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
  198. package/knowledge/solo-test/masters/master_jhunjhunwala/manifest.json +25 -10
  199. package/knowledge/solo-test/masters/master_jhunjhunwala/provisional-index.json +3 -3
  200. package/knowledge/solo-test/masters/master_jhunjhunwala/sources.jsonl +1 -1
  201. package/knowledge/solo-test/masters/master_jhunjhunwala/tools.json +54 -28
  202. package/knowledge/solo-test/masters/master_klarman/decision_policy.json +105 -14
  203. package/knowledge/solo-test/masters/master_klarman/doctrine.jsonl +2 -2
  204. package/knowledge/solo-test/masters/master_klarman/manifest.json +22 -6
  205. package/knowledge/solo-test/masters/master_klarman/provisional-index.json +3 -3
  206. package/knowledge/solo-test/masters/master_klarman/sources.jsonl +1 -1
  207. package/knowledge/solo-test/masters/master_klarman/tools.json +55 -29
  208. package/knowledge/solo-test/masters/master_li_lu/decision_policy.json +101 -10
  209. package/knowledge/solo-test/masters/master_li_lu/doctrine.jsonl +2 -2
  210. package/knowledge/solo-test/masters/master_li_lu/manifest.json +27 -10
  211. package/knowledge/solo-test/masters/master_li_lu/provisional-index.json +3 -3
  212. package/knowledge/solo-test/masters/master_li_lu/sources.jsonl +1 -1
  213. package/knowledge/solo-test/masters/master_li_lu/tools.json +58 -32
  214. package/knowledge/solo-test/masters/master_lynch/decision_policy.json +127 -16
  215. package/knowledge/solo-test/masters/master_lynch/doctrine.jsonl +2 -2
  216. package/knowledge/solo-test/masters/master_lynch/manifest.json +28 -10
  217. package/knowledge/solo-test/masters/master_lynch/provisional-index.json +3 -3
  218. package/knowledge/solo-test/masters/master_lynch/sources.jsonl +1 -1
  219. package/knowledge/solo-test/masters/master_lynch/tools.json +67 -28
  220. package/knowledge/solo-test/masters/master_marks/decision_policy.json +71 -9
  221. package/knowledge/solo-test/masters/master_marks/doctrine.jsonl +2 -2
  222. package/knowledge/solo-test/masters/master_marks/manifest.json +25 -10
  223. package/knowledge/solo-test/masters/master_marks/provisional-index.json +3 -3
  224. package/knowledge/solo-test/masters/master_marks/sources.jsonl +1 -1
  225. package/knowledge/solo-test/masters/master_marks/tools.json +54 -28
  226. package/knowledge/solo-test/masters/master_munger/decision_policy.json +141 -16
  227. package/knowledge/solo-test/masters/master_munger/doctrine.jsonl +2 -2
  228. package/knowledge/solo-test/masters/master_munger/manifest.json +24 -10
  229. package/knowledge/solo-test/masters/master_munger/provisional-index.json +3 -3
  230. package/knowledge/solo-test/masters/master_munger/sources.jsonl +1 -1
  231. package/knowledge/solo-test/masters/master_munger/tools.json +52 -26
  232. package/knowledge/solo-test/masters/master_natenberg/decision_policy.json +59 -11
  233. package/knowledge/solo-test/masters/master_natenberg/doctrine.jsonl +2 -2
  234. package/knowledge/solo-test/masters/master_natenberg/manifest.json +23 -10
  235. package/knowledge/solo-test/masters/master_natenberg/provisional-index.json +3 -3
  236. package/knowledge/solo-test/masters/master_natenberg/sources.jsonl +1 -1
  237. package/knowledge/solo-test/masters/master_natenberg/tools.json +50 -24
  238. package/knowledge/solo-test/masters/master_pabrai/decision_policy.json +125 -14
  239. package/knowledge/solo-test/masters/master_pabrai/doctrine.jsonl +2 -2
  240. package/knowledge/solo-test/masters/master_pabrai/manifest.json +22 -6
  241. package/knowledge/solo-test/masters/master_pabrai/provisional-index.json +3 -3
  242. package/knowledge/solo-test/masters/master_pabrai/sources.jsonl +1 -1
  243. package/knowledge/solo-test/masters/master_pabrai/tools.json +55 -29
  244. package/knowledge/solo-test/masters/master_simons/decision_policy.json +59 -11
  245. package/knowledge/solo-test/masters/master_simons/doctrine.jsonl +2 -2
  246. package/knowledge/solo-test/masters/master_simons/manifest.json +22 -8
  247. package/knowledge/solo-test/masters/master_simons/provisional-index.json +3 -3
  248. package/knowledge/solo-test/masters/master_simons/sources.jsonl +1 -1
  249. package/knowledge/solo-test/masters/master_simons/tools.json +43 -30
  250. package/knowledge/solo-test/masters/master_sinclair/decision_policy.json +59 -11
  251. package/knowledge/solo-test/masters/master_sinclair/doctrine.jsonl +2 -2
  252. package/knowledge/solo-test/masters/master_sinclair/manifest.json +22 -10
  253. package/knowledge/solo-test/masters/master_sinclair/provisional-index.json +3 -3
  254. package/knowledge/solo-test/masters/master_sinclair/sources.jsonl +1 -1
  255. package/knowledge/solo-test/masters/master_sinclair/tools.json +54 -28
  256. package/knowledge/solo-test/masters/master_soros/decision_policy.json +98 -10
  257. package/knowledge/solo-test/masters/master_soros/doctrine.jsonl +2 -2
  258. package/knowledge/solo-test/masters/master_soros/manifest.json +24 -11
  259. package/knowledge/solo-test/masters/master_soros/provisional-index.json +3 -3
  260. package/knowledge/solo-test/masters/master_soros/sources.jsonl +1 -1
  261. package/knowledge/solo-test/masters/master_soros/tools.json +54 -28
  262. package/knowledge/solo-test/masters/master_taleb/decision_policy.json +124 -13
  263. package/knowledge/solo-test/masters/master_taleb/doctrine.jsonl +2 -2
  264. package/knowledge/solo-test/masters/master_taleb/manifest.json +23 -9
  265. package/knowledge/solo-test/masters/master_taleb/provisional-index.json +3 -3
  266. package/knowledge/solo-test/masters/master_taleb/sources.jsonl +1 -1
  267. package/knowledge/solo-test/masters/master_taleb/tools.json +50 -24
  268. package/knowledge/solo-test/masters/master_thorp/decision_policy.json +61 -13
  269. package/knowledge/solo-test/masters/master_thorp/doctrine.jsonl +2 -2
  270. package/knowledge/solo-test/masters/master_thorp/manifest.json +25 -10
  271. package/knowledge/solo-test/masters/master_thorp/provisional-index.json +3 -3
  272. package/knowledge/solo-test/masters/master_thorp/sources.jsonl +1 -1
  273. package/knowledge/solo-test/masters/master_thorp/tools.json +56 -30
  274. package/knowledge/solo-test/persona-v3-solo-test-formulas/compilation-manifest.json +290 -264
  275. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_ackman/components/tools.json +58 -32
  276. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_ackman/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
  277. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_ackman/provisional-derivations/owner_earnings_yield.derived-proxy-evidence.json +76 -0
  278. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_aschenbrenner/components/tools.json +58 -32
  279. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_aschenbrenner/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
  280. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_aschenbrenner/provisional-derivations/price_implied_cash_yield.derived-proxy-evidence.json +76 -0
  281. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_asness/components/tools.json +58 -32
  282. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_asness/provisional-derivations/nominal_earnings_yield_gap.derived-proxy-evidence.json +76 -0
  283. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_asness/provisional-derivations/real_earnings_yield_gap.derived-proxy-evidence.json +76 -0
  284. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_bogle/components/tools.json +120 -0
  285. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_bogle/provisional-derivations/expected_return_over_long_bond.derived-proxy-evidence.json +77 -0
  286. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_bogle/provisional-derivations/fundamental_expected_return.derived-proxy-evidence.json +76 -0
  287. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_buffett/components/tools.json +57 -31
  288. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_buffett/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
  289. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_buffett/provisional-derivations/owner_earnings_yield.derived-proxy-evidence.json +76 -0
  290. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_burry/components/tools.json +58 -32
  291. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_burry/provisional-derivations/net_current_asset_surplus_per_share.derived-proxy-evidence.json +77 -0
  292. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_burry/provisional-derivations/net_current_asset_value_per_share.derived-proxy-evidence.json +76 -0
  293. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_cathie_wood/components/tools.json +58 -32
  294. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_cathie_wood/provisional-derivations/current_cash_yield.derived-proxy-evidence.json +76 -0
  295. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_cathie_wood/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
  296. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_dalio/components/tools.json +58 -32
  297. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_dalio/provisional-derivations/policy_real_rate.derived-proxy-evidence.json +76 -0
  298. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_dalio/provisional-derivations/real_curve_slope.derived-proxy-evidence.json +76 -0
  299. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_damodaran/components/tools.json +56 -30
  300. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_damodaran/provisional-derivations/implied_equity_risk_premium.derived-proxy-evidence.json +76 -0
  301. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_damodaran/provisional-derivations/{reverse_valuation.derived-proxy-evidence.json → premium_versus_long_run_average.derived-proxy-evidence.json} +29 -16
  302. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_druckenmiller/components/tools.json +57 -31
  303. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_druckenmiller/provisional-derivations/liquidity_curve_impulse.derived-proxy-evidence.json +76 -0
  304. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_druckenmiller/provisional-derivations/policy_real_rate.derived-proxy-evidence.json +76 -0
  305. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_duan_yongping/components/tools.json +84 -32
  306. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_duan_yongping/provisional-derivations/five_year_opportunity_cost.derived-proxy-evidence.json +102 -0
  307. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_duan_yongping/provisional-derivations/margin_retention.derived-proxy-evidence.json +76 -0
  308. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_fisher/components/tools.json +60 -34
  309. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_fisher/provisional-derivations/margin_retention.derived-proxy-evidence.json +76 -0
  310. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_fisher/provisional-derivations/reinvestment_spread.derived-proxy-evidence.json +76 -0
  311. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_forensic_short/components/tools.json +55 -29
  312. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_forensic_short/provisional-derivations/{accounting_rebuilder.derived-proxy-evidence.json → cash_conversion_gap.derived-proxy-evidence.json} +28 -15
  313. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_forensic_short/provisional-derivations/cash_cover_of_leverage.derived-proxy-evidence.json +76 -0
  314. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_graham/components/tools.json +69 -30
  315. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_graham/provisional-derivations/defensive_hurdle_base.derived-proxy-evidence.json +89 -0
  316. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_graham/provisional-derivations/half_normalised_earnings_yield.derived-proxy-evidence.json +76 -0
  317. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_jhunjhunwala/components/tools.json +56 -30
  318. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_jhunjhunwala/provisional-derivations/cash_quality_gap.derived-proxy-evidence.json +76 -0
  319. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_jhunjhunwala/provisional-derivations/real_structural_growth.derived-proxy-evidence.json +76 -0
  320. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_klarman/components/tools.json +57 -31
  321. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_klarman/provisional-derivations/downside_asset_coverage.derived-proxy-evidence.json +76 -0
  322. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_klarman/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
  323. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_li_lu/components/tools.json +60 -34
  324. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_li_lu/provisional-derivations/cash_backed_decade_return.derived-proxy-evidence.json +76 -0
  325. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_li_lu/provisional-derivations/decade_return_over_long_bond.derived-proxy-evidence.json +76 -0
  326. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_lynch/components/tools.json +69 -30
  327. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_lynch/provisional-derivations/growth_justified_capitalisation.derived-proxy-evidence.json +89 -0
  328. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_lynch/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
  329. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_marks/components/tools.json +56 -30
  330. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_marks/provisional-derivations/credit_cycle_position.derived-proxy-evidence.json +76 -0
  331. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_marks/provisional-derivations/equity_over_corporate_debt.derived-proxy-evidence.json +76 -0
  332. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_munger/components/tools.json +54 -28
  333. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_munger/provisional-derivations/debt_service_cushion.derived-proxy-evidence.json +76 -0
  334. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_munger/provisional-derivations/reported_earnings_cash_gap.derived-proxy-evidence.json +76 -0
  335. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_natenberg/components/tools.json +52 -26
  336. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_natenberg/provisional-derivations/{surface_builder.derived-proxy-evidence.json → normalised_skew.derived-proxy-evidence.json} +27 -14
  337. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_natenberg/provisional-derivations/round_trip_cost.derived-proxy-evidence.json +76 -0
  338. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_pabrai/components/tools.json +57 -31
  339. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_pabrai/provisional-derivations/downside_floor_coverage.derived-proxy-evidence.json +76 -0
  340. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_pabrai/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
  341. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_simons/components/tools.json +45 -32
  342. package/knowledge/solo-test/persona-v3-solo-test-formulas/{master_natenberg/provisional-derivations/greeks_payoff.derived-proxy-evidence.json → master_simons/provisional-derivations/absolute_session_move.derived-proxy-evidence.json} +17 -17
  343. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_simons/provisional-derivations/session_move_over_implied.derived-proxy-evidence.json +77 -0
  344. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_sinclair/components/tools.json +56 -30
  345. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_sinclair/provisional-derivations/round_trip_cost.derived-proxy-evidence.json +76 -0
  346. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_sinclair/provisional-derivations/volatility_per_unit_of_width.derived-proxy-evidence.json +76 -0
  347. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_soros/components/tools.json +56 -30
  348. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_soros/provisional-derivations/credit_cycle_position.derived-proxy-evidence.json +76 -0
  349. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_soros/provisional-derivations/financing_burden.derived-proxy-evidence.json +76 -0
  350. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_taleb/components/tools.json +52 -26
  351. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_taleb/provisional-derivations/debt_service_cushion.derived-proxy-evidence.json +76 -0
  352. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_taleb/provisional-derivations/{tail_friction.derived-proxy-evidence.json → normalised_skew.derived-proxy-evidence.json} +27 -14
  353. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_thorp/components/tools.json +58 -32
  354. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_thorp/provisional-derivations/edge_per_unit_of_volatility.derived-proxy-evidence.json +77 -0
  355. package/knowledge/solo-test/persona-v3-solo-test-formulas/master_thorp/provisional-derivations/net_edge.derived-proxy-evidence.json +76 -0
  356. package/mcp/lib/breadth.mjs +122 -0
  357. package/mcp/lib/codex.mjs +3 -3
  358. package/mcp/lib/constants.mjs +76 -25
  359. package/mcp/lib/council-options.mjs +95 -40
  360. package/mcp/lib/council-selection.mjs +95 -9
  361. package/mcp/lib/damodaran.mjs +119 -0
  362. package/mcp/lib/fred.mjs +246 -0
  363. package/mcp/lib/fund-holdings-parsers.mjs +297 -0
  364. package/mcp/lib/fundamentals.mjs +801 -0
  365. package/mcp/lib/funds.mjs +750 -0
  366. package/mcp/lib/gates.mjs +149 -15
  367. package/mcp/lib/grounding.mjs +188 -36
  368. package/mcp/lib/index-aggregate.mjs +718 -0
  369. package/mcp/lib/insider-ownership.mjs +149 -0
  370. package/mcp/lib/instrument-facts.mjs +557 -0
  371. package/mcp/lib/instruments.mjs +191 -0
  372. package/mcp/lib/lang.mjs +109 -2
  373. package/mcp/lib/markdown.mjs +620 -138
  374. package/mcp/lib/master-catalog.mjs +32 -3
  375. package/mcp/lib/orchestrator.mjs +1121 -290
  376. package/mcp/lib/packets.mjs +227 -21
  377. package/mcp/lib/personas/engine.mjs +44 -31
  378. package/mcp/lib/personas-v3/compiler.mjs +2 -0
  379. package/mcp/lib/personas-v3/deterministic-executor.mjs +13 -2
  380. package/mcp/lib/personas-v3/ga-external-evidence.mjs +3 -2
  381. package/mcp/lib/personas-v3/ga-gate.mjs +2 -1
  382. package/mcp/lib/personas-v3/ga-package-evidence.mjs +5 -4
  383. package/mcp/lib/personas-v3/grounding-adapter.mjs +309 -2
  384. package/mcp/lib/personas-v3/loader.mjs +10 -7
  385. package/mcp/lib/personas-v3/production-root.mjs +5 -4
  386. package/mcp/lib/personas-v3/release-formula-evidence.mjs +14 -7
  387. package/mcp/lib/personas-v3/release-source-evidence.mjs +2 -1
  388. package/mcp/lib/personas-v3/releases.mjs +5 -4
  389. package/mcp/lib/personas-v3/runtime-release-integrity.mjs +6 -5
  390. package/mcp/lib/personas-v3/semantic-source-adjudication.mjs +2 -1
  391. package/mcp/lib/personas-v3/semantic-source-extraction.mjs +2 -1
  392. package/mcp/lib/personas-v3/semantic-source-skeptic-review.mjs +2 -1
  393. package/mcp/lib/personas-v3/source-acquisition.mjs +10 -3
  394. package/mcp/lib/personas-v3/source-review-operations.mjs +3 -2
  395. package/mcp/lib/personas-v3/staging.mjs +22 -3
  396. package/mcp/lib/prompts.mjs +119 -2
  397. package/mcp/lib/quotes.mjs +5 -0
  398. package/mcp/lib/rpc.mjs +101 -42
  399. package/mcp/lib/run-store.mjs +28 -3
  400. package/mcp/lib/sec.mjs +32 -0
  401. package/mcp/lib/tables.mjs +11 -0
  402. package/mcp/lib/voice.mjs +122 -0
  403. package/mcp/lib/xbrl-aggregates.mjs +153 -0
  404. package/mcp/lib/xbrl-series.mjs +339 -0
  405. package/mcp/lib/xlsx.mjs +155 -0
  406. package/package.json +5 -5
  407. package/personas/masters/masters-value/bogle.md +145 -0
  408. package/schemas/council-evaluation-protocol-v1.schema.json +2 -2
  409. package/schemas/persona-v3-ai-assisted-solo-profile-v1.schema.json +2 -2
  410. package/schemas/persona-v3-ai-machine-simulation-v1.schema.json +1 -1
  411. package/schemas/persona-v3-build-spec-v1.schema.json +3 -3
  412. package/schemas/persona-v3-release-formula-review-evidence-v1.schema.json +3 -3
  413. package/schemas/persona-v3-release-manifest-v1.schema.json +6 -6
  414. package/schemas/persona-v3-release-source-review-evidence-v1.schema.json +3 -3
  415. package/schemas/persona-v3-tool-graph-v1.schema.json +1 -1
  416. package/schemas/persona-v3.schema.json +37 -2
  417. package/schemas/source-review-batch-v1.schema.json +9 -9
  418. package/scripts/assemble-persona-v3-release.mjs +3 -2
  419. package/scripts/build-persona-v3-solo-test-packs.mjs +6 -8
  420. package/scripts/check-persona-v3-ga.mjs +1 -1
  421. package/scripts/check-persona-v3-production-candidates.mjs +1 -1
  422. package/scripts/compile-persona-v3-formulas.mjs +19 -18
  423. package/scripts/doctor.mjs +11 -9
  424. package/scripts/export-persona-source-review-batch.mjs +1 -1
  425. package/scripts/generate-persona-v3-drafts.mjs +2 -2
  426. package/scripts/lib/build-profile.mjs +24 -0
  427. package/scripts/lib/council-evaluation-protocol.mjs +7 -6
  428. package/scripts/lib/host-capabilities.mjs +2 -1
  429. package/scripts/lib/packaged-host-parity.mjs +63 -8
  430. package/scripts/lib/persona-v3-ai-assisted-solo-status.mjs +6 -4
  431. package/scripts/lib/persona-v3-ai-formula-review.mjs +6 -5
  432. package/scripts/lib/persona-v3-ai-machine-simulations.mjs +32 -4
  433. package/scripts/lib/persona-v3-build-specs.mjs +3 -2
  434. package/scripts/lib/persona-v3-draft-packs.mjs +2 -2
  435. package/scripts/lib/persona-v3-formula-pipeline.mjs +11 -10
  436. package/scripts/lib/persona-v3-production-candidates.mjs +10 -9
  437. package/scripts/lib/persona-v3-solo-formula-pipeline.mjs +182 -16
  438. package/scripts/lib/persona-v3-solo-test-packs.mjs +143 -16
  439. package/scripts/package-smoke.mjs +32 -12
  440. package/scripts/report-persona-corpus-gaps.mjs +4 -1
  441. package/scripts/review-persona-v3-solo-formulas.mjs +12 -8
  442. package/scripts/run-tests.mjs +23 -2
  443. package/scripts/scaffold-persona-v3-staging.mjs +1 -1
  444. package/skills/agent-skills-governance/SKILL.md +8 -2
  445. package/skills/alphacouncil-agent/SKILL.md +60 -9
  446. package/skills/public-equity-investing/SKILL.md +17 -0
  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
@@ -1,11 +1,11 @@
1
1
  [
2
2
  {
3
3
  "assurance_class": "provisional_derived_proxy",
4
- "derivation_evidence_hash": "sha256:de418868aa52986d83974fb4fef71fd43f74f7e78f9a3bced9a3148c96e41769",
5
- "derivation_spec_hash": "sha256:85f32673f7ac8a67766e38d7c57381907ff937ee49a98c9f63ae96f2c89a2816",
6
- "derivation_spec_id": "master_klarman.recovery_waterfall.prototype_v1.derived_proxy_v1",
4
+ "derivation_evidence_hash": "sha256:07d7686bd7ccc3295f969f7cbe23027f66e2a002ecaae1bd84c0bdd42681dcd4",
5
+ "derivation_spec_hash": "sha256:29fb1efb5c858358d7cc41f50682266168837488ef3d7bf62eb06f8afd1f2880",
6
+ "derivation_spec_id": "master_klarman.market_capitalisation.prototype_v1.derived_proxy_v1",
7
7
  "dsl_version": "1.1",
8
- "id": "master_klarman.recovery_waterfall",
8
+ "id": "master_klarman.market_capitalisation",
9
9
  "input_contracts": [
10
10
  {
11
11
  "on_missing": "fail",
@@ -14,44 +14,57 @@
14
14
  "basis": "instant",
15
15
  "window": null
16
16
  },
17
- "unit": "derived_proxy_scalar",
18
- "value_kind": "scalar"
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"
19
29
  }
20
30
  ],
21
- "input_schema_hash": "sha256:f16ad434db5cd1fd1b8bdaa1afa61784e5ce7e0cc093bc4e281b6070ec91ae69",
31
+ "input_schema_hash": "sha256:5bc9c03d2d93f259ac269327b521c239dd5b3f1063a20ff2fb287dbbe3eba09b",
22
32
  "inputs": [
23
33
  {
24
- "fact_id": "valuation.downside_asset_value"
34
+ "fact_id": "market.price"
35
+ },
36
+ {
37
+ "fact_id": "capital_allocation.share_count"
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": "valuation.downside_asset_value",
43
+ "operation": "multiply",
44
+ "output_id": "valuation.market_capitalisation.master_klarman",
32
45
  "output_period": {
33
46
  "alignment": "as_of",
34
47
  "basis": "instant",
35
48
  "window": null
36
49
  },
37
- "output_schema_hash": "sha256:8dabcdb3794a7396883df33646043f1472185f858e01b287ff56bf67eb54cc86",
50
+ "output_schema_hash": "sha256:b6719fd11a39cb58b47243d8badb5ba4688387beb045e626cedc13c0994cf92d",
38
51
  "production_eligible": false,
39
52
  "review_status": "not_human_reviewed",
40
53
  "schema_version": 1,
41
54
  "source_ids": [
42
55
  "proxy:da526f9405e598b38"
43
56
  ],
44
- "unit": "derived_proxy_scalar",
45
- "value_kind": "scalar",
46
- "version": "0.1.0"
57
+ "unit": "currency_units",
58
+ "value_kind": "monetary",
59
+ "version": "0.2.0"
47
60
  },
48
61
  {
49
62
  "assurance_class": "provisional_derived_proxy",
50
- "derivation_evidence_hash": "sha256:d9bc815aac9edee9a6cc1224f2c933806179682c406be44a18e809880ba0fa97",
51
- "derivation_spec_hash": "sha256:2bb21dec76ea432c1417dad3759c9a541d5cf69ffcda93a867fcd47bdbc8b4ff",
52
- "derivation_spec_id": "master_klarman.cash_catalyst_compare.prototype_v1.derived_proxy_v1",
63
+ "derivation_evidence_hash": "sha256:5ba94fac5800c2e7735529742e03972dca1a6a4aaf6f279e590f530d97458c0c",
64
+ "derivation_spec_hash": "sha256:be95e7b8f6c303cbf080c3f153400efb2dab0da2dad742131843dff542f6e6a9",
65
+ "derivation_spec_id": "master_klarman.downside_asset_coverage.prototype_v1.derived_proxy_v1",
53
66
  "dsl_version": "1.1",
54
- "id": "master_klarman.cash_catalyst_compare",
67
+ "id": "master_klarman.downside_asset_coverage",
55
68
  "input_contracts": [
56
69
  {
57
70
  "on_missing": "fail",
@@ -60,35 +73,48 @@
60
73
  "basis": "instant",
61
74
  "window": null
62
75
  },
63
- "unit": "derived_proxy_scalar",
64
- "value_kind": "scalar"
76
+ "unit": "currency_units",
77
+ "value_kind": "monetary"
78
+ },
79
+ {
80
+ "on_missing": "fail",
81
+ "period": {
82
+ "alignment": "as_of",
83
+ "basis": "instant",
84
+ "window": null
85
+ },
86
+ "unit": "currency_units",
87
+ "value_kind": "monetary"
65
88
  }
66
89
  ],
67
- "input_schema_hash": "sha256:07d65cb004c334fb15116157c0c2cac6bede3688045e79b3d15aaa66443621b2",
90
+ "input_schema_hash": "sha256:bd9993175d84c3b83682917399a24fcb7858ad6d2fe8f2daeb0512e99dcac354",
68
91
  "inputs": [
69
92
  {
70
93
  "fact_id": "valuation.downside_asset_value"
94
+ },
95
+ {
96
+ "output_id": "valuation.market_capitalisation.master_klarman"
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": "catalyst.path",
102
+ "operation": "divide",
103
+ "output_id": "valuation.downside_asset_coverage.master_klarman",
78
104
  "output_period": {
79
105
  "alignment": "as_of",
80
106
  "basis": "instant",
81
107
  "window": null
82
108
  },
83
- "output_schema_hash": "sha256:61c3cd763c927219f6c7fbe0d6fa0518f40fa99b2749eaf3214b95b9696adc3e",
109
+ "output_schema_hash": "sha256:320e2813dd6868c9c597d4b8943a6188d5a233786098fdb3363b9284027314fe",
84
110
  "production_eligible": false,
85
111
  "review_status": "not_human_reviewed",
86
112
  "schema_version": 1,
87
113
  "source_ids": [
88
114
  "proxy:da526f9405e598b38"
89
115
  ],
90
- "unit": "derived_proxy_scalar",
91
- "value_kind": "scalar",
92
- "version": "0.1.0"
116
+ "unit": "decimal",
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.gross_margin_5y"
11
+ }
12
+ },
13
+ "condition_id": "master_li_lu.durability_evidence_available",
14
+ "on_false": {
15
+ "common_stance": "out_of_scope",
16
+ "native_state": "provisional_do_not_understand"
17
+ },
18
+ "on_uncomputable": {
19
+ "common_stance": "out_of_scope",
20
+ "native_state": "provisional_do_not_understand"
21
+ },
22
+ "source_ids": [
23
+ "proxy:b135fb4d0f5d48929"
24
+ ]
25
+ }
26
+ ]
6
27
  },
7
28
  "fact_gate": {
8
29
  "on_missing_critical": {
@@ -10,21 +31,74 @@
10
31
  "native_state": "provisional_do_not_understand"
11
32
  }
12
33
  },
13
- "hard_vetoes": [],
34
+ "hard_vetoes": [
35
+ {
36
+ "condition": {
37
+ "left": {
38
+ "fact_id": "accounting.cash_conversion"
39
+ },
40
+ "op": "lt",
41
+ "right": {
42
+ "literal": 0.5
43
+ }
44
+ },
45
+ "on_trigger": {
46
+ "common_stance": "opposed",
47
+ "native_state": "provisional_integrity_reject"
48
+ },
49
+ "on_uncomputable": {
50
+ "action": "abstain",
51
+ "decision": {
52
+ "common_stance": "out_of_scope",
53
+ "native_state": "provisional_do_not_understand"
54
+ }
55
+ },
56
+ "source_ids": [
57
+ "proxy:b135fb4d0f5d48929"
58
+ ],
59
+ "veto_id": "master_li_lu.reported_return_is_not_cash"
60
+ },
61
+ {
62
+ "condition": {
63
+ "left": {
64
+ "fact_id": "valuation.revenue_growth"
65
+ },
66
+ "op": "lt",
67
+ "right": {
68
+ "literal": -0.05
69
+ }
70
+ },
71
+ "on_trigger": {
72
+ "common_stance": "out_of_scope",
73
+ "native_state": "provisional_do_not_understand"
74
+ },
75
+ "on_uncomputable": {
76
+ "action": "abstain",
77
+ "decision": {
78
+ "common_stance": "out_of_scope",
79
+ "native_state": "provisional_do_not_understand"
80
+ }
81
+ },
82
+ "source_ids": [
83
+ "proxy:b135fb4d0f5d48929"
84
+ ],
85
+ "veto_id": "master_li_lu.decline_not_a_cycle"
86
+ }
87
+ ],
14
88
  "native_decision_schema": "ten_year_certainty_decision_v1",
15
89
  "native_output_fields": [
16
90
  {
17
91
  "field": "metric_1",
18
92
  "on_missing": "fail",
19
93
  "value": {
20
- "output_id": "management.promise_record"
94
+ "output_id": "valuation.decade_return_over_long_bond.master_li_lu"
21
95
  }
22
96
  },
23
97
  {
24
98
  "field": "metric_2",
25
99
  "on_missing": "fail",
26
100
  "value": {
27
- "output_id": "business.ten_year_durability"
101
+ "output_id": "valuation.cash_backed_decade_return.master_li_lu"
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_owner"
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",
@@ -69,7 +143,7 @@
69
143
  {
70
144
  "condition": {
71
145
  "left": {
72
- "output_id": "management.promise_record"
146
+ "output_id": "valuation.decade_return_over_long_bond.master_li_lu"
73
147
  },
74
148
  "op": "gt",
75
149
  "right": {
@@ -78,7 +152,7 @@
78
152
  },
79
153
  "coverage_weight": 1,
80
154
  "points": 1,
81
- "rule_id": "proxy_score_1",
155
+ "rule_id": "li_lu_decade_return_beats_the_long_bond",
82
156
  "source_ids": [
83
157
  "proxy:b135fb4d0f5d48929"
84
158
  ]
@@ -86,16 +160,33 @@
86
160
  {
87
161
  "condition": {
88
162
  "left": {
89
- "output_id": "business.ten_year_durability"
163
+ "output_id": "valuation.cash_backed_decade_return.master_li_lu"
90
164
  },
91
165
  "op": "gt",
166
+ "right": {
167
+ "fact_id": "financial.return_on_equity_10y"
168
+ }
169
+ },
170
+ "coverage_weight": 1,
171
+ "points": 1,
172
+ "rule_id": "li_lu_decade_return_survives_restatement_in_cash",
173
+ "source_ids": [
174
+ "proxy:b135fb4d0f5d48929"
175
+ ]
176
+ },
177
+ {
178
+ "condition": {
179
+ "left": {
180
+ "fact_id": "capital_allocation.share_count_change_5y"
181
+ },
182
+ "op": "lte",
92
183
  "right": {
93
184
  "literal": 0
94
185
  }
95
186
  },
96
187
  "coverage_weight": 1,
97
188
  "points": 1,
98
- "rule_id": "proxy_score_2",
189
+ "rule_id": "li_lu_owner_slice_not_diluted",
99
190
  "source_ids": [
100
191
  "proxy:b135fb4d0f5d48929"
101
192
  ]
@@ -1,6 +1,6 @@
1
1
  {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Judge ten-year business certainty, management integrity, structural social value, permanent-loss risk and price-implied long-run return.","rule_id":"proxy_rule_1","source_ids":["proxy:b135fb4d0f5d48929"]}
2
- {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Compare dated management commitments with later public outcomes.","rule_id":"proxy_rule_2","source_ids":["proxy:b135fb4d0f5d48929"]}
3
- {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Translate durable economics and price into a conditional long-run return range.","rule_id":"proxy_rule_3","source_ids":["proxy:b135fb4d0f5d48929"]}
2
+ {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"The ten-year return bridge in its simplest form. Over a holding period that long the owner's return converges on what the business earns on its own capital, so the comparison that matters is against what a government bond paid for taking no business risk at all.","rule_id":"proxy_rule_2","source_ids":["proxy:b135fb4d0f5d48929"]}
3
+ {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"The decade's return on equity restated in cash. A return on equity that the cash flow statement does not support is a return the owner never receives, and ten years is long enough that the difference compounds into the whole answer.","rule_id":"proxy_rule_3","source_ids":["proxy:b135fb4d0f5d48929"]}
4
4
  {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject only after human adjudication of a material management integrity breach.","rule_id":"proxy_rule_4","source_ids":["proxy:b135fb4d0f5d48929"]}
5
5
  {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject a low price when the reviewed industry path is structural decline rather than a cycle.","rule_id":"proxy_rule_5","source_ids":["proxy:b135fb4d0f5d48929"]}
6
6
  {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Decline when the business depends on a technology or policy path the pack cannot assess.","rule_id":"proxy_rule_6","source_ids":["proxy:b135fb4d0f5d48929"]}
@@ -16,14 +16,20 @@
16
16
  ],
17
17
  "native_decision_schema": "ten_year_certainty_decision_v1",
18
18
  "optional_fact_types": [
19
+ "financial.gross_margin_5y",
20
+ "valuation.revenue_growth",
21
+ "capital_allocation.share_count_change_5y",
22
+ "business.ten_year_durability",
19
23
  "industry.structural_direction",
24
+ "management.promise_record",
20
25
  "governance.integrity_events",
21
26
  "capital_allocation.history",
22
27
  "valuation.long_run_return"
23
28
  ],
24
29
  "required_fact_types": [
25
- "management.promise_record",
26
- "business.ten_year_durability"
30
+ "financial.return_on_equity_10y",
31
+ "macro.long_bond_yield",
32
+ "accounting.cash_conversion"
27
33
  ]
28
34
  },
29
35
  "components": {
@@ -44,8 +50,8 @@
44
50
  "computation": {
45
51
  "dsl_version": "1.1",
46
52
  "pipeline": [
47
- "master_li_lu.promise_integrity_ledger",
48
- "master_li_lu.ten_year_return_bridge"
53
+ "master_li_lu.decade_return_over_long_bond",
54
+ "master_li_lu.cash_backed_decade_return"
49
55
  ]
50
56
  },
51
57
  "decision": {
@@ -53,8 +59,9 @@
53
59
  "common_projection": "common_stance_v1",
54
60
  "confidence_calibrator": null,
55
61
  "eligibility": [
56
- "management.promise_record",
57
- "business.ten_year_durability"
62
+ "financial.return_on_equity_10y",
63
+ "macro.long_bond_yield",
64
+ "accounting.cash_conversion"
58
65
  ],
59
66
  "hard_vetoes": [
60
67
  "master_li_lu.integrity_breach",
@@ -77,11 +84,15 @@
77
84
  "maturity": "operator_lens",
78
85
  "operator_label": {
79
86
  "en": "Li Lu Lens Provisional Operator Lens",
87
+ "ja": "Li Lu Lens 暫定オペレーター・レンズ",
88
+ "ko": "Li Lu Lens 임시 오퍼레이터 렌즈",
80
89
  "zh": "李录视角临时操作视角"
81
90
  },
82
91
  "persona_id": "master_li_lu",
83
92
  "public_label": {
84
93
  "en": "Li Lu Lens Solo Test",
94
+ "ja": "Li Lu Lens 単独テスト",
95
+ "ko": "Li Lu Lens 단독 테스트",
85
96
  "zh": "李录视角单人测试"
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
  "Reject only after human adjudication of a material management integrity breach.",
@@ -109,16 +120,22 @@
109
120
  "schema_version": 3,
110
121
  "selection": {
111
122
  "best_for": {
112
- "en": "Testing deterministic behavior in long_duration_quality, management_integrity, structural_growth, capital_preservation",
113
- "zh": "用于测试确定性行为:long_duration_quality、management_integrity、structural_growth、capital_preservation"
123
+ "en": "Long-duration quality, management integrity, structural growth, and capital preservation.",
124
+ "ja": "長期持続する質、経営陣の誠実性、構造的成長、資本保全。",
125
+ "ko": "장기 지속 품질, 경영진의 정직성, 구조적 성장, 자본 보전.",
126
+ "zh": "长期质量、管理层诚信、结构性成长与资本保全。"
114
127
  },
115
128
  "identity": {
116
129
  "en": "Li Lu Lens; project-derived and not human reviewed",
130
+ "ja": "Li Lu 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": "Li Lu Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
117
132
  "zh": "李录视角;项目派生、未经人工审定"
118
133
  },
119
134
  "method": {
120
135
  "en": "Judge ten-year business certainty, management integrity, structural social value, permanent-loss risk and price-implied long-run return.",
121
- "zh": "Judge ten-year business certainty, management integrity, structural social value, permanent-loss risk and price-implied long-run return."
136
+ "ja": "10年間の事業確度、経営陣の誠実性、社会における構造的価値、永久損失リスク、価格に織り込まれた長期リターンを評価する。",
137
+ "ko": "10년 동안의 사업 확실성, 경영진의 정직성, 사회적 구조 가치, 영구 손실 위험, 가격에 내재된 장기 수익률을 평가한다.",
138
+ "zh": "关注十年确定性、管理层诚信、文明趋势和永久损失。"
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_do_not_understand",
@@ -26,8 +26,8 @@
26
26
  ],
27
27
  "persona_id": "master_li_lu",
28
28
  "planned_tool_ids": [
29
- "master_li_lu.promise_integrity_ledger",
30
- "master_li_lu.ten_year_return_bridge"
29
+ "master_li_lu.decade_return_over_long_bond",
30
+ "master_li_lu.cash_backed_decade_return"
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:b08243e9682effe37f1bb7061742d6dbab858b0d75a1ce18bd587efc4f67d570","grade":"E","known_at":"2026-07-27","locator":{"section":"master_li_lu"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:b135fb4d0f5d48929","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_li_lu","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":"sha256:481192013601f57bcedca56c388e5ccfea42b06c85f96e1f612d2c95ff2ace87","grade":"E","known_at":"2026-07-27","locator":{"section":"master_li_lu"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:b135fb4d0f5d48929","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_li_lu","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:a772ba094aa0fbddf2f4676f25b0e68beca1a5c6711df5420883b98212c80172",
5
- "derivation_spec_hash": "sha256:86171a2c937dee1593df6104a8614714ed984a2b523134ce1612a3aa81002a3a",
6
- "derivation_spec_id": "master_li_lu.promise_integrity_ledger.prototype_v1.derived_proxy_v1",
4
+ "derivation_evidence_hash": "sha256:2f980e196503aca214c459ea65bb1b72b709c186a0a57a3422224390d45ec3bb",
5
+ "derivation_spec_hash": "sha256:7e1f29a8fc40460086e1c01082c7b8e55358640d59e317d3f6ce4f215515b561",
6
+ "derivation_spec_id": "master_li_lu.decade_return_over_long_bond.prototype_v1.derived_proxy_v1",
7
7
  "dsl_version": "1.1",
8
- "id": "master_li_lu.promise_integrity_ledger",
8
+ "id": "master_li_lu.decade_return_over_long_bond",
9
9
  "input_contracts": [
10
+ {
11
+ "on_missing": "fail",
12
+ "period": {
13
+ "alignment": "as_of",
14
+ "basis": "duration",
15
+ "window": "P10Y"
16
+ },
17
+ "unit": "decimal",
18
+ "value_kind": "ratio"
19
+ },
10
20
  {
11
21
  "on_missing": "fail",
12
22
  "period": {
@@ -14,81 +24,97 @@
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": "sha256:923bf3aef8edb4a0323f99f0482e72eeeff2e539350b01ea49b3aaabe0aa05dc",
31
+ "input_schema_hash": "sha256:0912ea0b7d7fbf2660eb589f50152e3a9347a54e289efe8979418e95f24ddf56",
22
32
  "inputs": [
23
33
  {
24
- "fact_id": "management.promise_record"
34
+ "fact_id": "financial.return_on_equity_10y"
35
+ },
36
+ {
37
+ "fact_id": "macro.long_bond_yield"
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": "management.promise_record",
43
+ "operation": "subtract",
44
+ "output_id": "valuation.decade_return_over_long_bond.master_li_lu",
32
45
  "output_period": {
33
46
  "alignment": "as_of",
34
47
  "basis": "instant",
35
48
  "window": null
36
49
  },
37
- "output_schema_hash": "sha256:7cf825865d7f832a94bd2a7083c5975beee9bd00bfa1906bc9d24e7b4a3faec1",
50
+ "output_schema_hash": "sha256:a16bf20168b6a58d497ce028eb11ee132e0fa7817f286c3afbb92b847611357d",
38
51
  "production_eligible": false,
39
52
  "review_status": "not_human_reviewed",
40
53
  "schema_version": 1,
41
54
  "source_ids": [
42
55
  "proxy:b135fb4d0f5d48929"
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:a4ee7b39b716052d982e2363fc9f9622e4bf5eb1111fa642c6c6fa58df7f69f7",
51
- "derivation_spec_hash": "sha256:1c34350653b851ae614535df491bf3931f16b0adebdb00b0162fd170e821973a",
52
- "derivation_spec_id": "master_li_lu.ten_year_return_bridge.prototype_v1.derived_proxy_v1",
63
+ "derivation_evidence_hash": "sha256:b1111e2930fc3df25a55e268b8650bf31af6cfe237919cf60371fa5e149e7a39",
64
+ "derivation_spec_hash": "sha256:ca2e43c99672fda3cc77eb9e50ffb602ab08c4ce220455ff85c76db25bd02d40",
65
+ "derivation_spec_id": "master_li_lu.cash_backed_decade_return.prototype_v1.derived_proxy_v1",
53
66
  "dsl_version": "1.1",
54
- "id": "master_li_lu.ten_year_return_bridge",
67
+ "id": "master_li_lu.cash_backed_decade_return",
55
68
  "input_contracts": [
56
69
  {
57
70
  "on_missing": "fail",
58
71
  "period": {
59
72
  "alignment": "as_of",
60
- "basis": "instant",
61
- "window": null
73
+ "basis": "duration",
74
+ "window": "P10Y"
62
75
  },
63
- "unit": "derived_proxy_scalar",
64
- "value_kind": "scalar"
76
+ "unit": "decimal",
77
+ "value_kind": "ratio"
78
+ },
79
+ {
80
+ "on_missing": "fail",
81
+ "period": {
82
+ "alignment": "as_of",
83
+ "basis": "duration",
84
+ "window": "P5Y"
85
+ },
86
+ "unit": "multiple",
87
+ "value_kind": "ratio"
65
88
  }
66
89
  ],
67
- "input_schema_hash": "sha256:f1660b4655c15de4f11705fd7b935316732d8dc061fcafaf63117f73316355b7",
90
+ "input_schema_hash": "sha256:8a5b7efee5db38ec5030710900637e49802b43be7a73eded2fe9fc3152614fab",
68
91
  "inputs": [
69
92
  {
70
- "fact_id": "business.ten_year_durability"
93
+ "fact_id": "financial.return_on_equity_10y"
94
+ },
95
+ {
96
+ "fact_id": "accounting.cash_conversion"
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": "business.ten_year_durability",
102
+ "operation": "multiply",
103
+ "output_id": "valuation.cash_backed_decade_return.master_li_lu",
78
104
  "output_period": {
79
105
  "alignment": "as_of",
80
106
  "basis": "instant",
81
107
  "window": null
82
108
  },
83
- "output_schema_hash": "sha256:785dc3a831ae7131b32cd1f6843a2bdb051ad8837890784dca0a448328df0b05",
109
+ "output_schema_hash": "sha256:a230c8aee2bdc5fb1f6fa8f54f9275ff0f61566104c9ad712c25421726748b07",
84
110
  "production_eligible": false,
85
111
  "review_status": "not_human_reviewed",
86
112
  "schema_version": 1,
87
113
  "source_ids": [
88
114
  "proxy:b135fb4d0f5d48929"
89
115
  ],
90
- "unit": "derived_proxy_scalar",
91
- "value_kind": "scalar",
92
- "version": "0.1.0"
116
+ "unit": "decimal",
117
+ "value_kind": "ratio",
118
+ "version": "0.2.0"
93
119
  }
94
120
  ]