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.
Files changed (481) hide show
  1. package/.claude-plugin/marketplace.json +3 -3
  2. package/.claude-plugin/plugin.json +2 -2
  3. package/.codex-plugin/plugin.json +4 -4
  4. package/AGENTS.md +25 -11
  5. package/CHANGELOG.md +146 -0
  6. package/CLAUDE.md +24 -7
  7. package/README.ja.md +15 -10
  8. package/README.md +21 -13
  9. package/README.zh-CN.md +17 -12
  10. package/data/authored/core-seats.mjs +808 -0
  11. package/data/authored/growth-seats.mjs +581 -0
  12. package/data/authored/index.mjs +114 -0
  13. package/data/authored/quant-seats.mjs +564 -0
  14. package/data/authored/value-seats.mjs +663 -0
  15. package/data/build-profile.v1.json +2 -1
  16. package/data/council-evaluation-protocol.v1.json +7 -4
  17. package/data/master-selector-method-locales.v1.mjs +10 -0
  18. package/data/persona-v3-ai-assisted-solo-profile.v1.json +2 -2
  19. package/data/persona-v3-build-specs.v1.mjs +60 -3
  20. package/docs/INSTALL.md +6 -10
  21. package/docs/personas.md +2 -1
  22. package/docs/plans/v1.0-roadmap.md +487 -0
  23. package/docs/plans/v1.1-basket-native-seats.md +267 -0
  24. package/docs/releases/v0.9.5.md +96 -0
  25. package/docs/releases/v1.0.0.md +164 -0
  26. package/docs/report-contract.md +30 -6
  27. package/knowledge/ai-assisted-solo/experiments/runs/a.json +13 -13
  28. package/knowledge/ai-assisted-solo/experiments/runs/b.json +2 -2
  29. package/knowledge/ai-assisted-solo/experiments/runs/c.json +2 -2
  30. package/knowledge/ai-assisted-solo/experiments/runs/d13.json +126 -126
  31. package/knowledge/ai-assisted-solo/experiments/runs/d26.json +274 -254
  32. package/knowledge/ai-assisted-solo/experiments/runs/e-d13.json +129 -129
  33. package/knowledge/ai-assisted-solo/experiments/runs/e-d26.json +277 -257
  34. package/knowledge/ai-assisted-solo/experiments/runs/h_ai_reference.json +278 -258
  35. package/knowledge/ai-assisted-solo/experiments/simulation-input.json +7278 -556
  36. package/knowledge/ai-assisted-solo/experiments/simulation-manifest.json +22 -22
  37. 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
  38. 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
  39. 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
  40. 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
  41. 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
  42. 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
  43. package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_bogle/reviews/expected_return_over_long_bond.ai-review.json +277 -0
  44. package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_bogle/reviews/fundamental_expected_return.ai-review.json +277 -0
  45. 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
  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
  47. 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
  48. 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
  49. 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
  50. 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
  51. 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
  52. 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
  53. 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
  54. 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
  55. 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
  56. 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
  57. 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
  58. 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
  59. 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
  60. 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
  61. 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
  62. 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
  63. 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
  64. 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
  65. 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
  66. 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
  67. 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
  68. 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
  69. 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
  70. 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
  71. 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
  72. 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
  73. 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
  74. 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
  75. 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
  76. package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_munger/reviews/reported_earnings_cash_gap.ai-review.json +277 -0
  77. 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
  78. 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
  79. 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
  80. 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
  81. 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
  82. 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
  83. 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
  84. 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
  85. 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
  86. 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
  87. 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
  88. 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
  89. 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
  90. 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
  91. package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/review-manifest.json +288 -270
  92. package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/index.json +2 -2
  93. package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-extractions/index.json +2 -2
  94. package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-skeptic-reviews/index.json +2 -2
  95. package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-source-prereviews/index.json +6 -2
  96. package/knowledge/solo-test/masters/master_ackman/decision_policy.json +122 -11
  97. package/knowledge/solo-test/masters/master_ackman/doctrine.jsonl +2 -2
  98. package/knowledge/solo-test/masters/master_ackman/manifest.json +13 -6
  99. package/knowledge/solo-test/masters/master_ackman/provisional-index.json +3 -3
  100. package/knowledge/solo-test/masters/master_ackman/sources.jsonl +1 -1
  101. package/knowledge/solo-test/masters/master_ackman/tools.json +56 -30
  102. package/knowledge/solo-test/masters/master_aschenbrenner/decision_policy.json +101 -10
  103. package/knowledge/solo-test/masters/master_aschenbrenner/doctrine.jsonl +2 -2
  104. package/knowledge/solo-test/masters/master_aschenbrenner/manifest.json +12 -4
  105. package/knowledge/solo-test/masters/master_aschenbrenner/provisional-index.json +3 -3
  106. package/knowledge/solo-test/masters/master_aschenbrenner/sources.jsonl +1 -1
  107. package/knowledge/solo-test/masters/master_aschenbrenner/tools.json +56 -30
  108. package/knowledge/solo-test/masters/master_asness/decision_policy.json +89 -10
  109. package/knowledge/solo-test/masters/master_asness/doctrine.jsonl +2 -2
  110. package/knowledge/solo-test/masters/master_asness/manifest.json +11 -4
  111. package/knowledge/solo-test/masters/master_asness/provisional-index.json +3 -3
  112. package/knowledge/solo-test/masters/master_asness/sources.jsonl +1 -1
  113. package/knowledge/solo-test/masters/master_asness/tools.json +56 -30
  114. package/knowledge/solo-test/masters/master_bogle/counterfactuals.jsonl +0 -0
  115. package/knowledge/solo-test/masters/master_bogle/decision_cases.jsonl +0 -0
  116. package/knowledge/solo-test/masters/master_bogle/decision_policy.json +170 -0
  117. package/knowledge/solo-test/masters/master_bogle/doctrine.jsonl +14 -0
  118. package/knowledge/solo-test/masters/master_bogle/evaluation/calibration_cases.jsonl +0 -0
  119. package/knowledge/solo-test/masters/master_bogle/evaluation/experiments.json +5 -0
  120. package/knowledge/solo-test/masters/master_bogle/evaluation/golden_cases.jsonl +0 -0
  121. package/knowledge/solo-test/masters/master_bogle/evaluation/pairwise_cases.jsonl +0 -0
  122. package/knowledge/solo-test/masters/master_bogle/failures.jsonl +0 -0
  123. package/knowledge/solo-test/masters/master_bogle/manifest.json +141 -0
  124. package/knowledge/solo-test/masters/master_bogle/memory_policy.json +5 -0
  125. package/knowledge/solo-test/masters/master_bogle/provisional-index.json +41 -0
  126. package/knowledge/solo-test/masters/master_bogle/research_policy.json +11 -0
  127. package/knowledge/solo-test/masters/master_bogle/sources.jsonl +1 -0
  128. package/knowledge/solo-test/masters/master_bogle/tools.json +120 -0
  129. package/knowledge/solo-test/masters/master_bogle/voice.en.md +7 -0
  130. package/knowledge/solo-test/masters/master_bogle/voice.zh.md +7 -0
  131. package/knowledge/solo-test/masters/master_buffett/decision_policy.json +102 -11
  132. package/knowledge/solo-test/masters/master_buffett/doctrine.jsonl +2 -2
  133. package/knowledge/solo-test/masters/master_buffett/manifest.json +10 -4
  134. package/knowledge/solo-test/masters/master_buffett/provisional-index.json +3 -3
  135. package/knowledge/solo-test/masters/master_buffett/sources.jsonl +1 -1
  136. package/knowledge/solo-test/masters/master_buffett/tools.json +55 -29
  137. package/knowledge/solo-test/masters/master_burry/decision_policy.json +102 -12
  138. package/knowledge/solo-test/masters/master_burry/doctrine.jsonl +2 -2
  139. package/knowledge/solo-test/masters/master_burry/manifest.json +12 -6
  140. package/knowledge/solo-test/masters/master_burry/provisional-index.json +3 -3
  141. package/knowledge/solo-test/masters/master_burry/sources.jsonl +1 -1
  142. package/knowledge/solo-test/masters/master_burry/tools.json +56 -30
  143. package/knowledge/solo-test/masters/master_cathie_wood/decision_policy.json +74 -12
  144. package/knowledge/solo-test/masters/master_cathie_wood/doctrine.jsonl +2 -2
  145. package/knowledge/solo-test/masters/master_cathie_wood/manifest.json +12 -6
  146. package/knowledge/solo-test/masters/master_cathie_wood/provisional-index.json +3 -3
  147. package/knowledge/solo-test/masters/master_cathie_wood/sources.jsonl +1 -1
  148. package/knowledge/solo-test/masters/master_cathie_wood/tools.json +56 -30
  149. package/knowledge/solo-test/masters/master_dalio/decision_policy.json +123 -16
  150. package/knowledge/solo-test/masters/master_dalio/doctrine.jsonl +2 -2
  151. package/knowledge/solo-test/masters/master_dalio/manifest.json +10 -4
  152. package/knowledge/solo-test/masters/master_dalio/provisional-index.json +3 -3
  153. package/knowledge/solo-test/masters/master_dalio/sources.jsonl +1 -1
  154. package/knowledge/solo-test/masters/master_dalio/tools.json +56 -30
  155. package/knowledge/solo-test/masters/master_damodaran/decision_policy.json +58 -10
  156. package/knowledge/solo-test/masters/master_damodaran/doctrine.jsonl +2 -2
  157. package/knowledge/solo-test/masters/master_damodaran/manifest.json +9 -4
  158. package/knowledge/solo-test/masters/master_damodaran/provisional-index.json +3 -3
  159. package/knowledge/solo-test/masters/master_damodaran/sources.jsonl +1 -1
  160. package/knowledge/solo-test/masters/master_damodaran/tools.json +54 -28
  161. package/knowledge/solo-test/masters/master_druckenmiller/decision_policy.json +89 -10
  162. package/knowledge/solo-test/masters/master_druckenmiller/doctrine.jsonl +2 -2
  163. package/knowledge/solo-test/masters/master_druckenmiller/manifest.json +11 -4
  164. package/knowledge/solo-test/masters/master_druckenmiller/provisional-index.json +3 -3
  165. package/knowledge/solo-test/masters/master_druckenmiller/sources.jsonl +1 -1
  166. package/knowledge/solo-test/masters/master_druckenmiller/tools.json +55 -29
  167. package/knowledge/solo-test/masters/master_duan_yongping/decision_policy.json +138 -13
  168. package/knowledge/solo-test/masters/master_duan_yongping/doctrine.jsonl +2 -2
  169. package/knowledge/solo-test/masters/master_duan_yongping/manifest.json +17 -7
  170. package/knowledge/solo-test/masters/master_duan_yongping/provisional-index.json +3 -3
  171. package/knowledge/solo-test/masters/master_duan_yongping/sources.jsonl +1 -1
  172. package/knowledge/solo-test/masters/master_duan_yongping/tools.json +82 -30
  173. package/knowledge/solo-test/masters/master_fisher/decision_policy.json +102 -11
  174. package/knowledge/solo-test/masters/master_fisher/doctrine.jsonl +2 -2
  175. package/knowledge/solo-test/masters/master_fisher/manifest.json +13 -6
  176. package/knowledge/solo-test/masters/master_fisher/provisional-index.json +3 -3
  177. package/knowledge/solo-test/masters/master_fisher/sources.jsonl +1 -1
  178. package/knowledge/solo-test/masters/master_fisher/tools.json +58 -32
  179. package/knowledge/solo-test/masters/master_forensic_short/decision_policy.json +93 -14
  180. package/knowledge/solo-test/masters/master_forensic_short/doctrine.jsonl +2 -2
  181. package/knowledge/solo-test/masters/master_forensic_short/manifest.json +6 -4
  182. package/knowledge/solo-test/masters/master_forensic_short/provisional-index.json +3 -3
  183. package/knowledge/solo-test/masters/master_forensic_short/sources.jsonl +1 -1
  184. package/knowledge/solo-test/masters/master_forensic_short/tools.json +53 -27
  185. package/knowledge/solo-test/masters/master_graham/decision_policy.json +103 -12
  186. package/knowledge/solo-test/masters/master_graham/doctrine.jsonl +2 -2
  187. package/knowledge/solo-test/masters/master_graham/manifest.json +12 -4
  188. package/knowledge/solo-test/masters/master_graham/provisional-index.json +3 -3
  189. package/knowledge/solo-test/masters/master_graham/sources.jsonl +1 -1
  190. package/knowledge/solo-test/masters/master_graham/tools.json +67 -28
  191. package/knowledge/solo-test/masters/master_jhunjhunwala/decision_policy.json +77 -12
  192. package/knowledge/solo-test/masters/master_jhunjhunwala/doctrine.jsonl +2 -2
  193. package/knowledge/solo-test/masters/master_jhunjhunwala/manifest.json +11 -6
  194. package/knowledge/solo-test/masters/master_jhunjhunwala/provisional-index.json +3 -3
  195. package/knowledge/solo-test/masters/master_jhunjhunwala/sources.jsonl +1 -1
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  197. package/knowledge/solo-test/masters/master_klarman/decision_policy.json +105 -14
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