Equities

Valuation Agent

Measures equity valuation versus rates, inflation, and earnings.

Utility

This agent must be runnable on its own and must produce evidence that supports a decision, an avoidance, or a confidence change.

Decisions Supported

position sizingimultiple riski

Questions Answered

Is market valuation forgiving or fragile?i

Data Sources

Yahoo valuation proxy basketiS&P 500 valuationireal yieldsiearnings estimatesi

Current Run Market Data

Label	Symbol	Group	Price	Change	Change %	Status
SPY	SPY	equity_proxy	737.56	4.56	+0.62%	live
QQQ	QQQ	equity_proxy	658.13	11.09	+1.71%	live
10Y Yield	^TNX	rate	4.86	0.02	+0.41%	live
TLT	TLT	duration_proxy	82.03	0.10	+0.13%	live

Computed Signal

Name	Value	Regime	Confidence	Source	Observed
valuation_proxy_score	56.4	constructive	100%	Yahoo chart endpoint	2026-11-06T19:31:02+00:00

Declared And Target Feeds

Source	Status	Current Run Data
Yahoo valuation proxy basket	current run	4/4 observed rows attached below.
S&P 500 valuation	target feed	Not used in the current run yet; listed as the permanent feed this agent should graduate to.
real yields	target feed	Not used in the current run yet; listed as the permanent feed this agent should graduate to.
earnings estimates	target feed	Not used in the current run yet; listed as the permanent feed this agent should graduate to.

Live Status

Equity valuation proxy: SPY/QQQ average +1.17%; rate pressure +0.41%.

Score

Warnings

• No active warnings.

Signals

Name	Value	Regime	Confidence	Source	Observed
valuation_proxy_score	56.4	constructive	100%	Yahoo chart endpoint	2026-11-06T19:31:02+00:00