Model

Use cases · Institutions

Pension fund: 20 ways to use Ora

Policy portfolio, rebalancing ranges and risk-off signals for a long-horizon board. Each example is a complete, runnable request with the real answers it returned (32 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 (42)

sma 14 offset 8 ref 7 max 4 roc 3 avg 3 lowest 3 atr 3 log 2 sqrt 2 std 2 macd 1 macdhist 1 macdsignal 1 wma 1 obv 1 three_black_crows 1 zscore 1 engulfing_bull 1 harami_bull 1 rsi 1 div_count_ttm 1 div_yield_ttm 1 raised_last 1 dark_cloud 1 engulfing_bear 1 evening_star 1 tweezer_top 1 min 1 cut_last 1 marubozu 1 pays_dividend 1 highest 1 percentrank 1 beat_eps_last 1 days_to_earnings 1 lowestbars 1 spinning_top 1 ema 1 linreg 1 mean 1 rec 1

Examples 1–10 of 20 · page 1 of 2

Pension fund · example 1

Policy portfolio trend board: VTI, VEA, VWO, BND

Before the quarterly board meeting, show the trend state of each policy-portfolio building block in plain words.

ora-fin-0.1.14 symbols, one request each4 questions

State4 symbols
Questions4 asked
Answersreal, captured
Actionsnone

State

{"symbol":"VTI"} then VEA, VWO, BND, one request each. The server fills in the latest completed session.

Questions

`above_200d`	English → rule	Is the stock above its 200-day moving average?
`sma200_up`	rule	`sma(C, 200) > ref(sma(C, 200), -20)` The 200-day average is rising
`three_month`	rule	`C > C[-63]` Higher than three months ago
`drop5`	forecast	Will it drop at least 5% at some point in the next month? A 5% drawdown within a month

Answers

Symbol	`above_200d`rule	`sma200_up`rule	`three_month`rule	`drop5`forecast
`VTI`	0.9415	0.9463	0.3524	0.187
`VEA`	0.5877	0.9463	0.1666	0.223
`VWO`	0.0887	0.9463	0.055	0.255
`BND`	0.2013	0.0674	0.2986	0.007

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

What it means

Session of 2026-10-30, 4 symbols: Is the stock above its 200-day moving average: true for VTI of 4. The 200-day average is rising: true for VTI, VEA, VWO of 4. Higher than three months ago: true for none of 4. Highest odds for “A 5% drawdown within a month”: VWO at 26%.

The board sees which asset classes are in long-term uptrends; the policy weights stay where the investment policy statement puts them.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "VTI"
  },
  "questions": {
    "above_200d": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "sma200_up": {
      "type": "yes_no",
      "ask": "sma(C, 200) > ref(sma(C, 200), -20)"
    },
    "three_month": {
      "type": "yes_no",
      "ask": "C > C[-63]"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (VTI, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "above_200d": {
      "yes_no": 0.9415,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "sma200_up": {
      "yes_no": 0.9463,
      "rule": "sma(C, 200) > ref(sma(C, 200), -20)",
      "basis": "rule"
    },
    "three_month": {
      "yes_no": 0.3524,
      "rule": "C > C[-63]",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.187
    }
  },
  "context": {
    "symbol": "VTI",
    "as_of": "2026-10-30"
  }
}

offset ref sma

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Pension fund · example 2

Rebalancing band trigger: has VTI moved more than the band?

The fund rebalances when equities move outside a band. Check the three-month move and open a rebalancing ticket when it is breached.

ora-fin-0.1.1VTI4 questions3 actions

StateVTI
Questions4 asked
Answersreal, captured
Actions3 rules · dry run

State

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

Questions

`up_band`	rule	`roc(C, 63) > 8` Up more than 8% over three months
`down_band`	rule	`roc(C, 63) < -8` Down more than 8% over three months
`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`vol_rise`	forecast	Will volatility rise over the next 5 days? Volatility rising over 5 days

Answers

Question	Answer	Reading
`up_band` Up more than 8% over three months	0.0537	false
`down_band` Down more than 8% over three months	0.0537	false
`trend` Above the 50-day average	0.1242	false
`vol_rise` Volatility rising over 5 days	0.518	52% · close to even

Actions

Rules on the answers decide what to send.

up_band >= 0.6→Webhookrebalancing-system

down_band >= 0.6→Webhookrebalancing-system

else→Slackpension-investments

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

trimrule false: skipped

addrule false: skipped

insidewould send (dry run)Slack → pension-investments

{
  "text": "VTI (2026-10-30) is inside its rebalancing band (up 5%, down 5%)."
}

What it means

For VTI on the session of 2026-10-30: Not true: Up more than 8% over three months; Down more than 8% over three months; Above the 50-day average. Forecasts: Volatility rising over 5 days 52%. Fired: inside (Slack → pension-investments).

The band is a mechanical rule from the policy; a ticket opens only when the move clears it, and staff execute with the custodian.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "VTI"
  },
  "questions": {
    "up_band": {
      "type": "yes_no",
      "ask": "roc(C, 63) > 8"
    },
    "down_band": {
      "type": "yes_no",
      "ask": "roc(C, 63) < -8"
    },
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "vol_rise": {
      "type": "yes_no",
      "instructions": "Will volatility rise over the next 5 days?"
    }
  },
  "actions": [
    {
      "id": "trim",
      "when": "up_band >= 0.6",
      "do": "webhook",
      "connection": "rebalancing-system",
      "body": {
        "ticket": "rebalance",
        "asset": "{{symbol}}",
        "direction": "trim_to_target",
        "as_of": "{{as_of}}",
        "p_band": "{{up_band}}"
      }
    },
    {
      "id": "add",
      "when": "down_band >= 0.6",
      "do": "webhook",
      "connection": "rebalancing-system",
      "body": {
        "ticket": "rebalance",
        "asset": "{{symbol}}",
        "direction": "add_to_target",
        "as_of": "{{as_of}}",
        "p_band": "{{down_band}}"
      }
    },
    {
      "id": "inside",
      "when": "else",
      "do": "slack",
      "connection": "pension-investments",
      "message": "{{symbol}} ({{as_of}}) is inside its rebalancing band (up {{up_band|pct}}, down {{down_band|pct}})."
    }
  ],
  "dry_run": true
}

Response JSON (VTI, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "up_band": {
      "yes_no": 0.0537,
      "rule": "roc(C, 63) > 8",
      "basis": "rule"
    },
    "down_band": {
      "yes_no": 0.0537,
      "rule": "roc(C, 63) < -8",
      "basis": "rule"
    },
    "trend": {
      "yes_no": 0.1242,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "vol_rise": {
      "yes_no": 0.518
    }
  },
  "context": {
    "symbol": "VTI",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "trim",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "add",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "inside",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "pension-investments",
      "preview": {
        "text": "VTI (2026-10-30) is inside its rebalancing band (up 5%, down 5%)."
      }
    }
  ]
}

roc sma

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Pension fund · example 3

Risk-off read for the board: SPY trend, volatility and breadth

A long-horizon board wants one plain question answered: is the market in a risk-off regime right now?

ora-fin-0.1.1SPY5 questions2 actions

StateSPY
Questions5 asked
Answersreal, captured
Actions2 rules · dry run

State

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

Questions

`below_200d`	English → rule	Is the stock below its 200-day moving average?
`death`	English → rule	Did a death cross happen today?
`hv`	rule	`std(log(C / C[-1]), 20) * sqrt(252) > 0.4` Annualized 20-day volatility above 40%
`drawdown`	rule	`C < 0.8 * max(H, 252)` More than 20% off the 52-week high
`drop10`	forecast	Will it drop at least 10% at some point in the next month? A 10% drawdown within a month

Answers

Question	Answer	Reading
`below_200d` Is the stock below its 200-day moving average compiled to `C < sma(C, 200)`	0.0549	false
`death` Did a death cross happen today compiled to `(sma(C, 50) < sma(C, 200)) and (ref(sma(C, 50), -1) >= ref(sma(C, 200), -1))`	0.0537	false
`hv` Annualized 20-day volatility above 40%	0.0537	false
`drawdown` More than 20% off the 52-week high	0.0537	false
`drop10` A 10% drawdown within a month	0.205	21% · unlikely

Actions

Rules on the answers decide what to send.

below_200d >= 0.6 and drawdown >= 0.6→Emailinvestment-committee

else→Emailinvestment-committee

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

risk_offrule false: skipped

normalwould send (dry run)Email → investment-committee

{
  "subject": "Regime check: not risk-off (2026-10-30)",
  "text": "SPY: below the 200-day 5%, 20% drawdown 5%. No action."
}

What it means

For SPY on the session of 2026-10-30: Not true: Is the stock below its 200-day moving average; Did a death cross happen today; Annualized 20-day volatility above 40%; More than 20% off the 52-week high. Forecasts: A 10% drawdown within a month 21%. Fired: normal (Email → investment-committee).

The committee gets a short email either way, and the regime label comes from exact rules, so it is reproducible.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "SPY"
  },
  "questions": {
    "below_200d": {
      "type": "yes_no",
      "instructions": "Is the stock below its 200-day moving average?"
    },
    "death": {
      "type": "yes_no",
      "instructions": "Did a death cross happen today?"
    },
    "hv": {
      "type": "yes_no",
      "ask": "std(log(C / C[-1]), 20) * sqrt(252) > 0.4"
    },
    "drawdown": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "risk_off",
      "when": "below_200d >= 0.6 and drawdown >= 0.6",
      "do": "email",
      "connection": "investment-committee",
      "subject": "Risk-off regime: {{symbol}} ({{as_of}})",
      "message": "{{symbol}} is below its 200-day and more than 20% off its high. Further 10% drawdown odds: {{drop10|pct}}. No policy change without committee approval."
    },
    {
      "id": "normal",
      "when": "else",
      "do": "email",
      "connection": "investment-committee",
      "subject": "Regime check: not risk-off ({{as_of}})",
      "message": "{{symbol}}: below the 200-day {{below_200d|pct}}, 20% drawdown {{drawdown|pct}}. No action."
    }
  ],
  "dry_run": true
}

Response JSON (SPY, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "below_200d": {
      "yes_no": 0.0549,
      "rule": "C < sma(C, 200)",
      "basis": "comparison"
    },
    "death": {
      "yes_no": 0.0537,
      "rule": "(sma(C, 50) < sma(C, 200)) and (ref(sma(C, 50), -1) >= ref(sma(C, 200), -1))",
      "basis": "pattern"
    },
    "hv": {
      "yes_no": 0.0537,
      "rule": "std(log(C / C[-1]), 20) * sqrt(252) > 0.4",
      "basis": "rule"
    },
    "drawdown": {
      "yes_no": 0.0537,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "drop10": {
      "yes_no": 0.205
    }
  },
  "context": {
    "symbol": "SPY",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "risk_off",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "normal",
      "fired": true,
      "status": "dry_run",
      "do": "email",
      "connection": "investment-committee",
      "preview": {
        "subject": "Regime check: not risk-off (2026-10-30)",
        "text": "SPY: below the 200-day 5%, 20% drawdown 5%. No action."
      }
    }
  ]
}

log max offset ref sma sqrt std

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Pension fund · example 4

Liability hedge: TLT trend and momentum

Long Treasuries hedge the liabilities. Check whether long-bond prices are trending, which affects the funded-status swing.

ora-fin-0.1.1TLT5 questions

StateTLT
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`macd`	rule	`macd(C) > macdsignal(C)` MACD above its signal line
`hist`	rule	`macdhist(C) > ref(macdhist(C), -1)` MACD histogram rising
`wma`	rule	`wma(C, 20) > wma(C, 50)` 20-day weighted average above the 50-day
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Question	Answer	Reading
`trend` Above the 50-day average	0.8482	true
`macd` MACD above its signal line	0.9084	true
`hist` MACD histogram rising	0.2733	false
`wma` 20-day weighted average above the 50-day	0.8569	true
`up_week` Higher in a week	0.561	56% · close to even

What it means

For TLT on the session of 2026-10-30: True now: Above the 50-day average; MACD above its signal line; 20-day weighted average above the 50-day. Not true: MACD histogram rising. Forecasts: Higher in a week 56%.

Rising long-bond prices lift both the hedge and the liability value; the funded-status report shows the facts next to each other.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "TLT"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "macd": {
      "type": "yes_no",
      "ask": "macd(C) > macdsignal(C)"
    },
    "hist": {
      "type": "yes_no",
      "ask": "macdhist(C) > ref(macdhist(C), -1)"
    },
    "wma": {
      "type": "yes_no",
      "ask": "wma(C, 20) > wma(C, 50)"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  }
}

Response JSON (TLT, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.8482,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "macd": {
      "yes_no": 0.9084,
      "rule": "macd(C) > macdsignal(C)",
      "basis": "rule"
    },
    "hist": {
      "yes_no": 0.2733,
      "rule": "macdhist(C) > ref(macdhist(C), -1)",
      "basis": "rule"
    },
    "wma": {
      "yes_no": 0.8569,
      "rule": "wma(C, 20) > wma(C, 50)",
      "basis": "rule"
    },
    "up_week": {
      "yes_no": 0.561
    }
  },
  "context": {
    "symbol": "TLT",
    "as_of": "2026-10-30"
  }
}

macd macdhist macdsignal ref sma wma

Try it in the Playground

Pension fund · example 5

Weekly funded-status inputs: equities and long bonds

Every Friday after the close, post the trend answers for the growth and hedge assets to the funded-status dashboard.

ora-fin-0.1.13 symbols, one request each3 questions1 actionworkflow · Fri at 17:30 ET

ScheduleFri at 17:30 ET
State3 symbols
Questions3 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`up_month`	English → rule	Is the stock up over the last month?
`drop5`	forecast	Will it drop at least 5% at some point in the next month? A 5% drawdown within a month

Answers

Symbol	`trend`rule	`up_month`rule	`drop5`forecast	Fired
`VTI`	0.1242	0.2517	0.187	`row`
`TLT`	0.8482	0.9298	0.164	`row`
`LQD`	0.6552	0.9078	0.022	`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.

trend >= 0→Webhookfunded-status-dashboard

VTI 1 of 1 fired · dry run, nothing sent

rowwould send (dry run)Webhook → funded-status-dashboard

{
  "asset": "VTI",
  "as_of": "2026-10-30",
  "above_50d": 0.1242,
  "up_month": 0.2517,
  "p_drop5": 0.187
}

TLT 1 of 1 fired · dry run, nothing sent

rowwould send (dry run)Webhook → funded-status-dashboard

{
  "asset": "TLT",
  "as_of": "2026-10-30",
  "above_50d": 0.8482,
  "up_month": 0.9298,
  "p_drop5": 0.164
}

LQD 1 of 1 fired · dry run, nothing sent

rowwould send (dry run)Webhook → funded-status-dashboard

{
  "asset": "LQD",
  "as_of": "2026-10-30",
  "above_50d": 0.6552,
  "up_month": 0.9078,
  "p_drop5": 0.022
}

What it means

Session of 2026-10-30, 3 symbols: Above the 50-day average: true for TLT, LQD of 3. Is the stock up over the last month: true for TLT, LQD of 3. Highest odds for “A 5% drawdown within a month”: VTI at 19%. row fired for VTI, TLT, LQD.

One row per asset each week; actuarial staff combine them with the liability side, the rows themselves are not a funded-status number.

As a scheduled workflow (Fri at 17:30 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 funded-status inputs: equities and long bonds",
  "symbols": "VTI TLT LQD",
  "days": [
    5
  ],
  "at_time": "17:30",
  "model": "ora-fin-0.1.1",
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "up_month": {
      "type": "yes_no",
      "instructions": "Is the stock up over the last month?"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "row",
      "when": "trend >= 0",
      "do": "webhook",
      "connection": "funded-status-dashboard",
      "body": {
        "asset": "{{symbol}}",
        "as_of": "{{as_of}}",
        "above_50d": "{{trend}}",
        "up_month": "{{up_month}}",
        "p_drop5": "{{drop5}}"
      }
    }
  ]
}

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "VTI"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "up_month": {
      "type": "yes_no",
      "instructions": "Is the stock up over the last month?"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "row",
      "when": "trend >= 0",
      "do": "webhook",
      "connection": "funded-status-dashboard",
      "body": {
        "asset": "{{symbol}}",
        "as_of": "{{as_of}}",
        "above_50d": "{{trend}}",
        "up_month": "{{up_month}}",
        "p_drop5": "{{drop5}}"
      }
    }
  ],
  "dry_run": true
}

Response JSON (VTI, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.1242,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "up_month": {
      "yes_no": 0.2517,
      "rule": "C > C[-21]",
      "basis": "pattern"
    },
    "drop5": {
      "yes_no": 0.187
    }
  },
  "context": {
    "symbol": "VTI",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "row",
      "fired": true,
      "status": "dry_run",
      "do": "webhook",
      "connection": "funded-status-dashboard",
      "preview": {
        "body": {
          "asset": "VTI",
          "as_of": "2026-10-30",
          "above_50d": 0.1242,
          "up_month": 0.2517,
          "p_drop5": 0.187
        }
      }
    }
  ]
}

offset sma

Try it in the Playground

Pension fund · example 6

Public proxy for private real estate: XLRE

Private real estate is marked with a lag. Watch its listed proxy to anticipate the next valuation round.

ora-fin-0.1.1XLRE4 questions

StateXLRE
Questions4 asked
Answersreal, captured
Actionsnone

State

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

Questions

`drawdown`	rule	`C < 0.8 * max(H, 252)` More than 20% off the 52-week high
`trend`	English → rule	Is the stock above its 200-day moving average?
`down_month`	English → rule	Is the stock down more than 5% over the last month?
`drop10`	forecast	Will it drop at least 10% at some point in the next month? A 10% drawdown within a month

Answers

Question	Answer	Reading
`drawdown` More than 20% off the 52-week high	0.0537	false
`trend` Is the stock above its 200-day moving average compiled to `C > sma(C, 200)`	0.5384	on the line (true)
`down_month` Is the stock down more than 5% over the last month compiled to `C / C[-21] - 1 < -0.05`	0.0537	false
`drop10` A 10% drawdown within a month	0.202	20% · unlikely

What it means

For XLRE on the session of 2026-10-30: Not true: More than 20% off the 52-week high; Is the stock down more than 5% over the last month. On the line: Is the stock above its 200-day moving average. Forecasts: A 10% drawdown within a month 20%.

A listed proxy falling hard today often shows up in private marks a quarter later; staff warn the board early.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "XLRE"
  },
  "questions": {
    "drawdown": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "down_month": {
      "type": "yes_no",
      "instructions": "Is the stock down more than 5% over the last month?"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    }
  }
}

Response JSON (XLRE, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "drawdown": {
      "yes_no": 0.0537,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "trend": {
      "yes_no": 0.5384,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "down_month": {
      "yes_no": 0.0537,
      "rule": "C / C[-21] - 1 < -0.05",
      "basis": "pattern"
    },
    "drop10": {
      "yes_no": 0.202
    }
  },
  "context": {
    "symbol": "XLRE",
    "as_of": "2026-10-30"
  }
}

max offset sma

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Pension fund · example 7

Inflation sleeve: TIP, DBC and GLD together

The real-assets sleeve should help when inflation surprises. Check the three funds on the same trend and momentum rules.

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

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

State

{"symbol":"TIP"} then DBC, GLD, 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
`obv`	rule	`obv() > sma(obv(), 20)` On-balance volume above its 20-day average
`rally5`	forecast	Will it rally at least 5% at some point in the next month? A 5% rally within a month

Answers

Symbol	`trend`rule	`roc`rule	`obv`rule	`rally5`forecast	Fired
`TIP`	0.8649	0.0772	0.8919	0.008	`sleeve_row`
`DBC`	0.8888	0.2584	0.2279	0.392	`sleeve_row`
`GLD`	0.0807	0.0839	0.1358	0.503	`sleeve_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.

trend >= 0→Webhookrisk-dashboard

TIP 1 of 1 fired · dry run, nothing sent

sleeve_rowwould send (dry run)Webhook → risk-dashboard

{
  "sleeve": "inflation",
  "fund": "TIP",
  "as_of": "2026-10-30",
  "above_50d": 0.8649,
  "roc20_5": 0.0772,
  "p_rally5": 0.008
}

DBC 1 of 1 fired · dry run, nothing sent

sleeve_rowwould send (dry run)Webhook → risk-dashboard

{
  "sleeve": "inflation",
  "fund": "DBC",
  "as_of": "2026-10-30",
  "above_50d": 0.8888,
  "roc20_5": 0.2584,
  "p_rally5": 0.392
}

GLD 1 of 1 fired · dry run, nothing sent

sleeve_rowwould send (dry run)Webhook → risk-dashboard

{
  "sleeve": "inflation",
  "fund": "GLD",
  "as_of": "2026-10-30",
  "above_50d": 0.0807,
  "roc20_5": 0.0839,
  "p_rally5": 0.503
}

What it means

Session of 2026-10-30, 3 symbols: Above the 50-day average: true for TIP, DBC of 3. Up more than 5% in 20 sessions: true for none of 3. On-balance volume above its 20-day average: true for TIP of 3. Highest odds for “A 5% rally within a month”: GLD at 50%. sleeve_row fired for TIP, DBC, GLD.

If all three trend, the sleeve is doing its job; mixed answers are normal and are noted in the quarterly report.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "TIP"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "roc": {
      "type": "yes_no",
      "ask": "roc(C, 20) > 5"
    },
    "obv": {
      "type": "yes_no",
      "ask": "obv() > sma(obv(), 20)"
    },
    "rally5": {
      "type": "yes_no",
      "instructions": "Will it rally at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "sleeve_row",
      "when": "trend >= 0",
      "do": "webhook",
      "connection": "risk-dashboard",
      "body": {
        "sleeve": "inflation",
        "fund": "{{symbol}}",
        "as_of": "{{as_of}}",
        "above_50d": "{{trend}}",
        "roc20_5": "{{roc}}",
        "p_rally5": "{{rally5}}"
      }
    }
  ],
  "dry_run": true
}

Response JSON (TIP, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.8649,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "roc": {
      "yes_no": 0.0772,
      "rule": "roc(C, 20) > 5",
      "basis": "rule"
    },
    "obv": {
      "yes_no": 0.8919,
      "rule": "obv() > sma(obv(), 20)",
      "basis": "rule"
    },
    "rally5": {
      "yes_no": 0.008
    }
  },
  "context": {
    "symbol": "TIP",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "sleeve_row",
      "fired": true,
      "status": "dry_run",
      "do": "webhook",
      "connection": "risk-dashboard",
      "preview": {
        "body": {
          "sleeve": "inflation",
          "fund": "TIP",
          "as_of": "2026-10-30",
          "above_50d": 0.8649,
          "roc20_5": 0.0772,
          "p_rally5": 0.008
        }
      }
    }
  ]
}

obv roc sma

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Pension fund · example 8

Credit sleeve health: HYG drawdown checks

The credit sleeve supplies income; check high yield for breakdowns and heavy selling before the monthly credit review.

ora-fin-0.1.1HYG5 questions1 action

StateHYG
Questions5 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`breakdown`	rule	`C < lowest(L, 20)` Closed under the 20-day low
`down_vol`	rule	`C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)` Down on heavy volume
`zs`	rule	`zscore(C, 20) < -2` Two deviations under the 20-day mean
`crows`	rule	`three_black_crows()` three black crows candle: Three red bars, each closing lower and opening inside the previous body.
`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
`breakdown` Closed under the 20-day low	0.0811	false
`down_vol` Down on heavy volume	0.1932	false
`zs` Two deviations under the 20-day mean	0.0641	false
`crows` three black crows candle: Three red bars, each closing lower and opening inside the previous body.	0.1432	false
`drop5` A 5% drawdown within a month	0.009	1% · unlikely

Actions

Rules on the answers decide what to send.

breakdown >= 0.6 or zs >= 0.6→Slackcredit-review

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

credit_reviewrule false: skipped

What it means

For HYG on the session of 2026-10-30: Not true: Closed under the 20-day low; Down on heavy volume; Two deviations under the 20-day mean; three black crows candle: Three red bars, each closing lower and opening inside the previous body.. Forecasts: A 5% drawdown within a month 1%. No action fired: every rule was false.

A breakdown or an extreme z-score adds the fund to the credit review agenda; nothing is sold automatically.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "HYG"
  },
  "questions": {
    "breakdown": {
      "type": "yes_no",
      "ask": "C < lowest(L, 20)"
    },
    "down_vol": {
      "type": "yes_no",
      "ask": "C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)"
    },
    "zs": {
      "type": "yes_no",
      "ask": "zscore(C, 20) < -2"
    },
    "crows": {
      "type": "yes_no",
      "ask": "three_black_crows()"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "credit_review",
      "when": "breakdown >= 0.6 or zs >= 0.6",
      "do": "slack",
      "connection": "credit-review",
      "message": "{{symbol}} ({{as_of}}): 20-day breakdown {{breakdown|pct}}, z-score under -2 {{zs|pct}}. Add to the monthly credit review."
    }
  ],
  "dry_run": true
}

Response JSON (HYG, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "breakdown": {
      "yes_no": 0.0811,
      "rule": "C < lowest(L, 20)",
      "basis": "rule"
    },
    "down_vol": {
      "yes_no": 0.1932,
      "rule": "C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)",
      "basis": "rule"
    },
    "zs": {
      "yes_no": 0.0641,
      "rule": "zscore(C, 20) < -2",
      "basis": "rule"
    },
    "crows": {
      "yes_no": 0.1432,
      "rule": "three_black_crows()",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.009
    }
  },
  "context": {
    "symbol": "HYG",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "credit_review",
      "fired": false,
      "status": "skipped"
    }
  ]
}

avg lowest offset ref three_black_crows zscore

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Pension fund · example 9

Emerging markets allocation: EEM momentum and reversals

Check emerging-market equities for trend and reversal candles ahead of a possible tactical tilt discussion.

ora-fin-0.1.1EEM5 questions

StateEEM
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend`	English → rule	Is the stock above its 200-day moving average?
`engulf`	rule	`engulfing_bull()` engulfing bull candle: A green body that engulfs yesterday's red body.
`harami`	rule	`harami_bull()` harami bull candle: A small green body inside yesterday's red body.
`rsi`	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

Question	Answer	Reading
`trend` Is the stock above its 200-day moving average compiled to `C > sma(C, 200)`	0.1449	false
`engulf` engulfing bull candle: A green body that engulfs yesterday's red body.	0.0823	false
`harami` harami bull candle: A small green body inside yesterday's red body.	0.0701	false
`rsi` RSI above 50	0.072	false
`beat_spy` Beating SPY over a month	0.501	50% · close to even

What it means

For EEM on the session of 2026-10-30: Not true: Is the stock above its 200-day moving average; engulfing bull candle: A green body that engulfs yesterday's red body.; harami bull candle: A small green body inside yesterday's red body.; RSI above 50. Forecasts: Beating SPY over a month 50%.

Any tilt needs the committee; the answers describe the current state of the market, not a recommendation.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "EEM"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "engulf": {
      "type": "yes_no",
      "ask": "engulfing_bull()"
    },
    "harami": {
      "type": "yes_no",
      "ask": "harami_bull()"
    },
    "rsi": {
      "type": "yes_no",
      "ask": "rsi(C, 14) > 50"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  }
}

Response JSON (EEM, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.1449,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "engulf": {
      "yes_no": 0.0823,
      "rule": "engulfing_bull()",
      "basis": "rule"
    },
    "harami": {
      "yes_no": 0.0701,
      "rule": "harami_bull()",
      "basis": "rule"
    },
    "rsi": {
      "yes_no": 0.072,
      "rule": "rsi(C, 14) > 50",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.501
    }
  },
  "context": {
    "symbol": "EEM",
    "as_of": "2026-10-30"
  }
}

engulfing_bull harami_bull rsi sma

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Pension fund · example 10

Benchmark context for growth managers: IWF

The fund uses growth and value managers. See whether the growth style is in favor so manager performance is judged in context.

ora-fin-0.1.1IWF4 questions

StateIWF
Questions4 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`leader`	rule	`roc(C, 63) > 10 and C >= 0.95 * max(H, 63)` Up more than 10% in a quarter, near the high
`momentum`	rule	`roc(C, 20) > 5 and V > avg(V, 50) and C > sma(C, 50)` Momentum with participation
`beat_spy`	forecast	Will it beat SPY over the next month? Beating SPY over a month

Answers

Question	Answer	Reading
`trend` Above the 50-day average	0.0608	false
`leader` Up more than 10% in a quarter, near the high	0.0537	false
`momentum` Momentum with participation	0.0537	false
`beat_spy` Beating SPY over a month	0.497	50% · close to even

What it means

For IWF on the session of 2026-10-30: Not true: Above the 50-day average; Up more than 10% in a quarter, near the high; Momentum with participation. Forecasts: Beating SPY over a month 50%.

A growth manager trailing when the growth benchmark is weak is expected; the context goes into the manager review notes.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "IWF"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "leader": {
      "type": "yes_no",
      "ask": "roc(C, 63) > 10 and C >= 0.95 * max(H, 63)"
    },
    "momentum": {
      "type": "yes_no",
      "ask": "roc(C, 20) > 5 and V > avg(V, 50) and C > sma(C, 50)"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  }
}

Response JSON (IWF, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.0608,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "leader": {
      "yes_no": 0.0537,
      "rule": "roc(C, 63) > 10 and C >= 0.95 * max(H, 63)",
      "basis": "rule"
    },
    "momentum": {
      "yes_no": 0.0537,
      "rule": "roc(C, 20) > 5 and V > avg(V, 50) and C > sma(C, 50)",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.497
    }
  },
  "context": {
    "symbol": "IWF",
    "as_of": "2026-10-30"
  }
}

avg max roc sma

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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, Index provider, Insurance investment office, 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

Policy portfolio trend board: VTI, VEA, VWO, BND

State

Questions

Answers

What it means

Rebalancing band trigger: has VTI moved more than the band?

State

Questions

Answers

Actions

What it means

Risk-off read for the board: SPY trend, volatility and breadth

State

Questions

Answers

Actions

What it means

Liability hedge: TLT trend and momentum

State

Questions

Answers

What it means

Weekly funded-status inputs: equities and long bonds

State

Questions

Answers

Actions

What it means

Public proxy for private real estate: XLRE

State

Questions

Answers

What it means

Inflation sleeve: TIP, DBC and GLD together

State

Questions

Answers

Actions

What it means

Credit sleeve health: HYG drawdown checks

State

Questions

Answers

Actions

What it means

Emerging markets allocation: EEM momentum and reversals

State

Questions

Answers

What it means

Benchmark context for growth managers: IWF

State

Questions

Answers

What it means