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 11–20 of 20 · page 2 of 2

ETF issuer · example 11

Dividend ETF lineup: SCHD, VIG, VYM, NOBL trend and yield

Compare the dividend funds on yield, trend and drawdown odds for the income shelf's quarterly fact sheet.

ora-fin-0.1.14 symbols, one request each4 questions

State4 symbols
Questions4 asked
Answersreal, captured
Actionsnone

State

{"symbol":"SCHD"} then VIG, VYM, NOBL, one request each. The server fills in the latest completed session.

Questions

`yield3`	English → rule	Is the dividend yield above 3%?
`trend`	rule	`div_yield_ttm > 2 and C > sma(C, 200)` Yield above 2% and above the 200-day
`sma200_up`	rule	`sma(C, 200) > ref(sma(C, 200), -20)` The 200-day average is rising
`drop5`	forecast	Will it drop at least 5% at some point in the next month? A 5% drawdown within a month

Answers

Symbol	`yield3`rule	`trend`rule	`sma200_up`rule	`drop5`forecast
`SCHD`	0.4287	0.9463	0.9463	0.207
`VIG`	0.0537	0.0537	0.9463	0.114
`VYM`	0.0901	0.9274	0.9463	0.111
`NOBL`	0.0674	0.4771	0.943	0.179

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 dividend yield above 3%: true for none of 4. Yield above 2% and above the 200-day: true for SCHD, VYM of 4. The 200-day average is rising: true for SCHD, VIG, VYM, NOBL of 4. Highest odds for “A 5% drawdown within a month”: SCHD at 21%.

Higher yield with a rising 200-day is the strongest line on the fact sheet; drawdown odds help frame the risk paragraph.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "SCHD"
  },
  "questions": {
    "yield3": {
      "type": "yes_no",
      "instructions": "Is the dividend yield above 3%?"
    },
    "trend": {
      "type": "yes_no",
      "ask": "div_yield_ttm > 2 and C > sma(C, 200)"
    },
    "sma200_up": {
      "type": "yes_no",
      "ask": "sma(C, 200) > ref(sma(C, 200), -20)"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (SCHD, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "yield3": {
      "yes_no": 0.4287,
      "rule": "div_yield_ttm > 3",
      "basis": "pattern"
    },
    "trend": {
      "yes_no": 0.9463,
      "rule": "div_yield_ttm > 2 and C > sma(C, 200)",
      "basis": "rule"
    },
    "sma200_up": {
      "yes_no": 0.9463,
      "rule": "sma(C, 200) > ref(sma(C, 200), -20)",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.207
    }
  },
  "context": {
    "symbol": "SCHD",
    "as_of": "2026-10-30"
  }
}

div_yield_ttm ref sma

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ETF issuer · example 12

Weekly sector rotation digest for the sales team

Every Monday before the open, run the sector funds and post the ones crossing their 50-day average either way.

ora-fin-0.1.14 symbols, one request each4 questions2 actionsworkflow · Mon at 08:30 ET

ScheduleMon at 08:30 ET
State4 symbols
Questions4 asked
Answersreal, captured
Actions2 rules · dry run

State

{"symbol":"XLY"} then XLI, XLB, XLC, one request each. The server fills in the latest completed session.

Questions

`cross_up`	rule	`crossup(C, sma(C, 50))` Crossed above the 50-day today
`cross_dn`	rule	`crossdown(C, sma(C, 50))` Crossed below the 50-day today
`rsi50`	rule	`rsi(C, 14) > 50` RSI above 50
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Symbol	`cross_up`rule	`cross_dn`rule	`rsi50`rule	`up_week`forecast	Fired
`XLY`	0.05	0.05	0.8376	0.479	none
`XLI`	0.05	0.05	0.2592	0.511	none
`XLB`	0.05	0.05	0.9292	0.536	none
`XLC`	0.05	0.05	0.0537	0.582	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.

cross_up >= 0.6→Slacketf-sales

cross_dn >= 0.6→Slacketf-sales

XLY 0 of 2 fired · dry run, nothing sent

XLI 0 of 2 fired · dry run, nothing sent

XLB 0 of 2 fired · dry run, nothing sent

XLC 0 of 2 fired · dry run, nothing sent

What it means

Session of 2026-10-30, 4 symbols: Crossed above the 50-day today: true for none of 4. Crossed below the 50-day today: true for none of 4. RSI above 50: true for XLY, XLB of 4. Highest odds for “Higher in a week”: XLC at 58%. rotating_in fired for none. rotating_out fired for none.

Crosses are rare one-day events, so most Mondays the digest is short; a cross is a prompt for the sales team to call holders.

As a scheduled workflow (Mon at 08:30 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": "Weekly sector rotation digest for the sales team",
  "symbols": "XLY XLI XLB XLC",
  "days": [
    1
  ],
  "at_time": "08:30",
  "model": "ora-fin-0.1.1",
  "questions": {
    "cross_up": {
      "type": "yes_no",
      "ask": "crossup(C, sma(C, 50))"
    },
    "cross_dn": {
      "type": "yes_no",
      "ask": "crossdown(C, sma(C, 50))"
    },
    "rsi50": {
      "type": "yes_no",
      "ask": "rsi(C, 14) > 50"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  },
  "actions": [
    {
      "id": "rotating_in",
      "when": "cross_up >= 0.6",
      "do": "slack",
      "connection": "etf-sales",
      "message": "{{symbol}} ({{as_of}}) crossed above its 50-day. Higher in a week: {{up_week|pct}}."
    },
    {
      "id": "rotating_out",
      "when": "cross_dn >= 0.6",
      "do": "slack",
      "connection": "etf-sales",
      "message": "{{symbol}} ({{as_of}}) crossed below its 50-day. RSI above 50: {{rsi50|pct}}."
    }
  ]
}

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "XLY"
  },
  "questions": {
    "cross_up": {
      "type": "yes_no",
      "ask": "crossup(C, sma(C, 50))"
    },
    "cross_dn": {
      "type": "yes_no",
      "ask": "crossdown(C, sma(C, 50))"
    },
    "rsi50": {
      "type": "yes_no",
      "ask": "rsi(C, 14) > 50"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  },
  "actions": [
    {
      "id": "rotating_in",
      "when": "cross_up >= 0.6",
      "do": "slack",
      "connection": "etf-sales",
      "message": "{{symbol}} ({{as_of}}) crossed above its 50-day. Higher in a week: {{up_week|pct}}."
    },
    {
      "id": "rotating_out",
      "when": "cross_dn >= 0.6",
      "do": "slack",
      "connection": "etf-sales",
      "message": "{{symbol}} ({{as_of}}) crossed below its 50-day. RSI above 50: {{rsi50|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (XLY, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "cross_up": {
      "yes_no": 0.05,
      "rule": "crossup(C, sma(C, 50))",
      "basis": "rule"
    },
    "cross_dn": {
      "yes_no": 0.05,
      "rule": "crossdown(C, sma(C, 50))",
      "basis": "rule"
    },
    "rsi50": {
      "yes_no": 0.8376,
      "rule": "rsi(C, 14) > 50",
      "basis": "rule"
    },
    "up_week": {
      "yes_no": 0.479
    }
  },
  "context": {
    "symbol": "XLY",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "rotating_in",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "rotating_out",
      "fired": false,
      "status": "skipped"
    }
  ]
}

crossdown crossup rsi sma

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ETF issuer · example 13

ARKK: thematic fund stress test

High-beta thematic funds need a closer eye. Check drawdown, volatility and selling pressure on ARKK for the product-risk committee.

ora-fin-0.1.1ARKK5 questions1 action

StateARKK
Questions5 asked
Answersreal, captured
Actions1 rule · dry run

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
`hv40`	rule	`std(log(C / C[-1]), 20) * sqrt(252) > 0.4` Annualized 20-day volatility above 40%
`willr`	rule	`willr(14) < -80` Williams %R below -80 (closing near the bottom of its range)
`crows`	rule	`three_black_crows()` three black crows candle: Three red bars, each closing lower and opening inside the previous body.
`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	0.0988	false
`hv40` Annualized 20-day volatility above 40%	0.7844	true
`willr` Williams %R below -80 (closing near the bottom of its range)	0.5931	on the line (true)
`crows` three black crows candle: Three red bars, each closing lower and opening inside the previous body.	0.0537	false
`drop10` A 10% drawdown within a month	0.61	61% · likely

Actions

Rules on the answers decide what to send.

drawdown >= 0.6 and drop10 >= 0.4→Emailproduct-risk

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

committeerule false: skipped

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; three black crows candle: Three red bars, each closing lower and opening inside the previous body.. On the line: Williams %R below -80 (closing near the bottom of its range). Forecasts: A 10% drawdown within a month 61%. No action fired: every rule was false.

The committee email needs both the drawdown fact and elevated downside odds; one alone is noted in the weekly pack.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "ARKK"
  },
  "questions": {
    "drawdown": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "hv40": {
      "type": "yes_no",
      "ask": "std(log(C / C[-1]), 20) * sqrt(252) > 0.4"
    },
    "willr": {
      "type": "yes_no",
      "ask": "willr(14) < -80"
    },
    "crows": {
      "type": "yes_no",
      "ask": "three_black_crows()"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "committee",
      "when": "drawdown >= 0.6 and drop10 >= 0.4",
      "do": "email",
      "connection": "product-risk",
      "subject": "{{symbol}}: drawdown and downside odds ({{as_of}})",
      "message": "{{symbol}} is more than 20% below its 52-week high and the odds of a further 10% drop within a month are {{drop10|pct}}. 20-day volatility above 40%: {{hv40|pct}}."
    }
  ],
  "dry_run": true
}

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"
    },
    "hv40": {
      "yes_no": 0.7844,
      "rule": "std(log(C / C[-1]), 20) * sqrt(252) > 0.4",
      "basis": "rule"
    },
    "willr": {
      "yes_no": 0.5931,
      "rule": "willr(14) < -80",
      "basis": "rule"
    },
    "crows": {
      "yes_no": 0.0537,
      "rule": "three_black_crows()",
      "basis": "rule"
    },
    "drop10": {
      "yes_no": 0.61
    }
  },
  "context": {
    "symbol": "ARKK",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "committee",
      "fired": false,
      "status": "skipped"
    }
  ]
}

log max offset sqrt std three_black_crows willr

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ETF issuer · example 14

Launch timing: is the semiconductor theme (SMH) extended?

Before seeding a new chip fund, check whether the existing chip ETF is stretched far above its averages.

ora-fin-0.1.1SMH5 questions

StateSMH
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`ext`	rule	`C > sma(C, 200) * 1.10` More than 10% above the 200-day
`stretched`	rule	`C > sma(C, 20) + 2 * atr(14)` Stretched: more than 2 ATR above the 20-day
`zs`	rule	`zscore(C, 50) > 2` Close more than two standard deviations above its 50-day mean
`barsince`	rule	`barssince(C > highest(C, 20)) <= 5` A 20-day closing high within the last five sessions
`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
`ext` More than 10% above the 200-day	0.0985	false
`stretched` Stretched: more than 2 ATR above the 20-day	0.0547	false
`zs` Close more than two standard deviations above its 50-day mean	0.0537	false
`barsince` A 20-day closing high within the last five sessions	0.0915	false
`drop10` A 10% drawdown within a month	0.641	64% · likely

What it means

For SMH on the session of 2026-10-30: Not true: More than 10% above the 200-day; Stretched: more than 2 ATR above the 20-day; Close more than two standard deviations above its 50-day mean; A 20-day closing high within the last five sessions. Forecasts: A 10% drawdown within a month 64%.

A launch into a stretched theme risks a weak first quarter; the team weighs these facts next to the drawdown odds and decides on timing.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "SMH"
  },
  "questions": {
    "ext": {
      "type": "yes_no",
      "ask": "C > sma(C, 200) * 1.10"
    },
    "stretched": {
      "type": "yes_no",
      "ask": "C > sma(C, 20) + 2 * atr(14)"
    },
    "zs": {
      "type": "yes_no",
      "ask": "zscore(C, 50) > 2"
    },
    "barsince": {
      "type": "yes_no",
      "ask": "barssince(C > highest(C, 20)) <= 5"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    }
  }
}

Response JSON (SMH, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "ext": {
      "yes_no": 0.0985,
      "rule": "C > sma(C, 200) * 1.10",
      "basis": "rule"
    },
    "stretched": {
      "yes_no": 0.0547,
      "rule": "C > sma(C, 20) + 2 * atr(14)",
      "basis": "rule"
    },
    "zs": {
      "yes_no": 0.0537,
      "rule": "zscore(C, 50) > 2",
      "basis": "rule"
    },
    "barsince": {
      "yes_no": 0.0915,
      "rule": "barssince(C > highest(C, 20)) <= 5",
      "basis": "rule"
    },
    "drop10": {
      "yes_no": 0.641
    }
  },
  "context": {
    "symbol": "SMH",
    "as_of": "2026-10-30"
  }
}

atr barssince highest sma zscore

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ETF issuer · example 15

Bond ETF shelf: is long duration (TLT) trending?

Duration funds move with rates. Check whether long duration is trending for the fixed-income shelf commentary.

ora-fin-0.1.1TLT5 questions

StateTLT
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`macd`	rule	`macd(C) > macdsignal(C)` MACD above its signal line
`ema`	rule	`C > ema(C, 21)` Above its 21-day exponential average
`obv`	rule	`obv() > sma(obv(), 20)` On-balance volume above its 20-day average
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Question	Answer	Reading
`trend` Above the 50-day average	0.8482	true
`macd` MACD above its signal line	0.9084	true
`ema` Above its 21-day exponential average	0.8834	true
`obv` On-balance volume above its 20-day average	0.8722	true
`up_week` Higher in a week	0.561	56% · close to even

What it means

For TLT on the session of 2026-10-30: True now: Above the 50-day average; MACD above its signal line; Above its 21-day exponential average; On-balance volume above its 20-day average. Forecasts: Higher in a week 56%.

When long duration trends, the commentary leads with falling rates; when it does not, with rate risk.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "TLT"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "macd": {
      "type": "yes_no",
      "ask": "macd(C) > macdsignal(C)"
    },
    "ema": {
      "type": "yes_no",
      "ask": "C > ema(C, 21)"
    },
    "obv": {
      "type": "yes_no",
      "ask": "obv() > sma(obv(), 20)"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  }
}

Response JSON (TLT, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.8482,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "macd": {
      "yes_no": 0.9084,
      "rule": "macd(C) > macdsignal(C)",
      "basis": "rule"
    },
    "ema": {
      "yes_no": 0.8834,
      "rule": "C > ema(C, 21)",
      "basis": "rule"
    },
    "obv": {
      "yes_no": 0.8722,
      "rule": "obv() > sma(obv(), 20)",
      "basis": "rule"
    },
    "up_week": {
      "yes_no": 0.561
    }
  },
  "context": {
    "symbol": "TLT",
    "as_of": "2026-10-30"
  }
}

ema macd macdsignal obv sma

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ETF issuer · example 16

GLD: trend, overbought and indecision candles for the gold fund

Gold funds attract flows on strength. Check trend, overbought RSI and indecision candles before the monthly gold note.

ora-fin-0.1.1GLD5 questions

StateGLD
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend`	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
`rsi70`	rule	`rsi(C, 14) > 70` RSI above 70
`doji`	rule	`doji()` doji candle: Body at most 10% of the day's range.
`spin`	rule	`spinning_top()` spinning top candle: Small body (10–30% of range) with wicks of at least a quarter of the range on both sides.
`vol_rise`	forecast	Will volatility rise over the next 5 days? Volatility rising over 5 days

Answers

Question	Answer	Reading
`trend` Stacked averages: close > 20 EMA > 50 > 200	0.0537	false
`rsi70` RSI above 70	0.0537	false
`doji` doji candle: Body at most 10% of the day's range.	0.0579	false
`spin` spinning top candle: Small body (10–30% of range) with wicks of at least a quarter of the range on both sides.	0.0625	false
`vol_rise` Volatility rising over 5 days	0.568	57% · close to even

What it means

For GLD on the session of 2026-10-30: Not true: Stacked averages: close > 20 EMA > 50 > 200; RSI above 70; doji candle: Body at most 10% of the day's range.; spinning top candle: Small body (10–30% of range) with wicks of at least a quarter of the range on both sides.. Forecasts: Volatility rising over 5 days 57%.

An intact trend with indecision candles after a run is the cautious note; a clean trend without them is the confident one.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "GLD"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)"
    },
    "rsi70": {
      "type": "yes_no",
      "ask": "rsi(C, 14) > 70"
    },
    "doji": {
      "type": "yes_no",
      "ask": "doji()"
    },
    "spin": {
      "type": "yes_no",
      "ask": "spinning_top()"
    },
    "vol_rise": {
      "type": "yes_no",
      "instructions": "Will volatility rise over the next 5 days?"
    }
  }
}

Response JSON (GLD, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "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"
    },
    "rsi70": {
      "yes_no": 0.0537,
      "rule": "rsi(C, 14) > 70",
      "basis": "rule"
    },
    "doji": {
      "yes_no": 0.0579,
      "rule": "doji()",
      "basis": "rule"
    },
    "spin": {
      "yes_no": 0.0625,
      "rule": "spinning_top()",
      "basis": "rule"
    },
    "vol_rise": {
      "yes_no": 0.568
    }
  },
  "context": {
    "symbol": "GLD",
    "as_of": "2026-10-30"
  }
}

doji ema rsi sma spinning_top

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ETF issuer · example 17

Corporate actions in holdings: is an NVDA split recent or announced?

Splits change share counts in the basket. Flag a recent or announced split in the fund's largest holding for portfolio operations.

ora-fin-0.1.1NVDA4 questions2 actions

StateNVDA
Questions4 asked
Answersreal, captured
Actions2 rules · dry run

State

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

Questions

`split_3y`	rule	`days_since_split <= 1095` Split in the last three years
`announced`	rule	`days_to_split <= 365` A split is announced
`reverse`	rule	`reverse_split_last > 0.5` Last split was a reverse split
`ratio`	rule	`last_split_ratio >= 4` Last split at least 4-for-1

Answers

Question	Answer	Reading
`split_3y` Split in the last three years	0.9463	true
`announced` A split is announced	0.0537	false
`reverse` Last split was a reverse split	0.1409	false
`ratio` Last split at least 4-for-1	0.9463	true

Actions

Rules on the answers decide what to send.

announced >= 0.6→Webhookfund-ops

else→Slackfund-ops

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

split_ticketrule false: skipped

no_splitwould send (dry run)Slack → fund-ops

{
  "text": "NVDA (2026-10-30): no split announced (rule 5%); last split within three years 95%."
}

What it means

For NVDA on the session of 2026-10-30: True now: Split in the last three years; Last split at least 4-for-1. Not true: A split is announced; Last split was a reverse split. Fired: no_split (Slack → fund-ops).

An announced split opens an operations ticket; with none announced, the history answers are just context.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "NVDA"
  },
  "questions": {
    "split_3y": {
      "type": "yes_no",
      "ask": "days_since_split <= 1095"
    },
    "announced": {
      "type": "yes_no",
      "ask": "days_to_split <= 365"
    },
    "reverse": {
      "type": "yes_no",
      "ask": "reverse_split_last > 0.5"
    },
    "ratio": {
      "type": "yes_no",
      "ask": "last_split_ratio >= 4"
    }
  },
  "actions": [
    {
      "id": "split_ticket",
      "when": "announced >= 0.6",
      "do": "webhook",
      "connection": "fund-ops",
      "body": {
        "holding": "{{symbol}}",
        "event": "split_announced",
        "as_of": "{{as_of}}",
        "p_announced": "{{announced}}",
        "task": "update_basket_share_counts"
      }
    },
    {
      "id": "no_split",
      "when": "else",
      "do": "slack",
      "connection": "fund-ops",
      "message": "{{symbol}} ({{as_of}}): no split announced (rule {{announced|pct}}); last split within three years {{split_3y|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (NVDA, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "split_3y": {
      "yes_no": 0.9463,
      "rule": "days_since_split <= 1095",
      "basis": "rule"
    },
    "announced": {
      "yes_no": 0.0537,
      "rule": "days_to_split <= 365",
      "basis": "rule"
    },
    "reverse": {
      "yes_no": 0.1409,
      "rule": "reverse_split_last > 0.5",
      "basis": "rule"
    },
    "ratio": {
      "yes_no": 0.9463,
      "rule": "last_split_ratio >= 4",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "NVDA",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "split_ticket",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "no_split",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "fund-ops",
      "preview": {
        "text": "NVDA (2026-10-30): no split announced (rule 5%); last split within three years 95%."
      }
    }
  ]
}

days_since_split days_to_split last_split_ratio reverse_split_last

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ETF issuer · example 18

EEM: is the emerging-markets fund in or out of favor?

Answer the distribution team's weekly question about the emerging-markets fund with trend, reversal patterns and the forecast.

ora-fin-0.1.1EEM5 questions

StateEEM
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend`	English → rule	Is the stock above its 200-day moving average?
`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.
`engulf_bear`	rule	`engulfing_bear()` engulfing bear candle: A red body that engulfs yesterday's green body.
`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

Question	Answer	Reading
`trend` Is the stock above its 200-day moving average compiled to `C > sma(C, 200)`	0.1449	false
`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.	0.0674	false
`engulf_bear` engulfing bear candle: A red body that engulfs yesterday's green body.	0.0701	false
`adx` Trending (ADX above 25)	0.8639	true
`beat_spy` Beating SPY over a month	0.501	50% · close to even

What it means

For EEM on the session of 2026-10-30: True now: Trending (ADX above 25). Not true: Is the stock above its 200-day moving average; 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.; engulfing bear candle: A red body that engulfs yesterday's green body.. Forecasts: Beating SPY over a month 50%.

Trend above the 200-day with no bearish engulfing keeps the fund in the 'in favor' column; a bearish candle moves it to 'watch'.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "EEM"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "morning": {
      "type": "yes_no",
      "ask": "morning_star()"
    },
    "engulf_bear": {
      "type": "yes_no",
      "ask": "engulfing_bear()"
    },
    "adx": {
      "type": "yes_no",
      "ask": "adx(14) > 25"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  }
}

Response JSON (EEM, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.1449,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "morning": {
      "yes_no": 0.0674,
      "rule": "morning_star()",
      "basis": "rule"
    },
    "engulf_bear": {
      "yes_no": 0.0701,
      "rule": "engulfing_bear()",
      "basis": "rule"
    },
    "adx": {
      "yes_no": 0.8639,
      "rule": "adx(14) > 25",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.501
    }
  },
  "context": {
    "symbol": "EEM",
    "as_of": "2026-10-30"
  }
}

adx engulfing_bear morning_star sma

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ETF issuer · example 19

VNQ: REIT fund income and trend for advisors

Advisors hold VNQ for income. Check the payout, yield and price trend, and whether a top in the price is forming.

ora-fin-0.1.1VNQ5 questions

StateVNQ
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`yield3`	English → rule	Is the dividend yield above 3%?
`raised`	rule	`raised_last > 0.5` Raised its last dividend
`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`dark`	rule	`dark_cloud()` dark cloud candle: After a green day, opens above its close and closes below the middle of its body (but above its open).
`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
`yield3` Is the dividend yield above 3% compiled to `div_yield_ttm > 3`	0.8893	true
`raised` Raised its last dividend	0.1409	false
`trend` Above the 50-day average	0.7433	true
`dark` dark cloud candle: After a green day, opens above its close and closes below the middle of its body (but above its open).	0.1885	false
`drop5` A 5% drawdown within a month	0.218	22% · unlikely

What it means

For VNQ on the session of 2026-10-30: True now: Is the dividend yield above 3%; Above the 50-day average. Not true: Raised its last dividend; dark cloud candle: After a green day, opens above its close and closes below the middle of its body (but above its open).. Forecasts: A 5% drawdown within a month 22%.

Yield and payout facts are the income story; a dark cloud cover after a rise is the price caution advisors may hear about.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "VNQ"
  },
  "questions": {
    "yield3": {
      "type": "yes_no",
      "instructions": "Is the dividend yield above 3%?"
    },
    "raised": {
      "type": "yes_no",
      "ask": "raised_last > 0.5"
    },
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "dark": {
      "type": "yes_no",
      "ask": "dark_cloud()"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (VNQ, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "yield3": {
      "yes_no": 0.8893,
      "rule": "div_yield_ttm > 3",
      "basis": "pattern"
    },
    "raised": {
      "yes_no": 0.1409,
      "rule": "raised_last > 0.5",
      "basis": "rule"
    },
    "trend": {
      "yes_no": 0.7433,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "dark": {
      "yes_no": 0.1885,
      "rule": "dark_cloud()",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.218
    }
  },
  "context": {
    "symbol": "VNQ",
    "as_of": "2026-10-30"
  }
}

dark_cloud div_yield_ttm raised_last sma

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ETF issuer · example 20

Daily fund health digest after the close: SPY, QQQ, IWM, DIA

After every close, each flagship fund gets the same health checks, and the product team gets a webhook row per fund for its dashboard.

ora-fin-0.1.14 symbols, one request each4 questions1 actionworkflow · Mon–Fri at 16:45 ET

ScheduleMon–Fri at 16:45 ET
State4 symbols
Questions4 asked
Answersreal, captured
Actions1 rule · dry run

State

{"symbol":"SPY"} then QQQ, IWM, DIA, one request each. The server fills in the latest completed session.

Questions

`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`squeeze`	rule	`(bbupper(C, 20, 2) - bblower(C, 20, 2)) / bbmid(C, 20) < 0.06` Bollinger bands narrower than 6% of price
`atr`	rule	`atr(14) > 1.2 * ref(atr(14), -10)` ATR up more than 20% over two weeks
`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	`squeeze`rule	`atr`rule	`drop5`forecast	Fired
`SPY`	0.1128	0.899	0.2117	0.203	`dashboard_row`
`QQQ`	0.0653	0.0789	0.5608	0.443	`dashboard_row`
`IWM`	0.2176	0.8386	0.0687	0.234	`dashboard_row`
`DIA`	0.2849	0.9092	0.0749	0.157	`dashboard_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→Webhookproduct-dashboard

SPY 1 of 1 fired · dry run, nothing sent

dashboard_rowwould send (dry run)Webhook → product-dashboard

{
  "fund": "SPY",
  "as_of": "2026-10-30",
  "above_50d": 0.1128,
  "squeeze": 0.899,
  "atr_expanding": 0.2117,
  "p_drop5": 0.203
}

QQQ 1 of 1 fired · dry run, nothing sent

dashboard_rowwould send (dry run)Webhook → product-dashboard

{
  "fund": "QQQ",
  "as_of": "2026-10-30",
  "above_50d": 0.0653,
  "squeeze": 0.0789,
  "atr_expanding": 0.5608,
  "p_drop5": 0.443
}

IWM 1 of 1 fired · dry run, nothing sent

dashboard_rowwould send (dry run)Webhook → product-dashboard

{
  "fund": "IWM",
  "as_of": "2026-10-30",
  "above_50d": 0.2176,
  "squeeze": 0.8386,
  "atr_expanding": 0.0687,
  "p_drop5": 0.234
}

DIA 1 of 1 fired · dry run, nothing sent

dashboard_rowwould send (dry run)Webhook → product-dashboard

{
  "fund": "DIA",
  "as_of": "2026-10-30",
  "above_50d": 0.2849,
  "squeeze": 0.9092,
  "atr_expanding": 0.0749,
  "p_drop5": 0.157
}

What it means

Session of 2026-10-30, 4 symbols: Above the 50-day average: true for none of 4. Bollinger bands narrower than 6% of price: true for SPY, IWM, DIA of 4. ATR up more than 20% over two weeks: true for none of 4. Highest odds for “A 5% drawdown within a month”: QQQ at 44%. dashboard_row fired for SPY, QQQ, IWM, DIA.

Every fund posts a row every day, so the dashboard always has the latest answers; the team reads it, nothing trades on it.

As a scheduled workflow (Mon–Fri at 16:45 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": "Daily fund health digest after the close: SPY, QQQ, IWM, DIA",
  "symbols": "SPY QQQ IWM DIA",
  "days": [
    1,
    2,
    3,
    4,
    5
  ],
  "at_time": "16:45",
  "model": "ora-fin-0.1.1",
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "squeeze": {
      "type": "yes_no",
      "ask": "(bbupper(C, 20, 2) - bblower(C, 20, 2)) / bbmid(C, 20) < 0.06"
    },
    "atr": {
      "type": "yes_no",
      "ask": "atr(14) > 1.2 * ref(atr(14), -10)"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "dashboard_row",
      "when": "trend >= 0",
      "do": "webhook",
      "connection": "product-dashboard",
      "body": {
        "fund": "{{symbol}}",
        "as_of": "{{as_of}}",
        "above_50d": "{{trend}}",
        "squeeze": "{{squeeze}}",
        "atr_expanding": "{{atr}}",
        "p_drop5": "{{drop5}}"
      }
    }
  ]
}

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "SPY"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "squeeze": {
      "type": "yes_no",
      "ask": "(bbupper(C, 20, 2) - bblower(C, 20, 2)) / bbmid(C, 20) < 0.06"
    },
    "atr": {
      "type": "yes_no",
      "ask": "atr(14) > 1.2 * ref(atr(14), -10)"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "dashboard_row",
      "when": "trend >= 0",
      "do": "webhook",
      "connection": "product-dashboard",
      "body": {
        "fund": "{{symbol}}",
        "as_of": "{{as_of}}",
        "above_50d": "{{trend}}",
        "squeeze": "{{squeeze}}",
        "atr_expanding": "{{atr}}",
        "p_drop5": "{{drop5}}"
      }
    }
  ],
  "dry_run": true
}

Response JSON (SPY, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.1128,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "squeeze": {
      "yes_no": 0.899,
      "rule": "(bbupper(C, 20, 2) - bblower(C, 20, 2)) / bbmid(C, 20) < 0.06",
      "basis": "rule"
    },
    "atr": {
      "yes_no": 0.2117,
      "rule": "atr(14) > 1.2 * ref(atr(14), -10)",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.203
    }
  },
  "context": {
    "symbol": "SPY",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "dashboard_row",
      "fired": true,
      "status": "dry_run",
      "do": "webhook",
      "connection": "product-dashboard",
      "preview": {
        "body": {
          "fund": "SPY",
          "as_of": "2026-10-30",
          "above_50d": 0.1128,
          "squeeze": 0.899,
          "atr_expanding": 0.2117,
          "p_drop5": 0.203
        }
      }
    }
  ]
}

atr bblower bbmid bbupper ref 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 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

Dividend ETF lineup: SCHD, VIG, VYM, NOBL trend and yield

State

Questions

Answers

What it means

Weekly sector rotation digest for the sales team

State

Questions

Answers

Actions

What it means

ARKK: thematic fund stress test

State

Questions

Answers

Actions

What it means

Launch timing: is the semiconductor theme (SMH) extended?

State

Questions

Answers

What it means

Bond ETF shelf: is long duration (TLT) trending?

State

Questions

Answers

What it means

GLD: trend, overbought and indecision candles for the gold fund

State

Questions

Answers

What it means

Corporate actions in holdings: is an NVDA split recent or announced?

State

Questions

Answers

Actions

What it means

EEM: is the emerging-markets fund in or out of favor?

State

Questions

Answers

What it means

VNQ: REIT fund income and trend for advisors

State

Questions

Answers

What it means

Daily fund health digest after the close: SPY, QQQ, IWM, DIA

State

Questions

Answers

Actions

What it means