Model

Use cases · Institutions

Endowment: 20 ways to use Ora

Spending-rule portfolios: regime reads across equities, real assets and bonds. 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 (39)

sma 12 offset 10 max 4 std 4 log 3 sqrt 3 roc 3 atr 3 abs 3 adx 2 avg 2 highestbars 2 ref 2 rsi 2 highest 1 ema 1 lowestbars 1 inside_bar 1 outside_bar 1 pays_dividend 1 dragonfly_doji 1 hammer 1 inverted_hammer 1 shooting_star 1 cum 1 days_to_ex_div 1 div_yield_ttm 1 raised_last 1 lowest 1 days_to_earnings 1 last_earnings_move 1 sum 1 engulfing_bear 1 morning_star 1 tweezer_bottom 1 tweezer_top 1 zscore 1 greatest 1 least 1

Examples 1–10 of 20 · page 1 of 2

Endowment · example 1

Spending rule check: is VTI, the equity core, in a drawdown?

Spending is set from a trailing average of the portfolio value. Know early if the US equity core is in a deep drawdown before the budget cycle.

ora-fin-0.1.1VTI4 questions1 action

StateVTI
Questions4 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`drawdown`	rule	`C < 0.8 * max(H, 252)` More than 20% off the 52-week high
`below_200d`	English → rule	Is the stock below its 200-day moving average?
`down_month`	English → rule	Is the stock down more than 5% over the last month?
`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
`drawdown` More than 20% off the 52-week high	0.0537	false
`below_200d` Is the stock below its 200-day moving average compiled to `C < sma(C, 200)`	0.0585	false
`down_month` Is the stock down more than 5% over the last month compiled to `C / C[-21] - 1 < -0.05`	0.0662	false
`drop10` A 10% drawdown within a month	0.189	19% · unlikely

Actions

Rules on the answers decide what to send.

drawdown >= 0.6→Emailcfo-university

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

budget_flagrule false: skipped

What it means

For VTI on the session of 2026-10-30: Not true: More than 20% off the 52-week high; Is the stock below its 200-day moving average; Is the stock down more than 5% over the last month. Forecasts: A 10% drawdown within a month 19%. No action fired: every rule was false.

The university CFO hears about a deep drawdown as soon as it is a fact, long before the trailing average makes it a budget number.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "VTI"
  },
  "questions": {
    "drawdown": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "below_200d": {
      "type": "yes_no",
      "instructions": "Is the stock below its 200-day moving average?"
    },
    "down_month": {
      "type": "yes_no",
      "instructions": "Is the stock down more than 5% over the last month?"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "budget_flag",
      "when": "drawdown >= 0.6",
      "do": "email",
      "connection": "cfo-university",
      "subject": "{{symbol}} in a 20% drawdown ({{as_of}})",
      "message": "{{symbol}} is more than 20% below its 52-week high. Under the spending rule this lowers next year's distribution base. Further 10% drawdown odds: {{drop10|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (VTI, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "drawdown": {
      "yes_no": 0.0537,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "below_200d": {
      "yes_no": 0.0585,
      "rule": "C < sma(C, 200)",
      "basis": "comparison"
    },
    "down_month": {
      "yes_no": 0.0662,
      "rule": "C / C[-21] - 1 < -0.05",
      "basis": "pattern"
    },
    "drop10": {
      "yes_no": 0.189
    }
  },
  "context": {
    "symbol": "VTI",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "budget_flag",
      "fired": false,
      "status": "skipped"
    }
  ]
}

max offset sma

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Endowment · example 2

Regime read across equities, real assets and bonds

Ask the same three trend questions of SPY, GLD, DBC and TLT to describe the current market regime for the investment committee.

ora-fin-0.1.14 symbols, one request each4 questions1 action

State4 symbols
Questions4 asked
Answersreal, captured
Actions1 rule · dry run

State

{"symbol":"SPY"} then GLD, DBC, 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?
`momentum`	rule	`C > C[-63]` Higher than three months ago
`adx`	rule	`adx(14) > 25` Trending (ADX above 25)
`beat_spy`	forecast	Will it beat SPY over the next month? Beating SPY over a month

Answers

Symbol	`trend`rule	`momentum`rule	`adx`rule	`beat_spy`forecast	Fired
`SPY`	0.9451	0.3809	0.0613	0.514	`regime_row`
`GLD`	0.0537	0.1287	0.2061	0.544	`regime_row`
`DBC`	0.9463	0.9297	0.3117	0.566	`regime_row`
`TLT`	0.1127	0.4037	0.1371	0.455	`regime_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.

trend >= 0→Webhookzapier-committee-sheet

SPY 1 of 1 fired · dry run, nothing sent

regime_rowwould send (dry run)Webhook → zapier-committee-sheet

{
  "asset": "SPY",
  "as_of": "2026-10-30",
  "above_200d": 0.9451,
  "three_month_up": 0.3809,
  "adx_trend": 0.0613,
  "p_beat_spy": 0.514
}

GLD 1 of 1 fired · dry run, nothing sent

regime_rowwould send (dry run)Webhook → zapier-committee-sheet

{
  "asset": "GLD",
  "as_of": "2026-10-30",
  "above_200d": 0.0537,
  "three_month_up": 0.1287,
  "adx_trend": 0.2061,
  "p_beat_spy": 0.544
}

DBC 1 of 1 fired · dry run, nothing sent

regime_rowwould send (dry run)Webhook → zapier-committee-sheet

{
  "asset": "DBC",
  "as_of": "2026-10-30",
  "above_200d": 0.9463,
  "three_month_up": 0.9297,
  "adx_trend": 0.3117,
  "p_beat_spy": 0.566
}

TLT 1 of 1 fired · dry run, nothing sent

regime_rowwould send (dry run)Webhook → zapier-committee-sheet

{
  "asset": "TLT",
  "as_of": "2026-10-30",
  "above_200d": 0.1127,
  "three_month_up": 0.4037,
  "adx_trend": 0.1371,
  "p_beat_spy": 0.455
}

What it means

Session of 2026-10-30, 4 symbols: Is the stock above its 200-day moving average: true for SPY, DBC of 4. Higher than three months ago: true for DBC of 4. Trending (ADX above 25): true for none of 4. Highest odds for “Beating SPY over a month”: DBC at 57%. regime_row fired for SPY, GLD, DBC, TLT.

Equities and commodities up with bonds down reads as reflation; bonds and gold up with equities down reads as risk-off. The committee labels it.

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?"
    },
    "momentum": {
      "type": "yes_no",
      "ask": "C > C[-63]"
    },
    "adx": {
      "type": "yes_no",
      "ask": "adx(14) > 25"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  },
  "actions": [
    {
      "id": "regime_row",
      "when": "trend >= 0",
      "do": "webhook",
      "connection": "zapier-committee-sheet",
      "body": {
        "asset": "{{symbol}}",
        "as_of": "{{as_of}}",
        "above_200d": "{{trend}}",
        "three_month_up": "{{momentum}}",
        "adx_trend": "{{adx}}",
        "p_beat_spy": "{{beat_spy}}"
      }
    }
  ],
  "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"
    },
    "momentum": {
      "yes_no": 0.3809,
      "rule": "C > C[-63]",
      "basis": "rule"
    },
    "adx": {
      "yes_no": 0.0613,
      "rule": "adx(14) > 25",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.514
    }
  },
  "context": {
    "symbol": "SPY",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "regime_row",
      "fired": true,
      "status": "dry_run",
      "do": "webhook",
      "connection": "zapier-committee-sheet",
      "preview": {
        "body": {
          "asset": "SPY",
          "as_of": "2026-10-30",
          "above_200d": 0.9451,
          "three_month_up": 0.3809,
          "adx_trend": 0.0613,
          "p_beat_spy": 0.514
        }
      }
    }
  ]
}

adx offset sma

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Endowment · example 3

Real assets sleeve: GLD, SLV, COPX breakout scan

Endowments hold real assets for inflation protection. Scan precious and industrial metals for breakouts on volume.

ora-fin-0.1.13 symbols, one request each5 questions

State3 symbols
Questions5 asked
Answersreal, captured
Actionsnone

State

{"symbol":"GLD"} then SLV, COPX, one request each. The server fills in the latest completed session.

Questions

`breakout`	rule	`C > highest(C, 20) and V > 1.5 * ref(avg(V, 20), -1)` 20-day breakout on 1.5× volume
`donchian`	rule	`C > highest(C, 55)` 55-day closing breakout
`recent_high`	rule	`highestbars(H, 20) <= 3` Set its 20-day high in the last four sessions
`squeeze`	rule	`std(C, 20) < 0.7 * std(C, 100) and C > highest(C, 20)` Squeeze, then a breakout
`rally5`	forecast	Will it rally at least 5% at some point in the next month? A 5% rally within a month

Answers

Symbol	`breakout`rule	`donchian`rule	`recent_high`rule	`squeeze`rule	`rally5`forecast
`GLD`	0.0619	0.0537	0.083	0.0619	0.503
`SLV`	0.0537	0.0537	0.0643	0.0537	0.68
`COPX`	0.0537	0.0537	0.0626	0.0537	0.718

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: 20-day breakout on 1.5× volume: true for none of 3. 55-day closing breakout: true for none of 3. Set its 20-day high in the last four sessions: true for none of 3. Squeeze, then a breakout: true for none of 3. Highest odds for “A 5% rally within a month”: COPX at 72%.

A 55-day breakout on volume is a trend fact; the sleeve's weight is set by policy, so this frames manager conversations.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "GLD"
  },
  "questions": {
    "breakout": {
      "type": "yes_no",
      "ask": "C > highest(C, 20) and V > 1.5 * ref(avg(V, 20), -1)"
    },
    "donchian": {
      "type": "yes_no",
      "ask": "C > highest(C, 55)"
    },
    "recent_high": {
      "type": "yes_no",
      "ask": "highestbars(H, 20) <= 3"
    },
    "squeeze": {
      "type": "yes_no",
      "ask": "std(C, 20) < 0.7 * std(C, 100) and C > highest(C, 20)"
    },
    "rally5": {
      "type": "yes_no",
      "instructions": "Will it rally at least 5% at some point in the next month?"
    }
  }
}

Response JSON (GLD, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "breakout": {
      "yes_no": 0.0619,
      "rule": "C > highest(C, 20) and V > 1.5 * ref(avg(V, 20), -1)",
      "basis": "rule"
    },
    "donchian": {
      "yes_no": 0.0537,
      "rule": "C > highest(C, 55)",
      "basis": "rule"
    },
    "recent_high": {
      "yes_no": 0.083,
      "rule": "highestbars(H, 20) <= 3",
      "basis": "rule"
    },
    "squeeze": {
      "yes_no": 0.0619,
      "rule": "std(C, 20) < 0.7 * std(C, 100) and C > highest(C, 20)",
      "basis": "rule"
    },
    "rally5": {
      "yes_no": 0.503
    }
  },
  "context": {
    "symbol": "GLD",
    "as_of": "2026-10-30"
  }
}

avg highest highestbars ref std

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Endowment · example 4

Venture marks ahead: what is ARKK, the listed growth proxy, doing?

Venture marks lag public markets. ARKK acts as an early proxy for the next round of venture valuations.

ora-fin-0.1.1ARKK5 questions

StateARKK
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`drawdown`	rule	`C < 0.8 * max(H, 252)` More than 20% off the 52-week high
`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`hv`	rule	`std(log(C / C[-1]), 20) * sqrt(252) > 0.4` Annualized 20-day volatility above 40%
`drop10`	forecast	Will it drop at least 10% at some point in the next month? A 10% drawdown within a month
`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
`drawdown` More than 20% off the 52-week high	0.0988	false
`trend` Above the 50-day average	0.101	false
`hv` Annualized 20-day volatility above 40%	0.7844	true
`drop10` A 10% drawdown within a month	0.61	61% · likely
`rally10` A 10% rally within a month	0.681	68% · likely

What it means

For ARKK on the session of 2026-10-30: True now: Annualized 20-day volatility above 40%. Not true: More than 20% off the 52-week high; Above the 50-day average. Forecasts: A 10% drawdown within a month 61%; A 10% rally within a month 68%.

A deep drawdown in the listed proxy usually shows up in private marks a quarter or two later; staff prepare the committee for it.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "ARKK"
  },
  "questions": {
    "drawdown": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "hv": {
      "type": "yes_no",
      "ask": "std(log(C / C[-1]), 20) * sqrt(252) > 0.4"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    },
    "rally10": {
      "type": "yes_no",
      "instructions": "Will it rally at least 10% at some point in the next month?"
    }
  }
}

Response JSON (ARKK, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "drawdown": {
      "yes_no": 0.0988,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "trend": {
      "yes_no": 0.101,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "hv": {
      "yes_no": 0.7844,
      "rule": "std(log(C / C[-1]), 20) * sqrt(252) > 0.4",
      "basis": "rule"
    },
    "drop10": {
      "yes_no": 0.61
    },
    "rally10": {
      "yes_no": 0.681
    }
  },
  "context": {
    "symbol": "ARKK",
    "as_of": "2026-10-30"
  }
}

log max offset sma sqrt std

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Endowment · example 5

Rebalancing band on the bond sleeve: AGG three-month move

Rebalance the bond sleeve back to target when it moves outside its band, through a ticket in the rebalancing system.

ora-fin-0.1.1AGG4 questions3 actions

StateAGG
Questions4 asked
Answersreal, captured
Actions3 rules · dry run

State

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

Questions

`up_band`	rule	`roc(C, 63) > 3` Up more than 3% over three months
`down_band`	rule	`roc(C, 63) < -3` Down more than 3% over three months
`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Question	Answer	Reading
`up_band` Up more than 3% over three months	0.0567	false
`down_band` Down more than 3% over three months	0.0622	false
`trend` Above the 50-day average	0.8598	true
`up_week` Higher in a week	0.502	50% · close to even

Actions

Rules on the answers decide what to send.

up_band >= 0.6→Webhookrebalancing-system

down_band >= 0.6→Webhookrebalancing-system

else→Slackendowment-office

What each action would send 1 of 3 fired · dry run, nothing sent

trimrule false: skipped

addrule false: skipped

insidewould send (dry run)Slack → endowment-office

{
  "text": "AGG (2026-10-30) inside its band (up 6%, down 6%)."
}

What it means

For AGG on the session of 2026-10-30: True now: Above the 50-day average. Not true: Up more than 3% over three months; Down more than 3% over three months. Forecasts: Higher in a week 50%. Fired: inside (Slack → endowment-office).

The band rule is mechanical; staff review the ticket before trading, and the channel logs every check.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "AGG"
  },
  "questions": {
    "up_band": {
      "type": "yes_no",
      "ask": "roc(C, 63) > 3"
    },
    "down_band": {
      "type": "yes_no",
      "ask": "roc(C, 63) < -3"
    },
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  },
  "actions": [
    {
      "id": "trim",
      "when": "up_band >= 0.6",
      "do": "webhook",
      "connection": "rebalancing-system",
      "body": {
        "sleeve": "core_bonds",
        "fund": "{{symbol}}",
        "action": "trim_to_target",
        "as_of": "{{as_of}}",
        "p": "{{up_band}}"
      }
    },
    {
      "id": "add",
      "when": "down_band >= 0.6",
      "do": "webhook",
      "connection": "rebalancing-system",
      "body": {
        "sleeve": "core_bonds",
        "fund": "{{symbol}}",
        "action": "add_to_target",
        "as_of": "{{as_of}}",
        "p": "{{down_band}}"
      }
    },
    {
      "id": "inside",
      "when": "else",
      "do": "slack",
      "connection": "endowment-office",
      "message": "{{symbol}} ({{as_of}}) inside its band (up {{up_band|pct}}, down {{down_band|pct}})."
    }
  ],
  "dry_run": true
}

Response JSON (AGG, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "up_band": {
      "yes_no": 0.0567,
      "rule": "roc(C, 63) > 3",
      "basis": "rule"
    },
    "down_band": {
      "yes_no": 0.0622,
      "rule": "roc(C, 63) < -3",
      "basis": "rule"
    },
    "trend": {
      "yes_no": 0.8598,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "up_week": {
      "yes_no": 0.502
    }
  },
  "context": {
    "symbol": "AGG",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "trim",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "add",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "inside",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "endowment-office",
      "preview": {
        "text": "AGG (2026-10-30) inside its band (up 6%, down 6%)."
      }
    }
  ]
}

roc sma

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Endowment · example 6

Emerging Asia tilt: INDA, EWT, EWY, MCHI trend

The endowment runs a small tactical tilt to Asian markets. Check which ones are trending before the quarterly tilt review.

ora-fin-0.1.14 symbols, one request each4 questions

State4 symbols
Questions4 asked
Answersreal, captured
Actionsnone

State

{"symbol":"INDA"} then EWT, EWY, MCHI, 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
`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	`stacked`rule	`rsi`rule	`beat_spy`forecast
`INDA`	0.0895	0.0537	0.7553	0.349
`EWT`	0.9131	0.0655	0.0778	0.582
`EWY`	0.228	0.0888	0.1156	0.50
`MCHI`	0.0537	0.0537	0.0647	0.403

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

What it means

Session of 2026-10-30, 4 symbols: Is the stock above its 200-day moving average: true for EWT of 4. Stacked averages: close > 20 EMA > 50 > 200: true for none of 4. RSI above 50: true for INDA of 4. Highest odds for “Beating SPY over a month”: EWT at 58%.

Markets with a stacked trend and RSI above 50 are candidates to keep in the tilt; the committee approves any change.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "INDA"
  },
  "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)"
    },
    "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 (INDA, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.0895,
      "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"
    },
    "rsi": {
      "yes_no": 0.7553,
      "rule": "rsi(C, 14) > 50",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.349
    }
  },
  "context": {
    "symbol": "INDA",
    "as_of": "2026-10-30"
  }
}

ema rsi sma

Try it in the Playground

Endowment · example 7

Climate sleeve: ICLN health check

A mission-aligned sleeve holds clean-energy funds. Check drawdown, trend and selling pressure for the stewardship report.

ora-fin-0.1.1ICLN5 questions

StateICLN
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`drawdown`	rule	`C < 0.8 * max(H, 252)` More than 20% off the 52-week high
`trend`	English → rule	Is the stock above its 200-day moving average?
`down_vol`	rule	`C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)` Down on heavy volume
`lowbars`	rule	`lowestbars(L, 60) <= 5` The 60-day low was set within the last five sessions
`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
`drawdown` More than 20% off the 52-week high	0.9463	true
`trend` Is the stock above its 200-day moving average compiled to `C > sma(C, 200)`	0.0537	false
`down_vol` Down on heavy volume	0.1897	false
`lowbars` The 60-day low was set within the last five sessions	0.6909	true
`rally10` A 10% rally within a month	0.622	62% · likely

What it means

For ICLN on the session of 2026-10-30: True now: More than 20% off the 52-week high; The 60-day low was set within the last five sessions. Not true: Is the stock above its 200-day moving average; Down on heavy volume. Forecasts: A 10% rally within a month 62%.

A recent 60-day low in a deep drawdown means the sleeve is still under pressure; the report says so plainly.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "ICLN"
  },
  "questions": {
    "drawdown": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "down_vol": {
      "type": "yes_no",
      "ask": "C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)"
    },
    "lowbars": {
      "type": "yes_no",
      "ask": "lowestbars(L, 60) <= 5"
    },
    "rally10": {
      "type": "yes_no",
      "instructions": "Will it rally at least 10% at some point in the next month?"
    }
  }
}

Response JSON (ICLN, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "drawdown": {
      "yes_no": 0.9463,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "trend": {
      "yes_no": 0.0537,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "down_vol": {
      "yes_no": 0.1897,
      "rule": "C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)",
      "basis": "rule"
    },
    "lowbars": {
      "yes_no": 0.6909,
      "rule": "lowestbars(L, 60) <= 5",
      "basis": "rule"
    },
    "rally10": {
      "yes_no": 0.622
    }
  },
  "context": {
    "symbol": "ICLN",
    "as_of": "2026-10-30"
  }
}

avg lowestbars max offset ref sma

Try it in the Playground

Endowment · example 8

Friday investment committee digest across the policy portfolio

Every Friday after the close, one row per asset class goes to the committee's Teams channel.

ora-fin-0.1.15 symbols, one request each3 questions1 actionworkflow · Fri at 17:00 ET

ScheduleFri at 17:00 ET
State5 symbols
Questions3 asked
Answersreal, captured
Actions1 rule · dry run

State

{"symbol":"VTI"} then VEA, VWO, BND, GLD, 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?
`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	`drop5`forecast	Fired
`VTI`	0.9415	0.2517	0.187	`teams_row`
`VEA`	0.5877	0.3095	0.223	`teams_row`
`VWO`	0.0887	0.069	0.255	`teams_row`
`BND`	0.2013	0.9196	0.007	`teams_row`
`GLD`	0.0537	0.1455	0.435	`teams_row`

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