alphacouncil-agent 0.9.4 → 1.0.1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/.claude-plugin/marketplace.json +3 -3
- package/.claude-plugin/plugin.json +2 -2
- package/.codex-plugin/plugin.json +4 -4
- package/AGENTS.md +25 -11
- package/CHANGELOG.md +146 -0
- package/CLAUDE.md +24 -7
- package/README.ja.md +15 -10
- package/README.md +21 -13
- package/README.zh-CN.md +17 -12
- package/data/authored/core-seats.mjs +808 -0
- package/data/authored/growth-seats.mjs +581 -0
- package/data/authored/index.mjs +114 -0
- package/data/authored/quant-seats.mjs +564 -0
- package/data/authored/value-seats.mjs +663 -0
- package/data/build-profile.v1.json +2 -1
- package/data/council-evaluation-protocol.v1.json +7 -4
- package/data/master-selector-method-locales.v1.mjs +10 -0
- package/data/persona-v3-ai-assisted-solo-profile.v1.json +2 -2
- package/data/persona-v3-build-specs.v1.mjs +60 -3
- package/docs/INSTALL.md +6 -10
- package/docs/personas.md +2 -1
- package/docs/plans/v1.0-roadmap.md +487 -0
- package/docs/plans/v1.1-basket-native-seats.md +267 -0
- package/docs/releases/v0.9.5.md +96 -0
- package/docs/releases/v1.0.0.md +164 -0
- package/docs/report-contract.md +30 -6
- package/knowledge/ai-assisted-solo/experiments/runs/a.json +13 -13
- package/knowledge/ai-assisted-solo/experiments/runs/b.json +2 -2
- package/knowledge/ai-assisted-solo/experiments/runs/c.json +2 -2
- package/knowledge/ai-assisted-solo/experiments/runs/d13.json +126 -126
- package/knowledge/ai-assisted-solo/experiments/runs/d26.json +274 -254
- package/knowledge/ai-assisted-solo/experiments/runs/e-d13.json +129 -129
- package/knowledge/ai-assisted-solo/experiments/runs/e-d26.json +277 -257
- package/knowledge/ai-assisted-solo/experiments/runs/h_ai_reference.json +278 -258
- package/knowledge/ai-assisted-solo/experiments/simulation-input.json +7278 -556
- package/knowledge/ai-assisted-solo/experiments/simulation-manifest.json +22 -22
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_ackman/reviews/{change_value_bridge.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_ackman/reviews/{power_map.ai-review.json → owner_earnings_yield.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_aschenbrenner/reviews/{compute_power_bridge.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_aschenbrenner/reviews/{timeline_reverse_valuation.ai-review.json → price_implied_cash_yield.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_asness/reviews/{crowding_cost_stress.ai-review.json → nominal_earnings_yield_gap.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_asness/reviews/{factor_decomposer.ai-review.json → real_earnings_yield_gap.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_bogle/reviews/expected_return_over_long_bond.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_bogle/reviews/fundamental_expected_return.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_buffett/reviews/{incremental_returns.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_buffett/reviews/{owner_earnings_rebuilder.ai-review.json → owner_earnings_yield.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_burry/reviews/{mispricing_carry.ai-review.json → net_current_asset_surplus_per_share.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_burry/reviews/{capital_structure_reader.ai-review.json → net_current_asset_value_per_share.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_cathie_wood/reviews/{cost_adoption_curve.ai-review.json → current_cash_yield.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_cathie_wood/reviews/{capture_valuation_bridge.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_dalio/reviews/{regime_classifier.ai-review.json → policy_real_rate.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/{master_munger/reviews/incentive_map.ai-review.json → master_dalio/reviews/real_curve_slope.ai-review.json} +51 -51
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_damodaran/reviews/{reverse_valuation.ai-review.json → implied_equity_risk_premium.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_damodaran/reviews/{story_dcf.ai-review.json → premium_versus_long_run_average.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_druckenmiller/reviews/{liquidity_revision_map.ai-review.json → liquidity_curve_impulse.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_druckenmiller/reviews/{inflection_payoff.ai-review.json → policy_real_rate.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_duan_yongping/reviews/{user_value_evidence.ai-review.json → five_year_opportunity_cost.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_duan_yongping/reviews/{opportunity_cost.ai-review.json → margin_retention.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_fisher/reviews/{research_productivity.ai-review.json → margin_retention.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_fisher/reviews/{scuttlebutt_graph.ai-review.json → reinvestment_spread.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/{master_dalio/reviews/debt_driver_stress.ai-review.json → master_forensic_short/reviews/cash_conversion_gap.ai-review.json} +51 -51
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_forensic_short/reviews/{accounting_rebuilder.ai-review.json → cash_cover_of_leverage.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_graham/reviews/{asset_floor.ai-review.json → defensive_hurdle_base.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_graham/reviews/{normalized_earnings.ai-review.json → half_normalised_earnings_yield.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_jhunjhunwala/reviews/{penetration_liquidity.ai-review.json → cash_quality_gap.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_jhunjhunwala/reviews/{promoter_governance.ai-review.json → real_structural_growth.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_klarman/reviews/{recovery_waterfall.ai-review.json → downside_asset_coverage.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_klarman/reviews/{cash_catalyst_compare.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_li_lu/reviews/{promise_integrity_ledger.ai-review.json → cash_backed_decade_return.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_li_lu/reviews/{ten_year_return_bridge.ai-review.json → decade_return_over_long_bond.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_lynch/reviews/{story_numbers_check.ai-review.json → growth_justified_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_lynch/reviews/{category_classifier.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_marks/reviews/{cycle_temperature.ai-review.json → credit_cycle_position.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_marks/reviews/{implied_expectations.ai-review.json → equity_over_corporate_debt.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_munger/reviews/{failure_path_graph.ai-review.json → debt_service_cushion.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_munger/reviews/reported_earnings_cash_gap.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_natenberg/reviews/{surface_builder.ai-review.json → normalised_skew.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_natenberg/reviews/{greeks_payoff.ai-review.json → round_trip_cost.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_pabrai/reviews/{downside_floor.ai-review.json → downside_floor_coverage.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_pabrai/reviews/{discrete_payoff.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_simons/reviews/{leakage_audit.ai-review.json → absolute_session_move.ai-review.json} +42 -42
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_simons/reviews/{oos_cost_test.ai-review.json → session_move_over_implied.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_sinclair/reviews/{realized_vol_forecast.ai-review.json → round_trip_cost.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_sinclair/reviews/{net_edge_sizer.ai-review.json → volatility_per_unit_of_width.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_soros/reviews/{reflexivity_graph.ai-review.json → credit_cycle_position.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_soros/reviews/{reversal_monitor.ai-review.json → financing_burden.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_taleb/reviews/{tail_friction.ai-review.json → debt_service_cushion.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_taleb/reviews/{payoff_ruin.ai-review.json → normalised_skew.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_thorp/reviews/{fractional_kelly.ai-review.json → edge_per_unit_of_volatility.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_thorp/reviews/{edge_recalculator.ai-review.json → net_edge.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/review-manifest.json +288 -270
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/index.json +2 -2
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-extractions/index.json +2 -2
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-skeptic-reviews/index.json +2 -2
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-source-prereviews/index.json +6 -2
- package/knowledge/solo-test/masters/master_ackman/decision_policy.json +122 -11
- package/knowledge/solo-test/masters/master_ackman/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_ackman/manifest.json +13 -6
- package/knowledge/solo-test/masters/master_ackman/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_ackman/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_ackman/tools.json +56 -30
- package/knowledge/solo-test/masters/master_aschenbrenner/decision_policy.json +101 -10
- package/knowledge/solo-test/masters/master_aschenbrenner/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_aschenbrenner/manifest.json +12 -4
- package/knowledge/solo-test/masters/master_aschenbrenner/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_aschenbrenner/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_aschenbrenner/tools.json +56 -30
- package/knowledge/solo-test/masters/master_asness/decision_policy.json +89 -10
- package/knowledge/solo-test/masters/master_asness/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_asness/manifest.json +11 -4
- package/knowledge/solo-test/masters/master_asness/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_asness/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_asness/tools.json +56 -30
- package/knowledge/solo-test/masters/master_bogle/counterfactuals.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/decision_cases.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/decision_policy.json +170 -0
- package/knowledge/solo-test/masters/master_bogle/doctrine.jsonl +14 -0
- package/knowledge/solo-test/masters/master_bogle/evaluation/calibration_cases.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/evaluation/experiments.json +5 -0
- package/knowledge/solo-test/masters/master_bogle/evaluation/golden_cases.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/evaluation/pairwise_cases.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/failures.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/manifest.json +141 -0
- package/knowledge/solo-test/masters/master_bogle/memory_policy.json +5 -0
- package/knowledge/solo-test/masters/master_bogle/provisional-index.json +41 -0
- package/knowledge/solo-test/masters/master_bogle/research_policy.json +11 -0
- package/knowledge/solo-test/masters/master_bogle/sources.jsonl +1 -0
- package/knowledge/solo-test/masters/master_bogle/tools.json +120 -0
- package/knowledge/solo-test/masters/master_bogle/voice.en.md +7 -0
- package/knowledge/solo-test/masters/master_bogle/voice.zh.md +7 -0
- package/knowledge/solo-test/masters/master_buffett/decision_policy.json +102 -11
- package/knowledge/solo-test/masters/master_buffett/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_buffett/manifest.json +10 -4
- package/knowledge/solo-test/masters/master_buffett/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_buffett/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_buffett/tools.json +55 -29
- package/knowledge/solo-test/masters/master_burry/decision_policy.json +102 -12
- package/knowledge/solo-test/masters/master_burry/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_burry/manifest.json +12 -6
- package/knowledge/solo-test/masters/master_burry/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_burry/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_burry/tools.json +56 -30
- package/knowledge/solo-test/masters/master_cathie_wood/decision_policy.json +74 -12
- package/knowledge/solo-test/masters/master_cathie_wood/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_cathie_wood/manifest.json +12 -6
- package/knowledge/solo-test/masters/master_cathie_wood/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_cathie_wood/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_cathie_wood/tools.json +56 -30
- package/knowledge/solo-test/masters/master_dalio/decision_policy.json +123 -16
- package/knowledge/solo-test/masters/master_dalio/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_dalio/manifest.json +10 -4
- package/knowledge/solo-test/masters/master_dalio/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_dalio/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_dalio/tools.json +56 -30
- package/knowledge/solo-test/masters/master_damodaran/decision_policy.json +58 -10
- package/knowledge/solo-test/masters/master_damodaran/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_damodaran/manifest.json +9 -4
- package/knowledge/solo-test/masters/master_damodaran/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_damodaran/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_damodaran/tools.json +54 -28
- package/knowledge/solo-test/masters/master_druckenmiller/decision_policy.json +89 -10
- package/knowledge/solo-test/masters/master_druckenmiller/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_druckenmiller/manifest.json +11 -4
- package/knowledge/solo-test/masters/master_druckenmiller/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_druckenmiller/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_druckenmiller/tools.json +55 -29
- package/knowledge/solo-test/masters/master_duan_yongping/decision_policy.json +138 -13
- package/knowledge/solo-test/masters/master_duan_yongping/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_duan_yongping/manifest.json +17 -7
- package/knowledge/solo-test/masters/master_duan_yongping/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_duan_yongping/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_duan_yongping/tools.json +82 -30
- package/knowledge/solo-test/masters/master_fisher/decision_policy.json +102 -11
- package/knowledge/solo-test/masters/master_fisher/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_fisher/manifest.json +13 -6
- package/knowledge/solo-test/masters/master_fisher/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_fisher/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_fisher/tools.json +58 -32
- package/knowledge/solo-test/masters/master_forensic_short/decision_policy.json +93 -14
- package/knowledge/solo-test/masters/master_forensic_short/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_forensic_short/manifest.json +6 -4
- package/knowledge/solo-test/masters/master_forensic_short/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_forensic_short/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_forensic_short/tools.json +53 -27
- package/knowledge/solo-test/masters/master_graham/decision_policy.json +103 -12
- package/knowledge/solo-test/masters/master_graham/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_graham/manifest.json +12 -4
- package/knowledge/solo-test/masters/master_graham/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_graham/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_graham/tools.json +67 -28
- package/knowledge/solo-test/masters/master_jhunjhunwala/decision_policy.json +77 -12
- package/knowledge/solo-test/masters/master_jhunjhunwala/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_jhunjhunwala/manifest.json +11 -6
- package/knowledge/solo-test/masters/master_jhunjhunwala/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_jhunjhunwala/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_jhunjhunwala/tools.json +54 -28
- package/knowledge/solo-test/masters/master_klarman/decision_policy.json +105 -14
- package/knowledge/solo-test/masters/master_klarman/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_klarman/manifest.json +8 -2
- package/knowledge/solo-test/masters/master_klarman/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_klarman/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_klarman/tools.json +55 -29
- package/knowledge/solo-test/masters/master_li_lu/decision_policy.json +101 -10
- package/knowledge/solo-test/masters/master_li_lu/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_li_lu/manifest.json +13 -6
- package/knowledge/solo-test/masters/master_li_lu/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_li_lu/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_li_lu/tools.json +58 -32
- package/knowledge/solo-test/masters/master_lynch/decision_policy.json +127 -16
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- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_duan_yongping/provisional-derivations/opportunity_cost.derived-proxy-evidence.json +0 -64
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- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_fisher/provisional-derivations/research_productivity.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_fisher/provisional-derivations/scuttlebutt_graph.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_forensic_short/provisional-derivations/borrow_catalyst.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_graham/provisional-derivations/asset_floor.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_graham/provisional-derivations/normalized_earnings.derived-proxy-evidence.json +0 -64
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- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_jhunjhunwala/provisional-derivations/promoter_governance.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_klarman/provisional-derivations/cash_catalyst_compare.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_klarman/provisional-derivations/recovery_waterfall.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_li_lu/provisional-derivations/promise_integrity_ledger.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_li_lu/provisional-derivations/ten_year_return_bridge.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_lynch/provisional-derivations/category_classifier.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_lynch/provisional-derivations/story_numbers_check.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_marks/provisional-derivations/cycle_temperature.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_marks/provisional-derivations/implied_expectations.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_munger/provisional-derivations/failure_path_graph.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_munger/provisional-derivations/incentive_map.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_pabrai/provisional-derivations/discrete_payoff.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_pabrai/provisional-derivations/downside_floor.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_simons/provisional-derivations/leakage_audit.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_simons/provisional-derivations/oos_cost_test.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_sinclair/provisional-derivations/net_edge_sizer.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_sinclair/provisional-derivations/realized_vol_forecast.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_soros/provisional-derivations/reflexivity_graph.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_soros/provisional-derivations/reversal_monitor.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_taleb/provisional-derivations/payoff_ruin.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_thorp/provisional-derivations/edge_recalculator.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_thorp/provisional-derivations/fractional_kelly.derived-proxy-evidence.json +0 -64
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{"adjudication":{"notes":"No human review, no named-method attribution, no production effect.","reviewer_ids":[],"status":"pending"},"author":"AlphaCouncil project build specification","content_hash":"sha256:19f2b67a17214b190592efc51a44e5c5627adfd4215fee30cbb4e971e347b9f3","grade":"E","known_at":"2026-07-27","locator":{"section":"master_burry"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:671173c81294794a1","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_burry","url":"https://github.com/Zhao73/alphacouncil-agent/blob/main/data/persona-v3-build-specs.v1.mjs"}
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{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Connect technology cost curves and adoption to addressable market, company capture, unit economics and an explicit five-year valuation distribution.","rule_id":"proxy_rule_1","source_ids":["proxy:fee6f8a0c78b363b9"]}
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{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"
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{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"The denominator every price-implied expectation needs. Built the same way as the Buffett and Graham seats build it, and sharing their output id on purpose.","rule_id":"proxy_rule_2","source_ids":["proxy:fee6f8a0c78b363b9"]}
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{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"How much of the price today's cash already pays for. Everything above this yield is adoption the market has bought in advance, which is the only form of a price-implied expectation these facts can produce.","rule_id":"proxy_rule_3","source_ids":["proxy:fee6f8a0c78b363b9"]}
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{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject when sector growth has no evidenced bridge to company cash flows.","rule_id":"proxy_rule_4","source_ids":["proxy:fee6f8a0c78b363b9"]}
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{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject when required funding and dilution cannot be bounded.","rule_id":"proxy_rule_5","source_ids":["proxy:fee6f8a0c78b363b9"]}
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{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject constructive output when price requires adoption beyond the reviewed scenario range.","rule_id":"proxy_rule_6","source_ids":["proxy:fee6f8a0c78b363b9"]}
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"experiment_pass_count": 0,
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"formula_compilation_manifest_hash": "sha256:9eb750e5aec2e4b6ef7a7033aba119927d5a6540220d608cbe6fd90eaf255b05",
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{"adjudication":{"notes":"No human review, no named-method attribution, no production effect.","reviewer_ids":[],"status":"pending"},"author":"AlphaCouncil project build specification","content_hash":"sha256:
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{"adjudication":{"notes":"No human review, no named-method attribution, no production effect.","reviewer_ids":[],"status":"pending"},"author":"AlphaCouncil project build specification","content_hash":"sha256:e23c842d4494c463a5afcc931cd3753690b8437b0af4b2eeb5d7815a24c811f1","grade":"E","known_at":"2026-07-27","locator":{"section":"master_cathie_wood"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:fee6f8a0c78b363b9","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_cathie_wood","url":"https://github.com/Zhao73/alphacouncil-agent/blob/main/data/persona-v3-build-specs.v1.mjs"}
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"derivation_evidence_hash": "sha256:76ccd7cc3160b98ae243173fa2b69bb844bb88982c41c19e0e822fb1be31252c",
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"derivation_spec_hash": "sha256:f5df869d94026c7ad00d26d8c3c23bd433c77b9a945142d927a617ad11ee9945",
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"derivation_spec_id": "master_cathie_wood.market_capitalisation.prototype_v1.derived_proxy_v1",
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"operation": "multiply",
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"output_schema_hash": "sha256:46ac08b21ec0c3f9f8c06d34ec72b6cfc94bcdf0fc70230e0fb3ec95f87b9840",
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"production_eligible": false,
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"derivation_evidence_hash": "sha256:c12017aaf43e2314b646db263922462392e7c4c51b68808ac0802e5a1cab52e7",
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"derivation_spec_hash": "sha256:60c95955604fde2ba596e5a34b9ab6857835ebfc5cacdc02dfd23b8af954a26f",
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"derivation_spec_id": "master_cathie_wood.current_cash_yield.prototype_v1.derived_proxy_v1",
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"period": {
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"alignment": "as_of",
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"input_schema_hash": "sha256:13fc83bcede496eb525cf9d2135f845584fabf18db2a8d182463bb9b5e599d5b",
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|
73
99
|
"intended_use": "local_test_only",
|
|
74
|
-
"kind": "
|
|
100
|
+
"kind": "recomputation",
|
|
75
101
|
"on_missing": "fail",
|
|
76
|
-
"operation": "
|
|
77
|
-
"output_id": "
|
|
102
|
+
"operation": "divide",
|
|
103
|
+
"output_id": "valuation.free_cash_flow_yield.master_cathie_wood",
|
|
78
104
|
"output_period": {
|
|
79
105
|
"alignment": "as_of",
|
|
80
106
|
"basis": "instant",
|
|
81
107
|
"window": null
|
|
82
108
|
},
|
|
83
|
-
"output_schema_hash": "sha256:
|
|
109
|
+
"output_schema_hash": "sha256:c6674afb680a3c6cf6fddc771b18a8d3faeb054b4b69ac23b138447ecc381b4f",
|
|
84
110
|
"production_eligible": false,
|
|
85
111
|
"review_status": "not_human_reviewed",
|
|
86
112
|
"schema_version": 1,
|
|
87
113
|
"source_ids": [
|
|
88
114
|
"proxy:fee6f8a0c78b363b9"
|
|
89
115
|
],
|
|
90
|
-
"unit": "
|
|
91
|
-
"value_kind": "
|
|
92
|
-
"version": "0.
|
|
116
|
+
"unit": "decimal",
|
|
117
|
+
"value_kind": "ratio",
|
|
118
|
+
"version": "0.2.0"
|
|
93
119
|
}
|
|
94
120
|
]
|