Model

Family office: 20 ways to use Ora

A concentrated, multi-asset book with a small team: watch everything, act on exceptions. Each example is a complete, runnable request with the real answers it returned (48 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 (50)

sma 13 offset 5 max 5 atr 5 log 4 sqrt 4 std 4 roc 4 beat_eps_last 3 lowest 3 avg 3 highest 3 beat_revenue_last 2 doji 2 min 2 rsi 2 outside_bar 2 swinghigh 2 swinglow 2 ref 2 raised_last 1 years_of_growth 1 adx 1 diminus 1 diplus 1 macd 1 macdsignal 1 revenue_growth_yoy 1 mean 1 median 1 crossup 1 eps_growth_yoy 1 last_earnings_gap 1 pre_earnings_close 1 gravestone_doji 1 inside_bar 1 marubozu 1 spinning_top 1 ema 1 bblower 1 bbmid 1 bbupper 1 cut_last 1 days_to_ex_div 1 div_ttm 1 div_yield_ttm 1 pays_dividend 1 atr_pct 1 cci 1 abs 1

Examples 1–10 of 20 · page 1 of 2

Family office · example 1

Monitoring a legacy JNJ stake for the family

The family holds a large, low-basis JNJ position; watch trend, dividend and earnings so the principals hear about changes first.

ora-fin-0.1.1JNJ5 questions1 action

StateJNJ
Questions5 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`trend`	English → rule	Is the stock above its 200-day moving average?
`grow`	rule	`years_of_growth >= 10` Ten years of dividend growth
`raised`	rule	`raised_last > 0.5` Raised its last dividend
`beat`	English → rule	Did the stock beat EPS estimates last quarter?
`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
`trend` Is the stock above its 200-day moving average compiled to `C > sma(C, 200)`	0.9454	true
`grow` Ten years of dividend growth	0.9463	true
`raised` Raised its last dividend	0.1409	false
`beat` Did the stock beat EPS estimates last quarter compiled to `beat_eps_last > 0.5`	0.8591	true
`drop10` A 10% drawdown within a month	0.461	46% · close to even

Actions

Rules on the answers decide what to send.

trend < 0.4 or raised < 0.4→Emailprincipals

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

principal_notewould send (dry run)Email → principals

{
  "subject": "Legacy stake update: JNJ",
  "text": "JNJ (2026-10-30): above the 200-day 95%, raised last dividend 14%, beat last quarter 86%. 10% drawdown odds 46%."
}

What it means

For JNJ on the session of 2026-10-30: True now: Is the stock above its 200-day moving average; Ten years of dividend growth; Did the stock beat EPS estimates last quarter. Not true: Raised its last dividend. Forecasts: A 10% drawdown within a month 46%. Fired: principal_note (Email → principals).

The principals get a note only when the trend or the dividend raise breaks; a low-basis stake is not traded on noise.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "JNJ"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "grow": {
      "type": "yes_no",
      "ask": "years_of_growth >= 10"
    },
    "raised": {
      "type": "yes_no",
      "ask": "raised_last > 0.5"
    },
    "beat": {
      "type": "yes_no",
      "instructions": "Did the stock beat EPS estimates last quarter?"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "principal_note",
      "when": "trend < 0.4 or raised < 0.4",
      "do": "email",
      "connection": "principals",
      "subject": "Legacy stake update: {{symbol}}",
      "message": "{{symbol}} ({{as_of}}): above the 200-day {{trend|pct}}, raised last dividend {{raised|pct}}, beat last quarter {{beat|pct}}. 10% drawdown odds {{drop10|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (JNJ, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.9454,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "grow": {
      "yes_no": 0.9463,
      "rule": "years_of_growth >= 10",
      "basis": "rule"
    },
    "raised": {
      "yes_no": 0.1409,
      "rule": "raised_last > 0.5",
      "basis": "rule"
    },
    "beat": {
      "yes_no": 0.8591,
      "rule": "beat_eps_last > 0.5",
      "basis": "pattern"
    },
    "drop10": {
      "yes_no": 0.461
    }
  },
  "context": {
    "symbol": "JNJ",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "principal_note",
      "fired": true,
      "status": "dry_run",
      "do": "email",
      "connection": "principals",
      "preview": {
        "subject": "Legacy stake update: JNJ",
        "text": "JNJ (2026-10-30): above the 200-day 95%, raised last dividend 14%, beat last quarter 86%. 10% drawdown odds 46%."
      }
    }
  ]
}

beat_eps_last raised_last sma years_of_growth

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Family office · example 2

One morning read across the family's whole book

Before the open each weekday, run the same three checks on every liquid holding and post exceptions to the team channel.

ora-fin-0.1.16 symbols, one request each3 questions1 actionworkflow · Mon–Fri at 08:45 ET

ScheduleMon–Fri at 08:45 ET
State6 symbols
Questions3 asked
Answersreal, captured
Actions1 rule · dry run

State

{"symbol":"SPY"} then TLT, GLD, VNQ, EEM, IBIT, one request each. The server fills in the latest completed session.

Questions

`trend`	English → rule	Is the stock above its 200-day moving average?
`breakdown`	rule	`C < lowest(L, 20)` Closed under the 20-day low
`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	`breakdown`rule	`drop5`forecast	Fired
`SPY`	0.9451	0.6271	0.203	`exception`
`TLT`	0.1127	0.0537	0.164	none
`GLD`	0.0537	0.7286	0.435	`exception`
`VNQ`	0.6285	0.0537	0.218	none
`EEM`	0.1449	0.5678	0.422	none
`IBIT`	0.7234	0.7342	0.566	`exception`

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.

breakdown >= 0.6 or drop5 >= 0.55→Slackfo-investments

SPY 1 of 1 fired · dry run, nothing sent

exceptionwould send (dry run)Slack → fo-investments

{
  "text": "SPY (2026-10-30): exception. 20-day breakdown 63%, 5% drawdown odds 20%, above 200-day 95%."
}

TLT 0 of 1 fired · dry run, nothing sent

GLD 1 of 1 fired · dry run, nothing sent

exceptionwould send (dry run)Slack → fo-investments

{
  "text": "GLD (2026-10-30): exception. 20-day breakdown 73%, 5% drawdown odds 44%, above 200-day 5%."
}

VNQ 0 of 1 fired · dry run, nothing sent

EEM 0 of 1 fired · dry run, nothing sent

IBIT 1 of 1 fired · dry run, nothing sent

exceptionwould send (dry run)Slack → fo-investments

{
  "text": "IBIT (2026-10-30): exception. 20-day breakdown 73%, 5% drawdown odds 57%, above 200-day 72%."
}

What it means

Session of 2026-10-30, 6 symbols: Is the stock above its 200-day moving average: true for SPY, VNQ, IBIT of 6. Closed under the 20-day low: true for SPY, GLD, IBIT of 6. Highest odds for “A 5% drawdown within a month”: IBIT at 57%. exception fired for SPY, GLD, IBIT.

A small team cannot watch six asset classes all day; the workflow posts only the exceptions, so a quiet channel means nothing broke.

As a scheduled workflow (Mon–Fri at 08:45 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": "One morning read across the family's whole book",
  "symbols": "SPY TLT GLD VNQ EEM IBIT",
  "days": [
    1,
    2,
    3,
    4,
    5
  ],
  "at_time": "08:45",
  "model": "ora-fin-0.1.1",
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "breakdown": {
      "type": "yes_no",
      "ask": "C < lowest(L, 20)"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "exception",
      "when": "breakdown >= 0.6 or drop5 >= 0.55",
      "do": "slack",
      "connection": "fo-investments",
      "message": "{{symbol}} ({{as_of}}): exception. 20-day breakdown {{breakdown|pct}}, 5% drawdown odds {{drop5|pct}}, above 200-day {{trend|pct}}."
    }
  ]
}

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "SPY"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "breakdown": {
      "type": "yes_no",
      "ask": "C < lowest(L, 20)"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "exception",
      "when": "breakdown >= 0.6 or drop5 >= 0.55",
      "do": "slack",
      "connection": "fo-investments",
      "message": "{{symbol}} ({{as_of}}): exception. 20-day breakdown {{breakdown|pct}}, 5% drawdown odds {{drop5|pct}}, above 200-day {{trend|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (SPY, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.9451,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "breakdown": {
      "yes_no": 0.6271,
      "rule": "C < lowest(L, 20)",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.203
    }
  },
  "context": {
    "symbol": "SPY",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "exception",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "fo-investments",
      "preview": {
        "text": "SPY (2026-10-30): exception. 20-day breakdown 63%, 5% drawdown odds 20%, above 200-day 95%."
      }
    }
  ]
}

lowest sma

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Family office · example 3

Bitcoin allocation through IBIT: volatility and trend

The family keeps a small bitcoin sleeve via the spot ETF; check trend and volatility before topping it up.

ora-fin-0.1.1IBIT6 questions

StateIBIT
Questions6 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend`	English → rule	Is the stock above its 50-day moving average?
`hv`	rule	`std(log(C / C[-1]), 20) * sqrt(252) > 0.4` Annualized 20-day volatility above 40%
`adx`	rule	`adx(14) > 20 and diplus(14) > diminus(14)` Trending up (ADX over 20 and +DI over −DI)
`macd`	English → rule	Is the MACD line above its signal line?
`rally10`	forecast	Will it rally at least 10% at some point in the next month? A 10% rally within a month
`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
`trend` Is the stock above its 50-day moving average compiled to `C > sma(C, 50)`	0.1649	false
`hv` Annualized 20-day volatility above 40%	0.1239	false
`adx` Trending up (ADX over 20 and +DI over −DI)	0.1265	false
`macd` Is the MACD line above its signal line compiled to `macd(C) > macdsignal(C)`	0.1377	false
`rally10` A 10% rally within a month	0.64	64% · likely
`drop10` A 10% drawdown within a month	0.566	57% · close to even

What it means

For IBIT on the session of 2026-10-30: Not true: Is the stock above its 50-day moving average; Annualized 20-day volatility above 40%; Trending up (ADX over 20 and +DI over −DI); Is the MACD line above its signal line. Forecasts: A 10% rally within a month 64%; A 10% drawdown within a month 57%.

Bitcoin's volatility makes both ten-percent forecasts meaningful; the trend rules decide whether a top-up chases a falling sleeve.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "IBIT"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 50-day moving average?"
    },
    "hv": {
      "type": "yes_no",
      "ask": "std(log(C / C[-1]), 20) * sqrt(252) > 0.4"
    },
    "adx": {
      "type": "yes_no",
      "ask": "adx(14) > 20 and diplus(14) > diminus(14)"
    },
    "macd": {
      "type": "yes_no",
      "instructions": "Is the MACD line above its signal line?"
    },
    "rally10": {
      "type": "yes_no",
      "instructions": "Will it rally at least 10% at some point in the next month?"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    }
  }
}

Response JSON (IBIT, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.1649,
      "rule": "C > sma(C, 50)",
      "basis": "comparison"
    },
    "hv": {
      "yes_no": 0.1239,
      "rule": "std(log(C / C[-1]), 20) * sqrt(252) > 0.4",
      "basis": "rule"
    },
    "adx": {
      "yes_no": 0.1265,
      "rule": "adx(14) > 20 and diplus(14) > diminus(14)",
      "basis": "rule"
    },
    "macd": {
      "yes_no": 0.1377,
      "rule": "macd(C) > macdsignal(C)",
      "basis": "comparison"
    },
    "rally10": {
      "yes_no": 0.64
    },
    "drop10": {
      "yes_no": 0.566
    }
  },
  "context": {
    "symbol": "IBIT",
    "as_of": "2026-10-30"
  }
}

adx diminus diplus log macd macdsignal offset sma sqrt std

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Family office · example 4

Public comps for a private software stake: CRM, ADBE, NOW, INTU

Mark a direct private software investment against public peers: are they trending and beating estimates?

ora-fin-0.1.14 symbols, one request each5 questions

State4 symbols
Questions5 asked
Answersreal, captured
Actionsnone

State

{"symbol":"CRM"} then ADBE, NOW, INTU, one request each. The server fills in the latest completed session.

Questions

`trend`	English → rule	Is the stock above its 200-day moving average?
`beat`	rule	`beat_eps_last > 0.5 and beat_revenue_last > 0.5` Beat on EPS and revenue last quarter
`rev_g`	English → rule	Did revenue grow more than 5% year over year?
`drawdown`	rule	`C < 0.8 * max(H, 252)` More than 20% off the 52-week high
`beat_spy`	forecast	Will it beat SPY over the next month? Beating SPY over a month

Answers

Symbol	`trend`rule	`beat`rule	`rev_g`rule	`drawdown`rule	`beat_spy`forecast
`CRM`	0.9107	0.8591	0.9463	0.1862	0.551
`ADBE`	0.4894	0.8591	0.9463	0.9445	0.519
`NOW`	0.1728	0.1409	0.9463	0.9463	0.355
`INTU`	0.2453	0.8591	0.9463	0.9463	0.508

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 stock above its 200-day moving average: true for CRM of 4. Beat on EPS and revenue last quarter: true for CRM, ADBE, INTU of 4. Did revenue grow more than 5% year over year: true for CRM, ADBE, NOW, INTU of 4. More than 20% off the 52-week high: true for ADBE, NOW, INTU of 4. Highest odds for “Beating SPY over a month”: CRM at 55%.

If public peers are in drawdowns and missing, the private mark deserves a closer look; healthy comps support the current valuation.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "CRM"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "beat": {
      "type": "yes_no",
      "ask": "beat_eps_last > 0.5 and beat_revenue_last > 0.5"
    },
    "rev_g": {
      "type": "yes_no",
      "instructions": "Did revenue grow more than 5% year over year?"
    },
    "drawdown": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  }
}

Response JSON (CRM, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.9107,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "beat": {
      "yes_no": 0.8591,
      "rule": "beat_eps_last > 0.5 and beat_revenue_last > 0.5",
      "basis": "rule"
    },
    "rev_g": {
      "yes_no": 0.9463,
      "rule": "revenue_growth_yoy > 5",
      "basis": "pattern"
    },
    "drawdown": {
      "yes_no": 0.1862,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.551
    }
  },
  "context": {
    "symbol": "CRM",
    "as_of": "2026-10-30"
  }
}

beat_eps_last beat_revenue_last max revenue_growth_yoy sma

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Family office · example 5

Gift appreciated NVDA shares to the foundation now?

Donating appreciated shares near a high maximizes the gift; check whether the stock sits near its high and is stretched.

ora-fin-0.1.1NVDA5 questions1 action

StateNVDA
Questions5 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`near_high`	rule	`C >= 0.98 * max(H, 252)` Within 2% of the 52-week high
`range_top`	English → rule	Is the stock in the top 10% of its 20-day range?
`stretched`	rule	`C > sma(C, 20) + 2 * atr(14)` Stretched: more than 2 ATR above the 20-day
`doji_run`	rule	`doji() and roc(C, 20) > 10` Doji after a 10% 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
`near_high` Within 2% of the 52-week high	0.0537	false
`range_top` Is the stock in the top 10% of its 20-day range compiled to `(C - min(L, 20)) / (max(H, 20) - min(L, 20)) >= 0.9`	0.0553	false
`stretched` Stretched: more than 2 ATR above the 20-day	0.0537	false
`doji_run` Doji after a 10% month	0.0537	false
`drop5` A 5% drawdown within a month	0.523	52% · close to even

Actions

Rules on the answers decide what to send.

near_high >= 0.6→Emailfoundation-counsel

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

gift_windowrule false: skipped

What it means

For NVDA on the session of 2026-10-30: Not true: Within 2% of the 52-week high; Is the stock in the top 10% of its 20-day range; Stretched: more than 2 ATR above the 20-day; Doji after a 10% month. Forecasts: A 5% drawdown within a month 52%. No action fired: every rule was false.

Counsel is told when the shares are near their high; the gift decision itself stays with the family and its advisers.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "NVDA"
  },
  "questions": {
    "near_high": {
      "type": "yes_no",
      "ask": "C >= 0.98 * max(H, 252)"
    },
    "range_top": {
      "type": "yes_no",
      "instructions": "Is the stock in the top 10% of its 20-day range?"
    },
    "stretched": {
      "type": "yes_no",
      "ask": "C > sma(C, 20) + 2 * atr(14)"
    },
    "doji_run": {
      "type": "yes_no",
      "ask": "doji() and roc(C, 20) > 10"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "gift_window",
      "when": "near_high >= 0.6",
      "do": "email",
      "connection": "foundation-counsel",
      "subject": "Gift window: {{symbol}} near its high",
      "message": "{{symbol}} ({{as_of}}) is within 2% of its 52-week high ({{near_high|pct}}). Stretched {{stretched|pct}}. Consider transferring the planned gift lot this week."
    }
  ],
  "dry_run": true
}

Response JSON (NVDA, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "near_high": {
      "yes_no": 0.0537,
      "rule": "C >= 0.98 * max(H, 252)",
      "basis": "rule"
    },
    "range_top": {
      "yes_no": 0.0553,
      "rule": "(C - min(L, 20)) / (max(H, 20) - min(L, 20)) >= 0.9",
      "basis": "pattern"
    },
    "stretched": {
      "yes_no": 0.0537,
      "rule": "C > sma(C, 20) + 2 * atr(14)",
      "basis": "rule"
    },
    "doji_run": {
      "yes_no": 0.0537,
      "rule": "doji() and roc(C, 20) > 10",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.523
    }
  },
  "context": {
    "symbol": "NVDA",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "gift_window",
      "fired": false,
      "status": "skipped"
    }
  ]
}

atr doji max min roc sma

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Family office · example 6

Real assets sleeve: gold, silver and oil ETFs

Check the trend and momentum of the real-asset hedges the family holds against inflation.

ora-fin-0.1.13 symbols, one request each5 questions

State3 symbols
Questions5 asked
Answersreal, captured
Actionsnone

State

{"symbol":"GLD"} then SLV, USO, one request each. 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
`roc`	rule	`roc(C, 20) > 5` Up more than 5% in 20 sessions
`mean`	rule	`C > mean(C, 100)` Above the 100-day mean
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Symbol	`trend`rule	`golden`rule	`roc`rule	`mean`rule	`up_week`forecast
`GLD`	0.0537	0.0537	0.0839	0.0562	0.566
`SLV`	0.0537	0.0537	0.0656	0.0537	0.484
`USO`	0.9463	0.9463	0.8727	0.9462	0.568

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: Is the stock above its 200-day moving average: true for USO of 3. 50-day above the 200-day: true for USO of 3. Up more than 5% in 20 sessions: true for USO of 3. Above the 100-day mean: true for USO of 3. Highest odds for “Higher in a week”: USO at 57%.

Hedges that trend with the inflation story keep their weight; a sleeve below every average is the one to review.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "GLD"
  },
  "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)"
    },
    "roc": {
      "type": "yes_no",
      "ask": "roc(C, 20) > 5"
    },
    "mean": {
      "type": "yes_no",
      "ask": "C > mean(C, 100)"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  }
}

Response JSON (GLD, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.0537,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "golden": {
      "yes_no": 0.0537,
      "rule": "sma(C, 50) > sma(C, 200)",
      "basis": "rule"
    },
    "roc": {
      "yes_no": 0.0839,
      "rule": "roc(C, 20) > 5",
      "basis": "rule"
    },
    "mean": {
      "yes_no": 0.0562,
      "rule": "C > mean(C, 100)",
      "basis": "rule"
    },
    "up_week": {
      "yes_no": 0.566
    }
  },
  "context": {
    "symbol": "GLD",
    "as_of": "2026-10-30"
  }
}

mean roc sma

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Family office · example 7

Can we sell a large XOM block without moving the price?

Before a large sale for an estate payment, check daily dollar volume and volatility to plan how many days to spread it over.

ora-fin-0.1.1XOM5 questions2 actions

StateXOM
Questions5 asked
Answersreal, captured
Actions2 rules · dry run

State

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

Questions

`liquid`	rule	`avg(C * V, 20) > 100000000` Trades more than $100 million a day
`vol_dry`	rule	`V < 0.6 * avg(V, 20)` Volume under 60% of normal
`atr`	English → rule	Is the 14-day ATR less than 2% of the price?
`median_vol`	rule	`V > median(V, 20)` Today's volume above its 20-day median
`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
`liquid` Trades more than $100 million a day	0.9463	true
`vol_dry` Volume under 60% of normal	0.0537	false
`atr` Is the 14-day ATR less than 2% of the price compiled to `atr(14) / C < 0.02`	0.1526	false
`median_vol` Today's volume above its 20-day median	0.9417	true
`big_move` A big move either way in 5 days	0.394	39% · unlikely

Actions

Rules on the answers decide what to send.

liquid >= 0.6→Webhookbroker-oms

else→Emailme

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

work_orderwould send (dry run)Webhook → broker-oms

{
  "side": "sell",
  "symbol": "XOM",
  "algo": "vwap",
  "days": 3,
  "max_pct_volume": 0.1,
  "p_liquid": 0.9463,
  "p_dry_volume": 0.0537,
  "as_of": "2026-10-30"
}

slow_downrule false: skipped

What it means

For XOM on the session of 2026-10-30: True now: Trades more than $100 million a day; Today's volume above its 20-day median. Not true: Volume under 60% of normal; Is the 14-day ATR less than 2% of the price. Forecasts: A big move either way in 5 days 39%. Fired: work_order (Webhook → broker-oms).

Deep liquidity sends a three-day VWAP order to the broker; thinner trading means the sale is stretched out instead.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "XOM"
  },
  "questions": {
    "liquid": {
      "type": "yes_no",
      "ask": "avg(C * V, 20) > 100000000"
    },
    "vol_dry": {
      "type": "yes_no",
      "ask": "V < 0.6 * avg(V, 20)"
    },
    "atr": {
      "type": "yes_no",
      "instructions": "Is the 14-day ATR less than 2% of the price?"
    },
    "median_vol": {
      "type": "yes_no",
      "ask": "V > median(V, 20)"
    },
    "big_move": {
      "type": "yes_no",
      "instructions": "Will there be a big move in either direction in the next 5 days?"
    }
  },
  "actions": [
    {
      "id": "work_order",
      "when": "liquid >= 0.6",
      "do": "webhook",
      "connection": "broker-oms",
      "body": {
        "side": "sell",
        "symbol": "{{symbol}}",
        "algo": "vwap",
        "days": 3,
        "max_pct_volume": 0.1,
        "p_liquid": "{{liquid}}",
        "p_dry_volume": "{{vol_dry}}",
        "as_of": "{{as_of}}"
      }
    },
    {
      "id": "slow_down",
      "when": "else",
      "do": "email",
      "connection": "me",
      "subject": "{{symbol}}: thin liquidity, stretch the sale",
      "message": "{{symbol}} ({{as_of}}) trades under $100M a day on average. Spread the block over more sessions."
    }
  ],
  "dry_run": true
}

Response JSON (XOM, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "liquid": {
      "yes_no": 0.9463,
      "rule": "avg(C * V, 20) > 100000000",
      "basis": "rule"
    },
    "vol_dry": {
      "yes_no": 0.0537,
      "rule": "V < 0.6 * avg(V, 20)",
      "basis": "rule"
    },
    "atr": {
      "yes_no": 0.1526,
      "rule": "atr(14) / C < 0.02",
      "basis": "pattern"
    },
    "median_vol": {
      "yes_no": 0.9417,
      "rule": "V > median(V, 20)",
      "basis": "rule"
    },
    "big_move": {
      "yes_no": 0.394
    }
  },
  "context": {
    "symbol": "XOM",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "work_order",
      "fired": true,
      "status": "dry_run",
      "do": "webhook",
      "connection": "broker-oms",
      "preview": {
        "body": {
          "side": "sell",
          "symbol": "XOM",
          "algo": "vwap",
          "days": 3,
          "max_pct_volume": 0.1,
          "p_liquid": 0.9463,
          "p_dry_volume": 0.0537,
          "as_of": "2026-10-30"
        }
      }
    },
    {
      "id": "slow_down",
      "fired": false,
      "status": "skipped"
    }
  ]
}

atr avg median

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Family office · example 8

Rates watch for a family real-estate refinance: TLT and IEF

Bond prices rise when yields fall; watch long and intermediate Treasury ETFs for a breakout that could mean a refinance window.

ora-fin-0.1.12 symbols, one request each5 questions1 action

State2 symbols
Questions5 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`breakout`	rule	`C > highest(C, 20)` 20-day closing breakout
`cross50`	rule	`crossup(C, sma(C, 50))` Crossed above the 50-day today
`rsi50`	rule	`rsi(C, 14) > 50` RSI above 50
`trend`	English → rule	Is the stock above its 200-day moving average?
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Symbol	`breakout`rule	`cross50`rule	`rsi50`rule	`trend`rule	`up_week`forecast	Fired
`TLT`	0.5462	0.05	0.8762	0.1127	0.561	none
`IEF`	0.7331	0.05	0.908	0.1576	0.483	`refi_window`

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.

breakout >= 0.6 or cross50 >= 0.6→Emailreal-estate-team

TLT 0 of 1 fired · dry run, nothing sent

IEF 1 of 1 fired · dry run, nothing sent

refi_windowwould send (dry run)Email → real-estate-team

{
  "subject": "Possible refinance window: IEF breaking out",
  "text": "IEF (2026-10-30) made a 20-day closing high (73%) or crossed its 50-day (5%): yields are falling. Ask lenders for updated quotes."
}

What it means

Session of 2026-10-30, 2 symbols: 20-day closing breakout: true for IEF of 2. Crossed above the 50-day today: true for none of 2. RSI above 50: true for TLT, IEF of 2. Is the stock above its 200-day moving average: true for none of 2. Highest odds for “Higher in a week”: TLT at 56%. refi_window fired for IEF.

A bond-ETF breakout is a reason to call lenders, not to lock; the real-estate team acts on the quotes they get.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "TLT"
  },
  "questions": {
    "breakout": {
      "type": "yes_no",
      "ask": "C > highest(C, 20)"
    },
    "cross50": {
      "type": "yes_no",
      "ask": "crossup(C, sma(C, 50))"
    },
    "rsi50": {
      "type": "yes_no",
      "ask": "rsi(C, 14) > 50"
    },
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  },
  "actions": [
    {
      "id": "refi_window",
      "when": "breakout >= 0.6 or cross50 >= 0.6",
      "do": "email",
      "connection": "real-estate-team",
      "subject": "Possible refinance window: {{symbol}} breaking out",
      "message": "{{symbol}} ({{as_of}}) made a 20-day closing high ({{breakout|pct}}) or crossed its 50-day ({{cross50|pct}}): yields are falling. Ask lenders for updated quotes."
    }
  ],
  "dry_run": true
}

Response JSON (TLT, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "breakout": {
      "yes_no": 0.5462,
      "rule": "C > highest(C, 20)",
      "basis": "rule"
    },
    "cross50": {
      "yes_no": 0.05,
      "rule": "crossup(C, sma(C, 50))",
      "basis": "rule"
    },
    "rsi50": {
      "yes_no": 0.8762,
      "rule": "rsi(C, 14) > 50",
      "basis": "rule"
    },
    "trend": {
      "yes_no": 0.1127,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "up_week": {
      "yes_no": 0.561
    }
  },
  "context": {
    "symbol": "TLT",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "refi_window",
      "fired": false,
      "status": "skipped"
    }
  ]
}

crossup highest rsi sma

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Family office · example 9

Earnings review for the family's direct holdings

After earnings season, check which direct stock holdings beat, grew and held their post-report price.

ora-fin-0.1.15 symbols, one request each5 questions

State5 symbols
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`beat`	rule	`beat_eps_last > 0.5 and beat_revenue_last > 0.5` Beat on EPS and revenue last quarter
`eps_g`	English → rule	Did EPS grow more than 10% year over year?
`above_pre`	rule	`C > pre_earnings_close` Holding above the pre-earnings close
`gap_up`	rule	`last_earnings_gap > 0` Gapped up after the last report
`beat_next`	forecast	Will the stock beat earnings next quarter? Beating earnings next quarter

Answers

Symbol	`beat`rule	`eps_g`rule	`above_pre`rule	`gap_up`rule	`beat_next`forecast
`AAPL`	0.8591	0.9463	0.831	0.0537	0.545
`MSFT`	0.8591	0.8327	0.2482	0.8374	0.528
`COST`	0.1409	0.9463	0.9463	0.0537	0.481
`HD`	0.8591	0.2564	0.3192	0.0537	0.507
`JPM`	0.1409	0.6893	0.6505	0.9463	0.506

true false not known for rules; forecasts are odds. Hover a column for its question.

What it means

Session of 2026-10-30, 5 symbols: Beat on EPS and revenue last quarter: true for AAPL, MSFT, HD of 5. Did EPS grow more than 10% year over year: true for AAPL, MSFT, COST, JPM of 5. Holding above the pre-earnings close: true for AAPL, COST, JPM of 5. Gapped up after the last report: true for MSFT, JPM of 5. Highest odds for “Beating earnings next quarter”: AAPL at 55%.

Holdings that beat, grew and held above their pre-report price are working; the others are discussed at the next investment meeting.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "AAPL"
  },
  "questions": {
    "beat": {
      "type": "yes_no",
      "ask": "beat_eps_last > 0.5 and beat_revenue_last > 0.5"
    },
    "eps_g": {
      "type": "yes_no",
      "instructions": "Did EPS grow more than 10% year over year?"
    },
    "above_pre": {
      "type": "yes_no",
      "ask": "C > pre_earnings_close"
    },
    "gap_up": {
      "type": "yes_no",
      "ask": "last_earnings_gap > 0"
    },
    "beat_next": {
      "type": "yes_no",
      "instructions": "Will the stock beat earnings next quarter?"
    }
  }
}

Response JSON (AAPL, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "beat": {
      "yes_no": 0.8591,
      "rule": "beat_eps_last > 0.5 and beat_revenue_last > 0.5",
      "basis": "rule"
    },
    "eps_g": {
      "yes_no": 0.9463,
      "rule": "eps_growth_yoy > 10",
      "basis": "pattern"
    },
    "above_pre": {
      "yes_no": 0.831,
      "rule": "C > pre_earnings_close",
      "basis": "rule"
    },
    "gap_up": {
      "yes_no": 0.0537,
      "rule": "last_earnings_gap > 0",
      "basis": "rule"
    },
    "beat_next": {
      "yes_no": 0.545
    }
  },
  "context": {
    "symbol": "AAPL",
    "as_of": "2026-10-30"
  }
}

beat_eps_last beat_revenue_last eps_growth_yoy last_earnings_gap pre_earnings_close

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Family office · example 10

Teaching the next generation: a candle lesson on DIS

The family runs a learning portfolio for younger members; show how candlestick patterns read on a real chart.

ora-fin-0.1.1DIS6 questions

StateDIS
Questions6 asked
Answersreal, captured
Actionsnone

State

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

Questions

`doji`	rule	`doji()` doji candle: Body at most 10% of the day's range.
`spinning`	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.
`marubozu`	rule	`marubozu()` marubozu candle: Body at least 90% of the range: almost no wicks.
`gravestone`	rule	`gravestone_doji()` gravestone doji candle: Doji with a long upper wick and almost no lower wick.
`inside`	rule	`inside_bar()` inside bar candle: Today's high and low are inside yesterday's (equal counts).
`outside`	rule	`outside_bar()` outside bar candle: Today's high above yesterday's and low below it.

Answers

Question	Answer	Reading
`doji` doji candle: Body at most 10% of the day's range.	0.1442	false
`spinning` spinning top candle: Small body (10–30% of range) with wicks of at least a quarter of the range on both sides.	0.2107	false
`marubozu` marubozu candle: Body at least 90% of the range: almost no wicks.	0.0998	false
`gravestone` gravestone doji candle: Doji with a long upper wick and almost no lower wick.	0.1442	false
`inside` inside bar candle: Today's high and low are inside yesterday's (equal counts).	0.134	false
`outside` outside bar candle: Today's high above yesterday's and low below it.	0.1507	false

What it means

For DIS on the session of 2026-10-30: Not true: 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.; marubozu candle: Body at least 90% of the range: almost no wicks.; gravestone doji candle: Doji with a long upper wick and almost no lower wick.; inside bar candle: Today's high and low are inside yesterday's (equal counts).; outside bar candle: Today's high above yesterday's and low below it..

Each pattern answers yes or no from today's bar; the lesson is that most patterns are absent on most days, which is why context matters.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "DIS"
  },
  "questions": {
    "doji": {
      "type": "yes_no",
      "ask": "doji()"
    },
    "spinning": {
      "type": "yes_no",
      "ask": "spinning_top()"
    },
    "marubozu": {
      "type": "yes_no",
      "ask": "marubozu()"
    },
    "gravestone": {
      "type": "yes_no",
      "ask": "gravestone_doji()"
    },
    "inside": {
      "type": "yes_no",
      "ask": "inside_bar()"
    },
    "outside": {
      "type": "yes_no",
      "ask": "outside_bar()"
    }
  }
}

Response JSON (DIS, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "doji": {
      "yes_no": 0.1442,
      "rule": "doji()",
      "basis": "rule"
    },
    "spinning": {
      "yes_no": 0.2107,
      "rule": "spinning_top()",
      "basis": "rule"
    },
    "marubozu": {
      "yes_no": 0.0998,
      "rule": "marubozu()",
      "basis": "rule"
    },
    "gravestone": {
      "yes_no": 0.1442,
      "rule": "gravestone_doji()",
      "basis": "rule"
    },
    "inside": {
      "yes_no": 0.134,
      "rule": "inside_bar()",
      "basis": "rule"
    },
    "outside": {
      "yes_no": 0.1507,
      "rule": "outside_bar()",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "DIS",
    "as_of": "2026-10-30"
  }
}

doji gravestone_doji inside_bar marubozu outside_bar spinning_top

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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 Buy side: Financial advisor / RIA, Wealth manager, Hedge fund PM, Quant researcher, Portfolio manager (long-only), Risk manager, Private equity, VC / growth investor, Fund-of-funds allocator.

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

Monitoring a legacy JNJ stake for the family

State

Questions

Answers

Actions

What it means

One morning read across the family's whole book

State

Questions

Answers

Actions

What it means

Bitcoin allocation through IBIT: volatility and trend

State

Questions

Answers

What it means

Public comps for a private software stake: CRM, ADBE, NOW, INTU

State

Questions

Answers

What it means

Gift appreciated NVDA shares to the foundation now?

State

Questions

Answers

Actions

What it means

Real assets sleeve: gold, silver and oil ETFs

State

Questions

Answers

What it means

Can we sell a large XOM block without moving the price?

State

Questions

Answers

Actions

What it means

Rates watch for a family real-estate refinance: TLT and IEF

State

Questions

Answers

Actions

What it means

Earnings review for the family's direct holdings

State

Questions

Answers

What it means

Teaching the next generation: a candle lesson on DIS

State

Questions

Answers

What it means