schema_version = "1.4"

[task]
name = "portfolio-agent-evals/pf-e2e-quarterly-review-multistep"
version = "1.0.0"
description = "A four-step Harbor task covering the full analyze, backtest, rebalance and communicate loop with gated step rewards and files carried between steps."
keywords = ["etf", "portfolio", "e2e", "end-to-end", "long-horizon", "state-management", "full-pipeline"]
# Per-step rewards roll up by mean; gates are declared per step below.
multi_step_reward_strategy = "mean"

[metadata]
author_name = "portfolio-agent-evals"
difficulty = "hard"
category = "quant-finance"
tags = ["end-to-end", "tier-4", "e2e", "multi-metric"]
theme = "End-to-End Multi-Step Reviews"
tier = 4
reward_type = "multi-metric"

[agent]
timeout_sec = 1800.0

[verifier]
timeout_sec = 300.0

[environment]
# Offline by design: all data is synthetic and generated at build time.
network_mode = "none"
cpus = 2
memory_mb = 4096
storage_mb = 10240
build_timeout_sec = 900.0

[[steps]]
name = "canonicalize"
# Canonical panel and anomaly ledger from messy data.
min_reward = 0.8
[steps.agent]
timeout_sec = 1800.0
[steps.verifier]
timeout_sec = 300.0

[[steps]]
name = "analyze-and-backtest"
# Drift, risk and a three-policy tournament from the step-1 panel.
[steps.agent]
timeout_sec = 1800.0
[steps.verifier]
timeout_sec = 300.0

[[steps]]
name = "rebalance"
# Tax-aware trade list with lot selection and wash-sale checks.
[steps.agent]
timeout_sec = 1800.0
[steps.verifier]
timeout_sec = 300.0

[[steps]]
name = "communicate"
# Client memo and next-quarter state file.
[steps.agent]
timeout_sec = 1800.0
[steps.verifier]
timeout_sec = 300.0