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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  440. package/scripts/report-persona-corpus-gaps.mjs +4 -1
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  442. package/scripts/run-tests.mjs +23 -2
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  445. package/skills/alphacouncil-agent/SKILL.md +60 -9
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  477. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_lynch/provisional-derivations/category_classifier.derived-proxy-evidence.json +0 -64
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@@ -16,6 +16,9 @@
16
16
  ],
17
17
  "native_decision_schema": "india_growth_governance_v1",
18
18
  "optional_fact_types": [
19
+ "governance.insider_ownership",
20
+ "india.industry_penetration",
21
+ "governance.promoter_ownership",
19
22
  "governance.related_party_transactions",
20
23
  "financial.cash_conversion",
21
24
  "business.scaling_economics",
@@ -23,8 +26,9 @@
23
26
  "valuation.expected_return"
24
27
  ],
25
28
  "required_fact_types": [
26
- "governance.promoter_ownership",
27
- "india.industry_penetration"
29
+ "valuation.revenue_growth",
30
+ "macro.breakeven_inflation",
31
+ "accounting.cash_conversion"
28
32
  ]
29
33
  },
30
34
  "components": {
@@ -45,8 +49,8 @@
45
49
  "computation": {
46
50
  "dsl_version": "1.1",
47
51
  "pipeline": [
48
- "master_jhunjhunwala.promoter_governance",
49
- "master_jhunjhunwala.penetration_liquidity"
52
+ "master_jhunjhunwala.real_structural_growth",
53
+ "master_jhunjhunwala.cash_quality_gap"
50
54
  ]
51
55
  },
52
56
  "decision": {
@@ -54,8 +58,9 @@
54
58
  "common_projection": "common_stance_v1",
55
59
  "confidence_calibrator": null,
56
60
  "eligibility": [
57
- "governance.promoter_ownership",
58
- "india.industry_penetration"
61
+ "valuation.revenue_growth",
62
+ "macro.breakeven_inflation",
63
+ "accounting.cash_conversion"
59
64
  ],
60
65
  "hard_vetoes": [
61
66
  "master_jhunjhunwala.promoter_integrity",
@@ -78,11 +83,15 @@
78
83
  "maturity": "operator_lens",
79
84
  "operator_label": {
80
85
  "en": "Jhunjhunwala India Growth Lens Provisional Operator Lens",
86
+ "ja": "Jhunjhunwala India Growth Lens 暫定オペレーター・レンズ",
87
+ "ko": "Jhunjhunwala India Growth Lens 임시 오퍼레이터 렌즈",
81
88
  "zh": "Jhunjhunwala 印度结构成长视角临时操作视角"
82
89
  },
83
90
  "persona_id": "master_jhunjhunwala",
84
91
  "public_label": {
85
92
  "en": "Jhunjhunwala India Growth Lens Solo Test",
93
+ "ja": "Jhunjhunwala India Growth Lens 単独テスト",
94
+ "ko": "Jhunjhunwala India Growth Lens 단독 테스트",
86
95
  "zh": "Jhunjhunwala 印度结构成长视角单人测试"
87
96
  },
88
97
  "source_cutoff": "2026-07-27"
@@ -93,7 +102,7 @@
93
102
  "leak_rule": "public_at <= as_of AND memory_created_at <= as_of",
94
103
  "postmortem_horizon_days": 90
95
104
  },
96
- "pack_version": "0.9.2",
105
+ "pack_version": "0.9.4",
97
106
  "research": {
98
107
  "mandatory_disconfirming_queries": [
99
108
  "Reject on a reviewed material promoter-governance breach.",
@@ -110,16 +119,22 @@
110
119
  "schema_version": 3,
111
120
  "selection": {
112
121
  "best_for": {
113
- "en": "Testing deterministic behavior in india_equities, structural_penetration, promoter_governance, concentrated_growth",
114
- "zh": "用于测试确定性行为:india_equities、structural_penetration、promoter_governance、concentrated_growth"
122
+ "en": "Indian equities, structural penetration, promoter governance, and concentrated growth.",
123
+ "ja": "インド株、構造的な普及、支配株主のガバナンス、集中型成長投資。",
124
+ "ko": "인도 주식, 구조적 보급, 지배주주 거버넌스, 집중 성장 투자.",
125
+ "zh": "印度股票、结构性渗透、控股股东治理与集中成长投资。"
115
126
  },
116
127
  "identity": {
117
128
  "en": "Jhunjhunwala India Growth Lens; project-derived and not human reviewed",
129
+ "ja": "Jhunjhunwala India Growth Lens。プロジェクト派生で、方法帰属について人による審査を受けていない暫定オペレーター・レンズ。本人の発言や現在の見解ではない。",
130
+ "ko": "Jhunjhunwala India Growth Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
118
131
  "zh": "Jhunjhunwala 印度结构成长视角;项目派生、未经人工审定"
119
132
  },
120
133
  "method": {
121
134
  "en": "Evaluate Indian structural growth through promoter governance, cash quality, addressable penetration, scaling economics, valuation and liquidity.",
122
- "zh": "Evaluate Indian structural growth through promoter governance, cash quality, addressable penetration, scaling economics, valuation and liquidity."
135
+ "ja": "インドの構造成長を、支配株主・創業家のガバナンス、キャッシュの質、潜在市場への浸透、規模拡大の経済性、評価、流動性から検証する。",
136
+ "ko": "인도의 구조적 성장을 대주주·창업자 거버넌스, 현금의 질, 잠재 시장 침투율, 규모 확대의 경제성, 가치평가, 유동성을 통해 평가한다.",
137
+ "zh": "结合印度结构成长、promoter 治理、现金质量、规模扩张和流动性。"
123
138
  }
124
139
  },
125
140
  "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_governance",
@@ -26,8 +26,8 @@
26
26
  ],
27
27
  "persona_id": "master_jhunjhunwala",
28
28
  "planned_tool_ids": [
29
- "master_jhunjhunwala.promoter_governance",
30
- "master_jhunjhunwala.penetration_liquidity"
29
+ "master_jhunjhunwala.real_structural_growth",
30
+ "master_jhunjhunwala.cash_quality_gap"
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:f26d97b52d95851fdadc96c0527f9223c0aba9d1e8064e9e38de772d7917d96c","grade":"E","known_at":"2026-07-27","locator":{"section":"master_jhunjhunwala"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:766b9b96aa87f12da","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_jhunjhunwala","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":"sha256:8cd7f102ff1576e1967ec8b404916ed25cf0ce33e0cb270059dcd2ebba97e052","grade":"E","known_at":"2026-07-27","locator":{"section":"master_jhunjhunwala"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:766b9b96aa87f12da","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_jhunjhunwala","url":"https://github.com/Zhao73/alphacouncil-agent/blob/main/data/persona-v3-build-specs.v1.mjs"}
@@ -1,12 +1,22 @@
1
1
  [
2
2
  {
3
3
  "assurance_class": "provisional_derived_proxy",
4
- "derivation_evidence_hash": "sha256:a34e9d5dbabe64737a894da6a7362757e2f45d664806397bcc8fead300523fc4",
5
- "derivation_spec_hash": "sha256:f86405ec457cc0dbe86e3605b0b833a53e3ec960ef16f2606ce3487209acbe8c",
6
- "derivation_spec_id": "master_jhunjhunwala.promoter_governance.prototype_v1.derived_proxy_v1",
4
+ "derivation_evidence_hash": "sha256:717d22acdb9fbe995b7504340a8266e7cef34a545f9fc67367c1c3607cd82155",
5
+ "derivation_spec_hash": "sha256:033e0d68a8aaaa0b473fa7e9921bfcde73436697af03eeeac22395f0b1fe2fec",
6
+ "derivation_spec_id": "master_jhunjhunwala.real_structural_growth.prototype_v1.derived_proxy_v1",
7
7
  "dsl_version": "1.1",
8
- "id": "master_jhunjhunwala.promoter_governance",
8
+ "id": "master_jhunjhunwala.real_structural_growth",
9
9
  "input_contracts": [
10
+ {
11
+ "on_missing": "fail",
12
+ "period": {
13
+ "alignment": "as_of",
14
+ "basis": "duration",
15
+ "window": "ANY"
16
+ },
17
+ "unit": "decimal",
18
+ "value_kind": "ratio"
19
+ },
10
20
  {
11
21
  "on_missing": "fail",
12
22
  "period": {
@@ -14,45 +24,58 @@
14
24
  "basis": "instant",
15
25
  "window": null
16
26
  },
17
- "unit": "derived_proxy_scalar",
18
- "value_kind": "scalar"
27
+ "unit": "decimal",
28
+ "value_kind": "ratio"
19
29
  }
20
30
  ],
21
- "input_schema_hash": "sha256:ab01c4ca3d7b4db29180fa036503a2001119e98d8f73f5c923915386a71a8194",
31
+ "input_schema_hash": "sha256:70e1bb7046baddce72fcefece507487a78269214032e722714ed7a3fe3d96db6",
22
32
  "inputs": [
23
33
  {
24
- "fact_id": "governance.promoter_ownership"
34
+ "fact_id": "valuation.revenue_growth"
35
+ },
36
+ {
37
+ "fact_id": "macro.breakeven_inflation"
25
38
  }
26
39
  ],
27
40
  "intended_use": "local_test_only",
28
- "kind": "transform",
41
+ "kind": "recomputation",
29
42
  "on_missing": "fail",
30
- "operation": "identity",
31
- "output_id": "governance.promoter_ownership",
43
+ "operation": "subtract",
44
+ "output_id": "valuation.real_revenue_growth.master_jhunjhunwala",
32
45
  "output_period": {
33
46
  "alignment": "as_of",
34
47
  "basis": "instant",
35
48
  "window": null
36
49
  },
37
- "output_schema_hash": "sha256:7c6b8fa4565751c9ae5ed60203fffbb21ef7bd09cc76c2607b798452cc53f13f",
50
+ "output_schema_hash": "sha256:75358123014c254f42b70557547d6d213014f16216c0938adb0e96666c5a43cc",
38
51
  "production_eligible": false,
39
52
  "review_status": "not_human_reviewed",
40
53
  "schema_version": 1,
41
54
  "source_ids": [
42
55
  "proxy:766b9b96aa87f12da"
43
56
  ],
44
- "unit": "derived_proxy_scalar",
45
- "value_kind": "scalar",
46
- "version": "0.1.0"
57
+ "unit": "decimal",
58
+ "value_kind": "ratio",
59
+ "version": "0.2.0"
47
60
  },
48
61
  {
49
62
  "assurance_class": "provisional_derived_proxy",
50
- "derivation_evidence_hash": "sha256:5d8e4b6809b81c61455c6cdf62f58fc98ff5374b751dce9afa7dbfebbe765559",
51
- "derivation_spec_hash": "sha256:5c50cce924daa2fb7aa8b43422b786bd46eda531677178a16cc905d6174e36dc",
52
- "derivation_spec_id": "master_jhunjhunwala.penetration_liquidity.prototype_v1.derived_proxy_v1",
63
+ "derivation_evidence_hash": "sha256:5b4afb1d8102b48ae249f3fcb3c4f513baa118e51268836690e6023cef1a7da0",
64
+ "derivation_spec_hash": "sha256:9c63f0a133850afd359ed9dc015cc4a8fc360f20379bd6cab407f6f3b3e1fb81",
65
+ "derivation_spec_id": "master_jhunjhunwala.cash_quality_gap.prototype_v1.derived_proxy_v1",
53
66
  "dsl_version": "1.1",
54
- "id": "master_jhunjhunwala.penetration_liquidity",
67
+ "id": "master_jhunjhunwala.cash_quality_gap",
55
68
  "input_contracts": [
69
+ {
70
+ "on_missing": "fail",
71
+ "period": {
72
+ "alignment": "as_of",
73
+ "basis": "duration",
74
+ "window": "P5Y"
75
+ },
76
+ "unit": "multiple",
77
+ "value_kind": "ratio"
78
+ },
56
79
  {
57
80
  "on_missing": "fail",
58
81
  "period": {
@@ -64,31 +87,34 @@
64
87
  "value_kind": "scalar"
65
88
  }
66
89
  ],
67
- "input_schema_hash": "sha256:22f06517c1b26fd65bd323eb4bb5a8a1ef99d8d322b308f6627eaf8ebf2b2f99",
90
+ "input_schema_hash": "sha256:c8a2fd49460e82c6cf62913439ad19588a79e5e78236a3def9d7324f2d1dfef8",
68
91
  "inputs": [
69
92
  {
70
- "fact_id": "india.industry_penetration"
93
+ "fact_id": "accounting.cash_conversion"
94
+ },
95
+ {
96
+ "literal": 1
71
97
  }
72
98
  ],
73
99
  "intended_use": "local_test_only",
74
- "kind": "transform",
100
+ "kind": "recomputation",
75
101
  "on_missing": "fail",
76
- "operation": "identity",
77
- "output_id": "india.industry_penetration",
102
+ "operation": "subtract",
103
+ "output_id": "accounting.cash_conversion_gap.master_jhunjhunwala",
78
104
  "output_period": {
79
105
  "alignment": "as_of",
80
106
  "basis": "instant",
81
107
  "window": null
82
108
  },
83
- "output_schema_hash": "sha256:27d770c51a5d192ca43e9d261d7f7871695204025aeb68dd88fcaf92074d4d15",
109
+ "output_schema_hash": "sha256:d26f6420a596441a700846db30e592fde67bcb9a886c0a35df42eab268e3852d",
84
110
  "production_eligible": false,
85
111
  "review_status": "not_human_reviewed",
86
112
  "schema_version": 1,
87
113
  "source_ids": [
88
114
  "proxy:766b9b96aa87f12da"
89
115
  ],
90
- "unit": "derived_proxy_scalar",
91
- "value_kind": "scalar",
92
- "version": "0.1.0"
116
+ "unit": "multiple",
117
+ "value_kind": "ratio",
118
+ "version": "0.2.0"
93
119
  }
94
120
  ]
@@ -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.leverage"
11
+ }
12
+ },
13
+ "condition_id": "master_klarman.senior_claims_resolvable",
14
+ "on_false": {
15
+ "common_stance": "out_of_scope",
16
+ "native_state": "provisional_downside_unknown"
17
+ },
18
+ "on_uncomputable": {
19
+ "common_stance": "out_of_scope",
20
+ "native_state": "provisional_downside_unknown"
21
+ },
22
+ "source_ids": [
23
+ "proxy:da526f9405e598b38"
24
+ ]
25
+ }
26
+ ]
6
27
  },
7
28
  "fact_gate": {
8
29
  "on_missing_critical": {
@@ -10,21 +31,74 @@
10
31
  "native_state": "provisional_downside_unknown"
11
32
  }
12
33
  },
13
- "hard_vetoes": [],
34
+ "hard_vetoes": [
35
+ {
36
+ "condition": {
37
+ "left": {
38
+ "fact_id": "valuation.downside_asset_value"
39
+ },
40
+ "op": "lte",
41
+ "right": {
42
+ "literal": 0
43
+ }
44
+ },
45
+ "on_trigger": {
46
+ "common_stance": "out_of_scope",
47
+ "native_state": "provisional_downside_unknown"
48
+ },
49
+ "on_uncomputable": {
50
+ "action": "abstain",
51
+ "decision": {
52
+ "common_stance": "out_of_scope",
53
+ "native_state": "provisional_downside_unknown"
54
+ }
55
+ },
56
+ "source_ids": [
57
+ "proxy:da526f9405e598b38"
58
+ ],
59
+ "veto_id": "master_klarman.no_reconstructable_downside"
60
+ },
61
+ {
62
+ "condition": {
63
+ "left": {
64
+ "fact_id": "financial.interest_coverage"
65
+ },
66
+ "op": "lt",
67
+ "right": {
68
+ "literal": 1
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_downside_unknown"
80
+ }
81
+ },
82
+ "source_ids": [
83
+ "proxy:da526f9405e598b38"
84
+ ],
85
+ "veto_id": "master_klarman.senior_claims_consume_the_assets"
86
+ }
87
+ ],
14
88
  "native_decision_schema": "capital_preservation_v1",
15
89
  "native_output_fields": [
16
90
  {
17
91
  "field": "metric_1",
18
92
  "on_missing": "fail",
19
93
  "value": {
20
- "output_id": "valuation.downside_asset_value"
94
+ "output_id": "valuation.market_capitalisation.master_klarman"
21
95
  }
22
96
  },
23
97
  {
24
98
  "field": "metric_2",
25
99
  "on_missing": "fail",
26
100
  "value": {
27
- "output_id": "catalyst.path"
101
+ "output_id": "valuation.downside_asset_coverage.master_klarman"
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_absolute_return_candidate"
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 +143,33 @@
69
143
  {
70
144
  "condition": {
71
145
  "left": {
72
- "output_id": "valuation.downside_asset_value"
146
+ "output_id": "valuation.downside_asset_coverage.master_klarman"
147
+ },
148
+ "op": "gte",
149
+ "right": {
150
+ "literal": 1
151
+ }
152
+ },
153
+ "coverage_weight": 1,
154
+ "points": 1,
155
+ "rule_id": "klarman_price_at_or_below_downside_assets",
156
+ "source_ids": [
157
+ "proxy:da526f9405e598b38"
158
+ ]
159
+ },
160
+ {
161
+ "condition": {
162
+ "left": {
163
+ "output_id": "valuation.downside_asset_coverage.master_klarman"
73
164
  },
74
- "op": "gt",
165
+ "op": "gte",
75
166
  "right": {
76
- "literal": 0
167
+ "literal": 0.5
77
168
  }
78
169
  },
79
170
  "coverage_weight": 1,
80
171
  "points": 1,
81
- "rule_id": "proxy_score_1",
172
+ "rule_id": "klarman_downside_covers_half_the_price",
82
173
  "source_ids": [
83
174
  "proxy:da526f9405e598b38"
84
175
  ]
@@ -86,16 +177,16 @@
86
177
  {
87
178
  "condition": {
88
179
  "left": {
89
- "output_id": "catalyst.path"
180
+ "fact_id": "financial.leverage"
90
181
  },
91
- "op": "gt",
182
+ "op": "lte",
92
183
  "right": {
93
- "literal": 0
184
+ "literal": 1
94
185
  }
95
186
  },
96
187
  "coverage_weight": 1,
97
188
  "points": 1,
98
- "rule_id": "proxy_score_2",
189
+ "rule_id": "klarman_debt_leaves_the_common_a_claim",
99
190
  "source_ids": [
100
191
  "proxy:da526f9405e598b38"
101
192
  ]
@@ -1,6 +1,6 @@
1
1
  {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Seek absolute return with capital preservation through downside asset protection, cash optionality, catalysts and conservative recovery analysis.","rule_id":"proxy_rule_1","source_ids":["proxy:da526f9405e598b38"]}
2
- {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Rebuild downside asset recovery after all senior claims and costs.","rule_id":"proxy_rule_2","source_ids":["proxy:da526f9405e598b38"]}
3
- {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Compare catalyst-adjusted absolute return with the option value of cash.","rule_id":"proxy_rule_3","source_ids":["proxy:da526f9405e598b38"]}
2
+ {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"The downside asset value is an absolute currency amount and says nothing until it is set against what the whole company costs. Price times share count is that denominator, built the same way Buffett's and Graham's seats build it.","rule_id":"proxy_rule_2","source_ids":["proxy:da526f9405e598b38"]}
3
+ {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"How much conservatively assessed asset value each unit of purchase price is already backed by. Coverage of one means the price is fully covered by tangible assets net of debt, and the buyer is paying nothing for the forecast.","rule_id":"proxy_rule_3","source_ids":["proxy:da526f9405e598b38"]}
4
4
  {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Decline when the conservative downside cannot be reconstructed.","rule_id":"proxy_rule_4","source_ids":["proxy:da526f9405e598b38"]}
5
5
  {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject when a plausible scenario causes unbounded permanent capital loss.","rule_id":"proxy_rule_5","source_ids":["proxy:da526f9405e598b38"]}
6
6
  {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject when catalyst timing and liquidity cannot support an absolute-return position.","rule_id":"proxy_rule_6","source_ids":["proxy:da526f9405e598b38"]}
@@ -16,6 +16,8 @@
16
16
  ],
17
17
  "native_decision_schema": "capital_preservation_v1",
18
18
  "optional_fact_types": [
19
+ "financial.leverage",
20
+ "financial.interest_coverage",
19
21
  "distress.recovery_waterfall",
20
22
  "capital_structure.seniority",
21
23
  "catalyst.path",
@@ -24,6 +26,8 @@
24
26
  "risk.permanent_loss"
25
27
  ],
26
28
  "required_fact_types": [
29
+ "market.price",
30
+ "capital_allocation.share_count",
27
31
  "valuation.downside_asset_value"
28
32
  ]
29
33
  },
@@ -45,8 +49,8 @@
45
49
  "computation": {
46
50
  "dsl_version": "1.1",
47
51
  "pipeline": [
48
- "master_klarman.recovery_waterfall",
49
- "master_klarman.cash_catalyst_compare"
52
+ "master_klarman.market_capitalisation",
53
+ "master_klarman.downside_asset_coverage"
50
54
  ]
51
55
  },
52
56
  "decision": {
@@ -54,6 +58,8 @@
54
58
  "common_projection": "common_stance_v1",
55
59
  "confidence_calibrator": null,
56
60
  "eligibility": [
61
+ "market.price",
62
+ "capital_allocation.share_count",
57
63
  "valuation.downside_asset_value"
58
64
  ],
59
65
  "hard_vetoes": [
@@ -77,11 +83,15 @@
77
83
  "maturity": "operator_lens",
78
84
  "operator_label": {
79
85
  "en": "Klarman Lens Provisional Operator Lens",
86
+ "ja": "Klarman Lens 暫定オペレーター・レンズ",
87
+ "ko": "Klarman Lens 임시 오퍼레이터 렌즈",
80
88
  "zh": "克拉曼视角临时操作视角"
81
89
  },
82
90
  "persona_id": "master_klarman",
83
91
  "public_label": {
84
92
  "en": "Klarman Lens Solo Test",
93
+ "ja": "Klarman Lens 単独テスト",
94
+ "ko": "Klarman Lens 단독 테스트",
85
95
  "zh": "克拉曼视角单人测试"
86
96
  },
87
97
  "source_cutoff": "2026-07-27"
@@ -92,7 +102,7 @@
92
102
  "leak_rule": "public_at <= as_of AND memory_created_at <= as_of",
93
103
  "postmortem_horizon_days": 90
94
104
  },
95
- "pack_version": "0.9.2",
105
+ "pack_version": "0.9.4",
96
106
  "research": {
97
107
  "mandatory_disconfirming_queries": [
98
108
  "Decline when the conservative downside cannot be reconstructed.",
@@ -109,16 +119,22 @@
109
119
  "schema_version": 3,
110
120
  "selection": {
111
121
  "best_for": {
112
- "en": "Testing deterministic behavior in capital_preservation, distressed_value, complex_securities, catalyst_value",
113
- "zh": "用于测试确定性行为:capital_preservation、distressed_value、complex_securities、catalyst_value"
122
+ "en": "Capital preservation, distressed value, complex securities, and catalyst-driven value.",
123
+ "ja": "資本保全、ディストレスト・バリュー、複雑証券、カタリスト主導の価値。",
124
+ "ko": "자본 보전, 부실 자산 가치, 복합 증권, 촉매 중심 가치.",
125
+ "zh": "资本保全、困境价值、复杂证券与催化剂驱动价值。"
114
126
  },
115
127
  "identity": {
116
128
  "en": "Klarman Lens; project-derived and not human reviewed",
129
+ "ja": "Klarman 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。",
130
+ "ko": "Klarman Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
117
131
  "zh": "克拉曼视角;项目派生、未经人工审定"
118
132
  },
119
133
  "method": {
120
134
  "en": "Seek absolute return with capital preservation through downside asset protection, cash optionality, catalysts and conservative recovery analysis.",
121
- "zh": "Seek absolute return with capital preservation through downside asset protection, cash optionality, catalysts and conservative recovery analysis."
135
+ "ja": "下値を支える資産保護、現金の選択価値、カタリスト、保守的な回収分析を通じて、資本保全を伴う絶対収益を追求する。",
136
+ "ko": "하방을 지지하는 자산 보호, 현금의 선택권 가치, 촉매, 보수적인 회수 분석을 통해 자본 보전을 동반한 절대수익을 추구한다.",
137
+ "zh": "从现金期权、下行资产保护、催化剂和困境回收率评估绝对回报。"
122
138
  }
123
139
  },
124
140
  "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_downside_unknown",
@@ -26,8 +26,8 @@
26
26
  ],
27
27
  "persona_id": "master_klarman",
28
28
  "planned_tool_ids": [
29
- "master_klarman.recovery_waterfall",
30
- "master_klarman.cash_catalyst_compare"
29
+ "master_klarman.market_capitalisation",
30
+ "master_klarman.downside_asset_coverage"
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":"sha256:4285bdb4269e34174472c8bcb81c7ed9bc7eaffce374306314c3ef056c1aa861","grade":"E","known_at":"2026-07-27","locator":{"section":"master_klarman"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:da526f9405e598b38","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_klarman","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:b74ff972f1328273b65d02d0b7b8583146dbd51122fac4c8da6e6216931c8405","grade":"E","known_at":"2026-07-27","locator":{"section":"master_klarman"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:da526f9405e598b38","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_klarman","url":"https://github.com/Zhao73/alphacouncil-agent/blob/main/data/persona-v3-build-specs.v1.mjs"}