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
- package/knowledge/solo-test/masters/master_lynch/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_lynch/manifest.json +14 -6
- package/knowledge/solo-test/masters/master_lynch/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_lynch/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_lynch/tools.json +67 -28
- package/knowledge/solo-test/masters/master_marks/decision_policy.json +71 -9
- package/knowledge/solo-test/masters/master_marks/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_marks/manifest.json +11 -6
- package/knowledge/solo-test/masters/master_marks/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_marks/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_marks/tools.json +54 -28
- package/knowledge/solo-test/masters/master_munger/decision_policy.json +141 -16
- package/knowledge/solo-test/masters/master_munger/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_munger/manifest.json +10 -6
- package/knowledge/solo-test/masters/master_munger/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_munger/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_munger/tools.json +52 -26
- package/knowledge/solo-test/masters/master_natenberg/decision_policy.json +59 -11
- package/knowledge/solo-test/masters/master_natenberg/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_natenberg/manifest.json +9 -6
- package/knowledge/solo-test/masters/master_natenberg/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_natenberg/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_natenberg/tools.json +50 -24
- package/knowledge/solo-test/masters/master_pabrai/decision_policy.json +125 -14
- package/knowledge/solo-test/masters/master_pabrai/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_pabrai/manifest.json +8 -2
- package/knowledge/solo-test/masters/master_pabrai/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_pabrai/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_pabrai/tools.json +55 -29
- package/knowledge/solo-test/masters/master_simons/decision_policy.json +59 -11
- package/knowledge/solo-test/masters/master_simons/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_simons/manifest.json +8 -4
- package/knowledge/solo-test/masters/master_simons/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_simons/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_simons/tools.json +43 -30
- package/knowledge/solo-test/masters/master_sinclair/decision_policy.json +59 -11
- package/knowledge/solo-test/masters/master_sinclair/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_sinclair/manifest.json +8 -6
- package/knowledge/solo-test/masters/master_sinclair/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_sinclair/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_sinclair/tools.json +54 -28
- package/knowledge/solo-test/masters/master_soros/decision_policy.json +98 -10
- package/knowledge/solo-test/masters/master_soros/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_soros/manifest.json +10 -7
- package/knowledge/solo-test/masters/master_soros/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_soros/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_soros/tools.json +54 -28
- package/knowledge/solo-test/masters/master_taleb/decision_policy.json +124 -13
- package/knowledge/solo-test/masters/master_taleb/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_taleb/manifest.json +9 -5
- package/knowledge/solo-test/masters/master_taleb/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_taleb/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_taleb/tools.json +50 -24
- package/knowledge/solo-test/masters/master_thorp/decision_policy.json +61 -13
- package/knowledge/solo-test/masters/master_thorp/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_thorp/manifest.json +11 -6
- package/knowledge/solo-test/masters/master_thorp/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_thorp/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_thorp/tools.json +56 -30
- package/knowledge/solo-test/persona-v3-solo-test-formulas/compilation-manifest.json +290 -264
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_ackman/components/tools.json +58 -32
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_ackman/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_ackman/provisional-derivations/owner_earnings_yield.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_aschenbrenner/components/tools.json +58 -32
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_aschenbrenner/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_aschenbrenner/provisional-derivations/price_implied_cash_yield.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_asness/components/tools.json +58 -32
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_asness/provisional-derivations/nominal_earnings_yield_gap.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_asness/provisional-derivations/real_earnings_yield_gap.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_bogle/components/tools.json +120 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_bogle/provisional-derivations/expected_return_over_long_bond.derived-proxy-evidence.json +77 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_bogle/provisional-derivations/fundamental_expected_return.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_buffett/components/tools.json +57 -31
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_buffett/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_buffett/provisional-derivations/owner_earnings_yield.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_burry/components/tools.json +58 -32
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_burry/provisional-derivations/net_current_asset_surplus_per_share.derived-proxy-evidence.json +77 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_burry/provisional-derivations/net_current_asset_value_per_share.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_cathie_wood/components/tools.json +58 -32
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_cathie_wood/provisional-derivations/current_cash_yield.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_cathie_wood/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_dalio/components/tools.json +58 -32
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_dalio/provisional-derivations/policy_real_rate.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_dalio/provisional-derivations/real_curve_slope.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_damodaran/components/tools.json +56 -30
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_damodaran/provisional-derivations/implied_equity_risk_premium.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_damodaran/provisional-derivations/{reverse_valuation.derived-proxy-evidence.json → premium_versus_long_run_average.derived-proxy-evidence.json} +29 -16
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_druckenmiller/components/tools.json +57 -31
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_druckenmiller/provisional-derivations/liquidity_curve_impulse.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_druckenmiller/provisional-derivations/policy_real_rate.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_duan_yongping/components/tools.json +84 -32
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_duan_yongping/provisional-derivations/five_year_opportunity_cost.derived-proxy-evidence.json +102 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_duan_yongping/provisional-derivations/margin_retention.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_fisher/components/tools.json +60 -34
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_fisher/provisional-derivations/margin_retention.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_fisher/provisional-derivations/reinvestment_spread.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_forensic_short/components/tools.json +55 -29
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_forensic_short/provisional-derivations/{accounting_rebuilder.derived-proxy-evidence.json → cash_conversion_gap.derived-proxy-evidence.json} +28 -15
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_forensic_short/provisional-derivations/cash_cover_of_leverage.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_graham/components/tools.json +69 -30
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_graham/provisional-derivations/defensive_hurdle_base.derived-proxy-evidence.json +89 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_graham/provisional-derivations/half_normalised_earnings_yield.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_jhunjhunwala/components/tools.json +56 -30
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_jhunjhunwala/provisional-derivations/cash_quality_gap.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_jhunjhunwala/provisional-derivations/real_structural_growth.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_klarman/components/tools.json +57 -31
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_klarman/provisional-derivations/downside_asset_coverage.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_klarman/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_li_lu/components/tools.json +60 -34
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_li_lu/provisional-derivations/cash_backed_decade_return.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_li_lu/provisional-derivations/decade_return_over_long_bond.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_lynch/components/tools.json +69 -30
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_lynch/provisional-derivations/growth_justified_capitalisation.derived-proxy-evidence.json +89 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_lynch/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_marks/components/tools.json +56 -30
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_marks/provisional-derivations/credit_cycle_position.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_marks/provisional-derivations/equity_over_corporate_debt.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_munger/components/tools.json +54 -28
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_munger/provisional-derivations/debt_service_cushion.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_munger/provisional-derivations/reported_earnings_cash_gap.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_natenberg/components/tools.json +52 -26
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_natenberg/provisional-derivations/{surface_builder.derived-proxy-evidence.json → normalised_skew.derived-proxy-evidence.json} +27 -14
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_natenberg/provisional-derivations/round_trip_cost.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_pabrai/components/tools.json +57 -31
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_pabrai/provisional-derivations/downside_floor_coverage.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_pabrai/provisional-derivations/market_capitalisation.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_simons/components/tools.json +45 -32
- package/knowledge/solo-test/persona-v3-solo-test-formulas/{master_natenberg/provisional-derivations/greeks_payoff.derived-proxy-evidence.json → master_simons/provisional-derivations/absolute_session_move.derived-proxy-evidence.json} +17 -17
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_simons/provisional-derivations/session_move_over_implied.derived-proxy-evidence.json +77 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_sinclair/components/tools.json +56 -30
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_sinclair/provisional-derivations/round_trip_cost.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_sinclair/provisional-derivations/volatility_per_unit_of_width.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_soros/components/tools.json +56 -30
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_soros/provisional-derivations/credit_cycle_position.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_soros/provisional-derivations/financing_burden.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_taleb/components/tools.json +52 -26
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_taleb/provisional-derivations/debt_service_cushion.derived-proxy-evidence.json +76 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_taleb/provisional-derivations/{tail_friction.derived-proxy-evidence.json → normalised_skew.derived-proxy-evidence.json} +27 -14
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_thorp/components/tools.json +58 -32
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_thorp/provisional-derivations/edge_per_unit_of_volatility.derived-proxy-evidence.json +77 -0
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_thorp/provisional-derivations/net_edge.derived-proxy-evidence.json +76 -0
- package/mcp/lib/breadth.mjs +126 -0
- package/mcp/lib/constants.mjs +15 -0
- package/mcp/lib/damodaran.mjs +119 -0
- package/mcp/lib/fred.mjs +246 -0
- package/mcp/lib/fund-holdings-parsers.mjs +297 -0
- package/mcp/lib/fund-observations.mjs +152 -0
- package/mcp/lib/fundamentals.mjs +806 -0
- package/mcp/lib/funds.mjs +785 -0
- package/mcp/lib/gates.mjs +71 -4
- package/mcp/lib/grounding.mjs +209 -36
- package/mcp/lib/index-aggregate.mjs +733 -0
- package/mcp/lib/insider-ownership.mjs +149 -0
- package/mcp/lib/instrument-facts.mjs +855 -0
- package/mcp/lib/instruments.mjs +216 -0
- package/mcp/lib/markdown.mjs +216 -43
- package/mcp/lib/master-catalog.mjs +4 -0
- package/mcp/lib/orchestrator.mjs +173 -29
- package/mcp/lib/packets.mjs +59 -6
- package/mcp/lib/personas/engine.mjs +23 -10
- package/mcp/lib/personas-v3/deterministic-executor.mjs +13 -2
- package/mcp/lib/personas-v3/ga-external-evidence.mjs +3 -2
- package/mcp/lib/personas-v3/ga-gate.mjs +2 -1
- package/mcp/lib/personas-v3/ga-package-evidence.mjs +5 -4
- package/mcp/lib/personas-v3/grounding-adapter.mjs +309 -2
- package/mcp/lib/personas-v3/production-root.mjs +5 -4
- package/mcp/lib/personas-v3/release-formula-evidence.mjs +14 -7
- package/mcp/lib/personas-v3/release-source-evidence.mjs +2 -1
- package/mcp/lib/personas-v3/releases.mjs +5 -4
- package/mcp/lib/personas-v3/runtime-release-integrity.mjs +6 -5
- package/mcp/lib/personas-v3/semantic-source-adjudication.mjs +2 -1
- package/mcp/lib/personas-v3/semantic-source-extraction.mjs +2 -1
- package/mcp/lib/personas-v3/semantic-source-skeptic-review.mjs +2 -1
- package/mcp/lib/personas-v3/source-review-operations.mjs +3 -2
- package/mcp/lib/personas-v3/staging.mjs +22 -3
- package/mcp/lib/prompts.mjs +87 -3
- package/mcp/lib/quotes.mjs +5 -0
- package/mcp/lib/rpc.mjs +27 -10
- package/mcp/lib/run-store.mjs +5 -3
- package/mcp/lib/sec.mjs +32 -0
- package/mcp/lib/tables.mjs +11 -0
- package/mcp/lib/voice.mjs +122 -0
- package/mcp/lib/xbrl-aggregates.mjs +153 -0
- package/mcp/lib/xbrl-series.mjs +341 -0
- package/mcp/lib/xlsx.mjs +155 -0
- package/package.json +5 -5
- package/personas/masters/masters-value/bogle.md +145 -0
- package/schemas/council-evaluation-protocol-v1.schema.json +2 -2
- package/schemas/persona-v3-ai-assisted-solo-profile-v1.schema.json +2 -2
- package/schemas/persona-v3-ai-machine-simulation-v1.schema.json +1 -1
- package/schemas/persona-v3-build-spec-v1.schema.json +3 -3
- package/schemas/persona-v3-release-formula-review-evidence-v1.schema.json +3 -3
- package/schemas/persona-v3-release-manifest-v1.schema.json +6 -6
- package/schemas/persona-v3-release-source-review-evidence-v1.schema.json +3 -3
- package/schemas/persona-v3-tool-graph-v1.schema.json +1 -1
- package/schemas/source-review-batch-v1.schema.json +9 -9
- package/scripts/assemble-persona-v3-release.mjs +3 -2
- package/scripts/build-persona-v3-solo-test-packs.mjs +6 -8
- package/scripts/check-persona-v3-ga.mjs +1 -1
- package/scripts/check-persona-v3-production-candidates.mjs +1 -1
- package/scripts/compile-persona-v3-formulas.mjs +19 -18
- package/scripts/doctor.mjs +11 -9
- package/scripts/export-persona-source-review-batch.mjs +1 -1
- package/scripts/generate-persona-v3-drafts.mjs +2 -2
- package/scripts/lib/build-profile.mjs +24 -0
- package/scripts/lib/council-evaluation-protocol.mjs +7 -6
- package/scripts/lib/host-capabilities.mjs +2 -1
- package/scripts/lib/packaged-host-parity.mjs +9 -3
- package/scripts/lib/persona-v3-ai-assisted-solo-status.mjs +6 -4
- package/scripts/lib/persona-v3-ai-formula-review.mjs +6 -5
- package/scripts/lib/persona-v3-ai-machine-simulations.mjs +32 -4
- package/scripts/lib/persona-v3-build-specs.mjs +3 -2
- package/scripts/lib/persona-v3-draft-packs.mjs +2 -2
- package/scripts/lib/persona-v3-formula-pipeline.mjs +11 -10
- package/scripts/lib/persona-v3-production-candidates.mjs +10 -9
- package/scripts/lib/persona-v3-solo-formula-pipeline.mjs +188 -16
- package/scripts/lib/persona-v3-solo-test-packs.mjs +112 -11
- package/scripts/package-smoke.mjs +2 -1
- package/scripts/report-persona-corpus-gaps.mjs +4 -1
- package/scripts/review-persona-v3-solo-formulas.mjs +12 -8
- package/scripts/scaffold-persona-v3-staging.mjs +1 -1
- package/skills/agent-skills-governance/SKILL.md +8 -2
- package/skills/alphacouncil-agent/SKILL.md +12 -4
- package/skills/public-equity-investing/SKILL.md +17 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_forensic_short/reviews/borrow_catalyst.ai-review.json +0 -277
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_ackman/provisional-derivations/change_value_bridge.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_ackman/provisional-derivations/power_map.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_aschenbrenner/provisional-derivations/compute_power_bridge.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_aschenbrenner/provisional-derivations/timeline_reverse_valuation.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_asness/provisional-derivations/crowding_cost_stress.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_asness/provisional-derivations/factor_decomposer.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_buffett/provisional-derivations/incremental_returns.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_buffett/provisional-derivations/owner_earnings_rebuilder.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_burry/provisional-derivations/capital_structure_reader.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_burry/provisional-derivations/mispricing_carry.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_cathie_wood/provisional-derivations/capture_valuation_bridge.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_cathie_wood/provisional-derivations/cost_adoption_curve.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_dalio/provisional-derivations/debt_driver_stress.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_dalio/provisional-derivations/regime_classifier.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_damodaran/provisional-derivations/story_dcf.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_druckenmiller/provisional-derivations/inflection_payoff.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_druckenmiller/provisional-derivations/liquidity_revision_map.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_duan_yongping/provisional-derivations/opportunity_cost.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_duan_yongping/provisional-derivations/user_value_evidence.derived-proxy-evidence.json +0 -64
- 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
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_jhunjhunwala/provisional-derivations/penetration_liquidity.derived-proxy-evidence.json +0 -64
- 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
package/knowledge/solo-test/persona-v3-solo-test-formulas/master_natenberg/components/tools.json
CHANGED
|
@@ -1,12 +1,22 @@
|
|
|
1
1
|
[
|
|
2
2
|
{
|
|
3
3
|
"assurance_class": "provisional_derived_proxy",
|
|
4
|
-
"derivation_evidence_hash": "sha256:
|
|
5
|
-
"derivation_spec_hash": "sha256:
|
|
6
|
-
"derivation_spec_id": "master_natenberg.
|
|
4
|
+
"derivation_evidence_hash": "sha256:0fddf8a261c5cc11c66df78ab7561eae8c384b4048d18445ea634c2e0e07e6c8",
|
|
5
|
+
"derivation_spec_hash": "sha256:ce5830892667cd57b430cd002544b938bf624cd7de829fa7ef94c1785191e341",
|
|
6
|
+
"derivation_spec_id": "master_natenberg.normalised_skew.prototype_v1.derived_proxy_v1",
|
|
7
7
|
"dsl_version": "1.1",
|
|
8
|
-
"id": "master_natenberg.
|
|
8
|
+
"id": "master_natenberg.normalised_skew",
|
|
9
9
|
"input_contracts": [
|
|
10
|
+
{
|
|
11
|
+
"on_missing": "fail",
|
|
12
|
+
"period": {
|
|
13
|
+
"alignment": "as_of",
|
|
14
|
+
"basis": "instant",
|
|
15
|
+
"window": null
|
|
16
|
+
},
|
|
17
|
+
"unit": "decimal_volatility_difference",
|
|
18
|
+
"value_kind": "ratio"
|
|
19
|
+
},
|
|
10
20
|
{
|
|
11
21
|
"on_missing": "fail",
|
|
12
22
|
"period": {
|
|
@@ -18,40 +28,43 @@
|
|
|
18
28
|
"value_kind": "ratio"
|
|
19
29
|
}
|
|
20
30
|
],
|
|
21
|
-
"input_schema_hash": "sha256:
|
|
31
|
+
"input_schema_hash": "sha256:ff3efbc58b0aae616776c4b7aba2e78b83425ce8148ade1e94d02d0735d002a7",
|
|
22
32
|
"inputs": [
|
|
33
|
+
{
|
|
34
|
+
"fact_id": "options.skew_25d"
|
|
35
|
+
},
|
|
23
36
|
{
|
|
24
37
|
"fact_id": "options.implied_volatility"
|
|
25
38
|
}
|
|
26
39
|
],
|
|
27
40
|
"intended_use": "local_test_only",
|
|
28
|
-
"kind": "
|
|
41
|
+
"kind": "recomputation",
|
|
29
42
|
"on_missing": "fail",
|
|
30
|
-
"operation": "
|
|
31
|
-
"output_id": "options.
|
|
43
|
+
"operation": "divide",
|
|
44
|
+
"output_id": "options.normalised_skew.master_natenberg",
|
|
32
45
|
"output_period": {
|
|
33
46
|
"alignment": "as_of",
|
|
34
47
|
"basis": "instant",
|
|
35
48
|
"window": null
|
|
36
49
|
},
|
|
37
|
-
"output_schema_hash": "sha256:
|
|
50
|
+
"output_schema_hash": "sha256:578abcaa47f25c2992aa5a89e5251ddabb5cc36c217b4bddf90b9923c62d31ed",
|
|
38
51
|
"production_eligible": false,
|
|
39
52
|
"review_status": "not_human_reviewed",
|
|
40
53
|
"schema_version": 1,
|
|
41
54
|
"source_ids": [
|
|
42
|
-
"derived_proxy:master_natenberg.
|
|
55
|
+
"derived_proxy:master_natenberg.normalised_skew.prototype_v1"
|
|
43
56
|
],
|
|
44
|
-
"unit": "
|
|
57
|
+
"unit": "decimal",
|
|
45
58
|
"value_kind": "ratio",
|
|
46
|
-
"version": "0.
|
|
59
|
+
"version": "0.2.0"
|
|
47
60
|
},
|
|
48
61
|
{
|
|
49
62
|
"assurance_class": "provisional_derived_proxy",
|
|
50
|
-
"derivation_evidence_hash": "sha256:
|
|
51
|
-
"derivation_spec_hash": "sha256:
|
|
52
|
-
"derivation_spec_id": "master_natenberg.
|
|
63
|
+
"derivation_evidence_hash": "sha256:d1d12b82955fd6721189fa4bcfa289a7a90ba276f8030e311a86b35cba6925fc",
|
|
64
|
+
"derivation_spec_hash": "sha256:c2910ac4ca61cc90ecff49a6b782cabcdf9085eda0d0d50175712b5bf6f43b20",
|
|
65
|
+
"derivation_spec_id": "master_natenberg.round_trip_cost.prototype_v1.derived_proxy_v1",
|
|
53
66
|
"dsl_version": "1.1",
|
|
54
|
-
"id": "master_natenberg.
|
|
67
|
+
"id": "master_natenberg.round_trip_cost",
|
|
55
68
|
"input_contracts": [
|
|
56
69
|
{
|
|
57
70
|
"on_missing": "fail",
|
|
@@ -60,35 +73,48 @@
|
|
|
60
73
|
"basis": "instant",
|
|
61
74
|
"window": null
|
|
62
75
|
},
|
|
63
|
-
"unit": "
|
|
76
|
+
"unit": "decimal_of_mid",
|
|
64
77
|
"value_kind": "ratio"
|
|
78
|
+
},
|
|
79
|
+
{
|
|
80
|
+
"on_missing": "fail",
|
|
81
|
+
"period": {
|
|
82
|
+
"alignment": "as_of",
|
|
83
|
+
"basis": "instant",
|
|
84
|
+
"window": null
|
|
85
|
+
},
|
|
86
|
+
"unit": "derived_proxy_scalar",
|
|
87
|
+
"value_kind": "scalar"
|
|
65
88
|
}
|
|
66
89
|
],
|
|
67
|
-
"input_schema_hash": "sha256:
|
|
90
|
+
"input_schema_hash": "sha256:149067ebc40646208b69657400a9e9c9bf634da377c8d803088e55e38fcd4c28",
|
|
68
91
|
"inputs": [
|
|
69
92
|
{
|
|
70
|
-
"fact_id": "
|
|
93
|
+
"fact_id": "execution.bid_ask"
|
|
94
|
+
},
|
|
95
|
+
{
|
|
96
|
+
"literal": 2
|
|
71
97
|
}
|
|
72
98
|
],
|
|
73
99
|
"intended_use": "local_test_only",
|
|
74
|
-
"kind": "
|
|
100
|
+
"kind": "recomputation",
|
|
75
101
|
"on_missing": "fail",
|
|
76
|
-
"operation": "
|
|
77
|
-
"output_id": "
|
|
102
|
+
"operation": "multiply",
|
|
103
|
+
"output_id": "execution.round_trip_cost.master_natenberg",
|
|
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:fb76b4083ebb1d3e6236e5eaa4bf03dbb1eeb4b30615368a1c33a99c88ea66b5",
|
|
84
110
|
"production_eligible": false,
|
|
85
111
|
"review_status": "not_human_reviewed",
|
|
86
112
|
"schema_version": 1,
|
|
87
113
|
"source_ids": [
|
|
88
|
-
"derived_proxy:master_natenberg.
|
|
114
|
+
"derived_proxy:master_natenberg.round_trip_cost.prototype_v1"
|
|
89
115
|
],
|
|
90
|
-
"unit": "
|
|
116
|
+
"unit": "decimal_of_mid",
|
|
91
117
|
"value_kind": "ratio",
|
|
92
|
-
"version": "0.
|
|
118
|
+
"version": "0.2.0"
|
|
93
119
|
}
|
|
94
120
|
]
|
|
@@ -4,11 +4,24 @@
|
|
|
4
4
|
"derivation_spec": {
|
|
5
5
|
"artifact_kind": "persona_v3_provisional_formula_derivation_spec",
|
|
6
6
|
"assurance_class": "provisional_derived_proxy",
|
|
7
|
-
"authoring_candidate_hash": "sha256:
|
|
8
|
-
"derivation_policy": "
|
|
9
|
-
"derivation_spec_id": "master_natenberg.
|
|
7
|
+
"authoring_candidate_hash": "sha256:8d663341e65aaba71401c6b33a38d3a7ef0f37969810be9887d1fd1f9827f79a",
|
|
8
|
+
"derivation_policy": "ai_authored_method_formula_v1",
|
|
9
|
+
"derivation_spec_id": "master_natenberg.normalised_skew.prototype_v1.derived_proxy_v1",
|
|
10
10
|
"formula": {
|
|
11
11
|
"inputs": [
|
|
12
|
+
{
|
|
13
|
+
"on_missing": "fail",
|
|
14
|
+
"operand": {
|
|
15
|
+
"fact_id": "options.skew_25d"
|
|
16
|
+
},
|
|
17
|
+
"period": {
|
|
18
|
+
"alignment": "as_of",
|
|
19
|
+
"basis": "instant",
|
|
20
|
+
"window": null
|
|
21
|
+
},
|
|
22
|
+
"unit": "decimal_volatility_difference",
|
|
23
|
+
"value_kind": "ratio"
|
|
24
|
+
},
|
|
12
25
|
{
|
|
13
26
|
"on_missing": "fail",
|
|
14
27
|
"operand": {
|
|
@@ -23,34 +36,34 @@
|
|
|
23
36
|
"value_kind": "ratio"
|
|
24
37
|
}
|
|
25
38
|
],
|
|
26
|
-
"kind": "
|
|
39
|
+
"kind": "recomputation",
|
|
27
40
|
"on_missing": "fail",
|
|
28
|
-
"operation": "
|
|
41
|
+
"operation": "divide",
|
|
29
42
|
"output": {
|
|
30
|
-
"output_id": "options.
|
|
43
|
+
"output_id": "options.normalised_skew.master_natenberg",
|
|
31
44
|
"period": {
|
|
32
45
|
"alignment": "as_of",
|
|
33
46
|
"basis": "instant",
|
|
34
47
|
"window": null
|
|
35
48
|
},
|
|
36
|
-
"unit": "
|
|
49
|
+
"unit": "decimal",
|
|
37
50
|
"value_kind": "ratio"
|
|
38
51
|
},
|
|
39
|
-
"version": "0.
|
|
52
|
+
"version": "0.2.0"
|
|
40
53
|
},
|
|
41
54
|
"input_contract_source": "grounding_adapter_canonical_contract_v1",
|
|
42
55
|
"persona_id": "master_natenberg",
|
|
43
|
-
"prototype_content_hash": "sha256:
|
|
44
|
-
"prototype_id": "master_natenberg.
|
|
56
|
+
"prototype_content_hash": "sha256:c18f4e1427b5762bdfd2661aeeed9cb77bd1e10662946dce140292720f351940",
|
|
57
|
+
"prototype_id": "master_natenberg.normalised_skew.prototype_v1",
|
|
45
58
|
"schema_version": 1,
|
|
46
|
-
"tool_id": "master_natenberg.
|
|
59
|
+
"tool_id": "master_natenberg.normalised_skew"
|
|
47
60
|
},
|
|
48
|
-
"derivation_spec_hash": "sha256:
|
|
61
|
+
"derivation_spec_hash": "sha256:ce5830892667cd57b430cd002544b938bf624cd7de829fa7ef94c1785191e341",
|
|
49
62
|
"human_reviewer_ids": [],
|
|
50
63
|
"intended_use": "local_test_only",
|
|
51
64
|
"limitations": [
|
|
52
|
-
"
|
|
53
|
-
"
|
|
65
|
+
"ai_authored_candidate_formula_not_human_reviewed",
|
|
66
|
+
"thresholds_are_derived_from_published_method_writing_not_adjudicated",
|
|
54
67
|
"no_human_formula_review_or_cryptographic_approval_exists",
|
|
55
68
|
"must_not_be_used_for_production_admission_release_or_method_model_claims"
|
|
56
69
|
],
|
|
@@ -0,0 +1,76 @@
|
|
|
1
|
+
{
|
|
2
|
+
"artifact_kind": "persona_v3_provisional_formula_derivation_evidence",
|
|
3
|
+
"assurance_class": "provisional_derived_proxy",
|
|
4
|
+
"derivation_spec": {
|
|
5
|
+
"artifact_kind": "persona_v3_provisional_formula_derivation_spec",
|
|
6
|
+
"assurance_class": "provisional_derived_proxy",
|
|
7
|
+
"authoring_candidate_hash": "sha256:113ce391f4063f1a7bab6a33fa827d0e4476da1cf4d6a92b5e2c4e4e0b11ace3",
|
|
8
|
+
"derivation_policy": "ai_authored_method_formula_v1",
|
|
9
|
+
"derivation_spec_id": "master_natenberg.round_trip_cost.prototype_v1.derived_proxy_v1",
|
|
10
|
+
"formula": {
|
|
11
|
+
"inputs": [
|
|
12
|
+
{
|
|
13
|
+
"on_missing": "fail",
|
|
14
|
+
"operand": {
|
|
15
|
+
"fact_id": "execution.bid_ask"
|
|
16
|
+
},
|
|
17
|
+
"period": {
|
|
18
|
+
"alignment": "as_of",
|
|
19
|
+
"basis": "instant",
|
|
20
|
+
"window": null
|
|
21
|
+
},
|
|
22
|
+
"unit": "decimal_of_mid",
|
|
23
|
+
"value_kind": "ratio"
|
|
24
|
+
},
|
|
25
|
+
{
|
|
26
|
+
"on_missing": "fail",
|
|
27
|
+
"operand": {
|
|
28
|
+
"literal": 2
|
|
29
|
+
},
|
|
30
|
+
"period": {
|
|
31
|
+
"alignment": "as_of",
|
|
32
|
+
"basis": "instant",
|
|
33
|
+
"window": null
|
|
34
|
+
},
|
|
35
|
+
"unit": "derived_proxy_scalar",
|
|
36
|
+
"value_kind": "scalar"
|
|
37
|
+
}
|
|
38
|
+
],
|
|
39
|
+
"kind": "recomputation",
|
|
40
|
+
"on_missing": "fail",
|
|
41
|
+
"operation": "multiply",
|
|
42
|
+
"output": {
|
|
43
|
+
"output_id": "execution.round_trip_cost.master_natenberg",
|
|
44
|
+
"period": {
|
|
45
|
+
"alignment": "as_of",
|
|
46
|
+
"basis": "instant",
|
|
47
|
+
"window": null
|
|
48
|
+
},
|
|
49
|
+
"unit": "decimal_of_mid",
|
|
50
|
+
"value_kind": "ratio"
|
|
51
|
+
},
|
|
52
|
+
"version": "0.2.0"
|
|
53
|
+
},
|
|
54
|
+
"input_contract_source": "grounding_adapter_canonical_contract_v1",
|
|
55
|
+
"persona_id": "master_natenberg",
|
|
56
|
+
"prototype_content_hash": "sha256:c18f4e1427b5762bdfd2661aeeed9cb77bd1e10662946dce140292720f351940",
|
|
57
|
+
"prototype_id": "master_natenberg.round_trip_cost.prototype_v1",
|
|
58
|
+
"schema_version": 1,
|
|
59
|
+
"tool_id": "master_natenberg.round_trip_cost"
|
|
60
|
+
},
|
|
61
|
+
"derivation_spec_hash": "sha256:c2910ac4ca61cc90ecff49a6b782cabcdf9085eda0d0d50175712b5bf6f43b20",
|
|
62
|
+
"human_reviewer_ids": [],
|
|
63
|
+
"intended_use": "local_test_only",
|
|
64
|
+
"limitations": [
|
|
65
|
+
"ai_authored_candidate_formula_not_human_reviewed",
|
|
66
|
+
"thresholds_are_derived_from_published_method_writing_not_adjudicated",
|
|
67
|
+
"no_human_formula_review_or_cryptographic_approval_exists",
|
|
68
|
+
"must_not_be_used_for_production_admission_release_or_method_model_claims"
|
|
69
|
+
],
|
|
70
|
+
"method_model_eligible": false,
|
|
71
|
+
"production_effect": "none",
|
|
72
|
+
"production_eligible": false,
|
|
73
|
+
"review_status": "not_human_reviewed",
|
|
74
|
+
"schema_version": 1,
|
|
75
|
+
"signature_count": 0
|
|
76
|
+
}
|
package/knowledge/solo-test/persona-v3-solo-test-formulas/master_pabrai/components/tools.json
CHANGED
|
@@ -1,11 +1,11 @@
|
|
|
1
1
|
[
|
|
2
2
|
{
|
|
3
3
|
"assurance_class": "provisional_derived_proxy",
|
|
4
|
-
"derivation_evidence_hash": "sha256:
|
|
5
|
-
"derivation_spec_hash": "sha256:
|
|
6
|
-
"derivation_spec_id": "master_pabrai.
|
|
4
|
+
"derivation_evidence_hash": "sha256:dbaf95615491368ee7d0ee9d63d4143776f7d6df380e16411543131a5d9d55ad",
|
|
5
|
+
"derivation_spec_hash": "sha256:20464fce3aa94ceb8173ed418670b029460bd472b798d3a0ae8eeeaeb935643f",
|
|
6
|
+
"derivation_spec_id": "master_pabrai.market_capitalisation.prototype_v1.derived_proxy_v1",
|
|
7
7
|
"dsl_version": "1.1",
|
|
8
|
-
"id": "master_pabrai.
|
|
8
|
+
"id": "master_pabrai.market_capitalisation",
|
|
9
9
|
"input_contracts": [
|
|
10
10
|
{
|
|
11
11
|
"on_missing": "fail",
|
|
@@ -14,44 +14,57 @@
|
|
|
14
14
|
"basis": "instant",
|
|
15
15
|
"window": null
|
|
16
16
|
},
|
|
17
|
-
"unit": "
|
|
18
|
-
"value_kind": "
|
|
17
|
+
"unit": "currency_units",
|
|
18
|
+
"value_kind": "monetary"
|
|
19
|
+
},
|
|
20
|
+
{
|
|
21
|
+
"on_missing": "fail",
|
|
22
|
+
"period": {
|
|
23
|
+
"alignment": "as_of",
|
|
24
|
+
"basis": "instant",
|
|
25
|
+
"window": null
|
|
26
|
+
},
|
|
27
|
+
"unit": "shares",
|
|
28
|
+
"value_kind": "count"
|
|
19
29
|
}
|
|
20
30
|
],
|
|
21
|
-
"input_schema_hash": "sha256:
|
|
31
|
+
"input_schema_hash": "sha256:d5a48e946dc60eca62ee128d1d9caaa619a067193afa321ddf40b3b19343108e",
|
|
22
32
|
"inputs": [
|
|
23
33
|
{
|
|
24
|
-
"fact_id": "
|
|
34
|
+
"fact_id": "market.price"
|
|
35
|
+
},
|
|
36
|
+
{
|
|
37
|
+
"fact_id": "capital_allocation.share_count"
|
|
25
38
|
}
|
|
26
39
|
],
|
|
27
40
|
"intended_use": "local_test_only",
|
|
28
|
-
"kind": "
|
|
41
|
+
"kind": "recomputation",
|
|
29
42
|
"on_missing": "fail",
|
|
30
|
-
"operation": "
|
|
31
|
-
"output_id": "valuation.
|
|
43
|
+
"operation": "multiply",
|
|
44
|
+
"output_id": "valuation.market_capitalisation.master_pabrai",
|
|
32
45
|
"output_period": {
|
|
33
46
|
"alignment": "as_of",
|
|
34
47
|
"basis": "instant",
|
|
35
48
|
"window": null
|
|
36
49
|
},
|
|
37
|
-
"output_schema_hash": "sha256:
|
|
50
|
+
"output_schema_hash": "sha256:0416eb1dff9c1fcef9aee937d045c5d9193666625b384f33d8427ac53152158d",
|
|
38
51
|
"production_eligible": false,
|
|
39
52
|
"review_status": "not_human_reviewed",
|
|
40
53
|
"schema_version": 1,
|
|
41
54
|
"source_ids": [
|
|
42
|
-
"derived_proxy:master_pabrai.
|
|
55
|
+
"derived_proxy:master_pabrai.market_capitalisation.prototype_v1"
|
|
43
56
|
],
|
|
44
|
-
"unit": "
|
|
45
|
-
"value_kind": "
|
|
46
|
-
"version": "0.
|
|
57
|
+
"unit": "currency_units",
|
|
58
|
+
"value_kind": "monetary",
|
|
59
|
+
"version": "0.2.0"
|
|
47
60
|
},
|
|
48
61
|
{
|
|
49
62
|
"assurance_class": "provisional_derived_proxy",
|
|
50
|
-
"derivation_evidence_hash": "sha256:
|
|
51
|
-
"derivation_spec_hash": "sha256:
|
|
52
|
-
"derivation_spec_id": "master_pabrai.
|
|
63
|
+
"derivation_evidence_hash": "sha256:be02355e7a36dd6c79a94b56686b8ad2cae398f0bbe60b6811919f6bb744f3d8",
|
|
64
|
+
"derivation_spec_hash": "sha256:c0d57680183d9dd1aa1652c990f2aafb2a70547471d3335489e91d101467cbc5",
|
|
65
|
+
"derivation_spec_id": "master_pabrai.downside_floor_coverage.prototype_v1.derived_proxy_v1",
|
|
53
66
|
"dsl_version": "1.1",
|
|
54
|
-
"id": "master_pabrai.
|
|
67
|
+
"id": "master_pabrai.downside_floor_coverage",
|
|
55
68
|
"input_contracts": [
|
|
56
69
|
{
|
|
57
70
|
"on_missing": "fail",
|
|
@@ -60,35 +73,48 @@
|
|
|
60
73
|
"basis": "instant",
|
|
61
74
|
"window": null
|
|
62
75
|
},
|
|
63
|
-
"unit": "
|
|
64
|
-
"value_kind": "
|
|
76
|
+
"unit": "currency_units",
|
|
77
|
+
"value_kind": "monetary"
|
|
78
|
+
},
|
|
79
|
+
{
|
|
80
|
+
"on_missing": "fail",
|
|
81
|
+
"period": {
|
|
82
|
+
"alignment": "as_of",
|
|
83
|
+
"basis": "instant",
|
|
84
|
+
"window": null
|
|
85
|
+
},
|
|
86
|
+
"unit": "currency_units",
|
|
87
|
+
"value_kind": "monetary"
|
|
65
88
|
}
|
|
66
89
|
],
|
|
67
|
-
"input_schema_hash": "sha256:
|
|
90
|
+
"input_schema_hash": "sha256:75c1bb6f30918a17cae0fe6b7e4bdb32c1db41c95596d29f393daeb301db8a85",
|
|
68
91
|
"inputs": [
|
|
69
92
|
{
|
|
70
93
|
"fact_id": "valuation.downside_floor"
|
|
94
|
+
},
|
|
95
|
+
{
|
|
96
|
+
"output_id": "valuation.market_capitalisation.master_pabrai"
|
|
71
97
|
}
|
|
72
98
|
],
|
|
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.downside_floor_coverage.master_pabrai",
|
|
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:f3bdb4f0e95602a01584cfe01d2fcadee03c831729e70dde845b227240f7d78d",
|
|
84
110
|
"production_eligible": false,
|
|
85
111
|
"review_status": "not_human_reviewed",
|
|
86
112
|
"schema_version": 1,
|
|
87
113
|
"source_ids": [
|
|
88
|
-
"derived_proxy:master_pabrai.
|
|
114
|
+
"derived_proxy:master_pabrai.downside_floor_coverage.prototype_v1"
|
|
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
|
]
|
|
@@ -0,0 +1,76 @@
|
|
|
1
|
+
{
|
|
2
|
+
"artifact_kind": "persona_v3_provisional_formula_derivation_evidence",
|
|
3
|
+
"assurance_class": "provisional_derived_proxy",
|
|
4
|
+
"derivation_spec": {
|
|
5
|
+
"artifact_kind": "persona_v3_provisional_formula_derivation_spec",
|
|
6
|
+
"assurance_class": "provisional_derived_proxy",
|
|
7
|
+
"authoring_candidate_hash": "sha256:e05fd4fdbb3b1411a88ed32e472ccb0ff771508227dbf9102c9bbcb632410118",
|
|
8
|
+
"derivation_policy": "ai_authored_method_formula_v1",
|
|
9
|
+
"derivation_spec_id": "master_pabrai.downside_floor_coverage.prototype_v1.derived_proxy_v1",
|
|
10
|
+
"formula": {
|
|
11
|
+
"inputs": [
|
|
12
|
+
{
|
|
13
|
+
"on_missing": "fail",
|
|
14
|
+
"operand": {
|
|
15
|
+
"fact_id": "valuation.downside_floor"
|
|
16
|
+
},
|
|
17
|
+
"period": {
|
|
18
|
+
"alignment": "as_of",
|
|
19
|
+
"basis": "instant",
|
|
20
|
+
"window": null
|
|
21
|
+
},
|
|
22
|
+
"unit": "currency_units",
|
|
23
|
+
"value_kind": "monetary"
|
|
24
|
+
},
|
|
25
|
+
{
|
|
26
|
+
"on_missing": "fail",
|
|
27
|
+
"operand": {
|
|
28
|
+
"output_id": "valuation.market_capitalisation.master_pabrai"
|
|
29
|
+
},
|
|
30
|
+
"period": {
|
|
31
|
+
"alignment": "as_of",
|
|
32
|
+
"basis": "instant",
|
|
33
|
+
"window": null
|
|
34
|
+
},
|
|
35
|
+
"unit": "currency_units",
|
|
36
|
+
"value_kind": "monetary"
|
|
37
|
+
}
|
|
38
|
+
],
|
|
39
|
+
"kind": "recomputation",
|
|
40
|
+
"on_missing": "fail",
|
|
41
|
+
"operation": "divide",
|
|
42
|
+
"output": {
|
|
43
|
+
"output_id": "valuation.downside_floor_coverage.master_pabrai",
|
|
44
|
+
"period": {
|
|
45
|
+
"alignment": "as_of",
|
|
46
|
+
"basis": "instant",
|
|
47
|
+
"window": null
|
|
48
|
+
},
|
|
49
|
+
"unit": "decimal",
|
|
50
|
+
"value_kind": "ratio"
|
|
51
|
+
},
|
|
52
|
+
"version": "0.2.0"
|
|
53
|
+
},
|
|
54
|
+
"input_contract_source": "grounding_adapter_canonical_contract_v1",
|
|
55
|
+
"persona_id": "master_pabrai",
|
|
56
|
+
"prototype_content_hash": "sha256:6c8726536b236a2353b26a83451dd34015daea6a8e6f0bd247e032b2dc6fcc3b",
|
|
57
|
+
"prototype_id": "master_pabrai.downside_floor_coverage.prototype_v1",
|
|
58
|
+
"schema_version": 1,
|
|
59
|
+
"tool_id": "master_pabrai.downside_floor_coverage"
|
|
60
|
+
},
|
|
61
|
+
"derivation_spec_hash": "sha256:c0d57680183d9dd1aa1652c990f2aafb2a70547471d3335489e91d101467cbc5",
|
|
62
|
+
"human_reviewer_ids": [],
|
|
63
|
+
"intended_use": "local_test_only",
|
|
64
|
+
"limitations": [
|
|
65
|
+
"ai_authored_candidate_formula_not_human_reviewed",
|
|
66
|
+
"thresholds_are_derived_from_published_method_writing_not_adjudicated",
|
|
67
|
+
"no_human_formula_review_or_cryptographic_approval_exists",
|
|
68
|
+
"must_not_be_used_for_production_admission_release_or_method_model_claims"
|
|
69
|
+
],
|
|
70
|
+
"method_model_eligible": false,
|
|
71
|
+
"production_effect": "none",
|
|
72
|
+
"production_eligible": false,
|
|
73
|
+
"review_status": "not_human_reviewed",
|
|
74
|
+
"schema_version": 1,
|
|
75
|
+
"signature_count": 0
|
|
76
|
+
}
|
|
@@ -0,0 +1,76 @@
|
|
|
1
|
+
{
|
|
2
|
+
"artifact_kind": "persona_v3_provisional_formula_derivation_evidence",
|
|
3
|
+
"assurance_class": "provisional_derived_proxy",
|
|
4
|
+
"derivation_spec": {
|
|
5
|
+
"artifact_kind": "persona_v3_provisional_formula_derivation_spec",
|
|
6
|
+
"assurance_class": "provisional_derived_proxy",
|
|
7
|
+
"authoring_candidate_hash": "sha256:c13eae10ef053e72d9393e1e5f128bc1be620297e0737fff467c34d6a757bb18",
|
|
8
|
+
"derivation_policy": "ai_authored_method_formula_v1",
|
|
9
|
+
"derivation_spec_id": "master_pabrai.market_capitalisation.prototype_v1.derived_proxy_v1",
|
|
10
|
+
"formula": {
|
|
11
|
+
"inputs": [
|
|
12
|
+
{
|
|
13
|
+
"on_missing": "fail",
|
|
14
|
+
"operand": {
|
|
15
|
+
"fact_id": "market.price"
|
|
16
|
+
},
|
|
17
|
+
"period": {
|
|
18
|
+
"alignment": "as_of",
|
|
19
|
+
"basis": "instant",
|
|
20
|
+
"window": null
|
|
21
|
+
},
|
|
22
|
+
"unit": "currency_units",
|
|
23
|
+
"value_kind": "monetary"
|
|
24
|
+
},
|
|
25
|
+
{
|
|
26
|
+
"on_missing": "fail",
|
|
27
|
+
"operand": {
|
|
28
|
+
"fact_id": "capital_allocation.share_count"
|
|
29
|
+
},
|
|
30
|
+
"period": {
|
|
31
|
+
"alignment": "as_of",
|
|
32
|
+
"basis": "instant",
|
|
33
|
+
"window": null
|
|
34
|
+
},
|
|
35
|
+
"unit": "shares",
|
|
36
|
+
"value_kind": "count"
|
|
37
|
+
}
|
|
38
|
+
],
|
|
39
|
+
"kind": "recomputation",
|
|
40
|
+
"on_missing": "fail",
|
|
41
|
+
"operation": "multiply",
|
|
42
|
+
"output": {
|
|
43
|
+
"output_id": "valuation.market_capitalisation.master_pabrai",
|
|
44
|
+
"period": {
|
|
45
|
+
"alignment": "as_of",
|
|
46
|
+
"basis": "instant",
|
|
47
|
+
"window": null
|
|
48
|
+
},
|
|
49
|
+
"unit": "currency_units",
|
|
50
|
+
"value_kind": "monetary"
|
|
51
|
+
},
|
|
52
|
+
"version": "0.2.0"
|
|
53
|
+
},
|
|
54
|
+
"input_contract_source": "grounding_adapter_canonical_contract_v1",
|
|
55
|
+
"persona_id": "master_pabrai",
|
|
56
|
+
"prototype_content_hash": "sha256:6c8726536b236a2353b26a83451dd34015daea6a8e6f0bd247e032b2dc6fcc3b",
|
|
57
|
+
"prototype_id": "master_pabrai.market_capitalisation.prototype_v1",
|
|
58
|
+
"schema_version": 1,
|
|
59
|
+
"tool_id": "master_pabrai.market_capitalisation"
|
|
60
|
+
},
|
|
61
|
+
"derivation_spec_hash": "sha256:20464fce3aa94ceb8173ed418670b029460bd472b798d3a0ae8eeeaeb935643f",
|
|
62
|
+
"human_reviewer_ids": [],
|
|
63
|
+
"intended_use": "local_test_only",
|
|
64
|
+
"limitations": [
|
|
65
|
+
"ai_authored_candidate_formula_not_human_reviewed",
|
|
66
|
+
"thresholds_are_derived_from_published_method_writing_not_adjudicated",
|
|
67
|
+
"no_human_formula_review_or_cryptographic_approval_exists",
|
|
68
|
+
"must_not_be_used_for_production_admission_release_or_method_model_claims"
|
|
69
|
+
],
|
|
70
|
+
"method_model_eligible": false,
|
|
71
|
+
"production_effect": "none",
|
|
72
|
+
"production_eligible": false,
|
|
73
|
+
"review_status": "not_human_reviewed",
|
|
74
|
+
"schema_version": 1,
|
|
75
|
+
"signature_count": 0
|
|
76
|
+
}
|