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.
Files changed (493) hide show
  1. package/.claude/commands/alpha.md +22 -3
  2. package/.claude-plugin/marketplace.json +3 -3
  3. package/.claude-plugin/plugin.json +2 -2
  4. package/.codex-plugin/plugin.json +4 -4
  5. package/.grok/commands/alpha.md +22 -3
  6. package/.opencode/command/alpha.md +22 -3
  7. package/AGENTS.md +42 -4
  8. package/CHANGELOG.md +164 -0
  9. package/CLAUDE.md +59 -7
  10. package/README.ja.md +25 -11
  11. package/README.md +44 -12
  12. package/README.zh-CN.md +37 -12
  13. package/commands/alpha.md +22 -3
  14. package/data/authored/core-seats.mjs +808 -0
  15. package/data/authored/growth-seats.mjs +581 -0
  16. package/data/authored/index.mjs +114 -0
  17. package/data/authored/quant-seats.mjs +564 -0
  18. package/data/authored/value-seats.mjs +663 -0
  19. package/data/build-profile.v1.json +2 -1
  20. package/data/council-evaluation-protocol.v1.json +7 -4
  21. package/data/master-selector-method-locales.v1.mjs +296 -0
  22. package/data/persona-v3-ai-assisted-solo-profile.v1.json +2 -2
  23. package/data/persona-v3-build-specs.v1.mjs +60 -3
  24. package/docs/INSTALL.md +43 -6
  25. package/docs/personas.md +2 -1
  26. package/docs/plans/v1.0-roadmap.md +487 -0
  27. package/docs/releases/v0.9.3.md +86 -0
  28. package/docs/releases/v0.9.4.md +79 -0
  29. package/docs/releases/v0.9.5.md +96 -0
  30. package/docs/releases/v1.0.0.md +164 -0
  31. package/docs/report-contract.md +75 -2
  32. package/knowledge/ai-assisted-solo/experiments/runs/a.json +13 -13
  33. package/knowledge/ai-assisted-solo/experiments/runs/b.json +2 -2
  34. package/knowledge/ai-assisted-solo/experiments/runs/c.json +2 -2
  35. package/knowledge/ai-assisted-solo/experiments/runs/d13.json +126 -126
  36. package/knowledge/ai-assisted-solo/experiments/runs/d26.json +274 -254
  37. package/knowledge/ai-assisted-solo/experiments/runs/e-d13.json +129 -129
  38. package/knowledge/ai-assisted-solo/experiments/runs/e-d26.json +277 -257
  39. package/knowledge/ai-assisted-solo/experiments/runs/h_ai_reference.json +278 -258
  40. package/knowledge/ai-assisted-solo/experiments/simulation-input.json +7278 -556
  41. package/knowledge/ai-assisted-solo/experiments/simulation-manifest.json +22 -22
  42. 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
  43. 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
  44. 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
  45. 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
  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
  47. 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
  48. package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_bogle/reviews/expected_return_over_long_bond.ai-review.json +277 -0
  49. package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_bogle/reviews/fundamental_expected_return.ai-review.json +277 -0
  50. 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
  51. 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
  52. 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
  53. 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
  54. 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
  55. 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
  56. 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
  57. 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
  58. 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
  59. 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
  60. 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
  61. 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
  62. 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
  63. 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
  64. 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
  65. 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
  66. 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
  67. 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
  68. 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
  69. 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
  70. 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
  71. 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
  72. 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
  73. 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
  74. 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
  75. 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
  76. 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
  77. 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
  78. 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
  79. 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
  80. 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
  81. 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
  82. 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
  83. 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
  84. 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
  85. 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
  86. 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
  87. 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
  88. 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
  89. 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
  90. 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
  91. 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
  92. 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
  93. 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
  94. 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
  95. 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
  96. package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/review-manifest.json +288 -270
  97. package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/index.json +2 -2
  98. package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-extractions/index.json +2 -2
  99. package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-skeptic-reviews/index.json +2 -2
  100. package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-source-prereviews/index.json +6 -2
  101. package/knowledge/solo-test/masters/master_ackman/decision_policy.json +122 -11
  102. package/knowledge/solo-test/masters/master_ackman/doctrine.jsonl +2 -2
  103. package/knowledge/solo-test/masters/master_ackman/manifest.json +27 -10
  104. package/knowledge/solo-test/masters/master_ackman/provisional-index.json +3 -3
  105. package/knowledge/solo-test/masters/master_ackman/sources.jsonl +1 -1
  106. package/knowledge/solo-test/masters/master_ackman/tools.json +56 -30
  107. package/knowledge/solo-test/masters/master_aschenbrenner/decision_policy.json +101 -10
  108. package/knowledge/solo-test/masters/master_aschenbrenner/doctrine.jsonl +2 -2
  109. package/knowledge/solo-test/masters/master_aschenbrenner/manifest.json +26 -8
  110. package/knowledge/solo-test/masters/master_aschenbrenner/provisional-index.json +3 -3
  111. package/knowledge/solo-test/masters/master_aschenbrenner/sources.jsonl +1 -1
  112. package/knowledge/solo-test/masters/master_aschenbrenner/tools.json +56 -30
  113. package/knowledge/solo-test/masters/master_asness/decision_policy.json +89 -10
  114. package/knowledge/solo-test/masters/master_asness/doctrine.jsonl +2 -2
  115. package/knowledge/solo-test/masters/master_asness/manifest.json +25 -8
  116. package/knowledge/solo-test/masters/master_asness/provisional-index.json +3 -3
  117. package/knowledge/solo-test/masters/master_asness/sources.jsonl +1 -1
  118. package/knowledge/solo-test/masters/master_asness/tools.json +56 -30
  119. package/knowledge/solo-test/masters/master_bogle/counterfactuals.jsonl +0 -0
  120. package/knowledge/solo-test/masters/master_bogle/decision_cases.jsonl +0 -0
  121. package/knowledge/solo-test/masters/master_bogle/decision_policy.json +170 -0
  122. package/knowledge/solo-test/masters/master_bogle/doctrine.jsonl +14 -0
  123. package/knowledge/solo-test/masters/master_bogle/evaluation/calibration_cases.jsonl +0 -0
  124. package/knowledge/solo-test/masters/master_bogle/evaluation/experiments.json +5 -0
  125. package/knowledge/solo-test/masters/master_bogle/evaluation/golden_cases.jsonl +0 -0
  126. package/knowledge/solo-test/masters/master_bogle/evaluation/pairwise_cases.jsonl +0 -0
  127. package/knowledge/solo-test/masters/master_bogle/failures.jsonl +0 -0
  128. package/knowledge/solo-test/masters/master_bogle/manifest.json +141 -0
  129. package/knowledge/solo-test/masters/master_bogle/memory_policy.json +5 -0
  130. package/knowledge/solo-test/masters/master_bogle/provisional-index.json +41 -0
  131. package/knowledge/solo-test/masters/master_bogle/research_policy.json +11 -0
  132. package/knowledge/solo-test/masters/master_bogle/sources.jsonl +1 -0
  133. package/knowledge/solo-test/masters/master_bogle/tools.json +120 -0
  134. package/knowledge/solo-test/masters/master_bogle/voice.en.md +7 -0
  135. package/knowledge/solo-test/masters/master_bogle/voice.zh.md +7 -0
  136. package/knowledge/solo-test/masters/master_buffett/decision_policy.json +102 -11
  137. package/knowledge/solo-test/masters/master_buffett/doctrine.jsonl +2 -2
  138. package/knowledge/solo-test/masters/master_buffett/manifest.json +24 -8
  139. package/knowledge/solo-test/masters/master_buffett/provisional-index.json +3 -3
  140. package/knowledge/solo-test/masters/master_buffett/sources.jsonl +1 -1
  141. package/knowledge/solo-test/masters/master_buffett/tools.json +55 -29
  142. package/knowledge/solo-test/masters/master_burry/decision_policy.json +102 -12
  143. package/knowledge/solo-test/masters/master_burry/doctrine.jsonl +2 -2
  144. package/knowledge/solo-test/masters/master_burry/manifest.json +26 -10
  145. package/knowledge/solo-test/masters/master_burry/provisional-index.json +3 -3
  146. package/knowledge/solo-test/masters/master_burry/sources.jsonl +1 -1
  147. package/knowledge/solo-test/masters/master_burry/tools.json +56 -30
  148. package/knowledge/solo-test/masters/master_cathie_wood/decision_policy.json +74 -12
  149. package/knowledge/solo-test/masters/master_cathie_wood/doctrine.jsonl +2 -2
  150. package/knowledge/solo-test/masters/master_cathie_wood/manifest.json +26 -10
  151. package/knowledge/solo-test/masters/master_cathie_wood/provisional-index.json +3 -3
  152. package/knowledge/solo-test/masters/master_cathie_wood/sources.jsonl +1 -1
  153. package/knowledge/solo-test/masters/master_cathie_wood/tools.json +56 -30
  154. package/knowledge/solo-test/masters/master_dalio/decision_policy.json +123 -16
  155. package/knowledge/solo-test/masters/master_dalio/doctrine.jsonl +2 -2
  156. package/knowledge/solo-test/masters/master_dalio/manifest.json +24 -8
  157. package/knowledge/solo-test/masters/master_dalio/provisional-index.json +3 -3
  158. package/knowledge/solo-test/masters/master_dalio/sources.jsonl +1 -1
  159. package/knowledge/solo-test/masters/master_dalio/tools.json +56 -30
  160. package/knowledge/solo-test/masters/master_damodaran/decision_policy.json +58 -10
  161. package/knowledge/solo-test/masters/master_damodaran/doctrine.jsonl +2 -2
  162. package/knowledge/solo-test/masters/master_damodaran/manifest.json +23 -8
  163. package/knowledge/solo-test/masters/master_damodaran/provisional-index.json +3 -3
  164. package/knowledge/solo-test/masters/master_damodaran/sources.jsonl +1 -1
  165. package/knowledge/solo-test/masters/master_damodaran/tools.json +54 -28
  166. package/knowledge/solo-test/masters/master_druckenmiller/decision_policy.json +89 -10
  167. package/knowledge/solo-test/masters/master_druckenmiller/doctrine.jsonl +2 -2
  168. package/knowledge/solo-test/masters/master_druckenmiller/manifest.json +25 -8
  169. package/knowledge/solo-test/masters/master_druckenmiller/provisional-index.json +3 -3
  170. package/knowledge/solo-test/masters/master_druckenmiller/sources.jsonl +1 -1
  171. package/knowledge/solo-test/masters/master_druckenmiller/tools.json +55 -29
  172. package/knowledge/solo-test/masters/master_duan_yongping/decision_policy.json +138 -13
  173. package/knowledge/solo-test/masters/master_duan_yongping/doctrine.jsonl +2 -2
  174. package/knowledge/solo-test/masters/master_duan_yongping/manifest.json +31 -11
  175. package/knowledge/solo-test/masters/master_duan_yongping/provisional-index.json +3 -3
  176. package/knowledge/solo-test/masters/master_duan_yongping/sources.jsonl +1 -1
  177. package/knowledge/solo-test/masters/master_duan_yongping/tools.json +82 -30
  178. package/knowledge/solo-test/masters/master_fisher/decision_policy.json +102 -11
  179. package/knowledge/solo-test/masters/master_fisher/doctrine.jsonl +2 -2
  180. package/knowledge/solo-test/masters/master_fisher/manifest.json +27 -10
  181. package/knowledge/solo-test/masters/master_fisher/provisional-index.json +3 -3
  182. package/knowledge/solo-test/masters/master_fisher/sources.jsonl +1 -1
  183. package/knowledge/solo-test/masters/master_fisher/tools.json +58 -32
  184. package/knowledge/solo-test/masters/master_forensic_short/decision_policy.json +93 -14
  185. package/knowledge/solo-test/masters/master_forensic_short/doctrine.jsonl +2 -2
  186. package/knowledge/solo-test/masters/master_forensic_short/manifest.json +20 -8
  187. package/knowledge/solo-test/masters/master_forensic_short/provisional-index.json +3 -3
  188. package/knowledge/solo-test/masters/master_forensic_short/sources.jsonl +1 -1
  189. package/knowledge/solo-test/masters/master_forensic_short/tools.json +53 -27
  190. package/knowledge/solo-test/masters/master_graham/decision_policy.json +103 -12
  191. package/knowledge/solo-test/masters/master_graham/doctrine.jsonl +2 -2
  192. package/knowledge/solo-test/masters/master_graham/manifest.json +26 -8
  193. package/knowledge/solo-test/masters/master_graham/provisional-index.json +3 -3
  194. package/knowledge/solo-test/masters/master_graham/sources.jsonl +1 -1
  195. package/knowledge/solo-test/masters/master_graham/tools.json +67 -28
  196. package/knowledge/solo-test/masters/master_jhunjhunwala/decision_policy.json +77 -12
  197. package/knowledge/solo-test/masters/master_jhunjhunwala/doctrine.jsonl +2 -2
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  445. package/skills/alphacouncil-agent/SKILL.md +60 -9
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  447. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_ackman/provisional-derivations/change_value_bridge.derived-proxy-evidence.json +0 -64
  448. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_ackman/provisional-derivations/power_map.derived-proxy-evidence.json +0 -64
  449. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_aschenbrenner/provisional-derivations/compute_power_bridge.derived-proxy-evidence.json +0 -64
  450. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_aschenbrenner/provisional-derivations/timeline_reverse_valuation.derived-proxy-evidence.json +0 -64
  451. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_asness/provisional-derivations/crowding_cost_stress.derived-proxy-evidence.json +0 -64
  452. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_asness/provisional-derivations/factor_decomposer.derived-proxy-evidence.json +0 -64
  453. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_buffett/provisional-derivations/incremental_returns.derived-proxy-evidence.json +0 -64
  454. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_buffett/provisional-derivations/owner_earnings_rebuilder.derived-proxy-evidence.json +0 -64
  455. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_burry/provisional-derivations/capital_structure_reader.derived-proxy-evidence.json +0 -64
  456. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_burry/provisional-derivations/mispricing_carry.derived-proxy-evidence.json +0 -64
  457. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_cathie_wood/provisional-derivations/capture_valuation_bridge.derived-proxy-evidence.json +0 -64
  458. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_cathie_wood/provisional-derivations/cost_adoption_curve.derived-proxy-evidence.json +0 -64
  459. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_dalio/provisional-derivations/debt_driver_stress.derived-proxy-evidence.json +0 -64
  460. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_dalio/provisional-derivations/regime_classifier.derived-proxy-evidence.json +0 -64
  461. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_damodaran/provisional-derivations/story_dcf.derived-proxy-evidence.json +0 -64
  462. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_druckenmiller/provisional-derivations/inflection_payoff.derived-proxy-evidence.json +0 -64
  463. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_druckenmiller/provisional-derivations/liquidity_revision_map.derived-proxy-evidence.json +0 -64
  464. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_duan_yongping/provisional-derivations/opportunity_cost.derived-proxy-evidence.json +0 -64
  465. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_duan_yongping/provisional-derivations/user_value_evidence.derived-proxy-evidence.json +0 -64
  466. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_fisher/provisional-derivations/research_productivity.derived-proxy-evidence.json +0 -64
  467. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_fisher/provisional-derivations/scuttlebutt_graph.derived-proxy-evidence.json +0 -64
  468. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_forensic_short/provisional-derivations/borrow_catalyst.derived-proxy-evidence.json +0 -64
  469. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_graham/provisional-derivations/asset_floor.derived-proxy-evidence.json +0 -64
  470. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_graham/provisional-derivations/normalized_earnings.derived-proxy-evidence.json +0 -64
  471. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_jhunjhunwala/provisional-derivations/penetration_liquidity.derived-proxy-evidence.json +0 -64
  472. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_jhunjhunwala/provisional-derivations/promoter_governance.derived-proxy-evidence.json +0 -64
  473. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_klarman/provisional-derivations/cash_catalyst_compare.derived-proxy-evidence.json +0 -64
  474. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_klarman/provisional-derivations/recovery_waterfall.derived-proxy-evidence.json +0 -64
  475. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_li_lu/provisional-derivations/promise_integrity_ledger.derived-proxy-evidence.json +0 -64
  476. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_li_lu/provisional-derivations/ten_year_return_bridge.derived-proxy-evidence.json +0 -64
  477. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_lynch/provisional-derivations/category_classifier.derived-proxy-evidence.json +0 -64
  478. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_lynch/provisional-derivations/story_numbers_check.derived-proxy-evidence.json +0 -64
  479. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_marks/provisional-derivations/cycle_temperature.derived-proxy-evidence.json +0 -64
  480. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_marks/provisional-derivations/implied_expectations.derived-proxy-evidence.json +0 -64
  481. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_munger/provisional-derivations/failure_path_graph.derived-proxy-evidence.json +0 -64
  482. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_munger/provisional-derivations/incentive_map.derived-proxy-evidence.json +0 -64
  483. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_pabrai/provisional-derivations/discrete_payoff.derived-proxy-evidence.json +0 -64
  484. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_pabrai/provisional-derivations/downside_floor.derived-proxy-evidence.json +0 -64
  485. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_simons/provisional-derivations/leakage_audit.derived-proxy-evidence.json +0 -64
  486. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_simons/provisional-derivations/oos_cost_test.derived-proxy-evidence.json +0 -64
  487. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_sinclair/provisional-derivations/net_edge_sizer.derived-proxy-evidence.json +0 -64
  488. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_sinclair/provisional-derivations/realized_vol_forecast.derived-proxy-evidence.json +0 -64
  489. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_soros/provisional-derivations/reflexivity_graph.derived-proxy-evidence.json +0 -64
  490. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_soros/provisional-derivations/reversal_monitor.derived-proxy-evidence.json +0 -64
  491. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_taleb/provisional-derivations/payoff_ruin.derived-proxy-evidence.json +0 -64
  492. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_thorp/provisional-derivations/edge_recalculator.derived-proxy-evidence.json +0 -64
  493. 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":"Triangulate public product, retention, complaint and channel evidence without private data.","rule_id":"proxy_rule_2","source_ids":["proxy:ee321ec9753f71e3e"]}
3
- {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Compare expected owner return with a frozen incumbent or cash alternative.","rule_id":"proxy_rule_3","source_ids":["proxy:ee321ec9753f71e3e"]}
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
- "product.user_value",
26
- "portfolio.opportunity_cost"
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.user_value_evidence",
48
- "master_duan_yongping.opportunity_cost"
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
- "product.user_value",
57
- "portfolio.opportunity_cost"
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": "0.9.2",
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": "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"
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
- "zh": "Evaluate a simple business model through user value, corporate culture, management integrity, long-run economics and opportunity cost."
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": "sha256:7265b10a67bd0437af02572176793ef0b8529e48437edc5a2e0b1b1b9fbe73d0",
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.user_value_evidence",
30
- "master_duan_yongping.opportunity_cost"
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":"sha256:9708ccfa6f2e4d40d810cfd92ca141495eaa87195b2ed6855ca0af126ed308a4","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
+ {"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:a1554485568c47e65b087a6d0850aa3614d107d66b27df5819a7e1f48cdbdfc4",
5
- "derivation_spec_hash": "sha256:5522e8dbaf58f1459668cf7bb184df52639844b7a63bde6163883d64fc613347",
6
- "derivation_spec_id": "master_duan_yongping.user_value_evidence.prototype_v1.derived_proxy_v1",
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.user_value_evidence",
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:fec80c5df7991f4ac8c2f712da0ae454f6c3d0384af8d3b7693b61805273ee43",
51
+ "input_schema_hash": "sha256:f7a9dde26fc09a0bb0286719a92a4ea9150be86a504160c25125841e60135d3c",
22
52
  "inputs": [
23
53
  {
24
- "fact_id": "product.user_value"
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": "transform",
67
+ "kind": "recomputation",
29
68
  "on_missing": "fail",
30
- "operation": "identity",
31
- "output_id": "product.user_value",
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": "sha256:22f4a1a7ae13dad340621073efa94b9201a97df16f3811aca96023e9c7756cc8",
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": "derived_proxy_scalar",
45
- "value_kind": "scalar",
46
- "version": "0.1.0"
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": "sha256:9202803f0451a837f7a86a4f9124afd25a507527c93987b3c71c02efec557bdb",
51
- "derivation_spec_hash": "sha256:7c6b3984bb186610286338003ebebd5f6434b3c17de74476134386393761bb0c",
52
- "derivation_spec_id": "master_duan_yongping.opportunity_cost.prototype_v1.derived_proxy_v1",
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.opportunity_cost",
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": "instant",
61
- "window": null
99
+ "basis": "duration",
100
+ "window": "P5Y"
62
101
  },
63
- "unit": "derived_proxy_scalar",
64
- "value_kind": "scalar"
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:b5c8ecf34085afcd44f33165b7387895f0002f8a6576ef7a72df0d190ec8ff78",
116
+ "input_schema_hash": "sha256:ca2f1bcf84bbcdc247c59ad7990ce18bca5a6ca3adcd85c29dd3f3700e30e1a6",
68
117
  "inputs": [
69
118
  {
70
- "fact_id": "portfolio.opportunity_cost"
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": "transform",
126
+ "kind": "recomputation",
75
127
  "on_missing": "fail",
76
- "operation": "identity",
77
- "output_id": "portfolio.opportunity_cost",
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": "sha256:1014f1daeb3234f93ce6cdb59b37d344c007aac18703ec1c23db28f51fab3f92",
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": "derived_proxy_scalar",
91
- "value_kind": "scalar",
92
- "version": "0.1.0"
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": "scuttlebutt.source_independence"
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": "research.productivity"
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": "cautious",
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": 2,
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
- "output_id": "scuttlebutt.source_independence"
146
+ "fact_id": "financial.incremental_return_on_capital"
73
147
  },
74
148
  "op": "gt",
75
149
  "right": {
76
- "literal": 0
150
+ "fact_id": "financial.return_on_equity_10y"
77
151
  }
78
152
  },
79
153
  "coverage_weight": 1,
80
154
  "points": 1,
81
- "rule_id": "proxy_score_1",
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": "research.productivity"
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": "proxy_score_2",
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":"Triangulate dated public customer, supplier, competitor and employee evidence.","rule_id":"proxy_rule_2","source_ids":["proxy:4749a48ca36b9289e"]}
3
- {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Relate research investment and product cadence to economic returns.","rule_id":"proxy_rule_3","source_ids":["proxy:4749a48ca36b9289e"]}
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
- "customer.retention",
26
- "research.productivity"
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.scuttlebutt_graph",
48
- "master_fisher.research_productivity"
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
- "customer.retention",
57
- "research.productivity"
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": "0.9.2",
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": "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"
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
- "zh": "Assess long-duration growth quality through multi-party scuttlebutt, research productivity, sales capability, management depth and reinvestment runway."
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": "sha256:7265b10a67bd0437af02572176793ef0b8529e48437edc5a2e0b1b1b9fbe73d0",
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.scuttlebutt_graph",
30
- "master_fisher.research_productivity"
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":"sha256:3a0dc7280433e7b8e93afe4a00a45f1b18e23875176a11f360681aa510b2c9e1","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"}
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"}