alphacouncil-agent 0.9.4 → 1.0.1

package/data/build-profile.v1.json

@@ -1,7 +1,8 @@
 {
   "schema_version": 1,
   "channel": "solo_test",
-  "package_version": "0.9.4",
+  "package_version": "1.0.1",
+  "persona_pack_version": "0.9.4",
   "pack_root": "knowledge/solo-test/masters",
   "assurance_class": "provisional_derived_proxy",
   "production_eligible": false,

package/data/council-evaluation-protocol.v1.json

@@ -31,7 +31,7 @@
       "master_druckenmiller",
       "master_buffett"
     ],
-    "canonical_26_master_ids": [
+    "canonical_master_ids": [
       "master_aschenbrenner",
       "master_buffett",
       "master_graham",
@@ -57,7 +57,8 @@
       "master_damodaran",
       "master_taleb",
       "master_natenberg",
-      "master_sinclair"
+      "master_sinclair",
+      "master_bogle"
     ]
   },
   "registration": {
@@ -289,7 +290,8 @@
         "master_damodaran",
         "master_taleb",
         "master_natenberg",
-        "master_sinclair"
+        "master_sinclair",
+        "master_bogle"
       ],
       "verifier_ids": [],
       "base_arm_ids": ["B"],
@@ -380,7 +382,8 @@
         "master_damodaran",
         "master_taleb",
         "master_natenberg",
-        "master_sinclair"
+        "master_sinclair",
+        "master_bogle"
       ],
       "verifier_ids": [],
       "base_arm_ids": ["B"],

package/data/master-selector-method-locales.v1.mjs

@@ -16,6 +16,10 @@ export const MASTER_SELECTOR_METHOD_LOCALES = Object.freeze({
     ja: "リターンをバリュー、モメンタム、クオリティ、ベータ、セクター、混雑度へのエクスポージャーに分解し、残差リターンをアルファとみなす前に検証する。",
     ko: "수익률을 가치, 모멘텀, 퀄리티, 베타, 섹터, 쏠림 노출로 분해한 뒤 잔여 성과를 알파로 간주할 수 있는지 검증한다.",
   }),
+  master_bogle: Object.freeze({
+    ja: "一つの事業ではなく一つのバスケットを評価し、長期期待リターンを配当利回り、利益成長、バリュエーション変化に分解したうえで、長期債利回りと保有コストと比較する。",
+    ko: "개별 기업이 아니라 바스켓을 평가하며, 장기 기대수익률을 배당수익률, 이익 성장, 밸류에이션 변화로 분해한 뒤 장기채 금리와 보유 비용에 견주어 판단한다.",
+  }),
   master_buffett: Object.freeze({
     ja: "理解可能な事業会社を、オーナー利益、持続的な競争優位、資本配分、および保守的な事業価値に対する価格から評価する。",
     ko: "이해 가능한 사업을 소유주 이익, 지속 가능한 경쟁 우위, 자본 배분, 보수적으로 산정한 사업 가치 대비 가격을 통해 평가한다.",
@@ -133,6 +137,12 @@ export const MASTER_SELECTOR_BEST_FOR_LOCALES = Object.freeze({
     ja: "ファクター投資、ポートフォリオ帰属分析、スタイル循環、ポジションの混雑。",
     ko: "팩터 투자, 포트폴리오 성과 귀속, 스타일 순환, 포지션 쏠림.",
   }),
+  master_bogle: Object.freeze({
+    en: "Index funds, ETFs, market-wide expected return, and cost of ownership.",
+    zh: "指数基金、ETF、整体市场预期回报与持有成本。",
+    ja: "インデックスファンド、ETF、市場全体の期待リターン、保有コスト。",
+    ko: "인덱스 펀드, ETF, 시장 전체 기대수익률, 보유 비용.",
+  }),
   master_buffett: Object.freeze({
     en: "Operating businesses, business quality, capital allocation, and intrinsic value.",
     zh: "实体经营企业、商业质量、资本配置与内在价值。",

package/data/persona-v3-ai-assisted-solo-profile.v1.json

@@ -10,12 +10,12 @@
   "production_eligible": false,
   "method_model_eligible": false,
   "requirements": {
-    "physical_solo_packs": 26,
+    "physical_solo_packs": 27,
     "ai_source_prereviews": 32,
     "ai_semantic_extractions": 32,
     "ai_semantic_skeptic_reviews": 32,
     "ai_semantic_adjudications": 32,
-    "ai_formula_cross_reviews": 52,
+    "ai_formula_cross_reviews": 54,
     "independent_roles_per_review": 3,
     "automated_experiment_runs": 8,
     "live_hosts": 4,

package/data/persona-v3-build-specs.v1.mjs

@@ -1,5 +1,5 @@
 /**
- * Canonical, non-production build specifications for the 26 PersonaPack v3 seats.
+ * Canonical, non-production build specifications for the PersonaPack v3 seats.
  *
  * Nothing in this file is evidence of a named person's method. Every method statement is a
  * planning hypothesis inherited from the current selector/prompt material. Source and case
@@ -7,6 +7,8 @@
  * module must never register a production pack or change a seat's maturity.
  */
 
+import { overlayAuthoredSeat } from "./authored/index.mjs";
+
 const PENDING = "pending_human_adjudication";
 
 function source(personaId, number, sourceFamily, acquisitionTarget) {
@@ -1057,6 +1059,50 @@ const seats = [
     },
     limits: ["Production volatility models, signals, portfolios and execution records are proprietary.", "Historical option quote quality and transaction-cost data may be insufficient for realistic reconstruction."],
   }),
+  // The other twenty-six seats price a business. None of them prices a basket, which is why an
+  // index or an ETF drew twenty-six abstentions rather than a number. This seat's method is the
+  // one that natively does.
+  buildSpec({
+    personaId: "master_bogle",
+    promptPath: "personas/masters/masters-value/bogle.md",
+    scope: "Price a basket rather than a business by decomposing the long-run expected return into dividend yield, earnings growth and the change in valuation, then judging it against the long bond and the cost of holding it.",
+    domains: ["index_funds", "exchange_traded_funds", "market_expected_return", "cost_of_ownership"],
+    excludes: ["a judgment on any single operating business", "security selection inside the basket", "a dated call on when a valuation reversion occurs", "manager skill inferred from a fund's past outperformance"],
+    facts: ["index.dividend_yield", "valuation.revenue_growth", "macro.long_bond_yield", "fund.top_ten_weight", "index.aggregate_earnings_yield", "macro.breakeven_inflation"],
+    decision: {
+      schemaId: "expected_market_return_v1",
+      eligibility: ["basket dividend yield", "basket earnings growth", "long bond yield", "holdings concentration"],
+      states: ["insufficient_return_inputs", "overpriced_market", "fair_expected_return", "low_cost_index_candidate"],
+      outputs: ["fundamental expected return", "expected return over the long bond", "valuation component", "breadth of the holding"],
+      failClosed: ["no basket-level yield", "no earnings growth input", "no holdings breakdown"],
+    },
+    tools: [
+      ["master_bogle.fundamental_expected_return", "Add the initial dividend yield to the growth of the underlying businesses.", ["index.fundamental_expected_return"]],
+      ["master_bogle.expected_return_over_long_bond", "Subtract the long bond yield from what the basket can reasonably be expected to deliver.", ["index.expected_return_over_long_bond"]],
+    ],
+    vetoes: [
+      ["master_bogle.expected_return_below_inflation", "Reject when dividend yield plus business growth does not exceed expected inflation, since no reduction in cost rescues a gross return already negative in real terms."],
+      ["master_bogle.single_business", "Decline when the subject is one operating business rather than a basket whose dividends and earnings aggregate."],
+      ["master_bogle.past_performance_claim", "Reject a case for a fund whose support is past outperformance rather than yield, growth and cost."],
+    ],
+    sources: [
+      source("master_bogle", 1, "published_work", "Acquire the author-written books on index investing with edition and page anchors for the return model and the cost argument."),
+      source("master_bogle", 2, "author_signed", "Acquire the signed occasional papers, articles and speeches where the return decomposition is stated with its arithmetic."),
+      source("master_bogle", 3, "institutional_primary", "Acquire fund and index-provider disclosures for expense ratios, dividend yields and the earnings basis behind each published aggregate multiple."),
+    ],
+    cases: {
+      decision: "Acquire dated public statements of expected market return with the yield, growth and valuation inputs frozen as stated at the time." ,
+      failure: "Acquire decade-long periods where the published expected return was materially too low, separating the author's own later commentary from third-party interpretation." ,
+      counterfactual: "Vary dividend yield, earnings growth, the long-run valuation centre, cost and concentration independently while holding the basket fixed." ,
+      golden: "Construct blinded basket cases where the same gross return does or does not survive cost and a valuation reversion, including single businesses whose expected state is an out-of-scope refusal." ,
+    },
+    limits: [
+      "Earnings growth is not published for a basket in this build, so a look-through revenue-growth aggregate stands in for it and that substitution changes the number.",
+      "Aggregate index multiples are quoted on incompatible earnings bases, so a reversion estimate is only meaningful within one basis and cannot be compared across sources.",
+      "Fund cost is not currently produced by the instrument feed, so the cost term depends on an acquisition target rather than on a live fact.",
+      "The method deliberately produces no judgment on a single business, so a large share of the coverage universe is out of scope by construction rather than by evidence gap.",
+    ],
+  }),
 ];
 
 export const personaV3BuildSpecs = Object.freeze({
@@ -1064,7 +1110,7 @@ export const personaV3BuildSpecs = Object.freeze({
   inventory_id: "personapack-v3-build-specs",
   inventory_status: "non_production_planning_only",
   canonical_catalog_source: "mcp/lib/personas/registry.mjs",
-  seat_count: 26,
+  seat_count: seats.length,
   adjudication_policy: Object.freeze({
     method_attribution: PENDING,
     source_grading: PENDING,
@@ -1074,7 +1120,18 @@ export const personaV3BuildSpecs = Object.freeze({
     experiments: "not_started",
     promotion_effect: "none",
   }),
-  seats: Object.freeze(seats),
+  seats: Object.freeze(seats.map(overlayAuthoredSeat)),
 });
 
+/**
+ * How many dedicated tools the whole bench plans.
+ *
+ * Computed from the specs rather than as seats times two: a method that needs a third step to
+ * express itself should be able to declare one without every downstream invariant reading the
+ * extra tool as drift. The count is still exact -- it is simply derived from the one place
+ * that knows it.
+ */
+export const PLANNED_TOOL_COUNT = personaV3BuildSpecs.seats
+  .reduce((total, seat) => total + seat.planned_dedicated_tools.length, 0);
+
 export default personaV3BuildSpecs;

package/docs/INSTALL.md

@@ -10,24 +10,20 @@ plain MCP server in the Claude desktop app.
 ---
 
 
-## GitHub v0.9.4 prerelease
-
-This acceptance release is GitHub-only:
+## Install
 
 ```bash
-npm install -g github:Zhao73/alphacouncil-agent#v0.9.4
+npm install -g alphacouncil-agent
 ```
 
-## npm channel
+That is 1.0.0. To pin the version or install straight from the tag:
 
 ```bash
-npm install -g alphacouncil-agent@next
+npm install -g alphacouncil-agent@1.0.0
+npm install -g github:Zhao73/alphacouncil-agent#v1.0.0
 ```
 
-The GitHub-only 0.9.4 acceptance does not run `npm publish` or change npm dist-tags.
-`alphacouncil-agent@next` installs whichever preview npm currently serves; verify it with
-`npm view alphacouncil-agent dist-tags --json` rather than assuming it is 0.9.4. The
-unqualified package follows the stable `latest` tag.
+`npm view alphacouncil-agent dist-tags --json` shows what each channel currently serves.
 
 Then point any MCP host at the `alphacouncil-agent` binary. For Claude Code:
 

package/docs/personas.md

@@ -52,11 +52,12 @@ To add a role, add one file. It appears in the tool schema automatically.
 | `master_taleb` | master | yes | masters-options, masters-core | deep | Taleb Lens (Convexity and Tails) | tail-risk, convexity, options | original |
 | `master_natenberg` | master | yes | masters-options, masters-core | deep | Natenberg Lens (Volatility Pricing) | implied-volatility, options-pricing, market-making | original |
 | `master_sinclair` | master | yes | masters-options, masters-core | deep | Sinclair Lens (Volatility Trading and Execution) | volatility-forecasting, edge-measurement, position-sizing, options | original |
+| `master_bogle` | master | yes | masters-value, masters-core | deep | Bogle Lens | investment-vs-speculative-return, cost-matters, own-the-basket | John C. Bogle's published writing on index investing (all-rights-reserved) |
 | `source_fidelity` | verifier | yes | verify | fast | Source Fidelity Verifier | citation, primary-source | original |
 | `rederivation` | verifier | yes | verify | fast | Rederivation Verifier | independent-confirmation, cross-check | original |
 | `refuter` | verifier | yes | verify | fast | Refuter | adversarial, disconfirming-search | original |
 
-Totals: 11 evidence analysts, 3 debate roles, 26 masters, 46 files.
+Totals: 11 evidence analysts, 3 debate roles, 27 masters, 47 files.
 
 ## Provenance