Model

Equity research analyst: 21 ways to use Ora

Covers a sector: earnings previews and reviews, estimate beats, dividends and the tape. Each example is a complete, runnable request with the real answers it returned (42 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 (69)

sma 13 days_to_earnings 5 beat_eps_last 4 last_earnings_gap 4 last_eps 4 abs 3 last_earnings_move 3 eps_surprise_pct 3 raised_last 3 max 3 beat_streak 2 pre_earnings_close 2 ema 2 div_yield_ttm 2 years_of_growth 2 days_since_earnings 2 eps_year_ago 2 offset 2 adx 2 diminus 2 diplus 2 days_to_split 2 beats_last4 1 beat_revenue_last 1 eps_growth_yoy 1 roc 1 cut_last 1 macd 1 macdsignal 1 revenue_growth_yoy 1 revenue_surprise_pct 1 linreg 1 log 1 ref 1 sqrt 1 std 1 days_since_split 1 last_split_ratio 1 reverse_split_last 1 splits_5y 1 atr 1 cci 1 willr 1 next_report_amc 1 next_report_bmo 1 miss_eps_last 1 misses_last4 1 swinghigh 1 swinglow 1 hlc3 1 median 1 obv 1 percentrank 1 sum 1 harami_bull 1 morning_star 1 piercing_line 1 tweezer_bottom 1 rsi 1 wma 1 barssince 1 highest 1 highestbars 1 last_div_amount 1 last_eps_est 1 last_revenue 1 next_split_ratio 1 prev_div_amount 1 revenue_year_ago 1

Examples 11–20 of 21 · page 2 of 3

Equity research analyst · example 11

JNJ and ABBV: dividend growth and earnings record

For a healthcare income piece, compare the payout record and the last quarter for two dividend payers.

ora-fin-0.1.12 symbols, one request each5 questions

State2 symbols
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`grow10`	rule	`years_of_growth >= 10` Ten years of dividend growth
`grow25`	English → rule	Has the stock grown its dividend for 25 years in a row?
`raised`	English → rule	Did the stock raise its dividend last time?
`beat`	English → rule	Did the stock beat EPS estimates last quarter?
`eps_pos`	English → rule	Was EPS positive last quarter?

Answers

Symbol	`grow10`rule	`grow25`rule	`raised`rule	`beat`rule	`eps_pos`rule
`JNJ`	0.9463	0.9463	0.1409	0.8591	0.9463
`ABBV`	0.8591	0.0537	0.1409	0.8591	0.9463

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: Ten years of dividend growth: true for JNJ, ABBV of 2. Has the stock grown its dividend for 25 years in a row: true for JNJ of 2. Did the stock raise its dividend last time: true for none of 2. Did the stock beat EPS estimates last quarter: true for JNJ, ABBV of 2.

Facts per name sit side by side in the piece; a missing streak or a miss is stated as is.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "JNJ"
  },
  "questions": {
    "grow10": {
      "type": "yes_no",
      "ask": "years_of_growth >= 10"
    },
    "grow25": {
      "type": "yes_no",
      "instructions": "Has the stock grown its dividend for 25 years in a row?"
    },
    "raised": {
      "type": "yes_no",
      "instructions": "Did the stock raise its dividend last time?"
    },
    "beat": {
      "type": "yes_no",
      "instructions": "Did the stock beat EPS estimates last quarter?"
    },
    "eps_pos": {
      "type": "yes_no",
      "instructions": "Was EPS positive last quarter?"
    }
  }
}

Response JSON (JNJ, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "grow10": {
      "yes_no": 0.9463,
      "rule": "years_of_growth >= 10",
      "basis": "rule"
    },
    "grow25": {
      "yes_no": 0.9463,
      "rule": "years_of_growth >= 25",
      "basis": "pattern"
    },
    "raised": {
      "yes_no": 0.1409,
      "rule": "raised_last > 0.5",
      "basis": "pattern"
    },
    "beat": {
      "yes_no": 0.8591,
      "rule": "beat_eps_last > 0.5",
      "basis": "pattern"
    },
    "eps_pos": {
      "yes_no": 0.9463,
      "rule": "last_eps > 0",
      "basis": "pattern"
    }
  },
  "context": {
    "symbol": "JNJ",
    "as_of": "2026-10-30"
  }
}

beat_eps_last last_eps raised_last years_of_growth

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Equity research analyst · example 12

COST: is the stock extended enough to revisit the target?

Check stretch measures before a price-target review: distance from averages, CCI and Williams %R.

ora-fin-0.1.1COST5 questions

StateCOST
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`ext`	English → rule	Is the stock more than 10% above its 200-day moving average?
`cci`	rule	`cci(20) > 100` CCI above 100
`willr`	rule	`willr(14) > -20` Williams %R above −20
`stretch`	rule	`C > sma(C, 20) + 2 * atr(14)` Stretched: more than 2 ATR above the 20-day
`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
`ext` Is the stock more than 10% above its 200-day moving average compiled to `C > sma(C, 200) * 1.1`	0.0813	false
`cci` CCI above 100	0.5137	on the line (true)
`willr` Williams %R above −20	0.6319	true
`stretch` Stretched: more than 2 ATR above the 20-day	0.5662	on the line (true)
`drop5` A 5% drawdown within a month	0.319	32% · unlikely

What it means

For COST on the session of 2026-10-30: True now: Williams %R above −20. Not true: Is the stock more than 10% above its 200-day moving average. On the line: CCI above 100; Stretched: more than 2 ATR above the 20-day. Forecasts: A 5% drawdown within a month 32%.

Several stretch rules true supports a valuation discussion; the drawdown odds are context, not a call.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "COST"
  },
  "questions": {
    "ext": {
      "type": "yes_no",
      "instructions": "Is the stock more than 10% above its 200-day moving average?"
    },
    "cci": {
      "type": "yes_no",
      "ask": "cci(20) > 100"
    },
    "willr": {
      "type": "yes_no",
      "ask": "willr(14) > -20"
    },
    "stretch": {
      "type": "yes_no",
      "ask": "C > sma(C, 20) + 2 * atr(14)"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (COST, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "ext": {
      "yes_no": 0.0813,
      "rule": "C > sma(C, 200) * 1.1",
      "basis": "comparison"
    },
    "cci": {
      "yes_no": 0.5137,
      "rule": "cci(20) > 100",
      "basis": "rule"
    },
    "willr": {
      "yes_no": 0.6319,
      "rule": "willr(14) > -20",
      "basis": "rule"
    },
    "stretch": {
      "yes_no": 0.5662,
      "rule": "C > sma(C, 20) + 2 * atr(14)",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.319
    }
  },
  "context": {
    "symbol": "COST",
    "as_of": "2026-10-30"
  }
}

atr cci sma willr

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Equity research analyst · example 13

Who reports next: AAPL, MSFT, AMZN, NVDA, TSLA

A Sunday-evening workflow that tells the team which mega caps report within two weeks and whether before the open or after the close.

ora-fin-0.1.15 symbols, one request each4 questions1 actionworkflow · Mon at 07:00 ET

ScheduleMon at 07:00 ET
State5 symbols
Questions4 asked
Answersreal, captured
Actions1 rule · dry run

State

{"symbol":"AAPL"} then MSFT, AMZN, NVDA, TSLA, one request each. The server fills in the latest completed session.

Questions

`soon`	English → rule	Is earnings in the next 14 days?
`bmo`	English → rule	Does the stock report before the market opens next time?
`amc`	English → rule	Does the stock report after the close next time?
`streak`	rule	`beat_streak >= 4` Beat four quarters in a row

Answers

Symbol	`soon`rule	`bmo`rule	`amc`rule	`streak`rule	Fired
`AAPL`	0.9463	0.1409	0.8591	0.9463	`calendar`
`MSFT`	0.0537	0.1409	0.8591	0.9463	none
`AMZN`	0.0537	0.1409	0.8591	0.0537	none
`NVDA`	0.1033	0.1409	0.8591	0.9463	none
`TSLA`	0.0537	0.1409	0.8591	0.0537	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.

soon >= 0.6→Slackresearch-desk

AAPL 1 of 1 fired · dry run, nothing sent

calendarwould send (dry run)Slack → research-desk

{
  "text": "AAPL reports within 14 days. Before the open 14%, after the close 86%. Four-quarter beat streak 95%."
}

MSFT 0 of 1 fired · dry run, nothing sent

AMZN 0 of 1 fired · dry run, nothing sent

NVDA 0 of 1 fired · dry run, nothing sent

TSLA 0 of 1 fired · dry run, nothing sent

What it means

Session of 2026-10-30, 5 symbols: Is earnings in the next 14 days: true for AAPL of 5. Does the stock report before the market opens next time: true for none of 5. Does the stock report after the close next time: true for AAPL, MSFT, AMZN, NVDA, TSLA of 5. Beat four quarters in a row: true for AAPL, MSFT, NVDA of 5. calendar fired for AAPL.

Only names with a report inside two weeks post; the timing flags tell the team who covers the morning or the evening.

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": "Who reports next: AAPL, MSFT, AMZN, NVDA, TSLA",
  "symbols": "AAPL MSFT AMZN NVDA TSLA",
  "days": [
    1
  ],
  "at_time": "07:00",
  "model": "ora-fin-0.1.1",
  "questions": {
    "soon": {
      "type": "yes_no",
      "instructions": "Is earnings in the next 14 days?"
    },
    "bmo": {
      "type": "yes_no",
      "instructions": "Does the stock report before the market opens next time?"
    },
    "amc": {
      "type": "yes_no",
      "instructions": "Does the stock report after the close next time?"
    },
    "streak": {
      "type": "yes_no",
      "ask": "beat_streak >= 4"
    }
  },
  "actions": [
    {
      "id": "calendar",
      "when": "soon >= 0.6",
      "do": "slack",
      "connection": "research-desk",
      "message": "{{symbol}} reports within 14 days. Before the open {{bmo|pct}}, after the close {{amc|pct}}. Four-quarter beat streak {{streak|pct}}."
    }
  ]
}

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "AAPL"
  },
  "questions": {
    "soon": {
      "type": "yes_no",
      "instructions": "Is earnings in the next 14 days?"
    },
    "bmo": {
      "type": "yes_no",
      "instructions": "Does the stock report before the market opens next time?"
    },
    "amc": {
      "type": "yes_no",
      "instructions": "Does the stock report after the close next time?"
    },
    "streak": {
      "type": "yes_no",
      "ask": "beat_streak >= 4"
    }
  },
  "actions": [
    {
      "id": "calendar",
      "when": "soon >= 0.6",
      "do": "slack",
      "connection": "research-desk",
      "message": "{{symbol}} reports within 14 days. Before the open {{bmo|pct}}, after the close {{amc|pct}}. Four-quarter beat streak {{streak|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (AAPL, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "soon": {
      "yes_no": 0.9463,
      "rule": "days_to_earnings <= 14",
      "basis": "pattern"
    },
    "bmo": {
      "yes_no": 0.1409,
      "rule": "next_report_bmo > 0.5",
      "basis": "pattern"
    },
    "amc": {
      "yes_no": 0.8591,
      "rule": "next_report_amc > 0.5",
      "basis": "pattern"
    },
    "streak": {
      "yes_no": 0.9463,
      "rule": "beat_streak >= 4",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "AAPL",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "calendar",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "research-desk",
      "preview": {
        "text": "AAPL reports within 14 days. Before the open 14%, after the close 86%. Four-quarter beat streak 95%."
      }
    }
  ]
}

beat_streak days_to_earnings next_report_amc next_report_bmo

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Equity research analyst · example 14

INTC: recent misses and the trend under them

Document the earnings record for a name with mixed results: any miss in four quarters, growth and price trend.

ora-fin-0.1.1INTC5 questions

StateINTC
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`any_miss`	English → rule	Has the stock missed EPS estimates in any of the last 4 quarters?
`miss_last`	English → rule	Did the stock miss EPS estimates last quarter?
`eps_down`	rule	`last_eps < eps_year_ago` EPS down year over year
`below_200`	English → rule	Is the stock below its 200-day moving average?
`lh_ll`	English → rule	Is the stock making lower swing highs and lower swing lows?

Answers

Question	Answer	Reading
`any_miss` Has the stock missed EPS estimates in any of the last 4 quarters compiled to `misses_last4 >= 1`	0.1409	false
`miss_last` Did the stock miss EPS estimates last quarter compiled to `miss_eps_last > 0.5`	0.1409	false
`eps_down` EPS down year over year	0.0537	false
`below_200` Is the stock below its 200-day moving average compiled to `C < sma(C, 200)`	0.9139	true
`lh_ll` Is the stock making lower swing highs and lower swing lows compiled to `(swinghigh(5, 1) < swinghigh(5, 2)) and (swinglow(5, 1) < swinglow(5, 2))`	0.1552	false

What it means

For INTC on the session of 2026-10-30: True now: Is the stock below its 200-day moving average. Not true: Has the stock missed EPS estimates in any of the last 4 quarters; Did the stock miss EPS estimates last quarter; EPS down year over year; Is the stock making lower swing highs and lower swing lows.

Facts on misses and growth come first; the price structure rules describe how the market has taken them.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "INTC"
  },
  "questions": {
    "any_miss": {
      "type": "yes_no",
      "instructions": "Has the stock missed EPS estimates in any of the last 4 quarters?"
    },
    "miss_last": {
      "type": "yes_no",
      "instructions": "Did the stock miss EPS estimates last quarter?"
    },
    "eps_down": {
      "type": "yes_no",
      "ask": "last_eps < eps_year_ago"
    },
    "below_200": {
      "type": "yes_no",
      "instructions": "Is the stock below its 200-day moving average?"
    },
    "lh_ll": {
      "type": "yes_no",
      "instructions": "Is the stock making lower swing highs and lower swing lows?"
    }
  }
}

Response JSON (INTC, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "any_miss": {
      "yes_no": 0.1409,
      "rule": "misses_last4 >= 1",
      "basis": "pattern"
    },
    "miss_last": {
      "yes_no": 0.1409,
      "rule": "miss_eps_last > 0.5",
      "basis": "pattern"
    },
    "eps_down": {
      "yes_no": 0.0537,
      "rule": "last_eps < eps_year_ago",
      "basis": "rule"
    },
    "below_200": {
      "yes_no": 0.9139,
      "rule": "C < sma(C, 200)",
      "basis": "comparison"
    },
    "lh_ll": {
      "yes_no": 0.1552,
      "rule": "(swinghigh(5, 1) < swinghigh(5, 2)) and (swinglow(5, 1) < swinglow(5, 2))",
      "basis": "pattern"
    }
  },
  "context": {
    "symbol": "INTC",
    "as_of": "2026-10-30"
  }
}

eps_year_ago last_eps miss_eps_last misses_last4 sma swinghigh swinglow

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Equity research analyst · example 15

IBM: is the move after results backed by volume?

Check on-balance volume, volume rank and the rolling VWAP to judge whether institutions are behind the move.

ora-fin-0.1.1IBM5 questions

StateIBM
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`obv`	rule	`obv() > sma(obv(), 20)` On-balance volume above its 20-day average
`rank`	rule	`percentrank(V, 50) > 90` Volume in the top tenth of 50 sessions
`vwap`	rule	`C > sum(hlc3() * V, 20) / sum(V, 20)` Above its 20-day volume-weighted price
`med_vol`	rule	`V > 2 * median(V, 20)` Volume over twice its 20-day median
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Question	Answer	Reading
`obv` On-balance volume above its 20-day average	0.8841	true
`rank` Volume in the top tenth of 50 sessions	0.1791	false
`vwap` Above its 20-day volume-weighted price	0.9238	true
`med_vol` Volume over twice its 20-day median	0.1084	false
`up_week` Higher in a week	0.559	56% · close to even

What it means

For IBM on the session of 2026-10-30: True now: On-balance volume above its 20-day average; Above its 20-day volume-weighted price. Not true: Volume in the top tenth of 50 sessions; Volume over twice its 20-day median. Forecasts: Higher in a week 56%.

Volume rules true lend weight to a move in the note; quiet volume means the price change is thinner than it looks.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "IBM"
  },
  "questions": {
    "obv": {
      "type": "yes_no",
      "ask": "obv() > sma(obv(), 20)"
    },
    "rank": {
      "type": "yes_no",
      "ask": "percentrank(V, 50) > 90"
    },
    "vwap": {
      "type": "yes_no",
      "ask": "C > sum(hlc3() * V, 20) / sum(V, 20)"
    },
    "med_vol": {
      "type": "yes_no",
      "ask": "V > 2 * median(V, 20)"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  }
}

Response JSON (IBM, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "obv": {
      "yes_no": 0.8841,
      "rule": "obv() > sma(obv(), 20)",
      "basis": "rule"
    },
    "rank": {
      "yes_no": 0.1791,
      "rule": "percentrank(V, 50) > 90",
      "basis": "rule"
    },
    "vwap": {
      "yes_no": 0.9238,
      "rule": "C > sum(hlc3() * V, 20) / sum(V, 20)",
      "basis": "rule"
    },
    "med_vol": {
      "yes_no": 0.1084,
      "rule": "V > 2 * median(V, 20)",
      "basis": "rule"
    },
    "up_week": {
      "yes_no": 0.559
    }
  },
  "context": {
    "symbol": "IBM",
    "as_of": "2026-10-30"
  }
}

hlc3 median obv percentrank sma sum

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Equity research analyst · example 16

Energy coverage: XOM, CVX, COP, OXY morning facts

A pre-open workflow posting trend, dividend and earnings facts for the oil majors to the team channel.

ora-fin-0.1.14 symbols, one request each5 questions1 actionworkflow · Mon–Fri at 08:15 ET

ScheduleMon–Fri at 08:15 ET
State4 symbols
Questions5 asked
Answersreal, captured
Actions1 rule · dry run

State

{"symbol":"XOM"} then CVX, COP, OXY, one request each. The server fills in the latest completed session.

Questions

`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`yield3`	English → rule	Is the dividend yield above 3%?
`raised`	rule	`raised_last > 0.5` Raised its last dividend
`earn_soon`	rule	`days_to_earnings <= 10` Reports earnings within 10 days
`big_move5`	forecast	Will there be a big move in either direction in the next 5 days? A big move either way in 5 days

Answers

Symbol	`trend`rule	`yield3`rule	`raised`rule	`earn_soon`rule	`big_move5`forecast	Fired
`XOM`	0.9463	0.0537	0.1409	0.0537	0.394	none
`CVX`	0.9463	0.4906	0.1409	0.0537	0.423	none
`COP`	0.9446	0.0537	0.1409	0.8967	0.362	`morning`
`OXY`	0.9173	0.0555	0.8591	0.55	0.381	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.

earn_soon >= 0.6 or trend < 0.4→Slackenergy-team

XOM 0 of 1 fired · dry run, nothing sent

CVX 0 of 1 fired · dry run, nothing sent

COP 1 of 1 fired · dry run, nothing sent

morningwould send (dry run)Slack → energy-team

{
  "text": "COP (2026-10-30): above the 50-day 94%, reports within 10 days 90%, yield over 3% 5%. Big move in 5 days 36%."
}

OXY 0 of 1 fired · dry run, nothing sent

What it means

Session of 2026-10-30, 4 symbols: Above the 50-day average: true for XOM, CVX, COP, OXY of 4. Is the dividend yield above 3%: true for none of 4. Raised its last dividend: true for OXY of 4. Reports earnings within 10 days: true for COP of 4. Highest odds for “A big move either way in 5 days”: CVX at 42%. morning fired for COP.

Names post only when an event is near or the trend has broken, so the channel stays readable.

As a scheduled workflow (Mon–Fri at 08:15 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": "Energy coverage: XOM, CVX, COP, OXY morning facts",
  "symbols": "XOM CVX COP OXY",
  "days": [
    1,
    2,
    3,
    4,
    5
  ],
  "at_time": "08:15",
  "model": "ora-fin-0.1.1",
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "yield3": {
      "type": "yes_no",
      "instructions": "Is the dividend yield above 3%?"
    },
    "raised": {
      "type": "yes_no",
      "ask": "raised_last > 0.5"
    },
    "earn_soon": {
      "type": "yes_no",
      "ask": "days_to_earnings <= 10"
    },
    "big_move5": {
      "type": "yes_no",
      "instructions": "Will there be a big move in either direction in the next 5 days?"
    }
  },
  "actions": [
    {
      "id": "morning",
      "when": "earn_soon >= 0.6 or trend < 0.4",
      "do": "slack",
      "connection": "energy-team",
      "message": "{{symbol}} ({{as_of}}): above the 50-day {{trend|pct}}, reports within 10 days {{earn_soon|pct}}, yield over 3% {{yield3|pct}}. Big move in 5 days {{big_move5|pct}}."
    }
  ]
}

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "XOM"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "yield3": {
      "type": "yes_no",
      "instructions": "Is the dividend yield above 3%?"
    },
    "raised": {
      "type": "yes_no",
      "ask": "raised_last > 0.5"
    },
    "earn_soon": {
      "type": "yes_no",
      "ask": "days_to_earnings <= 10"
    },
    "big_move5": {
      "type": "yes_no",
      "instructions": "Will there be a big move in either direction in the next 5 days?"
    }
  },
  "actions": [
    {
      "id": "morning",
      "when": "earn_soon >= 0.6 or trend < 0.4",
      "do": "slack",
      "connection": "energy-team",
      "message": "{{symbol}} ({{as_of}}): above the 50-day {{trend|pct}}, reports within 10 days {{earn_soon|pct}}, yield over 3% {{yield3|pct}}. Big move in 5 days {{big_move5|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (XOM, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.9463,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "yield3": {
      "yes_no": 0.0537,
      "rule": "div_yield_ttm > 3",
      "basis": "pattern"
    },
    "raised": {
      "yes_no": 0.1409,
      "rule": "raised_last > 0.5",
      "basis": "rule"
    },
    "earn_soon": {
      "yes_no": 0.0537,
      "rule": "days_to_earnings <= 10",
      "basis": "rule"
    },
    "big_move5": {
      "yes_no": 0.394
    }
  },
  "context": {
    "symbol": "XOM",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "morning",
      "fired": false,
      "status": "skipped"
    }
  ]
}

days_to_earnings div_yield_ttm raised_last sma

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Equity research analyst · example 17

PFE: reversal candles after the decline

For a coverage name in a downtrend, record whether recent candles show a reversal pattern before the rating discussion.

ora-fin-0.1.1PFE6 questions

StatePFE
Questions6 asked
Answersreal, captured
Actionsnone

State

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

Questions

`morning`	rule	`morning_star()` morning star candle: A red bar, a small bar (half its body or less) that stays under its close, then a green bar closing above the middle of the first.
`piercing`	rule	`piercing_line()` piercing line candle: After a red day, opens below its close and closes above the middle of its body (but under its open).
`harami`	rule	`harami_bull()` harami bull candle: A small green body inside yesterday's red body.
`tweezer`	rule	`tweezer_bottom()` tweezer bottom candle: Red then green, with lows within 0.1% of each other.
`below200`	English → rule	Is the stock below its 200-day moving average?
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Question	Answer	Reading
`morning` morning star candle: A red bar, a small bar (half its body or less) that stays under its close, then a green bar closing above the middle of the first.	0.0742	false
`piercing` piercing line candle: After a red day, opens below its close and closes above the middle of its body (but under its open).	0.0562	false
`harami` harami bull candle: A small green body inside yesterday's red body.	0.1147	false
`tweezer` tweezer bottom candle: Red then green, with lows within 0.1% of each other.	0.0591	false
`below200` Is the stock below its 200-day moving average compiled to `C < sma(C, 200)`	0.0537	false
`up_week` Higher in a week	0.555	56% · close to even

What it means

For PFE on the session of 2026-10-30: Not true: morning star candle: A red bar, a small bar (half its body or less) that stays under its close, then a green bar closing above the middle of the first.; piercing line candle: After a red day, opens below its close and closes above the middle of its body (but under its open).; harami bull candle: A small green body inside yesterday's red body.; tweezer bottom candle: Red then green, with lows within 0.1% of each other.; Is the stock below its 200-day moving average. Forecasts: Higher in a week 56%.

A pattern is a description of the last bars, not a thesis; it is mentioned only if one is true.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "PFE"
  },
  "questions": {
    "morning": {
      "type": "yes_no",
      "ask": "morning_star()"
    },
    "piercing": {
      "type": "yes_no",
      "ask": "piercing_line()"
    },
    "harami": {
      "type": "yes_no",
      "ask": "harami_bull()"
    },
    "tweezer": {
      "type": "yes_no",
      "ask": "tweezer_bottom()"
    },
    "below200": {
      "type": "yes_no",
      "instructions": "Is the stock below its 200-day moving average?"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  }
}

Response JSON (PFE, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "morning": {
      "yes_no": 0.0742,
      "rule": "morning_star()",
      "basis": "rule"
    },
    "piercing": {
      "yes_no": 0.0562,
      "rule": "piercing_line()",
      "basis": "rule"
    },
    "harami": {
      "yes_no": 0.1147,
      "rule": "harami_bull()",
      "basis": "rule"
    },
    "tweezer": {
      "yes_no": 0.0591,
      "rule": "tweezer_bottom()",
      "basis": "rule"
    },
    "below200": {
      "yes_no": 0.0537,
      "rule": "C < sma(C, 200)",
      "basis": "comparison"
    },
    "up_week": {
      "yes_no": 0.555
    }
  },
  "context": {
    "symbol": "PFE",
    "as_of": "2026-10-30"
  }
}

harami_bull morning_star piercing_line sma tweezer_bottom

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Equity research analyst · example 18

Send AAPL chart facts to the research publishing system

Push verified chart facts to the publishing tool so the report template fills its technical box automatically.

ora-fin-0.1.1AAPL5 questions1 action

StateAAPL
Questions5 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`trend`	English → rule	Is the stock above its 200-day moving average?
`golden`	rule	`sma(C, 50) > sma(C, 200)` 50-day above the 200-day
`rsi50`	rule	`rsi(C, 14) > 50` RSI above 50
`near_high`	rule	`C >= 0.98 * max(H, 252)` Within 2% of the 52-week high
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Question	Answer	Reading
`trend` Is the stock above its 200-day moving average compiled to `C > sma(C, 200)`	0.9463	true
`golden` 50-day above the 200-day	0.9463	true
`rsi50` RSI above 50	0.8179	true
`near_high` Within 2% of the 52-week high	0.4962	on the line (false)
`up_week` Higher in a week	0.59	59% · close to even

Actions

Rules on the answers decide what to send.

trend >= 0→Webhookresearch-cms

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

publishwould send (dry run)Webhook → research-cms

{
  "ticker": "AAPL",
  "as_of": "2026-10-30",
  "box": "technicals",
  "above_200d": 0.9463,
  "golden_alignment": 0.9463,
  "rsi_above_50": 0.8179,
  "near_52w_high": 0.4962,
  "model_up_week": 0.59
}

What it means

For AAPL on the session of 2026-10-30: True now: Is the stock above its 200-day moving average; 50-day above the 200-day; RSI above 50. On the line: Within 2% of the 52-week high. Forecasts: Higher in a week 59%. Fired: publish (Webhook → research-cms).

The webhook always fires; the CMS writes yes or no from each probability and labels the forecast as model odds.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "AAPL"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "golden": {
      "type": "yes_no",
      "ask": "sma(C, 50) > sma(C, 200)"
    },
    "rsi50": {
      "type": "yes_no",
      "ask": "rsi(C, 14) > 50"
    },
    "near_high": {
      "type": "yes_no",
      "ask": "C >= 0.98 * max(H, 252)"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  },
  "actions": [
    {
      "id": "publish",
      "when": "trend >= 0",
      "do": "webhook",
      "connection": "research-cms",
      "body": {
        "ticker": "{{symbol}}",
        "as_of": "{{as_of}}",
        "box": "technicals",
        "above_200d": "{{trend}}",
        "golden_alignment": "{{golden}}",
        "rsi_above_50": "{{rsi50}}",
        "near_52w_high": "{{near_high}}",
        "model_up_week": "{{up_week}}"
      }
    }
  ],
  "dry_run": true
}

Response JSON (AAPL, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.9463,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "golden": {
      "yes_no": 0.9463,
      "rule": "sma(C, 50) > sma(C, 200)",
      "basis": "rule"
    },
    "rsi50": {
      "yes_no": 0.8179,
      "rule": "rsi(C, 14) > 50",
      "basis": "rule"
    },
    "near_high": {
      "yes_no": 0.4962,
      "rule": "C >= 0.98 * max(H, 252)",
      "basis": "rule"
    },
    "up_week": {
      "yes_no": 0.59
    }
  },
  "context": {
    "symbol": "AAPL",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "publish",
      "fired": true,
      "status": "dry_run",
      "do": "webhook",
      "connection": "research-cms",
      "preview": {
        "body": {
          "ticker": "AAPL",
          "as_of": "2026-10-30",
          "box": "technicals",
          "above_200d": 0.9463,
          "golden_alignment": 0.9463,
          "rsi_above_50": 0.8179,
          "near_52w_high": 0.4962,
          "model_up_week": 0.59
        }
      }
    }
  ]
}

max rsi sma

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Equity research analyst · example 19

ORCL: momentum quality with ADX and directional lines

Describe whether the trend is strong and directional before writing that momentum supports the thesis.

ora-fin-0.1.1ORCL5 questions

StateORCL
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`adx25`	rule	`adx(14) > 25` Trending (ADX above 25)
`di`	rule	`diplus(14) > diminus(14)` +DI above -DI
`wma`	rule	`wma(C, 10) > wma(C, 30)` 10-day weighted average above the 30-day
`ema21`	rule	`C > ema(C, 21)`
`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
`adx25` Trending (ADX above 25)	0.0616	false
`di` +DI above -DI	0.8014	true
`wma` 10-day weighted average above the 30-day	0.33	false
`ema21` C > ema(C, 21)	0.2272	false
`rally5` A 5% rally within a month	0.687	69% · likely

What it means

For ORCL on the session of 2026-10-30: True now: +DI above -DI. Not true: Trending (ADX above 25); 10-day weighted average above the 30-day; C > ema(C, 21). Forecasts: A 5% rally within a month 69%.

A strong ADX with +DI on top describes a real trend; the note says trend-supported only when both are true.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "ORCL"
  },
  "questions": {
    "adx25": {
      "type": "yes_no",
      "ask": "adx(14) > 25"
    },
    "di": {
      "type": "yes_no",
      "ask": "diplus(14) > diminus(14)"
    },
    "wma": {
      "type": "yes_no",
      "ask": "wma(C, 10) > wma(C, 30)"
    },
    "ema21": {
      "type": "yes_no",
      "ask": "C > ema(C, 21)"
    },
    "rally5": {
      "type": "yes_no",
      "instructions": "Will it rally at least 5% at some point in the next month?"
    }
  }
}

Response JSON (ORCL, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "adx25": {
      "yes_no": 0.0616,
      "rule": "adx(14) > 25",
      "basis": "rule"
    },
    "di": {
      "yes_no": 0.8014,
      "rule": "diplus(14) > diminus(14)",
      "basis": "rule"
    },
    "wma": {
      "yes_no": 0.33,
      "rule": "wma(C, 10) > wma(C, 30)",
      "basis": "rule"
    },
    "ema21": {
      "yes_no": 0.2272,
      "rule": "C > ema(C, 21)",
      "basis": "rule"
    },
    "rally5": {
      "yes_no": 0.687
    }
  },
  "context": {
    "symbol": "ORCL",
    "as_of": "2026-10-30"
  }
}

adx diminus diplus ema wma

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Equity research analyst · example 20

BA: drawdown and recovery context for the downgrade debate

Measure how far the stock sits from its highs and how long since its last breakout before the rating committee.

ora-fin-0.1.1BA5 questions

StateBA
Questions5 asked
Answersreal, captured
Actionsnone

State

{"symbol":"BA"} 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
`since_bo`	rule	`barssince(C > highest(C, 20)) > 30` No 20-day breakout for 30 sessions
`bars_high`	rule	`highestbars(H, 60) >= 40` The 60-day high is at least 40 sessions old
`near200`	rule	`abs(C / sma(C, 200) - 1) < 0.03` Within 3% of the 200-day
`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	0.9296	true
`since_bo` No 20-day breakout for 30 sessions	0.9237	true
`bars_high` The 60-day high is at least 40 sessions old	0.8581	true
`near200` Within 3% of the 200-day	0.0537	false
`drop10` A 10% drawdown within a month	0.426	43% · close to even

What it means

For BA on the session of 2026-10-30: True now: More than 20% off the 52-week high; No 20-day breakout for 30 sessions; The 60-day high is at least 40 sessions old. Not true: Within 3% of the 200-day. Forecasts: A 10% drawdown within a month 43%.

These facts frame the debate; the committee decides, the answers just make the starting point exact.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "BA"
  },
  "questions": {
    "drawdown": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "since_bo": {
      "type": "yes_no",
      "ask": "barssince(C > highest(C, 20)) > 30"
    },
    "bars_high": {
      "type": "yes_no",
      "ask": "highestbars(H, 60) >= 40"
    },
    "near200": {
      "type": "yes_no",
      "ask": "abs(C / sma(C, 200) - 1) < 0.03"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    }
  }
}

Response JSON (BA, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "drawdown": {
      "yes_no": 0.9296,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "since_bo": {
      "yes_no": 0.9237,
      "rule": "barssince(C > highest(C, 20)) > 30",
      "basis": "rule"
    },
    "bars_high": {
      "yes_no": 0.8581,
      "rule": "highestbars(H, 60) >= 40",
      "basis": "rule"
    },
    "near200": {
      "yes_no": 0.0537,
      "rule": "abs(C / sma(C, 200) - 1) < 0.03",
      "basis": "rule"
    },
    "drop10": {
      "yes_no": 0.426
    }
  },
  "context": {
    "symbol": "BA",
    "as_of": "2026-10-30"
  }
}

abs barssince highest highestbars max sma

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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 Sell side: Sell-side sales trader, Execution trader / desk, Market maker, Prop trading firm, Compliance officer.

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

JNJ and ABBV: dividend growth and earnings record

State

Questions

Answers

What it means

COST: is the stock extended enough to revisit the target?

State

Questions

Answers

What it means

Who reports next: AAPL, MSFT, AMZN, NVDA, TSLA

State

Questions

Answers

Actions

What it means

INTC: recent misses and the trend under them

State

Questions

Answers

What it means

IBM: is the move after results backed by volume?

State

Questions

Answers

What it means

Energy coverage: XOM, CVX, COP, OXY morning facts

State

Questions

Answers

Actions

What it means

PFE: reversal candles after the decline

State

Questions

Answers

What it means

Send AAPL chart facts to the research publishing system

State

Questions

Answers

Actions

What it means

ORCL: momentum quality with ADX and directional lines

State

Questions

Answers

What it means

BA: drawdown and recovery context for the downgrade debate

State

Questions

Answers

What it means