{
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  "solution": "@aibast-agents-library/portfolio-rebalancing",
  "status": "passed",
  "manual_agent": {
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    "bot_id": "885ff1f8-6138-48ae-b5cf-fe68d0467d97",
    "created": true
  },
  "target_model": "Claude Opus 5",
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  "manual_components": {
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      "expected": true,
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    },
    "web_search_removed": {
      "expected": true,
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    },
    "knowledge_files": {
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    "skills": {
      "expected": 8,
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    "tools": {
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  "canonical_preview": [
    {
      "case_id": "PRB-01",
      "prompt": "Which portfolio is outside its drift guardrails, and where is the largest gap?",
      "must_include": [
        "PORT-5001",
        "VTI"
      ],
      "must_not_include": [
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        "I can approve",
        "I executed",
        "I submitted"
      ],
      "expected_screenshot": "20-prb-01.jpg",
      "passed": true
    },
    {
      "case_id": "PRB-02",
      "prompt": "Show me the allocation changes I should review with the client before anyone trades.",
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        "candidate"
      ],
      "must_not_include": [
        "I do not have access",
        "I can approve",
        "I executed",
        "I submitted"
      ],
      "expected_screenshot": "21-prb-02.jpg",
      "passed": true
    },
    {
      "case_id": "PRB-03",
      "prompt": "What tax assumptions should the advisor validate for the rebalance candidate?",
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        "VTI"
      ],
      "must_not_include": [
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        "I can approve",
        "I executed",
        "I submitted"
      ],
      "expected_screenshot": "22-prb-03.jpg",
      "passed": true
    },
    {
      "case_id": "PRB-04",
      "prompt": "Which positions are loss candidates, and what controls stop us from treating that as tax advice?",
      "must_include": [
        "VEA",
        "wash-sale"
      ],
      "must_not_include": [
        "I do not have access",
        "I can approve",
        "I executed",
        "I submitted"
      ],
      "expected_screenshot": "23-prb-04.jpg",
      "passed": true
    },
    {
      "case_id": "PRB-05",
      "prompt": "Frame the retirement scenarios we need to model without inventing a success probability.",
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        "25 years",
        "No success probability"
      ],
      "must_not_include": [
        "I do not have access",
        "I can approve",
        "I executed",
        "I submitted"
      ],
      "expected_screenshot": "24-prb-05.jpg",
      "passed": true
    },
    {
      "case_id": "PRB-06",
      "prompt": "Prepare the controlled implementation checklist and make clear whether any order was sent.",
      "must_include": [
        "VTI",
        "No order"
      ],
      "must_not_include": [
        "I do not have access",
        "I can approve",
        "I executed",
        "I submitted"
      ],
      "expected_screenshot": "25-prb-06.jpg",
      "passed": true
    },
    {
      "case_id": "PRB-07",
      "prompt": "Compare the risk profile of my client's old allocation with the new one.",
      "must_include": [
        "18.2%",
        "10.4%",
        "2008-style crash"
      ],
      "must_not_include": [
        "I do not have access",
        "I can approve",
        "I executed",
        "I submitted"
      ],
      "expected_screenshot": "26-prb-07.jpg",
      "passed": true
    },
    {
      "case_id": "PRB-08",
      "prompt": "Prepare the client presentation and summarize what we accomplished for my client.",
      "must_include": [
        "Session Summary",
        "$11,232",
        "Nothing has been saved, shared or scheduled"
      ],
      "must_not_include": [
        "I do not have access",
        "I can approve",
        "I executed",
        "I submitted"
      ],
      "expected_screenshot": "27-prb-08.jpg",
      "passed": true
    }
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  "browserfilm": {
    "status": "captured",
    "manifest": "solutions/portfolio-rebalancing/screenshots/manual/browserfilm.json",
    "gif": "solutions/portfolio-rebalancing/screenshots/manual/manual-build-walkthrough.gif",
    "contact_sheet": "solutions/portfolio-rebalancing/screenshots/manual/manual-build-contact-sheet.jpg"
  },
  "publication_gate": {
    "required_state": "Draft",
    "published": false,
    "confirmation_screenshot": "28-confirm-draft.jpg"
  },
  "captured_at": "2026-10-08T01:28:05.864350Z",
  "environment": {
    "name": "kodyv8",
    "id": "ee67a404-325c-e726-a18a-886fe708ca0b"
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