Use cases · Sell side
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.
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 13days_to_earnings 5beat_eps_last 4last_earnings_gap 4last_eps 4abs 3last_earnings_move 3eps_surprise_pct 3raised_last 3max 3beat_streak 2pre_earnings_close 2ema 2div_yield_ttm 2years_of_growth 2days_since_earnings 2eps_year_ago 2offset 2adx 2diminus 2diplus 2days_to_split 2beats_last4 1beat_revenue_last 1eps_growth_yoy 1roc 1cut_last 1macd 1macdsignal 1revenue_growth_yoy 1revenue_surprise_pct 1linreg 1log 1ref 1sqrt 1std 1days_since_split 1last_split_ratio 1reverse_split_last 1splits_5y 1atr 1cci 1willr 1next_report_amc 1next_report_bmo 1miss_eps_last 1misses_last4 1swinghigh 1swinglow 1hlc3 1median 1obv 1percentrank 1sum 1harami_bull 1morning_star 1piercing_line 1tweezer_bottom 1rsi 1wma 1barssince 1highest 1highestbars 1last_div_amount 1last_eps_est 1last_revenue 1next_split_ratio 1prev_div_amount 1revenue_year_ago 1
Examples 21–21 of 21 · page 3 of 3
Equity research analyst · example 21
The raw numbers behind the last print: JPM and KO
For a results note, check the reported figures themselves against the estimate and the year-ago quarter, the last dividend against the one before, and whether any split is announced.
- State2 symbols
- Questions6 asked
- Answersreal, captured
- Actionsnone
State
{"symbol":"JPM"} then KO, one request each. The server fills in the latest completed session.
Questions
eps_vs_est | rule | last_eps > last_eps_estReported EPS above the consensus estimate |
rev_vs_year_ago | rule | last_revenue > revenue_year_agoRevenue above the year-ago quarter |
div_up | rule | last_div_amount > prev_div_amountLast dividend larger than the one before |
split_2for1 | rule | days_to_split <= 365 and next_split_ratio >= 2A 2-for-1 or bigger split announced within a year |
trend | English → rule | Is the stock above its 200-day moving average? |
beat_next | forecast | Will the stock beat earnings next quarter? Beating earnings next quarter |
Answers
| Symbol | eps_vs_estrule | rev_vs_year_agorule | div_uprule | split_2for1rule | trendrule | beat_nextforecast |
|---|---|---|---|---|---|---|
JPM | 0.3227 | 0.8136 | 0.9463 | 0.0537 | 0.8854 | 0.506 |
KO | 0.9463 | 0.8044 | 0.45 | 0.0537 | 0.9463 | 0.507 |
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: Reported EPS above the consensus estimate: true for KO of 2. Revenue above the year-ago quarter: true for JPM, KO of 2. Last dividend larger than the one before: true for JPM of 2. A 2-for-1 or bigger split announced within a year: true for none of 2. Highest odds for “Beating earnings next quarter”: KO at 51%.
These are the stored figures compared directly; when no split is announced the split rule answers no, and the next-quarter beat is a forecast, not a fact.
Request JSON (JPM; the others differ only in the symbol)
{
"model": "ora-fin-0.1.1",
"state": {
"symbol": "JPM"
},
"questions": {
"eps_vs_est": {
"type": "yes_no",
"ask": "last_eps > last_eps_est"
},
"rev_vs_year_ago": {
"type": "yes_no",
"ask": "last_revenue > revenue_year_ago"
},
"div_up": {
"type": "yes_no",
"ask": "last_div_amount > prev_div_amount"
},
"split_2for1": {
"type": "yes_no",
"ask": "days_to_split <= 365 and next_split_ratio >= 2"
},
"trend": {
"type": "yes_no",
"instructions": "Is the stock above its 200-day moving average?"
},
"beat_next": {
"type": "yes_no",
"instructions": "Will the stock beat earnings next quarter?"
}
}
}Response JSON (JPM, real)
{
"model": "ora-fin-0.1.1",
"answers": {
"eps_vs_est": {
"yes_no": 0.3227,
"rule": "last_eps > last_eps_est",
"basis": "rule"
},
"rev_vs_year_ago": {
"yes_no": 0.8136,
"rule": "last_revenue > revenue_year_ago",
"basis": "rule"
},
"div_up": {
"yes_no": 0.9463,
"rule": "last_div_amount > prev_div_amount",
"basis": "rule"
},
"split_2for1": {
"yes_no": 0.0537,
"rule": "days_to_split <= 365 and next_split_ratio >= 2",
"basis": "rule"
},
"trend": {
"yes_no": 0.8854,
"rule": "C > sma(C, 200)",
"basis": "comparison"
},
"beat_next": {
"yes_no": 0.506
}
},
"context": {
"symbol": "JPM",
"as_of": "2026-10-30"
}
}days_to_split last_div_amount last_eps last_eps_est last_revenue next_split_ratio prev_div_amount revenue_year_ago sma
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.