alphacouncil-agent 1.0.2 → 1.0.4

package/knowledge/ai-assisted-solo/experiments/runs/e-d26.json

@@ -44,12 +44,12 @@
   "formal_h_satisfied": false,
   "human_reference": false,
   "input_binding": {
-    "input_hash": "sha256:db8f31c70e4b4589561a53127b16985a8b9d09000ba536df3467eacf857d2d0c",
+    "input_hash": "sha256:cc4ffaa54c9477000383adc82ba43800c3725c331638f2f8f63cad15582a128f",
     "path": "simulation-input.json"
   },
   "network_allowed": false,
   "production_effect": "none",
-  "result_hash": "sha256:de7e06a9bf681eb8d55a26c5130bb2f4c8cd0f586958f4e659cdcad43d335315",
+  "result_hash": "sha256:8f99e06ff6ea3c5df7eefad85005b5c94a5508e62c9f39616d9de2b8115cde3e",
   "results": {
     "blocked_fail_closed_count": 1,
     "completion_status": "completed_machine_simulation",
@@ -417,18 +417,18 @@
         "structured_decision_hash": "sha256:c7a93f8c67eb3c423fc94ef0d51bb868ab5444d75aba2d17455e9ce0a20965d1"
       },
       {
-        "anonymous_method_hash": "sha256:7c9acb22fb3cc01bde6064242f52e2cd9d64cde774945543c6465c4eacfe23fb",
-        "deterministic_core_hash": "sha256:9d6d0a0af67b24c6b66edba2816e8b7e6b68ece2049752e5803bb3d6d9ea11d3",
+        "anonymous_method_hash": "sha256:7e72f0c819a737e9e2c95938807bd1f856427fefbff42cc6a52dad7c4b9648b9",
+        "deterministic_core_hash": "sha256:aedc8b29c59176e6cf5994b51682a2fb1cfe2cb62f0f5882f4de16c220ce00f6",
         "fact_pack_hash": "sha256:d035c7f7cbace9a80cce787b1ea3204f7b85437e4552dec34681765f0ab3af26",
-        "frozen_decision_hash": "sha256:6a20b189b8a782c7e03c290eab45f7fc3ee8826fb3bc158ded0880d4e1f287ad",
+        "frozen_decision_hash": "sha256:f82a1fb3c31d68ae5c1ce9e93fa6d1f61f3f373c14a999d7ac52bc398b8f1ca4",
         "native_state": "provisional_fair_expected_return",
-        "pack_hash": "sha256:73e829f5d2e3b1124689635cb70bbef8f764559603689a5eae9920716eaf5d1c",
+        "pack_hash": "sha256:cbc29f36bcf214b24045d582bf954d06cda6cec3aab06c41f650f7410df510f0",
         "persona_id": "master_bogle",
-        "policy_execution_hash": "sha256:faa5ebcd8ead470e03bb2c38e6b62eb2aade6218f049655e7e901aeccf280f5b",
+        "policy_execution_hash": "sha256:3f4dfca52772b1f9ad7adec925acdba1d45bdabcd9a5d1272646d86601e20c4c",
         "score_ratio": 0.6666666666666666,
         "stance": "cautious",
         "status": "executed",
-        "structured_decision_hash": "sha256:039e8c42dea63e6bc432446a6a285a3a3c1f6b4a2011faa46f3f40d81113e12a"
+        "structured_decision_hash": "sha256:71b52271b65d7229fe95524d953262eb175380066709f7bf50e4ee9386083a0e"
       }
     ],
     "deterministic_execution_count": 27,
@@ -449,13 +449,13 @@
     "verifier_checks": [
       {
         "check_id": "physical_input_hash_binding",
-        "input_hash": "sha256:db8f31c70e4b4589561a53127b16985a8b9d09000ba536df3467eacf857d2d0c",
+        "input_hash": "sha256:cc4ffaa54c9477000383adc82ba43800c3725c331638f2f8f63cad15582a128f",
         "status": "pass"
       },
       {
         "check_id": "deterministic_rederivation",
-        "first_result_hash": "sha256:dbb01a7bdcaccf19f2f022ca64586dd0866fe1ce4f3d5c33ffad61efccc8e997",
-        "repeated_result_hash": "sha256:dbb01a7bdcaccf19f2f022ca64586dd0866fe1ce4f3d5c33ffad61efccc8e997",
+        "first_result_hash": "sha256:70f60386d393bb2323c0fa970bebb5659d31e468cf48519c5d31af045df40a06",
+        "repeated_result_hash": "sha256:70f60386d393bb2323c0fa970bebb5659d31e468cf48519c5d31af045df40a06",
         "status": "pass"
       },
       {
@@ -466,7 +466,7 @@
     ]
   },
   "reviewer_kind": "ai",
-  "run_artifact_hash": "sha256:8120ff805d85265449c057f713f2684f06f409b5d0c288de3e3e620c220ec531",
+  "run_artifact_hash": "sha256:be206b4a629bcb349da681e6eaed9f695b0c880d84963092466285c19f830ce4",
   "run_id": "E:D26",
   "schema_version": 1,
   "simulation_scope": "D26 deterministic seats plus machine-only hash, rederivation and fail-closed checks"

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:db8f31c70e4b4589561a53127b16985a8b9d09000ba536df3467eacf857d2d0c",
+    "input_hash": "sha256:cc4ffaa54c9477000383adc82ba43800c3725c331638f2f8f63cad15582a128f",
     "path": "simulation-input.json"
   },
   "network_allowed": false,
   "production_effect": "none",
-  "result_hash": "sha256:f910df4d8cc64bb5e25f0a238d23a6b785699d45863ca092b120afc4d4e2c4b6",
+  "result_hash": "sha256:f3213233355e046dbee466b468eac2714db0754559bcb93533cb5728d168ea9d",
   "results": {
     "blocked_fail_closed_count": 1,
     "completion_status": "completed_machine_simulation",
@@ -417,24 +417,24 @@
         "structured_decision_hash": "sha256:c7a93f8c67eb3c423fc94ef0d51bb868ab5444d75aba2d17455e9ce0a20965d1"
       },
       {
-        "anonymous_method_hash": "sha256:7c9acb22fb3cc01bde6064242f52e2cd9d64cde774945543c6465c4eacfe23fb",
-        "deterministic_core_hash": "sha256:9d6d0a0af67b24c6b66edba2816e8b7e6b68ece2049752e5803bb3d6d9ea11d3",
+        "anonymous_method_hash": "sha256:7e72f0c819a737e9e2c95938807bd1f856427fefbff42cc6a52dad7c4b9648b9",
+        "deterministic_core_hash": "sha256:aedc8b29c59176e6cf5994b51682a2fb1cfe2cb62f0f5882f4de16c220ce00f6",
         "fact_pack_hash": "sha256:d035c7f7cbace9a80cce787b1ea3204f7b85437e4552dec34681765f0ab3af26",
-        "frozen_decision_hash": "sha256:6a20b189b8a782c7e03c290eab45f7fc3ee8826fb3bc158ded0880d4e1f287ad",
+        "frozen_decision_hash": "sha256:f82a1fb3c31d68ae5c1ce9e93fa6d1f61f3f373c14a999d7ac52bc398b8f1ca4",
         "native_state": "provisional_fair_expected_return",
-        "pack_hash": "sha256:73e829f5d2e3b1124689635cb70bbef8f764559603689a5eae9920716eaf5d1c",
+        "pack_hash": "sha256:cbc29f36bcf214b24045d582bf954d06cda6cec3aab06c41f650f7410df510f0",
         "persona_id": "master_bogle",
-        "policy_execution_hash": "sha256:faa5ebcd8ead470e03bb2c38e6b62eb2aade6218f049655e7e901aeccf280f5b",
+        "policy_execution_hash": "sha256:3f4dfca52772b1f9ad7adec925acdba1d45bdabcd9a5d1272646d86601e20c4c",
         "score_ratio": 0.6666666666666666,
         "stance": "cautious",
         "status": "executed",
-        "structured_decision_hash": "sha256:039e8c42dea63e6bc432446a6a285a3a3c1f6b4a2011faa46f3f40d81113e12a"
+        "structured_decision_hash": "sha256:71b52271b65d7229fe95524d953262eb175380066709f7bf50e4ee9386083a0e"
       }
     ],
     "deterministic_execution_count": 27,
     "executed_count": 26,
     "formal_results": null,
-    "machine_reference_digest": "sha256:dbb01a7bdcaccf19f2f022ca64586dd0866fe1ce4f3d5c33ffad61efccc8e997",
+    "machine_reference_digest": "sha256:70f60386d393bb2323c0fa970bebb5659d31e468cf48519c5d31af045df40a06",
     "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:db8f31c70e4b4589561a53127b16985a8b9d09000ba536df3467eacf857d2d0c",
+        "input_hash": "sha256:cc4ffaa54c9477000383adc82ba43800c3725c331638f2f8f63cad15582a128f",
         "status": "pass"
       },
       {
         "check_id": "deterministic_rederivation",
-        "first_result_hash": "sha256:dbb01a7bdcaccf19f2f022ca64586dd0866fe1ce4f3d5c33ffad61efccc8e997",
-        "repeated_result_hash": "sha256:dbb01a7bdcaccf19f2f022ca64586dd0866fe1ce4f3d5c33ffad61efccc8e997",
+        "first_result_hash": "sha256:70f60386d393bb2323c0fa970bebb5659d31e468cf48519c5d31af045df40a06",
+        "repeated_result_hash": "sha256:70f60386d393bb2323c0fa970bebb5659d31e468cf48519c5d31af045df40a06",
         "status": "pass"
       },
       {
@@ -466,7 +466,7 @@
     ]
   },
   "reviewer_kind": "ai",
-  "run_artifact_hash": "sha256:c383e1ed38d866258fd55e7ad1521df91487c4f14a3cf60e6cdae3fb49bcaa4d",
+  "run_artifact_hash": "sha256:790838e3d208ed1c9c3da3210ced26871f02b7fc8b01de920804bfbdefb4c000",
   "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:db8f31c70e4b4589561a53127b16985a8b9d09000ba536df3467eacf857d2d0c",
+  "input_hash": "sha256:cc4ffaa54c9477000383adc82ba43800c3725c331638f2f8f63cad15582a128f",
   "network_allowed": false,
   "production_effect": "none",
   "protocol_binding": {
@@ -31,14 +31,14 @@
   "reviewer_kind": "ai",
   "runtime_bindings": [
     {
-      "byte_length": 27327,
+      "byte_length": 27650,
       "path": "mcp/lib/personas-v3/runtime.mjs",
-      "physical_file_hash": "sha256:ad06e3d004cdb072909fc2fb9cf643dace28ff542a4c7092309fdd53f5623b63"
+      "physical_file_hash": "sha256:aa32cf59eaec9eeb9583e44b76b31fac8fb8661e49b0b19da6de0f9b4ca5f568"
     },
     {
-      "byte_length": 49532,
+      "byte_length": 51789,
       "path": "mcp/lib/personas-v3/deterministic-executor.mjs",
-      "physical_file_hash": "sha256:1222b8c56e5535ec1f446f55aee0a3c1b948f80403e53085de932398ae90f7ef"
+      "physical_file_hash": "sha256:ee45aed55448644c194e576b9f8611a9afd163e53b36f744ee687ae25ca99bdb"
     },
     {
       "byte_length": 8032,
@@ -8278,7 +8278,7 @@
         "schema_version": 1
       },
       "fact_pack_hash": "sha256:d035c7f7cbace9a80cce787b1ea3204f7b85437e4552dec34681765f0ab3af26",
-      "pack_hash": "sha256:73e829f5d2e3b1124689635cb70bbef8f764559603689a5eae9920716eaf5d1c",
+      "pack_hash": "sha256:cbc29f36bcf214b24045d582bf954d06cda6cec3aab06c41f650f7410df510f0",
       "pack_manifest_binding": {
         "byte_length": 5640,
         "path": "knowledge/solo-test/masters/master_bogle/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:cdbc6e5a916b1aca475748ce06158fc9ae8caaf7ab7650337baa9d74af9fc828",
-    "input_hash": "sha256:db8f31c70e4b4589561a53127b16985a8b9d09000ba536df3467eacf857d2d0c",
+    "content_hash": "sha256:6340496a97245ce4bef30d91fdd7007e1128d7324ab28f55f8ff884a221a1363",
+    "input_hash": "sha256:cc4ffaa54c9477000383adc82ba43800c3725c331638f2f8f63cad15582a128f",
     "path": "simulation-input.json"
   },
-  "manifest_hash": "sha256:6f23223d57531653456b1b5c67e4b1ceedce6f263d334bdcd4865c5ba05ae1d3",
+  "manifest_hash": "sha256:bb7437c3661c054886c048ed258739064cd132b86fb286265e7f0b43e22cd2f3",
   "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": "sha256:2a77e9c2c0593f2a827e07d3814088228118b1a83d75567f3378fc73556387ac",
+      "content_hash": "sha256:6370e7f572f4ebcdec74b2424cd4a8b7f2867bd788902d38319b09d7c966ce52",
       "executed_count": 1,
       "path": "runs/a.json",
-      "run_artifact_hash": "sha256:a0161522586f9a9b2ee80b68081279ec2b9399692e8e9e1ec56aef00379d27db",
+      "run_artifact_hash": "sha256:699e79ff212ba32d287d8847828b46e6bd46076519c6dc8dca5e9ac09f6d769f",
       "run_id": "A"
     },
     {
       "blocked_fail_closed_count": 0,
-      "content_hash": "sha256:e7546d43a7fedcdcf33e04f444d876d8c587d1e76d1e558ca9fea1bf9a5f91fa",
+      "content_hash": "sha256:82ad061ab98755a8f62ac2007ef245f28c711f71bbb9e99d27d02c8a61a52451",
       "executed_count": 0,
       "path": "runs/b.json",
-      "run_artifact_hash": "sha256:133ca81d8703085824a374f545ca30f83e90e4af45b8bdab17ed5aaa0e39adb1",
+      "run_artifact_hash": "sha256:423ac48286f88cd5e95942dce855507559d54fe7fd3a5481327424c4e6966f85",
       "run_id": "B"
     },
     {
       "blocked_fail_closed_count": 0,
-      "content_hash": "sha256:eddda5b2d8702a9f4abe535f01a4a3f2a4cdd03585afa0f9656ab6fffb98d900",
+      "content_hash": "sha256:900dc8d6b6514e06080c207d67e98564dccb9bb04170bf3e1dc19bbe8db90c1e",
       "executed_count": 0,
       "path": "runs/c.json",
-      "run_artifact_hash": "sha256:0760f289508bcbed0222e48531f3b0f8c394243fca4d7f6ad0a8de0b53fbb1b9",
+      "run_artifact_hash": "sha256:9a10ff578582c9476676ac454577d40e71aeb83dea128275e76d1d7e1d566f6c",
       "run_id": "C"
     },
     {
       "blocked_fail_closed_count": 0,
-      "content_hash": "sha256:57d6781678d68417bec0cf6d2ff645234238f389e6d2f2a533b99edb28009170",
+      "content_hash": "sha256:acfe2440cd09928f73f542b39561bb5b66c77fc78cc37d56ec35b413daef32a5",
       "executed_count": 13,
       "path": "runs/d13.json",
-      "run_artifact_hash": "sha256:6e5ae1711c012a4a7bb670090485ed071f5fdb66f33145e3adf9fb394c2231df",
+      "run_artifact_hash": "sha256:4ea0207eb1f9090b7a841585a268d8bef366a61d23b22bdeee0295bb52d47610",
       "run_id": "D13"
     },
     {
       "blocked_fail_closed_count": 1,
-      "content_hash": "sha256:e50ac873b27e99b5459b75929b0a73986fc8cc64464f6d297f5460c58b047ccf",
+      "content_hash": "sha256:ccf02804dd2e4e41d8d79f81d4226227c6796ba5b753d0ab9724c1617839f476",
       "executed_count": 26,
       "path": "runs/d26.json",
-      "run_artifact_hash": "sha256:184b9acfc9670ced5e8a41f346a3f6fc90d3e7f5db5f6093f61e4425d267d527",
+      "run_artifact_hash": "sha256:eb5d0df7917c119e07f82f7d7b84b4d4e84c6423753462ca7a26f9be16ebfef8",
       "run_id": "D26"
     },
     {
       "blocked_fail_closed_count": 0,
-      "content_hash": "sha256:ed0b970d7de787d9cbf37745cfb8f3f1488375b5e1904764f2a1a4bccf4b70a2",
+      "content_hash": "sha256:443b278936de20e6f1645dc9eda2b1e3743c0ed58933c00794177549b256be67",
       "executed_count": 13,
       "path": "runs/e-d13.json",
-      "run_artifact_hash": "sha256:76d61211082a3e02ac4e9196b5732183d6ca6c529e9e990622a228bc0e599bd5",
+      "run_artifact_hash": "sha256:3817bcac7b4ce7d1d0ddf06381b31b463b05790461f38de6b17e26ae2250f297",
       "run_id": "E:D13"
     },
     {
       "blocked_fail_closed_count": 1,
-      "content_hash": "sha256:07cd8c9528cb72a9993c8121b353ea91a964f6dab6183e22881a3779fdc67dfd",
+      "content_hash": "sha256:9d5712d5baff1efe560691bc8208b25a5c90843b4ada21d1a339376a2b7395c7",
       "executed_count": 26,
       "path": "runs/e-d26.json",
-      "run_artifact_hash": "sha256:8120ff805d85265449c057f713f2684f06f409b5d0c288de3e3e620c220ec531",
+      "run_artifact_hash": "sha256:be206b4a629bcb349da681e6eaed9f695b0c880d84963092466285c19f830ce4",
       "run_id": "E:D26"
     },
     {
       "blocked_fail_closed_count": 1,
-      "content_hash": "sha256:0e57e34f69dff242a233522562a80d10d24390fb7837ce167e17a39cf2e87be5",
+      "content_hash": "sha256:805833bcc92aebb115c42de08e25c94ad4b8a98032d3375ed4301722521be02d",
       "executed_count": 26,
       "path": "runs/h_ai_reference.json",
-      "run_artifact_hash": "sha256:c383e1ed38d866258fd55e7ad1521df91487c4f14a3cf60e6cdae3fb49bcaa4d",
+      "run_artifact_hash": "sha256:790838e3d208ed1c9c3da3210ced26871f02b7fc8b01de920804bfbdefb4c000",
       "run_id": "H_ai_reference"
     }
   ],

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

@@ -10,14 +10,14 @@
             "fact_id": "fund.top_ten_weight"
           }
         },
-        "condition_id": "master_bogle.holdings_breadth_visible",
+        "condition_id": "master_bogle.subject_is_a_basket",
         "on_false": {
           "common_stance": "out_of_scope",
-          "native_state": "provisional_insufficient_return_inputs"
+          "native_state": "provisional_not_a_basket"
         },
         "on_uncomputable": {
           "common_stance": "out_of_scope",
-          "native_state": "provisional_insufficient_return_inputs"
+          "native_state": "provisional_not_a_basket"
         },
         "source_ids": [
           "proxy:1b982d2dc6b935fc0"
@@ -77,6 +77,7 @@
     }
   ],
   "native_states": [
+    "provisional_not_a_basket",
     "provisional_insufficient_return_inputs",
     "provisional_overpriced_market",
     "provisional_fair_expected_return",

package/knowledge/solo-test/masters/master_bogle/provisional-index.json

@@ -6,9 +6,11 @@
     "provisional_fair_expected_return": "cautious",
     "provisional_insufficient_return_inputs": "out_of_scope",
     "provisional_low_cost_index_candidate": "cautious",
+    "provisional_not_a_basket": "cautious",
     "provisional_overpriced_market": "opposed"
   },
   "declared_state_hypotheses": [
+    "not_a_basket",
     "insufficient_return_inputs",
     "overpriced_market",
     "fair_expected_return",
@@ -19,6 +21,7 @@
   "formula_compilation_manifest_hash": "sha256:9eb750e5aec2e4b6ef7a7033aba119927d5a6540220d608cbe6fd90eaf255b05",
   "method_model_eligible": false,
   "native_states": [
+    "provisional_not_a_basket",
     "provisional_insufficient_return_inputs",
     "provisional_overpriced_market",
     "provisional_fair_expected_return",

package/knowledge/solo-test/masters/master_bogle/sources.jsonl

@@ -1 +1 @@
-{"adjudication":{"notes":"No human review, no named-method attribution, no production effect.","reviewer_ids":[],"status":"pending"},"author":"AlphaCouncil project build specification","content_hash":"sha256:f0a1c271c11a09700d1fd65dc1b772a8d68433473478fc9d962e2078877ac494","grade":"E","known_at":"2026-07-27","locator":{"section":"master_bogle"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:1b982d2dc6b935fc0","source_kind":"derived_proxy","summary":"Project-authored provisional proxy used only to exercise the deterministic solo-test build; it is not source approval or method attribution.","supports":["solo_test_structure","deterministic_execution_only"],"title":"Provisional project-derived method hypothesis for master_bogle","url":"https://github.com/Zhao73/alphacouncil-agent/blob/main/data/persona-v3-build-specs.v1.mjs"}
+{"adjudication":{"notes":"No human review, no named-method attribution, no production effect.","reviewer_ids":[],"status":"pending"},"author":"AlphaCouncil project build specification","content_hash":"sha256:21670e88406249cc764918c4137c9782bcd28419ef8f2e96077ccb5f18df121c","grade":"E","known_at":"2026-07-27","locator":{"section":"master_bogle"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:1b982d2dc6b935fc0","source_kind":"derived_proxy","summary":"Project-authored provisional proxy used only to exercise the deterministic solo-test build; it is not source approval or method attribution.","supports":["solo_test_structure","deterministic_execution_only"],"title":"Provisional project-derived method hypothesis for master_bogle","url":"https://github.com/Zhao73/alphacouncil-agent/blob/main/data/persona-v3-build-specs.v1.mjs"}

package/mcp/lib/constants.mjs

@@ -183,6 +183,9 @@ export const LIMITS = Object.freeze({
   )),
   /** Deterministic grounding is useful, but it may not hold the whole run hostage. */
   FULL_GROUNDING_MS: 30 * 1000,
+  // Grounding settles at its own budget and returns a partial result. This is only the
+  // backstop for a call that never returns at all, so it sits just beyond the budget.
+  GROUNDING_SETTLE_HEADROOM_MS: 5 * 1000,
   /** All eight full evidence seats launch in one wave under this per-seat cap. */
   FULL_EVIDENCE_MS: Math.max(1_000, Math.min(
     Number(process.env.ALPHACOUNCIL_FULL_EVIDENCE_MS) || 6 * 60 * 1000,

package/mcp/lib/council-options.mjs

@@ -100,11 +100,15 @@ export function councilOptions({ language = "English" } = {}) {
         best_for: field(v3Selection.best_for, "best_for"),
       } : selectorCard(persona, language)),
       maturity: v3?.maturity || pack?.kind || "prompt_lens",
+      // The label names what a seat IS. It used to lead with "provisional", which read as a
+      // standing warning next to all twenty-seven names in the selector and repeated a review
+      // status the assurance section already reports. The machine-verified admission level is
+      // unchanged and still published as `admission_level` below.
       maturity_label: copy({
-        en: v3?.maturity === "method_model" ? "Validated method model" : v3?.maturity === "candidate" ? "Candidate method" : "Provisional operator lens",
-        zh: v3?.maturity === "method_model" ? "已验证方法模型" : v3?.maturity === "candidate" ? "候选方法" : "临时操作视角",
-        ja: v3?.maturity === "method_model" ? "検証済みメソッドモデル" : v3?.maturity === "candidate" ? "候補メソッド" : "暫定オペレーター・レンズ",
-        ko: v3?.maturity === "method_model" ? "검증된 방법론 모델" : v3?.maturity === "candidate" ? "후보 방법론" : "임시 오퍼레이터 렌즈",
+        en: v3?.maturity === "method_model" ? "Validated method model" : v3?.maturity === "candidate" ? "Candidate method" : "Operator method lens",
+        zh: v3?.maturity === "method_model" ? "已验证方法模型" : v3?.maturity === "candidate" ? "候选方法" : "方法透镜",
+        ja: v3?.maturity === "method_model" ? "検証済みメソッドモデル" : v3?.maturity === "candidate" ? "候補メソッド" : "メソッド・レンズ",
+        ko: v3?.maturity === "method_model" ? "검증된 방법론 모델" : v3?.maturity === "candidate" ? "후보 방법론" : "방법론 렌즈",
       }),
       runtime_level: v3?.admission?.level || (pack ? "v2_operator" : "v1_prompt"),
       admission_level: v3?.admission?.level || (pack ? "operator_lens" : "prompt_lens"),

package/mcp/lib/fundamentals.mjs

@@ -182,17 +182,40 @@ function ownerEarnings(series, cik, gaps, proxy) {
   });
 }
 
+/**
+ * Total liabilities, tagged where the filer tags it and reconstructed exactly where not.
+ *
+ * Many filers never tag `Liabilities`; they tag the balance-sheet total and equity. The
+ * subtraction is only safe against the INCLUDING-non-controlling-interests equity tag -- with
+ * the parent-only tag, minority interest lands inside "liabilities" and nothing says so. When
+ * that tag is absent the figure stays missing, which is why this returns null rather than
+ * reaching for the nearest number.
+ */
+function totalLiabilitiesFor(series, gaps, factId) {
+  const direct = alignLatest(series, ["current_assets", "total_liabilities"]);
+  if (direct.ok) {
+    return { alignment: direct, value: direct.entries.total_liabilities.value, basis: "filed_total_liabilities" };
+  }
+  const derived = alignLatest(series, ["current_assets", "liabilities_and_equity", "equity_including_nci"]);
+  if (!derived.ok) {
+    gaps.push(alignmentGap(factId, direct, ["current_assets", "total_liabilities"]));
+    return null;
+  }
+  return {
+    alignment: derived,
+    value: derived.entries.liabilities_and_equity.value - derived.entries.equity_including_nci.value,
+    basis: "balance_sheet_total_less_equity_including_noncontrolling_interests",
+  };
+}
+
 /** 2. Graham NCAV: current assets - total liabilities. */
 function netCurrentAssetValue(series, cik, gaps) {
   const factId = "financial.net_current_asset_value";
-  const concepts = ["current_assets", "total_liabilities"];
-  const alignment = alignLatest(series, concepts);
-  if (!alignment.ok) {
-    gaps.push(alignmentGap(factId, alignment, concepts));
-    return null;
-  }
+  const resolved = totalLiabilitiesFor(series, gaps, factId);
+  if (!resolved) return null;
+  const alignment = resolved.alignment;
   const currentAssets = alignment.entries.current_assets.value;
-  const liabilities = alignment.entries.total_liabilities.value;
+  const liabilities = resolved.value;
   return buildMetric({
     factId,
     valueKind: "monetary",
@@ -207,6 +230,9 @@ function netCurrentAssetValue(series, cik, gaps) {
     assumptions: [
       "Graham NCAV as filed: current assets less ALL liabilities, with no haircut applied to receivables or inventory",
       "an unclassified balance sheet (banks, insurers, many REITs) files no AssetsCurrent, which is reported as a gap rather than substituted",
+      resolved.basis === "filed_total_liabilities"
+        ? "total liabilities taken from the filer's own Liabilities tag"
+        : "the filer tags no Liabilities total, so it is the balance-sheet total less equity INCLUDING non-controlling interests, which is exact rather than approximate",
     ],
   });
 }
@@ -465,10 +491,24 @@ function trailingYearOverYear(companyFacts, asOf) {
       },
     };
   }
-  const latest = fourQuarters(quarters, quarters.length - 1);
-  const prior = fourQuarters(quarters, quarters.length - 5);
+  // Search backwards for the most recent pair of clean four-quarter blocks rather than
+  // insisting the last eight filings are them. One restated quarter, one stub period or one
+  // duplicated filing at the end used to discard a company's entire revenue history -- INTC and
+  // GLW both failed here while holding years of usable quarters behind the ragged edge. Each
+  // window is still checked exactly as strictly; only the search moved.
+  let latest = null;
+  let prior = null;
+  let offset = 0;
+  for (; offset <= quarters.length - 8; offset += 1) {
+    const end = quarters.length - 1 - offset;
+    latest = fourQuarters(quarters, end);
+    prior = fourQuarters(quarters, end - 4);
+    if (latest && prior) break;
+    latest = null;
+    prior = null;
+  }
   if (!latest || !prior) {
-    return { ...empty, gap: { code: "period_misaligned", detail: "the eight most recent quarters are not contiguous four-quarter blocks" } };
+    return { ...empty, gap: { code: "period_misaligned", detail: `no contiguous pair of four-quarter blocks in the ${quarters.length} tagged quarters` } };
   }
   if (!(prior.total > 0)) {
     return { ...empty, gap: { code: "non_positive_base", detail: `prior-year four-quarter revenue is ${prior.total}` } };
@@ -781,6 +821,17 @@ export function deriveFundamentals({ companyFacts, asOf = null, maintenanceCapex
   });
 }
 
+/**
+ * True when a registrant has filed no XBRL at all.
+ *
+ * SEC's own ticker file maps XOM to ExxonMobil Holdings Corp -- a newly formed entity with zero
+ * us-gaap tags -- while the operating history sits under a different CIK. Every metric then
+ * reported as missing, individually, and nothing said the registrant itself was empty.
+ */
+export function hasNoXbrlHistory(companyFacts) {
+  return Object.keys(companyFacts?.facts?.["us-gaap"] || {}).length === 0;
+}
+
 /**
  * Thin fetching wrapper: resolve the filer, pull Company Facts through the throttled and
  * User-Agent-bearing sec.mjs client, then hand the JSON to the pure function above.

package/mcp/lib/grounding.mjs

@@ -8,6 +8,25 @@ import { INDEX_PROXIES, normalizeIndexSymbol } from "./index-aggregate.mjs";
 import { SECTOR_SPDRS, fetchCrossMarket, fetchSectorDispersion } from "./cross-market.mjs";
 import { fetchBasketNews } from "./basket-news.mjs";
 import { gatherInstrumentFacts, LOOK_THROUGH_FACT_IDS } from "./instrument-facts.mjs";
+
+/** The index a US company is measured against when a method asks what the market costs. */
+const BROAD_MARKET_INDEX = "^GSPC";
+
+/**
+ * Facts that describe the market rather than the subject.
+ *
+ * Everything else the index block produces -- leverage, growth, breadth of a basket -- is about
+ * a portfolio the company is not, and forwarding it would answer a different question in the
+ * subject's name.
+ */
+const MARKET_LEVEL_FACTS = new Set([
+  "index.aggregate_pe_ttm",
+  "index.aggregate_pe_forward",
+  "index.aggregate_earnings_yield",
+  "index.dividend_yield",
+  "valuation.implied_erp",
+  "cycle.valuation_percentile",
+]);
 import { fetchOptionsChain } from "./options.mjs";
 import { screenTicker } from "./screen.mjs";
 import { resolveIndustry, industryCoverage } from "./industry.mjs";
@@ -95,6 +114,7 @@ export async function gatherGrounding({
   now = new Date(),
   language = "English",
   signal,
+  budgetMs = null,
 } = {}) {
   const snapshotPolicy = liveSnapshotPolicy(asOf, { now });
   const gatheredAt = now instanceof Date ? now.toISOString() : new Date(now).toISOString();
@@ -320,6 +340,27 @@ export async function gatherGrounding({
     out.unavailable.push(`structured financials for ${symbol}: this adapter is not point-in-time versioned; current data was not fetched for a historical cutoff`);
   }
 
+  // The market's own valuation, for every US subject rather than only for baskets.
+  //
+  // Three seats require `index.aggregate_earnings_yield` and reported it missing on every
+  // single-company run this product has ever done. They were right to ask: the market's
+  // aggregate earnings yield is not a property of the subject, it is the yardstick the subject
+  // is measured against. Damodaran's implied premium needs it, Asness's Fed-model critique IS
+  // about it, and Marks reads it as where the cycle stands. The subject decides whose holdings
+  // get read; it does not decide whether the market has a price-earnings ratio.
+  if (symbol && !isFundOrIndex(out.instrument) && symbolMarket?.id === "US" && snapshotPolicy.allowed) {
+    jobs.push(safely("market valuation", () => gatherInstrumentFacts({
+      symbol: BROAD_MARKET_INDEX, instrument: { research_model: "index_aggregate", index_like: true },
+      asOf, signal, lookThroughFactIds: [],
+    })).then((r) => {
+      if (!r.ok) { out.unavailable.push(r.error); return; }
+      // Only the market-level block. A company's own leverage and growth come from its filings,
+      // and taking them from the index would be silently answering a different question.
+      const marketFacts = (r.value.facts || []).filter((fact) => MARKET_LEVEL_FACTS.has(fact.fact_id));
+      if (marketFacts.length) out.market_valuation = { ...r.value, facts: marketFacts };
+    }));
+  }
+
   // A fund or index has no issuer financials, so this is where its evidence comes from
   // instead: published holdings, index-level valuation and the look-through aggregates that
   // let an operating-company method run against a basket at all.
@@ -379,7 +420,32 @@ export async function gatherGrounding({
     out.unavailable.push("industry map: the curated map is not publication-versioned and was excluded from the historical information set");
   }
 
-  await Promise.all(jobs);
+  // Return what arrived, not nothing.
+  //
+  // A caller that raced this whole function against a timer threw away a completed quote, a
+  // completed screen and a completed filing set because one slow feed had not landed -- and the
+  // analysts downstream, handed an empty object, reported "no ticker was provided". The symbol
+  // had been provided; the fetch had not finished. Settling at the budget keeps everything that
+  // did arrive and names what did not.
+  if (Number.isFinite(budgetMs) && budgetMs > 0) {
+    let settled = false;
+    const all = Promise.all(jobs).then(() => { settled = true; });
+    let timer;
+    await Promise.race([
+      all,
+      new Promise((resolve) => { timer = setTimeout(resolve, budgetMs); }),
+    ]);
+    clearTimeout(timer);
+    if (!settled) {
+      out.partial = true;
+      out.unavailable.push(
+        `grounding budget of ${Math.round(budgetMs)}ms elapsed before every source answered;`
+        + " this run carries what arrived by then and names the rest as gaps rather than discarding it",
+      );
+    }
+  } else {
+    await Promise.all(jobs);
+  }
 
   // Coverage across every symbol in play, so a report cannot quietly become US-only.
   const inPlay = [symbol, ...(out.industry?.participants || []).map((p) => p.symbol)].filter(Boolean);

package/mcp/lib/insider-ownership.mjs

@@ -26,6 +26,9 @@ const OWNERSHIP_FORMS = new Set(["3", "4", "5", "3/A", "4/A", "5/A"]);
 /** A registrant with more insiders than this is not a governance question, it is a bad parse. */
 const MAX_DISTINCT_OWNERS = 60;
 
+/** Filings read per round. SEC's ~10 req/s guidance is enforced by the client's own throttle. */
+const OWNERSHIP_BATCH = 8;
+
 /** Below this share of the register the aggregate says nothing, so it refuses instead. */
 export const MIN_OWNER_COVERAGE = 1;
 
@@ -105,19 +108,27 @@ export async function fetchInsiderOwnership(cik, { sharesOutstanding, asOf = nul
   const byOwner = new Map();
   const sources = [];
   let newestFiling = null;
-  for (const filing of ownershipFilings) {
-    if (byOwner.size >= MAX_DISTINCT_OWNERS) break;
-    let document;
-    try {
-      document = await fetchFilingDocument(index.cik, filing.accession, filing.primary_document, { signal });
-    } catch {
-      continue;
+  // Read in bounded concurrent batches rather than one filing at a time. Sequentially this was
+  // up to sixty throttled round trips on the critical path of every company run, which is what
+  // pushed grounding past its budget -- and a budget overrun used to discard the whole run's
+  // evidence. Newest-first order is preserved across batches, so an owner is still taken from
+  // their most recent filing.
+  const candidates = ownershipFilings.slice(0, MAX_DISTINCT_OWNERS * 3);
+  for (let offset = 0; offset < candidates.length && byOwner.size < MAX_DISTINCT_OWNERS; offset += OWNERSHIP_BATCH) {
+    const batch = candidates.slice(offset, offset + OWNERSHIP_BATCH);
+    const documents = await Promise.all(batch.map((filing) => (
+      fetchFilingDocument(index.cik, filing.accession, filing.primary_document, { signal })
+        .then((document) => ({ filing, document }))
+        .catch(() => null)
+    )));
+    for (const entry of documents) {
+      if (!entry) continue;
+      const parsed = parseOwnershipDocument(entry.document.text);
+      if (!parsed || byOwner.has(parsed.owner_cik)) continue;
+      byOwner.set(parsed.owner_cik, { ...parsed, filing_date: entry.filing.filing_date, url: entry.document.url });
+      sources.push(`sec:ownership:${index.cik}:${entry.filing.accession}`);
+      if (!newestFiling || entry.filing.filing_date > newestFiling) newestFiling = entry.filing.filing_date;
     }
-    const parsed = parseOwnershipDocument(document.text);
-    if (!parsed || byOwner.has(parsed.owner_cik)) continue;
-    byOwner.set(parsed.owner_cik, { ...parsed, filing_date: filing.filing_date, url: document.url });
-    sources.push(`sec:ownership:${index.cik}:${filing.accession}`);
-    if (!newestFiling || filing.filing_date > newestFiling) newestFiling = filing.filing_date;
   }
   if (byOwner.size < MIN_OWNER_COVERAGE) {
     return gap(`insider ownership: no Section 16 document for ${index.name || cik} could be parsed`);