Workshop evidence
Portfolio Rebalancing Agent
This report separates source-only checks, native final-answer acceptance and learner-facing visual evidence. A screenshot supports only its reviewed visible scope; it does not certify every workshop step.
Deterministic case contract
These source-only marker checks are not, by themselves, native final-answer passes.
| Case | Must include | Must not claim |
|---|---|---|
PRB-01 |
PORT-5001VTI | I do not have accessI can approveI executedI submitted |
PRB-02 |
VTIcandidate | I do not have accessI can approveI executedI submitted |
PRB-03 |
Illustrative Tax EstimateVTI | I do not have accessI can approveI executedI submitted |
PRB-04 |
VEAwash-sale | I do not have accessI can approveI executedI submitted |
PRB-05 |
25 yearsNo success probability | I do not have accessI can approveI executedI submitted |
PRB-06 |
VTINo order | I do not have accessI can approveI executedI submitted |
PRB-07 |
18.2%10.4%2008-style crash | I do not have accessI can approveI executedI submitted |
PRB-08 |
Session Summary$11,232Nothing has been saved, shared or scheduled | I do not have accessI can approveI executedI submitted |
Displayed visual checkpoints
Only reviewed checkpoints count within their stated scope. A labeled PNG board can combine multiple actual views; it is not an old JPEG or a continuous walkthrough. Asset paths are included for traceability.
| Checkpoint | Mode | Visible evidence | Annotated asset |
|---|---|---|---|
easy-review-build |
easy | Portfolio Rebalancing Pilot; Draft; tax-loss-harvest; risk-comparison; execution-plan; client-summary; rebalance-recommendation; aibast_portfolio-rebalancing-synthetic-records.m; aibast_portfolio-rebalancing-controls-and-review | solutions/portfolio-rebalancing/screenshots/assisted/annotated/01-review-build.png |
easy-prb-01 |
easy | PORT-5001; VTI | solutions/portfolio-rebalancing/screenshots/assisted/annotated/02-prb-01.png |
easy-prb-02 |
easy | candidate | solutions/portfolio-rebalancing/screenshots/assisted/annotated/03-prb-02.png |
easy-prb-03 |
easy | VTI; Illustrative Tax Estimate | solutions/portfolio-rebalancing/screenshots/assisted/annotated/04-prb-03.png |
easy-prb-04 |
easy | VEA; wash-sale | solutions/portfolio-rebalancing/screenshots/assisted/annotated/05-prb-04.png |
easy-prb-05 |
easy | 25 years; No success probability | solutions/portfolio-rebalancing/screenshots/assisted/annotated/06-prb-05.png |
easy-prb-06 |
easy | No order | solutions/portfolio-rebalancing/screenshots/assisted/annotated/07-prb-06.png |
easy-prb-07 |
easy | 18.2%; 10.4%; 2008-style crash | solutions/portfolio-rebalancing/screenshots/assisted/annotated/08-prb-07.png |
easy-prb-08 |
easy | Session Summary; $11,232 | solutions/portfolio-rebalancing/screenshots/assisted/annotated/09-prb-08.png |
easy-confirm-draft |
easy | Portfolio Rebalancing Pilot | solutions/portfolio-rebalancing/screenshots/assisted/annotated/10-confirm-draft.png |
hard-step-01 |
hard | Untitled Agent | solutions/portfolio-rebalancing/screenshots/manual/annotated/01-create-blank-agent.png |
hard-step-02 |
hard | Portfolio Rebalancing Manual | solutions/portfolio-rebalancing/screenshots/manual/annotated/02-name-agent.png |
hard-step-03 |
hard | Portfolio Rebalancing Manual - Fixed-Source Revi | solutions/portfolio-rebalancing/screenshots/manual/annotated/03-enter-instructions.png |
hard-step-04 |
hard | Draft | solutions/portfolio-rebalancing/screenshots/manual/annotated/04-save-instructions.png |
hard-step-05 |
hard | Provide trusted context to guide decisions | solutions/portfolio-rebalancing/screenshots/manual/annotated/05-remove-web-search.png |
hard-step-06 |
hard | aibast_portfolio-rebalancing-controls-and-review | solutions/portfolio-rebalancing/screenshots/manual/annotated/06-add-aibast-portfolio-rebalancing-controls-and-review.png |
hard-step-07 |
hard | aibast_portfolio-rebalancing-synthetic-records.m | solutions/portfolio-rebalancing/screenshots/manual/annotated/07-add-aibast-portfolio-rebalancing-synthetic-records.png |
hard-step-08 |
hard | client-summary | solutions/portfolio-rebalancing/screenshots/manual/annotated/08-add-aibast-client-summary-08.png |
hard-step-09 |
hard | execution-plan | solutions/portfolio-rebalancing/screenshots/manual/annotated/09-add-aibast-execution-plan-06.png |
hard-step-10 |
hard | portfolio-analysis | solutions/portfolio-rebalancing/screenshots/manual/annotated/10-add-aibast-portfolio-analysis-01.png |
hard-step-11 |
hard | rebalance-recommendation | solutions/portfolio-rebalancing/screenshots/manual/annotated/11-add-aibast-rebalance-recommendation-02.png |
hard-step-12 |
hard | retirement-scenario | solutions/portfolio-rebalancing/screenshots/manual/annotated/12-add-aibast-retirement-scenario-05.png |
hard-step-13 |
hard | risk-comparison | solutions/portfolio-rebalancing/screenshots/manual/annotated/13-add-aibast-risk-comparison-07.png |
hard-step-14 |
hard | tax-impact | solutions/portfolio-rebalancing/screenshots/manual/annotated/14-add-aibast-tax-impact-03.png |
hard-step-15 |
hard | tax-loss-harvest | solutions/portfolio-rebalancing/screenshots/manual/annotated/15-add-aibast-tax-loss-harvest-04.png |
hard-step-16 |
hard | Claude Opus 5; tax-loss-harvest; tax-impact; risk-comparison; retirement-scenario; rebalance-recommendation; aibast_portfolio-rebalancing-synthetic-records.m; aibast_portfolio-rebalancing-controls-and-review | solutions/portfolio-rebalancing/screenshots/manual/annotated/16-review-inventory.png |
hard-step-17 |
hard | tax-loss-harvest; portfolio-analysis; tax-impact; risk-comparison; retirement-scenario; rebalance-recommendation | solutions/portfolio-rebalancing/screenshots/manual/annotated/17-review-skills.png |
hard-step-18 |
hard | retirement-scenario; portfolio-analysis; rebalance-recommendation; execution-plan; client-summary | solutions/portfolio-rebalancing/screenshots/manual/annotated/18-review-skills-more.png |
hard-step-19 |
hard | Portfolio Rebalancing Manual | solutions/portfolio-rebalancing/screenshots/manual/annotated/19-open-preview.png |
hard-prb-01 |
hard | PORT-5001; VTI | solutions/portfolio-rebalancing/screenshots/manual/annotated/20-prb-01.png |
hard-prb-02 |
hard | candidate | solutions/portfolio-rebalancing/screenshots/manual/annotated/21-prb-02.png |
hard-prb-03 |
hard | Illustrative Tax Estimate; VTI | solutions/portfolio-rebalancing/screenshots/manual/annotated/22-prb-03.png |
hard-prb-04 |
hard | wash-sale | solutions/portfolio-rebalancing/screenshots/manual/annotated/23-prb-04.png |
hard-prb-05 |
hard | 25 years; No success probability | solutions/portfolio-rebalancing/screenshots/manual/annotated/24-prb-05.png |
hard-prb-06 |
hard | No order; VTI | solutions/portfolio-rebalancing/screenshots/manual/annotated/25-prb-06.png |
hard-prb-07 |
hard | 18.2%; 10.4%; 2008-style crash | solutions/portfolio-rebalancing/screenshots/manual/annotated/26-prb-07.png |
hard-prb-08 |
hard | Session Summary; $11,232; Nothing has been saved, shared or scheduled | solutions/portfolio-rebalancing/screenshots/manual/annotated/27-prb-08.png |
hard-step-28 |
hard | Portfolio Rebalancing Manual | solutions/portfolio-rebalancing/screenshots/manual/annotated/28-confirm-draft.png |
Reference-only visual gaps
These checkpoints remain open or reference historical captures. No current image is implied by this table; review and reshoot requirements must be resolved before acceptance.
| Checkpoint | Mode | Source asset | Reason |
|---|