alphacouncil-agent 0.9.4 → 1.0.1

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

@@ -2,7 +2,28 @@
   "abstention_policy": "fail_closed",
   "dsl_version": "1.1",
   "eligibility": {
-    "all": []
+    "all": [
+      {
+        "condition": {
+          "op": "exists",
+          "value": {
+            "fact_id": "macro.growth_regime"
+          }
+        },
+        "condition_id": "master_dalio.growth_inflation_state_known",
+        "on_false": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_regime_unknown"
+        },
+        "on_uncomputable": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_regime_unknown"
+        },
+        "source_ids": [
+          "proxy:89c1ba22ac2965e32"
+        ]
+      }
+    ]
   },
   "fact_gate": {
     "on_missing_critical": {
@@ -10,21 +31,62 @@
       "native_state": "provisional_regime_unknown"
     }
   },
-  "hard_vetoes": [],
+  "hard_vetoes": [
+    {
+      "condition": {
+        "conditions": [
+          {
+            "left": {
+              "fact_id": "macro.term_structure_slope"
+            },
+            "op": "lt",
+            "right": {
+              "literal": 0
+            }
+          },
+          {
+            "left": {
+              "output_id": "macro.real_curve_slope.master_dalio"
+            },
+            "op": "lt",
+            "right": {
+              "literal": 0
+            }
+          }
+        ],
+        "op": "all"
+      },
+      "on_trigger": {
+        "common_stance": "opposed",
+        "native_state": "provisional_fragile"
+      },
+      "on_uncomputable": {
+        "action": "abstain",
+        "decision": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_regime_unknown"
+        }
+      },
+      "source_ids": [
+        "proxy:89c1ba22ac2965e32"
+      ],
+      "veto_id": "master_dalio.short_term_debt_cycle_top"
+    }
+  ],
   "native_decision_schema": "regime_balance_v1",
   "native_output_fields": [
     {
       "field": "metric_1",
       "on_missing": "fail",
       "value": {
-        "output_id": "macro.growth_regime"
+        "output_id": "macro.policy_real_rate.master_dalio"
       }
     },
     {
       "field": "metric_2",
       "on_missing": "fail",
       "value": {
-        "output_id": "credit.debt_service"
+        "output_id": "macro.real_curve_slope.master_dalio"
       }
     }
   ],
@@ -52,14 +114,14 @@
     },
     {
       "decision": {
-        "common_stance": "cautious",
+        "common_stance": "constructive",
         "native_state": "provisional_regime_resilient"
       },
       "min_ratio": 1
     }
   ],
   "scoring": {
-    "max_score": 2,
+    "max_score": 3,
     "min_coverage": 1,
     "on_insufficient_coverage": {
       "common_stance": "out_of_scope",
@@ -68,17 +130,62 @@
     "rules": [
       {
         "condition": {
-          "left": {
-            "output_id": "macro.growth_regime"
-          },
-          "op": "gt",
-          "right": {
-            "literal": 0
-          }
+          "conditions": [
+            {
+              "left": {
+                "fact_id": "macro.growth_regime"
+              },
+              "op": "eq",
+              "right": {
+                "literal": "rising_growth_rising_inflation"
+              }
+            },
+            {
+              "left": {
+                "fact_id": "macro.growth_regime"
+              },
+              "op": "eq",
+              "right": {
+                "literal": "rising_growth_falling_inflation"
+              }
+            }
+          ],
+          "op": "any"
+        },
+        "coverage_weight": 1,
+        "points": 1,
+        "rule_id": "dalio_growth_axis_rising",
+        "source_ids": [
+          "proxy:89c1ba22ac2965e32"
+        ]
+      },
+      {
+        "condition": {
+          "conditions": [
+            {
+              "left": {
+                "fact_id": "macro.growth_regime"
+              },
+              "op": "eq",
+              "right": {
+                "literal": "rising_growth_falling_inflation"
+              }
+            },
+            {
+              "left": {
+                "fact_id": "macro.growth_regime"
+              },
+              "op": "eq",
+              "right": {
+                "literal": "falling_growth_falling_inflation"
+              }
+            }
+          ],
+          "op": "any"
         },
         "coverage_weight": 1,
         "points": 1,
-        "rule_id": "proxy_score_1",
+        "rule_id": "dalio_inflation_axis_falling",
         "source_ids": [
           "proxy:89c1ba22ac2965e32"
         ]
@@ -86,7 +193,7 @@
       {
         "condition": {
           "left": {
-            "output_id": "credit.debt_service"
+            "output_id": "macro.real_curve_slope.master_dalio"
           },
           "op": "gt",
           "right": {
@@ -95,7 +202,7 @@
         },
         "coverage_weight": 1,
         "points": 1,
-        "rule_id": "proxy_score_2",
+        "rule_id": "dalio_policy_not_restrictive",
         "source_ids": [
           "proxy:89c1ba22ac2965e32"
         ]

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

@@ -1,6 +1,6 @@
 {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Classify growth, inflation, debt-cycle and policy regimes, then evaluate refinancing exposure and concentration across common macro drivers.","rule_id":"proxy_rule_1","source_ids":["proxy:89c1ba22ac2965e32"]}
-{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Classify point-in-time growth, inflation and policy states with uncertainty.","rule_id":"proxy_rule_2","source_ids":["proxy:89c1ba22ac2965e32"]}
-{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Stress debt service and portfolio concentration across macro quadrants.","rule_id":"proxy_rule_3","source_ids":["proxy:89c1ba22ac2965e32"]}
+{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"The real rate at the front end, which is the measure of whether money is tight or easy. A nominal policy rate says nothing until inflation expectations are taken out of it.","rule_id":"proxy_rule_2","source_ids":["proxy:89c1ba22ac2965e32"]}
+{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"The long real rate less the policy real rate. Positive means the front end is easier than the market's long-run real rate; negative is the tightening configuration the debt-crisis template describes.","rule_id":"proxy_rule_3","source_ids":["proxy:89c1ba22ac2965e32"]}
 {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject resilience when refinancing at current conditions breaches documented capacity.","rule_id":"proxy_rule_4","source_ids":["proxy:89c1ba22ac2965e32"]}
 {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject diversification claims when holdings share one material macro driver.","rule_id":"proxy_rule_5","source_ids":["proxy:89c1ba22ac2965e32"]}
 {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject a historical analogy that omits material structural differences.","rule_id":"proxy_rule_6","source_ids":["proxy:89c1ba22ac2965e32"]}

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

@@ -16,6 +16,8 @@
     ],
     "native_decision_schema": "regime_balance_v1",
     "optional_fact_types": [
+      "macro.growth_regime",
+      "macro.term_structure_slope",
       "macro.inflation_regime",
       "macro.policy_stance",
       "credit.debt_service",
@@ -24,7 +26,9 @@
       "macro.analogue_distance"
     ],
     "required_fact_types": [
-      "macro.growth_regime"
+      "macro.short_bond_yield",
+      "macro.breakeven_inflation",
+      "macro.real_rate"
     ]
   },
   "components": {
@@ -45,8 +49,8 @@
   "computation": {
     "dsl_version": "1.1",
     "pipeline": [
-      "master_dalio.regime_classifier",
-      "master_dalio.debt_driver_stress"
+      "master_dalio.policy_real_rate",
+      "master_dalio.real_curve_slope"
     ]
   },
   "decision": {
@@ -54,7 +58,9 @@
     "common_projection": "common_stance_v1",
     "confidence_calibrator": null,
     "eligibility": [
-      "macro.growth_regime"
+      "macro.short_bond_yield",
+      "macro.breakeven_inflation",
+      "macro.real_rate"
     ],
     "hard_vetoes": [
       "master_dalio.refinancing_break",

package/knowledge/solo-test/masters/master_dalio/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": "sha256:9eb750e5aec2e4b6ef7a7033aba119927d5a6540220d608cbe6fd90eaf255b05",
   "method_model_eligible": false,
   "native_states": [
     "provisional_regime_unknown",
@@ -26,8 +26,8 @@
   ],
   "persona_id": "master_dalio",
   "planned_tool_ids": [
-    "master_dalio.regime_classifier",
-    "master_dalio.debt_driver_stress"
+    "master_dalio.policy_real_rate",
+    "master_dalio.real_curve_slope"
   ],
   "production_eligible": false,
   "review_status": "not_human_reviewed",

package/knowledge/solo-test/masters/master_dalio/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":"sha256:3d57c071dc89730604ae5edb56d0d68be3113fd1678fc93c94cc12c4117f2c29","grade":"E","known_at":"2026-07-27","locator":{"section":"master_dalio"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:89c1ba22ac2965e32","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_dalio","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:fc00d5be37f5e057c7f7c1dff46deebe99cbb8a892c87995d950eb7b64231c64","grade":"E","known_at":"2026-07-27","locator":{"section":"master_dalio"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:89c1ba22ac2965e32","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_dalio","url":"https://github.com/Zhao73/alphacouncil-agent/blob/main/data/persona-v3-build-specs.v1.mjs"}

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

@@ -1,11 +1,11 @@
 [
   {
     "assurance_class": "provisional_derived_proxy",
-    "derivation_evidence_hash": "sha256:89b860b69b24b05f1aa7f52fd59ac650b71b92e5ba3c239bc02514a1d70f71a0",
-    "derivation_spec_hash": "sha256:b8b6f23a565660f04631006b564a85d23c8b76ad48cecaae235c3cca0d074daa",
-    "derivation_spec_id": "master_dalio.regime_classifier.prototype_v1.derived_proxy_v1",
+    "derivation_evidence_hash": "sha256:1a3f42c96f53396b66e285c547f8ceaa7939e84bc94172295b4e88521d9d001c",
+    "derivation_spec_hash": "sha256:97c673d4240a4231fff621fb9fe8bf824d7c8d3c36bea2eb2d4a2a9f451dfe12",
+    "derivation_spec_id": "master_dalio.policy_real_rate.prototype_v1.derived_proxy_v1",
     "dsl_version": "1.1",
-    "id": "master_dalio.regime_classifier",
+    "id": "master_dalio.policy_real_rate",
     "input_contracts": [
       {
         "on_missing": "fail",
@@ -14,44 +14,57 @@
           "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:b1a35868965749e95efe34f6f95b84d632729bed866e17e0fe699bd8757824ad",
+    "input_schema_hash": "sha256:6a71fba0ba95a687fe1c621cf6468827d1dbe0de0ce014d2c0ad016b0eb8d1cb",
     "inputs": [
       {
-        "fact_id": "macro.growth_regime"
+        "fact_id": "macro.short_bond_yield"
+      },
+      {
+        "fact_id": "macro.breakeven_inflation"
       }
     ],
     "intended_use": "local_test_only",
-    "kind": "transform",
+    "kind": "recomputation",
     "on_missing": "fail",
-    "operation": "identity",
-    "output_id": "macro.growth_regime",
+    "operation": "subtract",
+    "output_id": "macro.policy_real_rate.master_dalio",
     "output_period": {
       "alignment": "as_of",
       "basis": "instant",
       "window": null
     },
-    "output_schema_hash": "sha256:a362f447b36b2ee7135461fa632263a44a39adcb3dcfd4a34f96fb1f547f02a5",
+    "output_schema_hash": "sha256:af5335f4593a63b35116eaca3b4ecadca909ed813e9e8859bbfd63cd0356c0e4",
     "production_eligible": false,
     "review_status": "not_human_reviewed",
     "schema_version": 1,
     "source_ids": [
       "proxy:89c1ba22ac2965e32"
     ],
-    "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": "sha256:9562819a0d26ff184b7888914f9efd3355f853a3af752c3a2f9943c3e522d0a4",
-    "derivation_spec_hash": "sha256:c08ce7f44b55e8191541b5b4ac350c9d2e37405f61a7ed0f4e4b056585df91ce",
-    "derivation_spec_id": "master_dalio.debt_driver_stress.prototype_v1.derived_proxy_v1",
+    "derivation_evidence_hash": "sha256:3211513ff12fe1398acddc3927a66dd661b442cf766c5798193b605b865cadd8",
+    "derivation_spec_hash": "sha256:0464fe91c5639d9ed65d17aad4e05959c8fc1052d25c24f6722054a9663ced99",
+    "derivation_spec_id": "master_dalio.real_curve_slope.prototype_v1.derived_proxy_v1",
     "dsl_version": "1.1",
-    "id": "master_dalio.debt_driver_stress",
+    "id": "master_dalio.real_curve_slope",
     "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:f6314d9460fc29333f05c0b84f233d1aa747052e63359f58397d98b16cb36b98",
+    "input_schema_hash": "sha256:50663c4617161656a613bc4590f1bce748db9446591fd986bc3fe3472a8d3164",
     "inputs": [
       {
-        "fact_id": "macro.growth_regime"
+        "fact_id": "macro.real_rate"
+      },
+      {
+        "output_id": "macro.policy_real_rate.master_dalio"
       }
     ],
     "intended_use": "local_test_only",
-    "kind": "transform",
+    "kind": "recomputation",
     "on_missing": "fail",
-    "operation": "identity",
-    "output_id": "credit.debt_service",
+    "operation": "subtract",
+    "output_id": "macro.real_curve_slope.master_dalio",
     "output_period": {
       "alignment": "as_of",
       "basis": "instant",
       "window": null
     },
-    "output_schema_hash": "sha256:64023fe51634160d0e494c807e520b13846450b93aa9f8b5a62c269faf4d815d",
+    "output_schema_hash": "sha256:c95ce92759d4ac065f575a18f0d9ee5f0bce5f01c33a2d630f6e11a7a5afb246",
     "production_eligible": false,
     "review_status": "not_human_reviewed",
     "schema_version": 1,
     "source_ids": [
       "proxy:89c1ba22ac2965e32"
     ],
-    "unit": "derived_proxy_scalar",
-    "value_kind": "scalar",
-    "version": "0.1.0"
+    "unit": "decimal",
+    "value_kind": "ratio",
+    "version": "0.2.0"
   }
 ]

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

@@ -2,7 +2,28 @@
   "abstention_policy": "fail_closed",
   "dsl_version": "1.1",
   "eligibility": {
-    "all": []
+    "all": [
+      {
+        "condition": {
+          "op": "exists",
+          "value": {
+            "fact_id": "index.aggregate_pe_forward"
+          }
+        },
+        "condition_id": "master_damodaran.forward_earnings_available",
+        "on_false": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_unvalued"
+        },
+        "on_uncomputable": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_unvalued"
+        },
+        "source_ids": [
+          "proxy:bcabfc2d756d028b0"
+        ]
+      }
+    ]
   },
   "fact_gate": {
     "on_missing_critical": {
@@ -10,21 +31,48 @@
       "native_state": "provisional_unvalued"
     }
   },
-  "hard_vetoes": [],
+  "hard_vetoes": [
+    {
+      "condition": {
+        "left": {
+          "output_id": "index.implied_equity_risk_premium.master_damodaran"
+        },
+        "op": "lte",
+        "right": {
+          "literal": 0
+        }
+      },
+      "on_trigger": {
+        "common_stance": "opposed",
+        "native_state": "provisional_overvalued"
+      },
+      "on_uncomputable": {
+        "action": "abstain",
+        "decision": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_unvalued"
+        }
+      },
+      "source_ids": [
+        "proxy:bcabfc2d756d028b0"
+      ],
+      "veto_id": "master_damodaran.no_premium_over_riskfree"
+    }
+  ],
   "native_decision_schema": "valuation_distribution_v1",
   "native_output_fields": [
     {
       "field": "metric_1",
       "on_missing": "fail",
       "value": {
-        "output_id": "valuation.cash_flow"
+        "output_id": "index.implied_equity_risk_premium.master_damodaran"
       }
     },
     {
       "field": "metric_2",
       "on_missing": "fail",
       "value": {
-        "output_id": "valuation.implied_story"
+        "output_id": "index.implied_premium_gap.master_damodaran"
       }
     }
   ],
@@ -52,7 +100,7 @@
     },
     {
       "decision": {
-        "common_stance": "cautious",
+        "common_stance": "constructive",
         "native_state": "provisional_undervalued"
       },
       "min_ratio": 1
@@ -69,7 +117,7 @@
       {
         "condition": {
           "left": {
-            "output_id": "valuation.cash_flow"
+            "output_id": "index.implied_premium_gap.master_damodaran"
           },
           "op": "gt",
           "right": {
@@ -78,7 +126,7 @@
         },
         "coverage_weight": 1,
         "points": 1,
-        "rule_id": "proxy_score_1",
+        "rule_id": "damodaran_premium_above_long_run_average",
         "source_ids": [
           "proxy:bcabfc2d756d028b0"
         ]
@@ -86,16 +134,16 @@
       {
         "condition": {
           "left": {
-            "output_id": "valuation.implied_story"
+            "fact_id": "index.aggregate_earnings_yield"
           },
           "op": "gt",
           "right": {
-            "literal": 0
+            "fact_id": "macro.aaa_corporate_yield"
           }
         },
         "coverage_weight": 1,
         "points": 1,
-        "rule_id": "proxy_score_2",
+        "rule_id": "damodaran_equity_out_yields_corporate_debt",
         "source_ids": [
           "proxy:bcabfc2d756d028b0"
         ]

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

@@ -1,6 +1,6 @@
 {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Translate a testable business story into growth, margins, reinvestment, risk and cash flow, then expose the value distribution and price-implied story.","rule_id":"proxy_rule_1","source_ids":["proxy:bcabfc2d756d028b0"]}
-{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Compute a versioned valuation distribution from explicit operating assumptions.","rule_id":"proxy_rule_2","source_ids":["proxy:bcabfc2d756d028b0"]}
-{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Solve for the growth, margin and reinvestment story embedded in price.","rule_id":"proxy_rule_3","source_ids":["proxy:bcabfc2d756d028b0"]}
+{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"What the market is currently paying for equity risk over the risk-free rate. the named source's argument is that this number, not a historical average, is what a valuation should discount at.","rule_id":"proxy_rule_2","source_ids":["proxy:bcabfc2d756d028b0"]}
+{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"The current implied premium against its own long-run average of about 4.2%, which is how he judges whether the market as a whole is cheap or rich.","rule_id":"proxy_rule_3","source_ids":["proxy:bcabfc2d756d028b0"]}
 {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Decline when a load-bearing narrative claim has no mapped valuation variable.","rule_id":"proxy_rule_4","source_ids":["proxy:bcabfc2d756d028b0"]}
 {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject a growth scenario whose required reinvestment is omitted or internally inconsistent.","rule_id":"proxy_rule_5","source_ids":["proxy:bcabfc2d756d028b0"]}
 {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject a terminal state incompatible with mature growth, margin and risk assumptions.","rule_id":"proxy_rule_6","source_ids":["proxy:bcabfc2d756d028b0"]}

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

@@ -16,6 +16,9 @@
     ],
     "native_decision_schema": "valuation_distribution_v1",
     "optional_fact_types": [
+      "index.aggregate_pe_forward",
+      "macro.aaa_corporate_yield",
+      "valuation.revenue_growth",
       "valuation.target_margin",
       "valuation.reinvestment_rate",
       "valuation.cost_of_capital",
@@ -24,7 +27,8 @@
       "valuation.implied_story"
     ],
     "required_fact_types": [
-      "valuation.revenue_growth"
+      "index.aggregate_earnings_yield",
+      "macro.long_bond_yield"
     ]
   },
   "components": {
@@ -45,8 +49,8 @@
   "computation": {
     "dsl_version": "1.1",
     "pipeline": [
-      "master_damodaran.story_dcf",
-      "master_damodaran.reverse_valuation"
+      "master_damodaran.implied_equity_risk_premium",
+      "master_damodaran.premium_versus_long_run_average"
     ]
   },
   "decision": {
@@ -54,7 +58,8 @@
     "common_projection": "common_stance_v1",
     "confidence_calibrator": null,
     "eligibility": [
-      "valuation.revenue_growth"
+      "index.aggregate_earnings_yield",
+      "macro.long_bond_yield"
     ],
     "hard_vetoes": [
       "master_damodaran.story_number_gap",

package/knowledge/solo-test/masters/master_damodaran/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": "sha256:9eb750e5aec2e4b6ef7a7033aba119927d5a6540220d608cbe6fd90eaf255b05",
   "method_model_eligible": false,
   "native_states": [
     "provisional_unvalued",
@@ -26,8 +26,8 @@
   ],
   "persona_id": "master_damodaran",
   "planned_tool_ids": [
-    "master_damodaran.story_dcf",
-    "master_damodaran.reverse_valuation"
+    "master_damodaran.implied_equity_risk_premium",
+    "master_damodaran.premium_versus_long_run_average"
   ],
   "production_eligible": false,
   "review_status": "not_human_reviewed",

package/knowledge/solo-test/masters/master_damodaran/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":"sha256:7f0424103f133db3e2e9f34614f2d59204ddca48d531947a9de8944559a4f970","grade":"E","known_at":"2026-07-27","locator":{"section":"master_damodaran"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:bcabfc2d756d028b0","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_damodaran","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":"sha256:8e68b654954f3bf4ef1d28ff060d3246671dfa0f495fe26ae24dfc1f87ff31e8","grade":"E","known_at":"2026-07-27","locator":{"section":"master_damodaran"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:bcabfc2d756d028b0","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_damodaran","url":"https://github.com/Zhao73/alphacouncil-agent/blob/main/data/persona-v3-build-specs.v1.mjs"}