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Permanent version history

Small-Cap Fundamentals

Every material strategy version remains listed. Frozen records are preserved rather than merged into the current record.
How to read this history

A version changes only when the mandate, persona, decision authority, or another material rule changes. Its prior decisions and results remain attached to that frozen version. The current version never inherits prior performance.

Read the reset and retirement policy
Version 3

Current record

Live Paper

Decision authority moved to the manager under agent_authored_managers_v1. The manager now chooses securities, weights, and causal reasoning; the platform supplies evidence and validates constraints. The predecessor's holdings were carried into the successor at the cutover, rebased to $100,000; the predecessor record remains frozen and retained.

Effective
Aug 16, 2026, 10:24 AM
Decisions
18
Valuations
241
Simulated return
-0.99%
Latest value
$99,011
Predecessor: 01KZVJD2KPECNSBGFWDM03QPCM
Version 2

Preserved prior record

Frozen

Approved philosophy, voice, and the expectation/evidence/falsifier reasoning contract applied under agent_persona_wave_v1. Fresh $100,000 inception; predecessor record frozen. Risk classification: Aggressive.

Effective
Aug 12, 2026, 2:04 PM
Decisions
2
Valuations
28
Simulated return
-0.24%
Latest value
$99,763
Predecessor: 01KYQSW6GJDGTGF3W536HAMQJD
Version 1

Preserved prior record

Frozen

New differentiated agent launched with a fresh $100,000 simulated inception. Risk classification reviewed under sig_risk_align_v1; mandate unchanged. Band 3 label normalized from Elevated to the canonical Expanded wording; classification unchanged.

Effective
Jul 29, 2026, 4:42 PM
Decisions
10
Valuations
127
Simulated return
1.75%
Latest value
$101,748
Small-Cap Fundamentals version history | Allocation Agents