# Pipeline v2 agent-step claim verification audit: MRVL ## Agent 01 — Macro Regime Agent: 01_macro_regime Role: agent-step-claims-and-evidence Passed: True Return code: 0 ### stdout ``` Query: You are a fresh-context Pipeline v2 agent-step claim verifier subagent for MRVL. Agent under review: Agent 01 — Macro Regime (01_macro_regime) Files to inspect: - Pipeline v2 smoke result JSON: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipelin e-v2-smoke-mrvl-2026-06-03.json - Final/current HTML report: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports /mrvl-deep-dive-2026-06-03.html - Structured Agent 04 report data: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/process ed/generated_reports_20260603_mrvl.json Agent object to verify: ```json { "agent": "01_macro_regime", "status": "completed", "connector_policy": "open/public market-data proxy via Yahoo chart API; no paid macro connector used in smoke test", "regime": "MODERATE_BULL", "confidence": 65, "market_snapshots": { "SPY": { "label": "SPX proxy", "price": 755.53, "ma50": 709.8448, "ma200": 682.8753, "date": "2026-06-03", "timestamp_utc": "2026-06-03T13:30:00+00:00", "retrieval_timestamp_utc": "2026-06-03T15:26:29.078017+00:00", "source": "Yahoo Finance chart API", "source_url": "https://query1.finance.yahoo.com/v8/finance/chart/SPY?range=1y&interval=1d" }, "QQQ": { "label": "NDX proxy", "price": 744.17, "ma50": 662.331, "ma200": 620.3235, "date": "2026-06-03", "timestamp_utc": "2026-06-03T13:30:00+00:00", "retrieval_timestamp_utc": "2026-06-03T15:26:29.194672+00:00", "source": "Yahoo Finance chart API", "source_url": "https://query1.finance.yahoo.com/v8/finance/chart/QQQ?range=1y&interval=1d" }, "IWM": { "label": "RUT proxy", "price": 288.1, "ma50": 272.6644, "ma200": 254.8476, "date": "2026-06-03", "timestamp_utc": "2026-06-03T13:30:00+00:00", "retrieval_timestamp_utc": "2026-06-03T15:26:29.278617+00:00", "source": "Yahoo Finance chart API", "source_url": "https://query1.finance.yahoo.com/v8/finance/chart/IWM?range=1y&interval=1d" }, "^VIX": { "label": "VIX", "price": 16.05, "ma50": 19.3116, "ma200": 18.3955, "date": "2026-06-03", "timestamp_utc": "2026-06-03T07:00:00+00:00", "retrieval_timestamp_utc": "2026-06-03T15:26:29.659401+00:00", "source": "Yahoo Finance chart API", "source_url": "https://query1.finance.yahoo.com/v8/finance/chart/%5EVIX?range=1y&interval=1d" } }, "claims": [ { "claim": "Hermes macro agent classified the regime as MODERATE_BULL with confidence 65 from Yahoo-derived market-data snapshots embedded in the smoke JSON.", "evidence": "Hermes-derived classification using SPY/QQQ/IWM trend checks and VIX level; market-data endpoint provenance: SPY: https://query1.finance.yahoo.com/v8/finance/chart/SPY?range=1y&interval=1d; QQQ: https://query1.finance.yahoo.com/v8/finance/chart/QQQ?range=1y&interval=1d; IWM: https://query1.finance.yahoo.com/v8/finance/chart/IWM?range=1y&interval=1d; ^VIX: https://query1.finance.yahoo.com/v8/finance/chart/%5EVIX?range=1y&interval=1d" }, { "claim": "No paid macro connector was used in this smoke test.", "evidence": "open/public market-data proxy via Yahoo chart API; no paid macro connector used in smoke test" } ] } ``` Use tools directly. Read the smoke JSON and relevant local files. For any external-source claim or source_url in the agent object, fetch/inspect the public URL where practical. If a URL blocks, say exactly what blocked and verify everything possible from the local structured data and URL shape. Check only this agent step. Confirm that every claim in the agent object's `claims` list is accurate, narrowly worded, and supported by the attached evidence, upstream agent objects, local report/data files, or public source URLs. Also check that non-actions/manual overrides are labeled honestly and are not presented as market evidence. Required output format: VERDICT: PASS or VERDICT: FAIL Findings: - concise bullets with exact source/file references Corrections needed: - bullets, or "None" Pass only if this agent step's claims and evidence are supportable and no external connector/source is overstated. Initializing agent... ──────────────────────────────────────── ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipeline-v2-smoke-mrvl-2026-06-03.json 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json 0.1s ┊ 🔎 grep MODERATE_BULL|macro|Yahoo|VIX|paid macro|SPY|QQQ|IWM 0.1s ┊ 💻 $ python3 - <<'PY' import json, urllib.request, urllib.error, datetime, ssl urls = { 'SPY':'https://query1.finance.yahoo.com/v8/finance/chart/SPY?range=1y&interval=1d', 'QQQ':'https://query1.finance.yahoo.com/v8/finance/chart/QQQ?range=1y&interval=1d', 'IWM':'https://query1.finance.yahoo.com/v8/finance/chart/IWM?range=1y&interval=1d', '^VIX':'https://query1.finance.yahoo.com/v8/finance/chart/%5EVIX?range=1y&interval=1d', } for sym,url in urls.items(): print(f'--- {sym} {url}') try: req = urllib.request.Request(url, headers={'User-Agent':'Mozilla/5.0 claim-verifier'}) with urllib.request.urlopen(req, timeout=15) as r: status = getattr(r, 'status', None) ctype = r.headers.get('content-type') data = r.read(2_000_000) print('status', status, 'content-type', ctype, 'bytes', len(data)) js=json.loads(data) chart=js.get('chart',{}) err=chart.get('error') res=(chart.get('result') or [None])[0] print('chart.error', err) if res: meta=res.get('meta',{}) ts=res.get('timestamp') or [] quote=(res.get('indicators',{}).get('quote') or [{}])[0] closes=quote.get('close') or [] print('meta.symbol', meta.get('symbol'), 'exchange', meta.get('exchangeName'), 'instrumentType', meta.get('instrumentType'), 'currency', meta.get('currency')) print('rows', len(ts), 'first_ts', datetime.datetime.fromtimestamp(ts[0], datetime.timezone.utc).isoformat() if ts else None, 'last_ts', datetime.datetime.fromtimestamp(ts[-1], datetime.timezone.utc).isoformat() if ts else None, 'last_close', closes[-1] if closes else None) except Exception as e: print('FETCH_ERROR', type(e).__name__, str(e)) PY 0.5s ┊ 💻 $ python3 - <<'PY' import json, urllib.request, datetime, statistics for sym,url in {'SPY':'https://query1.finance.yahoo.com/v8/finance/chart/SPY?range=1y&interval=1d','QQQ':'https://query1.finance.yahoo.com/v8/finance/chart/QQQ?range=1y&interval=1d','IWM':'https://query1.finance.yahoo.com/v8/finance/chart/IWM?range=1y&interval=1d','^VIX':'https://query1.finance.yahoo.com/v8/finance/chart/%5EVIX?range=1y&interval=1d'}.items(): req=urllib.request.Request(url, headers={'User-Agent':'Mozilla/5.0 claim-verifier'}) js=json.load(urllib.request.urlopen(req, timeout=15)) res=js['chart']['result'][0] meta=res['meta'] ts=res['timestamp'] q=res['indicators']['quote'][0] idx=-1 row={k:q[k][idx] for k in ['open','high','low','close','volume'] if k in q} adj=(res['indicators'].get('adjclose') or [{}])[0].get('adjclose') print('---', sym) print('meta regularMarketPrice', meta.get('regularMarketPrice'), 'chartPreviousClose', meta.get('chartPreviousClose'), 'regularMarketTime', datetime.datetime.fromtimestamp(meta.get('regularMarketTime'), datetime.timezone.utc).isoformat() if meta.get('regularMarketTime') else None) print('last bar', datetime.datetime.fromtimestamp(ts[idx], datetime.timezone.utc).isoformat(), row, 'adjclose_last', adj[idx] if adj else None) PY 0.6s ┊ 💻 $ python3 - <<'PY' import json p='/tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipeline-v2-smoke-mrvl-2026-06-03.json' with open(p) as f: data=json.load(f) agent=next(a for a in data['agents'] if a['agent']=='01_macro_regime') print('agent', agent['agent'], 'status', agent['status'], 'regime', agent['regime'], 'confidence', agent['confidence']) print('connector_policy', agent['connector_policy']) for sym,s in agent['market_snapshots'].items(): price=s['price']; ma50=s['ma50']; ma200=s['ma200'] rel = 'above' if price > ma50 and price > ma200 else 'not_above_both' print(sym, 'price', price, 'ma50', ma50, 'ma200', ma200, rel, 'source', s['source'], 'url', s['source_url']) print('claims:') for c in agent['claims']: print('-', c['claim']) print(' evidence:', c['evidence']) PY 0.1s ┊ 🔎 grep MODERATE_BULL|01_macro_regime|macro|paid macro 0.0s ┊ 🔎 grep paid macro|paid|Bloomberg|FactSet|Refinitiv|FRED|macro connector|Yahoo Finance chart API|01_macro_regime 0.0s ╭─ ⚕ Hermes ───────────────────────────────────────────────────────────────────╮ VERDICT: PASS Findings: - Smoke JSON confirms Agent 01 is 01_macro_regime, status=completed, regime=MODERATE_BULL, and confidence=65: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipeline-v2-smoke-mrvl-2026-06-03.json lines 8-12. - Smoke JSON embeds the cited Yahoo-derived market snapshots for SPY, QQQ, IWM, and ^VIX, including prices, MA50/MA200 values, timestamps, retrieval timestamps, source="Yahoo Finance chart API", and the exact Yahoo chart URLs: same file lines 13-58. - Local trend checks support the evidence wording: SPY, QQQ, and IWM prices are above both MA50 and MA200; ^VIX is below both MA50 and MA200. This matches the narrow “trend checks and VIX level” basis stated in the claim. - The structured Agent 04 report data independently carries the same Agent 01 trace: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json lines 434-496. - Public Yahoo URLs were fetched successfully: - SPY URL returned HTTP 200 JSON, meta.symbol=SPY, ETF data, 252 rows. - QQQ URL returned HTTP 200 JSON, meta.symbol=QQQ, ETF data, 252 rows. - IWM URL returned HTTP 200 JSON, meta.symbol=IWM, ETF data, 252 rows. - ^VIX URL returned HTTP 200 JSON, meta.symbol=^VIX, index data, 262 rows. These verify endpoint provenance and URL shape. Live Yahoo daily rows are mutable/intraday, so exact snapshot values are best verified from the pinned smoke JSON. - The “No paid macro connector was used” claim is supported by the connector policy in the smoke JSON, line 10, and repeated in the Agent 01 claim evidence at lines 65-66; the same policy appears in the structured report data at lines 436-438 and 493-495. - The current HTML report does not appear to add or overstate Agent 01 macro claims; search for MODERATE_BULL, 01_macro_regime, macro, and paid macro returned no matches in /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports/mrvl-deep-dive-2026-06-03.html. - No manual override or non-action is presented as market evidence within this Agent 01 step; the no-paid-connector statement is labeled as connector policy/evidence, not investment merit. Corrections needed: - None ╰──────────────────────────────────────────────────────────────────────────────╯ Resume this session with: hermes --resume 20260603_152635_a74014 -p equityanalysis Session: 20260603_152635_a74014 Duration: 1m 34s Messages: 16 (1 user, 14 tool calls) ``` ### stderr ``` ``` ## Agent 02 — Social Monitoring Agent: 02_social_monitoring Role: agent-step-claims-and-evidence Passed: True Return code: 0 ### stdout ``` Query: You are a fresh-context Pipeline v2 agent-step claim verifier subagent for MRVL. Agent under review: Agent 02 — Social Monitoring (02_social_monitoring) Files to inspect: - Pipeline v2 smoke result JSON: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipelin e-v2-smoke-mrvl-2026-06-03.json - Final/current HTML report: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports /mrvl-deep-dive-2026-06-03.html - Structured Agent 04 report data: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/process ed/generated_reports_20260603_mrvl.json Agent object to verify: ```json { "agent": "02_social_monitoring", "status": "selected_ticker_override", "ticker": "MRVL", "connector_policy": "Current pipeline-compatible Nitter-style RSS mirrors preferred over Apify/Twitter paid scraper for curated-account discovery; not required for selected-ticker smoke.", "signal_source": "pipeline_v2_selected_ticker_smoke", "pass_to_agent_03": true, "claims": [ { "claim": "MRVL entered through a selected-ticker/manual smoke override, not an automated social-signal rank.", "evidence": "status=selected_ticker_override; signal_source=pipeline_v2_selected_ticker_smoke; pass_to_agent_03=True" }, { "claim": "Nitter-style RSS mirrors remain the preferred open connector for curated-account discovery over Apify/Twitter paid scraping.", "evidence": "Current pipeline-compatible Nitter-style RSS mirrors preferred over Apify/Twitter paid scraper for curated-account discovery; not required for selected-ticker smoke." } ] } ``` Use tools directly. Read the smoke JSON and relevant local files. For any external-source claim or source_url in the agent object, fetch/inspect the public URL where practical. If a URL blocks, say exactly what blocked and verify everything possible from the local structured data and URL shape. Check only this agent step. Confirm that every claim in the agent object's `claims` list is accurate, narrowly worded, and supported by the attached evidence, upstream agent objects, local report/data files, or public source URLs. Also check that non-actions/manual overrides are labeled honestly and are not presented as market evidence. Required output format: VERDICT: PASS or VERDICT: FAIL Findings: - concise bullets with exact source/file references Corrections needed: - bullets, or "None" Pass only if this agent step's claims and evidence are supportable and no external connector/source is overstated. Initializing agent... ──────────────────────────────────────── ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipeline-v2-smoke-mrvl-2026-06-03.json 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json 0.1s ┊ 🔎 grep 02_social_monitoring|selected_ticker_override|Nitter|Apify|Twitter|social|pipeline_v2_selected_ticker_smoke|manual smoke|automated social 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports/mrvl-deep-dive-2026-06-03.html 0.1s ┊ 🔎 grep Current pipeline-compatible Nitter-style RSS mirrors preferred|Nitter-style RSS mirrors|02_social_monitoring|selected_ticker_override|pipeline_v2_selected_ticker_smoke 0.0s ┊ 📖 read /tmp/equityanalysis-reports-v2/tools/run-pipeline-v2-smoke.py 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/tools/run-pipeline-v2-smoke.py 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json 0.1s ┊ 💻 $ python3 - <<'PY' import json, re, pathlib base=pathlib.Path('/tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03') smoke=json.loads((base/'pipeline-v2-smoke-mrvl-2026-06-03.json').read_text()) generated=json.loads((base/'processed/generated_reports_20260603_mrvl.json').read_text())[0] agent=next(a for a in smoke['agents'] if a['agent']=='02_social_monitoring') trace=next(a for a in generated['pipeline_v2_agent_trace'] if a['agent']=='02_social_monitoring') urls=sorted(set(re.findall(r'https?://[^\s"<>]+', json.dumps(agent)))) print('agent_status=', agent['status']) print('agent_signal_source=', agent['signal_source']) print('agent_pass_to_agent_03=', agent['pass_to_agent_03']) print('agent_ticker=', agent['ticker']) print('agent_object_urls=', urls) print('generated_trace_matches_smoke_agent=', trace == agent) print('generated_signal=', json.dumps(generated['signal'], sort_keys=True)) print('agent03_signal_sources=', next(a for a in smoke['agents'] if a['agent']=='03_trade_idea_distiller')['signal_sources']) PY 0.1s ┊ 🔎 grep Nitter|Apify|Twitter paid scraper|curated-account discovery|RSS mirrors 0.0s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/v2-preview.json 0.1s ╭─ ⚕ Hermes ───────────────────────────────────────────────────────────────────╮ VERDICT: PASS Findings: - Smoke JSON contains the Agent 02 object exactly under review: agent=02_social_monitoring, status=selected_ticker_override, ticker=MRVL, connector_policy as stated, signal_source=pipeline_v2_selected_ticker_smoke, and pass_to_agent_03=true: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipeline-v2-smoke-mrvl-2026-06-03.json lines 71-76. - Claim 1 is supported and narrowly worded: the Agent 02 claims list states MRVL entered through selected-ticker/manual smoke override, not automated social-signal rank, with matching evidence: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipeline-v2-smoke-mrvl-2026-06-03.json lines 77-85. - Structured Agent 04 data independently supports the same non-social provenance: signal_source=pipeline_v2_selected_ticker_smoke, mentions=0, unique_accounts=0, source_posts=[], and notes “Selected ticker override; social evidence intentionally not used as proof of merit”: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json lines 426-432. - Structured Agent 04 trace preserves the same Agent 02 object and claims/evidence: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json lines 499-513. Parsed check also returned generated_trace_matches_smoke_agent=True. - Final HTML labels the override honestly and does not present it as market evidence: it says the report was created from a selected ticker override for Pipeline v2 smoke testing, “not from an automated social-signal rank,” with Mentions: 0, unique accounts: 0, source posts: 0, and says selected-ticker/social provenance is context only, not investment-merit evidence: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports/mrvl-deep-dive-2026-06-03.html line 7. Lines 6 and 8 also state the selected ticker smoke test did not claim a social-signal gate and that the override is not evidence of quality. - Claim 2 is supportable as an internal connector-policy claim, not as external market evidence. Pipeline v2 preview config lists Agent 02 social default_connectors=["social_rss"], paid_fallbacks=["twitter_api_v2","apify"], and scope “Keep curated RSS/Nitter-style X monitoring as discovery layer”: /tmp/equityanalysis-reports-v2/data/pipeline/v2-preview.json lines 29-32. The social_rss connector is marked self_hosted_existing / primary_social_discovery with note “Current curated Nitter/RSS mirror collector remains the default”: same file lines 65-70. - Smoke generator source constructs Agent 02 as selected_ticker_override with the same connector policy and selected-ticker signal source, and generates the two reviewed claims directly from that object: /tmp/equityanalysis-reports-v2/tools/run-pipeline-v2-smoke.py lines 243-252 and 731-739. - No external source_url or URL-shaped string appears in the Agent 02 object; parsed check returned agent_object_urls=[]. Generated source_posts is empty, so there was no Agent 02 public social/source URL to fetch. The connector was explicitly “not required for selected-ticker smoke,” so no external connector/source is overstated as having been used. Corrections needed: - None ╰──────────────────────────────────────────────────────────────────────────────╯ Resume this session with: hermes --resume 20260603_152812_ebe37d -p equityanalysis Session: 20260603_152812_ebe37d Duration: 1m 9s Messages: 20 (1 user, 18 tool calls) ``` ### stderr ``` ``` ## Agent 02B — Oversold Technical Screener Agent: 02B_oversold_technical_screener Role: agent-step-claims-and-evidence Passed: True Return code: 0 ### stdout ``` Query: You are a fresh-context Pipeline v2 agent-step claim verifier subagent for MRVL. Agent under review: Agent 02B — Oversold Technical Screener (02B_oversold_technical_screener) Files to inspect: - Pipeline v2 smoke result JSON: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipelin e-v2-smoke-mrvl-2026-06-03.json - Final/current HTML report: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports /mrvl-deep-dive-2026-06-03.html - Structured Agent 04 report data: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/process ed/generated_reports_20260603_mrvl.json Agent object to verify: ```json { "agent": "02B_oversold_technical_screener", "status": "completed", "connector_policy": "Yahoo chart API via direct stdlib connector; no Polygon/Alpha Vantage key used.", "technical": { "symbol": "MRVL", "source": "Yahoo Finance chart API", "source_url": "https://query1.finance.yahoo.com/v8/finance/chart/MRVL?range=1y&interval=1d", "date": "2026-06-03", "timestamp_utc": "2026-06-03T13:30:00+00:00", "retrieval_timestamp_utc": "2026-06-03T15:26:29.728142+00:00", "price": 305.145, "ma20": 196.3112, "ma50": 157.6337, "ma200": 101.3535, "low_52w": 61.15, "high_52w": 324.15, "pct_above_52w_low": 399.01, "rsi14": 86.63, "stoch_k14": 88.22, "lower_bollinger_band_20_2": 121.4432, "below_lower_bollinger_band": false, "macd_histogram_trend": "curling_up", "volume_trend": "not_contracting" }, "claims": [ { "claim": "Technical snapshot for MRVL uses Yahoo chart API data dated 2026-06-03.", "evidence": "https://query1.finance.yahoo.com/v8/finance/chart/MRVL?range=1y&interval=1d" }, { "claim": "RSI(14) is 86.63; price is 399.01% above the 52-week low; below lower Bollinger Band is False.", "evidence": "02B technical object in smoke JSON, calculated from Yahoo OHLCV rows." } ] } ``` Use tools directly. Read the smoke JSON and relevant local files. For any external-source claim or source_url in the agent object, fetch/inspect the public URL where practical. If a URL blocks, say exactly what blocked and verify everything possible from the local structured data and URL shape. Check only this agent step. Confirm that every claim in the agent object's `claims` list is accurate, narrowly worded, and supported by the attached evidence, upstream agent objects, local report/data files, or public source URLs. Also check that non-actions/manual overrides are labeled honestly and are not presented as market evidence. Required output format: VERDICT: PASS or VERDICT: FAIL Findings: - concise bullets with exact source/file references Corrections needed: - bullets, or "None" Pass only if this agent step's claims and evidence are supportable and no external connector/source is overstated. Initializing agent... ──────────────────────────────────────── ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipeline-v2-smoke-mrvl-2026-06-03.json 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json 0.1s ┊ 🔎 grep 02B|Oversold|RSI|Bollinger|Yahoo|technical|305\.145|86\.63|399\.01 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports/mrvl-deep-dive-2026-06-03.html 0.1s ┊ 🔎 grep pct_above_52w_low|below_lower_bollinger_band|lower_bollinger_band_20_2|stoch_k14|macd_histogram_trend 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/tools/run-pipeline-v2-smoke.py 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/tools/run-pipeline-v2-smoke.py 0.1s ┊ 💻 $ python3 - <<'PY' import json, urllib.request, ssl, datetime, statistics, math url='https://query1.finance.yahoo.com/v8/finance/chart/MRVL?range=1y&interval=1d' req=urllib.request.Request(url, headers={'User-Agent':'Mozilla/5.0'}) try: with urllib.request.urlopen(req, timeout=20) as r: data=r.read() print('HTTP_STATUS', r.status) print('CONTENT_TYPE', r.headers.get('content-type')) print('BYTES', len(data)) j=json.loads(data) result=(j.get('chart') or {}).get('result') or [] print('RESULT_COUNT', len(result)) if result: node=result[0] meta=node.get('meta') or {} print('META_SYMBOL', meta.get('symbol')) print('META_EXCHANGE', meta.get('exchangeName')) print('META_INSTRUMENT', meta.get('instrumentType')) print('META_RANGE', meta.get('range')) print('META_INTERVAL', meta.get('dataGranularity')) print('META_CURRENCY', meta.get('currency')) ts=node.get('timestamp') or [] quote=(node.get('indicators',{}).get('quote') or [{}])[0] closes=quote.get('close') or [] highs=quote.get('high') or [] lows=quote.get('low') or [] vols=quote.get('volume') or [] rows=[] for i,t in enumerate(ts): close=closes[i] if i=n else None def ema(values,n): if not values: return [] k=2/(n+1); out=[values[0]] for v in values[1:]: out.append(v*k+out[-1]*(1-k)) return out def rsi(values,n=14): gains=[]; losses=[] for prev, cur in zip(values[-n-1:-1], values[-n:]): delta=cur-prev; gains.append(max(delta,0.0)); losses.append(max(-delta,0.0)) avg_gain=statistics.fmean(gains); avg_loss=statistics.fmean(losses) return 100.0 if avg_loss==0 else 100 - (100/(1+avg_gain/avg_loss)) price=closes[-1] low_52w=min(r['low'] for r in rows[-252:]) high_52w=max(r['high'] for r in rows[-252:]) ma20=sma(closes,20) std20=statistics.pstdev(closes[-20:]) lower_bb=ma20-2*std20 macd=[a-b for a,b in zip(ema(closes,12), ema(closes,26))] sig=ema(macd,9); hist=[a-b for a,b in zip(macd,sig)] print('as_fetched_last_date', rows[-1]['date'], rows[-1]['timestamp_utc']) for k,v in { 'price':round(price,4),'ma20':round(ma20,4),'ma50':round(sma(closes,50),4),'ma200':round(sma(closes,200),4),'low_52w':round(low_52w,4),'high_52w':round(high_52w,4),'pct_above_52w_low':round((price-low_52w)/low_52w*100,2),'rsi14':round(rsi(closes),2),'lower_bollinger_band_20_2':round(lower_bb,4),'below_lower_bollinger_band':bool(price<=lower_bb),'macd_histogram_trend':'curling_up' if len(hist)>=2 and hist[-1]>hist[-2] else 'not_curling_up' }.items(): print(k, v) PY 0.2s ┊ 💻 $ date -u '+%Y-%m-%dT%H:%M:%SZ' 0.0s ┊ 💻 $ python3 - <<'PY' price=305.145 low=61.15 print(round((price-low)/low*100,2)) print(price <= 121.4432) PY 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/tools/run-pipeline-v2-smoke.py 0.1s ┊ 🔎 grep Polygon|Alpha|polygon|alpha|ALPHA|POLYGON|alphavantage 0.0s ╭─ ⚕ Hermes ───────────────────────────────────────────────────────────────────╮ VERDICT: PASS Findings: - Smoke JSON supports the agent identity/status/policy and both claims: Agent 02B is completed; connector policy says “Yahoo chart API via direct stdlib connector; no Polygon/Alpha Vantage key used”; technical object has source Yahoo Finance chart API, source_url https://query1.finance.yahoo.com/v8/finance/chart/MRVL?range=1y&interval=1d, date 2026-06-03, timestamp 2026-06-03T13:30:00+00:00, RSI 86.63, pct_above_52w_low 399.01, and below_lower_bollinger_band false. File: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipeline-v2-smoke-mrvl-2026-06-03.json, lines 89-122. - Arithmetic behind “399.01% above the 52-week low” checks out from the smoke JSON values: (305.145 - 61.15) / 61.15 * 100 = 399.01; 305.145 <= 121.4432 is False, matching the Bollinger-band claim. - Structured Agent 04 data repeats the Agent 02B trace with the same source_url, date, timestamp, RSI 86.63, pct_above_52w_low 399.01, and below_lower_bollinger_band false. File: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json, lines 517-550. - Final HTML report is consistent with the Yahoo-derived technical context and labels technicals as secondary entry/risk-control inputs, not investment merit proof: “Technical indicators are secondary” and RSI(14) shown as 86.6; source text says exact technical values are in generated JSON and Yahoo chart API is endpoint provenance. File: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports/mrvl-deep-dive-2026-06-03.html, lines 21-25 and sources at lines 30-31. - Public Yahoo URL was fetchable. Live fetch returned HTTP 200 JSON, symbol MRVL, exchange NMS, instrument EQUITY, range 1y, interval 1d, and a 2026-06-03 daily row. The live current-day row had changed versus the stored smoke snapshot, which is expected for mutable intraday daily-bar data and is explicitly caveated in the HTML at line 25. - Local pipeline code supports the connector-policy wording: it uses Python stdlib urllib.request to fetch the Yahoo chart endpoint; no Polygon/Alpha Vantage connector path is used for Agent 02B. File: /tmp/equityanalysis-reports-v2/tools/run-pipeline-v2-smoke.py, lines 23-24, 48-58, 130-166, and 254-264. - No manual override or non-action is presented as market evidence by this Agent 02B step. The agent’s claims are narrow technical/source-provenance claims only. Corrections needed: - None ╰──────────────────────────────────────────────────────────────────────────────╯ Resume this session with: hermes --resume 20260603_152924_de6399 -p equityanalysis Session: 20260603_152924_de6399 Duration: 1m 55s Messages: 24 (1 user, 22 tool calls) ``` ### stderr ``` ``` ## Agent 02C — Political Smart Money Agent: 02C_political_smart_money Role: agent-step-claims-and-evidence Passed: True Return code: 0 ### stdout ``` Query: You are a fresh-context Pipeline v2 agent-step claim verifier subagent for MRVL. Agent under review: Agent 02C — Political Smart Money (02C_political_smart_money) Files to inspect: - Pipeline v2 smoke result JSON: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipelin e-v2-smoke-mrvl-2026-06-03.json - Final/current HTML report: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports /mrvl-deep-dive-2026-06-03.html - Structured Agent 04 report data: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/process ed/generated_reports_20260603_mrvl.json Agent object to verify: ```json { "agent": "02C_political_smart_money", "status": "not_triggered_for_selected_ticker_smoke", "connector_policy": "Free/public CapitolTrades-style connector remains pending; no paid QuiverQuant/Apify connector used.", "pass_to_agent_03": false, "claims": [ { "claim": "Political smart-money connector was not triggered for this selected-ticker smoke test.", "evidence": "status=not_triggered_for_selected_ticker_smoke; pass_to_agent_03=False" }, { "claim": "No paid QuiverQuant/Apify political connector was used.", "evidence": "Free/public CapitolTrades-style connector remains pending; no paid QuiverQuant/Apify connector used." } ] } ``` Use tools directly. Read the smoke JSON and relevant local files. For any external-source claim or source_url in the agent object, fetch/inspect the public URL where practical. If a URL blocks, say exactly what blocked and verify everything possible from the local structured data and URL shape. Check only this agent step. Confirm that every claim in the agent object's `claims` list is accurate, narrowly worded, and supported by the attached evidence, upstream agent objects, local report/data files, or public source URLs. Also check that non-actions/manual overrides are labeled honestly and are not presented as market evidence. Required output format: VERDICT: PASS or VERDICT: FAIL Findings: - concise bullets with exact source/file references Corrections needed: - bullets, or "None" Pass only if this agent step's claims and evidence are supportable and no external connector/source is overstated. Initializing agent... ──────────────────────────────────────── ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipeline-v2-smoke-mrvl-2026-06-03.json 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json 0.1s ┊ 🔎 grep 02C_political_smart_money|Political Smart Money|QuiverQuant|Apify|CapitolTrades|not_triggered_for_selected_ticker_smoke|political 0.1s ┊ 🔎 grep selected ticker|selected-ticker|political|smart-money|CapitolTrades|QuiverQuant|Apify|mentions|unique|source posts|source_posts|provenance|social 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports/mrvl-deep-dive-2026-06-03.html 0.1s ┊ 🔎 grep political-smart-money|political|social override|does not overstate social|Pipeline/agent trace 0.1s ┊ 🔎 grep QuiverQuant|Apify|CapitolTrades|02C_political_smart_money|political 0.0s ┊ 🔎 grep QuiverQuant|Apify|CapitolTrades|02C_political_smart_money|political|smart-money 0.0s ┊ 🔎 grep source_url|source_posts|mentions|unique_accounts|signal_source 0.0s ╭─ ⚕ Hermes ───────────────────────────────────────────────────────────────────╮ VERDICT: PASS Findings: - Smoke JSON contains Agent 02C exactly as provided: agent=02C_political_smart_money, status=not_triggered_for_selected_ticker_smoke, connector_policy=Free/public CapitolTrades-style connector remains pending; no paid QuiverQuant/Apify connector used., and pass_to_agent_03=false: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipeline-v2-smoke-mrvl-2026-06-03.json lines 125-128. - Claim 1 is supported by local trace evidence: the Agent 02C object states not_triggered_for_selected_ticker_smoke and pass_to_agent_03=false: same smoke JSON lines 125-132; the structured Agent 04 trace preserves the same values at /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json lines 553-560. - Agent 03 did not receive 02C as a signal source; its signal_sources are only pipeline_v2_selected_ticker_smoke and agent_02b: smoke JSON lines 141-148; generated report data lines 569-575. - Claim 2 is supportable as an internal non-use/connector-policy statement: both the smoke JSON and structured Agent 04 trace state no paid QuiverQuant/Apify political connector was used: smoke JSON lines 127 and 135-136; generated report data lines 555 and 563-564. - No external source_url appears in the Agent 02C object, and no political/source-post data is attached to inspect. The structured signal object shows selected-ticker smoke provenance with mentions=0, unique_accounts=0, and source_posts=[]: generated report data lines 426-432. - The final HTML does not overstate social or political smart-money evidence. It says the report came from a selected ticker override, not an automated social-signal rank, with mentions/accounts/source posts all zero, and labels selected-ticker/social provenance as context only, not investment-merit evidence: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports/mrvl-deep-dive-2026-06-03.html line 7. - A local search of run JSON found QuiverQuant/Apify/CapitolTrades references only in connector-policy/non-use contexts for Agent 02/02C; the HTML contains no political/QuiverQuant/Apify/CapitolTrades/smart-money claims. Corrections needed: None ╰──────────────────────────────────────────────────────────────────────────────╯ Resume this session with: hermes --resume 20260603_153122_708fe6 -p equityanalysis Session: 20260603_153122_708fe6 Duration: 50s Messages: 14 (1 user, 12 tool calls) ``` ### stderr ``` ``` ## Agent 03 — Trade Idea Distiller Agent: 03_trade_idea_distiller Role: agent-step-claims-and-evidence Passed: True Return code: 0 ### stdout ``` Query: You are a fresh-context Pipeline v2 agent-step claim verifier subagent for MRVL. Agent under review: Agent 03 — Trade Idea Distiller (03_trade_idea_distiller) Files to inspect: - Pipeline v2 smoke result JSON: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipelin e-v2-smoke-mrvl-2026-06-03.json - Final/current HTML report: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports /mrvl-deep-dive-2026-06-03.html - Structured Agent 04 report data: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/process ed/generated_reports_20260603_mrvl.json Agent object to verify: ```json { "agent": "03_trade_idea_distiller", "status": "completed", "ticker": "MRVL", "signal_sources": [ "pipeline_v2_selected_ticker_smoke", "agent_02b" ], "source_overlap_boost": false, "direction": "research_watchlist_candidate", "non_advisory_note": "Smoke-test output only; not a trade recommendation.", "claims": [ { "claim": "Distiller output is a research-watchlist candidate only, not a trade recommendation.", "evidence": "direction=research_watchlist_candidate; note=Smoke-test output only; not a trade recommendation." }, { "claim": "Signal sources passed into the distiller are pipeline_v2_selected_ticker_smoke, agent_02b.", "evidence": "Agent 02 selected-ticker override plus Agent 02B technical object in smoke JSON." } ] } ``` Use tools directly. Read the smoke JSON and relevant local files. For any external-source claim or source_url in the agent object, fetch/inspect the public URL where practical. If a URL blocks, say exactly what blocked and verify everything possible from the local structured data and URL shape. Check only this agent step. Confirm that every claim in the agent object's `claims` list is accurate, narrowly worded, and supported by the attached evidence, upstream agent objects, local report/data files, or public source URLs. Also check that non-actions/manual overrides are labeled honestly and are not presented as market evidence. Required output format: VERDICT: PASS or VERDICT: FAIL Findings: - concise bullets with exact source/file references Corrections needed: - bullets, or "None" Pass only if this agent step's claims and evidence are supportable and no external connector/source is overstated. Initializing agent... ──────────────────────────────────────── ┊ 🔎 grep 03_trade_idea_distiller|trade_idea_distiller|research_watchlist_candidate|source_overlap_boost|pipeline_v2_selected_ticker_smoke|agent_02b 0.1s ┊ 🔎 grep 03_trade_idea_distiller|trade_idea_distiller|research_watchlist_candidate|source_overlap_boost|pipeline_v2_selected_ticker_smoke|agent_02b 0.1s ┊ 🔎 grep Trade Idea Distiller|research-watchlist|research watchlist|trade recommendation|pipeline_v2_selected_ticker_smoke|agent_02b 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipeline-v2-smoke-mrvl-2026-06-03.json 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports/mrvl-deep-dive-2026-06-03.html 0.1s ┊ 💻 $ python3 - <<'PY' import json paths=[ '/tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipeline-v2-smoke-mrvl-2026-06-03.json', '/tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json' ] for p in paths: with open(p) as f: data=json.load(f) # find agent trace either top-level pipeline_v2_agent_trace or nested report def find_traces(obj): if isinstance(obj, dict): for k,v in obj.items(): if k=='pipeline_v2_agent_trace' and isinstance(v,list): yield v yield from find_traces(v) elif isinstance(obj, list): for v in obj: yield from find_traces(v) traces=list(find_traces(data)) print('\nPATH',p) print('traces',len(traces)) for trace in traces[:1]: for wanted in ['02_social_monitoring','02B_oversold_technical_screener','03_trade_idea_distiller']: matches=[a for a in trace if a.get('agent')==wanted] print(wanted, len(matches), matches[0] if matches else None) PY 0.1s ┊ 💻 $ python3 - <<'PY' import json p='/tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipeline-v2-smoke-mrvl-2026-06-03.json' with open(p) as f: data=json.load(f) print(type(data), data.keys() if isinstance(data, dict) else None) for k,v in data.items(): if isinstance(v, list): print(k, 'list', len(v), 'first_type', type(v[0]).__name__ if v else None) elif isinstance(v, dict): print(k, 'dict keys', list(v.keys())[:8]) else: print(k, repr(v)[:80]) PY 0.1s ┊ 💻 $ python3 - <<'PY' import json, urllib.request url='https://query1.finance.yahoo.com/v8/finance/chart/MRVL?range=1y&interval=1d' req=urllib.request.Request(url, headers={'User-Agent':'Mozilla/5.0 claim-verifier'}) try: with urllib.request.urlopen(req, timeout=20) as r: body=r.read(1000) print('status', r.status) print('content-type', r.headers.get('content-type')) print('first_200', body[:200].decode('utf-8','replace')) except Exception as e: print('blocked_or_failed', type(e).__name__, str(e)) PY 0.2s ╭─ ⚕ Hermes ───────────────────────────────────────────────────────────────────╮ VERDICT: PASS Findings: - /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipeline-v2-smoke-mrvl-2026-06-03.json lines 141-150 show Agent 03 completed for MRVL with signal_sources ["pipeline_v2_selected_ticker_smoke", "agent_02b"], source_overlap_boost=false, direction="research_watchlist_candidate", and non_advisory_note="Smoke-test output only; not a trade recommendation." - The two Agent 03 claims are reproduced exactly and supported in the smoke JSON at lines 151-159. - Upstream Agent 02 support: smoke JSON lines 71-80 show MRVL came from selected_ticker_override, signal_source="pipeline_v2_selected_ticker_smoke", and pass_to_agent_03=true. This supports the manual/selected-ticker source claim and does not present the override as market evidence. - Upstream Agent 02B support: smoke JSON lines 89-112 show a completed 02B technical object for MRVL, including Yahoo Finance chart API provenance; this supports the “agent_02b” source component referenced by Agent 03. - Structured Agent 04/generated data independently preserves the same Agent 03 object at /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json lines 569-587. - Structured generated data lines 426-432 label the signal as pipeline_v2_selected_ticker_smoke with mentions=0, unique_accounts=0, source_posts=[], and note that social evidence was intentionally not used as proof of merit. - Final/current HTML report line 4 labels the report “Research support only, not investment advice,” and line 7 states the report was created from a selected ticker override for smoke testing, not from an automated social-signal rank; it also says selected-ticker/social provenance is context only, not investment-merit evidence. - Agent 03 itself contains no external source_url. I inspected the upstream 02B Yahoo chart endpoint referenced in the local evidence; it returned HTTP 200 with JSON for MRVL. Current Yahoo data is mutable, but Agent 03’s claims rely only on the local trace/source provenance, not current market values. Corrections needed: - None ╰──────────────────────────────────────────────────────────────────────────────╯ Resume this session with: hermes --resume 20260603_153214_ca1c3c -p equityanalysis Session: 20260603_153214_ca1c3c Duration: 1m 22s Messages: 16 (1 user, 14 tool calls) ``` ### stderr ``` ``` ## Agent 04 — Deep Dive Research Agent: 04_deep_dive_research Role: agent-step-claims-and-evidence Passed: True Return code: 0 ### stdout ``` Query: You are a fresh-context Pipeline v2 agent-step claim verifier subagent for MRVL. Agent under review: Agent 04 — Deep Dive Research (04_deep_dive_research) Files to inspect: - Pipeline v2 smoke result JSON: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipelin e-v2-smoke-mrvl-2026-06-03.json - Final/current HTML report: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports /mrvl-deep-dive-2026-06-03.html - Structured Agent 04 report data: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/process ed/generated_reports_20260603_mrvl.json Agent object to verify: ```json { "agent": "04_deep_dive_research", "status": "completed", "report_path": "/tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/report s/mrvl-deep-dive-2026-06-03.html", "data_path": "/tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/proces sed/generated_reports_20260603_mrvl.json", "v1_citation_verifier_required": true, "claims": [ { "claim": "Agent 04 generated a deep-dive report and structured data artifact for the selected ticker.", "evidence": "report_path=/tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026- 06-03/reports/mrvl-deep-dive-2026-06-03.html; data_path=/tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06- 03/processed/generated_reports_20260603_mrvl.json" }, { "claim": "Agent 04 remains subject to the Pipeline v1 citation verifier gate.", "evidence": "v1_citation_verifier_required=true in the Agent 04 smoke JSON/structured trace, plus the citation_verification audit markdown produced by the v1 verifier team." } ] } ``` Use tools directly. Read the smoke JSON and relevant local files. For any external-source claim or source_url in the agent object, fetch/inspect the public URL where practical. If a URL blocks, say exactly what blocked and verify everything possible from the local structured data and URL shape. Check only this agent step. Confirm that every claim in the agent object's `claims` list is accurate, narrowly worded, and supported by the attached evidence, upstream agent objects, local report/data files, or public source URLs. Also check that non-actions/manual overrides are labeled honestly and are not presented as market evidence. Required output format: VERDICT: PASS or VERDICT: FAIL Findings: - concise bullets with exact source/file references Corrections needed: - bullets, or "None" Pass only if this agent step's claims and evidence are supportable and no external connector/source is overstated. Initializing agent... ──────────────────────────────────────── ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipeline-v2-smoke-mrvl-2026-06-03.json 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json 0.1s ┊ 🔎 find *citation* 0.1s ┊ 🔎 grep 04_deep_dive_research|v1_citation_verifier_required|citation_verification|Deep Dive 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports/mrvl-deep-dive-2026-06-03.html 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/citation_verification/mrvl-citation-verification-2026-06-03.md 0.1s ┊ 🔎 grep https?://[^"'<> )]+|href=|Generated|selected|social|source|citation|SEC|Yahoo|MRVL|Marvell 0.1s ┊ 🔎 grep VERDICT:|PASS|FAIL|citation|Passed:|coverage|mrvl-deep-dive|source_url|manual|override|social 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/citation_verification/mrvl-citation-verification-2026-06-03.md 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/citation_verification/mrvl-citation-verification-2026-06-03.md 0.1s ┊ 🔎 grep ^## |^Passed:|VERDICT:|Corrections needed:|citation-coverage|Failed|FAIL|PASS|None 0.0s ┊ 💻 $ python3 - <<'PY' import json, os, re, html, urllib.request, pathlib base=pathlib.Path('/tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03') paths={ 'smoke': base/'pipeline-v2-smoke-mrvl-2026-06-03.json', 'html': base/'reports/mrvl-deep-dive-2026-06-03.html', 'data': base/'processed/generated_reports_20260603_mrvl.json', 'audit': base/'citation_verification/mrvl-citation-verification-2026-06-03.md', } for k,p in paths.items(): st=p.stat() print(f'FILE {k} exists={p.exists()} size={st.st_size} path={p}') smoke=json.loads(paths['smoke'].read_text()) agent=[a for a in smoke['agents'] if a.get('agent')=='04_deep_dive_research'][0] print('SMOKE_AGENT04', json.dumps(agent, sort_keys=True)) data=json.loads(paths['data'].read_text())[0] trace=[a for a in data['pipeline_v2_agent_trace'] if a.get('agent')=='04_deep_dive_research'][0] print('TRACE_AGENT04', json.dumps(trace, sort_keys=True)) print('DATA_IDENTITY ticker=%s company=%s cik=%s' % (data.get('ticker'), data.get('company'), data.get('cik'))) print('SIGNAL_OBJECT', json.dumps(data.get('signal'), sort_keys=True)) html_text=paths['html'].read_text() urls=sorted(set(html.unescape(u).replace('&','&') for u in re.findall(r'https?://[^"<> ]+', html_text))) print('HTML_URLS', len(urls)) for u in urls: req=urllib.request.Request(u, headers={'User-Agent':'equityanalysis-agent04-verifier/1.0 contact: research@example.com','Accept-Encoding':'identity','Accept':'application/json,text/html,*/*'}) try: with urllib.request.urlopen(req, timeout=20) as r: sample=r.read(120) print('URL_OK', r.status, r.headers.get('Content-Type'), len(sample), u) except Exception as e: print('URL_BLOCKED', type(e).__name__, str(e), u) PY 1.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/agent_claim_verification/mrvl-agent-claim-verification-2026-06-03.md 0.1s ┊ 🔎 grep Passed: False|VERDICT: FAIL|Corrections needed:\n\s*- (?!None)|^## |Passed: True|VERDICT: PASS 0.0s ┊ 🔎 grep Passed: False|VERDICT: FAIL 0.0s ┊ 🔎 grep ^## |Passed: True|VERDICT: PASS|Corrections needed:|None 0.0s ╭─ ⚕ Hermes ───────────────────────────────────────────────────────────────────╮ VERDICT: PASS Findings: - Smoke JSON supports the Agent 04 object exactly: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipeline-v2-smoke-mrvl-2026-06-03.json lines 163-177 show agent=04_deep_dive_research, status=completed, the stated report_path/data_path, v1_citation_verifier_required=true, and the two claims under review. - Referenced artifacts exist and are non-empty per tool stat output: HTML report size 17,394 bytes; structured JSON size 22,516 bytes. The structured JSON identifies ticker MRVL / Marvell Technology, Inc. at /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json lines 3-5. - The HTML file is a deep-dive report for the selected ticker: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports/mrvl-deep-dive-2026-06-03.html line 4 has “MRVL Selected-Ticker Deep-Dive” and “Generated 2026-06-03.” - Structured Agent 04 trace independently mirrors the smoke JSON: generated_reports_20260603_mrvl.json lines 591-605 show status=completed, the same report_path/data_path, v1_citation_verifier_required=true, and the same two Agent 04 claims. - The v1 citation-verifier-gate claim is supportable as narrowly worded: smoke JSON line 167 and structured trace line 595 both set v1_citation_verifier_required=true. The audit markdown exists at /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/citation_verification/mrvl-citation-verification-2026-06-03.md; audit sections show Passed: True at lines 3-4, 199-200, and 451-452, with VERDICT: PASS / Corrections needed: None at lines 165/182-183, 421/434-435, and 730/744-745. - External report source links inspected successfully: tool fetch returned HTTP 200 for SEC companyfacts, SEC submissions, Yahoo MRVL chart API, SEC 10-K, and SEC 10-Q URLs cited in the HTML report lines 5, 14, 20, and 26-31. No URL blocker observed. - Manual/non-action provenance is labeled honestly and not presented as market evidence: HTML line 7 states this was a selected-ticker smoke override, not an automated social-signal rank, with mentions=0, unique accounts=0, source posts=0; structured data lines 426-432 confirm signal_source=pipeline_v2_selected_ticker_smoke, source_posts=[], and “social evidence intentionally not used as proof of merit.” Corrections needed: - None ╰──────────────────────────────────────────────────────────────────────────────╯ Resume this session with: hermes --resume 20260603_153339_ad2034 -p equityanalysis Session: 20260603_153339_ad2034 Duration: 2m 0s Messages: 25 (1 user, 23 tool calls) ``` ### stderr ``` ``` ## Agent 05 — Financial Model Smoke Agent: 05_financial_model_smoke Role: agent-step-claims-and-evidence Passed: True Return code: 0 ### stdout ``` Query: You are a fresh-context Pipeline v2 agent-step claim verifier subagent for MRVL. Agent under review: Agent 05 — Financial Model Smoke (05_financial_model_smoke) Files to inspect: - Pipeline v2 smoke result JSON: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipelin e-v2-smoke-mrvl-2026-06-03.json - Final/current HTML report: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports /mrvl-deep-dive-2026-06-03.html - Structured Agent 04 report data: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/process ed/generated_reports_20260603_mrvl.json Agent object to verify: ```json { "agent": "05_financial_model_smoke", "status": "completed", "inputs": [ "SEC companyfacts", "Yahoo chart price history", "Agent 04 report data" ], "valuation_snapshot": { "market_cap": 266962727746.58203, "enterprise_value": 268080427746.58203, "ev_sales_ttm": 30.753395939771487, "pe_ttm": 105.65667777994302 }, "note": "Smoke model records valuation inputs only; no target price or recommendation generated.", "claims": [ { "claim": "Agent 05 smoke model records valuation inputs only and does not generate a target price or recommendation.", "evidence": "Smoke model records valuation inputs only; no target price or recommendation generated." }, { "claim": "Valuation snapshot includes market cap 266962727746.58203, enterprise value 268080427746.58203, EV/sales 30.753395939771487, and P/E 105.65667777994302.", "evidence": "valuation object from Agent 04 structured report data." } ] } ``` Use tools directly. Read the smoke JSON and relevant local files. For any external-source claim or source_url in the agent object, fetch/inspect the public URL where practical. If a URL blocks, say exactly what blocked and verify everything possible from the local structured data and URL shape. Check only this agent step. Confirm that every claim in the agent object's `claims` list is accurate, narrowly worded, and supported by the attached evidence, upstream agent objects, local report/data files, or public source URLs. Also check that non-actions/manual overrides are labeled honestly and are not presented as market evidence. Required output format: VERDICT: PASS or VERDICT: FAIL Findings: - concise bullets with exact source/file references Corrections needed: - bullets, or "None" Pass only if this agent step's claims and evidence are supportable and no external connector/source is overstated. Initializing agent... ──────────────────────────────────────── ┊ 🔎 grep 05_financial_model_smoke|valuation_snapshot|Smoke model records 0.1s ┊ 🔎 grep 266962727746\.58203|268080427746\.58203|30\.753395939771487|105\.65667777994302|target price|recommendation 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipeline-v2-smoke-mrvl-2026-06-03.json 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json 0.1s ┊ 🔎 grep "valuation"|"market_cap"|"enterprise_value"|"ev_sales_ttm"|"pe_ttm"|"Agent 04|04_ 0.0s ┊ 🔎 grep target[_ ]price|recommendation|rating|portfolio_action|Smoke model records valuation inputs only|no target price 0.1s ┊ 🔎 grep Market Cap|Enterprise Value|EV/Sales|P/E|valuation|Valuation|target|recommendation|rating 0.0s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json 0.1s ┊ 💻 $ python3 - <<'PY' import json from pathlib import Path base=Path('/tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03') smoke=json.loads((base/'pipeline-v2-smoke-mrvl-2026-06-03.json').read_text()) structured=json.loads((base/'processed/generated_reports_20260603_mrvl.json').read_text()) # Find agent 05 in smoke and trace smoke_a05=next(a for a in smoke['agents'] if a['agent']=='05_financial_model_smoke') trace_a05=next(a for a in structured[0]['pipeline_v2_agent_trace'] if a['agent']=='05_financial_model_smoke') valuation=structured[0]['valuation'] keys=['market_cap','enterprise_value','ev_sales_ttm','pe_ttm'] print('smoke_a05_keys=', sorted(smoke_a05.keys())) print('trace_a05_keys=', sorted(trace_a05.keys())) print('claim_count=', len(smoke_a05['claims'])) print('snap_equals_structured_subset=', all(smoke_a05['valuation_snapshot'][k] == valuation[k] for k in keys)) for k in keys: print(k, 'smoke=', smoke_a05['valuation_snapshot'][k], 'structured=', valuation[k]) print('has_target_or_reco_field=', any(('target' in k.lower() or 'recommend' in k.lower() or 'rating' in k.lower()) for k in smoke_a05.keys())) print('same_as_trace=', smoke_a05 == trace_a05) PY 0.1s ┊ 💻 $ python3 - <<'PY' import urllib.request, urllib.error urls = [ ('Yahoo MRVL chart API', 'https://query1.finance.yahoo.com/v8/finance/chart/MRVL?range=1y&interval=1d'), ('SEC companyfacts MRVL', 'https://data.sec.gov/api/xbrl/companyfacts/CIK0001835632.json'), ('SEC submissions MRVL', 'https://data.sec.gov/submissions/CIK0001835632.json'), ] for name, url in urls: req=urllib.request.Request(url, headers={'User-Agent':'Hermes equityanalysis claim verifier contact@example.com'}) try: with urllib.request.urlopen(req, timeout=15) as r: chunk=r.read(120) print(f'{name}: HTTP {r.status}; content-type={r.headers.get("Content-Type")}; first_bytes={chunk[:60]!r}') except Exception as e: print(f'{name}: fetch blocked/failed: {type(e).__name__}: {e}') PY 1.0s ┊ 🔎 grep (?i)target price|price target|recommendation|recommend 0.0s ╭─ ⚕ Hermes ───────────────────────────────────────────────────────────────────╮ VERDICT: PASS Findings: - Agent 05 is present with status “completed” and inputs “SEC companyfacts,” “Yahoo chart price history,” and “Agent 04 report data” in /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipeline-v2-smoke-mrvl-2026-06-03.json lines 180-186. - Claim 1 is supported: the Agent 05 object contains valuation_snapshot plus the note “Smoke model records valuation inputs only; no target price or recommendation generated,” with no target-price/recommendation/rating field in the object; see smoke JSON lines 187-203. The same Agent 05 object is preserved in the structured report trace at /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json lines 608-630. - Claim 2 is supported exactly by the structured Agent 04 report data valuation object: market_cap 266962727746.58203, enterprise_value 268080427746.58203, ev_sales_ttm 30.753395939771487, and pe_ttm 105.65667777994302; see /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json lines 416-424. - The final/current HTML report presents rounded versions consistent with the valuation snapshot: market cap / EV $267.0B / $268.1B, EV / TTM revenue 30.8x, and P / TTM net income 105.7x; see /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports/mrvl-deep-dive-2026-06-03.html lines 15-20. - The Agent 05 object has no source_url fields. Related public endpoint provenance cited in the report was reachable: Yahoo MRVL chart API, SEC companyfacts, and SEC submissions each returned HTTP 200 in direct fetch checks. I treated these as endpoint/provenance checks only; the exact valuation figures are supported by the local pinned structured snapshot. - Non-action/smoke limitations are labeled honestly: Agent 05 explicitly says no target price or recommendation was generated, and upstream/final report context labels the ticker as a selected-ticker smoke-test override rather than social/market evidence; see structured JSON lines 426-432 and HTML lines 4 and 7. Corrections needed: - None ╰──────────────────────────────────────────────────────────────────────────────╯ Resume this session with: hermes --resume 20260603_153542_007fce -p equityanalysis Session: 20260603_153542_007fce Duration: 1m 36s Messages: 19 (1 user, 17 tool calls) ``` ### stderr ``` ``` ## Agent 06 — PM Gate Agent: 06_pm_gate Role: agent-step-claims-and-evidence Passed: True Return code: 0 ### stdout ``` Query: You are a fresh-context Pipeline v2 agent-step claim verifier subagent for MRVL. Agent under review: Agent 06 — PM Gate (06_pm_gate) Files to inspect: - Pipeline v2 smoke result JSON: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipelin e-v2-smoke-mrvl-2026-06-03.json - Final/current HTML report: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports /mrvl-deep-dive-2026-06-03.html - Structured Agent 04 report data: /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/process ed/generated_reports_20260603_mrvl.json Agent object to verify: ```json { "agent": "06_pm_gate", "status": "human_review_required", "portfolio_action": "none", "note": "Pipeline reached PM gate; no trade sizing is produced in smoke mode.", "claims": [ { "claim": "Pipeline reached the PM gate but produced no portfolio action in smoke mode.", "evidence": "status=human_review_required; portfolio_action=none; note=Pipeline reached PM gate; no trade sizing is produced in smoke mode." } ] } ``` Use tools directly. Read the smoke JSON and relevant local files. For any external-source claim or source_url in the agent object, fetch/inspect the public URL where practical. If a URL blocks, say exactly what blocked and verify everything possible from the local structured data and URL shape. Check only this agent step. Confirm that every claim in the agent object's `claims` list is accurate, narrowly worded, and supported by the attached evidence, upstream agent objects, local report/data files, or public source URLs. Also check that non-actions/manual overrides are labeled honestly and are not presented as market evidence. Required output format: VERDICT: PASS or VERDICT: FAIL Findings: - concise bullets with exact source/file references Corrections needed: - bullets, or "None" Pass only if this agent step's claims and evidence are supportable and no external connector/source is overstated. Initializing agent... ──────────────────────────────────────── ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipeline-v2-smoke-mrvl-2026-06-03.json 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json 0.1s ┊ 🔎 grep PM Gate|pm_gate|portfolio_action|human_review_required|no trade sizing|Pipeline reached 0.1s ┊ 🔎 grep portfolio|Portfolio|action|trade sizing|recommendation|smoke|Pipeline|Agent 06|human review|manual|override 0.1s ┊ 📖 read /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports/mrvl-deep-dive-2026-06-03.html 0.1s ╭─ ⚕ Hermes ───────────────────────────────────────────────────────────────────╮ VERDICT: PASS Findings: - /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/pipeline-v2-smoke-mrvl-2026-06-03.json lines 206-214 contains Agent 06 (06_pm_gate) with status: human_review_required, portfolio_action: none, and note: “Pipeline reached PM gate; no trade sizing is produced in smoke mode.” This directly supports the claim and evidence. - /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/processed/generated_reports_20260603_mrvl.json lines 634-642 repeats the same Pipeline v2 Agent 06 trace and claim, independently supporting that the PM gate was reached and no portfolio action was produced. - The claim is narrowly worded: it does not assert investment merit, trade sizing, approval, or a recommendation; it only states PM-gate arrival and no portfolio action in smoke mode. - No external-source claim or source_url appears in the Agent 06 object, so there was no public URL to fetch for this step. - Non-action/manual review labeling is honest: human_review_required and portfolio_action: none are presented as workflow status, not market evidence. - The final/current HTML report does not appear to expose Agent 06 PM-gate language, but it is not contradictory; it labels the report as “Research support only, not investment advice” at /tmp/equityanalysis-reports-v2/data/pipeline/smoke-tests/mrvl/2026-06-03/reports/mrvl-deep-dive-2026-06-03.html lines 4 and 7. Corrections needed: - None ╰──────────────────────────────────────────────────────────────────────────────╯ Resume this session with: hermes --resume 20260603_153722_8ad17b -p equityanalysis Session: 20260603_153722_8ad17b Duration: 36s Messages: 9 (1 user, 7 tool calls) ``` ### stderr ``` ```