Model

Use cases · Corporates

CFO office: 20 ways to use Ora

Board-ready market context: own stock vs peers, guidance reactions and capital-return timing. Each example is a complete, runnable request with the real answers it returned (47 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 (53)

sma 10 offset 7 max 4 ref 4 days_to_earnings 4 roc 3 abs 3 avg 3 swinglow 3 ema 2 days_since_earnings 2 last_earnings_move 2 div_yield_ttm 2 years_of_growth 2 beat_eps_last 2 log 2 sqrt 2 std 2 rsi 2 last_earnings_gap 1 pre_earnings_close 1 beats_last4 1 eps_year_ago 1 last_eps 1 revenue_growth_yoy 1 days_since_split 1 days_to_split 1 last_split_ratio 1 splits_5y 1 outside_bar 1 atr_pct 1 bblower 1 bbmid 1 bbupper 1 min 1 div_change_pct 1 raised_last 1 macdhist 1 morning_star 1 tweezer_bottom 1 beat_revenue_last 1 next_report_bmo 1 atr 1 crossdown 1 lowestbars 1 swinghigh 1 dark_cloud 1 gravestone_doji 1 hanging_man 1 harami_bear 1 highest 1 rec 1 next_report_amc 1

Examples 1–10 of 20 · page 1 of 2

CFO office · example 1

CFO office at HD: one board slide on our stock vs LOW

The CFO's team builds a board slide comparing the company's stock with its closest peer on trend, momentum and drawdown.

ora-fin-0.1.12 symbols, one request each5 questions

State2 symbols
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend`	English → rule	Is the stock above its 200-day moving average?
`stacked`	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
`q_leader`	rule	`roc(C, 63) > 10 and C >= 0.95 * max(H, 63)` Up more than 10% in a quarter, near the high
`drawdown`	rule	`C < 0.8 * max(H, 252)` More than 20% off the 52-week high
`beat_spy`	forecast	Will it beat SPY over the next month? Beating SPY over a month

Answers

Symbol	`trend`rule	`stacked`rule	`q_leader`rule	`drawdown`rule	`beat_spy`forecast
`HD`	0.4455	0.0537	0.1142	0.1282	0.504
`LOW`	0.1012	0.0537	0.0727	0.9247	0.557

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: Is the stock above its 200-day moving average: true for none of 2. Stacked averages: close > 20 EMA > 50 > 200: true for none of 2. Up more than 10% in a quarter, near the high: true for none of 2. More than 20% off the 52-week high: true for LOW of 2. Highest odds for “Beating SPY over a month”: LOW at 56%.

Same questions for both names make the slide fair; the forecast row is labelled as odds so the board does not read it as guidance.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "HD"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "stacked": {
      "type": "yes_no",
      "ask": "C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)"
    },
    "q_leader": {
      "type": "yes_no",
      "ask": "roc(C, 63) > 10 and C >= 0.95 * max(H, 63)"
    },
    "drawdown": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  }
}

Response JSON (HD, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.4455,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "stacked": {
      "yes_no": 0.0537,
      "rule": "C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)",
      "basis": "rule"
    },
    "q_leader": {
      "yes_no": 0.1142,
      "rule": "roc(C, 63) > 10 and C >= 0.95 * max(H, 63)",
      "basis": "rule"
    },
    "drawdown": {
      "yes_no": 0.1282,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.504
    }
  },
  "context": {
    "symbol": "HD",
    "as_of": "2026-10-30"
  }
}

ema max roc sma

Try it in the Playground

CFO office · example 2

CFO office at TXN: did the market believe our guidance?

After the report, check the reaction: the gap, the close versus the pre-report price, and whether the move was unusual.

ora-fin-0.1.1TXN6 questions2 actions

StateTXN
Questions6 asked
Answersreal, captured
Actions2 rules · dry run

State

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

Questions

`recent`	rule	`days_since_earnings <= 5` Reported in the last 5 days
`gap`	English → rule	Did the stock gap up after its last earnings?
`fell`	English → rule	Did the stock fall after its last earnings report?
`big`	English → rule	Was the last earnings reaction bigger than 5%?
`above_pre`	English → rule	Is the stock trading above its pre-earnings price?
`down_week`	forecast	Will the stock be lower in a week? Lower in a week

Answers

Question	Answer	Reading
`recent` Reported in the last 5 days	0.1033	false
`gap` Did the stock gap up after its last earnings compiled to `last_earnings_gap > 0`	0.0537	false
`fell` Did the stock fall after its last earnings report compiled to `last_earnings_move < 0`	0.9463	true
`big` Was the last earnings reaction bigger than 5% compiled to `abs(last_earnings_move) > 5`	0.0537	false
`above_pre` Is the stock trading above its pre-earnings price compiled to `C > pre_earnings_close`	0.8864	true
`down_week` Lower in a week	0.487	49% · close to even

Actions

Rules on the answers decide what to send.

fell >= 0.6 and big >= 0.6→Emailcfo

else→Slackcfo-office

What each action would send 1 of 2 fired · dry run, nothing sent

negativerule false: skipped

containedwould send (dry run)Slack → cfo-office

{
  "text": "TXN (2026-10-30): reaction contained (fell 95%, big move 5%)."
}

What it means

For TXN on the session of 2026-10-30: True now: Did the stock fall after its last earnings report; Is the stock trading above its pre-earnings price. Not true: Reported in the last 5 days; Did the stock gap up after its last earnings; Was the last earnings reaction bigger than 5%. Forecasts: Lower in a week 49%. Fired: contained (Slack → cfo-office).

A large negative reaction is the case where the CFO and IR plan follow-up investor meetings; a contained one needs no extra outreach.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "TXN"
  },
  "questions": {
    "recent": {
      "type": "yes_no",
      "ask": "days_since_earnings <= 5"
    },
    "gap": {
      "type": "yes_no",
      "instructions": "Did the stock gap up after its last earnings?"
    },
    "fell": {
      "type": "yes_no",
      "instructions": "Did the stock fall after its last earnings report?"
    },
    "big": {
      "type": "yes_no",
      "instructions": "Was the last earnings reaction bigger than 5%?"
    },
    "above_pre": {
      "type": "yes_no",
      "instructions": "Is the stock trading above its pre-earnings price?"
    },
    "down_week": {
      "type": "yes_no",
      "instructions": "Will the stock be lower in a week?"
    }
  },
  "actions": [
    {
      "id": "negative",
      "when": "fell >= 0.6 and big >= 0.6",
      "do": "email",
      "connection": "cfo",
      "subject": "{{symbol}}: large negative reaction to the report",
      "message": "{{symbol}} ({{as_of}}): fell after the report with a move over 5% ({{big|pct}}). Above pre-report close {{above_pre|pct}}. Suggest a follow-up call plan with IR."
    },
    {
      "id": "contained",
      "when": "else",
      "do": "slack",
      "connection": "cfo-office",
      "message": "{{symbol}} ({{as_of}}): reaction contained (fell {{fell|pct}}, big move {{big|pct}})."
    }
  ],
  "dry_run": true
}

Response JSON (TXN, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "recent": {
      "yes_no": 0.1033,
      "rule": "days_since_earnings <= 5",
      "basis": "rule"
    },
    "gap": {
      "yes_no": 0.0537,
      "rule": "last_earnings_gap > 0",
      "basis": "pattern"
    },
    "fell": {
      "yes_no": 0.9463,
      "rule": "last_earnings_move < 0",
      "basis": "pattern"
    },
    "big": {
      "yes_no": 0.0537,
      "rule": "abs(last_earnings_move) > 5",
      "basis": "pattern"
    },
    "above_pre": {
      "yes_no": 0.8864,
      "rule": "C > pre_earnings_close",
      "basis": "pattern"
    },
    "down_week": {
      "yes_no": 0.487
    }
  },
  "context": {
    "symbol": "TXN",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "negative",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "contained",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "cfo-office",
      "preview": {
        "text": "TXN (2026-10-30): reaction contained (fell 95%, big move 5%)."
      }
    }
  ]
}

abs days_since_earnings last_earnings_gap last_earnings_move pre_earnings_close

Try it in the Playground

CFO office · example 3

CFO office at CVX: buyback or dividend raise this quarter?

Frame the capital-return discussion with the market context: the stock's trend, valuation stretch and dividend record.

ora-fin-0.1.1CVX6 questions

StateCVX
Questions6 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend`	English → rule	Is the stock above its 50-day moving average?
`stretched`	English → rule	Is the stock more than 10% above its 200-day moving average?
`drawdown`	rule	`C < 0.8 * max(H, 252)` More than 20% off the 52-week high
`years`	English → rule	Has the stock grown its dividend for 10 years in a row?
`yield`	English → rule	Is the dividend yield above 3%?
`raise_next`	forecast	Will the company raise its dividend next year? Raising the dividend next year

Answers

Question	Answer	Reading
`trend` Is the stock above its 50-day moving average compiled to `C > sma(C, 50)`	0.9463	true
`stretched` Is the stock more than 10% above its 200-day moving average compiled to `C > sma(C, 200) * 1.1`	0.9463	true
`drawdown` More than 20% off the 52-week high	0.0537	false
`years` Has the stock grown its dividend for 10 years in a row compiled to `years_of_growth >= 10`	0.1409	false
`yield` Is the dividend yield above 3% compiled to `div_yield_ttm > 3`	0.4906	on the line (false)
`raise_next` Raising the dividend next year	0.563	56% · close to even

What it means

For CVX on the session of 2026-10-30: True now: Is the stock above its 50-day moving average; Is the stock more than 10% above its 200-day moving average. Not true: More than 20% off the 52-week high; Has the stock grown its dividend for 10 years in a row. On the line: Is the dividend yield above 3%. Forecasts: Raising the dividend next year 56%.

A stock in a drawdown with a high yield makes buybacks cheaper per share; a stretched stock tilts the discussion toward the dividend. The board decides.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "CVX"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 50-day moving average?"
    },
    "stretched": {
      "type": "yes_no",
      "instructions": "Is the stock more than 10% above its 200-day moving average?"
    },
    "drawdown": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "years": {
      "type": "yes_no",
      "instructions": "Has the stock grown its dividend for 10 years in a row?"
    },
    "yield": {
      "type": "yes_no",
      "instructions": "Is the dividend yield above 3%?"
    },
    "raise_next": {
      "type": "yes_no",
      "instructions": "Will the company raise its dividend next year?"
    }
  }
}

Response JSON (CVX, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.9463,
      "rule": "C > sma(C, 50)",
      "basis": "comparison"
    },
    "stretched": {
      "yes_no": 0.9463,
      "rule": "C > sma(C, 200) * 1.1",
      "basis": "comparison"
    },
    "drawdown": {
      "yes_no": 0.0537,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "years": {
      "yes_no": 0.1409,
      "rule": "years_of_growth >= 10",
      "basis": "pattern"
    },
    "yield": {
      "yes_no": 0.4906,
      "rule": "div_yield_ttm > 3",
      "basis": "pattern"
    },
    "raise_next": {
      "yes_no": 0.563
    }
  },
  "context": {
    "symbol": "CVX",
    "as_of": "2026-10-30"
  }
}

div_yield_ttm max sma years_of_growth

Try it in the Playground

CFO office · example 4

CFO office: earnings scorecard for consumer peers

Before setting next year's targets, the CFO's team checks how peers did against estimates and year over year.

ora-fin-0.1.14 symbols, one request each5 questions1 action

State4 symbols
Questions5 asked
Answersreal, captured
Actions1 rule · dry run

State

{"symbol":"NKE"} then LULU, TGT, ULTA, one request each. The server fills in the latest completed session.

Questions

`beat`	English → rule	Did the stock beat EPS estimates last quarter?
`streak`	English → rule	Has the stock beaten EPS estimates in at least 3 of the last 4 quarters?
`eps_yoy`	English → rule	Is EPS up year over year?
`rev_g`	English → rule	Did revenue grow more than 5% year over year?
`beat_next`	forecast	Will the stock beat earnings next quarter? Beating earnings next quarter

Answers

Symbol	`beat`rule	`streak`rule	`eps_yoy`rule	`rev_g`rule	`beat_next`forecast	Fired
`NKE`	0.8591	0.8591	0.3724	0.0537	0.567	`scorecard_row`
`LULU`	0.8591	0.8591	0.0537	0.0537	0.42	`scorecard_row`
`TGT`	0.8591	0.8591	0.9463	0.9463	0.503	`scorecard_row`
`ULTA`	0.8591	0.55	0.9463	0.9463	0.516	`scorecard_row`

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.

beat >= 0→Webhookfpna-zapier

NKE 1 of 1 fired · dry run, nothing sent

scorecard_rowwould send (dry run)Webhook → fpna-zapier

{
  "sheet": "peer_scorecard",
  "ticker": "NKE",
  "as_of": "2026-10-30",
  "beat_eps": 0.8591,
  "beats_3_of_4": 0.8591,
  "eps_up_yoy": 0.3724,
  "revenue_growth_over_5pct": 0.0537,
  "p_beat_next": 0.567
}

LULU 1 of 1 fired · dry run, nothing sent

scorecard_rowwould send (dry run)Webhook → fpna-zapier

{
  "sheet": "peer_scorecard",
  "ticker": "LULU",
  "as_of": "2026-10-30",
  "beat_eps": 0.8591,
  "beats_3_of_4": 0.8591,
  "eps_up_yoy": 0.0537,
  "revenue_growth_over_5pct": 0.0537,
  "p_beat_next": 0.42
}

TGT 1 of 1 fired · dry run, nothing sent

scorecard_rowwould send (dry run)Webhook → fpna-zapier

{
  "sheet": "peer_scorecard",
  "ticker": "TGT",
  "as_of": "2026-10-30",
  "beat_eps": 0.8591,
  "beats_3_of_4": 0.8591,
  "eps_up_yoy": 0.9463,
  "revenue_growth_over_5pct": 0.9463,
  "p_beat_next": 0.503
}

ULTA 1 of 1 fired · dry run, nothing sent

scorecard_rowwould send (dry run)Webhook → fpna-zapier

{
  "sheet": "peer_scorecard",
  "ticker": "ULTA",
  "as_of": "2026-10-30",
  "beat_eps": 0.8591,
  "beats_3_of_4": 0.55,
  "eps_up_yoy": 0.9463,
  "revenue_growth_over_5pct": 0.9463,
  "p_beat_next": 0.516
}

What it means

Session of 2026-10-30, 4 symbols: Did the stock beat EPS estimates last quarter: true for NKE, LULU, TGT, ULTA of 4. Has the stock beaten EPS estimates in at least 3 of the last 4 quarters: true for NKE, LULU, TGT of 4. Is EPS up year over year: true for TGT, ULTA of 4. Did revenue grow more than 5% year over year: true for TGT, ULTA of 4. Highest odds for “Beating earnings next quarter”: NKE at 57%. scorecard_row fired for NKE, LULU, TGT, ULTA.

Peers that keep beating and growing set the bar the market will use for the company's own targets.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "NKE"
  },
  "questions": {
    "beat": {
      "type": "yes_no",
      "instructions": "Did the stock beat EPS estimates last quarter?"
    },
    "streak": {
      "type": "yes_no",
      "instructions": "Has the stock beaten EPS estimates in at least 3 of the last 4 quarters?"
    },
    "eps_yoy": {
      "type": "yes_no",
      "instructions": "Is EPS up year over year?"
    },
    "rev_g": {
      "type": "yes_no",
      "instructions": "Did revenue grow more than 5% year over year?"
    },
    "beat_next": {
      "type": "yes_no",
      "instructions": "Will the stock beat earnings next quarter?"
    }
  },
  "actions": [
    {
      "id": "scorecard_row",
      "when": "beat >= 0",
      "do": "webhook",
      "connection": "fpna-zapier",
      "body": {
        "sheet": "peer_scorecard",
        "ticker": "{{symbol}}",
        "as_of": "{{as_of}}",
        "beat_eps": "{{beat}}",
        "beats_3_of_4": "{{streak}}",
        "eps_up_yoy": "{{eps_yoy}}",
        "revenue_growth_over_5pct": "{{rev_g}}",
        "p_beat_next": "{{beat_next}}"
      }
    }
  ],
  "dry_run": true
}

Response JSON (NKE, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "beat": {
      "yes_no": 0.8591,
      "rule": "beat_eps_last > 0.5",
      "basis": "pattern"
    },
    "streak": {
      "yes_no": 0.8591,
      "rule": "beats_last4 >= 3",
      "basis": "pattern"
    },
    "eps_yoy": {
      "yes_no": 0.3724,
      "rule": "last_eps > eps_year_ago",
      "basis": "pattern"
    },
    "rev_g": {
      "yes_no": 0.0537,
      "rule": "revenue_growth_yoy > 5",
      "basis": "pattern"
    },
    "beat_next": {
      "yes_no": 0.567
    }
  },
  "context": {
    "symbol": "NKE",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "scorecard_row",
      "fired": true,
      "status": "dry_run",
      "do": "webhook",
      "connection": "fpna-zapier",
      "preview": {
        "body": {
          "sheet": "peer_scorecard",
          "ticker": "NKE",
          "as_of": "2026-10-30",
          "beat_eps": 0.8591,
          "beats_3_of_4": 0.8591,
          "eps_up_yoy": 0.3724,
          "revenue_growth_over_5pct": 0.0537,
          "p_beat_next": 0.567
        }
      }
    }
  ]
}

beat_eps_last beats_last4 eps_year_ago last_eps revenue_growth_yoy

Try it in the Playground

CFO office · example 5

CFO office at COST: should we consider a stock split?

Look at how peers with high share prices handled splits, and the company's own split history.

ora-fin-0.1.13 symbols, one request each5 questions

State3 symbols
Questions5 asked
Answersreal, captured
Actionsnone

State

{"symbol":"COST"} then WMT, NVDA, one request each. The server fills in the latest completed session.

Questions

`split_3y`	rule	`days_since_split <= 1095` Split in the last three years
`ratio`	English → rule	Was the last split at least 2-for-1?
`multi`	rule	`splits_5y >= 2` Two or more splits in five years
`announced`	English → rule	Is a stock split coming up?
`trend`	rule	`C > sma(C, 50)` Above the 50-day average

Answers

Symbol	`split_3y`rule	`ratio`rule	`multi`rule	`announced`rule	`trend`rule
`COST`	0.0537	0.55	0.0683	0.0537	0.9336
`WMT`	0.9463	0.9317	0.1409	0.0537	0.9358
`NVDA`	0.9463	0.9463	0.1409	0.0537	0.0746

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: Split in the last three years: true for WMT, NVDA of 3. Was the last split at least 2-for-1: true for WMT, NVDA of 3. Two or more splits in five years: true for none of 3. Is a stock split coming up: true for none of 3.

Split facts show what peers have done recently; the forecast model is not asked here because a split is a board decision, not a market event.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "COST"
  },
  "questions": {
    "split_3y": {
      "type": "yes_no",
      "ask": "days_since_split <= 1095"
    },
    "ratio": {
      "type": "yes_no",
      "instructions": "Was the last split at least 2-for-1?"
    },
    "multi": {
      "type": "yes_no",
      "ask": "splits_5y >= 2"
    },
    "announced": {
      "type": "yes_no",
      "instructions": "Is a stock split coming up?"
    },
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    }
  }
}

Response JSON (COST, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "split_3y": {
      "yes_no": 0.0537,
      "rule": "days_since_split <= 1095",
      "basis": "rule"
    },
    "ratio": {
      "yes_no": 0.55,
      "rule": "last_split_ratio >= 2",
      "basis": "pattern"
    },
    "multi": {
      "yes_no": 0.0683,
      "rule": "splits_5y >= 2",
      "basis": "rule"
    },
    "announced": {
      "yes_no": 0.0537,
      "rule": "days_to_split <= 365",
      "basis": "pattern"
    },
    "trend": {
      "yes_no": 0.9336,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "COST",
    "as_of": "2026-10-30"
  }
}

days_since_split days_to_split last_split_ratio sma splits_5y

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CFO office · example 6

A monthly-style market brief, sent every Monday

The CFO's chief of staff gets one email per index: S&P 500, Nasdaq 100, small caps and long bonds.

ora-fin-0.1.14 symbols, one request each4 questions1 actionworkflow · Mon at 07:00 ET

ScheduleMon at 07:00 ET
State4 symbols
Questions4 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`trend`	English → rule	Is the stock above its 200-day moving average?
`up_month`	English → rule	Is the stock up over the last month?
`vol_up`	forecast	Will volatility be higher over the next month? Higher volatility next month
`drop5`	forecast	Will it drop at least 5% at some point in the next month? A 5% drawdown within a month

Answers

Symbol	`trend`rule	`up_month`rule	`vol_up`forecast	`drop5`forecast	Fired
`SPY`	0.9451	0.2238	0.69	0.203	`brief`
`QQQ`	0.7987	0.0664	0.523	0.443	`brief`
`IWM`	0.5564	0.5236	0.508	0.234	`brief`
`TLT`	0.1127	0.9298	0.583	0.164	`brief`

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→Emailcfo

SPY 1 of 1 fired · dry run, nothing sent

briefwould send (dry run)Email → cfo

{
  "subject": "Market brief: SPY (2026-10-30)",
  "text": "SPY: above 200-day 95%, up on the month 22%. Forecasts: higher volatility next month 69%, 5% drawdown 20%."
}

QQQ 1 of 1 fired · dry run, nothing sent

briefwould send (dry run)Email → cfo

{
  "subject": "Market brief: QQQ (2026-10-30)",
  "text": "QQQ: above 200-day 80%, up on the month 7%. Forecasts: higher volatility next month 52%, 5% drawdown 44%."
}

IWM 1 of 1 fired · dry run, nothing sent

briefwould send (dry run)Email → cfo

{
  "subject": "Market brief: IWM (2026-10-30)",
  "text": "IWM: above 200-day 56%, up on the month 52%. Forecasts: higher volatility next month 51%, 5% drawdown 23%."
}

TLT 1 of 1 fired · dry run, nothing sent

briefwould send (dry run)Email → cfo

{
  "subject": "Market brief: TLT (2026-10-30)",
  "text": "TLT: above 200-day 11%, up on the month 93%. Forecasts: higher volatility next month 58%, 5% drawdown 16%."
}

What it means

Session of 2026-10-30, 4 symbols: Is the stock above its 200-day moving average: true for SPY, QQQ of 4. Is the stock up over the last month: true for TLT of 4. Highest odds for “Higher volatility next month”: SPY at 69%. brief fired for SPY, QQQ, IWM, TLT.

A short, consistent brief: trend facts first, forecast odds second, so the CFO walks into Monday meetings with the market backdrop.

As a scheduled workflow (Mon at 07:00 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": "A monthly-style market brief, sent every Monday",
  "symbols": "SPY QQQ IWM TLT",
  "days": [
    1
  ],
  "at_time": "07:00",
  "model": "ora-fin-0.1.1",
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "up_month": {
      "type": "yes_no",
      "instructions": "Is the stock up over the last month?"
    },
    "vol_up": {
      "type": "yes_no",
      "instructions": "Will volatility be higher over the next month?"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "brief",
      "when": "trend >= 0",
      "do": "email",
      "connection": "cfo",
      "subject": "Market brief: {{symbol}} ({{as_of}})",
      "message": "{{symbol}}: above 200-day {{trend|pct}}, up on the month {{up_month|pct}}. Forecasts: higher volatility next month {{vol_up|pct}}, 5% drawdown {{drop5|pct}}."
    }
  ]
}

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "SPY"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "up_month": {
      "type": "yes_no",
      "instructions": "Is the stock up over the last month?"
    },
    "vol_up": {
      "type": "yes_no",
      "instructions": "Will volatility be higher over the next month?"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "brief",
      "when": "trend >= 0",
      "do": "email",
      "connection": "cfo",
      "subject": "Market brief: {{symbol}} ({{as_of}})",
      "message": "{{symbol}}: above 200-day {{trend|pct}}, up on the month {{up_month|pct}}. Forecasts: higher volatility next month {{vol_up|pct}}, 5% drawdown {{drop5|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (SPY, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.9451,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "up_month": {
      "yes_no": 0.2238,
      "rule": "C > C[-21]",
      "basis": "pattern"
    },
    "vol_up": {
      "yes_no": 0.69
    },
    "drop5": {
      "yes_no": 0.203
    }
  },
  "context": {
    "symbol": "SPY",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "brief",
      "fired": true,
      "status": "dry_run",
      "do": "email",
      "connection": "cfo",
      "preview": {
        "subject": "Market brief: SPY (2026-10-30)",
        "text": "SPY: above 200-day 95%, up on the month 22%. Forecasts: higher volatility next month 69%, 5% drawdown 20%."
      }
    }
  ]
}

offset sma

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CFO office · example 7

CFO office at PFE: how did the stock take our acquisition news?

After a deal announcement, see whether the acquirer's stock gapped down, recovered or broke support.

ora-fin-0.1.1PFE6 questions

StatePFE
Questions6 asked
Answersreal, captured
Actionsnone

State

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

Questions

`gap_dn`	rule	`O < C[-1] * 0.99` Opened more than 1% below yesterday's close
`reclaimed`	rule	`O < L[-1] and C > C[-1]` Opened under yesterday's low, closed up on the day
`outside`	rule	`outside_bar()` outside bar candle: Today's high above yesterday's and low below it.
`below_sup`	rule	`C < swinglow(5, 1)` Closed below its last swing low
`down_vol`	rule	`C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)` Down on heavy volume
`drop5`	forecast	Will it drop at least 5% at some point in the next month? A 5% drawdown within a month

Answers

Question	Answer	Reading
`gap_dn` Opened more than 1% below yesterday's close	0.0537	false
`reclaimed` Opened under yesterday's low, closed up on the day	0.0537	false
`outside` outside bar candle: Today's high above yesterday's and low below it.	0.0818	false
`below_sup` Closed below its last swing low	0.0743	false
`down_vol` Down on heavy volume	0.0847	false
`drop5` A 5% drawdown within a month	0.418	42% · close to even

What it means

For PFE on the session of 2026-10-30: Not true: Opened more than 1% below yesterday's close; Opened under yesterday's low, closed up on the day; outside bar candle: Today's high above yesterday's and low below it.; Closed below its last swing low; Down on heavy volume. Forecasts: A 5% drawdown within a month 42%.

An acquirer that gaps down and does not reclaim tells the CFO the market wants more on synergies; the next investor communication should address it.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "PFE"
  },
  "questions": {
    "gap_dn": {
      "type": "yes_no",
      "ask": "O < C[-1] * 0.99"
    },
    "reclaimed": {
      "type": "yes_no",
      "ask": "O < L[-1] and C > C[-1]"
    },
    "outside": {
      "type": "yes_no",
      "ask": "outside_bar()"
    },
    "below_sup": {
      "type": "yes_no",
      "ask": "C < swinglow(5, 1)"
    },
    "down_vol": {
      "type": "yes_no",
      "ask": "C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (PFE, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "gap_dn": {
      "yes_no": 0.0537,
      "rule": "O < C[-1] * 0.99",
      "basis": "rule"
    },
    "reclaimed": {
      "yes_no": 0.0537,
      "rule": "O < L[-1] and C > C[-1]",
      "basis": "rule"
    },
    "outside": {
      "yes_no": 0.0818,
      "rule": "outside_bar()",
      "basis": "rule"
    },
    "below_sup": {
      "yes_no": 0.0743,
      "rule": "C < swinglow(5, 1)",
      "basis": "rule"
    },
    "down_vol": {
      "yes_no": 0.0847,
      "rule": "C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.418
    }
  },
  "context": {
    "symbol": "PFE",
    "as_of": "2026-10-30"
  }
}

avg offset outside_bar ref swinglow

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CFO office · example 8

CFO office at AMD: is the window open for an equity raise?

A strong, liquid, low-stress tape is the best time to issue; check those conditions before talking to bankers.

ora-fin-0.1.1AMD6 questions2 actions

StateAMD
Questions6 asked
Answersreal, captured
Actions2 rules · dry run

State

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

Questions

`trend`	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
`near_high`	rule	`C >= 0.98 * max(H, 252)` Within 2% of the 52-week high
`liquid`	rule	`avg(C * V, 20) > 100000000` Trades more than $100 million a day
`calm`	English → rule	Is 20-day historical volatility below 20%?
`earn_soon`	rule	`days_to_earnings <= 10` Reports earnings within 10 days
`drop10`	forecast	Will it drop at least 10% at some point in the next month? A 10% drawdown within a month

Answers

Question	Answer	Reading
`trend` Stacked averages: close > 20 EMA > 50 > 200	0.1048	false
`near_high` Within 2% of the 52-week high	0.0537	false
`liquid` Trades more than $100 million a day	0.9463	true
`calm` Is 20-day historical volatility below 20% compiled to `std(log(C / C[-1]), 20) * sqrt(20 / 19) * sqrt(252) < 0.2`	0.0537	false
`earn_soon` Reports earnings within 10 days	0.9317	true
`drop10` A 10% drawdown within a month	0.763	76% · likely

Actions

Rules on the answers decide what to send.

trend >= 0.6 and near_high >= 0.6 and earn_soon < 0.4→Emailcfo

else→Slackcfo-office

What each action would send 1 of 2 fired · dry run, nothing sent

window_openrule false: skipped

window_closedwould send (dry run)Slack → cfo-office

{
  "text": "AMD (2026-10-30): conditions mixed (trend 10%, near high 5%, earnings soon 93%)."
}

What it means

For AMD on the session of 2026-10-30: True now: Trades more than $100 million a day; Reports earnings within 10 days. Not true: Stacked averages: close > 20 EMA > 50 > 200; Within 2% of the 52-week high; Is 20-day historical volatility below 20%. Forecasts: A 10% drawdown within a month 76%. Fired: window_closed (Slack → cfo-office).

The check frames the conversation with bankers; legal, disclosure and the board still decide whether to issue.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "AMD"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)"
    },
    "near_high": {
      "type": "yes_no",
      "ask": "C >= 0.98 * max(H, 252)"
    },
    "liquid": {
      "type": "yes_no",
      "ask": "avg(C * V, 20) > 100000000"
    },
    "calm": {
      "type": "yes_no",
      "instructions": "Is 20-day historical volatility below 20%?"
    },
    "earn_soon": {
      "type": "yes_no",
      "ask": "days_to_earnings <= 10"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "window_open",
      "when": "trend >= 0.6 and near_high >= 0.6 and earn_soon < 0.4",
      "do": "email",
      "connection": "cfo",
      "subject": "{{symbol}}: market conditions supportive",
      "message": "{{symbol}} ({{as_of}}): stacked uptrend {{trend|pct}}, near the 52-week high {{near_high|pct}}, no report within 10 days. 10% drawdown odds {{drop10|pct}}."
    },
    {
      "id": "window_closed",
      "when": "else",
      "do": "slack",
      "connection": "cfo-office",
      "message": "{{symbol}} ({{as_of}}): conditions mixed (trend {{trend|pct}}, near high {{near_high|pct}}, earnings soon {{earn_soon|pct}})."
    }
  ],
  "dry_run": true
}

Response JSON (AMD, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.1048,
      "rule": "C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)",
      "basis": "rule"
    },
    "near_high": {
      "yes_no": 0.0537,
      "rule": "C >= 0.98 * max(H, 252)",
      "basis": "rule"
    },
    "liquid": {
      "yes_no": 0.9463,
      "rule": "avg(C * V, 20) > 100000000",
      "basis": "rule"
    },
    "calm": {
      "yes_no": 0.0537,
      "rule": "std(log(C / C[-1]), 20) * sqrt(20 / 19) * sqrt(252) < 0.2",
      "basis": "pattern"
    },
    "earn_soon": {
      "yes_no": 0.9317,
      "rule": "days_to_earnings <= 10",
      "basis": "rule"
    },
    "drop10": {
      "yes_no": 0.763
    }
  },
  "context": {
    "symbol": "AMD",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "window_open",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "window_closed",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "cfo-office",
      "preview": {
        "text": "AMD (2026-10-30): conditions mixed (trend 10%, near high 5%, earnings soon 93%)."
      }
    }
  ]
}

avg days_to_earnings ema log max offset sma sqrt std

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CFO office · example 9

CFO office: is our sector in or out of favour?

Compare sector ETFs so the board understands whether the company's stock is moving with its sector.

ora-fin-0.1.16 symbols, one request each4 questions

State6 symbols
Questions4 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`mom`	rule	`roc(C, 20) > 5` Up more than 5% in 20 sessions
`rsi`	rule	`rsi(C, 14) > 50` RSI above 50
`beat_spy`	forecast	Will it beat SPY over the next month? Beating SPY over a month

Answers

Symbol	`trend`rule	`mom`rule	`rsi`rule	`beat_spy`forecast
`XLK`	0.0776	0.0537	0.0957	0.498
`XLV`	0.9447	0.9157	0.9415	0.534
`XLF`	0.6692	0.606	0.7929	0.448
`XLE`	0.9432	0.897	0.9318	0.55
`XLP`	0.9326	0.9049	0.9035	0.498
`XLI`	0.1975	0.0725	0.2592	0.441

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

What it means

Session of 2026-10-30, 6 symbols: Above the 50-day average: true for XLV, XLF, XLE, XLP of 6. Up more than 5% in 20 sessions: true for XLV, XLF, XLE, XLP of 6. RSI above 50: true for XLV, XLF, XLE, XLP of 6. Highest odds for “Beating SPY over a month”: XLE at 55%.

A sector out of favour explains part of a weak share price; the remainder is what management can address.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "XLK"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "mom": {
      "type": "yes_no",
      "ask": "roc(C, 20) > 5"
    },
    "rsi": {
      "type": "yes_no",
      "ask": "rsi(C, 14) > 50"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  }
}

Response JSON (XLK, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.0776,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "mom": {
      "yes_no": 0.0537,
      "rule": "roc(C, 20) > 5",
      "basis": "rule"
    },
    "rsi": {
      "yes_no": 0.0957,
      "rule": "rsi(C, 14) > 50",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.498
    }
  },
  "context": {
    "symbol": "XLK",
    "as_of": "2026-10-30"
  }
}

roc rsi sma

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CFO office · example 10

CFO office at DIS: how volatile is the stock before investor day?

Read the volatility regime so the team knows how much an investor-day message could move the stock.

ora-fin-0.1.1DIS6 questions

StateDIS
Questions6 asked
Answersreal, captured
Actionsnone

State

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

Questions

`atr`	rule	`atr_pct(14) > 3` A typical day moves more than 3%
`hv`	English → rule	Is 20-day historical volatility above 40%?
`squeeze`	English → rule	Is Bollinger Band width at its lowest in 120 sessions?
`nr7`	English → rule	Is today an NR7 day, the narrowest range of the last 7 sessions?
`big5`	forecast	Will there be a big move in either direction in the next 5 days? A big move either way in 5 days
`vol_rise`	forecast	Will volatility rise over the next 5 days? Volatility rising over 5 days

Answers

Question	Answer	Reading
`atr` A typical day moves more than 3%	0.0537	false
`hv` Is 20-day historical volatility above 40% compiled to `std(log(C / C[-1]), 20) * sqrt(20 / 19) * sqrt(252) > 0.4`	0.0537	false
`squeeze` Is Bollinger Band width at its lowest in 120 sessions compiled to `((bbupper(C, 20) - bblower(C, 20)) / bbmid(C, 20)) <= ref(min(((bbupper(C, 20) - bblower(C, 20)) / bbmid(C, 20)), 119), -1)`	0.1203	false
`nr7` Is today an NR7 day, the narrowest range of the last 7 sessions compiled to `(H > L) and ((H - L) <= ref(min(H - L, 6), -1))`	0.1311	false
`big5` A big move either way in 5 days	0.346	35% · unlikely
`vol_rise` Volatility rising over 5 days	0.482	48% · close to even

What it means

For DIS on the session of 2026-10-30: Not true: A typical day moves more than 3%; Is 20-day historical volatility above 40%; Is Bollinger Band width at its lowest in 120 sessions; Is today an NR7 day, the narrowest range of the last 7 sessions. Forecasts: A big move either way in 5 days 35%; Volatility rising over 5 days 48%.

Compressed volatility before an event often precedes a larger move; the forecast says how likely a big move is, not its direction.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "DIS"
  },
  "questions": {
    "atr": {
      "type": "yes_no",
      "ask": "atr_pct(14) > 3"
    },
    "hv": {
      "type": "yes_no",
      "instructions": "Is 20-day historical volatility above 40%?"
    },
    "squeeze": {
      "type": "yes_no",
      "instructions": "Is Bollinger Band width at its lowest in 120 sessions?"
    },
    "nr7": {
      "type": "yes_no",
      "instructions": "Is today an NR7 day, the narrowest range of the last 7 sessions?"
    },
    "big5": {
      "type": "yes_no",
      "instructions": "Will there be a big move in either direction in the next 5 days?"
    },
    "vol_rise": {
      "type": "yes_no",
      "instructions": "Will volatility rise over the next 5 days?"
    }
  }
}

Response JSON (DIS, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "atr": {
      "yes_no": 0.0537,
      "rule": "atr_pct(14) > 3",
      "basis": "rule"
    },
    "hv": {
      "yes_no": 0.0537,
      "rule": "std(log(C / C[-1]), 20) * sqrt(20 / 19) * sqrt(252) > 0.4",
      "basis": "pattern"
    },
    "squeeze": {
      "yes_no": 0.1203,
      "rule": "((bbupper(C, 20) - bblower(C, 20)) / bbmid(C, 20)) <= ref(min(((bbupper(C, 20) - bblower(C, 20)) / bbmid(C, 20)), 119), -1)",
      "basis": "pattern"
    },
    "nr7": {
      "yes_no": 0.1311,
      "rule": "(H > L) and ((H - L) <= ref(min(H - L, 6), -1))",
      "basis": "pattern"
    },
    "big5": {
      "yes_no": 0.346
    },
    "vol_rise": {
      "yes_no": 0.482
    }
  },
  "context": {
    "symbol": "DIS",
    "as_of": "2026-10-30"
  }
}

atr_pct bblower bbmid bbupper log min offset ref sqrt std

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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 Corporates: Investor relations team, Corporate treasury, Bank credit analyst, Financial journalist / media.

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

CFO office at HD: one board slide on our stock vs LOW

State

Questions

Answers

What it means

CFO office at TXN: did the market believe our guidance?

State

Questions

Answers

Actions

What it means

CFO office at CVX: buyback or dividend raise this quarter?

State

Questions

Answers

What it means

CFO office: earnings scorecard for consumer peers

State

Questions

Answers

Actions

What it means

CFO office at COST: should we consider a stock split?

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A monthly-style market brief, sent every Monday

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CFO office at PFE: how did the stock take our acquisition news?

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CFO office at AMD: is the window open for an equity raise?

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CFO office: is our sector in or out of favour?

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CFO office at DIS: how volatile is the stock before investor day?

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