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 11–20 of 20 · page 2 of 2

Index provider · example 11

Reverse-split screen: should AAL be excluded?

Some methodologies exclude names after a reverse split. Check a candidate for one in the past year.

ora-fin-0.1.1AAL4 questions1 action

StateAAL
Questions4 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`rev1y`	English → rule	Has the stock done a reverse split in the past year?
`rev_last`	English → rule	Was the last split a reverse split?
`bear`	English → rule	Is the stock in bear-market territory, more than 20% below its 52-week high?
`drawdown`	rule	`C < 0.8 * max(H, 252)` More than 20% off the 52-week high

Answers

Question	Answer	Reading
`rev1y` Has the stock done a reverse split in the past year compiled to `days_since_reverse_split <= 365`	0.0537	false
`rev_last` Was the last split a reverse split compiled to `reverse_split_last > 0.5`	0.50	not known
`bear` Is the stock in bear-market territory, more than 20% below its 52-week high compiled to `C < 0.8 * max(H, 252)`	0.9447	true
`drawdown` More than 20% off the 52-week high	0.9447	true

Actions

Rules on the answers decide what to send.

rev1y >= 0.6→Webhookmethodology-queue

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

excluderule false: skipped

What it means

For AAL on the session of 2026-10-30: True now: Is the stock in bear-market territory, more than 20% below its 52-week high; More than 20% off the 52-week high. Not true: Has the stock done a reverse split in the past year. Not known (no data on record): Was the last split a reverse split. No action fired: every rule was false.

A reverse split in the past year is proposed for exclusion at the next review; the committee confirms.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "AAL"
  },
  "questions": {
    "rev1y": {
      "type": "yes_no",
      "instructions": "Has the stock done a reverse split in the past year?"
    },
    "rev_last": {
      "type": "yes_no",
      "instructions": "Was the last split a reverse split?"
    },
    "bear": {
      "type": "yes_no",
      "instructions": "Is the stock in bear-market territory, more than 20% below its 52-week high?"
    },
    "drawdown": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    }
  },
  "actions": [
    {
      "id": "exclude",
      "when": "rev1y >= 0.6",
      "do": "webhook",
      "connection": "methodology-queue",
      "body": {
        "symbol": "{{symbol}}",
        "as_of": "{{as_of}}",
        "rule": "reverse_split_12m",
        "p": "{{rev1y}}",
        "proposed": "exclude_at_next_review"
      }
    }
  ],
  "dry_run": true
}

Response JSON (AAL, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "rev1y": {
      "yes_no": 0.0537,
      "rule": "days_since_reverse_split <= 365",
      "basis": "pattern"
    },
    "rev_last": {
      "yes_no": 0.5,
      "rule": "reverse_split_last > 0.5",
      "basis": "pattern"
    },
    "bear": {
      "yes_no": 0.9447,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "pattern"
    },
    "drawdown": {
      "yes_no": 0.9447,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "AAL",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "exclude",
      "fired": false,
      "status": "skipped"
    }
  ]
}

days_since_reverse_split max reverse_split_last

Try it in the Playground

Index provider · example 12

Daily sector breadth for the index newsletter

After every close, check each sector fund against its 50-day and post the count to the newsletter tool.

ora-fin-0.1.13 symbols, one request each3 questions1 actionworkflow · Mon–Fri at 17:00 ET

ScheduleMon–Fri at 17:00 ET
State3 symbols
Questions3 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`above_50d`	rule	`C > sma(C, 50)` Above the 50-day average
`above_200d`	English → rule	Is the stock above its 200-day moving average?
`new_high`	English → rule	Did the stock make a new 20-day high today?

Answers

Symbol	`above_50d`rule	`above_200d`rule	`new_high`rule	Fired
`XLK`	0.0776	0.92	0.0537	`row`
`XLF`	0.6692	0.919	0.4864	`row`
`XLE`	0.9432	0.9463	0.6226	`row`

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

Actions

Rules on the answers decide what to send. Each symbol runs its own request, so each one can fire.

above_50d >= 0→Webhooknewsletter-zapier

XLK 1 of 1 fired · dry run, nothing sent

rowwould send (dry run)Webhook → newsletter-zapier

{
  "sector": "XLK",
  "as_of": "2026-10-30",
  "above_50d": 0.0776,
  "above_200d": 0.92,
  "new_20d_high": 0.0537
}

XLF 1 of 1 fired · dry run, nothing sent

rowwould send (dry run)Webhook → newsletter-zapier

{
  "sector": "XLF",
  "as_of": "2026-10-30",
  "above_50d": 0.6692,
  "above_200d": 0.919,
  "new_20d_high": 0.4864
}

XLE 1 of 1 fired · dry run, nothing sent

rowwould send (dry run)Webhook → newsletter-zapier

{
  "sector": "XLE",
  "as_of": "2026-10-30",
  "above_50d": 0.9432,
  "above_200d": 0.9463,
  "new_20d_high": 0.6226
}

What it means

Session of 2026-10-30, 3 symbols: Above the 50-day average: true for XLF, XLE of 3. Is the stock above its 200-day moving average: true for XLK, XLF, XLE of 3. Did the stock make a new 20-day high today: true for XLE of 3. row fired for XLK, XLF, XLE.

Each sector posts a row, and the newsletter counts how many are above their averages; the rows are facts only.

As a scheduled workflow (Mon–Fri at 17:00 ET)

Create it under Workflows in the console: it runs these questions for every symbol on the schedule and fires the actions per symbol. The answers above are what one run returned.

{
  "name": "Daily sector breadth for the index newsletter",
  "symbols": "XLK XLF XLE",
  "days": [
    1,
    2,
    3,
    4,
    5
  ],
  "at_time": "17:00",
  "model": "ora-fin-0.1.1",
  "questions": {
    "above_50d": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "above_200d": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "new_high": {
      "type": "yes_no",
      "instructions": "Did the stock make a new 20-day high today?"
    }
  },
  "actions": [
    {
      "id": "row",
      "when": "above_50d >= 0",
      "do": "webhook",
      "connection": "newsletter-zapier",
      "body": {
        "sector": "{{symbol}}",
        "as_of": "{{as_of}}",
        "above_50d": "{{above_50d}}",
        "above_200d": "{{above_200d}}",
        "new_20d_high": "{{new_high}}"
      }
    }
  ]
}

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "XLK"
  },
  "questions": {
    "above_50d": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "above_200d": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "new_high": {
      "type": "yes_no",
      "instructions": "Did the stock make a new 20-day high today?"
    }
  },
  "actions": [
    {
      "id": "row",
      "when": "above_50d >= 0",
      "do": "webhook",
      "connection": "newsletter-zapier",
      "body": {
        "sector": "{{symbol}}",
        "as_of": "{{as_of}}",
        "above_50d": "{{above_50d}}",
        "above_200d": "{{above_200d}}",
        "new_20d_high": "{{new_high}}"
      }
    }
  ],
  "dry_run": true
}

Response JSON (XLK, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "above_50d": {
      "yes_no": 0.0776,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "above_200d": {
      "yes_no": 0.92,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "new_high": {
      "yes_no": 0.0537,
      "rule": "H > highest(H, 20)",
      "basis": "pattern"
    }
  },
  "context": {
    "symbol": "XLK",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "row",
      "fired": true,
      "status": "dry_run",
      "do": "webhook",
      "connection": "newsletter-zapier",
      "preview": {
        "body": {
          "sector": "XLK",
          "as_of": "2026-10-30",
          "above_50d": 0.0776,
          "above_200d": 0.92,
          "new_20d_high": 0.0537
        }
      }
    }
  ]
}

highest sma

Try it in the Playground

Index provider · example 13

QQQ: gap and outside-day review for index calculators

Big gap or outside days stress index-tracking products. Flag them for the calculation team's daily review.

ora-fin-0.1.1QQQ5 questions

StateQQQ
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`outside`	rule	`outside_bar()` outside bar candle: Today's high above yesterday's and low below it.
`inside`	rule	`inside_bar()` inside bar candle: Today's high and low are inside yesterday's (equal counts).
`gap`	rule	`abs(O - C[-1]) > 0.5 * ref(atr(14), -1)` Gap bigger than half an ATR
`tr`	rule	`tr() > 1.5 * ref(atr(14), -1)` True range 1.5× yesterday's ATR
`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
`outside` outside bar candle: Today's high above yesterday's and low below it.	0.0537	false
`inside` inside bar candle: Today's high and low are inside yesterday's (equal counts).	0.0537	false
`gap` Gap bigger than half an ATR	0.9463	true
`tr` True range 1.5× yesterday's ATR	0.9434	true
`big_move` A big move either way in 5 days	0.355	36% · unlikely

What it means

For QQQ on the session of 2026-10-30: True now: Gap bigger than half an ATR; True range 1.5× yesterday's ATR. Not true: outside bar candle: Today's high above yesterday's and low below it.; inside bar candle: Today's high and low are inside yesterday's (equal counts).. Forecasts: A big move either way in 5 days 36%.

An outside day with a wide true range is the day tracking differences tend to appear; the review checks those first.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "QQQ"
  },
  "questions": {
    "outside": {
      "type": "yes_no",
      "ask": "outside_bar()"
    },
    "inside": {
      "type": "yes_no",
      "ask": "inside_bar()"
    },
    "gap": {
      "type": "yes_no",
      "ask": "abs(O - C[-1]) > 0.5 * ref(atr(14), -1)"
    },
    "tr": {
      "type": "yes_no",
      "ask": "tr() > 1.5 * ref(atr(14), -1)"
    },
    "big_move": {
      "type": "yes_no",
      "instructions": "Will there be a big move in either direction in the next 5 days?"
    }
  }
}

Response JSON (QQQ, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "outside": {
      "yes_no": 0.0537,
      "rule": "outside_bar()",
      "basis": "rule"
    },
    "inside": {
      "yes_no": 0.0537,
      "rule": "inside_bar()",
      "basis": "rule"
    },
    "gap": {
      "yes_no": 0.9463,
      "rule": "abs(O - C[-1]) > 0.5 * ref(atr(14), -1)",
      "basis": "rule"
    },
    "tr": {
      "yes_no": 0.9434,
      "rule": "tr() > 1.5 * ref(atr(14), -1)",
      "basis": "rule"
    },
    "big_move": {
      "yes_no": 0.355
    }
  },
  "context": {
    "symbol": "QQQ",
    "as_of": "2026-10-30"
  }
}

abs atr inside_bar offset outside_bar ref tr

Try it in the Playground

Index provider · example 14

Value factor index: is INTC basing after its drawdown?

A value-tilt index wants beaten-down names that have stopped falling. Check whether a name off its highs is forming a base.

ora-fin-0.1.1INTC5 questions

StateINTC
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`off_high`	rule	`C < 0.8 * max(H, 252)` More than 20% off the 52-week high
`base`	rule	`(max(H, 10) - min(L, 10)) / C < 0.05` A tight 10-day base (under 5% of price)
`low_bars`	rule	`lowestbars(L, 20) >= 10` The 20-day low is at least ten sessions old
`higher_low`	rule	`min(L, 5) > ref(min(L, 5), -5)` This week's low is above last week's
`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
`off_high` More than 20% off the 52-week high	0.9463	true
`base` A tight 10-day base (under 5% of price)	0.0537	false
`low_bars` The 20-day low is at least ten sessions old	0.0946	false
`higher_low` This week's low is above last week's	0.0598	false
`rally5` A 5% rally within a month	0.871	87% · likely

What it means

For INTC on the session of 2026-10-30: True now: More than 20% off the 52-week high. Not true: A tight 10-day base (under 5% of price); The 20-day low is at least ten sessions old; This week's low is above last week's. Forecasts: A 5% rally within a month 87%.

A deep drawdown plus an old low and a higher weekly low describes a base; that makes it a candidate for the research sleeve, not an index rule change.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "INTC"
  },
  "questions": {
    "off_high": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "base": {
      "type": "yes_no",
      "ask": "(max(H, 10) - min(L, 10)) / C < 0.05"
    },
    "low_bars": {
      "type": "yes_no",
      "ask": "lowestbars(L, 20) >= 10"
    },
    "higher_low": {
      "type": "yes_no",
      "ask": "min(L, 5) > ref(min(L, 5), -5)"
    },
    "rally5": {
      "type": "yes_no",
      "instructions": "Will it rally at least 5% at some point in the next month?"
    }
  }
}

Response JSON (INTC, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "off_high": {
      "yes_no": 0.9463,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "base": {
      "yes_no": 0.0537,
      "rule": "(max(H, 10) - min(L, 10)) / C < 0.05",
      "basis": "rule"
    },
    "low_bars": {
      "yes_no": 0.0946,
      "rule": "lowestbars(L, 20) >= 10",
      "basis": "rule"
    },
    "higher_low": {
      "yes_no": 0.0598,
      "rule": "min(L, 5) > ref(min(L, 5), -5)",
      "basis": "rule"
    },
    "rally5": {
      "yes_no": 0.871
    }
  },
  "context": {
    "symbol": "INTC",
    "as_of": "2026-10-30"
  }
}

lowestbars max min ref

Try it in the Playground

Index provider · example 15

Rebalance bands: has IWM drifted far from SPY?

A blended index rebalances when small caps drift from large caps. Check the relative move between rebalances.

ora-fin-0.1.12 symbols, one request each4 questions

State2 symbols
Questions4 asked
Answersreal, captured
Actionsnone

State

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

Questions

`roc63`	rule	`roc(C, 63) > 5` Up more than 5% over three months
`roc63_dn`	rule	`roc(C, 63) < -5` Down more than 5% over three months
`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`beat_spy`	forecast	Will it beat SPY over the next month? Beating SPY over a month

Answers

Symbol	`roc63`rule	`roc63_dn`rule	`trend`rule	`beat_spy`forecast
`IWM`	0.0688	0.5846	0.2176	0.459
`SPY`	0.0537	0.0537	0.1128	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: Up more than 5% over three months: true for none of 2. Down more than 5% over three months: true for none of 2. Above the 50-day average: true for none of 2. Highest odds for “Beating SPY over a month”: SPY at 51%.

If one leg rose more than the band and the other did not, the quarterly rebalance will be larger; the team pre-announces it.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "IWM"
  },
  "questions": {
    "roc63": {
      "type": "yes_no",
      "ask": "roc(C, 63) > 5"
    },
    "roc63_dn": {
      "type": "yes_no",
      "ask": "roc(C, 63) < -5"
    },
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  }
}

Response JSON (IWM, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "roc63": {
      "yes_no": 0.0688,
      "rule": "roc(C, 63) > 5",
      "basis": "rule"
    },
    "roc63_dn": {
      "yes_no": 0.5846,
      "rule": "roc(C, 63) < -5",
      "basis": "rule"
    },
    "trend": {
      "yes_no": 0.2176,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.459
    }
  },
  "context": {
    "symbol": "IWM",
    "as_of": "2026-10-30"
  }
}

roc sma

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Index provider · example 16

Research index: which reversal candles is XOM printing today?

Researching a candlestick-signal index: test which reversal patterns are present today on a liquid name.

ora-fin-0.1.1XOM6 questions

StateXOM
Questions6 asked
Answersreal, captured
Actionsnone

State

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

Questions

`hammer`	rule	`hammer()` hammer candle: Lower wick at least twice the body, upper wick at most 10% of the range, closing below the close five bars back.
`inv_hammer`	rule	`inverted_hammer()` inverted hammer candle: Shooting-star shape after a five-bar decline.
`dragonfly`	rule	`dragonfly_doji()` dragonfly doji candle: Doji with a long lower wick (60%+ of the range) and almost no upper wick.
`gravestone`	rule	`gravestone_doji()` gravestone doji candle: Doji with a long upper wick and almost no lower wick.
`marubozu`	rule	`marubozu()` marubozu candle: Body at least 90% of the range: almost no wicks.
`tweezer_top`	rule	`tweezer_top()` tweezer top candle: Green then red, with highs within 0.1%.

Answers

Question	Answer	Reading
`hammer` hammer candle: Lower wick at least twice the body, upper wick at most 10% of the range, closing below the close five bars back.	0.0971	false
`inv_hammer` inverted hammer candle: Shooting-star shape after a five-bar decline.	0.1089	false
`dragonfly` dragonfly doji candle: Doji with a long lower wick (60%+ of the range) and almost no upper wick.	0.0971	false
`gravestone` gravestone doji candle: Doji with a long upper wick and almost no lower wick.	0.1089	false
`marubozu` marubozu candle: Body at least 90% of the range: almost no wicks.	0.057	false
`tweezer_top` tweezer top candle: Green then red, with highs within 0.1%.	0.0537	false

What it means

For XOM on the session of 2026-10-30: Not true: hammer candle: Lower wick at least twice the body, upper wick at most 10% of the range, closing below the close five bars back.; inverted hammer candle: Shooting-star shape after a five-bar decline.; dragonfly doji candle: Doji with a long lower wick (60%+ of the range) and almost no upper wick.; gravestone doji candle: Doji with a long upper wick and almost no lower wick.; marubozu candle: Body at least 90% of the range: almost no wicks.; tweezer top candle: Green then red, with highs within 0.1%..

Each pattern is an exact definition, so the research team can count signals over time and test them before any index uses one.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "XOM"
  },
  "questions": {
    "hammer": {
      "type": "yes_no",
      "ask": "hammer()"
    },
    "inv_hammer": {
      "type": "yes_no",
      "ask": "inverted_hammer()"
    },
    "dragonfly": {
      "type": "yes_no",
      "ask": "dragonfly_doji()"
    },
    "gravestone": {
      "type": "yes_no",
      "ask": "gravestone_doji()"
    },
    "marubozu": {
      "type": "yes_no",
      "ask": "marubozu()"
    },
    "tweezer_top": {
      "type": "yes_no",
      "ask": "tweezer_top()"
    }
  }
}

Response JSON (XOM, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "hammer": {
      "yes_no": 0.0971,
      "rule": "hammer()",
      "basis": "rule"
    },
    "inv_hammer": {
      "yes_no": 0.1089,
      "rule": "inverted_hammer()",
      "basis": "rule"
    },
    "dragonfly": {
      "yes_no": 0.0971,
      "rule": "dragonfly_doji()",
      "basis": "rule"
    },
    "gravestone": {
      "yes_no": 0.1089,
      "rule": "gravestone_doji()",
      "basis": "rule"
    },
    "marubozu": {
      "yes_no": 0.057,
      "rule": "marubozu()",
      "basis": "rule"
    },
    "tweezer_top": {
      "yes_no": 0.0537,
      "rule": "tweezer_top()",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "XOM",
    "as_of": "2026-10-30"
  }
}

dragonfly_doji gravestone_doji hammer inverted_hammer marubozu tweezer_top

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Index provider · example 17

Dividend ex-dates for total-return index calculation

Total-return indexes reinvest on ex-dates. Flag constituents going ex in the next 30 days so the calculation team is ready.

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

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

State

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

Questions

`ex_soon`	rule	`days_to_ex_div <= 30` Goes ex-dividend within 30 days
`ex_recent`	English → rule	Did the stock go ex-dividend in the last 30 days?
`next_up`	English → rule	Is the next declared dividend larger than the last one?
`pays`	rule	`pays_dividend > 0.5` Pays a dividend

Answers

Symbol	`ex_soon`rule	`ex_recent`rule	`next_up`rule	`pays`rule	Fired
`AAPL`	0.0537	0.0537	0.50	0.8591	none
`JPM`	0.0537	0.9317	0.50	0.8591	none
`XOM`	0.0537	0.0537	0.50	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.

ex_soon >= 0.6→Webhookindex-calc

AAPL 0 of 1 fired · dry run, nothing sent

JPM 0 of 1 fired · dry run, nothing sent

XOM 0 of 1 fired · dry run, nothing sent

What it means

Session of 2026-10-30, 3 symbols: Goes ex-dividend within 30 days: true for none of 3. Did the stock go ex-dividend in the last 30 days: true for JPM of 3. Is the next declared dividend larger than the last one: true for none of 3. Pays a dividend: true for AAPL, JPM, XOM of 3. tr_calc fired for none.

Only declared ex-dates count, so a name with nothing declared answers no and is checked again next week.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "AAPL"
  },
  "questions": {
    "ex_soon": {
      "type": "yes_no",
      "ask": "days_to_ex_div <= 30"
    },
    "ex_recent": {
      "type": "yes_no",
      "instructions": "Did the stock go ex-dividend in the last 30 days?"
    },
    "next_up": {
      "type": "yes_no",
      "instructions": "Is the next declared dividend larger than the last one?"
    },
    "pays": {
      "type": "yes_no",
      "ask": "pays_dividend > 0.5"
    }
  },
  "actions": [
    {
      "id": "tr_calc",
      "when": "ex_soon >= 0.6",
      "do": "webhook",
      "connection": "index-calc",
      "body": {
        "symbol": "{{symbol}}",
        "as_of": "{{as_of}}",
        "event": "ex_dividend_within_30d",
        "p": "{{ex_soon}}",
        "next_div_higher": "{{next_up}}"
      }
    }
  ],
  "dry_run": true
}

Response JSON (AAPL, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "ex_soon": {
      "yes_no": 0.0537,
      "rule": "days_to_ex_div <= 30",
      "basis": "rule"
    },
    "ex_recent": {
      "yes_no": 0.0537,
      "rule": "days_since_ex_div <= 30",
      "basis": "pattern"
    },
    "next_up": {
      "yes_no": 0.5,
      "rule": "next_div_amount > last_div_amount",
      "basis": "pattern"
    },
    "pays": {
      "yes_no": 0.8591,
      "rule": "pays_dividend > 0.5",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "AAPL",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "tr_calc",
      "fired": false,
      "status": "skipped"
    }
  ]
}

days_since_ex_div days_to_ex_div last_div_amount next_div_amount pays_dividend

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Index provider · example 18

Trend-strength index rule: ADX and directional movement on TSLA

A trend-strength index includes names whose ADX shows a strong directional move. Test the rule and its components on one name.

ora-fin-0.1.1TSLA5 questions

StateTSLA
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`adx25`	rule	`adx(14) > 25` Trending (ADX above 25)
`uptrend`	rule	`adx(14) > 20 and diplus(14) > diminus(14)` Trending up (ADX over 20 and +DI over −DI)
`di_down`	rule	`diminus(14) > diplus(14)` -DI above +DI (directional pressure down)
`stoch`	rule	`stochk(14) > stochd(14)` Stochastic %K above %D
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Question	Answer	Reading
`adx25` Trending (ADX above 25)	0.0632	false
`uptrend` Trending up (ADX over 20 and +DI over −DI)	0.1291	false
`di_down` -DI above +DI (directional pressure down)	0.153	false
`stoch` Stochastic %K above %D	0.2868	false
`up_week` Higher in a week	0.487	49% · close to even

What it means

For TSLA on the session of 2026-10-30: Not true: Trending (ADX above 25); Trending up (ADX over 20 and +DI over −DI); -DI above +DI (directional pressure down); Stochastic %K above %D. Forecasts: Higher in a week 49%.

ADX says how strong a trend is, the DI lines say which way; the index needs both before admitting a name.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "TSLA"
  },
  "questions": {
    "adx25": {
      "type": "yes_no",
      "ask": "adx(14) > 25"
    },
    "uptrend": {
      "type": "yes_no",
      "ask": "adx(14) > 20 and diplus(14) > diminus(14)"
    },
    "di_down": {
      "type": "yes_no",
      "ask": "diminus(14) > diplus(14)"
    },
    "stoch": {
      "type": "yes_no",
      "ask": "stochk(14) > stochd(14)"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  }
}

Response JSON (TSLA, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "adx25": {
      "yes_no": 0.0632,
      "rule": "adx(14) > 25",
      "basis": "rule"
    },
    "uptrend": {
      "yes_no": 0.1291,
      "rule": "adx(14) > 20 and diplus(14) > diminus(14)",
      "basis": "rule"
    },
    "di_down": {
      "yes_no": 0.153,
      "rule": "diminus(14) > diplus(14)",
      "basis": "rule"
    },
    "stoch": {
      "yes_no": 0.2868,
      "rule": "stochk(14) > stochd(14)",
      "basis": "rule"
    },
    "up_week": {
      "yes_no": 0.487
    }
  },
  "context": {
    "symbol": "TSLA",
    "as_of": "2026-10-30"
  }
}

adx diminus diplus stochd stochk

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Index provider · example 19

Weekly methodology check: smoothed trend on the S&P 500

Every Friday, recompute a smoothed-trend rule the index uses, and email the methodology owner if it changes state.

ora-fin-0.1.1SPY5 questions2 actionsworkflow · Fri at 17:15 ET

ScheduleFri at 17:15 ET
StateSPY
Questions5 asked
Answersreal, captured
Actions2 rules · dry run

State

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

Questions

`rec`	rule	`C > rec(C, self + 0.1 * (C - self))` Above a recursive exponential smoother (alpha 0.1)
`rma`	rule	`C > rma(C, 50)` Above its 50-day Wilder average
`hlc3`	rule	`hlc3() > sma(hlc3(), 20)` Typical price above its 20-day average
`ohlc4`	rule	`ohlc4() > sma(C, 10)` Average price of the day above the 10-day close 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
`rec` Above a recursive exponential smoother (alpha 0.1)	0.0786	false
`rma` Above its 50-day Wilder average	0.496	on the line (false)
`hlc3` Typical price above its 20-day average	0.0824	false
`ohlc4` Average price of the day above the 10-day close average	0.0939	false
`drop5` A 5% drawdown within a month	0.203	20% · unlikely

Actions

Rules on the answers decide what to send.

rec >= 0.6 and rma >= 0.6→Emailmethodology-owner

else→Emailmethodology-owner

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

staterule false: skipped

state_downwould send (dry run)Email → methodology-owner

{
  "subject": "SPY smoothed trend: not up (2026-10-30)",
  "text": "Recursive smoother 8%, Wilder 50-day 50%. State: not up."
}

What it means

For SPY on the session of 2026-10-30: Not true: Above a recursive exponential smoother (alpha 0.1); Typical price above its 20-day average; Average price of the day above the 10-day close average. On the line: Above its 50-day Wilder average. Forecasts: A 5% drawdown within a month 20%. Fired: state_down (Email → methodology-owner).

The rec() rule is the smoother written as a recursion; the email documents its state every week whatever it is.

As a scheduled workflow (Fri at 17:15 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": "Weekly methodology check: smoothed trend on the S&P 500",
  "symbols": "SPY",
  "days": [
    5
  ],
  "at_time": "17:15",
  "model": "ora-fin-0.1.1",
  "questions": {
    "rec": {
      "type": "yes_no",
      "ask": "C > rec(C, self + 0.1 * (C - self))"
    },
    "rma": {
      "type": "yes_no",
      "ask": "C > rma(C, 50)"
    },
    "hlc3": {
      "type": "yes_no",
      "ask": "hlc3() > sma(hlc3(), 20)"
    },
    "ohlc4": {
      "type": "yes_no",
      "ask": "ohlc4() > sma(C, 10)"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "state",
      "when": "rec >= 0.6 and rma >= 0.6",
      "do": "email",
      "connection": "methodology-owner",
      "subject": "{{symbol}} smoothed trend: up ({{as_of}})",
      "message": "Recursive smoother {{rec|pct}}, Wilder 50-day {{rma|pct}}, typical price {{hlc3|pct}}. State: up."
    },
    {
      "id": "state_down",
      "when": "else",
      "do": "email",
      "connection": "methodology-owner",
      "subject": "{{symbol}} smoothed trend: not up ({{as_of}})",
      "message": "Recursive smoother {{rec|pct}}, Wilder 50-day {{rma|pct}}. State: not up."
    }
  ]
}

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "SPY"
  },
  "questions": {
    "rec": {
      "type": "yes_no",
      "ask": "C > rec(C, self + 0.1 * (C - self))"
    },
    "rma": {
      "type": "yes_no",
      "ask": "C > rma(C, 50)"
    },
    "hlc3": {
      "type": "yes_no",
      "ask": "hlc3() > sma(hlc3(), 20)"
    },
    "ohlc4": {
      "type": "yes_no",
      "ask": "ohlc4() > sma(C, 10)"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "state",
      "when": "rec >= 0.6 and rma >= 0.6",
      "do": "email",
      "connection": "methodology-owner",
      "subject": "{{symbol}} smoothed trend: up ({{as_of}})",
      "message": "Recursive smoother {{rec|pct}}, Wilder 50-day {{rma|pct}}, typical price {{hlc3|pct}}. State: up."
    },
    {
      "id": "state_down",
      "when": "else",
      "do": "email",
      "connection": "methodology-owner",
      "subject": "{{symbol}} smoothed trend: not up ({{as_of}})",
      "message": "Recursive smoother {{rec|pct}}, Wilder 50-day {{rma|pct}}. State: not up."
    }
  ],
  "dry_run": true
}

Response JSON (SPY, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "rec": {
      "yes_no": 0.0786,
      "rule": "C > rec(C, self + 0.1 * (C - self))",
      "basis": "rule"
    },
    "rma": {
      "yes_no": 0.496,
      "rule": "C > rma(C, 50)",
      "basis": "rule"
    },
    "hlc3": {
      "yes_no": 0.0824,
      "rule": "hlc3() > sma(hlc3(), 20)",
      "basis": "rule"
    },
    "ohlc4": {
      "yes_no": 0.0939,
      "rule": "ohlc4() > sma(C, 10)",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.203
    }
  },
  "context": {
    "symbol": "SPY",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "state",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "state_down",
      "fired": true,
      "status": "dry_run",
      "do": "email",
      "connection": "methodology-owner",
      "preview": {
        "subject": "SPY smoothed trend: not up (2026-10-30)",
        "text": "Recursive smoother 8%, Wilder 50-day 50%. State: not up."
      }
    }
  ]
}

hlc3 ohlc4 rec rma sma

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Index provider · example 20

Swing-structure screen: is XLK making higher lows?

A structural-trend index qualifies funds that keep making higher swing lows. Check the last three confirmed swing lows and the last two highs.

ora-fin-0.1.1XLK5 questions

StateXLK
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`hl`	rule	`swinglow(5, 1) > swinglow(5, 2)` Latest swing low above the one before
`hh`	rule	`swinghigh(5, 1) > swinghigh(5, 2)` Latest swing high above the one before
`hl3`	rule	`swinglow(5, 2) > swinglow(5, 3)` The previous swing low above the one before it
`above_sh`	rule	`C > swinghigh(5)` Above its last confirmed swing high
`new_high`	forecast	Will it make a new 20-day high in the next week? A new 20-day high next week

Answers

Question	Answer	Reading
`hl` Latest swing low above the one before	0.4372	on the line (false)
`hh` Latest swing high above the one before	0.9351	true
`hl3` The previous swing low above the one before it	0.705	true
`above_sh` Above its last confirmed swing high	0.0575	false
`new_high` A new 20-day high next week	0.04	4% · unlikely

What it means

For XLK on the session of 2026-10-30: True now: Latest swing high above the one before; The previous swing low above the one before it. Not true: Above its last confirmed swing high. On the line: Latest swing low above the one before. Forecasts: A new 20-day high next week 4%.

Swing pivots are confirmed only bars later, so the rule never looks ahead; three rising lows in a row qualifies.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "XLK"
  },
  "questions": {
    "hl": {
      "type": "yes_no",
      "ask": "swinglow(5, 1) > swinglow(5, 2)"
    },
    "hh": {
      "type": "yes_no",
      "ask": "swinghigh(5, 1) > swinghigh(5, 2)"
    },
    "hl3": {
      "type": "yes_no",
      "ask": "swinglow(5, 2) > swinglow(5, 3)"
    },
    "above_sh": {
      "type": "yes_no",
      "ask": "C > swinghigh(5)"
    },
    "new_high": {
      "type": "yes_no",
      "instructions": "Will it make a new 20-day high in the next week?"
    }
  }
}

Response JSON (XLK, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "hl": {
      "yes_no": 0.4372,
      "rule": "swinglow(5, 1) > swinglow(5, 2)",
      "basis": "rule"
    },
    "hh": {
      "yes_no": 0.9351,
      "rule": "swinghigh(5, 1) > swinghigh(5, 2)",
      "basis": "rule"
    },
    "hl3": {
      "yes_no": 0.705,
      "rule": "swinglow(5, 2) > swinglow(5, 3)",
      "basis": "rule"
    },
    "above_sh": {
      "yes_no": 0.0575,
      "rule": "C > swinghigh(5)",
      "basis": "rule"
    },
    "new_high": {
      "yes_no": 0.04
    }
  },
  "context": {
    "symbol": "XLK",
    "as_of": "2026-10-30"
  }
}

swinghigh swinglow

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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

Sell side

Corporates

Builders

Institutions

Reverse-split screen: should AAL be excluded?

State

Questions

Answers

Actions

What it means

Daily sector breadth for the index newsletter

State

Questions

Answers

Actions

What it means

QQQ: gap and outside-day review for index calculators

State

Questions

Answers

What it means

Value factor index: is INTC basing after its drawdown?

State

Questions

Answers

What it means

Rebalance bands: has IWM drifted far from SPY?

State

Questions

Answers

What it means

Research index: which reversal candles is XOM printing today?

State

Questions

Answers

What it means

Dividend ex-dates for total-return index calculation

State

Questions

Answers

Actions

What it means

Trend-strength index rule: ADX and directional movement on TSLA

State

Questions

Answers

What it means

Weekly methodology check: smoothed trend on the S&P 500

State

Questions

Answers

Actions

What it means

Swing-structure screen: is XLK making higher lows?

State

Questions

Answers

What it means