{
  "dataset_version": "portfolio-8-report-dataset-v1",
  "mode": "public",
  "generated_at": "2026-05-15T03:35:48.765214+00:00",
  "source_manifest": {
    "case_json": "portfolio_8_case_study.json",
    "evidence_json": null,
    "evidence_present": false,
    "public_redaction": true
  },
  "tables": {
    "portfolio_snapshot": {
      "title": "Portfolio Snapshot",
      "columns": [
        "metric",
        "value",
        "why_it_matters"
      ],
      "row_count": 8,
      "notes": ""
    },
    "performance_method": {
      "title": "Performance Method",
      "columns": [
        "metric",
        "value",
        "method"
      ],
      "row_count": 4,
      "notes": ""
    },
    "app_evidence_table": {
      "title": "App Evidence: Public Export Table",
      "columns": [
        "ticker",
        "allocation",
        "invested_weight",
        "return",
        "contribution",
        "signal"
      ],
      "row_count": 10,
      "notes": "Fallback public evidence table derived from the Portfolio 8 case JSON because app evidence.json was not supplied."
    },
    "four_app_tables": {
      "title": "Four App Evidence Tables",
      "columns": [
        "surface",
        "evidence",
        "report_use"
      ],
      "row_count": 4,
      "notes": ""
    },
    "winners": {
      "title": "Winner Attribution",
      "columns": [
        "ticker",
        "weight",
        "return",
        "contribution",
        "entry",
        "signal",
        "reconciliation"
      ],
      "row_count": 8,
      "notes": ""
    },
    "losers": {
      "title": "Loser Attribution",
      "columns": [
        "ticker",
        "weight",
        "return",
        "contribution",
        "entry",
        "signal",
        "reconciliation"
      ],
      "row_count": 8,
      "notes": ""
    },
    "thesis_ledger": {
      "title": "Thesis Ledger",
      "columns": [
        "ticker",
        "entry_date",
        "analysis_date",
        "timing",
        "signal",
        "thesis_excerpt",
        "metrics_to_watch",
        "thesis_breakers",
        "reconciliation"
      ],
      "row_count": 14,
      "notes": "Nearest pre-entry analysis is preferred; later analysis is labeled as a fallback instead of presented as contemporaneous."
    },
    "simulation_evidence": {
      "title": "Risk and Simulation Evidence",
      "columns": [
        "surface",
        "what_to_read",
        "how_to_speak"
      ],
      "row_count": 5,
      "notes": ""
    }
  }
}