Model

Use cases · Institutions

ETF issuer: 20 ways to use Ora

Watches its funds and their holdings: flows proxies, trend, volatility and distribution dates. Each example is a complete, runnable request with the real answers it returned (36 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 (61)

sma 13 offset 5 ref 5 atr 4 div_yield_ttm 3 abs 3 ema 3 adx 2 log 2 sqrt 2 std 2 max 2 cut_last 2 div_count_ttm 2 raised_last 2 rsi 2 lowest 1 avg 1 percentrank 1 diminus 1 diplus 1 linreg 1 roc 1 wma 1 days_to_ex_div 1 pays_dividend 1 beat_eps_last 1 beat_revenue_last 1 days_to_earnings 1 last_earnings_move 1 harami_bull 1 min 1 piercing_line 1 tweezer_bottom 1 cci 1 hanging_man 1 shooting_star 1 gap_down 1 gap_up 1 crossdown 1 crossup 1 three_black_crows 1 willr 1 barssince 1 highest 1 zscore 1 macd 1 macdsignal 1 obv 1 doji 1 spinning_top 1 days_since_split 1 days_to_split 1 last_split_ratio 1 reverse_split_last 1 engulfing_bear 1 morning_star 1 dark_cloud 1 bblower 1 bbmid 1 bbupper 1

Examples 1–10 of 20 · page 1 of 2

ETF issuer · example 1

Sector ETF trend board: XLK, XLF, XLE, XLV

A product team checks which sector funds are in an uptrend and which are breaking down, to plan marketing and capital-markets outreach for the week.

ora-fin-0.1.14 symbols, one request each4 questions

State4 symbols
Questions4 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`long`	English → rule	Is the stock above its 200-day moving average?
`breakdown`	rule	`C < lowest(L, 20)` Closed under the 20-day low
`beat_spy`	forecast	Will it beat SPY over the next month? Beating SPY over a month

Answers

Symbol	`trend`rule	`long`rule	`breakdown`rule	`beat_spy`forecast
`XLK`	0.0776	0.92	0.6706	0.498
`XLF`	0.6692	0.919	0.0555	0.448
`XLE`	0.9432	0.9463	0.0537	0.55
`XLV`	0.9447	0.9463	0.0537	0.534

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: Above the 50-day average: true for XLF, XLE, XLV of 4. Is the stock above its 200-day moving average: true for XLK, XLF, XLE, XLV of 4. Closed under the 20-day low: true for XLK of 4. Highest odds for “Beating SPY over a month”: XLE at 55%.

Funds with both trend rules true are the ones advisors are asking about; a breakdown flags a fund where outflows and questions are likely.

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)"
    },
    "long": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "breakdown": {
      "type": "yes_no",
      "ask": "C < lowest(L, 20)"
    },
    "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"
    },
    "long": {
      "yes_no": 0.92,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "breakdown": {
      "yes_no": 0.6706,
      "rule": "C < lowest(L, 20)",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.498
    }
  },
  "context": {
    "symbol": "XLK",
    "as_of": "2026-10-30"
  }
}

lowest sma

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ETF issuer · example 2

XLK: is heavy volume a creation/redemption signal?

Volume far above normal in an ETF often comes with creations or redemptions. Flag days when XLK trades heavy and whether price went up or down with it.

ora-fin-0.1.1XLK5 questions3 actions

StateXLK
Questions5 asked
Answersreal, captured
Actions3 rules · dry run

State

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

Questions

`spike`	rule	`V > 2 * ref(avg(V, 20), -1)` Volume more than twice the previous 20-day average
`up_vol`	rule	`C > C[-1] and V > 1.5 * ref(avg(V, 20), -1)` Up on heavy volume
`down_vol`	rule	`C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)` Down on heavy volume
`rank`	rule	`percentrank(V, 50) > 90` Volume in the top tenth of 50 sessions
`spike_next`	forecast	Will volume spike tomorrow? A volume spike tomorrow

Answers

Question	Answer	Reading
`spike` Volume more than twice the previous 20-day average	0.7826	true
`up_vol` Up on heavy volume	0.0537	false
`down_vol` Down on heavy volume	0.936	true
`rank` Volume in the top tenth of 50 sessions	0.6754	true
`spike_next` A volume spike tomorrow	0.117	12% · unlikely

Actions

Rules on the answers decide what to send.

spike >= 0.6 and up_vol >= 0.6→Slackcapital-markets

spike >= 0.6 and down_vol >= 0.6→Slackcapital-markets

else→Slackcapital-markets

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

flow_uprule false: skipped

flow_downwould send (dry run)Slack → capital-markets

{
  "text": "XLK (2026-10-30): heavy volume on a down day (94%). Expect redemption requests."
}

quietrule false: skipped

What it means

For XLK on the session of 2026-10-30: True now: Volume more than twice the previous 20-day average; Down on heavy volume; Volume in the top tenth of 50 sessions. Not true: Up on heavy volume. Forecasts: A volume spike tomorrow 12%. Fired: flow_down (Slack → capital-markets).

Volume rules are exact on the daily bar; they are a proxy for primary-market activity, not the flow figures themselves, so the desk confirms with the authorized participants.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "XLK"
  },
  "questions": {
    "spike": {
      "type": "yes_no",
      "ask": "V > 2 * ref(avg(V, 20), -1)"
    },
    "up_vol": {
      "type": "yes_no",
      "ask": "C > C[-1] and V > 1.5 * ref(avg(V, 20), -1)"
    },
    "down_vol": {
      "type": "yes_no",
      "ask": "C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)"
    },
    "rank": {
      "type": "yes_no",
      "ask": "percentrank(V, 50) > 90"
    },
    "spike_next": {
      "type": "yes_no",
      "instructions": "Will volume spike tomorrow?"
    }
  },
  "actions": [
    {
      "id": "flow_up",
      "when": "spike >= 0.6 and up_vol >= 0.6",
      "do": "slack",
      "connection": "capital-markets",
      "message": "{{symbol}} ({{as_of}}): volume over twice its 20-day average on an up day ({{up_vol|pct}}). Check the creation basket with the AP desk."
    },
    {
      "id": "flow_down",
      "when": "spike >= 0.6 and down_vol >= 0.6",
      "do": "slack",
      "connection": "capital-markets",
      "message": "{{symbol}} ({{as_of}}): heavy volume on a down day ({{down_vol|pct}}). Expect redemption requests."
    },
    {
      "id": "quiet",
      "when": "else",
      "do": "slack",
      "connection": "capital-markets",
      "message": "{{symbol}} ({{as_of}}): normal volume (spike rule {{spike|pct}})."
    }
  ],
  "dry_run": true
}

Response JSON (XLK, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "spike": {
      "yes_no": 0.7826,
      "rule": "V > 2 * ref(avg(V, 20), -1)",
      "basis": "rule"
    },
    "up_vol": {
      "yes_no": 0.0537,
      "rule": "C > C[-1] and V > 1.5 * ref(avg(V, 20), -1)",
      "basis": "rule"
    },
    "down_vol": {
      "yes_no": 0.936,
      "rule": "C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)",
      "basis": "rule"
    },
    "rank": {
      "yes_no": 0.6754,
      "rule": "percentrank(V, 50) > 90",
      "basis": "rule"
    },
    "spike_next": {
      "yes_no": 0.117
    }
  },
  "context": {
    "symbol": "XLK",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "flow_up",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "flow_down",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "capital-markets",
      "preview": {
        "text": "XLK (2026-10-30): heavy volume on a down day (94%). Expect redemption requests."
      }
    },
    {
      "id": "quiet",
      "fired": false,
      "status": "skipped"
    }
  ]
}

avg offset percentrank ref

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ETF issuer · example 3

SPLV: is the low-volatility factor doing its job?

Check that the minimum-volatility fund is actually calmer than usual and holding its trend, for the monthly factor commentary.

ora-fin-0.1.1SPLV5 questions

StateSPLV
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`atr_low`	English → rule	Is the 14-day ATR less than 2% of the price?
`hv_low`	English → rule	Is 20-day historical volatility below 20%?
`trend`	English → rule	Is the stock above its 200-day moving average?
`adx`	rule	`adx(14) > 20 and diplus(14) > diminus(14)` ADX above 20 with +DI over -DI (a directional uptrend)
`vol_up`	forecast	Will volatility be higher over the next month? Higher volatility next month

Answers

Question	Answer	Reading
`atr_low` Is the 14-day ATR less than 2% of the price compiled to `atr(14) / C < 0.02`	0.9463	true
`hv_low` Is 20-day historical volatility below 20% compiled to `std(log(C / C[-1]), 20) * sqrt(20 / 19) * sqrt(252) < 0.2`	0.9463	true
`trend` Is the stock above its 200-day moving average compiled to `C > sma(C, 200)`	0.9123	true
`adx` ADX above 20 with +DI over -DI (a directional uptrend)	0.9216	true
`vol_up` Higher volatility next month	0.487	49% · close to even

What it means

For SPLV on the session of 2026-10-30: True now: Is the 14-day ATR less than 2% of the price; Is 20-day historical volatility below 20%; Is the stock above its 200-day moving average; ADX above 20 with +DI over -DI (a directional uptrend). Forecasts: Higher volatility next month 49%.

If the volatility rules are true the fund is behaving as marketed; a higher-volatility forecast is a talking point for the next commentary, not a change to the methodology.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "SPLV"
  },
  "questions": {
    "atr_low": {
      "type": "yes_no",
      "instructions": "Is the 14-day ATR less than 2% of the price?"
    },
    "hv_low": {
      "type": "yes_no",
      "instructions": "Is 20-day historical volatility below 20%?"
    },
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "adx": {
      "type": "yes_no",
      "ask": "adx(14) > 20 and diplus(14) > diminus(14)"
    },
    "vol_up": {
      "type": "yes_no",
      "instructions": "Will volatility be higher over the next month?"
    }
  }
}

Response JSON (SPLV, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "atr_low": {
      "yes_no": 0.9463,
      "rule": "atr(14) / C < 0.02",
      "basis": "pattern"
    },
    "hv_low": {
      "yes_no": 0.9463,
      "rule": "std(log(C / C[-1]), 20) * sqrt(20 / 19) * sqrt(252) < 0.2",
      "basis": "pattern"
    },
    "trend": {
      "yes_no": 0.9123,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "adx": {
      "yes_no": 0.9216,
      "rule": "adx(14) > 20 and diplus(14) > diminus(14)",
      "basis": "rule"
    },
    "vol_up": {
      "yes_no": 0.487
    }
  },
  "context": {
    "symbol": "SPLV",
    "as_of": "2026-10-30"
  }
}

adx atr diminus diplus log offset sma sqrt std

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ETF issuer · example 4

MTUM vs QUAL vs VLUE: which factor fund is leading?

Rank the three factor funds on the same questions for a factor-rotation note to distribution partners.

ora-fin-0.1.13 symbols, one request each5 questions2 actions

State3 symbols
Questions5 asked
Answersreal, captured
Actions2 rules · dry run

State

{"symbol":"MTUM"} then QUAL, VLUE, one request each. The server fills in the latest completed session.

Questions

`roc`	rule	`roc(C, 20) > 5` Up more than 5% in 20 sessions
`linreg`	rule	`linreg(C, 20) > ref(linreg(C, 20), -5)` 20-day regression line rising over the last week
`near_high`	rule	`C >= 0.98 * max(H, 252)` Within 2% of the 52-week high
`wma`	rule	`wma(C, 10) > wma(C, 30)` 10-day weighted average above the 30-day
`beat_spy`	forecast	Will it beat SPY over the next month? Beating SPY over a month

Answers

Symbol	`roc`rule	`linreg`rule	`near_high`rule	`wma`rule	`beat_spy`forecast	Fired
`MTUM`	0.0537	0.2169	0.0537	0.0888	0.486	`lagging`
`QUAL`	0.0554	0.137	0.2605	0.2228	0.495	`lagging`
`VLUE`	0.058	0.6939	0.0581	0.3095	0.512	`lagging`

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.

roc >= 0.6 and wma >= 0.6→Slacketf-sales

else→Slacketf-sales

MTUM 1 of 2 fired · dry run, nothing sent

leaderrule false: skipped

laggingwould send (dry run)Slack → etf-sales

{
  "text": "MTUM (2026-10-30) is not leading (20-day momentum 5%)."
}

QUAL 1 of 2 fired · dry run, nothing sent

leaderrule false: skipped

laggingwould send (dry run)Slack → etf-sales

{
  "text": "QUAL (2026-10-30) is not leading (20-day momentum 6%)."
}

VLUE 1 of 2 fired · dry run, nothing sent

leaderrule false: skipped

laggingwould send (dry run)Slack → etf-sales

{
  "text": "VLUE (2026-10-30) is not leading (20-day momentum 6%)."
}

What it means

Session of 2026-10-30, 3 symbols: Up more than 5% in 20 sessions: true for none of 3. 20-day regression line rising over the last week: true for VLUE of 3. Within 2% of the 52-week high: true for none of 3. 10-day weighted average above the 30-day: true for none of 3. Highest odds for “Beating SPY over a month”: VLUE at 51%. leader fired for none. lagging fired for MTUM, QUAL, VLUE.

The fund with the most rules true and the best odds against SPY leads the note; the forecast is a probability, so the note says so.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "MTUM"
  },
  "questions": {
    "roc": {
      "type": "yes_no",
      "ask": "roc(C, 20) > 5"
    },
    "linreg": {
      "type": "yes_no",
      "ask": "linreg(C, 20) > ref(linreg(C, 20), -5)"
    },
    "near_high": {
      "type": "yes_no",
      "ask": "C >= 0.98 * max(H, 252)"
    },
    "wma": {
      "type": "yes_no",
      "ask": "wma(C, 10) > wma(C, 30)"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  },
  "actions": [
    {
      "id": "leader",
      "when": "roc >= 0.6 and wma >= 0.6",
      "do": "slack",
      "connection": "etf-sales",
      "message": "{{symbol}} ({{as_of}}) leads on momentum: up 5% in 20 days ({{roc|pct}}), weighted trend {{wma|pct}}. Odds of beating SPY over a month: {{beat_spy|pct}}."
    },
    {
      "id": "lagging",
      "when": "else",
      "do": "slack",
      "connection": "etf-sales",
      "message": "{{symbol}} ({{as_of}}) is not leading (20-day momentum {{roc|pct}})."
    }
  ],
  "dry_run": true
}

Response JSON (MTUM, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "roc": {
      "yes_no": 0.0537,
      "rule": "roc(C, 20) > 5",
      "basis": "rule"
    },
    "linreg": {
      "yes_no": 0.2169,
      "rule": "linreg(C, 20) > ref(linreg(C, 20), -5)",
      "basis": "rule"
    },
    "near_high": {
      "yes_no": 0.0537,
      "rule": "C >= 0.98 * max(H, 252)",
      "basis": "rule"
    },
    "wma": {
      "yes_no": 0.0888,
      "rule": "wma(C, 10) > wma(C, 30)",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.486
    }
  },
  "context": {
    "symbol": "MTUM",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "leader",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "lagging",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "etf-sales",
      "preview": {
        "text": "MTUM (2026-10-30) is not leading (20-day momentum 5%)."
      }
    }
  ]
}

linreg max ref roc wma

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ETF issuer · example 5

SCHD: distribution calendar and yield check

Before the quarterly distribution, confirm the fund's ex-date, trailing yield and payout record for the investor-communications calendar.

ora-fin-0.1.1SCHD6 questions1 action

StateSCHD
Questions6 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`pays`	rule	`pays_dividend > 0.5` Pays a dividend
`ex_soon`	rule	`days_to_ex_div <= 30` Goes ex-dividend within 30 days
`yield3`	English → rule	Is the dividend yield above 3%?
`quarterly`	rule	`div_count_ttm >= 4` Pays at least quarterly
`raised`	rule	`raised_last > 0.5` Raised its last dividend
`no_cut`	rule	`cut_last < 0.5` Did not cut its last dividend

Answers

Question	Answer	Reading
`pays` Pays a dividend	0.8591	true
`ex_soon` Goes ex-dividend within 30 days	0.0537	false
`yield3` Is the dividend yield above 3% compiled to `div_yield_ttm > 3`	0.4287	on the line (false)
`quarterly` Pays at least quarterly	0.55	on the line (true)
`raised` Raised its last dividend	0.8591	true
`no_cut` Did not cut its last dividend	0.8591	true

Actions

Rules on the answers decide what to send.

ex_soon >= 0.6→Emailinvestor-communications

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

ex_noticerule false: skipped

What it means

For SCHD on the session of 2026-10-30: True now: Pays a dividend; Raised its last dividend; Did not cut its last dividend. Not true: Goes ex-dividend within 30 days. On the line: Is the dividend yield above 3%; Pays at least quarterly. No action fired: every rule was false.

Ex-dates count only once declared; if nothing is declared the email waits, and the team checks the board calendar instead.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "SCHD"
  },
  "questions": {
    "pays": {
      "type": "yes_no",
      "ask": "pays_dividend > 0.5"
    },
    "ex_soon": {
      "type": "yes_no",
      "ask": "days_to_ex_div <= 30"
    },
    "yield3": {
      "type": "yes_no",
      "instructions": "Is the dividend yield above 3%?"
    },
    "quarterly": {
      "type": "yes_no",
      "ask": "div_count_ttm >= 4"
    },
    "raised": {
      "type": "yes_no",
      "ask": "raised_last > 0.5"
    },
    "no_cut": {
      "type": "yes_no",
      "ask": "cut_last < 0.5"
    }
  },
  "actions": [
    {
      "id": "ex_notice",
      "when": "ex_soon >= 0.6",
      "do": "email",
      "connection": "investor-communications",
      "subject": "{{symbol}} ex-date within 30 days ({{as_of}})",
      "message": "{{symbol}} goes ex-distribution within 30 days. Trailing yield above 3%: {{yield3|pct}}. Last payment raised: {{raised|pct}}. Schedule the distribution notice."
    }
  ],
  "dry_run": true
}

Response JSON (SCHD, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "pays": {
      "yes_no": 0.8591,
      "rule": "pays_dividend > 0.5",
      "basis": "rule"
    },
    "ex_soon": {
      "yes_no": 0.0537,
      "rule": "days_to_ex_div <= 30",
      "basis": "rule"
    },
    "yield3": {
      "yes_no": 0.4287,
      "rule": "div_yield_ttm > 3",
      "basis": "pattern"
    },
    "quarterly": {
      "yes_no": 0.55,
      "rule": "div_count_ttm >= 4",
      "basis": "rule"
    },
    "raised": {
      "yes_no": 0.8591,
      "rule": "raised_last > 0.5",
      "basis": "rule"
    },
    "no_cut": {
      "yes_no": 0.8591,
      "rule": "cut_last < 0.5",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "SCHD",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "ex_notice",
      "fired": false,
      "status": "skipped"
    }
  ]
}

cut_last days_to_ex_div div_count_ttm div_yield_ttm pays_dividend raised_last

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ETF issuer · example 6

JEPI: a monthly payer holding up under the market?

Covered-call income fund: confirm the monthly payout record and see whether the price is eroding under the distribution.

ora-fin-0.1.1JEPI5 questions

StateJEPI
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`monthly`	English → rule	Does the stock pay a monthly dividend?
`cut`	English → rule	Did the stock cut its dividend last time?
`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?
`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
`monthly` Does the stock pay a monthly dividend compiled to `div_count_ttm >= 11`	0.8591	true
`cut` Did the stock cut its dividend last time compiled to `cut_last > 0.5`	0.8591	true
`below_200d` Is the stock below its 200-day moving average compiled to `C < sma(C, 200)`	0.0537	false
`down_month` Is the stock down more than 5% over the last month compiled to `C / C[-21] - 1 < -0.05`	0.0537	false
`drop5` A 5% drawdown within a month	0.071	7% · unlikely

What it means

For JEPI on the session of 2026-10-30: True now: Does the stock pay a monthly dividend; Did the stock cut its dividend last time. Not true: Is the stock below its 200-day moving average; Is the stock down more than 5% over the last month. Forecasts: A 5% drawdown within a month 7%.

Monthly payers show eleven or more ex-dates a year; a cut plus a price below the 200-day is the combination investors will ask about first.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "JEPI"
  },
  "questions": {
    "monthly": {
      "type": "yes_no",
      "instructions": "Does the stock pay a monthly dividend?"
    },
    "cut": {
      "type": "yes_no",
      "instructions": "Did the stock cut its dividend last time?"
    },
    "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?"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (JEPI, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "monthly": {
      "yes_no": 0.8591,
      "rule": "div_count_ttm >= 11",
      "basis": "pattern"
    },
    "cut": {
      "yes_no": 0.8591,
      "rule": "cut_last > 0.5",
      "basis": "pattern"
    },
    "below_200d": {
      "yes_no": 0.0537,
      "rule": "C < sma(C, 200)",
      "basis": "comparison"
    },
    "down_month": {
      "yes_no": 0.0537,
      "rule": "C / C[-21] - 1 < -0.05",
      "basis": "pattern"
    },
    "drop5": {
      "yes_no": 0.071
    }
  },
  "context": {
    "symbol": "JEPI",
    "as_of": "2026-10-30"
  }
}

cut_last div_count_ttm offset sma

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ETF issuer · example 7

XLK's top holdings: AAPL, MSFT, NVDA earnings and trend

The largest weights drive the fund. Check each one for an upcoming report, last-quarter beat and trend before the fund's monthly review.

ora-fin-0.1.13 symbols, one request each5 questions

State3 symbols
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`earn_soon`	rule	`days_to_earnings <= 10` Reports earnings within 10 days
`beat`	rule	`beat_eps_last > 0.5 and beat_revenue_last > 0.5` Beat on EPS and revenue last quarter
`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`big_react`	rule	`abs(last_earnings_move) > 5` Last earnings move bigger than 5%
`drop5`	forecast	Will it drop at least 5% at some point in the next month? A 5% drawdown within a month

Answers

Symbol	`earn_soon`rule	`beat`rule	`trend`rule	`big_react`rule	`drop5`forecast
`AAPL`	0.9392	0.8591	0.9119	0.9463	0.365
`MSFT`	0.0537	0.8591	0.7088	0.0537	0.422
`NVDA`	0.0563	0.8591	0.0746	0.9463	0.523

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: Reports earnings within 10 days: true for AAPL of 3. Beat on EPS and revenue last quarter: true for AAPL, MSFT, NVDA of 3. Above the 50-day average: true for AAPL, MSFT of 3. Last earnings move bigger than 5%: true for AAPL, NVDA of 3. Highest odds for “A 5% drawdown within a month”: NVDA at 52%.

A heavy holding that reports soon and moved a lot last time is the fund-level event risk to mention in the review.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "AAPL"
  },
  "questions": {
    "earn_soon": {
      "type": "yes_no",
      "ask": "days_to_earnings <= 10"
    },
    "beat": {
      "type": "yes_no",
      "ask": "beat_eps_last > 0.5 and beat_revenue_last > 0.5"
    },
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "big_react": {
      "type": "yes_no",
      "ask": "abs(last_earnings_move) > 5"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (AAPL, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "earn_soon": {
      "yes_no": 0.9392,
      "rule": "days_to_earnings <= 10",
      "basis": "rule"
    },
    "beat": {
      "yes_no": 0.8591,
      "rule": "beat_eps_last > 0.5 and beat_revenue_last > 0.5",
      "basis": "rule"
    },
    "trend": {
      "yes_no": 0.9119,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "big_react": {
      "yes_no": 0.9463,
      "rule": "abs(last_earnings_move) > 5",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.365
    }
  },
  "context": {
    "symbol": "AAPL",
    "as_of": "2026-10-30"
  }
}

abs beat_eps_last beat_revenue_last days_to_earnings last_earnings_move sma

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ETF issuer · example 8

XLE: reversal candles at the lows for the energy update?

Energy has swung hard: look for reversal patterns in the sector fund before writing the sector update.

ora-fin-0.1.1XLE5 questions

StateXLE
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`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.
`near_low`	English → rule	Is the stock within 10% of its 52-week low?
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Question	Answer	Reading
`piercing` piercing line candle: After a red day, opens below its close and closes above the middle of its body (but under its open).	0.1025	false
`harami` harami bull candle: A small green body inside yesterday's red body.	0.1565	false
`tweezer` tweezer bottom candle: Red then green, with lows within 0.1% of each other.	0.0537	false
`near_low` Is the stock within 10% of its 52-week low compiled to `abs(C / min(L, 252) - 1) <= 0.1`	0.0537	false
`up_week` Higher in a week	0.592	59% · close to even

What it means

For XLE on the session of 2026-10-30: Not true: 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 within 10% of its 52-week low. Forecasts: Higher in a week 59%.

Candles are one-day facts; a reversal pattern near the lows is a story for the update only when the trend rules agree.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "XLE"
  },
  "questions": {
    "piercing": {
      "type": "yes_no",
      "ask": "piercing_line()"
    },
    "harami": {
      "type": "yes_no",
      "ask": "harami_bull()"
    },
    "tweezer": {
      "type": "yes_no",
      "ask": "tweezer_bottom()"
    },
    "near_low": {
      "type": "yes_no",
      "instructions": "Is the stock within 10% of its 52-week low?"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  }
}

Response JSON (XLE, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "piercing": {
      "yes_no": 0.1025,
      "rule": "piercing_line()",
      "basis": "rule"
    },
    "harami": {
      "yes_no": 0.1565,
      "rule": "harami_bull()",
      "basis": "rule"
    },
    "tweezer": {
      "yes_no": 0.0537,
      "rule": "tweezer_bottom()",
      "basis": "rule"
    },
    "near_low": {
      "yes_no": 0.0537,
      "rule": "abs(C / min(L, 252) - 1) <= 0.1",
      "basis": "comparison"
    },
    "up_week": {
      "yes_no": 0.592
    }
  },
  "context": {
    "symbol": "XLE",
    "as_of": "2026-10-30"
  }
}

abs harami_bull min piercing_line tweezer_bottom

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ETF issuer · example 9

XLU: is the defensive bid real?

Utilities rallying while the market stalls is a common question. Check trend, momentum and an exhaustion candle on XLU.

ora-fin-0.1.1XLU5 questions

StateXLU
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`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
`cci`	rule	`cci(20) > 100` CCI above 100
`hanging`	rule	`hanging_man()` hanging man candle: Hammer shape, closing above the close five bars back.
`shooting`	rule	`shooting_star()` shooting star candle: Upper wick at least twice the body, lower wick at most 10% of the range, after a five-bar rise.
`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
`stacked` Stacked averages: close > 20 EMA > 50 > 200	0.0631	false
`cci` CCI above 100	0.7575	true
`hanging` hanging man candle: Hammer shape, closing above the close five bars back.	0.0698	false
`shooting` shooting star candle: Upper wick at least twice the body, lower wick at most 10% of the range, after a five-bar rise.	0.2993	false
`rally5` A 5% rally within a month	0.215	22% · unlikely

What it means

For XLU on the session of 2026-10-30: True now: CCI above 100. Not true: Stacked averages: close > 20 EMA > 50 > 200; hanging man candle: Hammer shape, closing above the close five bars back.; shooting star candle: Upper wick at least twice the body, lower wick at most 10% of the range, after a five-bar rise.. Forecasts: A 5% rally within a month 22%.

A stacked trend with CCI above 100 is the real bid; a hanging man or shooting star after the run is the caution to add to the note.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "XLU"
  },
  "questions": {
    "stacked": {
      "type": "yes_no",
      "ask": "C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)"
    },
    "cci": {
      "type": "yes_no",
      "ask": "cci(20) > 100"
    },
    "hanging": {
      "type": "yes_no",
      "ask": "hanging_man()"
    },
    "shooting": {
      "type": "yes_no",
      "ask": "shooting_star()"
    },
    "rally5": {
      "type": "yes_no",
      "instructions": "Will it rally at least 5% at some point in the next month?"
    }
  }
}

Response JSON (XLU, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "stacked": {
      "yes_no": 0.0631,
      "rule": "C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)",
      "basis": "rule"
    },
    "cci": {
      "yes_no": 0.7575,
      "rule": "cci(20) > 100",
      "basis": "rule"
    },
    "hanging": {
      "yes_no": 0.0698,
      "rule": "hanging_man()",
      "basis": "rule"
    },
    "shooting": {
      "yes_no": 0.2993,
      "rule": "shooting_star()",
      "basis": "rule"
    },
    "rally5": {
      "yes_no": 0.215
    }
  },
  "context": {
    "symbol": "XLU",
    "as_of": "2026-10-30"
  }
}

cci ema hanging_man shooting_star sma

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ETF issuer · example 10

QQQ gap days: will market makers keep the spread tight?

Large opening gaps stress ETF spreads. Flag gap days in QQQ so the issuer's capital-markets team can check quotes with lead market makers.

ora-fin-0.1.1QQQ5 questions2 actions

StateQQQ
Questions5 asked
Answersreal, captured
Actions2 rules · dry run

State

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

Questions

`gap_up`	rule	`gap_up()` gap up candle: Today's whole range is above yesterday's high: an unfilled gap up.
`gap_down`	rule	`gap_down()` gap down candle: Today's whole range is below yesterday's low.
`gap_atr`	rule	`abs(O - C[-1]) > 0.5 * ref(atr(14), -1)` Gap bigger than half an ATR
`gap_tom`	forecast	Will it gap down tomorrow? A gap down tomorrow
`big_move`	forecast	Will there be a big move in either direction in the next 5 days? A big move either way in 5 days

Answers

Question	Answer	Reading
`gap_up` gap up candle: Today's whole range is above yesterday's high: an unfilled gap up.	0.0537	false
`gap_down` gap down candle: Today's whole range is below yesterday's low.	0.9259	true
`gap_atr` Gap bigger than half an ATR	0.9463	true
`gap_tom` A gap down tomorrow	0.098	10% · unlikely
`big_move` A big move either way in 5 days	0.355	36% · unlikely

Actions

Rules on the answers decide what to send.

gap_atr >= 0.6→Webhooklmm-quality-queue

else→Slackcapital-markets

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

gap_checkwould send (dry run)Webhook → lmm-quality-queue

{
  "fund": "QQQ",
  "as_of": "2026-10-30",
  "check": "spread_quality",
  "reason": "open_gap_over_half_atr",
  "p_gap": 0.9463,
  "p_gap_down_tomorrow": 0.098
}

no_gaprule false: skipped

What it means

For QQQ on the session of 2026-10-30: True now: gap down candle: Today's whole range is below yesterday's low.; Gap bigger than half an ATR. Not true: gap up candle: Today's whole range is above yesterday's high: an unfilled gap up.. Forecasts: A gap down tomorrow 10%; A big move either way in 5 days 36%. Fired: gap_check (Webhook → lmm-quality-queue).

A gap larger than half an ATR opens a ticket for the market-quality team; otherwise the channel gets a one-line all-clear.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "QQQ"
  },
  "questions": {
    "gap_up": {
      "type": "yes_no",
      "ask": "gap_up()"
    },
    "gap_down": {
      "type": "yes_no",
      "ask": "gap_down()"
    },
    "gap_atr": {
      "type": "yes_no",
      "ask": "abs(O - C[-1]) > 0.5 * ref(atr(14), -1)"
    },
    "gap_tom": {
      "type": "yes_no",
      "instructions": "Will it gap down tomorrow?"
    },
    "big_move": {
      "type": "yes_no",
      "instructions": "Will there be a big move in either direction in the next 5 days?"
    }
  },
  "actions": [
    {
      "id": "gap_check",
      "when": "gap_atr >= 0.6",
      "do": "webhook",
      "connection": "lmm-quality-queue",
      "body": {
        "fund": "{{symbol}}",
        "as_of": "{{as_of}}",
        "check": "spread_quality",
        "reason": "open_gap_over_half_atr",
        "p_gap": "{{gap_atr}}",
        "p_gap_down_tomorrow": "{{gap_tom}}"
      }
    },
    {
      "id": "no_gap",
      "when": "else",
      "do": "slack",
      "connection": "capital-markets",
      "message": "{{symbol}} ({{as_of}}): no large opening gap (rule {{gap_atr|pct}})."
    }
  ],
  "dry_run": true
}

Response JSON (QQQ, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "gap_up": {
      "yes_no": 0.0537,
      "rule": "gap_up()",
      "basis": "rule"
    },
    "gap_down": {
      "yes_no": 0.9259,
      "rule": "gap_down()",
      "basis": "rule"
    },
    "gap_atr": {
      "yes_no": 0.9463,
      "rule": "abs(O - C[-1]) > 0.5 * ref(atr(14), -1)",
      "basis": "rule"
    },
    "gap_tom": {
      "yes_no": 0.098
    },
    "big_move": {
      "yes_no": 0.355
    }
  },
  "context": {
    "symbol": "QQQ",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "gap_check",
      "fired": true,
      "status": "dry_run",
      "do": "webhook",
      "connection": "lmm-quality-queue",
      "preview": {
        "body": {
          "fund": "QQQ",
          "as_of": "2026-10-30",
          "check": "spread_quality",
          "reason": "open_gap_over_half_atr",
          "p_gap": 0.9463,
          "p_gap_down_tomorrow": 0.098
        }
      }
    },
    {
      "id": "no_gap",
      "fired": false,
      "status": "skipped"
    }
  ]
}

abs atr gap_down gap_up offset ref

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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 Institutions: Index provider, Insurance investment office, Pension fund, Endowment, Sovereign wealth fund.

Create an account Open the Playground Everything here also lives in the console, next to your keys and usage.

Individuals

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Corporates

Builders

Institutions

Sector ETF trend board: XLK, XLF, XLE, XLV

State

Questions

Answers

What it means

XLK: is heavy volume a creation/redemption signal?

State

Questions

Answers

Actions

What it means

SPLV: is the low-volatility factor doing its job?

State

Questions

Answers

What it means

MTUM vs QUAL vs VLUE: which factor fund is leading?

State

Questions

Answers

Actions

What it means

SCHD: distribution calendar and yield check

State

Questions

Answers

Actions

What it means

JEPI: a monthly payer holding up under the market?

State

Questions

Answers

What it means

XLK's top holdings: AAPL, MSFT, NVDA earnings and trend

State

Questions

Answers

What it means

XLE: reversal candles at the lows for the energy update?

State

Questions

Answers

What it means

XLU: is the defensive bid real?

State

Questions

Answers

What it means

QQQ gap days: will market makers keep the spread tight?

State

Questions

Answers

Actions

What it means