alphacouncil-agent 1.0.1 → 1.0.2

package/knowledge/ai-assisted-solo/experiments/runs/h_ai_reference.json

@@ -44,12 +44,12 @@
   "formal_h_satisfied": false,
   "human_reference": false,
   "input_binding": {
-    "input_hash": "sha256:12ed14b1580ffc858af45f5dc4109d4fe3bcb7d89d20017f5103f3c770d9c213",
+    "input_hash": "sha256:db8f31c70e4b4589561a53127b16985a8b9d09000ba536df3467eacf857d2d0c",
     "path": "simulation-input.json"
   },
   "network_allowed": false,
   "production_effect": "none",
-  "result_hash": "sha256:c25d937872ea96784371902c54da9c471d7c685f5e175dc045e8a37125d8674f",
+  "result_hash": "sha256:f910df4d8cc64bb5e25f0a238d23a6b785699d45863ca092b120afc4d4e2c4b6",
   "results": {
     "blocked_fail_closed_count": 1,
     "completion_status": "completed_machine_simulation",
@@ -81,18 +81,18 @@
         "structured_decision_hash": "sha256:1f311deaad734cbe73028eeefe08e2a967ad680a182cc415469bde700f01b490"
       },
       {
-        "anonymous_method_hash": "sha256:fedd8393df96c613eb6f0bb4539e036a8e6b7017010c02ca7b6c967140559b86",
-        "deterministic_core_hash": "sha256:897737bdd88a40a70b2fc409736b0300d097b07a104dd788a899a92553efdde5",
+        "anonymous_method_hash": "sha256:9f75bea5d4df5ca9568a1f23bb8d85664f07f752b69235b101929e064135f75f",
+        "deterministic_core_hash": "sha256:a20f6d80d48d021a5c7b72fef1a74e42f528027710015c962d4d556ac1e6c4da",
         "fact_pack_hash": "sha256:f69c424fb4ab9bb147ca933702857366ea492f8e988bfb2aeeb4e64df2c32706",
-        "frozen_decision_hash": "sha256:75a3a9e52c7f7ba7e75406dff307f63f327937aa5f66d9c5d211b2deef78e21e",
+        "frozen_decision_hash": "sha256:234e552565bac7e446160dcf086dfde730ede400f03238d57d50d6e231de2ab8",
         "native_state": "provisional_reject",
-        "pack_hash": "sha256:de88d2c0e811ac58876e7fd70c63d4dd75340e0f60164b960f21dad0db581aa7",
+        "pack_hash": "sha256:f960a6c7061ae791935590e8d045478a65ea451335aceaed5c275894a9b8c9d7",
         "persona_id": "master_graham",
-        "policy_execution_hash": "sha256:88e3f4984c21219eeab05998ba315ff9f22c9a3a019fd25c31e0f6276b0ef721",
+        "policy_execution_hash": "sha256:d3412e038f48794eaf1822ffbe7492c1756877ba6f9e9a735ae84631c5f0a3be",
         "score_ratio": 0.6666666666666666,
         "stance": "opposed",
         "status": "executed",
-        "structured_decision_hash": "sha256:2a4f12a81f91a7945b53c91a9e220eba453e6d257769db5cbc567ab3ea6a13e6"
+        "structured_decision_hash": "sha256:50c4dc6b37d568f3ef9fb44d5e6df96934647dc64830e8b76b3751039e962908"
       },
       {
         "anonymous_method_hash": "sha256:8b5e33a808364beb9174b2c54d21b88c86b36a4428a066136db4987b26c1a828",
@@ -319,32 +319,32 @@
         "structured_decision_hash": "sha256:681107df21fe8be65cc2e1ed044625466f9d0ac900b28f8eaaa79614d87d37f7"
       },
       {
-        "anonymous_method_hash": "sha256:4c62658084f60458f8d4eb75b578e5705b6c98c2c4fdb27c0e968220208b46a6",
-        "deterministic_core_hash": "sha256:4b0128efb7b128991a7f418bc5ffe111057afaf7c3e0ddd2c3ccf0747f6774ae",
+        "anonymous_method_hash": "sha256:47bf9d68671a5328275480eea9fea1ca3712ef761bcb23bf76f85643c9116e4f",
+        "deterministic_core_hash": "sha256:d899dad2f478d8465e55acf5854a7872484fa53dcad0b310c6cdc4f51c2f133b",
         "fact_pack_hash": "sha256:0b481c9b13e34ec6465e5007d364473d71c462e3940726744fa6f91b9646f4d3",
-        "frozen_decision_hash": "sha256:3a86c0798d5c342813cae929788285b6257b8e14645947ade5903a02fb8a9941",
+        "frozen_decision_hash": "sha256:40c289c8d230547674eb3a04cc029b91ad3b4781093cb135152cc7ef6a8a3ef6",
         "native_state": "provisional_absolute_return_candidate",
-        "pack_hash": "sha256:c71dc3fb2042965075386177ee6dad16ff88abb056b8599146117437e0b19f15",
+        "pack_hash": "sha256:a09fec122e5d4f43d8885a5b00e354d259768c7f4648c9f0eebb358cf0461134",
         "persona_id": "master_klarman",
-        "policy_execution_hash": "sha256:b9ab294ac15f498fa08925e3ca113450b39e76cbd0e189937cfeae0577eff2a0",
+        "policy_execution_hash": "sha256:67d06b995c5ef1fa3ce84e344cb0c2d30a703a3682144e2a89d4f10314624109",
         "score_ratio": 1,
         "stance": "constructive",
         "status": "executed",
-        "structured_decision_hash": "sha256:0460752da890a38c5865d0fea57bfe9b41d559edb16ce50baee29fd164c21af6"
+        "structured_decision_hash": "sha256:095f5331acb2dcbbe883f49592ff723eb27495f82a9e1fcf74336e6301b9f08f"
       },
       {
-        "anonymous_method_hash": "sha256:70fa6495ebb803ee4581c074f6c0f7dc9df95fc1f7f78e6e5376e37f5e5545a3",
-        "deterministic_core_hash": "sha256:5b2b1d24830c4cd7567a3d2816efa5d1e25cf00cab50c08aedf5be30c0e5d288",
+        "anonymous_method_hash": "sha256:992b5268a4549c4e5723c6dceb0b65a0aa1f03dbe906dca95da34e5b0469e344",
+        "deterministic_core_hash": "sha256:8c2b1adcaab9d55ff5bab83b7ed62fa4250dd65acd3988b21571c4b6d71c1d8a",
         "fact_pack_hash": "sha256:6735e9705be48f6b9c19db94360b13ad6727db15e288c4e1225664ddd1d1a5a1",
-        "frozen_decision_hash": "sha256:ac6fb93f8db3f3e0ae4bdf8111579ab58751133a56944a39b3ee4c1482d081fc",
+        "frozen_decision_hash": "sha256:779b9a62a801452bc1b48e809692f25d10348c43978a44d9e860b2706d84dbfe",
         "native_state": "provisional_watch",
-        "pack_hash": "sha256:f48324d38fbe0f5b2f68a1c391298c618962f11bec362b83c46d462f5235953f",
+        "pack_hash": "sha256:8ee9e13deaadaeef3065feb7bb5b39382181338cf1055b769b153cad4c308ce4",
         "persona_id": "master_pabrai",
-        "policy_execution_hash": "sha256:c97156d087bf28ae0e8717c84b43e9b0750b8eac8e3d664f33de945716dde7e3",
+        "policy_execution_hash": "sha256:87a2a8034242271ddea852302c001d0e0ef35de1b75cd01c5041d436693da2b0",
         "score_ratio": 0.6666666666666666,
         "stance": "cautious",
         "status": "executed",
-        "structured_decision_hash": "sha256:e23520cbe16ebb53d109fdb608abdf6a4e329abc1f7a607496fe6a1eea469deb"
+        "structured_decision_hash": "sha256:200220879e34db72003a0570b0408c74da25aaa505bb72f015efed0cf974fc97"
       },
       {
         "anonymous_method_hash": "sha256:897de3a4d8083b8a41f2203cc3e6b22c19ba01418d957d8c7272d39f41e1b9ba",
@@ -434,7 +434,7 @@
     "deterministic_execution_count": 27,
     "executed_count": 26,
     "formal_results": null,
-    "machine_reference_digest": "sha256:4f24b997b66f475dbdf14af3ddb1e9990613a89f7d843406a0776e249a906e2e",
+    "machine_reference_digest": "sha256:dbb01a7bdcaccf19f2f022ca64586dd0866fe1ce4f3d5c33ffad61efccc8e997",
     "metric_claims": [],
     "network_call_count": 0,
     "provider_cost_usd": 0,
@@ -449,13 +449,13 @@
     "verifier_checks": [
       {
         "check_id": "physical_input_hash_binding",
-        "input_hash": "sha256:12ed14b1580ffc858af45f5dc4109d4fe3bcb7d89d20017f5103f3c770d9c213",
+        "input_hash": "sha256:db8f31c70e4b4589561a53127b16985a8b9d09000ba536df3467eacf857d2d0c",
         "status": "pass"
       },
       {
         "check_id": "deterministic_rederivation",
-        "first_result_hash": "sha256:4f24b997b66f475dbdf14af3ddb1e9990613a89f7d843406a0776e249a906e2e",
-        "repeated_result_hash": "sha256:4f24b997b66f475dbdf14af3ddb1e9990613a89f7d843406a0776e249a906e2e",
+        "first_result_hash": "sha256:dbb01a7bdcaccf19f2f022ca64586dd0866fe1ce4f3d5c33ffad61efccc8e997",
+        "repeated_result_hash": "sha256:dbb01a7bdcaccf19f2f022ca64586dd0866fe1ce4f3d5c33ffad61efccc8e997",
         "status": "pass"
       },
       {
@@ -466,7 +466,7 @@
     ]
   },
   "reviewer_kind": "ai",
-  "run_artifact_hash": "sha256:f5def24331e45e8260ec19dc1731b4a0856a36be84e04b70608963b67b62ca9d",
+  "run_artifact_hash": "sha256:c383e1ed38d866258fd55e7ad1521df91487c4f14a3cf60e6cdae3fb49bcaa4d",
   "run_id": "H_ai_reference",
   "schema_version": 1,
   "simulation_scope": "AI deterministic reference digest only; no human analysts or blinded human adjudicator"

package/knowledge/ai-assisted-solo/experiments/simulation-input.json

@@ -18,7 +18,7 @@
   "formal_ga_effect": "none",
   "formal_h_satisfied": false,
   "human_reference": false,
-  "input_hash": "sha256:12ed14b1580ffc858af45f5dc4109d4fe3bcb7d89d20017f5103f3c770d9c213",
+  "input_hash": "sha256:db8f31c70e4b4589561a53127b16985a8b9d09000ba536df3467eacf857d2d0c",
   "network_allowed": false,
   "production_effect": "none",
   "protocol_binding": {
@@ -1008,7 +1008,7 @@
         "schema_version": 1
       },
       "fact_pack_hash": "sha256:f69c424fb4ab9bb147ca933702857366ea492f8e988bfb2aeeb4e64df2c32706",
-      "pack_hash": "sha256:de88d2c0e811ac58876e7fd70c63d4dd75340e0f60164b960f21dad0db581aa7",
+      "pack_hash": "sha256:f960a6c7061ae791935590e8d045478a65ea451335aceaed5c275894a9b8c9d7",
       "pack_manifest_binding": {
         "byte_length": 5436,
         "path": "knowledge/solo-test/masters/master_graham/manifest.json",
@@ -6322,7 +6322,7 @@
         "schema_version": 1
       },
       "fact_pack_hash": "sha256:0b481c9b13e34ec6465e5007d364473d71c462e3940726744fa6f91b9646f4d3",
-      "pack_hash": "sha256:c71dc3fb2042965075386177ee6dad16ff88abb056b8599146117437e0b19f15",
+      "pack_hash": "sha256:a09fec122e5d4f43d8885a5b00e354d259768c7f4648c9f0eebb358cf0461134",
       "pack_manifest_binding": {
         "byte_length": 5399,
         "path": "knowledge/solo-test/masters/master_klarman/manifest.json",
@@ -6634,7 +6634,7 @@
         "schema_version": 1
       },
       "fact_pack_hash": "sha256:6735e9705be48f6b9c19db94360b13ad6727db15e288c4e1225664ddd1d1a5a1",
-      "pack_hash": "sha256:f48324d38fbe0f5b2f68a1c391298c618962f11bec362b83c46d462f5235953f",
+      "pack_hash": "sha256:8ee9e13deaadaeef3065feb7bb5b39382181338cf1055b769b153cad4c308ce4",
       "pack_manifest_binding": {
         "byte_length": 5594,
         "path": "knowledge/solo-test/masters/master_pabrai/manifest.json",

package/knowledge/ai-assisted-solo/experiments/simulation-manifest.json

@@ -6,11 +6,11 @@
   "formal_h_satisfied": false,
   "human_reference": false,
   "input_binding": {
-    "content_hash": "sha256:c05cc5d09dbb4bac71c6f1cee891bc7d8ab6674a59ca8f828794f9a3a1d6eb5e",
-    "input_hash": "sha256:12ed14b1580ffc858af45f5dc4109d4fe3bcb7d89d20017f5103f3c770d9c213",
+    "content_hash": "sha256:cdbc6e5a916b1aca475748ce06158fc9ae8caaf7ab7650337baa9d74af9fc828",
+    "input_hash": "sha256:db8f31c70e4b4589561a53127b16985a8b9d09000ba536df3467eacf857d2d0c",
     "path": "simulation-input.json"
   },
-  "manifest_hash": "sha256:ec018a1666edb9c7b69c5a6d21b5df60c592d99a35cfb6c50ad6fc3afff23cc2",
+  "manifest_hash": "sha256:6f23223d57531653456b1b5c67e4b1ceedce6f263d334bdcd4865c5ba05ae1d3",
   "n_eff_disclosure_binding": {
     "artifact_hash": "sha256:42ddb52fb8c5cc6335a0c90bbb4989fcfcc0a626ea1a32c87697ba4335ec94ab",
     "content_hash": "sha256:18f4efc086ffa86322eeb9b442960b291f41811d92b7fc3f59db72dfb5cbc305",
@@ -32,66 +32,66 @@
   "run_bindings": [
     {
       "blocked_fail_closed_count": 0,
-      "content_hash": "sha256:c1cbaee09b8df627681a3fcb4463708223490cd0a06815749a8c9ec8fe45ebb1",
+      "content_hash": "sha256:2a77e9c2c0593f2a827e07d3814088228118b1a83d75567f3378fc73556387ac",
       "executed_count": 1,
       "path": "runs/a.json",
-      "run_artifact_hash": "sha256:e6667b6317419d31e8bcc403132977837c7e6403328aad9358748372bf87103a",
+      "run_artifact_hash": "sha256:a0161522586f9a9b2ee80b68081279ec2b9399692e8e9e1ec56aef00379d27db",
       "run_id": "A"
     },
     {
       "blocked_fail_closed_count": 0,
-      "content_hash": "sha256:1f735b8038f2e16f8acc7eabd9950eadffe43d75b6a3a012b12197582ab8769f",
+      "content_hash": "sha256:e7546d43a7fedcdcf33e04f444d876d8c587d1e76d1e558ca9fea1bf9a5f91fa",
       "executed_count": 0,
       "path": "runs/b.json",
-      "run_artifact_hash": "sha256:6c983e5bae0666b24981f9325b7381dd687402a7a229ffa57e2f8b775b28c49d",
+      "run_artifact_hash": "sha256:133ca81d8703085824a374f545ca30f83e90e4af45b8bdab17ed5aaa0e39adb1",
       "run_id": "B"
     },
     {
       "blocked_fail_closed_count": 0,
-      "content_hash": "sha256:64922c53001578fc10cf70f356b4e2399a31178f4baa4df73856267d05610f9f",
+      "content_hash": "sha256:eddda5b2d8702a9f4abe535f01a4a3f2a4cdd03585afa0f9656ab6fffb98d900",
       "executed_count": 0,
       "path": "runs/c.json",
-      "run_artifact_hash": "sha256:b670cc60a8d3d3b6d7c1a0f5736eb56dd77396dccd2dfec6078722643ef0abbb",
+      "run_artifact_hash": "sha256:0760f289508bcbed0222e48531f3b0f8c394243fca4d7f6ad0a8de0b53fbb1b9",
       "run_id": "C"
     },
     {
       "blocked_fail_closed_count": 0,
-      "content_hash": "sha256:f5743ff07deb17efed1ef9c90e44f184723e99a1418b7dd3994995f2bb2f9cfb",
+      "content_hash": "sha256:57d6781678d68417bec0cf6d2ff645234238f389e6d2f2a533b99edb28009170",
       "executed_count": 13,
       "path": "runs/d13.json",
-      "run_artifact_hash": "sha256:daa75132d89580f45d0baf9d64eff7d697d8124de38ea1efbba25c40ea1fe69c",
+      "run_artifact_hash": "sha256:6e5ae1711c012a4a7bb670090485ed071f5fdb66f33145e3adf9fb394c2231df",
       "run_id": "D13"
     },
     {
       "blocked_fail_closed_count": 1,
-      "content_hash": "sha256:d7cade7c5f12edced2bf4d61835bce13dbd6c2f99fdf04d8cc0180eebde7b554",
+      "content_hash": "sha256:e50ac873b27e99b5459b75929b0a73986fc8cc64464f6d297f5460c58b047ccf",
       "executed_count": 26,
       "path": "runs/d26.json",
-      "run_artifact_hash": "sha256:fe4d1876876fe19890e7bf79bdbaff4f175abc3c60866acf77b3137c46ff1114",
+      "run_artifact_hash": "sha256:184b9acfc9670ced5e8a41f346a3f6fc90d3e7f5db5f6093f61e4425d267d527",
       "run_id": "D26"
     },
     {
       "blocked_fail_closed_count": 0,
-      "content_hash": "sha256:4baf3ed4448324cf00a8bd73e5399be833987fcfd268a4b30a5a4fe6fa7e0ece",
+      "content_hash": "sha256:ed0b970d7de787d9cbf37745cfb8f3f1488375b5e1904764f2a1a4bccf4b70a2",
       "executed_count": 13,
       "path": "runs/e-d13.json",
-      "run_artifact_hash": "sha256:6264276ff9749efea70ad70db981dfbbd9b7773b2565a4f7ae3701f7fc6592d3",
+      "run_artifact_hash": "sha256:76d61211082a3e02ac4e9196b5732183d6ca6c529e9e990622a228bc0e599bd5",
       "run_id": "E:D13"
     },
     {
       "blocked_fail_closed_count": 1,
-      "content_hash": "sha256:23ae4a59c10552c44705d662e5463b953c04488564e89c66b62da76a85239a02",
+      "content_hash": "sha256:07cd8c9528cb72a9993c8121b353ea91a964f6dab6183e22881a3779fdc67dfd",
       "executed_count": 26,
       "path": "runs/e-d26.json",
-      "run_artifact_hash": "sha256:ee892f51113cc5eed8106348998174e734e0a1bf9500078aa3d5acfb61da4293",
+      "run_artifact_hash": "sha256:8120ff805d85265449c057f713f2684f06f409b5d0c288de3e3e620c220ec531",
       "run_id": "E:D26"
     },
     {
       "blocked_fail_closed_count": 1,
-      "content_hash": "sha256:377fab6c442cd6a44d5c2f2889d9399d88702e6ab0f971494dee1a1ced8a8258",
+      "content_hash": "sha256:0e57e34f69dff242a233522562a80d10d24390fb7837ce167e17a39cf2e87be5",
       "executed_count": 26,
       "path": "runs/h_ai_reference.json",
-      "run_artifact_hash": "sha256:f5def24331e45e8260ec19dc1731b4a0856a36be84e04b70608963b67b62ca9d",
+      "run_artifact_hash": "sha256:c383e1ed38d866258fd55e7ad1521df91487c4f14a3cf60e6cdae3fb49bcaa4d",
       "run_id": "H_ai_reference"
     }
   ],

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

@@ -43,7 +43,7 @@
         }
       },
       "on_trigger": {
-        "common_stance": "out_of_scope",
+        "common_stance": "opposed",
         "native_state": "provisional_insufficient_floor"
       },
       "on_uncomputable": {

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

@@ -43,7 +43,7 @@
         }
       },
       "on_trigger": {
-        "common_stance": "out_of_scope",
+        "common_stance": "opposed",
         "native_state": "provisional_downside_unknown"
       },
       "on_uncomputable": {

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

@@ -63,7 +63,7 @@
         }
       },
       "on_trigger": {
-        "common_stance": "out_of_scope",
+        "common_stance": "opposed",
         "native_state": "provisional_no_floor"
       },
       "on_uncomputable": {

package/mcp/lib/basket-news.mjs

@@ -0,0 +1,181 @@
+/**
+ * News for something that is not a company.
+ *
+ * `SOX` has no press office, files nothing, and returns nothing from a ticker news feed. Asked
+ * for "recent semiconductor news" the pipeline had no way to turn the symbol into that subject,
+ * so a basket run carried market-wide headlines and no industry at all.
+ *
+ * A basket's news identity comes from what it holds, not from a table someone maintains:
+ *
+ *   - **The industry** is the modal SIC group of its largest holdings. SOXX resolves to
+ *     semiconductors because its holdings are semiconductor registrants, and XLE resolves to
+ *     energy for the same reason. A hand-written map would drift the first time an index
+ *     rebalanced; this cannot.
+ *   - **The constituents** supply their own dated company news and their own 8-K filings,
+ *     weighted by how much of the basket each one is. A headline about 8% of the fund is worth
+ *     more than one about 0.3% of it, and the weight travels with the item so a reader can see
+ *     which it was.
+ *
+ * What this deliberately does NOT do is let a headline reach a seat's arithmetic. A frozen
+ * deterministic stance stays frozen; news informs what a seat SAYS about a stance it already
+ * reached, and supplies counts that are themselves dated facts. Anything else would make the
+ * same symbol answer differently depending on what was published that morning, which is the
+ * property this whole runtime exists to avoid.
+ */
+
+import { applyRecencyGate, fetchFeed, filingsFeed, queryNewsFeed, tickerNewsFeed } from "./feeds.mjs";
+import { sicGroupFor } from "./industry.mjs";
+import { fetchSubmissions, fetchUniverse } from "./sec.mjs";
+
+/** How many of the largest holdings are read for news. Weight decays; attention should too. */
+export const NEWS_CONSTITUENT_LIMIT = 10;
+
+/** Recency gate for a basket, in days. Wider than a single company's because a sector moves slower. */
+export const BASKET_NEWS_DAYS = 14;
+
+const finite = (value) => typeof value === "number" && Number.isFinite(value);
+
+/**
+ * The industry a basket is, derived from the registrants it holds.
+ *
+ * Weighted rather than counted: an index with forty small biotech names and two enormous
+ * semiconductor ones is a semiconductor bet, and a headcount would say otherwise.
+ */
+export function dominantIndustry(sicByTicker, holdings) {
+  return industryMix(sicByTicker, holdings)[0] || null;
+}
+
+/**
+ * The industries a basket actually is, largest first, until they account for most of it.
+ *
+ * A single label is right for SOXX, where semiconductors are half the fund, and wrong for a
+ * broad industrial basket whose largest group is eleven percent of it -- calling that one
+ * "electronics" would query the wrong news and state it with more confidence than the holdings
+ * support. Taking groups until they cover half the read weight gives an industrial fund its
+ * aerospace, machinery and transport news instead of one misleading query.
+ */
+export function industryMix(sicByTicker, holdings, { cover = 0.5, max = 3 } = {}) {
+  const weightByGroup = new Map();
+  for (const holding of holdings || []) {
+    const ticker = String(holding?.ticker || "").toUpperCase();
+    const sic = sicByTicker?.get?.(ticker);
+    const group = sic ? sicGroupFor(sic) : null;
+    if (!group || !finite(holding?.weight)) continue;
+    const current = weightByGroup.get(group.id) || { group, weight: 0, members: 0 };
+    weightByGroup.set(group.id, { group, weight: current.weight + holding.weight, members: current.members + 1 });
+  }
+  if (!weightByGroup.size) return [];
+  const ranked = [...weightByGroup.values()].sort((left, right) => right.weight - left.weight);
+  const chosen = [];
+  let cumulative = 0;
+  for (const entry of ranked) {
+    if (chosen.length >= max || (chosen.length && cumulative >= cover)) break;
+    chosen.push({
+      id: entry.group.id,
+      title: entry.group.title,
+      weight: Number(entry.weight.toFixed(6)),
+      members: entry.members,
+      // A basket whose largest industry is a third of it is not "a semiconductor fund", and
+      // the share is reported so a reader can judge rather than being told a single label.
+      is_concentrated: entry.weight >= 0.5,
+    });
+    cumulative += entry.weight;
+  }
+  return chosen;
+}
+
+/**
+ * Industry and constituent news for a basket, every item carrying its own publication date.
+ *
+ * `asOf` is honoured by the recency gate, so a historical run cannot pick up items published
+ * after the date it claims to be reasoning at.
+ */
+export async function fetchBasketNews(holdings, { asOf = null, days = BASKET_NEWS_DAYS, signal, limit = NEWS_CONSTITUENT_LIMIT } = {}) {
+  const unavailable = [];
+  const ranked = [...(holdings || [])]
+    .filter((holding) => holding?.ticker && finite(holding?.weight))
+    .sort((left, right) => right.weight - left.weight)
+    .slice(0, limit);
+  if (!ranked.length) return { available: false, unavailable: ["basket news: the basket published no weighted holdings"] };
+
+  let universe = null;
+  try {
+    universe = new Map((await fetchUniverse({ signal })).map((row) => [String(row.ticker).toUpperCase(), row.cik]));
+  } catch (error) {
+    unavailable.push(`basket news: SEC ticker universe unavailable (${String(error?.message || error)})`);
+  }
+
+  // One submissions call per constituent buys its SIC, which is what the industry is derived
+  // from and what a filings feed needs anyway.
+  const sicByTicker = new Map();
+  const cikByTicker = new Map();
+  for (const holding of ranked) {
+    const ticker = String(holding.ticker).toUpperCase();
+    const cik = universe?.get(ticker);
+    if (!cik) { unavailable.push(`basket news ${ticker}: no SEC registrant`); continue; }
+    cikByTicker.set(ticker, cik);
+    try {
+      const profile = await fetchSubmissions(cik, { signal });
+      if (profile?.sic) sicByTicker.set(ticker, profile.sic);
+    } catch (error) {
+      unavailable.push(`basket news ${ticker}: ${String(error?.message || error)}`);
+    }
+  }
+
+  const industries = industryMix(sicByTicker, ranked);
+  const industry = industries[0] || null;
+  const specs = [];
+  if (industries.length) {
+    // Each industry's own name is a query. Deriving them from holdings rather than from a map
+    // is what makes this survive a rebalance.
+    for (const group of industries) {
+      specs.push({ ...queryNewsFeed(`${group.title.en} industry`), kind: "industry", scope: "industry", industry: group.id });
+    }
+  } else {
+    unavailable.push("basket news: no holding resolved to a SIC group, so no industry could be named");
+  }
+  for (const holding of ranked) {
+    const ticker = String(holding.ticker).toUpperCase();
+    specs.push({ ...tickerNewsFeed(ticker), kind: "company", scope: "constituent", ticker, weight: holding.weight });
+    const cik = cikByTicker.get(ticker);
+    if (cik) specs.push({ ...filingsFeed(cik, "8-K"), kind: "filing", scope: "constituent", ticker, weight: holding.weight });
+  }
+
+  // Fetched per spec rather than through `fetchFeeds`, which returns a merged item list. The
+  // whole point here is that an item keeps which constituent it belongs to and how much of the
+  // basket that constituent is; a merged list has already thrown that away.
+  const fetched = await Promise.all(specs.map((spec) => fetchFeed(spec.url, { source: spec.source })));
+  const items = [];
+  fetched.forEach((feed, index) => {
+    const spec = specs[index];
+    if (!feed?.ok) { unavailable.push(`basket news ${spec.source}: ${feed?.reason || "unreachable"}`); return; }
+    for (const item of feed.items || []) {
+      items.push({ ...item, source: feed.source, kind: spec.kind, scope: spec.scope, ticker: spec.ticker || null, weight: spec.weight ?? null, industry: spec.industry || null });
+    }
+  });
+  const { included: dated } = applyRecencyGate(items, { days, asOf });
+
+  // How much of the basket actually generated dated news, and how many filed. Both are counts
+  // with a window, which is what makes them usable as facts rather than as impressions.
+  const covered = new Set(dated.filter((item) => item.ticker).map((item) => item.ticker));
+  const coverageWeight = ranked
+    .filter((holding) => covered.has(String(holding.ticker).toUpperCase()))
+    .reduce((sum, holding) => sum + holding.weight, 0);
+  const filers = new Set(dated.filter((item) => item.kind === "filing" && item.ticker).map((item) => item.ticker));
+
+  return {
+    available: dated.length > 0,
+    industry,
+    industries,
+    items: dated,
+    window_days: days,
+    constituents_read: ranked.length,
+    coverage_weight: Number(coverageWeight.toFixed(6)),
+    filing_event_count: filers.size,
+    filing_event_weight: Number(ranked
+      .filter((holding) => filers.has(String(holding.ticker).toUpperCase()))
+      .reduce((sum, holding) => sum + holding.weight, 0)
+      .toFixed(6)),
+    unavailable,
+  };
+}

package/mcp/lib/breadth.mjs

@@ -40,6 +40,30 @@ export function parseDailyCloses(json) {
   return clean.length ? clean : null;
 }
 
+/**
+ * Closes paired with the session they belong to.
+ *
+ * `parseDailyCloses` drops the timestamps, which is fine for a moving average over one series
+ * and wrong the moment two series are compared: Korea and the United States keep different
+ * holidays, so aligning by array position compares a Tuesday with a Wednesday and produces a
+ * correlation that is confidently wrong rather than visibly broken.
+ */
+export function parseDatedCloses(json) {
+  const result = json?.chart?.result?.[0];
+  const closes = result?.indicators?.quote?.[0]?.close;
+  const stamps = result?.timestamp;
+  if (!Array.isArray(closes) || !Array.isArray(stamps) || closes.length !== stamps.length) return null;
+  const rows = [];
+  for (let index = 0; index < closes.length; index += 1) {
+    const close = closes[index];
+    const stamp = stamps[index];
+    if (typeof close !== "number" || !Number.isFinite(close) || close <= 0) continue;
+    if (typeof stamp !== "number" || !Number.isFinite(stamp)) continue;
+    rows.push({ date: new Date(stamp * 1000).toISOString().slice(0, 10), close });
+  }
+  return rows.length ? rows : null;
+}
+
 /** Simple moving average of the last `window` closes, or null when there is not enough history. */
 export function movingAverage(closes, window = BREADTH_WINDOW_DAYS) {
   if (!Array.isArray(closes) || closes.length < window) return null;