fact_types": [
|
|
25
|
-
"
|
|
26
|
-
"
|
|
29
|
+
"market.price",
|
|
30
|
+
"capital_allocation.share_count",
|
|
31
|
+
"macro.aaa_corporate_yield",
|
|
32
|
+
"financial.net_margin_5y",
|
|
33
|
+
"financial.gross_margin_5y"
|
|
27
34
|
]
|
|
28
35
|
},
|
|
29
36
|
"components": {
|
|
@@ -44,8 +51,8 @@
|
|
|
44
51
|
"computation": {
|
|
45
52
|
"dsl_version": "1.1",
|
|
46
53
|
"pipeline": [
|
|
47
|
-
"master_duan_yongping.
|
|
48
|
-
"master_duan_yongping.
|
|
54
|
+
"master_duan_yongping.five_year_opportunity_cost",
|
|
55
|
+
"master_duan_yongping.margin_retention"
|
|
49
56
|
]
|
|
50
57
|
},
|
|
51
58
|
"decision": {
|
|
@@ -53,8 +60,11 @@
|
|
|
53
60
|
"common_projection": "common_stance_v1",
|
|
54
61
|
"confidence_calibrator": null,
|
|
55
62
|
"eligibility": [
|
|
56
|
-
"
|
|
57
|
-
"
|
|
63
|
+
"market.price",
|
|
64
|
+
"capital_allocation.share_count",
|
|
65
|
+
"macro.aaa_corporate_yield",
|
|
66
|
+
"financial.net_margin_5y",
|
|
67
|
+
"financial.gross_margin_5y"
|
|
58
68
|
],
|
|
59
69
|
"hard_vetoes": [
|
|
60
70
|
"master_duan_yongping.not_understood",
|
|
@@ -77,11 +87,15 @@
|
|
|
77
87
|
"maturity": "operator_lens",
|
|
78
88
|
"operator_label": {
|
|
79
89
|
"en": "Duan Yongping Lens Provisional Operator Lens",
|
|
90
|
+
"ja": "Duan Yongping Lens 暫定オペレーター・レンズ",
|
|
91
|
+
"ko": "Duan Yongping Lens 임시 오퍼레이터 렌즈",
|
|
80
92
|
"zh": "段永平视角临时操作视角"
|
|
81
93
|
},
|
|
82
94
|
"persona_id": "master_duan_yongping",
|
|
83
95
|
"public_label": {
|
|
84
96
|
"en": "Duan Yongping Lens Solo Test",
|
|
97
|
+
"ja": "Duan Yongping Lens 単独テスト",
|
|
98
|
+
"ko": "Duan Yongping Lens 단독 테스트",
|
|
85
99
|
"zh": "段永平视角单人测试"
|
|
86
100
|
},
|
|
87
101
|
"source_cutoff": "2026-07-27"
|
|
@@ -92,7 +106,7 @@
|
|
|
92
106
|
"leak_rule": "public_at <= as_of AND memory_created_at <= as_of",
|
|
93
107
|
"postmortem_horizon_days": 90
|
|
94
108
|
},
|
|
95
|
-
"pack_version": "0.9.
|
|
109
|
+
"pack_version": "0.9.4",
|
|
96
110
|
"research": {
|
|
97
111
|
"mandatory_disconfirming_queries": [
|
|
98
112
|
"Decline when the long-run money-making mechanism cannot be explained.",
|
|
@@ -109,16 +123,22 @@
|
|
|
109
123
|
"schema_version": 3,
|
|
110
124
|
"selection": {
|
|
111
125
|
"best_for": {
|
|
112
|
-
"en": "
|
|
113
|
-
"
|
|
126
|
+
"en": "Consumer businesses, product value, corporate culture, and opportunity cost.",
|
|
127
|
+
"ja": "消費者向け事業、製品価値、企業文化、機会費用。",
|
|
128
|
+
"ko": "소비자 사업, 제품 가치, 기업 문화, 기회비용.",
|
|
129
|
+
"zh": "消费企业、产品价值、企业文化与机会成本。"
|
|
114
130
|
},
|
|
115
131
|
"identity": {
|
|
116
132
|
"en": "Duan Yongping Lens; project-derived and not human reviewed",
|
|
133
|
+
"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。",
|
|
134
|
+
"ko": "Duan Yongping Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
|
|
117
135
|
"zh": "段永平视角;项目派生、未经人工审定"
|
|
118
136
|
},
|
|
119
137
|
"method": {
|
|
120
138
|
"en": "Evaluate a simple business model through user value, corporate culture, management integrity, long-run economics and opportunity cost.",
|
|
121
|
-
"
|
|
139
|
+
"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。",
|
|
140
|
+
"ko": "단순하고 명확한 사업 모델을 사용자 가치, 기업 문화, 경영진의 정직성, 장기 경제성, 기회비용을 통해 평가한다.",
|
|
141
|
+
"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
142
|
}
|
|
123
143
|
},
|
|
124
144
|
"voice": {
|
|
@@ -16,7 +16,7 @@
|
|
|
16
16
|
],
|
|
17
17
|
"experiment_pass_count": 0,
|
|
18
18
|
"formula_approval_binding_count": 0,
|
|
19
|
-
"formula_compilation_manifest_hash": "sha256:
|
|
19
|
+
"formula_compilation_manifest_hash": "sha256:fc8afd469d9cafccccc4221622ccde5061167c538ab6472eecaaf65efce5461b",
|
|
20
20
|
"method_model_eligible": false,
|
|
21
21
|
"native_states": [
|
|
22
22
|
"provisional_do_not_understand",
|
|
@@ -26,8 +26,8 @@
|
|
|
26
26
|
],
|
|
27
27
|
"persona_id": "master_duan_yongping",
|
|
28
28
|
"planned_tool_ids": [
|
|
29
|
-
"master_duan_yongping.
|
|
30
|
-
"master_duan_yongping.
|
|
29
|
+
"master_duan_yongping.five_year_opportunity_cost",
|
|
30
|
+
"master_duan_yongping.margin_retention"
|
|
31
31
|
],
|
|
32
32
|
"production_eligible": false,
|
|
33
33
|
"review_status": "not_human_reviewed",
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"adjudication":{"notes":"No human review, no named-method attribution, no production effect.","reviewer_ids":[],"status":"pending"},"author":"AlphaCouncil project build specification","content_hash":"sha256:
|
|
1
|
+
{"adjudication":{"notes":"No human review, no named-method attribution, no production effect.","reviewer_ids":[],"status":"pending"},"author":"AlphaCouncil project build specification","content_hash":"sha256:3e53a2c3031ba3d6f65736cdb8f826b4cc4ce4962a899257702e7d8a95e534fc","grade":"E","known_at":"2026-07-27","locator":{"section":"master_duan_yongping"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:ee321ec9753f71e3e","source_kind":"derived_proxy","summary":"Project-authored provisional proxy used only to exercise the deterministic solo-test build; it is not source approval or method attribution.","supports":["solo_test_structure","deterministic_execution_only"],"title":"Provisional project-derived method hypothesis for master_duan_yongping","url":"https://github.com/Zhao73/alphacouncil-agent/blob/main/data/persona-v3-build-specs.v1.mjs"}
|
|
@@ -1,12 +1,42 @@
|
|
|
1
1
|
[
|
|
2
2
|
{
|
|
3
3
|
"assurance_class": "provisional_derived_proxy",
|
|
4
|
-
"derivation_evidence_hash": "sha256:
|
|
5
|
-
"derivation_spec_hash": "sha256:
|
|
6
|
-
"derivation_spec_id": "master_duan_yongping.
|
|
4
|
+
"derivation_evidence_hash": "sha256:80c3af4218aab09224e1a5ca41088311bb86f75069e5560bde6cd68b58c27ea9",
|
|
5
|
+
"derivation_spec_hash": "sha256:0a3c728ee333d65a10066c6f03580c549beb628d540029d58131475e35117279",
|
|
6
|
+
"derivation_spec_id": "master_duan_yongping.five_year_opportunity_cost.prototype_v1.derived_proxy_v1",
|
|
7
7
|
"dsl_version": "1.1",
|
|
8
|
-
"id": "master_duan_yongping.
|
|
8
|
+
"id": "master_duan_yongping.five_year_opportunity_cost",
|
|
9
9
|
"input_contracts": [
|
|
10
|
+
{
|
|
11
|
+
"on_missing": "fail",
|
|
12
|
+
"period": {
|
|
13
|
+
"alignment": "as_of",
|
|
14
|
+
"basis": "instant",
|
|
15
|
+
"window": null
|
|
16
|
+
},
|
|
17
|
+
"unit": "currency_units",
|
|
18
|
+
"value_kind": "monetary"
|
|
19
|
+
},
|
|
20
|
+
{
|
|
21
|
+
"on_missing": "fail",
|
|
22
|
+
"period": {
|
|
23
|
+
"alignment": "as_of",
|
|
24
|
+
"basis": "duration",
|
|
25
|
+
"window": "P1Y"
|
|
26
|
+
},
|
|
27
|
+
"unit": "shares",
|
|
28
|
+
"value_kind": "count"
|
|
29
|
+
},
|
|
30
|
+
{
|
|
31
|
+
"on_missing": "fail",
|
|
32
|
+
"period": {
|
|
33
|
+
"alignment": "as_of",
|
|
34
|
+
"basis": "instant",
|
|
35
|
+
"window": null
|
|
36
|
+
},
|
|
37
|
+
"unit": "decimal",
|
|
38
|
+
"value_kind": "ratio"
|
|
39
|
+
},
|
|
10
40
|
{
|
|
11
41
|
"on_missing": "fail",
|
|
12
42
|
"period": {
|
|
@@ -18,77 +48,99 @@
|
|
|
18
48
|
"value_kind": "scalar"
|
|
19
49
|
}
|
|
20
50
|
],
|
|
21
|
-
"input_schema_hash": "sha256:
|
|
51
|
+
"input_schema_hash": "sha256:f7a9dde26fc09a0bb0286719a92a4ea9150be86a504160c25125841e60135d3c",
|
|
22
52
|
"inputs": [
|
|
23
53
|
{
|
|
24
|
-
"fact_id": "
|
|
54
|
+
"fact_id": "market.price"
|
|
55
|
+
},
|
|
56
|
+
{
|
|
57
|
+
"fact_id": "capital_allocation.share_count"
|
|
58
|
+
},
|
|
59
|
+
{
|
|
60
|
+
"fact_id": "macro.aaa_corporate_yield"
|
|
61
|
+
},
|
|
62
|
+
{
|
|
63
|
+
"literal": 5
|
|
25
64
|
}
|
|
26
65
|
],
|
|
27
66
|
"intended_use": "local_test_only",
|
|
28
|
-
"kind": "
|
|
67
|
+
"kind": "recomputation",
|
|
29
68
|
"on_missing": "fail",
|
|
30
|
-
"operation": "
|
|
31
|
-
"output_id": "
|
|
69
|
+
"operation": "multiply",
|
|
70
|
+
"output_id": "valuation.five_year_opportunity_cost.master_duan_yongping",
|
|
32
71
|
"output_period": {
|
|
33
72
|
"alignment": "as_of",
|
|
34
73
|
"basis": "instant",
|
|
35
74
|
"window": null
|
|
36
75
|
},
|
|
37
|
-
"output_schema_hash": "sha256:
|
|
76
|
+
"output_schema_hash": "sha256:d1cee723a684cd4f0eb55e50c61d1e4bbd637d458fb39d8204c9b497383c2894",
|
|
38
77
|
"production_eligible": false,
|
|
39
78
|
"review_status": "not_human_reviewed",
|
|
40
79
|
"schema_version": 1,
|
|
41
80
|
"source_ids": [
|
|
42
81
|
"proxy:ee321ec9753f71e3e"
|
|
43
82
|
],
|
|
44
|
-
"unit": "
|
|
45
|
-
"value_kind": "
|
|
46
|
-
"version": "0.
|
|
83
|
+
"unit": "currency_units",
|
|
84
|
+
"value_kind": "monetary",
|
|
85
|
+
"version": "0.2.0"
|
|
47
86
|
},
|
|
48
87
|
{
|
|
49
88
|
"assurance_class": "provisional_derived_proxy",
|
|
50
|
-
"derivation_evidence_hash": "sha256:
|
|
51
|
-
"derivation_spec_hash": "sha256:
|
|
52
|
-
"derivation_spec_id": "master_duan_yongping.
|
|
89
|
+
"derivation_evidence_hash": "sha256:4093b47b9083694371dd9bf31489a3f11dfee0554fb87f72de5661d63d2fa5e9",
|
|
90
|
+
"derivation_spec_hash": "sha256:b1543d78a86822685d586d0fef12ecb68db7f0377fab8303472ec2f99a3b4670",
|
|
91
|
+
"derivation_spec_id": "master_duan_yongping.margin_retention.prototype_v1.derived_proxy_v1",
|
|
53
92
|
"dsl_version": "1.1",
|
|
54
|
-
"id": "master_duan_yongping.
|
|
93
|
+
"id": "master_duan_yongping.margin_retention",
|
|
55
94
|
"input_contracts": [
|
|
56
95
|
{
|
|
57
96
|
"on_missing": "fail",
|
|
58
97
|
"period": {
|
|
59
98
|
"alignment": "as_of",
|
|
60
|
-
"basis": "
|
|
61
|
-
"window":
|
|
99
|
+
"basis": "duration",
|
|
100
|
+
"window": "P5Y"
|
|
62
101
|
},
|
|
63
|
-
"unit": "
|
|
64
|
-
"value_kind": "
|
|
102
|
+
"unit": "decimal",
|
|
103
|
+
"value_kind": "ratio"
|
|
104
|
+
},
|
|
105
|
+
{
|
|
106
|
+
"on_missing": "fail",
|
|
107
|
+
"period": {
|
|
108
|
+
"alignment": "as_of",
|
|
109
|
+
"basis": "duration",
|
|
110
|
+
"window": "P5Y"
|
|
111
|
+
},
|
|
112
|
+
"unit": "decimal",
|
|
113
|
+
"value_kind": "ratio"
|
|
65
114
|
}
|
|
66
115
|
],
|
|
67
|
-
"input_schema_hash": "sha256:
|
|
116
|
+
"input_schema_hash": "sha256:ca2f1bcf84bbcdc247c59ad7990ce18bca5a6ca3adcd85c29dd3f3700e30e1a6",
|
|
68
117
|
"inputs": [
|
|
69
118
|
{
|
|
70
|
-
"fact_id": "
|
|
119
|
+
"fact_id": "financial.net_margin_5y"
|
|
120
|
+
},
|
|
121
|
+
{
|
|
122
|
+
"fact_id": "financial.gross_margin_5y"
|
|
71
123
|
}
|
|
72
124
|
],
|
|
73
125
|
"intended_use": "local_test_only",
|
|
74
|
-
"kind": "
|
|
126
|
+
"kind": "recomputation",
|
|
75
127
|
"on_missing": "fail",
|
|
76
|
-
"operation": "
|
|
77
|
-
"output_id": "
|
|
128
|
+
"operation": "divide",
|
|
129
|
+
"output_id": "business.margin_retention.master_duan_yongping",
|
|
78
130
|
"output_period": {
|
|
79
131
|
"alignment": "as_of",
|
|
80
132
|
"basis": "instant",
|
|
81
133
|
"window": null
|
|
82
134
|
},
|
|
83
|
-
"output_schema_hash": "sha256:
|
|
135
|
+
"output_schema_hash": "sha256:b1097206354b3c03c78e1ddcd5c6ffcb05e9084f31b046d424bd0af2abd0408e",
|
|
84
136
|
"production_eligible": false,
|
|
85
137
|
"review_status": "not_human_reviewed",
|
|
86
138
|
"schema_version": 1,
|
|
87
139
|
"source_ids": [
|
|
88
140
|
"proxy:ee321ec9753f71e3e"
|
|
89
141
|
],
|
|
90
|
-
"unit": "
|
|
91
|
-
"value_kind": "
|
|
92
|
-
"version": "0.
|
|
142
|
+
"unit": "decimal",
|
|
143
|
+
"value_kind": "ratio",
|
|
144
|
+
"version": "0.2.0"
|
|
93
145
|
}
|
|
94
146
|
]
|
|
@@ -2,7 +2,28 @@
|
|
|
2
2
|
"abstention_policy": "fail_closed",
|
|
3
3
|
"dsl_version": "1.1",
|
|
4
4
|
"eligibility": {
|
|
5
|
-
"all": [
|
|
5
|
+
"all": [
|
|
6
|
+
{
|
|
7
|
+
"condition": {
|
|
8
|
+
"op": "exists",
|
|
9
|
+
"value": {
|
|
10
|
+
"fact_id": "financial.return_on_equity_10y"
|
|
11
|
+
}
|
|
12
|
+
},
|
|
13
|
+
"condition_id": "master_fisher.decade_of_operating_record",
|
|
14
|
+
"on_false": {
|
|
15
|
+
"common_stance": "out_of_scope",
|
|
16
|
+
"native_state": "provisional_insufficient_scuttlebutt"
|
|
17
|
+
},
|
|
18
|
+
"on_uncomputable": {
|
|
19
|
+
"common_stance": "out_of_scope",
|
|
20
|
+
"native_state": "provisional_insufficient_scuttlebutt"
|
|
21
|
+
},
|
|
22
|
+
"source_ids": [
|
|
23
|
+
"proxy:4749a48ca36b9289e"
|
|
24
|
+
]
|
|
25
|
+
}
|
|
26
|
+
]
|
|
6
27
|
},
|
|
7
28
|
"fact_gate": {
|
|
8
29
|
"on_missing_critical": {
|
|
@@ -10,21 +31,74 @@
|
|
|
10
31
|
"native_state": "provisional_insufficient_scuttlebutt"
|
|
11
32
|
}
|
|
12
33
|
},
|
|
13
|
-
"hard_vetoes": [
|
|
34
|
+
"hard_vetoes": [
|
|
35
|
+
{
|
|
36
|
+
"condition": {
|
|
37
|
+
"left": {
|
|
38
|
+
"fact_id": "financial.net_margin_5y"
|
|
39
|
+
},
|
|
40
|
+
"op": "lte",
|
|
41
|
+
"right": {
|
|
42
|
+
"literal": 0
|
|
43
|
+
}
|
|
44
|
+
},
|
|
45
|
+
"on_trigger": {
|
|
46
|
+
"common_stance": "opposed",
|
|
47
|
+
"native_state": "provisional_reject"
|
|
48
|
+
},
|
|
49
|
+
"on_uncomputable": {
|
|
50
|
+
"action": "abstain",
|
|
51
|
+
"decision": {
|
|
52
|
+
"common_stance": "out_of_scope",
|
|
53
|
+
"native_state": "provisional_insufficient_scuttlebutt"
|
|
54
|
+
}
|
|
55
|
+
},
|
|
56
|
+
"source_ids": [
|
|
57
|
+
"proxy:4749a48ca36b9289e"
|
|
58
|
+
],
|
|
59
|
+
"veto_id": "master_fisher.no_worthwhile_margin"
|
|
60
|
+
},
|
|
61
|
+
{
|
|
62
|
+
"condition": {
|
|
63
|
+
"left": {
|
|
64
|
+
"fact_id": "financial.incremental_return_on_capital"
|
|
65
|
+
},
|
|
66
|
+
"op": "lte",
|
|
67
|
+
"right": {
|
|
68
|
+
"literal": 0
|
|
69
|
+
}
|
|
70
|
+
},
|
|
71
|
+
"on_trigger": {
|
|
72
|
+
"common_stance": "opposed",
|
|
73
|
+
"native_state": "provisional_reject"
|
|
74
|
+
},
|
|
75
|
+
"on_uncomputable": {
|
|
76
|
+
"action": "abstain",
|
|
77
|
+
"decision": {
|
|
78
|
+
"common_stance": "out_of_scope",
|
|
79
|
+
"native_state": "provisional_insufficient_scuttlebutt"
|
|
80
|
+
}
|
|
81
|
+
},
|
|
82
|
+
"source_ids": [
|
|
83
|
+
"proxy:4749a48ca36b9289e"
|
|
84
|
+
],
|
|
85
|
+
"veto_id": "master_fisher.research_without_return"
|
|
86
|
+
}
|
|
87
|
+
],
|
|
14
88
|
"native_decision_schema": "scuttlebutt_quality_v1",
|
|
15
89
|
"native_output_fields": [
|
|
16
90
|
{
|
|
17
91
|
"field": "metric_1",
|
|
18
92
|
"on_missing": "fail",
|
|
19
93
|
"value": {
|
|
20
|
-
"output_id": "
|
|
94
|
+
"output_id": "financial.margin_retention.master_fisher"
|
|
21
95
|
}
|
|
22
96
|
},
|
|
23
97
|
{
|
|
24
98
|
"field": "metric_2",
|
|
25
99
|
"on_missing": "fail",
|
|
26
100
|
"value": {
|
|
27
|
-
"output_id": "
|
|
101
|
+
"output_id": "financial.reinvestment_spread.master_fisher"
|
|
28
102
|
}
|
|
29
103
|
}
|
|
30
104
|
],
|
|
@@ -52,14 +126,14 @@
|
|
|
52
126
|
},
|
|
53
127
|
{
|
|
54
128
|
"decision": {
|
|
55
|
-
"common_stance": "
|
|
129
|
+
"common_stance": "constructive",
|
|
56
130
|
"native_state": "provisional_long_duration_quality"
|
|
57
131
|
},
|
|
58
132
|
"min_ratio": 1
|
|
59
133
|
}
|
|
60
134
|
],
|
|
61
135
|
"scoring": {
|
|
62
|
-
"max_score":
|
|
136
|
+
"max_score": 3,
|
|
63
137
|
"min_coverage": 1,
|
|
64
138
|
"on_insufficient_coverage": {
|
|
65
139
|
"common_stance": "out_of_scope",
|
|
@@ -69,16 +143,16 @@
|
|
|
69
143
|
{
|
|
70
144
|
"condition": {
|
|
71
145
|
"left": {
|
|
72
|
-
"
|
|
146
|
+
"fact_id": "financial.incremental_return_on_capital"
|
|
73
147
|
},
|
|
74
148
|
"op": "gt",
|
|
75
149
|
"right": {
|
|
76
|
-
"
|
|
150
|
+
"fact_id": "financial.return_on_equity_10y"
|
|
77
151
|
}
|
|
78
152
|
},
|
|
79
153
|
"coverage_weight": 1,
|
|
80
154
|
"points": 1,
|
|
81
|
-
"rule_id": "
|
|
155
|
+
"rule_id": "fisher_new_capital_earns_more_than_the_installed_base",
|
|
82
156
|
"source_ids": [
|
|
83
157
|
"proxy:4749a48ca36b9289e"
|
|
84
158
|
]
|
|
@@ -86,7 +160,7 @@
|
|
|
86
160
|
{
|
|
87
161
|
"condition": {
|
|
88
162
|
"left": {
|
|
89
|
-
"output_id": "
|
|
163
|
+
"output_id": "financial.reinvestment_spread.master_fisher"
|
|
90
164
|
},
|
|
91
165
|
"op": "gt",
|
|
92
166
|
"right": {
|
|
@@ -95,7 +169,24 @@
|
|
|
95
169
|
},
|
|
96
170
|
"coverage_weight": 1,
|
|
97
171
|
"points": 1,
|
|
98
|
-
"rule_id": "
|
|
172
|
+
"rule_id": "fisher_reinvestment_beats_lending_the_money_out",
|
|
173
|
+
"source_ids": [
|
|
174
|
+
"proxy:4749a48ca36b9289e"
|
|
175
|
+
]
|
|
176
|
+
},
|
|
177
|
+
{
|
|
178
|
+
"condition": {
|
|
179
|
+
"left": {
|
|
180
|
+
"output_id": "financial.margin_retention.master_fisher"
|
|
181
|
+
},
|
|
182
|
+
"op": "gt",
|
|
183
|
+
"right": {
|
|
184
|
+
"literal": 0.25
|
|
185
|
+
}
|
|
186
|
+
},
|
|
187
|
+
"coverage_weight": 1,
|
|
188
|
+
"points": 1,
|
|
189
|
+
"rule_id": "fisher_margin_survives_the_research_and_sales_organisation",
|
|
99
190
|
"source_ids": [
|
|
100
191
|
"proxy:4749a48ca36b9289e"
|
|
101
192
|
]
|
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Assess long-duration growth quality through multi-party scuttlebutt, research productivity, sales capability, management depth and reinvestment runway.","rule_id":"proxy_rule_1","source_ids":["proxy:4749a48ca36b9289e"]}
|
|
2
|
-
{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"
|
|
3
|
-
{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"
|
|
2
|
+
{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"How much of the gross spread survives everything the named source spends points 3 and 4 on -- the research organisation and the sales organisation. Point 5 asks for a worthwhile margin and point 6 asks what is being done to hold it; the fraction of gross margin that reaches the bottom line is the observable form of both, and it is scale-free in a way an absolute margin is not.","rule_id":"proxy_rule_2","source_ids":["proxy:4749a48ca36b9289e"]}
|
|
3
|
+
{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"What the last increment of capital earned, less what lending it to a high-grade borrower would have paid. Point 2 is a claim about reinvestment continuing to work; the spread is the only place in these facts where that claim leaves a mark.","rule_id":"proxy_rule_3","source_ids":["proxy:4749a48ca36b9289e"]}
|
|
4
4
|
{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Decline when stakeholder claims do not have independent public corroboration.","rule_id":"proxy_rule_4","source_ids":["proxy:4749a48ca36b9289e"]}
|
|
5
5
|
{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject long-duration quality when management depth cannot be evidenced.","rule_id":"proxy_rule_5","source_ids":["proxy:4749a48ca36b9289e"]}
|
|
6
6
|
{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject growth quality when research spending lacks observable product or economic output.","rule_id":"proxy_rule_6","source_ids":["proxy:4749a48ca36b9289e"]}
|
|
@@ -16,14 +16,19 @@
|
|
|
16
16
|
],
|
|
17
17
|
"native_decision_schema": "scuttlebutt_quality_v1",
|
|
18
18
|
"optional_fact_types": [
|
|
19
|
+
"financial.return_on_equity_10y",
|
|
20
|
+
"research.productivity",
|
|
19
21
|
"sales.organization_quality",
|
|
22
|
+
"customer.retention",
|
|
20
23
|
"supplier.relationships",
|
|
21
24
|
"management.depth",
|
|
22
25
|
"financial.reinvestment_runway"
|
|
23
26
|
],
|
|
24
27
|
"required_fact_types": [
|
|
25
|
-
"
|
|
26
|
-
"
|
|
28
|
+
"financial.net_margin_5y",
|
|
29
|
+
"financial.gross_margin_5y",
|
|
30
|
+
"financial.incremental_return_on_capital",
|
|
31
|
+
"macro.aaa_corporate_yield"
|
|
27
32
|
]
|
|
28
33
|
},
|
|
29
34
|
"components": {
|
|
@@ -44,8 +49,8 @@
|
|
|
44
49
|
"computation": {
|
|
45
50
|
"dsl_version": "1.1",
|
|
46
51
|
"pipeline": [
|
|
47
|
-
"master_fisher.
|
|
48
|
-
"master_fisher.
|
|
52
|
+
"master_fisher.margin_retention",
|
|
53
|
+
"master_fisher.reinvestment_spread"
|
|
49
54
|
]
|
|
50
55
|
},
|
|
51
56
|
"decision": {
|
|
@@ -53,8 +58,10 @@
|
|
|
53
58
|
"common_projection": "common_stance_v1",
|
|
54
59
|
"confidence_calibrator": null,
|
|
55
60
|
"eligibility": [
|
|
56
|
-
"
|
|
57
|
-
"
|
|
61
|
+
"financial.net_margin_5y",
|
|
62
|
+
"financial.gross_margin_5y",
|
|
63
|
+
"financial.incremental_return_on_capital",
|
|
64
|
+
"macro.aaa_corporate_yield"
|
|
58
65
|
],
|
|
59
66
|
"hard_vetoes": [
|
|
60
67
|
"master_fisher.single_source_story",
|
|
@@ -77,11 +84,15 @@
|
|
|
77
84
|
"maturity": "operator_lens",
|
|
78
85
|
"operator_label": {
|
|
79
86
|
"en": "Fisher Lens Provisional Operator Lens",
|
|
87
|
+
"ja": "Fisher Lens 暫定オペレーター・レンズ",
|
|
88
|
+
"ko": "Fisher Lens 임시 오퍼레이터 렌즈",
|
|
80
89
|
"zh": "费雪视角临时操作视角"
|
|
81
90
|
},
|
|
82
91
|
"persona_id": "master_fisher",
|
|
83
92
|
"public_label": {
|
|
84
93
|
"en": "Fisher Lens Solo Test",
|
|
94
|
+
"ja": "Fisher Lens 単独テスト",
|
|
95
|
+
"ko": "Fisher Lens 단독 테스트",
|
|
85
96
|
"zh": "费雪视角单人测试"
|
|
86
97
|
},
|
|
87
98
|
"source_cutoff": "2026-07-27"
|
|
@@ -92,7 +103,7 @@
|
|
|
92
103
|
"leak_rule": "public_at <= as_of AND memory_created_at <= as_of",
|
|
93
104
|
"postmortem_horizon_days": 90
|
|
94
105
|
},
|
|
95
|
-
"pack_version": "0.9.
|
|
106
|
+
"pack_version": "0.9.4",
|
|
96
107
|
"research": {
|
|
97
108
|
"mandatory_disconfirming_queries": [
|
|
98
109
|
"Decline when stakeholder claims do not have independent public corroboration.",
|
|
@@ -109,16 +120,22 @@
|
|
|
109
120
|
"schema_version": 3,
|
|
110
121
|
"selection": {
|
|
111
122
|
"best_for": {
|
|
112
|
-
"en": "
|
|
113
|
-
"
|
|
123
|
+
"en": "Growth quality, field research, research productivity, and management depth.",
|
|
124
|
+
"ja": "成長の質、現場調査、研究開発の生産性、経営層の厚み。",
|
|
125
|
+
"ko": "성장의 질, 현장 조사, 연구개발 생산성, 경영진의 깊이.",
|
|
126
|
+
"zh": "成长质量、实地调研、研发生产率与管理层梯队。"
|
|
114
127
|
},
|
|
115
128
|
"identity": {
|
|
116
129
|
"en": "Fisher Lens; project-derived and not human reviewed",
|
|
130
|
+
"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。",
|
|
131
|
+
"ko": "Fisher Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
|
|
117
132
|
"zh": "费雪视角;项目派生、未经人工审定"
|
|
118
133
|
},
|
|
119
134
|
"method": {
|
|
120
135
|
"en": "Assess long-duration growth quality through multi-party scuttlebutt, research productivity, sales capability, management depth and reinvestment runway.",
|
|
121
|
-
"
|
|
136
|
+
"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。",
|
|
137
|
+
"ko": "여러 이해관계자에 대한 탐문, 연구개발 생산성, 영업 역량, 경영진의 깊이, 재투자 여력을 통해 장기 성장의 질을 평가한다.",
|
|
138
|
+
"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
139
|
}
|
|
123
140
|
},
|
|
124
141
|
"voice": {
|
|
@@ -16,7 +16,7 @@
|
|
|
16
16
|
],
|
|
17
17
|
"experiment_pass_count": 0,
|
|
18
18
|
"formula_approval_binding_count": 0,
|
|
19
|
-
"formula_compilation_manifest_hash": "sha256:
|
|
19
|
+
"formula_compilation_manifest_hash": "sha256:fc8afd469d9cafccccc4221622ccde5061167c538ab6472eecaaf65efce5461b",
|
|
20
20
|
"method_model_eligible": false,
|
|
21
21
|
"native_states": [
|
|
22
22
|
"provisional_insufficient_scuttlebutt",
|
|
@@ -26,8 +26,8 @@
|
|
|
26
26
|
],
|
|
27
27
|
"persona_id": "master_fisher",
|
|
28
28
|
"planned_tool_ids": [
|
|
29
|
-
"master_fisher.
|
|
30
|
-
"master_fisher.
|
|
29
|
+
"master_fisher.margin_retention",
|
|
30
|
+
"master_fisher.reinvestment_spread"
|
|
31
31
|
],
|
|
32
32
|
"production_eligible": false,
|
|
33
33
|
"review_status": "not_human_reviewed",
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"adjudication":{"notes":"No human review, no named-method attribution, no production effect.","reviewer_ids":[],"status":"pending"},"author":"AlphaCouncil project build specification","content_hash":"sha256:
|
|
1
|
+
{"adjudication":{"notes":"No human review, no named-method attribution, no production effect.","reviewer_ids":[],"status":"pending"},"author":"AlphaCouncil project build specification","content_hash":"sha256:957d572bac8ed8ad68b3ec93ac5a65e8da84c26c4f9197a63af33d477e4e8aef","grade":"E","known_at":"2026-07-27","locator":{"section":"master_fisher"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:4749a48ca36b9289e","source_kind":"derived_proxy","summary":"Project-authored provisional proxy used only to exercise the deterministic solo-test build; it is not source approval or method attribution.","supports":["solo_test_structure","deterministic_execution_only"],"title":"Provisional project-derived method hypothesis for master_fisher","url":"https://github.com/Zhao73/alphacouncil-agent/blob/main/data/persona-v3-build-specs.v1.mjs"}
|