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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.

Answers 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 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.

ora-fin-0.1.12 symbols, one request each6 questions
  1. State2 symbols
  2. Questions6 asked
  3. Answersreal, captured
  4. Actionsnone

State

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

Questions

eps_vs_estrulelast_eps > last_eps_est
Reported EPS above the consensus estimate
rev_vs_year_agorulelast_revenue > revenue_year_ago
Revenue above the year-ago quarter
div_uprulelast_div_amount > prev_div_amount
Last dividend larger than the one before
split_2for1ruledays_to_split <= 365 and next_split_ratio >= 2
A 2-for-1 or bigger split announced within a year
trendEnglish → ruleIs the stock above its 200-day moving average?
beat_nextforecastWill the stock beat earnings next quarter?
Beating earnings next quarter

Answers

Symboleps_vs_estrulerev_vs_year_agorulediv_uprulesplit_2for1ruletrendrulebeat_nextforecast
JPM0.32270.81360.94630.05370.88540.506
KO0.94630.80440.450.05370.94630.507

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.

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