Model

Broker app: 20 ways to use Ora

Pre-trade warnings, event badges and smart alerts for millions of self-directed accounts. Each example is a complete, runnable request with the real answers it returned (37 requests, captured 2026-10-31), what they mean and, where it fits, the action it would send.

Run withAnswers were captured on ora-fin-0.1.1. Another model changes the request JSON and the Playground link; run it there to see its answers.

Rule functions and facts used by this player (36)

offset 8 sma 7 atr 5 log 3 sqrt 3 std 3 max 3 ref 3 days_to_earnings 2 avg 2 highest 2 lowest 2 days_since_split 2 days_to_ex_div 2 days_to_split 2 rsi 2 abs 1 last_earnings_move 1 next_report_amc 1 atr_pct 1 tr 1 gap_down 1 gap_up 1 div_yield_ttm 1 raised_last 1 years_of_growth 1 days_since_reverse_split 1 reverse_split_last 1 adx 1 ema 1 bbupper 1 macd 1 hanging_man 1 shooting_star 1 three_black_crows 1 inside_bar 1

Examples 11–20 of 20 · page 2 of 2

Broker app · example 11

Trend chip on every quote page: up, down or sideways (DIS)

Show a single trend chip using moving averages and ADX, computed the same way for every stock.

ora-fin-0.1.1DIS4 questions

StateDIS
Questions4 asked
Answersreal, captured
Actionsnone

State

{"symbol":"DIS"} The server fills in the latest completed session.

Questions

`up`	rule	`C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)` Stacked averages: close > 20 EMA > 50 > 200
`down`	rule	`C < ema(C, 20) and ema(C, 20) < sma(C, 50) and sma(C, 50) < sma(C, 200)` averages stacked downward: price under the 20-day EMA, under the 50-day, under the 200-day
`trending`	rule	`adx(14) > 25` Trending (ADX above 25)
`rising`	rule	`sma(C, 50) > ref(sma(C, 50), -10)` The 50-day average is rising

Answers

Question	Answer	Reading
`up` Stacked averages: close > 20 EMA > 50 > 200	0.7817	true
`down` averages stacked downward: price under the 20-day EMA, under the 50-day, under the 200-day	0.0914	false
`trending` Trending (ADX above 25)	0.7349	true
`rising` The 50-day average is rising	0.9309	true

What it means

For DIS on the session of 2026-10-30: True now: Stacked averages: close > 20 EMA > 50 > 200; Trending (ADX above 25); The 50-day average is rising. Not true: averages stacked downward: price under the 20-day EMA, under the 50-day, under the 200-day.

The chip is up when the up stack is true, down when the down stack is true, and sideways otherwise; ADX adds 'strong' when it is true.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "DIS"
  },
  "questions": {
    "up": {
      "type": "yes_no",
      "ask": "C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)"
    },
    "down": {
      "type": "yes_no",
      "ask": "C < ema(C, 20) and ema(C, 20) < sma(C, 50) and sma(C, 50) < sma(C, 200)"
    },
    "trending": {
      "type": "yes_no",
      "ask": "adx(14) > 25"
    },
    "rising": {
      "type": "yes_no",
      "ask": "sma(C, 50) > ref(sma(C, 50), -10)"
    }
  }
}

Response JSON (DIS, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "up": {
      "yes_no": 0.7817,
      "rule": "C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)",
      "basis": "rule"
    },
    "down": {
      "yes_no": 0.0914,
      "rule": "C < ema(C, 20) and ema(C, 20) < sma(C, 50) and sma(C, 50) < sma(C, 200)",
      "basis": "rule"
    },
    "trending": {
      "yes_no": 0.7349,
      "rule": "adx(14) > 25",
      "basis": "rule"
    },
    "rising": {
      "yes_no": 0.9309,
      "rule": "sma(C, 50) > ref(sma(C, 50), -10)",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "DIS",
    "as_of": "2026-10-30"
  }
}

adx ema ref sma

Try it in the Playground

Broker app · example 12

Short-sale ticket context: is TSLA stretched to the upside?

Give customers opening a short a quick context line: how stretched the stock is and how likely a squeeze-sized rally is.

ora-fin-0.1.1TSLA4 questions

StateTSLA
Questions4 asked
Answersreal, captured
Actionsnone

State

{"symbol":"TSLA"} The server fills in the latest completed session.

Questions

`stretched`	rule	`C > sma(C, 20) + 2 * atr(14)` Stretched: more than 2 ATR above the 20-day
`ob`	English → rule	Is the stock overbought on RSI, above 70?
`upper`	English → rule	Did the stock close above the upper Bollinger Band?
`rally10`	forecast	Will it rally at least 10% at some point in the next month? A 10% rally within a month

Answers

Question	Answer	Reading
`stretched` Stretched: more than 2 ATR above the 20-day	0.2042	false
`ob` Is the stock overbought on RSI, above 70 compiled to `rsi(C, 14) > 70`	0.0873	false
`upper` Did the stock close above the upper Bollinger Band compiled to `C > bbupper(C, 20)`	0.2572	false
`rally10` A 10% rally within a month	0.687	69% · likely

What it means

For TSLA on the session of 2026-10-30: Not true: Stretched: more than 2 ATR above the 20-day; Is the stock overbought on RSI, above 70; Did the stock close above the upper Bollinger Band. Forecasts: A 10% rally within a month 69%.

The context line shows the stretch facts and the rally odds side by side; shorting stays the customer's decision.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "TSLA"
  },
  "questions": {
    "stretched": {
      "type": "yes_no",
      "ask": "C > sma(C, 20) + 2 * atr(14)"
    },
    "ob": {
      "type": "yes_no",
      "instructions": "Is the stock overbought on RSI, above 70?"
    },
    "upper": {
      "type": "yes_no",
      "instructions": "Did the stock close above the upper Bollinger Band?"
    },
    "rally10": {
      "type": "yes_no",
      "instructions": "Will it rally at least 10% at some point in the next month?"
    }
  }
}

Response JSON (TSLA, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "stretched": {
      "yes_no": 0.2042,
      "rule": "C > sma(C, 20) + 2 * atr(14)",
      "basis": "rule"
    },
    "ob": {
      "yes_no": 0.0873,
      "rule": "rsi(C, 14) > 70",
      "basis": "pattern"
    },
    "upper": {
      "yes_no": 0.2572,
      "rule": "C > bbupper(C, 20)",
      "basis": "comparison"
    },
    "rally10": {
      "yes_no": 0.687
    }
  },
  "context": {
    "symbol": "TSLA",
    "as_of": "2026-10-30"
  }
}

atr bbupper rsi sma

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Broker app · example 13

Explain why SPY and VOO move together in a customer's portfolio

Answer identical questions for two near-identical funds to show customers the overlap.

ora-fin-0.1.12 symbols, one request each4 questions

State2 symbols
Questions4 asked
Answersreal, captured
Actionsnone

State

{"symbol":"SPY"} then VOO, one request each. The server fills in the latest completed session.

Questions

`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`rsi`	rule	`rsi(C, 14) > 50` RSI above 50
`drop5`	forecast	Will it drop at least 5% at some point in the next month? A 5% drawdown within a month
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Symbol	`trend`rule	`rsi`rule	`drop5`forecast	`up_week`forecast
`SPY`	0.1128	0.0919	0.203	0.598
`VOO`	0.1149	0.0938	0.194	0.589

true false not known for rules; forecasts are odds. Hover a column for its question.

What it means

Session of 2026-10-30, 2 symbols: Above the 50-day average: true for none of 2. RSI above 50: true for none of 2. Highest odds for “A 5% drawdown within a month”: SPY at 20%.

Two funds tracking the same index give nearly identical answers, which makes the overlap visible without a chart.

Request JSON (SPY; the others differ only in the symbol)

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "SPY"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "rsi": {
      "type": "yes_no",
      "ask": "rsi(C, 14) > 50"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  }
}

Response JSON (SPY, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.1128,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "rsi": {
      "yes_no": 0.0919,
      "rule": "rsi(C, 14) > 50",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.203
    },
    "up_week": {
      "yes_no": 0.598
    }
  },
  "context": {
    "symbol": "SPY",
    "as_of": "2026-10-30"
  }
}

rsi sma

Try it in the Playground

Broker app · example 14

Weekly statement insert for customers holding sector funds

Each Friday, add one line per sector fund to the weekly statement email: trend and momentum facts.

ora-fin-0.1.14 symbols, one request each4 questions1 actionworkflow · Fri at 18:00 ET

ScheduleFri at 18:00 ET
State4 symbols
Questions4 asked
Answersreal, captured
Actions1 rule · dry run

State

{"symbol":"XLK"} then XLF, XLE, XLV, one request each. The server fills in the latest completed session.

Questions

`trend`	English → rule	Is the stock above its 200-day moving average?
`month`	English → rule	Is the stock up over the last month?
`macd`	English → rule	Is MACD above zero?
`beat_spy`	forecast	Will it beat SPY over the next month? Beating SPY over a month

Answers

Symbol	`trend`rule	`month`rule	`macd`rule	`beat_spy`forecast	Fired
`XLK`	0.92	0.0654	0.1146	0.498	`insert`
`XLF`	0.919	0.9009	0.7625	0.448	`insert`
`XLE`	0.9463	0.9419	0.943	0.55	`insert`
`XLV`	0.9463	0.9454	0.9439	0.534	`insert`

true false not known for rules; forecasts are odds. Hover a column for its question.

Actions

Rules on the answers decide what to send. Each symbol runs its own request, so each one can fire.

trend >= 0→Emailstatements

XLK 1 of 1 fired · dry run, nothing sent

insertwould send (dry run)Email → statements

{
  "subject": "Your sector funds this week",
  "text": "XLK (2026-10-30): above its 200-day 92%, up over the month 7%, MACD above zero 11%. Information only, not a recommendation."
}

XLF 1 of 1 fired · dry run, nothing sent

insertwould send (dry run)Email → statements

{
  "subject": "Your sector funds this week",
  "text": "XLF (2026-10-30): above its 200-day 92%, up over the month 90%, MACD above zero 76%. Information only, not a recommendation."
}

XLE 1 of 1 fired · dry run, nothing sent

insertwould send (dry run)Email → statements

{
  "subject": "Your sector funds this week",
  "text": "XLE (2026-10-30): above its 200-day 95%, up over the month 94%, MACD above zero 94%. Information only, not a recommendation."
}

XLV 1 of 1 fired · dry run, nothing sent

insertwould send (dry run)Email → statements

{
  "subject": "Your sector funds this week",
  "text": "XLV (2026-10-30): above its 200-day 95%, up over the month 95%, MACD above zero 94%. Information only, not a recommendation."
}

What it means

Session of 2026-10-30, 4 symbols: Is the stock above its 200-day moving average: true for XLK, XLF, XLE, XLV of 4. Is the stock up over the last month: true for XLF, XLE, XLV of 4. Is MACD above zero: true for XLF, XLE, XLV of 4. Highest odds for “Beating SPY over a month”: XLE at 55%. insert fired for XLK, XLF, XLE, XLV.

The statement shows facts with a clear 'information only' line; the forecast is held back for the app, where odds are explained.

As a scheduled workflow (Fri at 18:00 ET)

Create it under Workflows in the console: it runs these questions for every symbol on the schedule and fires the actions per symbol. The answers above are what one run returned.

{
  "name": "Weekly statement insert for customers holding sector funds",
  "symbols": "XLK XLF XLE XLV",
  "days": [
    5
  ],
  "at_time": "18:00",
  "model": "ora-fin-0.1.1",
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "month": {
      "type": "yes_no",
      "instructions": "Is the stock up over the last month?"
    },
    "macd": {
      "type": "yes_no",
      "instructions": "Is MACD above zero?"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  },
  "actions": [
    {
      "id": "insert",
      "when": "trend >= 0",
      "do": "email",
      "connection": "statements",
      "subject": "Your sector funds this week",
      "message": "{{symbol}} ({{as_of}}): above its 200-day {{trend|pct}}, up over the month {{month|pct}}, MACD above zero {{macd|pct}}. Information only, not a recommendation."
    }
  ]
}

Request JSON (XLK; the others differ only in the symbol)

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "XLK"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "month": {
      "type": "yes_no",
      "instructions": "Is the stock up over the last month?"
    },
    "macd": {
      "type": "yes_no",
      "instructions": "Is MACD above zero?"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  },
  "actions": [
    {
      "id": "insert",
      "when": "trend >= 0",
      "do": "email",
      "connection": "statements",
      "subject": "Your sector funds this week",
      "message": "{{symbol}} ({{as_of}}): above its 200-day {{trend|pct}}, up over the month {{month|pct}}, MACD above zero {{macd|pct}}. Information only, not a recommendation."
    }
  ],
  "dry_run": true
}

Response JSON (XLK, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.92,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "month": {
      "yes_no": 0.0654,
      "rule": "C > C[-21]",
      "basis": "pattern"
    },
    "macd": {
      "yes_no": 0.1146,
      "rule": "macd(C) > 0",
      "basis": "pattern"
    },
    "beat_spy": {
      "yes_no": 0.498
    }
  },
  "context": {
    "symbol": "XLK",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "insert",
      "fired": true,
      "status": "dry_run",
      "do": "email",
      "connection": "statements",
      "preview": {
        "subject": "Your sector funds this week",
        "text": "XLK (2026-10-30): above its 200-day 92%, up over the month 7%, MACD above zero 11%. Information only, not a recommendation."
      }
    }
  ]
}

macd offset sma

Try it in the Playground

Broker app · example 15

Pattern alerts for chart users: shooting star and hanging man on AAPL

Let chart users subscribe to bearish candle alerts on their holdings.

ora-fin-0.1.1AAPL4 questions1 action

StateAAPL
Questions4 asked
Answersreal, captured
Actions1 rule · dry run

State

{"symbol":"AAPL"} The server fills in the latest completed session.

Questions

`star`	rule	`shooting_star()` shooting star candle: Upper wick at least twice the body, lower wick at most 10% of the range, after a five-bar rise.
`hanging`	rule	`hanging_man()` hanging man candle: Hammer shape, closing above the close five bars back.
`star_high`	rule	`shooting_star() and H > highest(H, 20)` Shooting star at a 20-day high
`crows`	rule	`three_black_crows()` three black crows candle: Three red bars, each closing lower and opening inside the previous body.

Answers

Question	Answer	Reading
`star` shooting star candle: Upper wick at least twice the body, lower wick at most 10% of the range, after a five-bar rise.	0.0537	false
`hanging` hanging man candle: Hammer shape, closing above the close five bars back.	0.1795	false
`star_high` Shooting star at a 20-day high	0.0537	false
`crows` three black crows candle: Three red bars, each closing lower and opening inside the previous body.	0.1039	false

Actions

Rules on the answers decide what to send.

star >= 0.6 or hanging >= 0.6 or crows >= 0.6→Webhookpush-gateway

What each action would send 0 of 1 fired · dry run, nothing sent

pattern_pushrule false: skipped

What it means

For AAPL on the session of 2026-10-30: Not true: shooting star candle: Upper wick at least twice the body, lower wick at most 10% of the range, after a five-bar rise.; hanging man candle: Hammer shape, closing above the close five bars back.; Shooting star at a 20-day high; three black crows candle: Three red bars, each closing lower and opening inside the previous body.. No action fired: every rule was false.

Pattern pushes go only to users who subscribed and only when a pattern is true; the app links to a lesson on what the candle means.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "AAPL"
  },
  "questions": {
    "star": {
      "type": "yes_no",
      "ask": "shooting_star()"
    },
    "hanging": {
      "type": "yes_no",
      "ask": "hanging_man()"
    },
    "star_high": {
      "type": "yes_no",
      "ask": "shooting_star() and H > highest(H, 20)"
    },
    "crows": {
      "type": "yes_no",
      "ask": "three_black_crows()"
    }
  },
  "actions": [
    {
      "id": "pattern_push",
      "when": "star >= 0.6 or hanging >= 0.6 or crows >= 0.6",
      "do": "webhook",
      "connection": "push-gateway",
      "body": {
        "topic": "patterns_{{symbol}}",
        "symbol": "{{symbol}}",
        "shooting_star": "{{star}}",
        "hanging_man": "{{hanging}}",
        "three_black_crows": "{{crows}}",
        "as_of": "{{as_of}}"
      }
    }
  ],
  "dry_run": true
}

Response JSON (AAPL, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "star": {
      "yes_no": 0.0537,
      "rule": "shooting_star()",
      "basis": "rule"
    },
    "hanging": {
      "yes_no": 0.1795,
      "rule": "hanging_man()",
      "basis": "rule"
    },
    "star_high": {
      "yes_no": 0.0537,
      "rule": "shooting_star() and H > highest(H, 20)",
      "basis": "rule"
    },
    "crows": {
      "yes_no": 0.1039,
      "rule": "three_black_crows()",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "AAPL",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "pattern_push",
      "fired": false,
      "status": "skipped"
    }
  ]
}

hanging_man highest shooting_star three_black_crows

Try it in the Playground

Broker app · example 16

Risk label on spot crypto ETFs: IBIT, ETHA and BITO

Attach a 'high volatility' label to crypto funds on days their volatility rules are true.

ora-fin-0.1.13 symbols, one request each4 questions

State3 symbols
Questions4 asked
Answersreal, captured
Actionsnone

State

{"symbol":"IBIT"} then ETHA, BITO, one request each. The server fills in the latest completed session.

Questions

`atr`	English → rule	Is the 14-day ATR more than 3% of the price?
`hv`	rule	`std(log(C / C[-1]), 20) * sqrt(252) > 0.4` Annualized 20-day volatility above 40%
`wide`	rule	`(H - L) > 2 * avg(H - L, 20)` Range more than twice the 20-day average range
`drop10`	forecast	Will it drop at least 10% at some point in the next month? A 10% drawdown within a month

Answers

Symbol	`atr`rule	`hv`rule	`wide`rule	`drop10`forecast
`IBIT`	0.2365	0.1239	0.1048	0.566
`ETHA`	0.9452	0.3361	0.0754	0.655
`BITO`	0.2832	0.1228	0.0957	0.524

true false not known for rules; forecasts are odds. Hover a column for its question.

What it means

Session of 2026-10-30, 3 symbols: Is the 14-day ATR more than 3% of the price: true for ETHA of 3. Annualized 20-day volatility above 40%: true for none of 3. Range more than twice the 20-day average range: true for none of 3. Highest odds for “A 10% drawdown within a month”: ETHA at 66%.

Labels are exact and refreshed after each close; a fund can lose the label when volatility settles.

Request JSON (IBIT; the others differ only in the symbol)

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "IBIT"
  },
  "questions": {
    "atr": {
      "type": "yes_no",
      "instructions": "Is the 14-day ATR more than 3% of the price?"
    },
    "hv": {
      "type": "yes_no",
      "ask": "std(log(C / C[-1]), 20) * sqrt(252) > 0.4"
    },
    "wide": {
      "type": "yes_no",
      "ask": "(H - L) > 2 * avg(H - L, 20)"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    }
  }
}

Response JSON (IBIT, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "atr": {
      "yes_no": 0.2365,
      "rule": "atr(14) / C > 0.03",
      "basis": "pattern"
    },
    "hv": {
      "yes_no": 0.1239,
      "rule": "std(log(C / C[-1]), 20) * sqrt(252) > 0.4",
      "basis": "rule"
    },
    "wide": {
      "yes_no": 0.1048,
      "rule": "(H - L) > 2 * avg(H - L, 20)",
      "basis": "rule"
    },
    "drop10": {
      "yes_no": 0.566
    }
  },
  "context": {
    "symbol": "IBIT",
    "as_of": "2026-10-30"
  }
}

atr avg log offset sqrt std

Try it in the Playground

Broker app · example 17

Fractional-share nudge for high-priced stocks after a pullback (COST)

Suggest fractional buys to customers following a high-priced stock when it pulls back inside its uptrend.

ora-fin-0.1.1COST4 questions1 action

StateCOST
Questions4 asked
Answersreal, captured
Actions1 rule · dry run

State

{"symbol":"COST"} The server fills in the latest completed session.

Questions

`pullback`	English → rule	Has the stock pulled back at least 5% from its 20-day high?
`trend`	English → rule	Is the stock above its 200-day moving average?
`entry`	English → rule	Is the stock in an uptrend with a pullback to the 20-day (entry zone)?
`rally5`	forecast	Will it rally at least 5% at some point in the next month? A 5% rally within a month

Answers

Question	Answer	Reading
`pullback` Has the stock pulled back at least 5% from its 20-day high compiled to `C <= max(H, 20) * 0.95`	0.0782	false
`trend` Is the stock above its 200-day moving average compiled to `C > sma(C, 200)`	0.9022	true
`entry` Is the stock in an uptrend with a pullback to the 20-day (entry zone) compiled to `(C > sma(C, 50)) and (sma(C, 50) > sma(C, 200)) and (L <= sma(C, 20) * 1.01) and (C >= sma(C, 20))`	0.0538	false
`rally5` A 5% rally within a month	0.353	35% · unlikely

Actions

Rules on the answers decide what to send.

pullback >= 0.6 and trend >= 0.6→Webhookin-app-messages

What each action would send 0 of 1 fired · dry run, nothing sent

nudgerule false: skipped

What it means

For COST on the session of 2026-10-30: True now: Is the stock above its 200-day moving average. Not true: Has the stock pulled back at least 5% from its 20-day high; Is the stock in an uptrend with a pullback to the 20-day (entry zone). Forecasts: A 5% rally within a month 35%. No action fired: every rule was false.

The nudge is educational and only fires on a real pullback in an uptrend; it links to fractional trading, not to a buy button.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "COST"
  },
  "questions": {
    "pullback": {
      "type": "yes_no",
      "instructions": "Has the stock pulled back at least 5% from its 20-day high?"
    },
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "entry": {
      "type": "yes_no",
      "instructions": "Is the stock in an uptrend with a pullback to the 20-day (entry zone)?"
    },
    "rally5": {
      "type": "yes_no",
      "instructions": "Will it rally at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "nudge",
      "when": "pullback >= 0.6 and trend >= 0.6",
      "do": "webhook",
      "connection": "in-app-messages",
      "body": {
        "segment": "followers_{{symbol}}",
        "template": "fractional_pullback",
        "symbol": "{{symbol}}",
        "as_of": "{{as_of}}"
      }
    }
  ],
  "dry_run": true
}

Response JSON (COST, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "pullback": {
      "yes_no": 0.0782,
      "rule": "C <= max(H, 20) * 0.95",
      "basis": "pattern"
    },
    "trend": {
      "yes_no": 0.9022,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "entry": {
      "yes_no": 0.0538,
      "rule": "(C > sma(C, 50)) and (sma(C, 50) > sma(C, 200)) and (L <= sma(C, 20) * 1.01) and (C >= sma(C, 20))",
      "basis": "pattern"
    },
    "rally5": {
      "yes_no": 0.353
    }
  },
  "context": {
    "symbol": "COST",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "nudge",
      "fired": false,
      "status": "skipped"
    }
  ]
}

max sma

Try it in the Playground

Broker app · example 18

International ADR note: TSM, ASML and NVO trend

Show customers holding foreign stocks a trend summary next to a note that currency moves affect ADR prices.

ora-fin-0.1.13 symbols, one request each4 questions

State3 symbols
Questions4 asked
Answersreal, captured
Actionsnone

State

{"symbol":"TSM"} then ASML, NVO, one request each. The server fills in the latest completed session.

Questions

`trend`	English → rule	Is the stock above its 200-day moving average?
`golden`	English → rule	Is the 50-day moving average above the 200-day?
`dd`	rule	`C < 0.8 * max(H, 252)` More than 20% off the 52-week high
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Symbol	`trend`rule	`golden`rule	`dd`rule	`up_week`forecast
`TSM`	0.7124	0.9463	0.1622	0.564
`ASML`	0.363	0.9048	0.6997	0.564
`NVO`	0.12	0.0793	0.9455	0.535

true false not known for rules; forecasts are odds. Hover a column for its question.

What it means

Session of 2026-10-30, 3 symbols: Is the stock above its 200-day moving average: true for TSM of 3. Is the 50-day moving average above the 200-day: true for TSM, ASML of 3. More than 20% off the 52-week high: true for ASML, NVO of 3. Highest odds for “Higher in a week”: TSM at 56%.

Trend facts are computed on the US-listed price, which already includes currency moves; the note explains that to customers.

Request JSON (TSM; the others differ only in the symbol)

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "TSM"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "golden": {
      "type": "yes_no",
      "instructions": "Is the 50-day moving average above the 200-day?"
    },
    "dd": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  }
}

Response JSON (TSM, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.7124,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "golden": {
      "yes_no": 0.9463,
      "rule": "sma(C, 50) > sma(C, 200)",
      "basis": "comparison"
    },
    "dd": {
      "yes_no": 0.1622,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "up_week": {
      "yes_no": 0.564
    }
  },
  "context": {
    "symbol": "TSM",
    "as_of": "2026-10-30"
  }
}

max sma

Try it in the Playground

Broker app · example 19

Inside-bar breakout alert for active traders (QQQ)

Offer active traders an alert when price breaks out of an inside bar, with stop distance context.

ora-fin-0.1.1QQQ4 questions1 action

StateQQQ
Questions4 asked
Answersreal, captured
Actions1 rule · dry run

State

{"symbol":"QQQ"} The server fills in the latest completed session.

Questions

`inside_break`	English → rule	Did the stock break out above yesterday's inside bar?
`inside_today`	English → rule	Is today an inside day?
`stop`	English → rule	Is a stop below yesterday's low less than 1 ATR away?
`new_high`	forecast	Will it make a new 20-day high in the next week? A new 20-day high next week

Answers

Question	Answer	Reading
`inside_break` Did the stock break out above yesterday's inside bar compiled to `(H[-1] <= H[-2]) and (L[-1] >= L[-2]) and (C > H[-1])`	0.0537	false
`inside_today` Is today an inside day compiled to `inside_bar()`	0.0537	false
`stop` Is a stop below yesterday's low less than 1 ATR away compiled to `(C > L[-1]) and (C - L[-1] < 1 * atr(14))`	0.0582	false
`new_high` A new 20-day high next week	0.04	4% · unlikely

Actions

Rules on the answers decide what to send.

inside_break >= 0.6→Slackactive-trader-community

What each action would send 0 of 1 fired · dry run, nothing sent

alertrule false: skipped

What it means

For QQQ on the session of 2026-10-30: Not true: Did the stock break out above yesterday's inside bar; Is today an inside day; Is a stop below yesterday's low less than 1 ATR away. Forecasts: A new 20-day high next week 4%. No action fired: every rule was false.

The alert goes to the broker's active-trader channel; the stop-distance fact helps traders size, the forecast is labeled as odds.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "QQQ"
  },
  "questions": {
    "inside_break": {
      "type": "yes_no",
      "instructions": "Did the stock break out above yesterday's inside bar?"
    },
    "inside_today": {
      "type": "yes_no",
      "instructions": "Is today an inside day?"
    },
    "stop": {
      "type": "yes_no",
      "instructions": "Is a stop below yesterday's low less than 1 ATR away?"
    },
    "new_high": {
      "type": "yes_no",
      "instructions": "Will it make a new 20-day high in the next week?"
    }
  },
  "actions": [
    {
      "id": "alert",
      "when": "inside_break >= 0.6",
      "do": "slack",
      "connection": "active-trader-community",
      "message": "{{symbol}} ({{as_of}}) broke out above an inside bar. Stop under yesterday's low within 1 ATR: {{stop|pct}}. New 20-day high next week: {{new_high|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (QQQ, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "inside_break": {
      "yes_no": 0.0537,
      "rule": "(H[-1] <= H[-2]) and (L[-1] >= L[-2]) and (C > H[-1])",
      "basis": "pattern"
    },
    "inside_today": {
      "yes_no": 0.0537,
      "rule": "inside_bar()",
      "basis": "pattern"
    },
    "stop": {
      "yes_no": 0.0582,
      "rule": "(C > L[-1]) and (C - L[-1] < 1 * atr(14))",
      "basis": "pattern"
    },
    "new_high": {
      "yes_no": 0.04
    }
  },
  "context": {
    "symbol": "QQQ",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "alert",
      "fired": false,
      "status": "skipped"
    }
  ]
}

atr inside_bar offset

Try it in the Playground

Broker app · example 20

Quarterly account-review trigger: bonds vs stocks drift (AGG and VTI)

Trigger an advisor review offer when stocks and bonds have moved far apart over three months.

ora-fin-0.1.12 symbols, one request each4 questions1 action

State2 symbols
Questions4 asked
Answersreal, captured
Actions1 rule · dry run

State

{"symbol":"AGG"} then VTI, one request each. The server fills in the latest completed session.

Questions

`up10`	English → rule	Is the stock up more than 10% over the last three months?
`down5`	English → rule	Is the stock down more than 5% over the last month?
`trend`	English → rule	Is the stock above its 200-day moving average?
`drop5`	forecast	Will it drop at least 5% at some point in the next month? A 5% drawdown within a month

Answers

Symbol	`up10`rule	`down5`rule	`trend`rule	`drop5`forecast	Fired
`AGG`	0.0537	0.0537	0.248	0.009	none
`VTI`	0.0537	0.0662	0.9415	0.187	none

true false not known for rules; forecasts are odds. Hover a column for its question.

Actions

Rules on the answers decide what to send. Each symbol runs its own request, so each one can fire.

up10 >= 0.6 or down5 >= 0.6→Emailadvice-team

AGG 0 of 1 fired · dry run, nothing sent

VTI 0 of 1 fired · dry run, nothing sent

What it means

Session of 2026-10-30, 2 symbols: Is the stock up more than 10% over the last three months: true for none of 2. Is the stock down more than 5% over the last month: true for none of 2. Is the stock above its 200-day moving average: true for VTI of 2. Highest odds for “A 5% drawdown within a month”: VTI at 19%. offer fired for none.

The advice team offers a review to affected customers; nothing changes in an account without the customer.

Request JSON (AGG; the others differ only in the symbol)

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "AGG"
  },
  "questions": {
    "up10": {
      "type": "yes_no",
      "instructions": "Is the stock up more than 10% over the last three months?"
    },
    "down5": {
      "type": "yes_no",
      "instructions": "Is the stock down more than 5% over the last month?"
    },
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "offer",
      "when": "up10 >= 0.6 or down5 >= 0.6",
      "do": "email",
      "connection": "advice-team",
      "subject": "Review offer: {{symbol}} moved",
      "message": "{{symbol}} ({{as_of}}) moved enough (up 10% in three months {{up10|pct}}, down 5% this month {{down5|pct}}) that holders' mixes may have drifted. Offer a review."
    }
  ],
  "dry_run": true
}

Response JSON (AGG, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "up10": {
      "yes_no": 0.0537,
      "rule": "C / C[-63] - 1 > 0.1",
      "basis": "pattern"
    },
    "down5": {
      "yes_no": 0.0537,
      "rule": "C / C[-21] - 1 < -0.05",
      "basis": "pattern"
    },
    "trend": {
      "yes_no": 0.248,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "drop5": {
      "yes_no": 0.009
    }
  },
  "context": {
    "symbol": "AGG",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "offer",
      "fired": false,
      "status": "skipped"
    }
  ]
}

offset sma

Try it in the Playground

Information, not investment advice. Rules answer from the latest completed daily session; forecasts are probabilities. Actions ran as dry runs: nothing was sent. More in Builders: Quant developer, Fintech app builder, Robo-advisor, Algo / bot developer, Data vendor / platform, Trading educator / newsletter.

Create an account Open the Playground Everything here also lives in the console, next to your keys and usage.

Individuals

Buy side

Sell side

Corporates

Builders

Institutions

Trend chip on every quote page: up, down or sideways (DIS)

State

Questions

Answers

What it means

Short-sale ticket context: is TSLA stretched to the upside?

State

Questions

Answers

What it means

Explain why SPY and VOO move together in a customer's portfolio

State

Questions

Answers

What it means

Weekly statement insert for customers holding sector funds

State

Questions

Answers

Actions

What it means

Pattern alerts for chart users: shooting star and hanging man on AAPL

State

Questions

Answers

Actions

What it means

Risk label on spot crypto ETFs: IBIT, ETHA and BITO

State

Questions

Answers

What it means

Fractional-share nudge for high-priced stocks after a pullback (COST)

State

Questions

Answers

Actions

What it means

International ADR note: TSM, ASML and NVO trend

State

Questions

Answers

What it means

Inside-bar breakout alert for active traders (QQQ)

State

Questions

Answers

Actions

What it means

Quarterly account-review trigger: bonds vs stocks drift (AGG and VTI)

State

Questions

Answers

Actions

What it means