Model

Financial advisor / RIA: 20 ways to use Ora

Client portfolios, rebalancing, reviews and timely notes before clients call. Each example is a complete, runnable request with the real answers it returned (37 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 14 max 7 offset 5 atr 4 days_to_earnings 3 rsi 3 abs 3 log 3 sqrt 3 std 3 ref 3 pays_dividend 2 swinglow 2 cut_last 2 min 2 beat_eps_last 1 beat_revenue_last 1 shooting_star 1 swinghigh 1 div_yield_ttm 1 years_of_growth 1 beat_streak 1 last_earnings_move 1 next_report_amc 1 misses_last4 1 macd 1 avg 1 days_since_earnings 1 harami_bull 1 morning_star 1 piercing_line 1 tweezer_bottom 1 crossdown 1 bblower 1 ema 1 roc 1 linreg 1 days_since_split 1 days_to_split 1 last_split_ratio 1 reverse_split_last 1 splits_5y 1 highest 1 lowest 1 atr_pct 1 adx 1 diminus 1 diplus 1 wma 1 days_to_ex_div 1

Examples 1–10 of 20 · page 1 of 2

Financial advisor / RIA · example 1

Client review prep: is AAPL still a healthy core holding?

Before a quarterly client meeting, summarize the trend, the last earnings report and the near-term risk of a large position in one request.

ora-fin-0.1.1AAPL6 questions

StateAAPL
Questions6 asked
Answersreal, captured
Actionsnone

State

{"symbol":"AAPL"} 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
`beat`	English → rule	Did the stock beat on both EPS and revenue last quarter?
`earn_soon`	English → rule	Is earnings in the next 14 days?
`drop5`	forecast	Will it drop at least 5% at some point in the next month? A 5% drawdown within a month
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Question	Answer	Reading
`trend` Is the stock above its 200-day moving average compiled to `C > sma(C, 200)`	0.9463	true
`golden` 50-day above the 200-day	0.9463	true
`beat` Did the stock beat on both EPS and revenue last quarter compiled to `beat_eps_last > 0.5 and beat_revenue_last > 0.5`	0.8591	true
`earn_soon` Is earnings in the next 14 days compiled to `days_to_earnings <= 14`	0.9463	true
`drop5` A 5% drawdown within a month	0.365	37% · unlikely
`up_week` Higher in a week	0.59	59% · close to even

What it means

For AAPL on the session of 2026-10-30: True now: Is the stock above its 200-day moving average; 50-day above the 200-day; Did the stock beat on both EPS and revenue last quarter; Is earnings in the next 14 days. Forecasts: A 5% drawdown within a month 37%; Higher in a week 59%.

Trend and earnings facts give the advisor a plain-language status for the review; the two forecasts frame the near-term risk without promising a direction.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "AAPL"
  },
  "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)"
    },
    "beat": {
      "type": "yes_no",
      "instructions": "Did the stock beat on both EPS and revenue last quarter?"
    },
    "earn_soon": {
      "type": "yes_no",
      "instructions": "Is earnings in the next 14 days?"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  }
}

Response JSON (AAPL, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.9463,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "golden": {
      "yes_no": 0.9463,
      "rule": "sma(C, 50) > sma(C, 200)",
      "basis": "rule"
    },
    "beat": {
      "yes_no": 0.8591,
      "rule": "beat_eps_last > 0.5 and beat_revenue_last > 0.5",
      "basis": "pattern"
    },
    "earn_soon": {
      "yes_no": 0.9463,
      "rule": "days_to_earnings <= 14",
      "basis": "pattern"
    },
    "drop5": {
      "yes_no": 0.365
    },
    "up_week": {
      "yes_no": 0.59
    }
  },
  "context": {
    "symbol": "AAPL",
    "as_of": "2026-10-30"
  }
}

beat_eps_last beat_revenue_last days_to_earnings sma

Try it in the Playground

Financial advisor / RIA · example 2

Concentrated NVDA position: is it stretched enough to trim for a client?

A client holds a large NVDA position after a long run; check whether the stock is extended before suggesting a partial trim and log the decision in the CRM.

ora-fin-0.1.1NVDA5 questions2 actions

StateNVDA
Questions5 asked
Answersreal, captured
Actions2 rules · dry run

State

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

Questions

`ext_200d`	English → rule	Is the stock more than 10% above its 200-day moving average?
`stretched`	rule	`C > sma(C, 20) + 2 * atr(14)` Stretched: more than 2 ATR above the 20-day
`rsi70`	rule	`rsi(C, 14) > 70` RSI above 70
`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.
`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_200d` Is the stock more than 10% above its 200-day moving average compiled to `C > sma(C, 200) * 1.1`	0.06	false
`stretched` Stretched: more than 2 ATR above the 20-day	0.0537	false
`rsi70` RSI above 70	0.0537	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.	0.0537	false
`drop10` A 10% drawdown within a month	0.523	52% · close to even

Actions

Rules on the answers decide what to send.

stretched >= 0.6 or (ext_200d >= 0.6 and rsi70 >= 0.6)→Webhookcrm-notes

else→Webhookcrm-notes

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

trim_noterule false: skipped

no_trimwould send (dry run)Webhook → crm-notes

{
  "type": "advisor_note",
  "symbol": "NVDA",
  "topic": "concentration_review",
  "suggestion": "no_action",
  "p_stretched": 0.0537,
  "as_of": "2026-10-30"
}

What it means

For NVDA on the session of 2026-10-30: Not true: Is the stock more than 10% above its 200-day moving average; Stretched: more than 2 ATR above the 20-day; RSI above 70; 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 10% drawdown within a month 52%. Fired: no_trim (Webhook → crm-notes).

Either way a note lands in the CRM, so the file shows the check was done; the trim branch fires only when the stretch rules agree.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "NVDA"
  },
  "questions": {
    "ext_200d": {
      "type": "yes_no",
      "instructions": "Is the stock more than 10% above its 200-day moving average?"
    },
    "stretched": {
      "type": "yes_no",
      "ask": "C > sma(C, 20) + 2 * atr(14)"
    },
    "rsi70": {
      "type": "yes_no",
      "ask": "rsi(C, 14) > 70"
    },
    "shooting": {
      "type": "yes_no",
      "ask": "shooting_star()"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "trim_note",
      "when": "stretched >= 0.6 or (ext_200d >= 0.6 and rsi70 >= 0.6)",
      "do": "webhook",
      "connection": "crm-notes",
      "body": {
        "type": "advisor_note",
        "symbol": "{{symbol}}",
        "topic": "concentration_review",
        "suggestion": "discuss_partial_trim",
        "p_stretched": "{{stretched}}",
        "p_overbought": "{{rsi70}}",
        "p_drop10": "{{drop10}}",
        "as_of": "{{as_of}}"
      }
    },
    {
      "id": "no_trim",
      "when": "else",
      "do": "webhook",
      "connection": "crm-notes",
      "body": {
        "type": "advisor_note",
        "symbol": "{{symbol}}",
        "topic": "concentration_review",
        "suggestion": "no_action",
        "p_stretched": "{{stretched}}",
        "as_of": "{{as_of}}"
      }
    }
  ],
  "dry_run": true
}

Response JSON (NVDA, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "ext_200d": {
      "yes_no": 0.06,
      "rule": "C > sma(C, 200) * 1.1",
      "basis": "comparison"
    },
    "stretched": {
      "yes_no": 0.0537,
      "rule": "C > sma(C, 20) + 2 * atr(14)",
      "basis": "rule"
    },
    "rsi70": {
      "yes_no": 0.0537,
      "rule": "rsi(C, 14) > 70",
      "basis": "rule"
    },
    "shooting": {
      "yes_no": 0.0537,
      "rule": "shooting_star()",
      "basis": "rule"
    },
    "drop10": {
      "yes_no": 0.523
    }
  },
  "context": {
    "symbol": "NVDA",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "trim_note",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "no_trim",
      "fired": true,
      "status": "dry_run",
      "do": "webhook",
      "connection": "crm-notes",
      "preview": {
        "body": {
          "type": "advisor_note",
          "symbol": "NVDA",
          "topic": "concentration_review",
          "suggestion": "no_action",
          "p_stretched": 0.0537,
          "as_of": "2026-10-30"
        }
      }
    }
  ]
}

atr rsi shooting_star sma

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Financial advisor / RIA · example 3

60/40 rebalancing band check on SPY and AGG

Check the stock and bond sleeves of a balanced model each Monday and email the advisor when either sleeve has moved enough to warrant a rebalance review.

ora-fin-0.1.12 symbols, one request each4 questions1 actionworkflow · Mon at 09:15 ET

ScheduleMon at 09:15 ET
State2 symbols
Questions4 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`up_10_3m`	English → rule	Is the stock up more than 10% over the last three months?
`down_5m`	English → rule	Is the stock down more than 5% over the last month?
`trend`	English → rule	Is the stock above its 200-day moving average?
`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

Symbol	`up_10_3m`rule	`down_5m`rule	`trend`rule	`big_move`forecast	Fired
`SPY`	0.0537	0.0652	0.9451	0.425	none
`AGG`	0.0537	0.0537	0.248	0.274	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.

up_10_3m >= 0.6 or down_5m >= 0.6→Emailme

SPY 0 of 1 fired · dry run, nothing sent

AGG 0 of 1 fired · dry run, nothing sent

What it means

Session of 2026-10-30, 2 symbols: Is the stock up more than 10% over the last three months: true for none of 2. Is the stock down more than 5% over the last month: true for none of 2. Is the stock above its 200-day moving average: true for SPY of 2. Highest odds for “A big move either way in 5 days”: SPY at 43%. review fired for none.

A quiet Monday means both sleeves are inside their normal range; an email means one leg moved enough that drift is worth checking.

As a scheduled workflow (Mon at 09:15 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": "60/40 rebalancing band check on SPY and AGG",
  "symbols": "SPY AGG",
  "days": [
    1
  ],
  "at_time": "09:15",
  "model": "ora-fin-0.1.1",
  "questions": {
    "up_10_3m": {
      "type": "yes_no",
      "instructions": "Is the stock up more than 10% over the last three months?"
    },
    "down_5m": {
      "type": "yes_no",
      "instructions": "Is the stock down more than 5% over the last month?"
    },
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "big_move": {
      "type": "yes_no",
      "instructions": "Will there be a big move in either direction in the next 5 days?"
    }
  },
  "actions": [
    {
      "id": "review",
      "when": "up_10_3m >= 0.6 or down_5m >= 0.6",
      "do": "email",
      "connection": "me",
      "subject": "Rebalance review: {{symbol}} moved",
      "message": "{{symbol}} ({{as_of}}): up over 10% in three months {{up_10_3m|pct}}, down 5% this month {{down_5m|pct}}. Check the 60/40 drift across client accounts."
    }
  ]
}

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "SPY"
  },
  "questions": {
    "up_10_3m": {
      "type": "yes_no",
      "instructions": "Is the stock up more than 10% over the last three months?"
    },
    "down_5m": {
      "type": "yes_no",
      "instructions": "Is the stock down more than 5% over the last month?"
    },
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "big_move": {
      "type": "yes_no",
      "instructions": "Will there be a big move in either direction in the next 5 days?"
    }
  },
  "actions": [
    {
      "id": "review",
      "when": "up_10_3m >= 0.6 or down_5m >= 0.6",
      "do": "email",
      "connection": "me",
      "subject": "Rebalance review: {{symbol}} moved",
      "message": "{{symbol}} ({{as_of}}): up over 10% in three months {{up_10_3m|pct}}, down 5% this month {{down_5m|pct}}. Check the 60/40 drift across client accounts."
    }
  ],
  "dry_run": true
}

Response JSON (SPY, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "up_10_3m": {
      "yes_no": 0.0537,
      "rule": "C / C[-63] - 1 > 0.1",
      "basis": "pattern"
    },
    "down_5m": {
      "yes_no": 0.0652,
      "rule": "C / C[-21] - 1 < -0.05",
      "basis": "pattern"
    },
    "trend": {
      "yes_no": 0.9451,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "big_move": {
      "yes_no": 0.425
    }
  },
  "context": {
    "symbol": "SPY",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "review",
      "fired": false,
      "status": "skipped"
    }
  ]
}

offset sma

Try it in the Playground

Financial advisor / RIA · example 4

Tax-loss harvesting candidate: is PFE down enough and still weak?

In the fourth quarter, find positions with a meaningful loss and a weak trend that may be worth harvesting and replacing.

ora-fin-0.1.1PFE5 questions1 action

StatePFE
Questions5 asked
Answersreal, captured
Actions1 rule · dry run

State

{"symbol":"PFE"} 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
`below_200d`	English → rule	Is the stock below its 200-day moving average?
`lh_ll`	English → rule	Is the stock making lower swing highs and lower swing lows?
`pays`	English → rule	Does the stock pay a dividend?
`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
`drawdown` More than 20% off the 52-week high	0.0537	false
`below_200d` Is the stock below its 200-day moving average compiled to `C < sma(C, 200)`	0.0537	false
`lh_ll` Is the stock making lower swing highs and lower swing lows compiled to `(swinghigh(5, 1) < swinghigh(5, 2)) and (swinglow(5, 1) < swinglow(5, 2))`	0.1586	false
`pays` Does the stock pay a dividend compiled to `pays_dividend > 0.5`	0.8591	true
`rally5` A 5% rally within a month	0.435	44% · close to even

Actions

Rules on the answers decide what to send.

drawdown >= 0.6 and below_200d >= 0.6→Emailme

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

harvest_flagrule false: skipped

What it means

For PFE on the session of 2026-10-30: True now: Does the stock pay a dividend. Not true: More than 20% off the 52-week high; Is the stock below its 200-day moving average; Is the stock making lower swing highs and lower swing lows. Forecasts: A 5% rally within a month 44%. No action fired: every rule was false.

Harvesting is a tax decision first; the rules only flag positions that are both down and in a downtrend, and the forecast is context for timing.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "PFE"
  },
  "questions": {
    "drawdown": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "below_200d": {
      "type": "yes_no",
      "instructions": "Is the stock below its 200-day moving average?"
    },
    "lh_ll": {
      "type": "yes_no",
      "instructions": "Is the stock making lower swing highs and lower swing lows?"
    },
    "pays": {
      "type": "yes_no",
      "instructions": "Does the stock pay a dividend?"
    },
    "rally5": {
      "type": "yes_no",
      "instructions": "Will it rally at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "harvest_flag",
      "when": "drawdown >= 0.6 and below_200d >= 0.6",
      "do": "email",
      "connection": "me",
      "subject": "Harvest candidate: {{symbol}}",
      "message": "{{symbol}} ({{as_of}}) is 20% off its high and below the 200-day. Review lots with losses; mind the wash-sale window. Odds of a 5% rally within a month: {{rally5|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (PFE, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "drawdown": {
      "yes_no": 0.0537,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "below_200d": {
      "yes_no": 0.0537,
      "rule": "C < sma(C, 200)",
      "basis": "comparison"
    },
    "lh_ll": {
      "yes_no": 0.1586,
      "rule": "(swinghigh(5, 1) < swinghigh(5, 2)) and (swinglow(5, 1) < swinglow(5, 2))",
      "basis": "pattern"
    },
    "pays": {
      "yes_no": 0.8591,
      "rule": "pays_dividend > 0.5",
      "basis": "pattern"
    },
    "rally5": {
      "yes_no": 0.435
    }
  },
  "context": {
    "symbol": "PFE",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "harvest_flag",
      "fired": false,
      "status": "skipped"
    }
  ]
}

max pays_dividend sma swinghigh swinglow

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Financial advisor / RIA · example 5

Retiree income check: are JNJ, PG and KO dividends intact?

For clients living on dividends, confirm each holding still pays, has not cut and keeps growing its payout.

ora-fin-0.1.13 symbols, one request each5 questions

State3 symbols
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`pays`	rule	`pays_dividend > 0.5` Pays a dividend
`no_cut`	rule	`cut_last < 0.5` Did not cut its last dividend
`grow25`	English → rule	Has the stock grown its dividend for 25 years in a row?
`yield3`	English → rule	Is the dividend yield above 3%?
`raise_next`	forecast	Will the company raise its dividend next year? Raising the dividend next year

Answers

Symbol	`pays`rule	`no_cut`rule	`grow25`rule	`yield3`rule	`raise_next`forecast
`JNJ`	0.8591	0.8591	0.9463	0.0648	0.495
`PG`	0.8591	0.8591	0.9463	0.2091	0.46
`KO`	0.8591	0.8591	0.0683	0.0537	0.517

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: Pays a dividend: true for JNJ, PG, KO of 3. Did not cut its last dividend: true for JNJ, PG, KO of 3. Has the stock grown its dividend for 25 years in a row: true for JNJ, PG of 3. Is the dividend yield above 3%: true for none of 3. Highest odds for “Raising the dividend next year”: KO at 52%.

Payout facts answer from the dividend record; a cut or a broken growth streak is the trigger to talk to the client, not the price.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "JNJ"
  },
  "questions": {
    "pays": {
      "type": "yes_no",
      "ask": "pays_dividend > 0.5"
    },
    "no_cut": {
      "type": "yes_no",
      "ask": "cut_last < 0.5"
    },
    "grow25": {
      "type": "yes_no",
      "instructions": "Has the stock grown its dividend for 25 years in a row?"
    },
    "yield3": {
      "type": "yes_no",
      "instructions": "Is the dividend yield above 3%?"
    },
    "raise_next": {
      "type": "yes_no",
      "instructions": "Will the company raise its dividend next year?"
    }
  }
}

Response JSON (JNJ, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "pays": {
      "yes_no": 0.8591,
      "rule": "pays_dividend > 0.5",
      "basis": "rule"
    },
    "no_cut": {
      "yes_no": 0.8591,
      "rule": "cut_last < 0.5",
      "basis": "rule"
    },
    "grow25": {
      "yes_no": 0.9463,
      "rule": "years_of_growth >= 25",
      "basis": "pattern"
    },
    "yield3": {
      "yes_no": 0.0648,
      "rule": "div_yield_ttm > 3",
      "basis": "pattern"
    },
    "raise_next": {
      "yes_no": 0.495
    }
  },
  "context": {
    "symbol": "JNJ",
    "as_of": "2026-10-30"
  }
}

cut_last div_yield_ttm pays_dividend years_of_growth

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Financial advisor / RIA · example 6

Heads-up before MSFT earnings for clients who own it

When a widely held stock reports within days, send the team a Slack heads-up so advisors can expect client calls.

ora-fin-0.1.1MSFT5 questions2 actions

StateMSFT
Questions5 asked
Answersreal, captured
Actions2 rules · dry run

State

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

Questions

`soon`	rule	`days_to_earnings <= 10` Reports earnings within 10 days
`amc`	English → rule	Does the stock report after the close next time?
`big_move`	rule	`abs(last_earnings_move) > 5` Last earnings move bigger than 5%
`streak`	rule	`beat_streak >= 4` Beat four quarters in a row
`big5`	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
`soon` Reports earnings within 10 days	0.0537	false
`amc` Does the stock report after the close next time compiled to `next_report_amc > 0.5`	0.8591	true
`big_move` Last earnings move bigger than 5%	0.0537	false
`streak` Beat four quarters in a row	0.9463	true
`big5` A big move either way in 5 days	0.397	40% · unlikely

Actions

Rules on the answers decide what to send.

soon >= 0.6→Slackadvisor-team

else→Slackadvisor-team

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

heads_uprule false: skipped

not_yetwould send (dry run)Slack → advisor-team

{
  "text": "MSFT (2026-10-30): no report in the next 10 days."
}

What it means

For MSFT on the session of 2026-10-30: True now: Does the stock report after the close next time; Beat four quarters in a row. Not true: Reports earnings within 10 days; Last earnings move bigger than 5%. Forecasts: A big move either way in 5 days 40%. Fired: not_yet (Slack → advisor-team).

The team hears about the report before clients do; the else branch keeps the channel honest when nothing is close.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "MSFT"
  },
  "questions": {
    "soon": {
      "type": "yes_no",
      "ask": "days_to_earnings <= 10"
    },
    "amc": {
      "type": "yes_no",
      "instructions": "Does the stock report after the close next time?"
    },
    "big_move": {
      "type": "yes_no",
      "ask": "abs(last_earnings_move) > 5"
    },
    "streak": {
      "type": "yes_no",
      "ask": "beat_streak >= 4"
    },
    "big5": {
      "type": "yes_no",
      "instructions": "Will there be a big move in either direction in the next 5 days?"
    }
  },
  "actions": [
    {
      "id": "heads_up",
      "when": "soon >= 0.6",
      "do": "slack",
      "connection": "advisor-team",
      "message": "{{symbol}} reports within 10 days (after the close: {{amc|pct}}). Last reaction over 5%: {{big_move|pct}}. Big move in 5 days: {{big5|pct}}. Expect client calls."
    },
    {
      "id": "not_yet",
      "when": "else",
      "do": "slack",
      "connection": "advisor-team",
      "message": "{{symbol}} ({{as_of}}): no report in the next 10 days."
    }
  ],
  "dry_run": true
}

Response JSON (MSFT, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "soon": {
      "yes_no": 0.0537,
      "rule": "days_to_earnings <= 10",
      "basis": "rule"
    },
    "amc": {
      "yes_no": 0.8591,
      "rule": "next_report_amc > 0.5",
      "basis": "pattern"
    },
    "big_move": {
      "yes_no": 0.0537,
      "rule": "abs(last_earnings_move) > 5",
      "basis": "rule"
    },
    "streak": {
      "yes_no": 0.9463,
      "rule": "beat_streak >= 4",
      "basis": "rule"
    },
    "big5": {
      "yes_no": 0.397
    }
  },
  "context": {
    "symbol": "MSFT",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "heads_up",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "not_yet",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "advisor-team",
      "preview": {
        "text": "MSFT (2026-10-30): no report in the next 10 days."
      }
    }
  ]
}

abs beat_streak days_to_earnings last_earnings_move next_report_amc

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Financial advisor / RIA · example 7

Should we send a client letter? SPY drawdown and volatility check

Decide whether market conditions justify a reassurance note to clients: drawdown depth, volatility and trend.

ora-fin-0.1.1SPY5 questions1 action

StateSPY
Questions5 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`pullback`	English → rule	Has the stock pulled back at least 5% from its 20-day high?
`bear`	English → rule	Is the stock in bear-market territory, more than 20% below its 52-week high?
`hv`	English → rule	Is 20-day historical volatility above 25%?
`trend`	English → rule	Is the stock above its 200-day moving average?
`vol_up`	forecast	Will volatility be higher over the next month? Higher volatility next month

Answers

Question	Answer	Reading
`pullback` Has the stock pulled back at least 5% from its 20-day high compiled to `C <= max(H, 20) * 0.95`	0.0647	false
`bear` Is the stock in bear-market territory, more than 20% below its 52-week high compiled to `C < 0.8 * max(H, 252)`	0.0537	false
`hv` Is 20-day historical volatility above 25% compiled to `std(log(C / C[-1]), 20) * sqrt(20 / 19) * sqrt(252) > 0.25`	0.0537	false
`trend` Is the stock above its 200-day moving average compiled to `C > sma(C, 200)`	0.9451	true
`vol_up` Higher volatility next month	0.69	69% · likely

Actions

Rules on the answers decide what to send.

pullback >= 0.6 or hv >= 0.6→Emailcompliance-review

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

draft_letterrule false: skipped

What it means

For SPY on the session of 2026-10-30: True now: Is the stock above its 200-day moving average. Not true: Has the stock pulled back at least 5% from its 20-day high; Is the stock in bear-market territory, more than 20% below its 52-week high; Is 20-day historical volatility above 25%. Forecasts: Higher volatility next month 69%. No action fired: every rule was false.

The letter goes to compliance for review only when the market has actually pulled back or turned volatile; otherwise no outreach is needed.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "SPY"
  },
  "questions": {
    "pullback": {
      "type": "yes_no",
      "instructions": "Has the stock pulled back at least 5% from its 20-day high?"
    },
    "bear": {
      "type": "yes_no",
      "instructions": "Is the stock in bear-market territory, more than 20% below its 52-week high?"
    },
    "hv": {
      "type": "yes_no",
      "instructions": "Is 20-day historical volatility above 25%?"
    },
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "vol_up": {
      "type": "yes_no",
      "instructions": "Will volatility be higher over the next month?"
    }
  },
  "actions": [
    {
      "id": "draft_letter",
      "when": "pullback >= 0.6 or hv >= 0.6",
      "do": "email",
      "connection": "compliance-review",
      "subject": "Draft client letter: market pullback ({{as_of}})",
      "message": "SPY is 5% off its 20-day high ({{pullback|pct}}) or volatility is elevated ({{hv|pct}}). Trend above the 200-day: {{trend|pct}}. Please review a reassurance letter for distribution."
    }
  ],
  "dry_run": true
}

Response JSON (SPY, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "pullback": {
      "yes_no": 0.0647,
      "rule": "C <= max(H, 20) * 0.95",
      "basis": "pattern"
    },
    "bear": {
      "yes_no": 0.0537,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "pattern"
    },
    "hv": {
      "yes_no": 0.0537,
      "rule": "std(log(C / C[-1]), 20) * sqrt(20 / 19) * sqrt(252) > 0.25",
      "basis": "pattern"
    },
    "trend": {
      "yes_no": 0.9451,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "vol_up": {
      "yes_no": 0.69
    }
  },
  "context": {
    "symbol": "SPY",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "draft_letter",
      "fired": false,
      "status": "skipped"
    }
  ]
}

log max offset sma sqrt std

Try it in the Playground

Financial advisor / RIA · example 8

Onboarding a new client: screen their legacy holdings

Run the same quality and trend questions on each stock a new client transfers in, to prioritize what to review first.

ora-fin-0.1.15 symbols, one request each5 questions

State5 symbols
Questions5 asked
Answersreal, captured
Actionsnone

State

{"symbol":"T"} then VZ, INTC, DIS, BA, one request each. The server fills in the latest completed session.

Questions

`trend`	English → rule	Is the stock above its 200-day moving average?
`drawdown`	rule	`C < 0.8 * max(H, 252)` More than 20% off the 52-week high
`cut`	English → rule	Did the stock cut its dividend last time?
`miss`	English → rule	Has the stock missed EPS estimates in any of the last 4 quarters?
`drop10`	forecast	Will it drop at least 10% at some point in the next month? A 10% drawdown within a month

Answers

Symbol	`trend`rule	`drawdown`rule	`cut`rule	`miss`rule	`drop10`forecast
`T`	0.0674	0.845	0.1409	0.1409	0.463
`VZ`	0.3448	0.0879	0.1409	0.1409	0.421
`INTC`	0.0861	0.9463	0.1409	0.1409	0.836
`DIS`	0.9435	0.0537	0.1409	0.1409	0.328
`BA`	0.0554	0.9296	0.1409	0.8591	0.426

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: Is the stock above its 200-day moving average: true for DIS of 5. More than 20% off the 52-week high: true for T, INTC, BA of 5. Did the stock cut its dividend last time: true for none of 5. Has the stock missed EPS estimates in any of the last 4 quarters: true for BA of 5. Highest odds for “A 10% drawdown within a month”: INTC at 84%.

Holdings in a drawdown with a recent dividend cut or earnings misses go to the top of the review list; the rest can wait for the regular cycle.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "T"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "drawdown": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "cut": {
      "type": "yes_no",
      "instructions": "Did the stock cut its dividend last time?"
    },
    "miss": {
      "type": "yes_no",
      "instructions": "Has the stock missed EPS estimates in any of the last 4 quarters?"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    }
  }
}

Response JSON (T, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.0674,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "drawdown": {
      "yes_no": 0.845,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "cut": {
      "yes_no": 0.1409,
      "rule": "cut_last > 0.5",
      "basis": "pattern"
    },
    "miss": {
      "yes_no": 0.1409,
      "rule": "misses_last4 >= 1",
      "basis": "pattern"
    },
    "drop10": {
      "yes_no": 0.463
    }
  },
  "context": {
    "symbol": "T",
    "as_of": "2026-10-30"
  }
}

cut_last max misses_last4 sma

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Financial advisor / RIA · example 9

Is TLT still falling? Duration check for conservative models

Before adding duration for a conservative client, check the long-bond ETF's trend, momentum and recent volatility.

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`	English → rule	Is the stock above its 200-day moving average?
`sma50_falling`	English → rule	Is the 50-day moving average falling, lower than 5 sessions ago?
`macd`	English → rule	Is MACD above zero?
`hv_low`	English → rule	Is 20-day historical volatility below 20%?
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Question	Answer	Reading
`trend` Is the stock above its 200-day moving average compiled to `C > sma(C, 200)`	0.1127	false
`sma50_falling` Is the 50-day moving average falling, lower than 5 sessions ago compiled to `sma(C, 50) < ref(sma(C, 50), -5)`	0.7064	true
`macd` Is MACD above zero compiled to `macd(C) > 0`	0.8818	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
`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: Is the 50-day moving average falling, lower than 5 sessions ago; Is MACD above zero; Is 20-day historical volatility below 20%. Not true: Is the stock above its 200-day moving average. Forecasts: Higher in a week 56%.

A falling 50-day and a price below the 200-day argue for staging any duration add; the forecast adds the near-term odds.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "TLT"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "sma50_falling": {
      "type": "yes_no",
      "instructions": "Is the 50-day moving average falling, lower than 5 sessions ago?"
    },
    "macd": {
      "type": "yes_no",
      "instructions": "Is MACD above zero?"
    },
    "hv_low": {
      "type": "yes_no",
      "instructions": "Is 20-day historical volatility below 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": 0.1127,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "sma50_falling": {
      "yes_no": 0.7064,
      "rule": "sma(C, 50) < ref(sma(C, 50), -5)",
      "basis": "pattern"
    },
    "macd": {
      "yes_no": 0.8818,
      "rule": "macd(C) > 0",
      "basis": "pattern"
    },
    "hv_low": {
      "yes_no": 0.9463,
      "rule": "std(log(C / C[-1]), 20) * sqrt(20 / 19) * sqrt(252) < 0.2",
      "basis": "pattern"
    },
    "up_week": {
      "yes_no": 0.561
    }
  },
  "context": {
    "symbol": "TLT",
    "as_of": "2026-10-30"
  }
}

log macd offset ref sma sqrt std

Try it in the Playground

Financial advisor / RIA · example 10

A client asks about HD's big drop: was it unusual?

When a client calls about a down day, check if the move was large for the stock and whether there was an event behind it.

ora-fin-0.1.1HD5 questions

StateHD
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`big_atr`	rule	`abs(C - C[-1]) > 1.5 * atr(14)` Today's move was bigger than 1.5 ATR
`down_vol`	rule	`C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)` Down on heavy volume
`earn_recent`	English → rule	Did the stock report earnings in the last 7 days?
`below_50d`	English → rule	Is the stock more than 5% below its 50-day moving average?
`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
`big_atr` Today's move was bigger than 1.5 ATR	0.0537	false
`down_vol` Down on heavy volume	0.0692	false
`earn_recent` Did the stock report earnings in the last 7 days compiled to `days_since_earnings <= 7`	0.0537	false
`below_50d` Is the stock more than 5% below its 50-day moving average compiled to `C < sma(C, 50) * 0.95`	0.0677	false
`drop5` A 5% drawdown within a month	0.457	46% · close to even

What it means

For HD on the session of 2026-10-30: Not true: Today's move was bigger than 1.5 ATR; Down on heavy volume; Did the stock report earnings in the last 7 days; Is the stock more than 5% below its 50-day moving average. Forecasts: A 5% drawdown within a month 46%.

If the move was within its normal ATR range and not around earnings, the advisor can explain it as ordinary volatility.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "HD"
  },
  "questions": {
    "big_atr": {
      "type": "yes_no",
      "ask": "abs(C - C[-1]) > 1.5 * atr(14)"
    },
    "down_vol": {
      "type": "yes_no",
      "ask": "C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)"
    },
    "earn_recent": {
      "type": "yes_no",
      "instructions": "Did the stock report earnings in the last 7 days?"
    },
    "below_50d": {
      "type": "yes_no",
      "instructions": "Is the stock more than 5% below its 50-day moving average?"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (HD, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "big_atr": {
      "yes_no": 0.0537,
      "rule": "abs(C - C[-1]) > 1.5 * atr(14)",
      "basis": "rule"
    },
    "down_vol": {
      "yes_no": 0.0692,
      "rule": "C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)",
      "basis": "rule"
    },
    "earn_recent": {
      "yes_no": 0.0537,
      "rule": "days_since_earnings <= 7",
      "basis": "pattern"
    },
    "below_50d": {
      "yes_no": 0.0677,
      "rule": "C < sma(C, 50) * 0.95",
      "basis": "comparison"
    },
    "drop5": {
      "yes_no": 0.457
    }
  },
  "context": {
    "symbol": "HD",
    "as_of": "2026-10-30"
  }
}

abs atr avg days_since_earnings offset ref sma

Try it in the Playground

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: Wealth manager, Family office, 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

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Sell side

Corporates

Builders

Institutions

Client review prep: is AAPL still a healthy core holding?

State

Questions

Answers

What it means

Concentrated NVDA position: is it stretched enough to trim for a client?

State

Questions

Answers

Actions

What it means

60/40 rebalancing band check on SPY and AGG

State

Questions

Answers

Actions

What it means

Tax-loss harvesting candidate: is PFE down enough and still weak?

State

Questions

Answers

Actions

What it means

Retiree income check: are JNJ, PG and KO dividends intact?

State

Questions

Answers

What it means

Heads-up before MSFT earnings for clients who own it

State

Questions

Answers

Actions

What it means

Should we send a client letter? SPY drawdown and volatility check

State

Questions

Answers

Actions

What it means

Onboarding a new client: screen their legacy holdings

State

Questions

Answers

What it means

Is TLT still falling? Duration check for conservative models

State

Questions

Answers

What it means

A client asks about HD's big drop: was it unusual?

State

Questions

Answers

What it means