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 11–20 of 20 · page 2 of 2

Pension fund · example 11

Is the market calm enough to rebalance this week?

Large rebalancing trades cost more in turbulent markets. Check SPY's volatility state and forecast before scheduling trades.

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

`calm`	English → rule	Is 20-day historical volatility below 20%?
`atr_low`	English → rule	Is the 14-day ATR less than 2% of the price?
`nr7`	rule	`(H - L) < lowest(H - L, 6)` Narrowest range of the last seven sessions (NR7)
`vol_calm`	forecast	Will volatility calm down over the next 5 days? Volatility calming over 5 days
`vol_rise`	forecast	Will volatility rise over the next 5 days? Volatility rising over 5 days

Answers

Question	Answer	Reading
`calm` Is 20-day historical volatility below 20% compiled to `std(log(C / C[-1]), 20) * sqrt(20 / 19) * sqrt(252) < 0.2`	0.9463	true
`atr_low` Is the 14-day ATR less than 2% of the price compiled to `atr(14) / C < 0.02`	0.9463	true
`nr7` Narrowest range of the last seven sessions (NR7)	0.0547	false
`vol_calm` Volatility calming over 5 days	0.452	45% · close to even
`vol_rise` Volatility rising over 5 days	0.558	56% · close to even

Actions

Rules on the answers decide what to send.

calm >= 0.6 and vol_rise < 0.6→Webhookrebalancing-system

else→Emailme

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

schedule_tradeswould send (dry run)Webhook → rebalancing-system

{
  "ticket": "schedule_rebalance_trades",
  "underlying": "SPY",
  "as_of": "2026-10-30",
  "regime": "calm",
  "p_calm": 0.9463,
  "p_vol_rise": 0.558
}

deferrule false: skipped

What it means

For SPY on the session of 2026-10-30: True now: Is 20-day historical volatility below 20%; Is the 14-day ATR less than 2% of the price. Not true: Narrowest range of the last seven sessions (NR7). Forecasts: Volatility calming over 5 days 45%; Volatility rising over 5 days 56%. Fired: schedule_trades (Webhook → rebalancing-system).

Calm rules true with no rising-volatility forecast suggests a good week to trade; staff still spread trades over days.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "SPY"
  },
  "questions": {
    "calm": {
      "type": "yes_no",
      "instructions": "Is 20-day historical volatility below 20%?"
    },
    "atr_low": {
      "type": "yes_no",
      "instructions": "Is the 14-day ATR less than 2% of the price?"
    },
    "nr7": {
      "type": "yes_no",
      "ask": "(H - L) < lowest(H - L, 6)"
    },
    "vol_calm": {
      "type": "yes_no",
      "instructions": "Will volatility calm down over the next 5 days?"
    },
    "vol_rise": {
      "type": "yes_no",
      "instructions": "Will volatility rise over the next 5 days?"
    }
  },
  "actions": [
    {
      "id": "schedule_trades",
      "when": "calm >= 0.6 and vol_rise < 0.6",
      "do": "webhook",
      "connection": "rebalancing-system",
      "body": {
        "ticket": "schedule_rebalance_trades",
        "underlying": "{{symbol}}",
        "as_of": "{{as_of}}",
        "regime": "calm",
        "p_calm": "{{calm}}",
        "p_vol_rise": "{{vol_rise}}"
      }
    },
    {
      "id": "defer",
      "when": "else",
      "do": "email",
      "connection": "me",
      "subject": "Defer rebalance trades ({{as_of}})",
      "message": "{{symbol}} is not calm enough: 20-day volatility under 20% {{calm|pct}}, rising over 5 days {{vol_rise|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (SPY, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "calm": {
      "yes_no": 0.9463,
      "rule": "std(log(C / C[-1]), 20) * sqrt(20 / 19) * sqrt(252) < 0.2",
      "basis": "pattern"
    },
    "atr_low": {
      "yes_no": 0.9463,
      "rule": "atr(14) / C < 0.02",
      "basis": "pattern"
    },
    "nr7": {
      "yes_no": 0.0547,
      "rule": "(H - L) < lowest(H - L, 6)",
      "basis": "rule"
    },
    "vol_calm": {
      "yes_no": 0.452
    },
    "vol_rise": {
      "yes_no": 0.558
    }
  },
  "context": {
    "symbol": "SPY",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "schedule_trades",
      "fired": true,
      "status": "dry_run",
      "do": "webhook",
      "connection": "rebalancing-system",
      "preview": {
        "body": {
          "ticket": "schedule_rebalance_trades",
          "underlying": "SPY",
          "as_of": "2026-10-30",
          "regime": "calm",
          "p_calm": 0.9463,
          "p_vol_rise": 0.558
        }
      }
    },
    {
      "id": "defer",
      "fired": false,
      "status": "skipped"
    }
  ]
}

atr log lowest offset sqrt std

Try it in the Playground

Pension fund · example 12

Dividend income from equity holdings: SCHD

Retiree cash flows lean on equity income. Check yield, payout record and price trend of the income fund.

ora-fin-0.1.1SCHD5 questions

StateSCHD
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`yield3`	English → rule	Is the dividend yield above 3%?
`quarterly`	rule	`div_count_ttm >= 4` Pays at least quarterly
`raised`	rule	`raised_last > 0.5` Raised its last dividend
`trend`	rule	`div_yield_ttm > 2 and C > sma(C, 200)` Yield above 2% and above the 200-day
`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
`yield3` Is the dividend yield above 3% compiled to `div_yield_ttm > 3`	0.4287	on the line (false)
`quarterly` Pays at least quarterly	0.55	on the line (true)
`raised` Raised its last dividend	0.8591	true
`trend` Yield above 2% and above the 200-day	0.9463	true
`drop5` A 5% drawdown within a month	0.207	21% · unlikely

What it means

For SCHD on the session of 2026-10-30: True now: Raised its last dividend; Yield above 2% and above the 200-day. On the line: Is the dividend yield above 3%; Pays at least quarterly. Forecasts: A 5% drawdown within a month 21%.

Income facts come from the distribution history; the trend rule says whether the price under the yield is holding.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "SCHD"
  },
  "questions": {
    "yield3": {
      "type": "yes_no",
      "instructions": "Is the dividend yield above 3%?"
    },
    "quarterly": {
      "type": "yes_no",
      "ask": "div_count_ttm >= 4"
    },
    "raised": {
      "type": "yes_no",
      "ask": "raised_last > 0.5"
    },
    "trend": {
      "type": "yes_no",
      "ask": "div_yield_ttm > 2 and C > sma(C, 200)"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (SCHD, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "yield3": {
      "yes_no": 0.4287,
      "rule": "div_yield_ttm > 3",
      "basis": "pattern"
    },
    "quarterly": {
      "yes_no": 0.55,
      "rule": "div_count_ttm >= 4",
      "basis": "rule"
    },
    "raised": {
      "yes_no": 0.8591,
      "rule": "raised_last > 0.5",
      "basis": "rule"
    },
    "trend": {
      "yes_no": 0.9463,
      "rule": "div_yield_ttm > 2 and C > sma(C, 200)",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.207
    }
  },
  "context": {
    "symbol": "SCHD",
    "as_of": "2026-10-30"
  }
}

div_count_ttm div_yield_ttm raised_last sma

Try it in the Playground

Pension fund · example 13

Crash watch: bearish candles on SPY

A board member asks after every sharp day whether a top is forming. Answer with exact candle rules, not opinions.

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

`engulf_bear`	rule	`engulfing_bear()` engulfing bear candle: A red body that engulfs yesterday's green body.
`evening`	rule	`evening_star()` evening star candle: A green bar, a small bar that stays above its close, then a red bar closing below the middle of the first.
`dark`	rule	`dark_cloud()` dark cloud candle: After a green day, opens above its close and closes below the middle of its body (but above its open).
`tweezer_top`	rule	`tweezer_top()` tweezer top candle: Green then red, with highs within 0.1%.
`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
`engulf_bear` engulfing bear candle: A red body that engulfs yesterday's green body.	0.0604	false
`evening` evening star candle: A green bar, a small bar that stays above its close, then a red bar closing below the middle of the first.	0.1524	false
`dark` dark cloud candle: After a green day, opens above its close and closes below the middle of its body (but above its open).	0.0597	false
`tweezer_top` tweezer top candle: Green then red, with highs within 0.1%.	0.0537	false
`drop5` A 5% drawdown within a month	0.203	20% · unlikely

Actions

Rules on the answers decide what to send.

engulf_bear >= 0.6 or evening >= 0.6 or dark >= 0.6→Emailboard-secretary

else→Slackpension-investments

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

board_answerrule false: skipped

nonewould send (dry run)Slack → pension-investments

{
  "text": "SPY (2026-10-30): no bearish reversal candle."
}

What it means

For SPY on the session of 2026-10-30: Not true: engulfing bear candle: A red body that engulfs yesterday's green body.; evening star candle: A green bar, a small bar that stays above its close, then a red bar closing below the middle of the first.; dark cloud candle: After a green day, opens above its close and closes below the middle of its body (but above its open).; tweezer top candle: Green then red, with highs within 0.1%.. Forecasts: A 5% drawdown within a month 20%. Fired: none (Slack → pension-investments).

Candles describe the last few sessions exactly; the drawdown forecast is the better guide to near-term risk.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "SPY"
  },
  "questions": {
    "engulf_bear": {
      "type": "yes_no",
      "ask": "engulfing_bear()"
    },
    "evening": {
      "type": "yes_no",
      "ask": "evening_star()"
    },
    "dark": {
      "type": "yes_no",
      "ask": "dark_cloud()"
    },
    "tweezer_top": {
      "type": "yes_no",
      "ask": "tweezer_top()"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "board_answer",
      "when": "engulf_bear >= 0.6 or evening >= 0.6 or dark >= 0.6",
      "do": "email",
      "connection": "board-secretary",
      "subject": "{{symbol}}: bearish candle on {{as_of}}",
      "message": "{{symbol}} printed a bearish reversal candle (engulfing {{engulf_bear|pct}}, evening star {{evening|pct}}, dark cloud {{dark|pct}}). 5% drawdown odds: {{drop5|pct}}."
    },
    {
      "id": "none",
      "when": "else",
      "do": "slack",
      "connection": "pension-investments",
      "message": "{{symbol}} ({{as_of}}): no bearish reversal candle."
    }
  ],
  "dry_run": true
}

Response JSON (SPY, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "engulf_bear": {
      "yes_no": 0.0604,
      "rule": "engulfing_bear()",
      "basis": "rule"
    },
    "evening": {
      "yes_no": 0.1524,
      "rule": "evening_star()",
      "basis": "rule"
    },
    "dark": {
      "yes_no": 0.0597,
      "rule": "dark_cloud()",
      "basis": "rule"
    },
    "tweezer_top": {
      "yes_no": 0.0537,
      "rule": "tweezer_top()",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.203
    }
  },
  "context": {
    "symbol": "SPY",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "board_answer",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "none",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "pension-investments",
      "preview": {
        "text": "SPY (2026-10-30): no bearish reversal candle."
      }
    }
  ]
}

dark_cloud engulfing_bear evening_star tweezer_top

Try it in the Playground

Pension fund · example 14

Daily drawdown escalation for the CIO

After every close, escalate any core fund that falls more than 3% on the day or breaks its 20-day low.

ora-fin-0.1.13 symbols, one request each4 questions2 actionsworkflow · Mon–Fri at 16:45 ET

ScheduleMon–Fri at 16:45 ET
State3 symbols
Questions4 asked
Answersreal, captured
Actions2 rules · dry run

State

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

Questions

`down3`	English → rule	Did the stock fall more than 3% today?
`low20`	English → rule	Did the stock make a new 20-day low today?
`worst`	English → rule	Was today the worst day of the last 20 sessions?
`drop10`	forecast	Will it drop at least 10% at some point in the next month? A 10% drawdown within a month

Answers

Symbol	`down3`rule	`low20`rule	`worst`rule	`drop10`forecast	Fired
`VTI`	0.0717	0.7296	0.8368	0.189	`team_note`
`VEA`	0.0716	0.3758	0.6593	0.225	none
`TLT`	0.0537	0.0537	0.0895	0.163	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.

down3 >= 0.6→Emailcio

low20 >= 0.6→Slackpension-investments

VTI 1 of 2 fired · dry run, nothing sent

cio_emailrule false: skipped

team_notewould send (dry run)Slack → pension-investments

{
  "text": "VTI (2026-10-30) made a new 20-day low; worst day in 20 sessions 84%."
}

VEA 0 of 2 fired · dry run, nothing sent

TLT 0 of 2 fired · dry run, nothing sent

What it means

Session of 2026-10-30, 3 symbols: Did the stock fall more than 3% today: true for none of 3. Did the stock make a new 20-day low today: true for VTI of 3. Was today the worst day of the last 20 sessions: true for VTI, VEA of 3. Highest odds for “A 10% drawdown within a month”: VEA at 23%. cio_email fired for none. team_note fired for VTI.

Most days nothing fires; when one does, the CIO hears about it the same evening instead of at the monthly meeting.

As a scheduled workflow (Mon–Fri at 16:45 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 drawdown escalation for the CIO",
  "symbols": "VTI VEA TLT",
  "days": [
    1,
    2,
    3,
    4,
    5
  ],
  "at_time": "16:45",
  "model": "ora-fin-0.1.1",
  "questions": {
    "down3": {
      "type": "yes_no",
      "instructions": "Did the stock fall more than 3% today?"
    },
    "low20": {
      "type": "yes_no",
      "instructions": "Did the stock make a new 20-day low today?"
    },
    "worst": {
      "type": "yes_no",
      "instructions": "Was today the worst day of the last 20 sessions?"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "cio_email",
      "when": "down3 >= 0.6",
      "do": "email",
      "connection": "cio",
      "subject": "{{symbol}} fell more than 3% ({{as_of}})",
      "message": "{{symbol}} fell more than 3% today. New 20-day low: {{low20|pct}}. 10% drawdown odds within a month: {{drop10|pct}}."
    },
    {
      "id": "team_note",
      "when": "low20 >= 0.6",
      "do": "slack",
      "connection": "pension-investments",
      "message": "{{symbol}} ({{as_of}}) made a new 20-day low; worst day in 20 sessions {{worst|pct}}."
    }
  ]
}

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "VTI"
  },
  "questions": {
    "down3": {
      "type": "yes_no",
      "instructions": "Did the stock fall more than 3% today?"
    },
    "low20": {
      "type": "yes_no",
      "instructions": "Did the stock make a new 20-day low today?"
    },
    "worst": {
      "type": "yes_no",
      "instructions": "Was today the worst day of the last 20 sessions?"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "cio_email",
      "when": "down3 >= 0.6",
      "do": "email",
      "connection": "cio",
      "subject": "{{symbol}} fell more than 3% ({{as_of}})",
      "message": "{{symbol}} fell more than 3% today. New 20-day low: {{low20|pct}}. 10% drawdown odds within a month: {{drop10|pct}}."
    },
    {
      "id": "team_note",
      "when": "low20 >= 0.6",
      "do": "slack",
      "connection": "pension-investments",
      "message": "{{symbol}} ({{as_of}}) made a new 20-day low; worst day in 20 sessions {{worst|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (VTI, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "down3": {
      "yes_no": 0.0717,
      "rule": "C / C[-1] - 1 < -0.03",
      "basis": "pattern"
    },
    "low20": {
      "yes_no": 0.7296,
      "rule": "L < lowest(L, 20)",
      "basis": "pattern"
    },
    "worst": {
      "yes_no": 0.8368,
      "rule": "(C < C[-1]) and (C / C[-1] - 1 < ref(min(C / C[-1] - 1, 19), -1))",
      "basis": "pattern"
    },
    "drop10": {
      "yes_no": 0.189
    }
  },
  "context": {
    "symbol": "VTI",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "cio_email",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "team_note",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "pension-investments",
      "preview": {
        "text": "VTI (2026-10-30) made a new 20-day low; worst day in 20 sessions 84%."
      }
    }
  ]
}

lowest min offset ref

Try it in the Playground

Pension fund · example 15

Listed real estate: VNQ income and trend

Check the REIT fund's payout and trend as a public read on the private real-estate allocation.

ora-fin-0.1.1VNQ5 questions

StateVNQ
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`pays`	rule	`pays_dividend > 0.5` Pays a dividend
`cut`	English → rule	Did the stock cut its dividend last time?
`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`marubozu`	rule	`marubozu()` marubozu candle: Body at least 90% of the range: almost no wicks.
`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
`pays` Pays a dividend	0.8591	true
`cut` Did the stock cut its dividend last time compiled to `cut_last > 0.5`	0.8591	true
`trend` Above the 50-day average	0.7433	true
`marubozu` marubozu candle: Body at least 90% of the range: almost no wicks.	0.132	false
`drop5` A 5% drawdown within a month	0.218	22% · unlikely

What it means

For VNQ on the session of 2026-10-30: True now: Pays a dividend; Did the stock cut its dividend last time; Above the 50-day average. Not true: marubozu candle: Body at least 90% of the range: almost no wicks.. Forecasts: A 5% drawdown within a month 22%.

A strong one-way candle (marubozu) after a trend change is worth noting; payout facts anchor the income story.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "VNQ"
  },
  "questions": {
    "pays": {
      "type": "yes_no",
      "ask": "pays_dividend > 0.5"
    },
    "cut": {
      "type": "yes_no",
      "instructions": "Did the stock cut its dividend last time?"
    },
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "marubozu": {
      "type": "yes_no",
      "ask": "marubozu()"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (VNQ, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "pays": {
      "yes_no": 0.8591,
      "rule": "pays_dividend > 0.5",
      "basis": "rule"
    },
    "cut": {
      "yes_no": 0.8591,
      "rule": "cut_last > 0.5",
      "basis": "pattern"
    },
    "trend": {
      "yes_no": 0.7433,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "marubozu": {
      "yes_no": 0.132,
      "rule": "marubozu()",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.218
    }
  },
  "context": {
    "symbol": "VNQ",
    "as_of": "2026-10-30"
  }
}

cut_last marubozu pays_dividend sma

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Pension fund · example 16

Gold tail hedge: is GLD breaking out?

Gold is a small diversifier. Check whether it is breaking out on volume and how stretched it is.

ora-fin-0.1.1GLD5 questions

StateGLD
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`breakout`	rule	`C > highest(C, 20) and V > 1.5 * ref(avg(V, 20), -1)` 20-day breakout on 1.5× volume
`near_high`	rule	`C >= 0.98 * max(H, 252)` Within 2% of the 52-week high
`stretched`	rule	`C > sma(C, 20) + 2 * atr(14)` Stretched: more than 2 ATR above the 20-day
`percentrank`	rule	`percentrank(C, 252) > 90` Close in the top tenth of its one-year range of closes
`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
`breakout` 20-day breakout on 1.5× volume	0.0619	false
`near_high` Within 2% of the 52-week high	0.0537	false
`stretched` Stretched: more than 2 ATR above the 20-day	0.063	false
`percentrank` Close in the top tenth of its one-year range of closes	0.0537	false
`drop5` A 5% drawdown within a month	0.435	44% · close to even

What it means

For GLD on the session of 2026-10-30: Not true: 20-day breakout on 1.5× volume; Within 2% of the 52-week high; Stretched: more than 2 ATR above the 20-day; Close in the top tenth of its one-year range of closes. Forecasts: A 5% drawdown within a month 44%.

A breakout near the top of its one-year range shows strength but also stretch; the hedge stays at its policy weight either way.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "GLD"
  },
  "questions": {
    "breakout": {
      "type": "yes_no",
      "ask": "C > highest(C, 20) and V > 1.5 * ref(avg(V, 20), -1)"
    },
    "near_high": {
      "type": "yes_no",
      "ask": "C >= 0.98 * max(H, 252)"
    },
    "stretched": {
      "type": "yes_no",
      "ask": "C > sma(C, 20) + 2 * atr(14)"
    },
    "percentrank": {
      "type": "yes_no",
      "ask": "percentrank(C, 252) > 90"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (GLD, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "breakout": {
      "yes_no": 0.0619,
      "rule": "C > highest(C, 20) and V > 1.5 * ref(avg(V, 20), -1)",
      "basis": "rule"
    },
    "near_high": {
      "yes_no": 0.0537,
      "rule": "C >= 0.98 * max(H, 252)",
      "basis": "rule"
    },
    "stretched": {
      "yes_no": 0.063,
      "rule": "C > sma(C, 20) + 2 * atr(14)",
      "basis": "rule"
    },
    "percentrank": {
      "yes_no": 0.0537,
      "rule": "percentrank(C, 252) > 90",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.435
    }
  },
  "context": {
    "symbol": "GLD",
    "as_of": "2026-10-30"
  }
}

atr avg highest max percentrank ref sma

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Pension fund · example 17

Largest US holding NVDA: trend and earnings events

The biggest single-stock exposure in the index funds drives returns. Check its trend and the earnings calendar.

ora-fin-0.1.1NVDA5 questions

StateNVDA
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`earn14`	English → rule	Is earnings in the next 14 days?
`beat`	English → rule	Did the stock beat EPS estimates last quarter?
`ext`	English → rule	Is the stock more than 10% above its 200-day moving average?
`drop5`	forecast	Will it drop at least 5% at some point in the next month? A 5% drawdown within a month

Answers

Question	Answer	Reading
`trend` Above the 50-day average	0.0746	false
`earn14` Is earnings in the next 14 days compiled to `days_to_earnings <= 14`	0.1033	false
`beat` Did the stock beat EPS estimates last quarter compiled to `beat_eps_last > 0.5`	0.8591	true
`ext` Is the stock more than 10% above its 200-day moving average compiled to `C > sma(C, 200) * 1.1`	0.06	false
`drop5` A 5% drawdown within a month	0.523	52% · close to even

What it means

For NVDA on the session of 2026-10-30: True now: Did the stock beat EPS estimates last quarter. Not true: Above the 50-day average; Is earnings in the next 14 days; Is the stock more than 10% above its 200-day moving average. Forecasts: A 5% drawdown within a month 52%.

Concentration risk is highest when the leader is extended and reporting soon; the risk report says so when it is.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "NVDA"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "earn14": {
      "type": "yes_no",
      "instructions": "Is earnings in the next 14 days?"
    },
    "beat": {
      "type": "yes_no",
      "instructions": "Did the stock beat EPS estimates last quarter?"
    },
    "ext": {
      "type": "yes_no",
      "instructions": "Is the stock more than 10% above its 200-day moving average?"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (NVDA, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.0746,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "earn14": {
      "yes_no": 0.1033,
      "rule": "days_to_earnings <= 14",
      "basis": "pattern"
    },
    "beat": {
      "yes_no": 0.8591,
      "rule": "beat_eps_last > 0.5",
      "basis": "pattern"
    },
    "ext": {
      "yes_no": 0.06,
      "rule": "C > sma(C, 200) * 1.1",
      "basis": "comparison"
    },
    "drop5": {
      "yes_no": 0.523
    }
  },
  "context": {
    "symbol": "NVDA",
    "as_of": "2026-10-30"
  }
}

beat_eps_last days_to_earnings sma

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Pension fund · example 18

Cash-flow matching ladder: is SHY stable?

Benefit payments are matched with short bonds. Confirm the fund is stable and not drawing down.

ora-fin-0.1.1SHY4 questions

StateSHY
Questions4 asked
Answersreal, captured
Actionsnone

State

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

Questions

`atr_low`	English → rule	Is the 14-day ATR less than 2% of the price?
`down5`	English → rule	Is the stock down more than 5% over the last month?
`lowbars`	rule	`lowestbars(L, 60) >= 20` The 60-day low is at least 20 sessions old
`spin`	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.

Answers

Question	Answer	Reading
`atr_low` Is the 14-day ATR less than 2% of the price compiled to `atr(14) / C < 0.02`	0.9463	true
`down5` Is the stock down more than 5% over the last month compiled to `C / C[-21] - 1 < -0.05`	0.0537	false
`lowbars` The 60-day low is at least 20 sessions old	0.5282	on the line (true)
`spin` spinning top candle: Small body (10–30% of range) with wicks of at least a quarter of the range on both sides.	0.665	true

What it means

For SHY on the session of 2026-10-30: True now: Is the 14-day ATR less than 2% of the price; spinning top candle: Small body (10–30% of range) with wicks of at least a quarter of the range on both sides.. Not true: Is the stock down more than 5% over the last month. On the line: The 60-day low is at least 20 sessions old.

An old low and a small ATR describe a stable ladder; any change is checked against the payment schedule.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "SHY"
  },
  "questions": {
    "atr_low": {
      "type": "yes_no",
      "instructions": "Is the 14-day ATR less than 2% of the price?"
    },
    "down5": {
      "type": "yes_no",
      "instructions": "Is the stock down more than 5% over the last month?"
    },
    "lowbars": {
      "type": "yes_no",
      "ask": "lowestbars(L, 60) >= 20"
    },
    "spin": {
      "type": "yes_no",
      "ask": "spinning_top()"
    }
  }
}

Response JSON (SHY, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "atr_low": {
      "yes_no": 0.9463,
      "rule": "atr(14) / C < 0.02",
      "basis": "pattern"
    },
    "down5": {
      "yes_no": 0.0537,
      "rule": "C / C[-21] - 1 < -0.05",
      "basis": "pattern"
    },
    "lowbars": {
      "yes_no": 0.5282,
      "rule": "lowestbars(L, 60) >= 20",
      "basis": "rule"
    },
    "spin": {
      "yes_no": 0.665,
      "rule": "spinning_top()",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "SHY",
    "as_of": "2026-10-30"
  }
}

atr lowestbars offset spinning_top

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Pension fund · example 19

Global equity breadth: EFA, VGK, EWJ, INDA

Check how many international markets are in uptrends to frame the global-equity section of the board report.

ora-fin-0.1.14 symbols, one request each3 questions

State4 symbols
Questions3 asked
Answersreal, captured
Actionsnone

State

{"symbol":"EFA"} then VGK, EWJ, INDA, one request each. The server fills in the latest completed session.

Questions

`trend`	English → rule	Is the stock above its 200-day moving average?
`above_50d`	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	`trend`rule	`above_50d`rule	`beat_spy`forecast
`EFA`	0.6709	0.2035	0.447
`VGK`	0.6118	0.3016	0.407
`EWJ`	0.778	0.0788	0.568
`INDA`	0.0895	0.4136	0.349

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 EFA, VGK, EWJ of 4. Above the 50-day average: true for none of 4. Highest odds for “Beating SPY over a month”: EWJ at 57%.

The count of markets above their 200-day is a simple breadth measure the board can follow quarter to quarter.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "EFA"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "above_50d": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  }
}

Response JSON (EFA, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.6709,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "above_50d": {
      "yes_no": 0.2035,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.447
    }
  },
  "context": {
    "symbol": "EFA",
    "as_of": "2026-10-30"
  }
}

sma

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Pension fund · example 20

Smoothed trend on VEA: a slower signal for a slower board

A pension board meets quarterly, so it wants slow signals. Use smoothed averages and regression slope on developed markets.

ora-fin-0.1.1VEA5 questions

StateVEA
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`ema`	rule	`ema(C, 50) > ema(C, 150)` 50-day EMA above the 150-day EMA
`linreg`	rule	`linreg(C, 100) > ref(linreg(C, 100), -20)` 100-day regression line higher than a month ago
`rec`	rule	`C > rec(C, self + 0.05 * (C - self))` Above a slow recursive smoother (alpha 0.05)
`mean`	rule	`C > mean(C, 200)` Above its 200-day mean
`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
`ema` 50-day EMA above the 150-day EMA	0.9266	true
`linreg` 100-day regression line higher than a month ago	0.0725	false
`rec` Above a slow recursive smoother (alpha 0.05)	0.1694	false
`mean` Above its 200-day mean	0.5877	on the line (true)
`drop5` A 5% drawdown within a month	0.223	22% · unlikely

What it means

For VEA on the session of 2026-10-30: True now: 50-day EMA above the 150-day EMA. Not true: 100-day regression line higher than a month ago; Above a slow recursive smoother (alpha 0.05). On the line: Above its 200-day mean. Forecasts: A 5% drawdown within a month 22%.

Slow rules change state rarely, which is what a quarterly board needs; a change is a discussion item, not an order.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "VEA"
  },
  "questions": {
    "ema": {
      "type": "yes_no",
      "ask": "ema(C, 50) > ema(C, 150)"
    },
    "linreg": {
      "type": "yes_no",
      "ask": "linreg(C, 100) > ref(linreg(C, 100), -20)"
    },
    "rec": {
      "type": "yes_no",
      "ask": "C > rec(C, self + 0.05 * (C - self))"
    },
    "mean": {
      "type": "yes_no",
      "ask": "C > mean(C, 200)"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (VEA, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "ema": {
      "yes_no": 0.9266,
      "rule": "ema(C, 50) > ema(C, 150)",
      "basis": "rule"
    },
    "linreg": {
      "yes_no": 0.0725,
      "rule": "linreg(C, 100) > ref(linreg(C, 100), -20)",
      "basis": "rule"
    },
    "rec": {
      "yes_no": 0.1694,
      "rule": "C > rec(C, self + 0.05 * (C - self))",
      "basis": "rule"
    },
    "mean": {
      "yes_no": 0.5877,
      "rule": "C > mean(C, 200)",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.223
    }
  },
  "context": {
    "symbol": "VEA",
    "as_of": "2026-10-30"
  }
}

ema linreg mean rec ref

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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

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Corporates

Builders

Institutions

Is the market calm enough to rebalance this week?

State

Questions

Answers

Actions

What it means

Dividend income from equity holdings: SCHD

State

Questions

Answers

What it means

Crash watch: bearish candles on SPY

State

Questions

Answers

Actions

What it means

Daily drawdown escalation for the CIO

State

Questions

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Actions

What it means

Listed real estate: VNQ income and trend

State

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Answers

What it means

Gold tail hedge: is GLD breaking out?

State

Questions

Answers

What it means

Largest US holding NVDA: trend and earnings events

State

Questions

Answers

What it means

Cash-flow matching ladder: is SHY stable?

State

Questions

Answers

What it means

Global equity breadth: EFA, VGK, EWJ, INDA

State

Questions

Answers

What it means

Smoothed trend on VEA: a slower signal for a slower board

State

Questions

Answers

What it means