Model

Portfolio manager (long-only): 20 ways to use Ora

Benchmark-aware stock picking: entry timing, trims, earnings risk and sector tilts. Each example is a complete, runnable request with the real answers it returned (46 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 (64)

sma 11 ref 5 abs 4 roc 4 max 4 offset 3 atr 2 last_earnings_move 2 adx 2 diminus 2 diplus 2 ema 2 beat_eps_last 2 last_earnings_gap 2 min 2 avg 2 between 1 rsi 1 wma 1 cci 1 willr 1 beats_last4 1 days_to_earnings 1 linreg 1 beat_revenue_last 1 eps_year_ago 1 last_eps 1 pre_earnings_close 1 revenue_growth_yoy 1 harami_bull 1 morning_star 1 piercing_line 1 cut_last 1 div_yield_ttm 1 years_of_growth 1 crossdown 1 lowest 1 median 1 obv 1 sign 1 sum 1 tr 1 doji 1 highestbars 1 macdhist 1 dark_cloud 1 engulfing_bear 1 evening_star 1 days_since_earnings 1 lowestbars 1 zscore 1 gap_down 1 hlc3 1 mean 1 rec 1 rma 1 days_since_split 1 days_to_ex_div 1 days_to_split 1 last_split_ratio 1 raised_last 1 swinghigh 1 swinglow 1 three_black_crows 1

Examples 1–10 of 20 · page 1 of 2

Portfolio manager (long-only) · example 1

Timing an add to MSFT in a long-only book

The thesis is set; the PM wants to add on weakness inside the trend rather than into strength.

ora-fin-0.1.1MSFT5 questions

StateMSFT
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend`	English → rule	Is the stock above its 200-day moving average?
`pullback`	rule	`(C > sma(C, 50)) and (sma(C, 50) > sma(C, 200)) and (L <= sma(C, 20) * 1.01) and (C >= sma(C, 20))` Uptrend pullback to the 20-day (entry zone)
`rsi_mid`	rule	`between(rsi(C, 14), 35, 55)` RSI(14) between 35 and 55
`wma_up`	rule	`wma(C, 10) > wma(C, 30)` 10-day weighted average above the 30-day
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Question	Answer	Reading
`trend` Is the stock above its 200-day moving average compiled to `C > sma(C, 200)`	0.9463	true
`pullback` Uptrend pullback to the 20-day (entry zone)	0.2573	false
`rsi_mid` RSI(14) between 35 and 55	0.95	true
`wma_up` 10-day weighted average above the 30-day	0.5008	on the line (true)
`up_week` Higher in a week	0.574	57% · close to even

What it means

For MSFT on the session of 2026-10-30: True now: Is the stock above its 200-day moving average; RSI(14) between 35 and 55. Not true: Uptrend pullback to the 20-day (entry zone). On the line: 10-day weighted average above the 30-day. Forecasts: Higher in a week 57%.

Trend true with a pullback to the 20-day is the add zone; if the stock is extended instead, the PM leaves the order resting lower.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "MSFT"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "pullback": {
      "type": "yes_no",
      "ask": "(C > sma(C, 50)) and (sma(C, 50) > sma(C, 200)) and (L <= sma(C, 20) * 1.01) and (C >= sma(C, 20))"
    },
    "rsi_mid": {
      "type": "yes_no",
      "ask": "between(rsi(C, 14), 35, 55)"
    },
    "wma_up": {
      "type": "yes_no",
      "ask": "wma(C, 10) > wma(C, 30)"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  }
}

Response JSON (MSFT, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.9463,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "pullback": {
      "yes_no": 0.2573,
      "rule": "(C > sma(C, 50)) and (sma(C, 50) > sma(C, 200)) and (L <= sma(C, 20) * 1.01) and (C >= sma(C, 20))",
      "basis": "rule"
    },
    "rsi_mid": {
      "yes_no": 0.95,
      "rule": "between(rsi(C, 14), 35, 55)",
      "basis": "rule"
    },
    "wma_up": {
      "yes_no": 0.5008,
      "rule": "wma(C, 10) > wma(C, 30)",
      "basis": "rule"
    },
    "up_week": {
      "yes_no": 0.574
    }
  },
  "context": {
    "symbol": "MSFT",
    "as_of": "2026-10-30"
  }
}

between rsi sma wma

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Portfolio manager (long-only) · example 2

Trim LLY into strength or hold the overweight?

LLY has grown into a large active weight; decide whether price is stretched enough to trim part of it.

ora-fin-0.1.1LLY5 questions2 actions

StateLLY
Questions5 asked
Answersreal, captured
Actions2 rules · dry run

State

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

Questions

`stretched`	rule	`C > sma(C, 20) + 2 * atr(14)` Stretched: more than 2 ATR above the 20-day
`ext`	English → rule	Is the stock more than 10% above its 200-day moving average?
`cci_hot`	rule	`cci(20) > 150` CCI(20) above 150
`willr_top`	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
`stretched` Stretched: more than 2 ATR above the 20-day	0.919	true
`ext` Is the stock more than 10% above its 200-day moving average compiled to `C > sma(C, 200) * 1.1`	0.9463	true
`cci_hot` CCI(20) above 150	0.7458	true
`willr_top` Williams %R above −20	0.6655	true
`drop5` A 5% drawdown within a month	0.583	58% · close to even

Actions

Rules on the answers decide what to send.

stretched >= 0.6 and (cci_hot >= 0.6 or willr_top >= 0.6)→Emailpm-team

else→Emailpm-team

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

trimwould send (dry run)Email → pm-team

{
  "subject": "LLY: trim candidate (2026-10-30)",
  "text": "LLY is 2 ATR over its 20-day with an overbought oscillator (CCI 75%, Williams %R 67%). 5% drawdown odds within a month: 58%. Proposal: trim a third of the active weight."
}

holdrule false: skipped

What it means

For LLY on the session of 2026-10-30: True now: Stretched: more than 2 ATR above the 20-day; Is the stock more than 10% above its 200-day moving average; CCI(20) above 150; Williams %R above −20. Forecasts: A 5% drawdown within a month 58%. Fired: trim (Email → pm-team).

The trim email needs price stretch and an oscillator to agree; the else branch documents that the weight was reviewed and kept.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "LLY"
  },
  "questions": {
    "stretched": {
      "type": "yes_no",
      "ask": "C > sma(C, 20) + 2 * atr(14)"
    },
    "ext": {
      "type": "yes_no",
      "instructions": "Is the stock more than 10% above its 200-day moving average?"
    },
    "cci_hot": {
      "type": "yes_no",
      "ask": "cci(20) > 150"
    },
    "willr_top": {
      "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?"
    }
  },
  "actions": [
    {
      "id": "trim",
      "when": "stretched >= 0.6 and (cci_hot >= 0.6 or willr_top >= 0.6)",
      "do": "email",
      "connection": "pm-team",
      "subject": "{{symbol}}: trim candidate ({{as_of}})",
      "message": "{{symbol}} is 2 ATR over its 20-day with an overbought oscillator (CCI {{cci_hot|pct}}, Williams %R {{willr_top|pct}}). 5% drawdown odds within a month: {{drop5|pct}}. Proposal: trim a third of the active weight."
    },
    {
      "id": "hold",
      "when": "else",
      "do": "email",
      "connection": "pm-team",
      "subject": "{{symbol}}: hold the weight",
      "message": "{{symbol}} ({{as_of}}) is not stretched (rule {{stretched|pct}}). No trim proposed."
    }
  ],
  "dry_run": true
}

Response JSON (LLY, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "stretched": {
      "yes_no": 0.919,
      "rule": "C > sma(C, 20) + 2 * atr(14)",
      "basis": "rule"
    },
    "ext": {
      "yes_no": 0.9463,
      "rule": "C > sma(C, 200) * 1.1",
      "basis": "comparison"
    },
    "cci_hot": {
      "yes_no": 0.7458,
      "rule": "cci(20) > 150",
      "basis": "rule"
    },
    "willr_top": {
      "yes_no": 0.6655,
      "rule": "willr(14) > -20",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.583
    }
  },
  "context": {
    "symbol": "LLY",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "trim",
      "fired": true,
      "status": "dry_run",
      "do": "email",
      "connection": "pm-team",
      "preview": {
        "subject": "LLY: trim candidate (2026-10-30)",
        "text": "LLY is 2 ATR over its 20-day with an overbought oscillator (CCI 75%, Williams %R 67%). 5% drawdown odds within a month: 58%. Proposal: trim a third of the active weight."
      }
    },
    {
      "id": "hold",
      "fired": false,
      "status": "skipped"
    }
  ]
}

atr cci sma willr

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Portfolio manager (long-only) · example 3

Which holdings report in the next two weeks?

Before the earnings season, list the core holdings with a report coming and how they reacted last time.

ora-fin-0.1.15 symbols, one request each4 questions

State5 symbols
Questions4 asked
Answersreal, captured
Actionsnone

State

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

Questions

`soon`	English → rule	Is earnings in the next 14 days?
`big_last`	rule	`abs(last_earnings_move) > 5` Last earnings move bigger than 5%
`beat_streak`	English → rule	Has the stock beaten EPS estimates in at least 3 of the last 4 quarters?
`pre_trend`	rule	`days_to_earnings <= 10 and C > sma(C, 50)` Earnings within 10 days, above the 50-day

Answers

Symbol	`soon`rule	`big_last`rule	`beat_streak`rule	`pre_trend`rule
`AAPL`	0.9463	0.9463	0.8591	0.9119
`AMZN`	0.0537	0.0537	0.1409	0.0537
`JPM`	0.0537	0.0664	0.1409	0.0537
`UNH`	0.0537	0.0537	0.8591	0.0537
`COST`	0.0537	0.0537	0.55	0.0537

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

What it means

Session of 2026-10-30, 5 symbols: Is earnings in the next 14 days: true for AAPL of 5. Last earnings move bigger than 5%: true for AAPL of 5. Has the stock beaten EPS estimates in at least 3 of the last 4 quarters: true for AAPL, UNH of 5. Earnings within 10 days, above the 50-day: true for AAPL of 5.

Names with a report close and a large last reaction are where position sizing matters most going into the print.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "AAPL"
  },
  "questions": {
    "soon": {
      "type": "yes_no",
      "instructions": "Is earnings in the next 14 days?"
    },
    "big_last": {
      "type": "yes_no",
      "ask": "abs(last_earnings_move) > 5"
    },
    "beat_streak": {
      "type": "yes_no",
      "instructions": "Has the stock beaten EPS estimates in at least 3 of the last 4 quarters?"
    },
    "pre_trend": {
      "type": "yes_no",
      "ask": "days_to_earnings <= 10 and C > sma(C, 50)"
    }
  }
}

Response JSON (AAPL, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "soon": {
      "yes_no": 0.9463,
      "rule": "days_to_earnings <= 14",
      "basis": "pattern"
    },
    "big_last": {
      "yes_no": 0.9463,
      "rule": "abs(last_earnings_move) > 5",
      "basis": "rule"
    },
    "beat_streak": {
      "yes_no": 0.8591,
      "rule": "beats_last4 >= 3",
      "basis": "pattern"
    },
    "pre_trend": {
      "yes_no": 0.9119,
      "rule": "days_to_earnings <= 10 and C > sma(C, 50)",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "AAPL",
    "as_of": "2026-10-30"
  }
}

abs beats_last4 days_to_earnings last_earnings_move sma

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Portfolio manager (long-only) · example 4

Sector tilt check: technology vs health care

Compare the two largest sector bets in the portfolio on trend, momentum and odds of beating the market.

ora-fin-0.1.12 symbols, one request each5 questions

State2 symbols
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend`	rule	`C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)` Stacked averages: close > 20 EMA > 50 > 200
`mom`	rule	`roc(C, 20) > 5` Up more than 5% in 20 sessions
`linreg_up`	rule	`linreg(C, 50) > ref(linreg(C, 50), -10)` 50-day regression line rising over two weeks
`adx`	rule	`adx(14) > 20 and diplus(14) > diminus(14)` Trending up (ADX over 20 and +DI over −DI)
`beat_spy`	forecast	Will it beat SPY over the next month? Beating SPY over a month

Answers

Symbol	`trend`rule	`mom`rule	`linreg_up`rule	`adx`rule	`beat_spy`forecast
`XLK`	0.0701	0.0537	0.1211	0.0637	0.498
`XLV`	0.9384	0.9157	0.941	0.9042	0.534

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

What it means

Session of 2026-10-30, 2 symbols: Stacked averages: close > 20 EMA > 50 > 200: true for XLV of 2. Up more than 5% in 20 sessions: true for XLV of 2. 50-day regression line rising over two weeks: true for XLV of 2. Trending up (ADX over 20 and +DI over −DI): true for XLV of 2. Highest odds for “Beating SPY over a month”: XLV at 53%.

The sleeve with more trend rules true and better odds against SPY keeps its overweight; the weaker one is the funding source.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "XLK"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)"
    },
    "mom": {
      "type": "yes_no",
      "ask": "roc(C, 20) > 5"
    },
    "linreg_up": {
      "type": "yes_no",
      "ask": "linreg(C, 50) > ref(linreg(C, 50), -10)"
    },
    "adx": {
      "type": "yes_no",
      "ask": "adx(14) > 20 and diplus(14) > diminus(14)"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  }
}

Response JSON (XLK, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.0701,
      "rule": "C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)",
      "basis": "rule"
    },
    "mom": {
      "yes_no": 0.0537,
      "rule": "roc(C, 20) > 5",
      "basis": "rule"
    },
    "linreg_up": {
      "yes_no": 0.1211,
      "rule": "linreg(C, 50) > ref(linreg(C, 50), -10)",
      "basis": "rule"
    },
    "adx": {
      "yes_no": 0.0637,
      "rule": "adx(14) > 20 and diplus(14) > diminus(14)",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.498
    }
  },
  "context": {
    "symbol": "XLK",
    "as_of": "2026-10-30"
  }
}

adx diminus diplus ema linreg ref roc sma

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Portfolio manager (long-only) · example 5

NFLX post-earnings review for the investment committee

Summarize what the last report did: beat or miss, revenue growth, the gap and whether the stock holds above the pre-report close.

ora-fin-0.1.1NFLX6 questions2 actions

StateNFLX
Questions6 asked
Answersreal, captured
Actions2 rules · dry run

State

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

Questions

`beat_both`	rule	`beat_eps_last > 0.5 and beat_revenue_last > 0.5` Beat on EPS and revenue last quarter
`rev_growth`	English → rule	Did revenue grow more than 5% year over year?
`gap`	rule	`last_earnings_gap > 0` Gapped up after the last report
`above_pre`	rule	`C > pre_earnings_close` Holding above the pre-earnings close
`eps_up`	English → rule	Is EPS up year over year?
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Question	Answer	Reading
`beat_both` Beat on EPS and revenue last quarter	0.8591	true
`rev_growth` Did revenue grow more than 5% year over year compiled to `revenue_growth_yoy > 5`	0.9463	true
`gap` Gapped up after the last report	0.0537	false
`above_pre` Holding above the pre-earnings close	0.1227	false
`eps_up` Is EPS up year over year compiled to `last_eps > eps_year_ago`	0.9463	true
`up_week` Higher in a week	0.506	51% · close to even

Actions

Rules on the answers decide what to send.

beat_both >= 0.6→Slackinvestment-committee

else→Slackinvestment-committee

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

ic_notewould send (dry run)Slack → investment-committee

{
  "text": "NFLX (2026-10-30): beat on EPS and revenue (86%), revenue growth over 5% 95%, holding above pre-earnings close 12%."
}

miss_noterule false: skipped

What it means

For NFLX on the session of 2026-10-30: True now: Beat on EPS and revenue last quarter; Did revenue grow more than 5% year over year; Is EPS up year over year. Not true: Gapped up after the last report; Holding above the pre-earnings close. Forecasts: Higher in a week 51%. Fired: ic_note (Slack → investment-committee).

The committee gets one line either way: a beat summary, or a flag to revisit the thesis.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "NFLX"
  },
  "questions": {
    "beat_both": {
      "type": "yes_no",
      "ask": "beat_eps_last > 0.5 and beat_revenue_last > 0.5"
    },
    "rev_growth": {
      "type": "yes_no",
      "instructions": "Did revenue grow more than 5% year over year?"
    },
    "gap": {
      "type": "yes_no",
      "ask": "last_earnings_gap > 0"
    },
    "above_pre": {
      "type": "yes_no",
      "ask": "C > pre_earnings_close"
    },
    "eps_up": {
      "type": "yes_no",
      "instructions": "Is EPS up year over year?"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  },
  "actions": [
    {
      "id": "ic_note",
      "when": "beat_both >= 0.6",
      "do": "slack",
      "connection": "investment-committee",
      "message": "{{symbol}} ({{as_of}}): beat on EPS and revenue ({{beat_both|pct}}), revenue growth over 5% {{rev_growth|pct}}, holding above pre-earnings close {{above_pre|pct}}."
    },
    {
      "id": "miss_note",
      "when": "else",
      "do": "slack",
      "connection": "investment-committee",
      "message": "{{symbol}} ({{as_of}}): did not beat on both lines ({{beat_both|pct}}). Thesis review on the agenda."
    }
  ],
  "dry_run": true
}

Response JSON (NFLX, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "beat_both": {
      "yes_no": 0.8591,
      "rule": "beat_eps_last > 0.5 and beat_revenue_last > 0.5",
      "basis": "rule"
    },
    "rev_growth": {
      "yes_no": 0.9463,
      "rule": "revenue_growth_yoy > 5",
      "basis": "pattern"
    },
    "gap": {
      "yes_no": 0.0537,
      "rule": "last_earnings_gap > 0",
      "basis": "rule"
    },
    "above_pre": {
      "yes_no": 0.1227,
      "rule": "C > pre_earnings_close",
      "basis": "rule"
    },
    "eps_up": {
      "yes_no": 0.9463,
      "rule": "last_eps > eps_year_ago",
      "basis": "pattern"
    },
    "up_week": {
      "yes_no": 0.506
    }
  },
  "context": {
    "symbol": "NFLX",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "ic_note",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "investment-committee",
      "preview": {
        "text": "NFLX (2026-10-30): beat on EPS and revenue (86%), revenue growth over 5% 95%, holding above pre-earnings close 12%."
      }
    },
    {
      "id": "miss_note",
      "fired": false,
      "status": "skipped"
    }
  ]
}

beat_eps_last beat_revenue_last eps_year_ago last_earnings_gap last_eps pre_earnings_close revenue_growth_yoy

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Portfolio manager (long-only) · example 6

Is the cap-weighted index leaving equal-weight behind?

A concentrated benchmark makes underweights painful; compare SPY with the equal-weight RSP on trend and momentum.

ora-fin-0.1.12 symbols, one request each5 questions

State2 symbols
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`mom3m`	rule	`C > C[-63]` Higher than three months ago
`roc`	rule	`roc(C, 63) > 5` Up more than 5% over three months
`near_high`	rule	`C >= 0.98 * max(H, 252)` Within 2% of the 52-week high
`ema_trend`	rule	`C > ema(C, 50)` Above the 50-day exponential average
`beat_spy`	forecast	Will it beat SPY over the next month? Beating SPY over a month

Answers

Symbol	`mom3m`rule	`roc`rule	`near_high`rule	`ema_trend`rule	`beat_spy`forecast
`SPY`	0.3809	0.0537	0.0834	0.123	0.514
`RSP`	0.5971	0.1214	0.4049	0.8238	0.446

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

What it means

Session of 2026-10-30, 2 symbols: Higher than three months ago: true for none of 2. Up more than 5% over three months: true for none of 2. Within 2% of the 52-week high: true for none of 2. Above the 50-day exponential average: true for RSP of 2. Highest odds for “Beating SPY over a month”: SPY at 51%.

If SPY shows momentum that RSP lacks, breadth is narrow and the book's equal-ish weights will lag the benchmark.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "SPY"
  },
  "questions": {
    "mom3m": {
      "type": "yes_no",
      "ask": "C > C[-63]"
    },
    "roc": {
      "type": "yes_no",
      "ask": "roc(C, 63) > 5"
    },
    "near_high": {
      "type": "yes_no",
      "ask": "C >= 0.98 * max(H, 252)"
    },
    "ema_trend": {
      "type": "yes_no",
      "ask": "C > ema(C, 50)"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  }
}

Response JSON (SPY, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "mom3m": {
      "yes_no": 0.3809,
      "rule": "C > C[-63]",
      "basis": "rule"
    },
    "roc": {
      "yes_no": 0.0537,
      "rule": "roc(C, 63) > 5",
      "basis": "rule"
    },
    "near_high": {
      "yes_no": 0.0834,
      "rule": "C >= 0.98 * max(H, 252)",
      "basis": "rule"
    },
    "ema_trend": {
      "yes_no": 0.123,
      "rule": "C > ema(C, 50)",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.514
    }
  },
  "context": {
    "symbol": "SPY",
    "as_of": "2026-10-30"
  }
}

ema max offset roc

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Portfolio manager (long-only) · example 7

Did UNH print a reversal candle near its lows?

A beaten-down holding: look for a morning star, piercing line or bullish harami before adding back.

ora-fin-0.1.1UNH6 questions

StateUNH
Questions6 asked
Answersreal, captured
Actionsnone

State

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

Questions

`star`	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.
`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.
`near_low`	English → rule	Is the stock within 10% of its 52-week low?
`below_200d`	English → rule	Is the stock below its 200-day moving average?
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Question	Answer	Reading
`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.	0.0925	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).	0.1039	false
`harami` harami bull candle: A small green body inside yesterday's red body.	0.1039	false
`near_low` Is the stock within 10% of its 52-week low compiled to `abs(C / min(L, 252) - 1) <= 0.1`	0.0537	false
`below_200d` Is the stock below its 200-day moving average compiled to `C < sma(C, 200)`	0.0537	false
`up_week` Higher in a week	0.485	49% · close to even

What it means

For UNH on the session of 2026-10-30: Not true: 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.; 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.; Is the stock within 10% of its 52-week low; Is the stock below its 200-day moving average. Forecasts: Higher in a week 49%.

A reversal candle near the 52-week low is a reason to re-examine the add, while the 200-day rule says whether the downtrend is still intact.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "UNH"
  },
  "questions": {
    "star": {
      "type": "yes_no",
      "ask": "morning_star()"
    },
    "piercing": {
      "type": "yes_no",
      "ask": "piercing_line()"
    },
    "harami": {
      "type": "yes_no",
      "ask": "harami_bull()"
    },
    "near_low": {
      "type": "yes_no",
      "instructions": "Is the stock within 10% of its 52-week low?"
    },
    "below_200d": {
      "type": "yes_no",
      "instructions": "Is the stock below its 200-day moving average?"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  }
}

Response JSON (UNH, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "star": {
      "yes_no": 0.0925,
      "rule": "morning_star()",
      "basis": "rule"
    },
    "piercing": {
      "yes_no": 0.1039,
      "rule": "piercing_line()",
      "basis": "rule"
    },
    "harami": {
      "yes_no": 0.1039,
      "rule": "harami_bull()",
      "basis": "rule"
    },
    "near_low": {
      "yes_no": 0.0537,
      "rule": "abs(C / min(L, 252) - 1) <= 0.1",
      "basis": "comparison"
    },
    "below_200d": {
      "yes_no": 0.0537,
      "rule": "C < sma(C, 200)",
      "basis": "comparison"
    },
    "up_week": {
      "yes_no": 0.485
    }
  },
  "context": {
    "symbol": "UNH",
    "as_of": "2026-10-30"
  }
}

abs harami_bull min morning_star piercing_line sma

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Portfolio manager (long-only) · example 8

Quality dividend sleeve: who still qualifies?

Monthly screen of the dividend sleeve: pays, has grown for a decade, did not cut, and is above its 200-day.

ora-fin-0.1.15 symbols, one request each4 questions

State5 symbols
Questions4 asked
Answersreal, captured
Actionsnone

State

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

Questions

`grower`	rule	`years_of_growth >= 10` Ten years of dividend growth
`no_cut`	rule	`cut_last < 0.5` Did not cut its last dividend
`trend`	English → rule	Is the stock above its 200-day moving average?
`yield`	English → rule	Is the dividend yield above 3%?

Answers

Symbol	`grower`rule	`no_cut`rule	`trend`rule	`yield`rule
`JNJ`	0.9463	0.8591	0.9454	0.0648
`PG`	0.9463	0.8591	0.9431	0.2091
`PEP`	0.9463	0.8591	0.1034	0.9463
`KO`	0.9463	0.8591	0.9463	0.0537
`MCD`	0.9463	0.8591	0.0657	0.0537

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

What it means

Session of 2026-10-30, 5 symbols: Ten years of dividend growth: true for JNJ, PG, PEP, KO, MCD of 5. Did not cut its last dividend: true for JNJ, PG, PEP, KO, MCD of 5. Is the stock above its 200-day moving average: true for JNJ, PG, KO of 5. Is the dividend yield above 3%: true for PEP of 5.

A name that fails the growth or no-cut fact leaves the sleeve; the trend rule decides whether new money goes in now or later.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "JNJ"
  },
  "questions": {
    "grower": {
      "type": "yes_no",
      "ask": "years_of_growth >= 10"
    },
    "no_cut": {
      "type": "yes_no",
      "ask": "cut_last < 0.5"
    },
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "yield": {
      "type": "yes_no",
      "instructions": "Is the dividend yield above 3%?"
    }
  }
}

Response JSON (JNJ, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "grower": {
      "yes_no": 0.9463,
      "rule": "years_of_growth >= 10",
      "basis": "rule"
    },
    "no_cut": {
      "yes_no": 0.8591,
      "rule": "cut_last < 0.5",
      "basis": "rule"
    },
    "trend": {
      "yes_no": 0.9454,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "yield": {
      "yes_no": 0.0648,
      "rule": "div_yield_ttm > 3",
      "basis": "pattern"
    }
  },
  "context": {
    "symbol": "JNJ",
    "as_of": "2026-10-30"
  }
}

cut_last div_yield_ttm sma years_of_growth

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Portfolio manager (long-only) · example 9

Daily breakdown watch on the top holdings

After each close, flag any top holding that closed below its 20-day low or crossed under its 50-day.

ora-fin-0.1.16 symbols, one request each3 questions1 actionworkflow · Mon–Fri at 16:30 ET

ScheduleMon–Fri at 16:30 ET
State6 symbols
Questions3 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`breakdown`	rule	`C < lowest(L, 20)` Closed under the 20-day low
`lose_50d`	rule	`crossdown(C, sma(C, 50))` Closed below the 50-day today
`drop5`	forecast	Will it drop at least 5% at some point in the next month? A 5% drawdown within a month

Answers

Symbol	`breakdown`rule	`lose_50d`rule	`drop5`forecast	Fired
`AAPL`	0.0744	0.05	0.365	none
`MSFT`	0.365	0.05	0.422	none
`NVDA`	0.7554	0.05	0.523	`flag`
`AMZN`	0.5418	0.05	0.462	none
`JPM`	0.1005	0.95	0.30	`flag`
`LLY`	0.0537	0.05	0.583	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.

breakdown >= 0.6 or lose_50d >= 0.6→Slackpm-desk

AAPL 0 of 1 fired · dry run, nothing sent

MSFT 0 of 1 fired · dry run, nothing sent

NVDA 1 of 1 fired · dry run, nothing sent

flagwould send (dry run)Slack → pm-desk

{
  "text": "NVDA (2026-10-30): broke its 20-day low (76%) or lost the 50-day (5%). 5% drawdown odds: 52%."
}

AMZN 0 of 1 fired · dry run, nothing sent

JPM 1 of 1 fired · dry run, nothing sent

flagwould send (dry run)Slack → pm-desk

{
  "text": "JPM (2026-10-30): broke its 20-day low (10%) or lost the 50-day (95%). 5% drawdown odds: 30%."
}

LLY 0 of 1 fired · dry run, nothing sent

What it means

Session of 2026-10-30, 6 symbols: Closed under the 20-day low: true for NVDA of 6. Closed below the 50-day today: true for JPM of 6. Highest odds for “A 5% drawdown within a month”: LLY at 58%. flag fired for NVDA, JPM.

A quiet channel means no top holding broke a level; a message starts a thesis check, not an automatic sale.

As a scheduled workflow (Mon–Fri at 16:30 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": "Daily breakdown watch on the top holdings",
  "symbols": "AAPL MSFT NVDA AMZN JPM LLY",
  "days": [
    1,
    2,
    3,
    4,
    5
  ],
  "at_time": "16:30",
  "model": "ora-fin-0.1.1",
  "questions": {
    "breakdown": {
      "type": "yes_no",
      "ask": "C < lowest(L, 20)"
    },
    "lose_50d": {
      "type": "yes_no",
      "ask": "crossdown(C, sma(C, 50))"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "flag",
      "when": "breakdown >= 0.6 or lose_50d >= 0.6",
      "do": "slack",
      "connection": "pm-desk",
      "message": "{{symbol}} ({{as_of}}): broke its 20-day low ({{breakdown|pct}}) or lost the 50-day ({{lose_50d|pct}}). 5% drawdown odds: {{drop5|pct}}."
    }
  ]
}

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "AAPL"
  },
  "questions": {
    "breakdown": {
      "type": "yes_no",
      "ask": "C < lowest(L, 20)"
    },
    "lose_50d": {
      "type": "yes_no",
      "ask": "crossdown(C, sma(C, 50))"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "flag",
      "when": "breakdown >= 0.6 or lose_50d >= 0.6",
      "do": "slack",
      "connection": "pm-desk",
      "message": "{{symbol}} ({{as_of}}): broke its 20-day low ({{breakdown|pct}}) or lost the 50-day ({{lose_50d|pct}}). 5% drawdown odds: {{drop5|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (AAPL, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "breakdown": {
      "yes_no": 0.0744,
      "rule": "C < lowest(L, 20)",
      "basis": "rule"
    },
    "lose_50d": {
      "yes_no": 0.05,
      "rule": "crossdown(C, sma(C, 50))",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.365
    }
  },
  "context": {
    "symbol": "AAPL",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "flag",
      "fired": false,
      "status": "skipped"
    }
  ]
}

crossdown lowest sma

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Portfolio manager (long-only) · example 10

AAPL momentum quality: smooth trend or noisy spike?

Check whether the recent gains came with steady up days and rising volume, the kind of trend a long-only book prefers to hold.

ora-fin-0.1.1AAPL5 questions

StateAAPL
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`mostly_up`	rule	`sum(C > C[-1], 10) >= 6` Up on at least six of the last ten days
`sign_sum`	rule	`sum(sign(C - C[-1]), 20) > 4` At least 5 more up days than down days in 20 sessions
`obv`	rule	`obv() > sma(obv(), 20)` On-balance volume above its 20-day average
`median_vol`	rule	`V > median(V, 20)` Volume above its 20-day median
`rally5`	forecast	Will it rally at least 5% at some point in the next month? A 5% rally within a month

Answers

Question	Answer	Reading
`mostly_up` Up on at least six of the last ten days	0.0615	false
`sign_sum` At least 5 more up days than down days in 20 sessions	0.109	false
`obv` On-balance volume above its 20-day average	0.2873	false
`median_vol` Volume above its 20-day median	0.9395	true
`rally5` A 5% rally within a month	0.446	45% · close to even

What it means

For AAPL on the session of 2026-10-30: True now: Volume above its 20-day median. Not true: Up on at least six of the last ten days; At least 5 more up days than down days in 20 sessions; On-balance volume above its 20-day average. Forecasts: A 5% rally within a month 45%.

Up days outnumbering down days with OBV rising describes accumulation; a trend built on one spike day reads differently.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "AAPL"
  },
  "questions": {
    "mostly_up": {
      "type": "yes_no",
      "ask": "sum(C > C[-1], 10) >= 6"
    },
    "sign_sum": {
      "type": "yes_no",
      "ask": "sum(sign(C - C[-1]), 20) > 4"
    },
    "obv": {
      "type": "yes_no",
      "ask": "obv() > sma(obv(), 20)"
    },
    "median_vol": {
      "type": "yes_no",
      "ask": "V > median(V, 20)"
    },
    "rally5": {
      "type": "yes_no",
      "instructions": "Will it rally at least 5% at some point in the next month?"
    }
  }
}

Response JSON (AAPL, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "mostly_up": {
      "yes_no": 0.0615,
      "rule": "sum(C > C[-1], 10) >= 6",
      "basis": "rule"
    },
    "sign_sum": {
      "yes_no": 0.109,
      "rule": "sum(sign(C - C[-1]), 20) > 4",
      "basis": "rule"
    },
    "obv": {
      "yes_no": 0.2873,
      "rule": "obv() > sma(obv(), 20)",
      "basis": "rule"
    },
    "median_vol": {
      "yes_no": 0.9395,
      "rule": "V > median(V, 20)",
      "basis": "rule"
    },
    "rally5": {
      "yes_no": 0.446
    }
  },
  "context": {
    "symbol": "AAPL",
    "as_of": "2026-10-30"
  }
}

median obv offset sign sma sum

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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 Buy side: Financial advisor / RIA, Wealth manager, Family office, Hedge fund PM, Quant researcher, Risk manager, Private equity, VC / growth investor, Fund-of-funds allocator.

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

Timing an add to MSFT in a long-only book

State

Questions

Answers

What it means

Trim LLY into strength or hold the overweight?

State

Questions

Answers

Actions

What it means

Which holdings report in the next two weeks?

State

Questions

Answers

What it means

Sector tilt check: technology vs health care

State

Questions

Answers

What it means

NFLX post-earnings review for the investment committee

State

Questions

Answers

Actions

What it means

Is the cap-weighted index leaving equal-weight behind?

State

Questions

Answers

What it means

Did UNH print a reversal candle near its lows?

State

Questions

Answers

What it means

Quality dividend sleeve: who still qualifies?

State

Questions

Answers

What it means

Daily breakdown watch on the top holdings

State

Questions

Answers

Actions

What it means

AAPL momentum quality: smooth trend or noisy spike?

State

Questions

Answers

What it means