alphacouncil-agent 0.9.4 → 1.0.1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/.claude-plugin/marketplace.json +3 -3
- package/.claude-plugin/plugin.json +2 -2
- package/.codex-plugin/plugin.json +4 -4
- package/AGENTS.md +25 -11
- package/CHANGELOG.md +146 -0
- package/CLAUDE.md +24 -7
- package/README.ja.md +15 -10
- package/README.md +21 -13
- package/README.zh-CN.md +17 -12
- package/data/authored/core-seats.mjs +808 -0
- package/data/authored/growth-seats.mjs +581 -0
- package/data/authored/index.mjs +114 -0
- package/data/authored/quant-seats.mjs +564 -0
- package/data/authored/value-seats.mjs +663 -0
- package/data/build-profile.v1.json +2 -1
- package/data/council-evaluation-protocol.v1.json +7 -4
- package/data/master-selector-method-locales.v1.mjs +10 -0
- package/data/persona-v3-ai-assisted-solo-profile.v1.json +2 -2
- package/data/persona-v3-build-specs.v1.mjs +60 -3
- package/docs/INSTALL.md +6 -10
- package/docs/personas.md +2 -1
- package/docs/plans/v1.0-roadmap.md +487 -0
- package/docs/plans/v1.1-basket-native-seats.md +267 -0
- package/docs/releases/v0.9.5.md +96 -0
- package/docs/releases/v1.0.0.md +164 -0
- package/docs/report-contract.md +30 -6
- package/knowledge/ai-assisted-solo/experiments/runs/a.json +13 -13
- package/knowledge/ai-assisted-solo/experiments/runs/b.json +2 -2
- package/knowledge/ai-assisted-solo/experiments/runs/c.json +2 -2
- package/knowledge/ai-assisted-solo/experiments/runs/d13.json +126 -126
- package/knowledge/ai-assisted-solo/experiments/runs/d26.json +274 -254
- package/knowledge/ai-assisted-solo/experiments/runs/e-d13.json +129 -129
- package/knowledge/ai-assisted-solo/experiments/runs/e-d26.json +277 -257
- package/knowledge/ai-assisted-solo/experiments/runs/h_ai_reference.json +278 -258
- package/knowledge/ai-assisted-solo/experiments/simulation-input.json +7278 -556
- package/knowledge/ai-assisted-solo/experiments/simulation-manifest.json +22 -22
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_ackman/reviews/{change_value_bridge.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_ackman/reviews/{power_map.ai-review.json → owner_earnings_yield.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_aschenbrenner/reviews/{compute_power_bridge.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_aschenbrenner/reviews/{timeline_reverse_valuation.ai-review.json → price_implied_cash_yield.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_asness/reviews/{crowding_cost_stress.ai-review.json → nominal_earnings_yield_gap.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_asness/reviews/{factor_decomposer.ai-review.json → real_earnings_yield_gap.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_bogle/reviews/expected_return_over_long_bond.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_bogle/reviews/fundamental_expected_return.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_buffett/reviews/{incremental_returns.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_buffett/reviews/{owner_earnings_rebuilder.ai-review.json → owner_earnings_yield.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_burry/reviews/{mispricing_carry.ai-review.json → net_current_asset_surplus_per_share.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_burry/reviews/{capital_structure_reader.ai-review.json → net_current_asset_value_per_share.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_cathie_wood/reviews/{cost_adoption_curve.ai-review.json → current_cash_yield.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_cathie_wood/reviews/{capture_valuation_bridge.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_dalio/reviews/{regime_classifier.ai-review.json → policy_real_rate.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/{master_munger/reviews/incentive_map.ai-review.json → master_dalio/reviews/real_curve_slope.ai-review.json} +51 -51
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_damodaran/reviews/{reverse_valuation.ai-review.json → implied_equity_risk_premium.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_damodaran/reviews/{story_dcf.ai-review.json → premium_versus_long_run_average.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_druckenmiller/reviews/{liquidity_revision_map.ai-review.json → liquidity_curve_impulse.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_druckenmiller/reviews/{inflection_payoff.ai-review.json → policy_real_rate.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_duan_yongping/reviews/{user_value_evidence.ai-review.json → five_year_opportunity_cost.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_duan_yongping/reviews/{opportunity_cost.ai-review.json → margin_retention.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_fisher/reviews/{research_productivity.ai-review.json → margin_retention.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_fisher/reviews/{scuttlebutt_graph.ai-review.json → reinvestment_spread.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/{master_dalio/reviews/debt_driver_stress.ai-review.json → master_forensic_short/reviews/cash_conversion_gap.ai-review.json} +51 -51
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_forensic_short/reviews/{accounting_rebuilder.ai-review.json → cash_cover_of_leverage.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_graham/reviews/{asset_floor.ai-review.json → defensive_hurdle_base.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_graham/reviews/{normalized_earnings.ai-review.json → half_normalised_earnings_yield.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_jhunjhunwala/reviews/{penetration_liquidity.ai-review.json → cash_quality_gap.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_jhunjhunwala/reviews/{promoter_governance.ai-review.json → real_structural_growth.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_klarman/reviews/{recovery_waterfall.ai-review.json → downside_asset_coverage.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_klarman/reviews/{cash_catalyst_compare.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_li_lu/reviews/{promise_integrity_ledger.ai-review.json → cash_backed_decade_return.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_li_lu/reviews/{ten_year_return_bridge.ai-review.json → decade_return_over_long_bond.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_lynch/reviews/{story_numbers_check.ai-review.json → growth_justified_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_lynch/reviews/{category_classifier.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_marks/reviews/{cycle_temperature.ai-review.json → credit_cycle_position.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_marks/reviews/{implied_expectations.ai-review.json → equity_over_corporate_debt.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_munger/reviews/{failure_path_graph.ai-review.json → debt_service_cushion.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_munger/reviews/reported_earnings_cash_gap.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_natenberg/reviews/{surface_builder.ai-review.json → normalised_skew.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_natenberg/reviews/{greeks_payoff.ai-review.json → round_trip_cost.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_pabrai/reviews/{downside_floor.ai-review.json → downside_floor_coverage.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_pabrai/reviews/{discrete_payoff.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_simons/reviews/{leakage_audit.ai-review.json → absolute_session_move.ai-review.json} +42 -42
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_simons/reviews/{oos_cost_test.ai-review.json → session_move_over_implied.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_sinclair/reviews/{realized_vol_forecast.ai-review.json → round_trip_cost.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_sinclair/reviews/{net_edge_sizer.ai-review.json → volatility_per_unit_of_width.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_soros/reviews/{reflexivity_graph.ai-review.json → credit_cycle_position.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_soros/reviews/{reversal_monitor.ai-review.json → financing_burden.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_taleb/reviews/{tail_friction.ai-review.json → debt_service_cushion.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_taleb/reviews/{payoff_ruin.ai-review.json → normalised_skew.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_thorp/reviews/{fractional_kelly.ai-review.json → edge_per_unit_of_volatility.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_thorp/reviews/{edge_recalculator.ai-review.json → net_edge.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/review-manifest.json +288 -270
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/index.json +2 -2
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-extractions/index.json +2 -2
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-skeptic-reviews/index.json +2 -2
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-source-prereviews/index.json +6 -2
- package/knowledge/solo-test/masters/master_ackman/decision_policy.json +122 -11
- package/knowledge/solo-test/masters/master_ackman/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_ackman/manifest.json +13 -6
- package/knowledge/solo-test/masters/master_ackman/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_ackman/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_ackman/tools.json +56 -30
- package/knowledge/solo-test/masters/master_aschenbrenner/decision_policy.json +101 -10
- package/knowledge/solo-test/masters/master_aschenbrenner/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_aschenbrenner/manifest.json +12 -4
- package/knowledge/solo-test/masters/master_aschenbrenner/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_aschenbrenner/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_aschenbrenner/tools.json +56 -30
- package/knowledge/solo-test/masters/master_asness/decision_policy.json +89 -10
- package/knowledge/solo-test/masters/master_asness/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_asness/manifest.json +11 -4
- package/knowledge/solo-test/masters/master_asness/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_asness/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_asness/tools.json +56 -30
- package/knowledge/solo-test/masters/master_bogle/counterfactuals.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/decision_cases.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/decision_policy.json +170 -0
- package/knowledge/solo-test/masters/master_bogle/doctrine.jsonl +14 -0
- package/knowledge/solo-test/masters/master_bogle/evaluation/calibration_cases.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/evaluation/experiments.json +5 -0
- package/knowledge/solo-test/masters/master_bogle/evaluation/golden_cases.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/evaluation/pairwise_cases.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/failures.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/manifest.json +141 -0
- package/knowledge/solo-test/masters/master_bogle/memory_policy.json +5 -0
- package/knowledge/solo-test/masters/master_bogle/provisional-index.json +41 -0
- package/knowledge/solo-test/masters/master_bogle/research_policy.json +11 -0
- package/knowledge/solo-test/masters/master_bogle/sources.jsonl +1 -0
- package/knowledge/solo-test/masters/master_bogle/tools.json +120 -0
- package/knowledge/solo-test/masters/master_bogle/voice.en.md +7 -0
- package/knowledge/solo-test/masters/master_bogle/voice.zh.md +7 -0
- package/knowledge/solo-test/masters/master_buffett/decision_policy.json +102 -11
- package/knowledge/solo-test/masters/master_buffett/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_buffett/manifest.json +10 -4
- package/knowledge/solo-test/masters/master_buffett/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_buffett/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_buffett/tools.json +55 -29
- package/knowledge/solo-test/masters/master_burry/decision_policy.json +102 -12
- package/knowledge/solo-test/masters/master_burry/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_burry/manifest.json +12 -6
- package/knowledge/solo-test/masters/master_burry/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_burry/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_burry/tools.json +56 -30
- package/knowledge/solo-test/masters/master_cathie_wood/decision_policy.json +74 -12
- package/knowledge/solo-test/masters/master_cathie_wood/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_cathie_wood/manifest.json +12 -6
- package/knowledge/solo-test/masters/master_cathie_wood/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_cathie_wood/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_cathie_wood/tools.json +56 -30
- package/knowledge/solo-test/masters/master_dalio/decision_policy.json +123 -16
- package/knowledge/solo-test/masters/master_dalio/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_dalio/manifest.json +10 -4
- package/knowledge/solo-test/masters/master_dalio/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_dalio/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_dalio/tools.json +56 -30
- package/knowledge/solo-test/masters/master_damodaran/decision_policy.json +58 -10
- package/knowledge/solo-test/masters/master_damodaran/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_damodaran/manifest.json +9 -4
- package/knowledge/solo-test/masters/master_damodaran/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_damodaran/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_damodaran/tools.json +54 -28
- package/knowledge/solo-test/masters/master_druckenmiller/decision_policy.json +89 -10
- package/knowledge/solo-test/masters/master_druckenmiller/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_druckenmiller/manifest.json +11 -4
- package/knowledge/solo-test/masters/master_druckenmiller/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_druckenmiller/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_druckenmiller/tools.json +55 -29
- package/knowledge/solo-test/masters/master_duan_yongping/decision_policy.json +138 -13
- package/knowledge/solo-test/masters/master_duan_yongping/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_duan_yongping/manifest.json +17 -7
- package/knowledge/solo-test/masters/master_duan_yongping/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_duan_yongping/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_duan_yongping/tools.json +82 -30
- package/knowledge/solo-test/masters/master_fisher/decision_policy.json +102 -11
- package/knowledge/solo-test/masters/master_fisher/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_fisher/manifest.json +13 -6
- package/knowledge/solo-test/masters/master_fisher/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_fisher/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_fisher/tools.json +58 -32
- package/knowledge/solo-test/masters/master_forensic_short/decision_policy.json +93 -14
- package/knowledge/solo-test/masters/master_forensic_short/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_forensic_short/manifest.json +6 -4
- package/knowledge/solo-test/masters/master_forensic_short/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_forensic_short/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_forensic_short/tools.json +53 -27
- package/knowledge/solo-test/masters/master_graham/decision_policy.json +103 -12
- package/knowledge/solo-test/masters/master_graham/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_graham/manifest.json +12 -4
- package/knowledge/solo-test/masters/master_graham/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_graham/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_graham/tools.json +67 -28
- package/knowledge/solo-test/masters/master_jhunjhunwala/decision_policy.json +77 -12
- package/knowledge/solo-test/masters/master_jhunjhunwala/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_jhunjhunwala/manifest.json +11 -6
- package/knowledge/solo-test/masters/master_jhunjhunwala/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_jhunjhunwala/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_jhunjhunwala/tools.json +54 -28
- package/knowledge/solo-test/masters/master_klarman/decision_policy.json +105 -14
- package/knowledge/solo-test/masters/master_klarman/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_klarman/manifest.json +8 -2
- package/knowledge/solo-test/masters/master_klarman/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_klarman/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_klarman/tools.json +55 -29
- package/knowledge/solo-test/masters/master_li_lu/decision_policy.json +101 -10
- package/knowledge/solo-test/masters/master_li_lu/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_li_lu/manifest.json +13 -6
- package/knowledge/solo-test/masters/master_li_lu/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_li_lu/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_li_lu/tools.json +58 -32
- package/knowledge/solo-test/masters/master_lynch/decision_policy.json +127 -16
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- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_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
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Run every `master_agent` returned by `plan_visible_run` after the evidence and verification barrier, and before the bull/bear debate. Physical v3 agents are explanation workers over an already frozen stance, including `out_of_scope`; append the completed Evidence JSON, require `acknowledged_stance` to match `frozen_stance`, and record each result with `record_master_opinion`. `masters_declined` documents the deterministic result but does not waive a returned visible explanation worker. HARD GATE: `status.json.pending_masters` must be empty before Stage 3.
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Persist each round via `record_visible_decision(run_id, role, packet)` so `all_agents.md` accumulates the full trace. DISPUTED/UNVERIFIABLE claims may appear in a thesis only with an explicit caveat.
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Run one `portfolio_manager` `Task` fed the verified evidence plus all three debate rounds. Record it via `record_visible_decision(run_id, 'portfolio_manager', packet)`, which writes `decision.json` + `final_report.md` and marks the run complete.
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Run one `portfolio_manager` `Task` fed the verified evidence plus all three debate rounds. Record it via `record_visible_decision(run_id, 'portfolio_manager', packet)`, which writes `decision.json` + `final_report.md` and marks the run complete. A successful PM response has `handoff_contract=inline_user_response_v1` and returns `user_response_markdown`; use that Markdown as the final user-facing response body instead of replacing it with a shorter recap. Its last section is the exact selected-seat count and one readable method statement per seat, including deterministic `out_of_scope` statements. Then link the complete report and audit artifacts in an appendix. The saved full report still contains the Analyst Work Log, Bull/Bear Debate record, verification ledger, all mandated sections, data gaps, horizons and `<task>:<source_id>` source table.
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Honest limits: Task fan-out is best-effort, not a guaranteed workflow engine; enforce the barrier by polling artifacts, not by assuming. WebSearch/WebFetch is the only evidence channel (no financial API), so some numeric claims stay "narratively corroborated, not vendor-verified". This is the same auditable contract as the other paths — a stronger runner, not a different audit story.
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- Keep non-public information out of scope unless the user provides the document directly.
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- For exact index / index-futures (incl. night session) / FX / rates / vol / commodity / stock levels, call the **`get_quote`** MCP tool (keyless, ~15m delayed; accepts names like `KOSPI`/`纳指期货`/`VIX`/`美元指数` or raw tickers) and cite it. Web search is the interpretation layer and the fallback when `get_quote` errors — then record the gap in `open_questions`. `get_quote` is delayed market data, never a real-time feed.
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- Full `full_v2` manager reports must include separate visible sections for market expectations / implied beat-miss thresholds, analyst rating or target-price revisions, earnings-call management signals, quant factor / technical risk view, news and management/industry voice signals, short interest / borrow / options where available, strategic transaction or banking-event terms where relevant, data gaps / unavailable data, and separate short-term 1-4 weeks / medium-term 3-6 months / long-term 12 months views. Do not hide these only in the source table. If a data source is unavailable, state that explicitly instead of omitting the section. If no key source is missing, include a data-gaps section saying no critical gaps were found.
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- Quick `quick_v1` reports use the fixed 13-section contract stated above. Do not fail a quick report merely because it lacks full-only quant, event-banking, three-horizon, three-round-Q&A, or adversarial-verifier sections; likewise, never present a passing quick report as full-equivalent.
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"prompt_text": "Compare the two machine records and adjudicate mechanical consistency only. Semantic fidelity to a named investor remains unknown without source and human review; production eligibility must remain false.",
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"result": {
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"bound_adversarial_checker_artifact_hash": "sha256:bef35f440a4a6dd02d6f6e6bbfa22df72605f217a3daa4d1af244fa7148c2d6d",
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"bound_deriver_artifact_hash": "sha256:edb62f13f1bb680779b371f02386f6569f5de2637d6ca1acb6e1b5031bbd4e0c",
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"disagreements": [],
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"human_review_disposition": "not_performed",
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"mechanical_consistency": "pass",
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"production_disposition": "not_eligible",
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"semantic_fidelity": "unknown",
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"status": "machine_consistent_semantics_unknown",
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"unknowns": [
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"semantic_equivalence_to_named_investor_method",
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"subject_hash": "sha256:740028ca15b1503f87615daedf14259fbdeaddff8b4c62892ae0873c24d69d6b"
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"adversarial_checker": {
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"artifact_hash": "sha256:bef35f440a4a6dd02d6f6e6bbfa22df72605f217a3daa4d1af244fa7148c2d6d",
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"machine_actor_id": "alphacouncil.machine.adversarial_checker.v1",
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"prompt_hash": "sha256:02be6f66cac180e9807ff7dd01d530517c8904a4a93002c6840f2c6fd24e190c",
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"prompt_id": "ai_formula_adversarial_checker_v1",
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"prompt_text": "Independently recompute schema hashes, evidence hashes, test vectors, missing-input behavior, and invariants. Record disagreement or unknown explicitly; never trust the deriver result by assertion.",
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"result": {
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"bound_deriver_artifact_hash": "sha256:edb62f13f1bb680779b371f02386f6569f5de2637d6ca1acb6e1b5031bbd4e0c",
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"disagreements": [],
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"independently_recomputed_schema_hashes": {
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"input_schema_hash": "sha256:4762fc24f2bb850aa306c2389878dd6bd78f77c4e38aba6be4315a6defe883b9",
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"output_schema_hash": "sha256:c82d5b82708524d49e9a8f6ab901ee7fdf572f4331eba4d712e109c5123ba76c"
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"value": -7.25
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"value": -7.25
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"invariant_id": "input_schema_hash_exact",
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"invariant_id": "derivation_spec_hash_exact",
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"evidence": "sha256:cc708c389449224a9c7ec6a9fc3a3c0baf50727de2128eacd74932481cef9b5f",
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"invariant_id": "test_vectors_recompute_exact",
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"invariant_id": "missing_input_fails_closed",
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"machine_actor_id": "alphacouncil.machine.deriver.v1",
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"prompt_hash": "sha256:17ddd3b71249532283b685d40b3cae51745eaaf96e4c24fab1f4d6c8f26dedbb",
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"prompt_id": "ai_formula_deriver_v1",
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"prompt_text": "Re-derive test expectations only from the hash-bound DSL formula and executable contracts. Preserve unknown semantic fidelity and never issue a human or production approval.",
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"result": {
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"executable_contract_hash": "sha256:928ed44764e69d29e51f5ade4dcc9cf53b9830b853ba85a41cbe784b3aa53956",
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"formula_contract_hash": "sha256:928ed44764e69d29e51f5ade4dcc9cf53b9830b853ba85a41cbe784b3aa53956",
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"production_disposition": "not_eligible",
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"semantic_fidelity": "unknown",
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"status": "derived",
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"test_vectors": [
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{
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"error_code": null,
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"value": -7.25
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"value": 0
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"value": 13.5
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"vector_id": "finite_positive"
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{
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"value": null
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],
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"vector_plan_hash": "sha256:5465141e821c95d422005c8a9aed8abe48c208f1dcdabfce9d56788365b6f014"
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"total": 4,
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"vectors_hash": "sha256:cc708c389449224a9c7ec6a9fc3a3c0baf50727de2128eacd74932481cef9b5f"
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{
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"artifact_kind": "persona_v3_provisional_formula_derivation_evidence",
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"assurance_class": "provisional_derived_proxy",
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"derivation_spec": {
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"assurance_class": "provisional_derived_proxy",
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"authoring_candidate_hash": "sha256:1c2f2d860e3f6f05cfe6fc7e966142d3ac00ee0bdabc4a2b2e53a352fa80c4fb",
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"derivation_policy": "first_declared_input_to_first_declared_output_identity_v1",
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"derivation_spec_id": "master_ackman.change_value_bridge.prototype_v1.derived_proxy_v1",
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"prototype_content_hash": "sha256:df0cf21474731a972284625235ac06bc492dff331d82ca3fc504685dc3339d61",
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