Model

Use cases · Institutions

Index provider: 20 ways to use Ora

Rules-based selection screens, rebalance checks and corporate-action flags. Each example is a complete, runnable request with the real answers it returned (35 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 (62)

sma 6 max 4 offset 3 roc 3 avg 2 cut_last 2 pays_dividend 2 reverse_split_last 2 abs 2 atr 2 ref 2 years_of_growth 1 div_ttm 1 div_yield_ttm 1 days_since_split 1 days_to_split 1 splits_5y 1 days_since_earnings 1 days_to_earnings 1 last_earnings_move 1 next_report_bmo 1 log 1 sqrt 1 std 1 crossdown 1 crossup 1 mean 1 rsi 1 median 1 beats_last4 1 eps_growth_yoy 1 last_eps 1 misses_last4 1 revenue_growth_yoy 1 days_since_reverse_split 1 highest 1 inside_bar 1 outside_bar 1 tr 1 lowestbars 1 min 1 dragonfly_doji 1 gravestone_doji 1 hammer 1 inverted_hammer 1 marubozu 1 tweezer_top 1 days_since_ex_div 1 days_to_ex_div 1 last_div_amount 1 next_div_amount 1 adx 1 diminus 1 diplus 1 stochd 1 stochk 1 hlc3 1 ohlc4 1 rec 1 rma 1 swinghigh 1 swinglow 1

Examples 1–10 of 20 · page 1 of 2

Index provider · example 1

Momentum index selection screen on AAPL, NVDA, LLY

A rules-based momentum index admits names with positive 3-month momentum near their highs. Run the screen on candidates exactly as the methodology states it.

ora-fin-0.1.13 symbols, one request each4 questions

State3 symbols
Questions4 asked
Answersreal, captured
Actionsnone

State

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

Questions

`leader`	rule	`roc(C, 63) > 10 and C >= 0.95 * max(H, 63)` Up more than 10% in a quarter, near the high
`three_month`	rule	`C > C[-63]` Higher than three months ago
`near_high`	rule	`C >= 0.98 * max(H, 252)` Within 2% of the 52-week high
`liquid`	rule	`avg(C * V, 20) > 100000000` Trades more than $100 million a day

Answers

Symbol	`leader`rule	`three_month`rule	`near_high`rule	`liquid`rule
`AAPL`	0.7996	0.9442	0.4962	0.9463
`NVDA`	0.0537	0.4138	0.0537	0.9463
`LLY`	0.8246	0.9463	0.4572	0.9463

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: Up more than 10% in a quarter, near the high: true for AAPL, LLY of 3. Higher than three months ago: true for AAPL, LLY of 3. Within 2% of the 52-week high: true for none of 3. Trades more than $100 million a day: true for AAPL, NVDA, LLY of 3.

Each rule is the methodology written down: a name qualifies only when the rules are true, and the forecast model is never part of selection.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "AAPL"
  },
  "questions": {
    "leader": {
      "type": "yes_no",
      "ask": "roc(C, 63) > 10 and C >= 0.95 * max(H, 63)"
    },
    "three_month": {
      "type": "yes_no",
      "ask": "C > C[-63]"
    },
    "near_high": {
      "type": "yes_no",
      "ask": "C >= 0.98 * max(H, 252)"
    },
    "liquid": {
      "type": "yes_no",
      "ask": "avg(C * V, 20) > 100000000"
    }
  }
}

Response JSON (AAPL, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "leader": {
      "yes_no": 0.7996,
      "rule": "roc(C, 63) > 10 and C >= 0.95 * max(H, 63)",
      "basis": "rule"
    },
    "three_month": {
      "yes_no": 0.9442,
      "rule": "C > C[-63]",
      "basis": "rule"
    },
    "near_high": {
      "yes_no": 0.4962,
      "rule": "C >= 0.98 * max(H, 252)",
      "basis": "rule"
    },
    "liquid": {
      "yes_no": 0.9463,
      "rule": "avg(C * V, 20) > 100000000",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "AAPL",
    "as_of": "2026-10-30"
  }
}

avg max offset roc

Try it in the Playground

Index provider · example 2

Dividend growth index eligibility: KO, PG, JNJ

Check consecutive years of dividend growth and the absence of a cut for each constituent before the annual reconstitution.

ora-fin-0.1.13 symbols, one request each4 questions1 action

State3 symbols
Questions4 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`grow25`	English → rule	Has the stock grown its dividend for 25 years in a row?
`grow10`	rule	`years_of_growth >= 10` Ten years of dividend growth
`no_cut`	rule	`cut_last < 0.5` Did not cut its last dividend
`pays`	rule	`pays_dividend > 0.5` Pays a dividend

Answers

Symbol	`grow25`rule	`grow10`rule	`no_cut`rule	`pays`rule	Fired
`KO`	0.0683	0.9463	0.8591	0.8591	`review`
`PG`	0.9463	0.9463	0.8591	0.8591	none
`JNJ`	0.9463	0.9463	0.8591	0.8591	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.

grow25 < 0.4→Webhookmethodology-queue

KO 1 of 1 fired · dry run, nothing sent

reviewwould send (dry run)Webhook → methodology-queue

{
  "constituent": "KO",
  "as_of": "2026-10-30",
  "check": "dividend_growth_25y",
  "p_pass": 0.0683,
  "p_no_cut": 0.8591,
  "action": "committee_review"
}

PG 0 of 1 fired · dry run, nothing sent

JNJ 0 of 1 fired · dry run, nothing sent

What it means

Session of 2026-10-30, 3 symbols: Has the stock grown its dividend for 25 years in a row: true for PG, JNJ of 3. Ten years of dividend growth: true for KO, PG, JNJ of 3. Did not cut its last dividend: true for KO, PG, JNJ of 3. Pays a dividend: true for KO, PG, JNJ of 3. review fired for KO.

years_of_growth counts calendar-year totals, so an extra or missing payment can break a run; a failing name goes to the committee queue for a human decision, not straight out of the index.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "KO"
  },
  "questions": {
    "grow25": {
      "type": "yes_no",
      "instructions": "Has the stock grown its dividend for 25 years in a row?"
    },
    "grow10": {
      "type": "yes_no",
      "ask": "years_of_growth >= 10"
    },
    "no_cut": {
      "type": "yes_no",
      "ask": "cut_last < 0.5"
    },
    "pays": {
      "type": "yes_no",
      "ask": "pays_dividend > 0.5"
    }
  },
  "actions": [
    {
      "id": "review",
      "when": "grow25 < 0.4",
      "do": "webhook",
      "connection": "methodology-queue",
      "body": {
        "constituent": "{{symbol}}",
        "as_of": "{{as_of}}",
        "check": "dividend_growth_25y",
        "p_pass": "{{grow25}}",
        "p_no_cut": "{{no_cut}}",
        "action": "committee_review"
      }
    }
  ],
  "dry_run": true
}

Response JSON (KO, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "grow25": {
      "yes_no": 0.0683,
      "rule": "years_of_growth >= 25",
      "basis": "pattern"
    },
    "grow10": {
      "yes_no": 0.9463,
      "rule": "years_of_growth >= 10",
      "basis": "rule"
    },
    "no_cut": {
      "yes_no": 0.8591,
      "rule": "cut_last < 0.5",
      "basis": "rule"
    },
    "pays": {
      "yes_no": 0.8591,
      "rule": "pays_dividend > 0.5",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "KO",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "review",
      "fired": true,
      "status": "dry_run",
      "do": "webhook",
      "connection": "methodology-queue",
      "preview": {
        "body": {
          "constituent": "KO",
          "as_of": "2026-10-30",
          "check": "dividend_growth_25y",
          "p_pass": 0.0683,
          "p_no_cut": 0.8591,
          "action": "committee_review"
        }
      }
    }
  ]
}

cut_last pays_dividend years_of_growth

Try it in the Playground

Index provider · example 3

High-dividend index screen: XOM, VZ, MO, PM

Admit the highest trailing yields, but screen out names that just cut. Run the yield and cut rules on candidates.

ora-fin-0.1.14 symbols, one request each4 questions

State4 symbols
Questions4 asked
Answersreal, captured
Actionsnone

State

{"symbol":"XOM"} then VZ, MO, PM, one request each. The server fills in the latest completed session.

Questions

`yield3`	rule	`div_yield_ttm > 3` Yield above 3%
`cut`	English → rule	Did the stock cut its dividend last time?
`div2`	English → rule	Has the stock paid more than $2 per share in dividends over the past year?
`trend`	English → rule	Is the stock above its 200-day moving average?

Answers

Symbol	`yield3`rule	`cut`rule	`div2`rule	`trend`rule
`XOM`	0.0537	0.1409	0.9463	0.9463
`VZ`	0.9463	0.1409	0.9456	0.3448
`MO`	0.9463	0.1409	0.9463	0.9463
`PM`	0.355	0.1409	0.9463	0.9463

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: Yield above 3%: true for VZ, MO of 4. Did the stock cut its dividend last time: true for none of 4. Has the stock paid more than $2 per share in dividends over the past year: true for XOM, VZ, MO, PM of 4. Is the stock above its 200-day moving average: true for XOM, MO, PM of 4.

Yield above the threshold with no recent cut is eligible; a cut is the standard exclusion trigger in high-yield methodologies.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "XOM"
  },
  "questions": {
    "yield3": {
      "type": "yes_no",
      "ask": "div_yield_ttm > 3"
    },
    "cut": {
      "type": "yes_no",
      "instructions": "Did the stock cut its dividend last time?"
    },
    "div2": {
      "type": "yes_no",
      "instructions": "Has the stock paid more than $2 per share in dividends over the past year?"
    },
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    }
  }
}

Response JSON (XOM, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "yield3": {
      "yes_no": 0.0537,
      "rule": "div_yield_ttm > 3",
      "basis": "rule"
    },
    "cut": {
      "yes_no": 0.1409,
      "rule": "cut_last > 0.5",
      "basis": "pattern"
    },
    "div2": {
      "yes_no": 0.9463,
      "rule": "div_ttm > 2",
      "basis": "pattern"
    },
    "trend": {
      "yes_no": 0.9463,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    }
  },
  "context": {
    "symbol": "XOM",
    "as_of": "2026-10-30"
  }
}

cut_last div_ttm div_yield_ttm sma

Try it in the Playground

Index provider · example 4

Corporate-action flag: is an NVDA split recent or announced?

Splits change divisors and share counts. Flag any announced or recent split for the corporate-actions team.

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

`announced`	rule	`days_to_split <= 365` A split is announced
`recent`	English → rule	Has the stock split in the past three months?
`reverse`	rule	`reverse_split_last > 0.5` Last split was a reverse split
`multi`	rule	`splits_5y >= 2` Two or more splits in five years

Answers

Question	Answer	Reading
`announced` A split is announced	0.0537	false
`recent` Has the stock split in the past three months compiled to `days_since_split <= 91`	0.0537	false
`reverse` Last split was a reverse split	0.1409	false
`multi` Two or more splits in five years	0.1409	false

Actions

Rules on the answers decide what to send.

announced >= 0.6 or recent >= 0.6→Webhookcorporate-actions

else→Slackindex-ops

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

ca_ticketrule false: skipped

clearwould send (dry run)Slack → index-ops

{
  "text": "NVDA (2026-10-30): no split recent or announced."
}

What it means

For NVDA on the session of 2026-10-30: Not true: A split is announced; Has the stock split in the past three months; Last split was a reverse split; Two or more splits in five years. Fired: clear (Slack → index-ops).

A split recent or announced opens a ticket so the divisor adjustment is never missed; otherwise the ops channel logs a clear.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "NVDA"
  },
  "questions": {
    "announced": {
      "type": "yes_no",
      "ask": "days_to_split <= 365"
    },
    "recent": {
      "type": "yes_no",
      "instructions": "Has the stock split in the past three months?"
    },
    "reverse": {
      "type": "yes_no",
      "ask": "reverse_split_last > 0.5"
    },
    "multi": {
      "type": "yes_no",
      "ask": "splits_5y >= 2"
    }
  },
  "actions": [
    {
      "id": "ca_ticket",
      "when": "announced >= 0.6 or recent >= 0.6",
      "do": "webhook",
      "connection": "corporate-actions",
      "body": {
        "symbol": "{{symbol}}",
        "as_of": "{{as_of}}",
        "event": "split",
        "p_announced": "{{announced}}",
        "p_recent": "{{recent}}",
        "task": "adjust_divisor_and_shares"
      }
    },
    {
      "id": "clear",
      "when": "else",
      "do": "slack",
      "connection": "index-ops",
      "message": "{{symbol}} ({{as_of}}): no split recent or announced."
    }
  ],
  "dry_run": true
}

Response JSON (NVDA, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "announced": {
      "yes_no": 0.0537,
      "rule": "days_to_split <= 365",
      "basis": "rule"
    },
    "recent": {
      "yes_no": 0.0537,
      "rule": "days_since_split <= 91",
      "basis": "pattern"
    },
    "reverse": {
      "yes_no": 0.1409,
      "rule": "reverse_split_last > 0.5",
      "basis": "rule"
    },
    "multi": {
      "yes_no": 0.1409,
      "rule": "splits_5y >= 2",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "NVDA",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "ca_ticket",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "clear",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "index-ops",
      "preview": {
        "text": "NVDA (2026-10-30): no split recent or announced."
      }
    }
  ]
}

days_since_split days_to_split reverse_split_last splits_5y

Try it in the Playground

Index provider · example 5

Rebalance week: does JPM report in the next 10 days?

A rebalance trade into a name that reports days later adds event risk for trackers. Check a large constituent's earnings timing against the rebalance date.

ora-fin-0.1.1JPM4 questions

StateJPM
Questions4 asked
Answersreal, captured
Actionsnone

State

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

Questions

`earn10`	rule	`days_to_earnings <= 10` Reports earnings within 10 days
`bmo`	English → rule	Does the stock report before the market opens next time?
`recent`	rule	`days_since_earnings <= 5` Reported in the last 5 days
`big_react`	rule	`abs(last_earnings_move) > 5` Last earnings move bigger than 5%

Answers

Question	Answer	Reading
`earn10` Reports earnings within 10 days	0.0537	false
`bmo` Does the stock report before the market opens next time compiled to `next_report_bmo > 0.5`	0.8591	true
`recent` Reported in the last 5 days	0.0537	false
`big_react` Last earnings move bigger than 5%	0.0664	false

What it means

For JPM on the session of 2026-10-30: True now: Does the stock report before the market opens next time. Not true: Reports earnings within 10 days; Reported in the last 5 days; Last earnings move bigger than 5%.

This informs the rebalance notice to licensees; the index rules do not change, the communication does.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "JPM"
  },
  "questions": {
    "earn10": {
      "type": "yes_no",
      "ask": "days_to_earnings <= 10"
    },
    "bmo": {
      "type": "yes_no",
      "instructions": "Does the stock report before the market opens next time?"
    },
    "recent": {
      "type": "yes_no",
      "ask": "days_since_earnings <= 5"
    },
    "big_react": {
      "type": "yes_no",
      "ask": "abs(last_earnings_move) > 5"
    }
  }
}

Response JSON (JPM, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "earn10": {
      "yes_no": 0.0537,
      "rule": "days_to_earnings <= 10",
      "basis": "rule"
    },
    "bmo": {
      "yes_no": 0.8591,
      "rule": "next_report_bmo > 0.5",
      "basis": "pattern"
    },
    "recent": {
      "yes_no": 0.0537,
      "rule": "days_since_earnings <= 5",
      "basis": "rule"
    },
    "big_react": {
      "yes_no": 0.0664,
      "rule": "abs(last_earnings_move) > 5",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "JPM",
    "as_of": "2026-10-30"
  }
}

abs days_since_earnings days_to_earnings last_earnings_move next_report_bmo

Try it in the Playground

Index provider · example 6

Low-volatility index screen: does PG qualify?

Select the calmest names by realized volatility and ATR, written as exact rules, and test one candidate.

ora-fin-0.1.1PG4 questions

StatePG
Questions4 asked
Answersreal, captured
Actionsnone

State

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

Questions

`hv_low`	English → rule	Is 20-day historical volatility below 20%?
`atr_low`	English → rule	Is the 14-day ATR less than 2% of the price?
`std`	rule	`std(log(C / C[-1]), 60) * sqrt(252) < 0.2` 60-day realized volatility under 20%, annualized
`vol_rise`	forecast	Will volatility rise over the next 5 days? Volatility rising over 5 days

Answers

Question	Answer	Reading
`hv_low` Is 20-day historical volatility below 20% compiled to `std(log(C / C[-1]), 20) * sqrt(20 / 19) * sqrt(252) < 0.2`	0.0873	false
`atr_low` Is the 14-day ATR less than 2% of the price compiled to `atr(14) / C < 0.02`	0.7818	true
`std` 60-day realized volatility under 20%, annualized	0.6133	true
`vol_rise` Volatility rising over 5 days	0.208	21% · unlikely

What it means

For PG on the session of 2026-10-30: True now: Is the 14-day ATR less than 2% of the price; 60-day realized volatility under 20%, annualized. Not true: Is 20-day historical volatility below 20%. Forecasts: Volatility rising over 5 days 21%.

Selection uses the three exact volatility rules; the forecast is shown to licensees as context only.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "PG"
  },
  "questions": {
    "hv_low": {
      "type": "yes_no",
      "instructions": "Is 20-day historical volatility below 20%?"
    },
    "atr_low": {
      "type": "yes_no",
      "instructions": "Is the 14-day ATR less than 2% of the price?"
    },
    "std": {
      "type": "yes_no",
      "ask": "std(log(C / C[-1]), 60) * sqrt(252) < 0.2"
    },
    "vol_rise": {
      "type": "yes_no",
      "instructions": "Will volatility rise over the next 5 days?"
    }
  }
}

Response JSON (PG, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "hv_low": {
      "yes_no": 0.0873,
      "rule": "std(log(C / C[-1]), 20) * sqrt(20 / 19) * sqrt(252) < 0.2",
      "basis": "pattern"
    },
    "atr_low": {
      "yes_no": 0.7818,
      "rule": "atr(14) / C < 0.02",
      "basis": "pattern"
    },
    "std": {
      "yes_no": 0.6133,
      "rule": "std(log(C / C[-1]), 60) * sqrt(252) < 0.2",
      "basis": "rule"
    },
    "vol_rise": {
      "yes_no": 0.208
    }
  },
  "context": {
    "symbol": "PG",
    "as_of": "2026-10-30"
  }
}

atr log offset sqrt std

Try it in the Playground

Index provider · example 7

Trend-following index: SPY risk-on or risk-off this month?

A trend index holds equities above the 200-day and moves to bills below it. Compute the switch exactly, and log it.

ora-fin-0.1.1SPY5 questions3 actions

StateSPY
Questions5 asked
Answersreal, captured
Actions3 rules · dry run

State

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

Questions

`risk_on`	English → rule	Is the stock above its 200-day moving average?
`cross_dn`	rule	`crossdown(C, sma(C, 200))` Crossed below the 200-day today
`cross_up`	rule	`crossup(C, sma(C, 200))` Crossed above the 200-day today
`drawdown`	rule	`C < 0.8 * max(H, 252)` More than 20% off the 52-week high
`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
`risk_on` Is the stock above its 200-day moving average compiled to `C > sma(C, 200)`	0.9451	true
`cross_dn` Crossed below the 200-day today	0.05	false
`cross_up` Crossed above the 200-day today	0.05	false
`drawdown` More than 20% off the 52-week high	0.0537	false
`drop5` A 5% drawdown within a month	0.203	20% · unlikely

Actions

Rules on the answers decide what to send.

cross_dn >= 0.6→Webhookindex-calc

cross_up >= 0.6→Webhookindex-calc

else→Slackindex-ops

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

switch_offrule false: skipped

switch_onrule false: skipped

holdwould send (dry run)Slack → index-ops

{
  "text": "SPY (2026-10-30): no 200-day cross; trend index holds (above the 200-day 95%)."
}

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: Crossed below the 200-day today; Crossed above the 200-day today; More than 20% off the 52-week high. Forecasts: A 5% drawdown within a month 20%. Fired: hold (Slack → index-ops).

Only a cross changes the index state; every other day the calculation agent gets a hold message for the audit trail.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "SPY"
  },
  "questions": {
    "risk_on": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "cross_dn": {
      "type": "yes_no",
      "ask": "crossdown(C, sma(C, 200))"
    },
    "cross_up": {
      "type": "yes_no",
      "ask": "crossup(C, sma(C, 200))"
    },
    "drawdown": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "switch_off",
      "when": "cross_dn >= 0.6",
      "do": "webhook",
      "connection": "index-calc",
      "body": {
        "index": "trend-us-large",
        "signal": "risk_off",
        "underlying": "{{symbol}}",
        "as_of": "{{as_of}}",
        "p_cross": "{{cross_dn}}"
      }
    },
    {
      "id": "switch_on",
      "when": "cross_up >= 0.6",
      "do": "webhook",
      "connection": "index-calc",
      "body": {
        "index": "trend-us-large",
        "signal": "risk_on",
        "underlying": "{{symbol}}",
        "as_of": "{{as_of}}",
        "p_cross": "{{cross_up}}"
      }
    },
    {
      "id": "hold",
      "when": "else",
      "do": "slack",
      "connection": "index-ops",
      "message": "{{symbol}} ({{as_of}}): no 200-day cross; trend index holds (above the 200-day {{risk_on|pct}})."
    }
  ],
  "dry_run": true
}

Response JSON (SPY, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "risk_on": {
      "yes_no": 0.9451,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "cross_dn": {
      "yes_no": 0.05,
      "rule": "crossdown(C, sma(C, 200))",
      "basis": "rule"
    },
    "cross_up": {
      "yes_no": 0.05,
      "rule": "crossup(C, sma(C, 200))",
      "basis": "rule"
    },
    "drawdown": {
      "yes_no": 0.0537,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.203
    }
  },
  "context": {
    "symbol": "SPY",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "switch_off",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "switch_on",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "hold",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "index-ops",
      "preview": {
        "text": "SPY (2026-10-30): no 200-day cross; trend index holds (above the 200-day 95%)."
      }
    }
  ]
}

crossdown crossup max sma

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Index provider · example 8

RSP vs SPY: is the equal-weight index keeping up?

Monitor breadth by comparing the equal-weight and cap-weight S&P funds on the same rules for the monthly index commentary.

ora-fin-0.1.12 symbols, one request each5 questions

State2 symbols
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`roc`	rule	`roc(C, 20) > 5` Up more than 5% in 20 sessions
`mean`	rule	`C > mean(C, 100)` Above its 100-day mean
`rsi50`	rule	`rsi(C, 14) > 50` RSI above 50
`beat_spy`	forecast	Will it beat SPY over the next month? Beating SPY over a month

Answers

Symbol	`trend`rule	`roc`rule	`mean`rule	`rsi50`rule	`beat_spy`forecast
`RSP`	0.7858	0.3398	0.7606	0.8288	0.446
`SPY`	0.1128	0.0537	0.3575	0.0919	0.514

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

What it means

Session of 2026-10-30, 2 symbols: Above the 50-day average: true for RSP of 2. Up more than 5% in 20 sessions: true for none of 2. Above its 100-day mean: true for RSP of 2. RSI above 50: true for RSP of 2. Highest odds for “Beating SPY over a month”: SPY at 51%.

When equal weight fails the trend rules while cap weight passes, the commentary describes a narrow market.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "RSP"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "roc": {
      "type": "yes_no",
      "ask": "roc(C, 20) > 5"
    },
    "mean": {
      "type": "yes_no",
      "ask": "C > mean(C, 100)"
    },
    "rsi50": {
      "type": "yes_no",
      "ask": "rsi(C, 14) > 50"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  }
}

Response JSON (RSP, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.7858,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "roc": {
      "yes_no": 0.3398,
      "rule": "roc(C, 20) > 5",
      "basis": "rule"
    },
    "mean": {
      "yes_no": 0.7606,
      "rule": "C > mean(C, 100)",
      "basis": "rule"
    },
    "rsi50": {
      "yes_no": 0.8288,
      "rule": "rsi(C, 14) > 50",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.446
    }
  },
  "context": {
    "symbol": "RSP",
    "as_of": "2026-10-30"
  }
}

mean roc rsi sma

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Index provider · example 9

Liquidity eligibility: does SMCI trade enough for the index?

Index rules require minimum traded value. Check average and median dollar volume for a small-cap candidate.

ora-fin-0.1.1SMCI4 questions2 actions

StateSMCI
Questions4 asked
Answersreal, captured
Actions2 rules · dry run

State

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

Questions

`liquid50`	English → rule	Does the stock trade more than $50 million a day on average?
`liquid100`	rule	`avg(C * V, 20) > 100000000` Trades more than $100 million a day
`median`	rule	`median(C * V, 20) > 50000000` Median daily traded value over 20 days above $50 million
`vol_dry`	rule	`V < 0.6 * avg(V, 20)` Volume under 60% of normal

Answers

Question	Answer	Reading
`liquid50` Does the stock trade more than $50 million a day on average compiled to `avg(C * V, 20) > 50000000`	0.9463	true
`liquid100` Trades more than $100 million a day	0.9463	true
`median` Median daily traded value over 20 days above $50 million	0.9463	true
`vol_dry` Volume under 60% of normal	0.1739	false

Actions

Rules on the answers decide what to send.

liquid50 < 0.4 or median < 0.4→Webhookmethodology-queue

else→Slackindex-ops

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

fail_liquidityrule false: skipped

passwould send (dry run)Slack → index-ops

{
  "text": "SMCI (2026-10-30) passes liquidity (average 95%, median 95%)."
}

What it means

For SMCI on the session of 2026-10-30: True now: Does the stock trade more than $50 million a day on average; Trades more than $100 million a day; Median daily traded value over 20 days above $50 million. Not true: Volume under 60% of normal. Fired: pass (Slack → index-ops).

Average and median traded value together guard against one heavy day making a thin name look liquid.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "SMCI"
  },
  "questions": {
    "liquid50": {
      "type": "yes_no",
      "instructions": "Does the stock trade more than $50 million a day on average?"
    },
    "liquid100": {
      "type": "yes_no",
      "ask": "avg(C * V, 20) > 100000000"
    },
    "median": {
      "type": "yes_no",
      "ask": "median(C * V, 20) > 50000000"
    },
    "vol_dry": {
      "type": "yes_no",
      "ask": "V < 0.6 * avg(V, 20)"
    }
  },
  "actions": [
    {
      "id": "fail_liquidity",
      "when": "liquid50 < 0.4 or median < 0.4",
      "do": "webhook",
      "connection": "methodology-queue",
      "body": {
        "candidate": "{{symbol}}",
        "as_of": "{{as_of}}",
        "rule": "min_traded_value_50m",
        "p_avg": "{{liquid50}}",
        "p_median": "{{median}}",
        "proposed": "ineligible"
      }
    },
    {
      "id": "pass",
      "when": "else",
      "do": "slack",
      "connection": "index-ops",
      "message": "{{symbol}} ({{as_of}}) passes liquidity (average {{liquid50|pct}}, median {{median|pct}})."
    }
  ],
  "dry_run": true
}

Response JSON (SMCI, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "liquid50": {
      "yes_no": 0.9463,
      "rule": "avg(C * V, 20) > 50000000",
      "basis": "pattern"
    },
    "liquid100": {
      "yes_no": 0.9463,
      "rule": "avg(C * V, 20) > 100000000",
      "basis": "rule"
    },
    "median": {
      "yes_no": 0.9463,
      "rule": "median(C * V, 20) > 50000000",
      "basis": "rule"
    },
    "vol_dry": {
      "yes_no": 0.1739,
      "rule": "V < 0.6 * avg(V, 20)",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "SMCI",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "fail_liquidity",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "pass",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "index-ops",
      "preview": {
        "text": "SMCI (2026-10-30) passes liquidity (average 95%, median 95%)."
      }
    }
  ]
}

avg median

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Index provider · example 10

Earnings-quality index screen on MSFT, COST, LLY

A quality index admits names with a record of beating estimates and growing EPS. Run the fact rules on candidates.

ora-fin-0.1.13 symbols, one request each5 questions

State3 symbols
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`beats`	English → rule	Has the stock beaten EPS estimates in at least 3 of the last 4 quarters?
`eps_g`	rule	`eps_growth_yoy > 10` EPS up more than 10% on the year
`rev_g`	English → rule	Did revenue grow more than 5% year over year?
`pos`	English → rule	Was EPS positive last quarter?
`miss`	English → rule	Has the stock missed EPS estimates in any of the last 4 quarters?

Answers

Symbol	`beats`rule	`eps_g`rule	`rev_g`rule	`pos`rule	`miss`rule
`MSFT`	0.8591	0.8327	0.9463	0.9463	0.1409
`COST`	0.55	0.9463	0.9463	0.9463	0.55
`LLY`	0.8591	0.0537	0.9463	0.9463	0.1409

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: Has the stock beaten EPS estimates in at least 3 of the last 4 quarters: true for MSFT, LLY of 3. EPS up more than 10% on the year: true for MSFT, COST of 3. Did revenue grow more than 5% year over year: true for MSFT, COST, LLY of 3. Was EPS positive last quarter: true for MSFT, COST, LLY of 3.

All facts come from the earnings record as known on each report's reaction session, so the screen has no look-ahead.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "MSFT"
  },
  "questions": {
    "beats": {
      "type": "yes_no",
      "instructions": "Has the stock beaten EPS estimates in at least 3 of the last 4 quarters?"
    },
    "eps_g": {
      "type": "yes_no",
      "ask": "eps_growth_yoy > 10"
    },
    "rev_g": {
      "type": "yes_no",
      "instructions": "Did revenue grow more than 5% year over year?"
    },
    "pos": {
      "type": "yes_no",
      "instructions": "Was EPS positive last quarter?"
    },
    "miss": {
      "type": "yes_no",
      "instructions": "Has the stock missed EPS estimates in any of the last 4 quarters?"
    }
  }
}

Response JSON (MSFT, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "beats": {
      "yes_no": 0.8591,
      "rule": "beats_last4 >= 3",
      "basis": "pattern"
    },
    "eps_g": {
      "yes_no": 0.8327,
      "rule": "eps_growth_yoy > 10",
      "basis": "rule"
    },
    "rev_g": {
      "yes_no": 0.9463,
      "rule": "revenue_growth_yoy > 5",
      "basis": "pattern"
    },
    "pos": {
      "yes_no": 0.9463,
      "rule": "last_eps > 0",
      "basis": "pattern"
    },
    "miss": {
      "yes_no": 0.1409,
      "rule": "misses_last4 >= 1",
      "basis": "pattern"
    }
  },
  "context": {
    "symbol": "MSFT",
    "as_of": "2026-10-30"
  }
}

beats_last4 eps_growth_yoy last_eps misses_last4 revenue_growth_yoy

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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: ETF issuer, 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

Buy side

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Corporates

Builders

Institutions

Momentum index selection screen on AAPL, NVDA, LLY

State

Questions

Answers

What it means

Dividend growth index eligibility: KO, PG, JNJ

State

Questions

Answers

Actions

What it means

High-dividend index screen: XOM, VZ, MO, PM

State

Questions

Answers

What it means

Corporate-action flag: is an NVDA split recent or announced?

State

Questions

Answers

Actions

What it means

Rebalance week: does JPM report in the next 10 days?

State

Questions

Answers

What it means

Low-volatility index screen: does PG qualify?

State

Questions

Answers

What it means

Trend-following index: SPY risk-on or risk-off this month?

State

Questions

Answers

Actions

What it means

RSP vs SPY: is the equal-weight index keeping up?

State

Questions

Answers

What it means

Liquidity eligibility: does SMCI trade enough for the index?

State

Questions

Answers

Actions

What it means

Earnings-quality index screen on MSFT, COST, LLY

State

Questions

Answers

What it means