alphacouncil-agent 0.9.2 → 1.0.0

package/knowledge/solo-test/masters/master_sinclair/tools.json

@@ -1,12 +1,22 @@
 [
   {
     "assurance_class": "provisional_derived_proxy",
-    "derivation_evidence_hash": "sha256:f8a2ee7c530df23accb2fb0e32b3363ff4c68bc7007067f30d1e1df8feb1dedd",
-    "derivation_spec_hash": "sha256:558efafa60f9b72c2ea79aeffb32743b48230dd5924599b046456e0e963ddfc2",
-    "derivation_spec_id": "master_sinclair.realized_vol_forecast.prototype_v1.derived_proxy_v1",
+    "derivation_evidence_hash": "sha256:bf22afceb8cd2cd9840b9fea051c44223ee1b573443dda4d826de33e6452e501",
+    "derivation_spec_hash": "sha256:645d6091c32770f85e96adb310e16629f337efa27eec16a9840abaf655a129fb",
+    "derivation_spec_id": "master_sinclair.round_trip_cost.prototype_v1.derived_proxy_v1",
     "dsl_version": "1.1",
-    "id": "master_sinclair.realized_vol_forecast",
+    "id": "master_sinclair.round_trip_cost",
     "input_contracts": [
+      {
+        "on_missing": "fail",
+        "period": {
+          "alignment": "as_of",
+          "basis": "instant",
+          "window": null
+        },
+        "unit": "decimal_of_mid",
+        "value_kind": "ratio"
+      },
       {
         "on_missing": "fail",
         "period": {
@@ -18,40 +28,43 @@
         "value_kind": "scalar"
       }
     ],
-    "input_schema_hash": "sha256:977559b77d8fa79a8194bb719fcd69fc43d0b6557a56455e684c407288771cfe",
+    "input_schema_hash": "sha256:9fac954824ec28d6dbb97952cbea141bfd880fa4b42617e86ee96af19bb178bd",
     "inputs": [
       {
-        "fact_id": "options.realized_volatility_forecast"
+        "fact_id": "execution.bid_ask"
+      },
+      {
+        "literal": 2
       }
     ],
     "intended_use": "local_test_only",
-    "kind": "transform",
+    "kind": "recomputation",
     "on_missing": "fail",
-    "operation": "identity",
-    "output_id": "options.realized_volatility_forecast",
+    "operation": "multiply",
+    "output_id": "execution.round_trip_cost.master_sinclair",
     "output_period": {
       "alignment": "as_of",
       "basis": "instant",
       "window": null
     },
-    "output_schema_hash": "sha256:16c9f0263e905904f2de3860f916faacf37bf6784b67f8ce4b3c9dfbf9412267",
+    "output_schema_hash": "sha256:6db53424fe5526a9c817c351ce13aef6cdf71992985108fdc26bbf20604a0774",
     "production_eligible": false,
     "review_status": "not_human_reviewed",
     "schema_version": 1,
     "source_ids": [
       "proxy:514255b4bf1696d6c"
     ],
-    "unit": "derived_proxy_scalar",
-    "value_kind": "scalar",
-    "version": "0.1.0"
+    "unit": "decimal_of_mid",
+    "value_kind": "ratio",
+    "version": "0.2.0"
   },
   {
     "assurance_class": "provisional_derived_proxy",
-    "derivation_evidence_hash": "sha256:884472efc8f7084a194d8ccd27e6ba1f3ad8614971345710cd770726efe9a298",
-    "derivation_spec_hash": "sha256:88cc60fd1c935e6af428349e3bfcff3fa10a290c39dfcce8c60484e58bcb28e4",
-    "derivation_spec_id": "master_sinclair.net_edge_sizer.prototype_v1.derived_proxy_v1",
+    "derivation_evidence_hash": "sha256:971a22cf35c7762c3629d47043ea56edfcff60cbeb9cec4972a1a43813e64184",
+    "derivation_spec_hash": "sha256:acf25eee17029d2a8cc91703827343290ee84c4d38436b977c1d4f60311f19ac",
+    "derivation_spec_id": "master_sinclair.volatility_per_unit_of_width.prototype_v1.derived_proxy_v1",
     "dsl_version": "1.1",
-    "id": "master_sinclair.net_edge_sizer",
+    "id": "master_sinclair.volatility_per_unit_of_width",
     "input_contracts": [
       {
         "on_missing": "fail",
@@ -60,35 +73,48 @@
           "basis": "instant",
           "window": null
         },
-        "unit": "derived_proxy_scalar",
-        "value_kind": "scalar"
+        "unit": "decimal_annualized_volatility",
+        "value_kind": "ratio"
+      },
+      {
+        "on_missing": "fail",
+        "period": {
+          "alignment": "as_of",
+          "basis": "instant",
+          "window": null
+        },
+        "unit": "decimal_of_mid",
+        "value_kind": "ratio"
       }
     ],
-    "input_schema_hash": "sha256:9756176392b8fd7daf941debd9690edd25b18fdaffcda20208d2df8011f0b56a",
+    "input_schema_hash": "sha256:c7a6e0bd84df5307084957ba17fc82ba2262f7eddc482255423de193b0d57609",
     "inputs": [
       {
-        "fact_id": "options.realized_volatility_forecast"
+        "fact_id": "options.implied_volatility"
+      },
+      {
+        "fact_id": "execution.bid_ask"
       }
     ],
     "intended_use": "local_test_only",
-    "kind": "transform",
+    "kind": "recomputation",
     "on_missing": "fail",
-    "operation": "identity",
-    "output_id": "options.volatility_risk_premium",
+    "operation": "divide",
+    "output_id": "options.volatility_per_unit_of_width.master_sinclair",
     "output_period": {
       "alignment": "as_of",
       "basis": "instant",
       "window": null
     },
-    "output_schema_hash": "sha256:89648263dde3aa5676c4dfc11fcf8e6309f2ffd61d13e30bd9995ec77d07139c",
+    "output_schema_hash": "sha256:a7fa8065e62c920a11989e093b070b6ed38eb8de81655e0ce0faa48b288dd1c3",
     "production_eligible": false,
     "review_status": "not_human_reviewed",
     "schema_version": 1,
     "source_ids": [
       "proxy:514255b4bf1696d6c"
     ],
-    "unit": "derived_proxy_scalar",
-    "value_kind": "scalar",
-    "version": "0.1.0"
+    "unit": "multiple",
+    "value_kind": "ratio",
+    "version": "0.2.0"
   }
 ]

package/knowledge/solo-test/masters/master_soros/decision_policy.json

@@ -2,7 +2,28 @@
   "abstention_policy": "fail_closed",
   "dsl_version": "1.1",
   "eligibility": {
-    "all": []
+    "all": [
+      {
+        "condition": {
+          "op": "exists",
+          "value": {
+            "fact_id": "market.change_pct"
+          }
+        },
+        "condition_id": "master_soros.price_leg_observable",
+        "on_false": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_no_loop"
+        },
+        "on_uncomputable": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_no_loop"
+        },
+        "source_ids": [
+          "proxy:efa4c7a15523b575e"
+        ]
+      }
+    ]
   },
   "fact_gate": {
     "on_missing_critical": {
@@ -10,21 +31,88 @@
       "native_state": "provisional_no_loop"
     }
   },
-  "hard_vetoes": [],
+  "hard_vetoes": [
+    {
+      "condition": {
+        "left": {
+          "output_id": "reflexivity.financing_burden.master_soros"
+        },
+        "op": "lte",
+        "right": {
+          "literal": 0
+        }
+      },
+      "on_trigger": {
+        "common_stance": "out_of_scope",
+        "native_state": "provisional_no_loop"
+      },
+      "on_uncomputable": {
+        "action": "abstain",
+        "decision": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_no_loop"
+        }
+      },
+      "source_ids": [
+        "proxy:efa4c7a15523b575e"
+      ],
+      "veto_id": "master_soros.no_reflexive_link"
+    },
+    {
+      "condition": {
+        "conditions": [
+          {
+            "left": {
+              "fact_id": "market.change_pct"
+            },
+            "op": "gt",
+            "right": {
+              "literal": 0
+            }
+          },
+          {
+            "left": {
+              "output_id": "macro.credit_spread_gap.master_soros"
+            },
+            "op": "gt",
+            "right": {
+              "literal": 0
+            }
+          }
+        ],
+        "op": "all"
+      },
+      "on_trigger": {
+        "common_stance": "opposed",
+        "native_state": "provisional_broken"
+      },
+      "on_uncomputable": {
+        "action": "abstain",
+        "decision": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_no_loop"
+        }
+      },
+      "source_ids": [
+        "proxy:efa4c7a15523b575e"
+      ],
+      "veto_id": "master_soros.price_outruns_its_financing"
+    }
+  ],
   "native_decision_schema": "reflexive_loop_v1",
   "native_output_fields": [
     {
       "field": "metric_1",
       "on_missing": "fail",
       "value": {
-        "output_id": "reflexivity.loop_state"
+        "output_id": "macro.credit_spread_gap.master_soros"
       }
     },
     {
       "field": "metric_2",
       "on_missing": "fail",
       "value": {
-        "output_id": "reflexivity.break_signals"
+        "output_id": "reflexivity.financing_burden.master_soros"
       }
     }
   ],
@@ -52,7 +140,7 @@
     },
     {
       "decision": {
-        "common_stance": "cautious",
+        "common_stance": "constructive",
         "native_state": "provisional_reinforcing"
       },
       "min_ratio": 1
@@ -69,7 +157,7 @@
       {
         "condition": {
           "left": {
-            "output_id": "reflexivity.loop_state"
+            "fact_id": "market.change_pct"
           },
           "op": "gt",
           "right": {
@@ -78,7 +166,7 @@
         },
         "coverage_weight": 1,
         "points": 1,
-        "rule_id": "proxy_score_1",
+        "rule_id": "soros_price_leg_rising",
         "source_ids": [
           "proxy:efa4c7a15523b575e"
         ]
@@ -86,16 +174,16 @@
       {
         "condition": {
           "left": {
-            "output_id": "reflexivity.break_signals"
+            "output_id": "macro.credit_spread_gap.master_soros"
           },
-          "op": "gt",
+          "op": "lt",
           "right": {
             "literal": 0
           }
         },
         "coverage_weight": 1,
         "points": 1,
-        "rule_id": "proxy_score_2",
+        "rule_id": "soros_financing_leg_permissive",
         "source_ids": [
           "proxy:efa4c7a15523b575e"
         ]

package/knowledge/solo-test/masters/master_soros/doctrine.jsonl

@@ -1,6 +1,6 @@
 {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Map reflexive feedback among price, financing, fundamentals, policy and participant beliefs, then identify the observable break condition.","rule_id":"proxy_rule_1","source_ids":["proxy:efa4c7a15523b575e"]}
-{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Build a dated causal graph linking prices, credit, behavior and fundamentals.","rule_id":"proxy_rule_2","source_ids":["proxy:efa4c7a15523b575e"]}
-{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Score observable breaks in the reinforcing loop without inventing probabilities.","rule_id":"proxy_rule_3","source_ids":["proxy:efa4c7a15523b575e"]}
+{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"The financing leg, measured against its own long-run average rather than in the abstract. What matters to a reflexive process is not the level of the spread but whether credit is currently easier or harder than usual, because that is what changes what borrowers are able to do.","rule_id":"proxy_rule_2","source_ids":["proxy:efa4c7a15523b575e"]}
+{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"How hard the credit leg can push on this particular borrower: debt per unit of equity multiplied by the risk premium charged on it. An unlevered business is insulated from the financing channel, and reflexivity with no channel is a story about price rather than a loop.","rule_id":"proxy_rule_3","source_ids":["proxy:efa4c7a15523b575e"]}
 {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject a reflexivity thesis that cannot show feedback from price to fundamentals.","rule_id":"proxy_rule_4","source_ids":["proxy:efa4c7a15523b575e"]}
 {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject a position that cannot survive before the loop is expected to break.","rule_id":"proxy_rule_5","source_ids":["proxy:efa4c7a15523b575e"]}
 {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject a trade thesis with no observable condition for admitting the loop changed.","rule_id":"proxy_rule_6","source_ids":["proxy:efa4c7a15523b575e"]}

package/knowledge/solo-test/masters/master_soros/manifest.json

@@ -16,14 +16,17 @@
     ],
     "native_decision_schema": "reflexive_loop_v1",
     "optional_fact_types": [
+      "market.change_pct",
       "macro.policy_path",
       "market.price_trend",
       "credit.financing_conditions",
-      "fundamental.response_to_price"
+      "fundamental.response_to_price",
+      "positioning.crowding",
+      "reflexivity.loop_state"
     ],
     "required_fact_types": [
-      "reflexivity.loop_state",
-      "positioning.crowding"
+      "macro.credit_spread",
+      "financial.leverage"
     ]
   },
   "components": {
@@ -44,8 +47,8 @@
   "computation": {
     "dsl_version": "1.1",
     "pipeline": [
-      "master_soros.reflexivity_graph",
-      "master_soros.reversal_monitor"
+      "master_soros.credit_cycle_position",
+      "master_soros.financing_burden"
     ]
   },
   "decision": {
@@ -53,8 +56,8 @@
     "common_projection": "common_stance_v1",
     "confidence_calibrator": null,
     "eligibility": [
-      "reflexivity.loop_state",
-      "positioning.crowding"
+      "macro.credit_spread",
+      "financial.leverage"
     ],
     "hard_vetoes": [
       "master_soros.no_reflexive_link",
@@ -77,11 +80,15 @@
     "maturity": "operator_lens",
     "operator_label": {
       "en": "Soros Lens Provisional Operator Lens",
+      "ja": "Soros Lens 暫定オペレーター・レンズ",
+      "ko": "Soros Lens 임시 오퍼레이터 렌즈",
       "zh": "索罗斯视角临时操作视角"
     },
     "persona_id": "master_soros",
     "public_label": {
       "en": "Soros Lens Solo Test",
+      "ja": "Soros Lens 単独テスト",
+      "ko": "Soros Lens 단독 테스트",
       "zh": "索罗斯视角单人测试"
     },
     "source_cutoff": "2026-07-27"
@@ -92,7 +99,7 @@
     "leak_rule": "public_at <= as_of AND memory_created_at <= as_of",
     "postmortem_horizon_days": 90
   },
-  "pack_version": "0.9.2",
+  "pack_version": "0.9.4",
   "research": {
     "mandatory_disconfirming_queries": [
       "Reject a reflexivity thesis that cannot show feedback from price to fundamentals.",
@@ -109,16 +116,22 @@
   "schema_version": 3,
   "selection": {
     "best_for": {
-      "en": "Testing deterministic behavior in global_macro, reflexivity, boom_bust, crowded_trades",
-      "zh": "用于测试确定性行为：global_macro、reflexivity、boom_bust、crowded_trades"
+      "en": "Global macro, reflexivity, boom-bust dynamics, and crowded trades.",
+      "ja": "グローバルマクロ、再帰性、ブームと崩壊の力学、混雑した取引。",
+      "ko": "글로벌 매크로, 재귀성, 호황과 붕괴의 역학, 혼잡 거래.",
+      "zh": "全球宏观、反身性、繁荣萧条循环与拥挤交易。"
     },
     "identity": {
       "en": "Soros Lens; project-derived and not human reviewed",
+      "ja": "Soros 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。",
+      "ko": "Soros Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
       "zh": "索罗斯视角；项目派生、未经人工审定"
     },
     "method": {
       "en": "Map reflexive feedback among price, financing, fundamentals, policy and participant beliefs, then identify the observable break condition.",
-      "zh": "Map reflexive feedback among price, financing, fundamentals, policy and participant beliefs, then identify the observable break condition."
+      "ja": "価格、資金調達、ファンダメンタルズ、政策、参加者の信念の間にある反射的フィードバックを整理し、観測可能な崩壊条件を特定する。",
+      "ko": "가격, 자금 조달, 펀더멘털, 정책, 참여자의 믿음 사이의 재귀적 피드백을 구조화한 뒤 관측 가능한 붕괴 조건을 식별한다.",
+      "zh": "寻找价格、信贷、政策和参与者行为相互强化后又可能反转的反馈回路。"
     }
   },
   "voice": {

package/knowledge/solo-test/masters/master_soros/provisional-index.json

@@ -16,7 +16,7 @@
   ],
   "experiment_pass_count": 0,
   "formula_approval_binding_count": 0,
-  "formula_compilation_manifest_hash": "sha256:7265b10a67bd0437af02572176793ef0b8529e48437edc5a2e0b1b1b9fbe73d0",
+  "formula_compilation_manifest_hash": "sha256:fc8afd469d9cafccccc4221622ccde5061167c538ab6472eecaaf65efce5461b",
   "method_model_eligible": false,
   "native_states": [
     "provisional_no_loop",
@@ -26,8 +26,8 @@
   ],
   "persona_id": "master_soros",
   "planned_tool_ids": [
-    "master_soros.reflexivity_graph",
-    "master_soros.reversal_monitor"
+    "master_soros.credit_cycle_position",
+    "master_soros.financing_burden"
   ],
   "production_eligible": false,
   "review_status": "not_human_reviewed",

package/knowledge/solo-test/masters/master_soros/sources.jsonl

@@ -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":"sha256:62fc55c37b3a6273683587d016b56b47118767baf96ecda9bae4fe9dacc59383","grade":"E","known_at":"2026-07-27","locator":{"section":"master_soros"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:efa4c7a15523b575e","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_soros","url":"https://github.com/Zhao73/alphacouncil-agent/blob/main/data/persona-v3-build-specs.v1.mjs"}
+{"adjudication":{"notes":"No human review, no named-method attribution, no production effect.","reviewer_ids":[],"status":"pending"},"author":"AlphaCouncil project build specification","content_hash":"sha256:1f66295c405ee1170cea89ce12b7c54eef0de22f1421bed3f5d7685a33d06d1f","grade":"E","known_at":"2026-07-27","locator":{"section":"master_soros"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:efa4c7a15523b575e","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_soros","url":"https://github.com/Zhao73/alphacouncil-agent/blob/main/data/persona-v3-build-specs.v1.mjs"}

package/knowledge/solo-test/masters/master_soros/tools.json

@@ -1,12 +1,22 @@
 [
   {
     "assurance_class": "provisional_derived_proxy",
-    "derivation_evidence_hash": "sha256:b76392a7ae4c08885cc465f8c5717a357e5f75cd8d978e720f4345313cad3716",
-    "derivation_spec_hash": "sha256:3536e8779c6955b0d9935822b7d4b54548a3f4235956348443cd884892d649cf",
-    "derivation_spec_id": "master_soros.reflexivity_graph.prototype_v1.derived_proxy_v1",
+    "derivation_evidence_hash": "sha256:d3e2fb5428cabc4d409e6c453112d6bd40982c9cb3ea6abfe7faae7628447df1",
+    "derivation_spec_hash": "sha256:60372f2f3f55e2547144717181e0df98badfaa1a85ba753244d33980d934366c",
+    "derivation_spec_id": "master_soros.credit_cycle_position.prototype_v1.derived_proxy_v1",
     "dsl_version": "1.1",
-    "id": "master_soros.reflexivity_graph",
+    "id": "master_soros.credit_cycle_position",
     "input_contracts": [
+      {
+        "on_missing": "fail",
+        "period": {
+          "alignment": "as_of",
+          "basis": "instant",
+          "window": null
+        },
+        "unit": "decimal",
+        "value_kind": "ratio"
+      },
       {
         "on_missing": "fail",
         "period": {
@@ -18,40 +28,43 @@
         "value_kind": "scalar"
       }
     ],
-    "input_schema_hash": "sha256:3da573dbc3650b9510ed735b03f3624e46c5befead08cef8ccb238789beda343",
+    "input_schema_hash": "sha256:da1afeab109533b3d11a30fb4da0e0edab443cc7e68f85e5343fa80f19b376ad",
     "inputs": [
       {
-        "fact_id": "reflexivity.loop_state"
+        "fact_id": "macro.credit_spread"
+      },
+      {
+        "literal": 0.05
       }
     ],
     "intended_use": "local_test_only",
-    "kind": "transform",
+    "kind": "recomputation",
     "on_missing": "fail",
-    "operation": "identity",
-    "output_id": "reflexivity.loop_state",
+    "operation": "subtract",
+    "output_id": "macro.credit_spread_gap.master_soros",
     "output_period": {
       "alignment": "as_of",
       "basis": "instant",
       "window": null
     },
-    "output_schema_hash": "sha256:7c8ae56f7b5e8b7e81adb54f7f1c04cb015452f4f9d0eb77c4159d02e7358223",
+    "output_schema_hash": "sha256:ea38dfd129a2637c637a5d88c681aa3393d07367a5d1fc452a4e77585467aac4",
     "production_eligible": false,
     "review_status": "not_human_reviewed",
     "schema_version": 1,
     "source_ids": [
       "proxy:efa4c7a15523b575e"
     ],
-    "unit": "derived_proxy_scalar",
-    "value_kind": "scalar",
-    "version": "0.1.0"
+    "unit": "decimal",
+    "value_kind": "ratio",
+    "version": "0.2.0"
   },
   {
     "assurance_class": "provisional_derived_proxy",
-    "derivation_evidence_hash": "sha256:ecdd895a6e939f6b154f9087f5418ea9bfabde100d00ec2934bcc14389ad1acf",
-    "derivation_spec_hash": "sha256:8ad58c927a80c9973257e5e5c0b35e294cf300cbbaaf5e8f7ed789e53565fac8",
-    "derivation_spec_id": "master_soros.reversal_monitor.prototype_v1.derived_proxy_v1",
+    "derivation_evidence_hash": "sha256:1c10f11689fb3edfe49810928f00d1988f993c8108469df8b0eeabc034ee942f",
+    "derivation_spec_hash": "sha256:21650083f9e5a5d1960d4f0a89d3186c0a65b8bb6642019f305fc695a71d77ca",
+    "derivation_spec_id": "master_soros.financing_burden.prototype_v1.derived_proxy_v1",
     "dsl_version": "1.1",
-    "id": "master_soros.reversal_monitor",
+    "id": "master_soros.financing_burden",
     "input_contracts": [
       {
         "on_missing": "fail",
@@ -60,35 +73,48 @@
           "basis": "instant",
           "window": null
         },
-        "unit": "derived_proxy_scalar",
-        "value_kind": "scalar"
+        "unit": "decimal",
+        "value_kind": "ratio"
+      },
+      {
+        "on_missing": "fail",
+        "period": {
+          "alignment": "as_of",
+          "basis": "instant",
+          "window": null
+        },
+        "unit": "decimal",
+        "value_kind": "ratio"
       }
     ],
-    "input_schema_hash": "sha256:f99a30105bf69e0265ad701b79694ed68fb7b60934f89ebf85b2a2797552f5cb",
+    "input_schema_hash": "sha256:577246a9aca74e285a544bc610ebaf1b17d87ce12f32a48966d7046242798cb5",
     "inputs": [
       {
-        "fact_id": "positioning.crowding"
+        "fact_id": "financial.leverage"
+      },
+      {
+        "fact_id": "macro.credit_spread"
       }
     ],
     "intended_use": "local_test_only",
-    "kind": "transform",
+    "kind": "recomputation",
     "on_missing": "fail",
-    "operation": "identity",
-    "output_id": "reflexivity.break_signals",
+    "operation": "multiply",
+    "output_id": "reflexivity.financing_burden.master_soros",
     "output_period": {
       "alignment": "as_of",
       "basis": "instant",
       "window": null
     },
-    "output_schema_hash": "sha256:7e3a9d132800b1808aab0bed4c173ee57f2893a97a9e2723bc64fe6f659dbc35",
+    "output_schema_hash": "sha256:c4e4d01002aaa9221044447dda49d7026de1b5cbc553c0b422c206b188c513d6",
     "production_eligible": false,
     "review_status": "not_human_reviewed",
     "schema_version": 1,
     "source_ids": [
       "proxy:efa4c7a15523b575e"
     ],
-    "unit": "derived_proxy_scalar",
-    "value_kind": "scalar",
-    "version": "0.1.0"
+    "unit": "decimal",
+    "value_kind": "ratio",
+    "version": "0.2.0"
   }
 ]