Model

Use cases · Corporates

Investor relations team: 20 ways to use Ora

Watches its own stock and peers: reactions to results, volume, dividends and the narrative. Each example is a complete, runnable request with the real answers it returned (33 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 (72)

offset 8 sma 6 abs 3 ref 3 max 3 lowest 3 beat_eps_last 2 beat_revenue_last 2 last_earnings_move 2 pre_earnings_close 2 ema 2 roc 2 days_to_ex_div 2 div_yield_ttm 2 raised_last 2 years_of_growth 2 atr 2 highest 2 min 2 days_since_earnings 1 last_earnings_gap 1 wma 1 avg 1 median 1 percentrank 1 cut_last 1 doji 1 engulfing_bear 1 engulfing_bull 1 marubozu 1 shooting_star 1 highestbars 1 cum 1 obv 1 sign 1 sum 1 linreg 1 gap_down 1 beat_streak 1 days_to_earnings 1 next_report_amc 1 next_report_bmo 1 bblower 1 bbmid 1 bbupper 1 inside_bar 1 lowestbars 1 spinning_top 1 days_since_ex_div 1 div_change_pct 1 cci 1 rsi 1 willr 1 barssince 1 morning_star 1 swinghigh 1 swinglow 1 three_black_crows 1 hammer 1 harami_bull 1 inverted_hammer 1 piercing_line 1 div_count_ttm 1 last_div_amount 1 next_div_amount 1 adx 1 atr_pct 1 diminus 1 diplus 1 log 1 sqrt 1 std 1

Examples 11–20 of 20 · page 2 of 2

Investor relations team · example 11

IR at DIS: confirm our earnings date and timing

Cross-check that the market's calendar shows the next report and its timing, before the date announcement goes out.

ora-fin-0.1.1DIS5 questions

StateDIS
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`soon`	English → rule	Is earnings in the next 14 days?
`within10`	rule	`days_to_earnings <= 10` Reports earnings within 10 days
`bmo`	English → rule	Does the stock report before the market opens next time?
`amc`	English → rule	Does the stock report after the close next time?
`beat_streak`	rule	`beat_streak >= 4` Beat four quarters in a row

Answers

Question	Answer	Reading
`soon` Is earnings in the next 14 days compiled to `days_to_earnings <= 14`	0.1033	false
`within10` Reports earnings within 10 days	0.0563	false
`bmo` Does the stock report before the market opens next time compiled to `next_report_bmo > 0.5`	0.8591	true
`amc` Does the stock report after the close next time compiled to `next_report_amc > 0.5`	0.1409	false
`beat_streak` Beat four quarters in a row	0.9463	true

What it means

For DIS on the session of 2026-10-30: True now: Does the stock report before the market opens next time; Beat four quarters in a row. Not true: Is earnings in the next 14 days; Reports earnings within 10 days; Does the stock report after the close next time.

If the calendar does not show the expected date or session, the IR team corrects it with the data vendors before investors plan around it.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "DIS"
  },
  "questions": {
    "soon": {
      "type": "yes_no",
      "instructions": "Is earnings in the next 14 days?"
    },
    "within10": {
      "type": "yes_no",
      "ask": "days_to_earnings <= 10"
    },
    "bmo": {
      "type": "yes_no",
      "instructions": "Does the stock report before the market opens next time?"
    },
    "amc": {
      "type": "yes_no",
      "instructions": "Does the stock report after the close next time?"
    },
    "beat_streak": {
      "type": "yes_no",
      "ask": "beat_streak >= 4"
    }
  }
}

Response JSON (DIS, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "soon": {
      "yes_no": 0.1033,
      "rule": "days_to_earnings <= 14",
      "basis": "pattern"
    },
    "within10": {
      "yes_no": 0.0563,
      "rule": "days_to_earnings <= 10",
      "basis": "rule"
    },
    "bmo": {
      "yes_no": 0.8591,
      "rule": "next_report_bmo > 0.5",
      "basis": "pattern"
    },
    "amc": {
      "yes_no": 0.1409,
      "rule": "next_report_amc > 0.5",
      "basis": "pattern"
    },
    "beat_streak": {
      "yes_no": 0.9463,
      "rule": "beat_streak >= 4",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "DIS",
    "as_of": "2026-10-30"
  }
}

beat_streak days_to_earnings next_report_amc next_report_bmo

Try it in the Playground

Investor relations team · example 12

IR at MCD: is the stock quiet ahead of investor day?

Check whether MCD is coiled in a tight range, so the team knows how much attention a new message may get.

ora-fin-0.1.1MCD6 questions

StateMCD
Questions6 asked
Answersreal, captured
Actionsnone

State

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

Questions

`tight`	rule	`(max(H, 10) - min(L, 10)) / C < 0.05` A tight 10-day base (under 5% of price)
`inside`	rule	`inside_bar()` inside bar candle: Today's high and low are inside yesterday's (equal counts).
`spinning`	rule	`spinning_top()` spinning top candle: Small body (10–30% of range) with wicks of at least a quarter of the range on both sides.
`squeeze`	rule	`(bbupper(C, 20, 2) - bblower(C, 20, 2)) / bbmid(C, 20) < 0.06` Bollinger bands narrower than 6% of price
`lowbars`	rule	`lowestbars(L, 20) >= 15` The 20-day low is at least 15 sessions old
`big_move5`	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
`tight` A tight 10-day base (under 5% of price)	0.0686	false
`inside` inside bar candle: Today's high and low are inside yesterday's (equal counts).	0.0707	false
`spinning` spinning top candle: Small body (10–30% of range) with wicks of at least a quarter of the range on both sides.	0.2516	false
`squeeze` Bollinger bands narrower than 6% of price	0.0616	false
`lowbars` The 20-day low is at least 15 sessions old	0.7708	true
`big_move5` A big move either way in 5 days	0.387	39% · unlikely

What it means

For MCD on the session of 2026-10-30: True now: The 20-day low is at least 15 sessions old. Not true: A tight 10-day base (under 5% of price); inside bar candle: Today's high and low are inside yesterday's (equal counts).; spinning top candle: Small body (10–30% of range) with wicks of at least a quarter of the range on both sides.; Bollinger bands narrower than 6% of price. Forecasts: A big move either way in 5 days 39%.

A quiet, compressed tape means an investor day can move the stock; the forecast says how likely a big move is, not the direction.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "MCD"
  },
  "questions": {
    "tight": {
      "type": "yes_no",
      "ask": "(max(H, 10) - min(L, 10)) / C < 0.05"
    },
    "inside": {
      "type": "yes_no",
      "ask": "inside_bar()"
    },
    "spinning": {
      "type": "yes_no",
      "ask": "spinning_top()"
    },
    "squeeze": {
      "type": "yes_no",
      "ask": "(bbupper(C, 20, 2) - bblower(C, 20, 2)) / bbmid(C, 20) < 0.06"
    },
    "lowbars": {
      "type": "yes_no",
      "ask": "lowestbars(L, 20) >= 15"
    },
    "big_move5": {
      "type": "yes_no",
      "instructions": "Will there be a big move in either direction in the next 5 days?"
    }
  }
}

Response JSON (MCD, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "tight": {
      "yes_no": 0.0686,
      "rule": "(max(H, 10) - min(L, 10)) / C < 0.05",
      "basis": "rule"
    },
    "inside": {
      "yes_no": 0.0707,
      "rule": "inside_bar()",
      "basis": "rule"
    },
    "spinning": {
      "yes_no": 0.2516,
      "rule": "spinning_top()",
      "basis": "rule"
    },
    "squeeze": {
      "yes_no": 0.0616,
      "rule": "(bbupper(C, 20, 2) - bblower(C, 20, 2)) / bbmid(C, 20) < 0.06",
      "basis": "rule"
    },
    "lowbars": {
      "yes_no": 0.7708,
      "rule": "lowestbars(L, 20) >= 15",
      "basis": "rule"
    },
    "big_move5": {
      "yes_no": 0.387
    }
  },
  "context": {
    "symbol": "MCD",
    "as_of": "2026-10-30"
  }
}

bblower bbmid bbupper inside_bar lowestbars max min spinning_top

Try it in the Playground

Investor relations team · example 13

IR at CSCO: how was the last dividend raise received?

Review the last payment change and the price trend since, to plan the next capital-return announcement.

ora-fin-0.1.1CSCO6 questions

StateCSCO
Questions6 asked
Answersreal, captured
Actionsnone

State

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

Questions

`raised`	English → rule	Did the stock raise its dividend last time?
`raise5`	English → rule	Was the last dividend raised by more than 5%?
`years`	English → rule	Has the stock grown its dividend for 10 years in a row?
`recent_ex`	English → rule	Did the stock go ex-dividend in the last 30 days?
`trend`	English → rule	Is the stock above its 50-day moving average?
`raise_next`	forecast	Will the company raise its dividend next year? Raising the dividend next year

Answers

Question	Answer	Reading
`raised` Did the stock raise its dividend last time compiled to `raised_last > 0.5`	0.1409	false
`raise5` Was the last dividend raised by more than 5% compiled to `div_change_pct > 5`	0.1409	false
`years` Has the stock grown its dividend for 10 years in a row compiled to `years_of_growth >= 10`	0.9463	true
`recent_ex` Did the stock go ex-dividend in the last 30 days compiled to `days_since_ex_div <= 30`	0.7951	true
`trend` Is the stock above its 50-day moving average compiled to `C > sma(C, 50)`	0.0985	false
`raise_next` Raising the dividend next year	0.473	47% · close to even

What it means

For CSCO on the session of 2026-10-30: True now: Has the stock grown its dividend for 10 years in a row; Did the stock go ex-dividend in the last 30 days. Not true: Did the stock raise its dividend last time; Was the last dividend raised by more than 5%; Is the stock above its 50-day moving average. Forecasts: Raising the dividend next year 47%.

Dividend facts tell the team what investors already know; the forecast for a raise is a market-style read, which IR compares with the board's own plan.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "CSCO"
  },
  "questions": {
    "raised": {
      "type": "yes_no",
      "instructions": "Did the stock raise its dividend last time?"
    },
    "raise5": {
      "type": "yes_no",
      "instructions": "Was the last dividend raised by more than 5%?"
    },
    "years": {
      "type": "yes_no",
      "instructions": "Has the stock grown its dividend for 10 years in a row?"
    },
    "recent_ex": {
      "type": "yes_no",
      "instructions": "Did the stock go ex-dividend in the last 30 days?"
    },
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 50-day moving average?"
    },
    "raise_next": {
      "type": "yes_no",
      "instructions": "Will the company raise its dividend next year?"
    }
  }
}

Response JSON (CSCO, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "raised": {
      "yes_no": 0.1409,
      "rule": "raised_last > 0.5",
      "basis": "pattern"
    },
    "raise5": {
      "yes_no": 0.1409,
      "rule": "div_change_pct > 5",
      "basis": "pattern"
    },
    "years": {
      "yes_no": 0.9463,
      "rule": "years_of_growth >= 10",
      "basis": "pattern"
    },
    "recent_ex": {
      "yes_no": 0.7951,
      "rule": "days_since_ex_div <= 30",
      "basis": "pattern"
    },
    "trend": {
      "yes_no": 0.0985,
      "rule": "C > sma(C, 50)",
      "basis": "comparison"
    },
    "raise_next": {
      "yes_no": 0.473
    }
  },
  "context": {
    "symbol": "CSCO",
    "as_of": "2026-10-30"
  }
}

days_since_ex_div div_change_pct raised_last sma years_of_growth

Try it in the Playground

Investor relations team · example 14

IR at LLY: is the stock stretched going into conferences?

When the stock has run hard, IR checks how extended it is before the conference season so messages stay measured.

ora-fin-0.1.1LLY6 questions

StateLLY
Questions6 asked
Answersreal, captured
Actionsnone

State

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

Questions

`ext`	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
`cci`	rule	`cci(20) > 100` CCI above 100
`willr`	rule	`willr(14) > -20` Williams %R above −20
`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
`ext` Is the stock more than 10% above its 200-day moving average compiled to `C > sma(C, 200) * 1.1`	0.9463	true
`stretched` Stretched: more than 2 ATR above the 20-day	0.919	true
`rsi70` RSI above 70	0.8226	true
`cci` CCI above 100	0.8531	true
`willr` Williams %R above −20	0.6655	true
`drop5` A 5% drawdown within a month	0.583	58% · close to even

What it means

For LLY on the session of 2026-10-30: True now: Is the stock more than 10% above its 200-day moving average; Stretched: more than 2 ATR above the 20-day; RSI above 70; CCI above 100; Williams %R above −20. Forecasts: A 5% drawdown within a month 58%.

Several stretch rules true at once is a reason to avoid sounding promotional; the drawdown odds are context, not guidance.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "LLY"
  },
  "questions": {
    "ext": {
      "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"
    },
    "cci": {
      "type": "yes_no",
      "ask": "cci(20) > 100"
    },
    "willr": {
      "type": "yes_no",
      "ask": "willr(14) > -20"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (LLY, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "ext": {
      "yes_no": 0.9463,
      "rule": "C > sma(C, 200) * 1.1",
      "basis": "comparison"
    },
    "stretched": {
      "yes_no": 0.919,
      "rule": "C > sma(C, 20) + 2 * atr(14)",
      "basis": "rule"
    },
    "rsi70": {
      "yes_no": 0.8226,
      "rule": "rsi(C, 14) > 70",
      "basis": "rule"
    },
    "cci": {
      "yes_no": 0.8531,
      "rule": "cci(20) > 100",
      "basis": "rule"
    },
    "willr": {
      "yes_no": 0.6655,
      "rule": "willr(14) > -20",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.583
    }
  },
  "context": {
    "symbol": "LLY",
    "as_of": "2026-10-30"
  }
}

atr cci rsi sma willr

Try it in the Playground

Investor relations team · example 15

A Friday share-price note for the board pack

Every Friday, IR emails the board pack owner a line per name: the company and two peers, trend and weekly move.

ora-fin-0.1.13 symbols, one request each4 questions1 actionworkflow · Fri at 17:00 ET

ScheduleFri at 17:00 ET
State3 symbols
Questions4 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`down_week`	English → rule	Is the stock down over the last week?
`up_month`	English → rule	Is the stock up over the last month?
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Symbol	`trend`rule	`down_week`rule	`up_month`rule	`up_week`forecast	Fired
`WMT`	0.9358	0.1733	0.9435	0.535	`board_line`
`COST`	0.9336	0.2516	0.9279	0.519	`board_line`
`TGT`	0.3359	0.3363	0.3774	0.544	`board_line`

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

Actions

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

trend >= 0→Emailboard-pack

WMT 1 of 1 fired · dry run, nothing sent

board_linewould send (dry run)Email → board-pack

{
  "subject": "Weekly share price note: WMT",
  "text": "WMT week to 2026-10-30: down on the week 17%, up on the month 94%, above the 50-day 94%. Higher next week (forecast) 54%."
}

COST 1 of 1 fired · dry run, nothing sent

board_linewould send (dry run)Email → board-pack

{
  "subject": "Weekly share price note: COST",
  "text": "COST week to 2026-10-30: down on the week 25%, up on the month 93%, above the 50-day 93%. Higher next week (forecast) 52%."
}

TGT 1 of 1 fired · dry run, nothing sent

board_linewould send (dry run)Email → board-pack

{
  "subject": "Weekly share price note: TGT",
  "text": "TGT week to 2026-10-30: down on the week 34%, up on the month 38%, above the 50-day 34%. Higher next week (forecast) 54%."
}

What it means

Session of 2026-10-30, 3 symbols: Above the 50-day average: true for WMT, COST of 3. Is the stock down over the last week: true for none of 3. Is the stock up over the last month: true for WMT, COST of 3. Highest odds for “Higher in a week”: TGT at 54%. board_line fired for WMT, COST, TGT.

Each name gets one line with the rules and the forecast labelled as such, so the board sees facts and odds separately.

As a scheduled workflow (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": "A Friday share-price note for the board pack",
  "symbols": "WMT COST TGT",
  "days": [
    5
  ],
  "at_time": "17:00",
  "model": "ora-fin-0.1.1",
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "down_week": {
      "type": "yes_no",
      "instructions": "Is the stock down over the last week?"
    },
    "up_month": {
      "type": "yes_no",
      "instructions": "Is the stock up over the last month?"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  },
  "actions": [
    {
      "id": "board_line",
      "when": "trend >= 0",
      "do": "email",
      "connection": "board-pack",
      "subject": "Weekly share price note: {{symbol}}",
      "message": "{{symbol}} week to {{as_of}}: down on the week {{down_week|pct}}, up on the month {{up_month|pct}}, above the 50-day {{trend|pct}}. Higher next week (forecast) {{up_week|pct}}."
    }
  ]
}

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "WMT"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "down_week": {
      "type": "yes_no",
      "instructions": "Is the stock down over the last week?"
    },
    "up_month": {
      "type": "yes_no",
      "instructions": "Is the stock up over the last month?"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  },
  "actions": [
    {
      "id": "board_line",
      "when": "trend >= 0",
      "do": "email",
      "connection": "board-pack",
      "subject": "Weekly share price note: {{symbol}}",
      "message": "{{symbol}} week to {{as_of}}: down on the week {{down_week|pct}}, up on the month {{up_month|pct}}, above the 50-day {{trend|pct}}. Higher next week (forecast) {{up_week|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (WMT, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.9358,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "down_week": {
      "yes_no": 0.1733,
      "rule": "C < C[-5]",
      "basis": "pattern"
    },
    "up_month": {
      "yes_no": 0.9435,
      "rule": "C > C[-21]",
      "basis": "pattern"
    },
    "up_week": {
      "yes_no": 0.535
    }
  },
  "context": {
    "symbol": "WMT",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "board_line",
      "fired": true,
      "status": "dry_run",
      "do": "email",
      "connection": "board-pack",
      "preview": {
        "subject": "Weekly share price note: WMT",
        "text": "WMT week to 2026-10-30: down on the week 17%, up on the month 94%, above the 50-day 94%. Higher next week (forecast) 54%."
      }
    }
  ]
}

offset sma

Try it in the Playground

Investor relations team · example 16

IR at INTC: are sellers still in control?

After a long decline, check whether the downtrend structure is still intact or showing the first signs of a base.

ora-fin-0.1.1INTC6 questions

StateINTC
Questions6 asked
Answersreal, captured
Actionsnone

State

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

Questions

`lh_ll`	English → rule	Is the stock making lower swing highs and lower swing lows?
`crows`	rule	`three_black_crows()` three black crows candle: Three red bars, each closing lower and opening inside the previous body.
`morning`	rule	`morning_star()` morning star candle: A red bar, a small bar (half its body or less) that stays under its close, then a green bar closing above the middle of the first.
`failed_bd`	rule	`L < lowest(L, 20) and C > lowest(L, 20)` Undercut the 20-day low and closed back above it
`barssince`	rule	`barssince(C > highest(C, 20)) > 30` More than 30 sessions since the last 20-day closing breakout
`rally10`	forecast	Will it rally at least 10% at some point in the next month? A 10% rally within a month

Answers

Question	Answer	Reading
`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))`	0.1552	false
`crows` three black crows candle: Three red bars, each closing lower and opening inside the previous body.	0.0537	false
`morning` morning star candle: A red bar, a small bar (half its body or less) that stays under its close, then a green bar closing above the middle of the first.	0.0537	false
`failed_bd` Undercut the 20-day low and closed back above it	0.0878	false
`barssince` More than 30 sessions since the last 20-day closing breakout	0.3665	false
`rally10` A 10% rally within a month	0.871	87% · likely

What it means

For INTC on the session of 2026-10-30: Not true: Is the stock making lower swing highs and lower swing lows; three black crows candle: Three red bars, each closing lower and opening inside the previous body.; morning star candle: A red bar, a small bar (half its body or less) that stays under its close, then a green bar closing above the middle of the first.; Undercut the 20-day low and closed back above it; More than 30 sessions since the last 20-day closing breakout. Forecasts: A 10% rally within a month 87%.

Lower highs and lower lows with no recent breakout describe a stock still under pressure; a morning star or failed breakdown is the first sign worth reporting.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "INTC"
  },
  "questions": {
    "lh_ll": {
      "type": "yes_no",
      "instructions": "Is the stock making lower swing highs and lower swing lows?"
    },
    "crows": {
      "type": "yes_no",
      "ask": "three_black_crows()"
    },
    "morning": {
      "type": "yes_no",
      "ask": "morning_star()"
    },
    "failed_bd": {
      "type": "yes_no",
      "ask": "L < lowest(L, 20) and C > lowest(L, 20)"
    },
    "barssince": {
      "type": "yes_no",
      "ask": "barssince(C > highest(C, 20)) > 30"
    },
    "rally10": {
      "type": "yes_no",
      "instructions": "Will it rally at least 10% at some point in the next month?"
    }
  }
}

Response JSON (INTC, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "lh_ll": {
      "yes_no": 0.1552,
      "rule": "(swinghigh(5, 1) < swinghigh(5, 2)) and (swinglow(5, 1) < swinglow(5, 2))",
      "basis": "pattern"
    },
    "crows": {
      "yes_no": 0.0537,
      "rule": "three_black_crows()",
      "basis": "rule"
    },
    "morning": {
      "yes_no": 0.0537,
      "rule": "morning_star()",
      "basis": "rule"
    },
    "failed_bd": {
      "yes_no": 0.0878,
      "rule": "L < lowest(L, 20) and C > lowest(L, 20)",
      "basis": "rule"
    },
    "barssince": {
      "yes_no": 0.3665,
      "rule": "barssince(C > highest(C, 20)) > 30",
      "basis": "rule"
    },
    "rally10": {
      "yes_no": 0.871
    }
  },
  "context": {
    "symbol": "INTC",
    "as_of": "2026-10-30"
  }
}

barssince highest lowest morning_star swinghigh swinglow three_black_crows

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Investor relations team · example 17

IR at PFE: log the earnings reaction to our CRM

After each report, push the reaction facts to the IR CRM by webhook so call notes start from the same numbers.

ora-fin-0.1.1PFE6 questions1 action

StatePFE
Questions6 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`beat`	English → rule	Did the stock beat EPS estimates last quarter?
`rev_beat`	English → rule	Did revenue beat estimates last quarter?
`fell`	English → rule	Did the stock fall after its last earnings report?
`big`	English → rule	Was the last earnings reaction bigger than 5%?
`above_pre`	English → rule	Is the stock trading above its pre-earnings price?
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Question	Answer	Reading
`beat` Did the stock beat EPS estimates last quarter compiled to `beat_eps_last > 0.5`	0.8591	true
`rev_beat` Did revenue beat estimates last quarter compiled to `beat_revenue_last > 0.5`	0.8591	true
`fell` Did the stock fall after its last earnings report compiled to `last_earnings_move < 0`	0.0537	false
`big` Was the last earnings reaction bigger than 5% compiled to `abs(last_earnings_move) > 5`	0.0537	false
`above_pre` Is the stock trading above its pre-earnings price compiled to `C > pre_earnings_close`	0.9463	true
`up_week` Higher in a week	0.555	56% · close to even

Actions

Rules on the answers decide what to send.

beat >= 0→Webhookir-crm

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

crm_logwould send (dry run)Webhook → ir-crm

{
  "ticker": "PFE",
  "as_of": "2026-10-30",
  "type": "earnings_reaction",
  "p_beat_eps": 0.8591,
  "p_beat_revenue": 0.8591,
  "p_fell_after": 0.0537,
  "p_big_reaction": 0.0537,
  "p_above_pre": 0.9463
}

What it means

For PFE on the session of 2026-10-30: True now: Did the stock beat EPS estimates last quarter; Did revenue beat estimates last quarter; Is the stock trading above its pre-earnings price. Not true: Did the stock fall after its last earnings report; Was the last earnings reaction bigger than 5%. Forecasts: Higher in a week 56%. Fired: crm_log (Webhook → ir-crm).

The webhook always fires, so the CRM keeps a record for every quarter; analysts' questions can then be answered from the logged facts.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "PFE"
  },
  "questions": {
    "beat": {
      "type": "yes_no",
      "instructions": "Did the stock beat EPS estimates last quarter?"
    },
    "rev_beat": {
      "type": "yes_no",
      "instructions": "Did revenue beat estimates last quarter?"
    },
    "fell": {
      "type": "yes_no",
      "instructions": "Did the stock fall after its last earnings report?"
    },
    "big": {
      "type": "yes_no",
      "instructions": "Was the last earnings reaction bigger than 5%?"
    },
    "above_pre": {
      "type": "yes_no",
      "instructions": "Is the stock trading above its pre-earnings price?"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  },
  "actions": [
    {
      "id": "crm_log",
      "when": "beat >= 0",
      "do": "webhook",
      "connection": "ir-crm",
      "body": {
        "ticker": "{{symbol}}",
        "as_of": "{{as_of}}",
        "type": "earnings_reaction",
        "p_beat_eps": "{{beat}}",
        "p_beat_revenue": "{{rev_beat}}",
        "p_fell_after": "{{fell}}",
        "p_big_reaction": "{{big}}",
        "p_above_pre": "{{above_pre}}"
      }
    }
  ],
  "dry_run": true
}

Response JSON (PFE, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "beat": {
      "yes_no": 0.8591,
      "rule": "beat_eps_last > 0.5",
      "basis": "pattern"
    },
    "rev_beat": {
      "yes_no": 0.8591,
      "rule": "beat_revenue_last > 0.5",
      "basis": "pattern"
    },
    "fell": {
      "yes_no": 0.0537,
      "rule": "last_earnings_move < 0",
      "basis": "pattern"
    },
    "big": {
      "yes_no": 0.0537,
      "rule": "abs(last_earnings_move) > 5",
      "basis": "pattern"
    },
    "above_pre": {
      "yes_no": 0.9463,
      "rule": "C > pre_earnings_close",
      "basis": "pattern"
    },
    "up_week": {
      "yes_no": 0.555
    }
  },
  "context": {
    "symbol": "PFE",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "crm_log",
      "fired": true,
      "status": "dry_run",
      "do": "webhook",
      "connection": "ir-crm",
      "preview": {
        "body": {
          "ticker": "PFE",
          "as_of": "2026-10-30",
          "type": "earnings_reaction",
          "p_beat_eps": 0.8591,
          "p_beat_revenue": 0.8591,
          "p_fell_after": 0.0537,
          "p_big_reaction": 0.0537,
          "p_above_pre": 0.9463
        }
      }
    }
  ]
}

abs beat_eps_last beat_revenue_last last_earnings_move pre_earnings_close

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Investor relations team · example 18

IR at AMGN: did a reversal candle form after the selloff?

After a sharp drop, check for hammers, piercing lines and harami patterns to describe the tape to management.

ora-fin-0.1.1AMGN6 questions

StateAMGN
Questions6 asked
Answersreal, captured
Actionsnone

State

{"symbol":"AMGN"} 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.
`piercing`	rule	`piercing_line()` piercing line candle: After a red day, opens below its close and closes above the middle of its body (but under its open).
`harami`	rule	`harami_bull()` harami bull candle: A small green body inside yesterday's red body.
`inv_hammer`	rule	`inverted_hammer()` inverted hammer candle: Shooting-star shape after a five-bar decline.
`key_rev`	rule	`L < lowest(L, 10) and C > C[-1]` New 10-day low, but closed up on the day
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

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.	0.0581	false
`piercing` piercing line candle: After a red day, opens below its close and closes above the middle of its body (but under its open).	0.0814	false
`harami` harami bull candle: A small green body inside yesterday's red body.	0.2044	false
`inv_hammer` inverted hammer candle: Shooting-star shape after a five-bar decline.	0.1171	false
`key_rev` New 10-day low, but closed up on the day	0.0579	false
`up_week` Higher in a week	0.548	55% · close to even

What it means

For AMGN 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.; piercing line candle: After a red day, opens below its close and closes above the middle of its body (but under its open).; harami bull candle: A small green body inside yesterday's red body.; inverted hammer candle: Shooting-star shape after a five-bar decline.; New 10-day low, but closed up on the day. Forecasts: Higher in a week 55%.

A reversal candle is one session of evidence; IR reports it as what the market did, not as a turn.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "AMGN"
  },
  "questions": {
    "hammer": {
      "type": "yes_no",
      "ask": "hammer()"
    },
    "piercing": {
      "type": "yes_no",
      "ask": "piercing_line()"
    },
    "harami": {
      "type": "yes_no",
      "ask": "harami_bull()"
    },
    "inv_hammer": {
      "type": "yes_no",
      "ask": "inverted_hammer()"
    },
    "key_rev": {
      "type": "yes_no",
      "ask": "L < lowest(L, 10) and C > C[-1]"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  }
}

Response JSON (AMGN, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "hammer": {
      "yes_no": 0.0581,
      "rule": "hammer()",
      "basis": "rule"
    },
    "piercing": {
      "yes_no": 0.0814,
      "rule": "piercing_line()",
      "basis": "rule"
    },
    "harami": {
      "yes_no": 0.2044,
      "rule": "harami_bull()",
      "basis": "rule"
    },
    "inv_hammer": {
      "yes_no": 0.1171,
      "rule": "inverted_hammer()",
      "basis": "rule"
    },
    "key_rev": {
      "yes_no": 0.0579,
      "rule": "L < lowest(L, 10) and C > C[-1]",
      "basis": "rule"
    },
    "up_week": {
      "yes_no": 0.548
    }
  },
  "context": {
    "symbol": "AMGN",
    "as_of": "2026-10-30"
  }
}

hammer harami_bull inverted_hammer lowest offset piercing_line

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Investor relations team · example 19

IR at CL: remind retail holders before the ex-date

When the next ex-dividend date is near, post the reminder for the shareholder newsletter.

ora-fin-0.1.1CL4 questions2 actions

StateCL
Questions4 asked
Answersreal, captured
Actions2 rules · dry run

State

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

Questions

`ex_soon`	rule	`days_to_ex_div <= 30` Goes ex-dividend within 30 days
`next_up`	English → rule	Is the next declared dividend larger than the last one?
`quarterly`	rule	`div_count_ttm >= 4` Pays at least quarterly
`yield`	English → rule	Is the dividend yield above 3%?

Answers

Question	Answer	Reading
`ex_soon` Goes ex-dividend within 30 days	0.0537	false
`next_up` Is the next declared dividend larger than the last one compiled to `next_div_amount > last_div_amount`	0.50	not known
`quarterly` Pays at least quarterly	0.55	on the line (true)
`yield` Is the dividend yield above 3% compiled to `div_yield_ttm > 3`	0.0537	false

Actions

Rules on the answers decide what to send.

ex_soon >= 0.6→Webhooknewsletter-zapier

else→Slackir-team

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

ex_reminderrule false: skipped

no_exwould send (dry run)Slack → ir-team

{
  "text": "CL (2026-10-30): no declared ex-date within 30 days (5%)."
}

What it means

For CL on the session of 2026-10-30: Not true: Goes ex-dividend within 30 days; Is the dividend yield above 3%. On the line: Pays at least quarterly. Not known (no data on record): Is the next declared dividend larger than the last one. Fired: no_ex (Slack → ir-team).

Only a declared ex-date fires the newsletter; until it is declared the reminder waits.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "CL"
  },
  "questions": {
    "ex_soon": {
      "type": "yes_no",
      "ask": "days_to_ex_div <= 30"
    },
    "next_up": {
      "type": "yes_no",
      "instructions": "Is the next declared dividend larger than the last one?"
    },
    "quarterly": {
      "type": "yes_no",
      "ask": "div_count_ttm >= 4"
    },
    "yield": {
      "type": "yes_no",
      "instructions": "Is the dividend yield above 3%?"
    }
  },
  "actions": [
    {
      "id": "ex_reminder",
      "when": "ex_soon >= 0.6",
      "do": "webhook",
      "connection": "newsletter-zapier",
      "body": {
        "template": "ex_dividend_reminder",
        "ticker": "{{symbol}}",
        "as_of": "{{as_of}}",
        "p_ex_within_30d": "{{ex_soon}}",
        "p_next_larger": "{{next_up}}"
      }
    },
    {
      "id": "no_ex",
      "when": "else",
      "do": "slack",
      "connection": "ir-team",
      "message": "{{symbol}} ({{as_of}}): no declared ex-date within 30 days ({{ex_soon|pct}})."
    }
  ],
  "dry_run": true
}

Response JSON (CL, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "ex_soon": {
      "yes_no": 0.0537,
      "rule": "days_to_ex_div <= 30",
      "basis": "rule"
    },
    "next_up": {
      "yes_no": 0.5,
      "rule": "next_div_amount > last_div_amount",
      "basis": "pattern"
    },
    "quarterly": {
      "yes_no": 0.55,
      "rule": "div_count_ttm >= 4",
      "basis": "rule"
    },
    "yield": {
      "yes_no": 0.0537,
      "rule": "div_yield_ttm > 3",
      "basis": "pattern"
    }
  },
  "context": {
    "symbol": "CL",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "ex_reminder",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "no_ex",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "ir-team",
      "preview": {
        "text": "CL (2026-10-30): no declared ex-date within 30 days (5%)."
      }
    }
  ]
}

days_to_ex_div div_count_ttm div_yield_ttm last_div_amount next_div_amount

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Investor relations team · example 20

IR at CVX: where do we sit against XOM and the sector?

Compare CVX with XOM and the energy ETF on trend strength and volatility before the strategy update.

ora-fin-0.1.13 symbols, one request each6 questions

State3 symbols
Questions6 asked
Answersreal, captured
Actionsnone

State

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

Questions

`adx`	rule	`adx(14) > 20 and diplus(14) > diminus(14)` Trending up (ADX over 20 and +DI over −DI)
`di`	rule	`diplus(14) > diminus(14)` Plus directional index above minus
`atr`	rule	`atr_pct(14) > 3` A typical day moves more than 3%
`ema`	rule	`C > ema(C, 21)` Above the 21-day exponential average
`hv`	English → rule	Is 20-day historical volatility below 20%?
`beat_spy`	forecast	Will it beat SPY over the next month? Beating SPY over a month

Answers

Symbol	`adx`rule	`di`rule	`atr`rule	`ema`rule	`hv`rule	`beat_spy`forecast
`CVX`	0.9374	0.9374	0.0537	0.941	0.2996	0.564
`XOM`	0.937	0.9409	0.0537	0.9441	0.2129	0.554
`XLE`	0.2133	0.8252	0.0537	0.9281	0.2403	0.55

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: Trending up (ADX over 20 and +DI over −DI): true for CVX, XOM of 3. Plus directional index above minus: true for CVX, XOM, XLE of 3. A typical day moves more than 3%: true for none of 3. Above the 21-day exponential average: true for CVX, XOM, XLE of 3. Highest odds for “Beating SPY over a month”: CVX at 56%.

If the sector ETF trends and the company does not, the gap is company-specific; if all three move together, the story is the oil price.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "CVX"
  },
  "questions": {
    "adx": {
      "type": "yes_no",
      "ask": "adx(14) > 20 and diplus(14) > diminus(14)"
    },
    "di": {
      "type": "yes_no",
      "ask": "diplus(14) > diminus(14)"
    },
    "atr": {
      "type": "yes_no",
      "ask": "atr_pct(14) > 3"
    },
    "ema": {
      "type": "yes_no",
      "ask": "C > ema(C, 21)"
    },
    "hv": {
      "type": "yes_no",
      "instructions": "Is 20-day historical volatility below 20%?"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  }
}

Response JSON (CVX, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "adx": {
      "yes_no": 0.9374,
      "rule": "adx(14) > 20 and diplus(14) > diminus(14)",
      "basis": "rule"
    },
    "di": {
      "yes_no": 0.9374,
      "rule": "diplus(14) > diminus(14)",
      "basis": "rule"
    },
    "atr": {
      "yes_no": 0.0537,
      "rule": "atr_pct(14) > 3",
      "basis": "rule"
    },
    "ema": {
      "yes_no": 0.941,
      "rule": "C > ema(C, 21)",
      "basis": "rule"
    },
    "hv": {
      "yes_no": 0.2996,
      "rule": "std(log(C / C[-1]), 20) * sqrt(20 / 19) * sqrt(252) < 0.2",
      "basis": "pattern"
    },
    "beat_spy": {
      "yes_no": 0.564
    }
  },
  "context": {
    "symbol": "CVX",
    "as_of": "2026-10-30"
  }
}

adx atr_pct diminus diplus ema log offset sqrt std

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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 Corporates: Corporate treasury, CFO office, Bank credit analyst, Financial journalist / media.

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

IR at DIS: confirm our earnings date and timing

State

Questions

Answers

What it means

IR at MCD: is the stock quiet ahead of investor day?

State

Questions

Answers

What it means

IR at CSCO: how was the last dividend raise received?

State

Questions

Answers

What it means

IR at LLY: is the stock stretched going into conferences?

State

Questions

Answers

What it means

A Friday share-price note for the board pack

State

Questions

Answers

Actions

What it means

IR at INTC: are sellers still in control?

State

Questions

Answers

What it means

IR at PFE: log the earnings reaction to our CRM

State

Questions

Answers

Actions

What it means

IR at AMGN: did a reversal candle form after the selloff?

State

Questions

Answers

What it means

IR at CL: remind retail holders before the ex-date

State

Questions

Answers

Actions

What it means

IR at CVX: where do we sit against XOM and the sector?

State

Questions

Answers

What it means