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 11–20 of 20 · page 2 of 2

Portfolio manager (long-only) · example 11

Can the fund build a position in CMG without moving the price?

Before building a new position, check average dollar volume and how wide the daily ranges are.

ora-fin-0.1.1CMG5 questions

StateCMG
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`liquid`	rule	`avg(C * V, 20) > 100000000` Trades more than $100 million a day
`liquid_50m`	English → rule	Does the stock trade more than $50 million a day on average?
`atr_low`	English → rule	Is the 14-day ATR less than 2% of the price?
`wide_day`	rule	`tr() > 1.5 * ref(atr(14), -1)` True range 1.5× yesterday's ATR
`vol_up`	forecast	Will volatility be higher over the next month? Higher volatility next month

Answers

Question	Answer	Reading
`liquid` Trades more than $100 million a day	0.9463	true
`liquid_50m` Does the stock trade more than $50 million a day on average compiled to `avg(C * V, 20) > 50000000`	0.9463	true
`atr_low` Is the 14-day ATR less than 2% of the price compiled to `atr(14) / C < 0.02`	0.0537	false
`wide_day` True range 1.5× yesterday's ATR	0.1121	false
`vol_up` Higher volatility next month	0.158	16% · unlikely

What it means

For CMG on the session of 2026-10-30: True now: Trades more than $100 million a day; Does the stock trade more than $50 million a day on average. Not true: Is the 14-day ATR less than 2% of the price; True range 1.5× yesterday's ATR. Forecasts: Higher volatility next month 16%.

Ample dollar volume and moderate ranges mean the order can be worked over a few days; wide ranges argue for a slower build.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "CMG"
  },
  "questions": {
    "liquid": {
      "type": "yes_no",
      "ask": "avg(C * V, 20) > 100000000"
    },
    "liquid_50m": {
      "type": "yes_no",
      "instructions": "Does the stock trade more than $50 million a day on average?"
    },
    "atr_low": {
      "type": "yes_no",
      "instructions": "Is the 14-day ATR less than 2% of the price?"
    },
    "wide_day": {
      "type": "yes_no",
      "ask": "tr() > 1.5 * ref(atr(14), -1)"
    },
    "vol_up": {
      "type": "yes_no",
      "instructions": "Will volatility be higher over the next month?"
    }
  }
}

Response JSON (CMG, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "liquid": {
      "yes_no": 0.9463,
      "rule": "avg(C * V, 20) > 100000000",
      "basis": "rule"
    },
    "liquid_50m": {
      "yes_no": 0.9463,
      "rule": "avg(C * V, 20) > 50000000",
      "basis": "pattern"
    },
    "atr_low": {
      "yes_no": 0.0537,
      "rule": "atr(14) / C < 0.02",
      "basis": "pattern"
    },
    "wide_day": {
      "yes_no": 0.1121,
      "rule": "tr() > 1.5 * ref(atr(14), -1)",
      "basis": "rule"
    },
    "vol_up": {
      "yes_no": 0.158
    }
  },
  "context": {
    "symbol": "CMG",
    "as_of": "2026-10-30"
  }
}

atr avg ref tr

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Portfolio manager (long-only) · example 12

Underweight NVDA: is the trend still running away?

Being underweight the largest benchmark name hurts; check whether its trend is strengthening or tiring before closing the gap.

ora-fin-0.1.1NVDA6 questions2 actions

StateNVDA
Questions6 asked
Answersreal, captured
Actions2 rules · dry run

State

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

Questions

`adx`	rule	`adx(14) > 25` Trending (ADX above 25)
`di`	rule	`diplus(14) > diminus(14)` +DI above -DI (buyers in control)
`new_high`	rule	`highestbars(H, 20) <= 3` Set its 20-day high in the last four sessions
`macd_hist`	rule	`macdhist(C) > ref(macdhist(C), -1)` MACD histogram rising
`doji`	rule	`doji() and roc(C, 20) > 10` Doji after a 10% month
`beat_spy`	forecast	Will it beat SPY over the next month? Beating SPY over a month

Answers

Question	Answer	Reading
`adx` Trending (ADX above 25)	0.0578	false
`di` +DI above -DI (buyers in control)	0.0637	false
`new_high` Set its 20-day high in the last four sessions	0.0566	false
`macd_hist` MACD histogram rising	0.1232	false
`doji` Doji after a 10% month	0.0537	false
`beat_spy` Beating SPY over a month	0.499	50% · close to even

Actions

Rules on the answers decide what to send.

adx >= 0.6 and di >= 0.6 and beat_spy >= 0.55→Webhookoms

else→Slackpm-desk

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

close_gaprule false: skipped

waitwould send (dry run)Slack → pm-desk

{
  "text": "NVDA (2026-10-30): trend strength 6%, buyers in control 6%, beat SPY 50%. Keeping the underweight for now."
}

What it means

For NVDA on the session of 2026-10-30: Not true: Trending (ADX above 25); +DI above -DI (buyers in control); Set its 20-day high in the last four sessions; MACD histogram rising; Doji after a 10% month. Forecasts: Beating SPY over a month 50%. Fired: wait (Slack → pm-desk).

A strong, buyer-led trend with decent odds against SPY sends an order intent to the OMS; otherwise the desk gets a note that the underweight stays.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "NVDA"
  },
  "questions": {
    "adx": {
      "type": "yes_no",
      "ask": "adx(14) > 25"
    },
    "di": {
      "type": "yes_no",
      "ask": "diplus(14) > diminus(14)"
    },
    "new_high": {
      "type": "yes_no",
      "ask": "highestbars(H, 20) <= 3"
    },
    "macd_hist": {
      "type": "yes_no",
      "ask": "macdhist(C) > ref(macdhist(C), -1)"
    },
    "doji": {
      "type": "yes_no",
      "ask": "doji() and roc(C, 20) > 10"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  },
  "actions": [
    {
      "id": "close_gap",
      "when": "adx >= 0.6 and di >= 0.6 and beat_spy >= 0.55",
      "do": "webhook",
      "connection": "oms",
      "body": {
        "symbol": "{{symbol}}",
        "intent": "raise_toward_benchmark_weight",
        "p_adx": "{{adx}}",
        "p_beat_spy": "{{beat_spy}}",
        "as_of": "{{as_of}}"
      }
    },
    {
      "id": "wait",
      "when": "else",
      "do": "slack",
      "connection": "pm-desk",
      "message": "{{symbol}} ({{as_of}}): trend strength {{adx|pct}}, buyers in control {{di|pct}}, beat SPY {{beat_spy|pct}}. Keeping the underweight for now."
    }
  ],
  "dry_run": true
}

Response JSON (NVDA, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "adx": {
      "yes_no": 0.0578,
      "rule": "adx(14) > 25",
      "basis": "rule"
    },
    "di": {
      "yes_no": 0.0637,
      "rule": "diplus(14) > diminus(14)",
      "basis": "rule"
    },
    "new_high": {
      "yes_no": 0.0566,
      "rule": "highestbars(H, 20) <= 3",
      "basis": "rule"
    },
    "macd_hist": {
      "yes_no": 0.1232,
      "rule": "macdhist(C) > ref(macdhist(C), -1)",
      "basis": "rule"
    },
    "doji": {
      "yes_no": 0.0537,
      "rule": "doji() and roc(C, 20) > 10",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.499
    }
  },
  "context": {
    "symbol": "NVDA",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "close_gap",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "wait",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "pm-desk",
      "preview": {
        "text": "NVDA (2026-10-30): trend strength 6%, buyers in control 6%, beat SPY 50%. Keeping the underweight for now."
      }
    }
  ]
}

adx diminus diplus doji highestbars macdhist ref roc

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Portfolio manager (long-only) · example 13

Topping candles on COST at the highs?

A long-held winner near its highs: check for an evening star, bearish engulfing or dark cloud cover.

ora-fin-0.1.1COST5 questions

StateCOST
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`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.
`engulf`	rule	`engulfing_bear()` engulfing bear candle: A red body that engulfs yesterday's green body.
`cloud`	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).
`near_high`	rule	`C >= 0.98 * max(H, 252)` Within 2% of the 52-week high
`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
`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.	0.0678	false
`engulf` engulfing bear candle: A red body that engulfs yesterday's green body.	0.0912	false
`cloud` dark cloud candle: After a green day, opens above its close and closes below the middle of its body (but above its open).	0.0812	false
`near_high` Within 2% of the 52-week high	0.0786	false
`drop5` A 5% drawdown within a month	0.319	32% · unlikely

What it means

For COST on the session of 2026-10-30: Not true: 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.; engulfing bear candle: A red body that engulfs yesterday's green body.; dark cloud candle: After a green day, opens above its close and closes below the middle of its body (but above its open).; Within 2% of the 52-week high. Forecasts: A 5% drawdown within a month 32%.

A bearish candle at the high is a prompt to check the thesis and the weight, not an exit signal on its own.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "COST"
  },
  "questions": {
    "evening": {
      "type": "yes_no",
      "ask": "evening_star()"
    },
    "engulf": {
      "type": "yes_no",
      "ask": "engulfing_bear()"
    },
    "cloud": {
      "type": "yes_no",
      "ask": "dark_cloud()"
    },
    "near_high": {
      "type": "yes_no",
      "ask": "C >= 0.98 * max(H, 252)"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (COST, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "evening": {
      "yes_no": 0.0678,
      "rule": "evening_star()",
      "basis": "rule"
    },
    "engulf": {
      "yes_no": 0.0912,
      "rule": "engulfing_bear()",
      "basis": "rule"
    },
    "cloud": {
      "yes_no": 0.0812,
      "rule": "dark_cloud()",
      "basis": "rule"
    },
    "near_high": {
      "yes_no": 0.0786,
      "rule": "C >= 0.98 * max(H, 252)",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.319
    }
  },
  "context": {
    "symbol": "COST",
    "as_of": "2026-10-30"
  }
}

dark_cloud engulfing_bear evening_star max

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Portfolio manager (long-only) · example 14

Pre-open earnings season digest for the PM

Each morning in season, list holdings that reported in the last day and whether they beat.

ora-fin-0.1.15 symbols, one request each4 questions1 actionworkflow · Mon–Fri at 08:00 ET

ScheduleMon–Fri at 08:00 ET
State5 symbols
Questions4 asked
Answersreal, captured
Actions1 rule · dry run

State

{"symbol":"JPM"} then BAC, WFC, GS, C, one request each. The server fills in the latest completed session.

Questions

`reported`	English → rule	Did the stock report earnings in the last 1 days?
`beat`	English → rule	Did the stock beat EPS estimates last quarter?
`gap`	English → rule	Did the stock gap up after its last earnings?
`big`	rule	`abs(last_earnings_move) > 5` Last earnings move bigger than 5%

Answers

Symbol	`reported`rule	`beat`rule	`gap`rule	`big`rule	Fired
`JPM`	0.0537	0.1409	0.9463	0.0664	none
`BAC`	0.0537	0.1409	0.0537	0.4222	none
`WFC`	0.0537	0.8591	0.0537	0.0537	none
`GS`	0.0537	0.8591	0.9463	0.0599	none
`C`	0.0537	0.8591	0.0537	0.9463	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.

reported >= 0.6→Emailme

JPM 0 of 1 fired · dry run, nothing sent

BAC 0 of 1 fired · dry run, nothing sent

WFC 0 of 1 fired · dry run, nothing sent

GS 0 of 1 fired · dry run, nothing sent

C 0 of 1 fired · dry run, nothing sent

What it means

Session of 2026-10-30, 5 symbols: Did the stock report earnings in the last 1 days: true for none of 5. Did the stock beat EPS estimates last quarter: true for WFC, GS, C of 5. Did the stock gap up after its last earnings: true for JPM, GS of 5. Last earnings move bigger than 5%: true for C of 5. reported_note fired for none.

Only names that just reported produce mail, so the inbox mirrors the earnings calendar of the book.

As a scheduled workflow (Mon–Fri at 08:00 ET)

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

{
  "name": "Pre-open earnings season digest for the PM",
  "symbols": "JPM BAC WFC GS C",
  "days": [
    1,
    2,
    3,
    4,
    5
  ],
  "at_time": "08:00",
  "model": "ora-fin-0.1.1",
  "questions": {
    "reported": {
      "type": "yes_no",
      "instructions": "Did the stock report earnings in the last 1 days?"
    },
    "beat": {
      "type": "yes_no",
      "instructions": "Did the stock beat EPS estimates last quarter?"
    },
    "gap": {
      "type": "yes_no",
      "instructions": "Did the stock gap up after its last earnings?"
    },
    "big": {
      "type": "yes_no",
      "ask": "abs(last_earnings_move) > 5"
    }
  },
  "actions": [
    {
      "id": "reported_note",
      "when": "reported >= 0.6",
      "do": "email",
      "connection": "me",
      "subject": "{{symbol}} reported ({{as_of}})",
      "message": "{{symbol}} reported. Beat EPS {{beat|pct}}, gapped up {{gap|pct}}, reaction over 5% {{big|pct}}."
    }
  ]
}

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "JPM"
  },
  "questions": {
    "reported": {
      "type": "yes_no",
      "instructions": "Did the stock report earnings in the last 1 days?"
    },
    "beat": {
      "type": "yes_no",
      "instructions": "Did the stock beat EPS estimates last quarter?"
    },
    "gap": {
      "type": "yes_no",
      "instructions": "Did the stock gap up after its last earnings?"
    },
    "big": {
      "type": "yes_no",
      "ask": "abs(last_earnings_move) > 5"
    }
  },
  "actions": [
    {
      "id": "reported_note",
      "when": "reported >= 0.6",
      "do": "email",
      "connection": "me",
      "subject": "{{symbol}} reported ({{as_of}})",
      "message": "{{symbol}} reported. Beat EPS {{beat|pct}}, gapped up {{gap|pct}}, reaction over 5% {{big|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (JPM, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "reported": {
      "yes_no": 0.0537,
      "rule": "days_since_earnings <= 1",
      "basis": "pattern"
    },
    "beat": {
      "yes_no": 0.1409,
      "rule": "beat_eps_last > 0.5",
      "basis": "pattern"
    },
    "gap": {
      "yes_no": 0.9463,
      "rule": "last_earnings_gap > 0",
      "basis": "pattern"
    },
    "big": {
      "yes_no": 0.0664,
      "rule": "abs(last_earnings_move) > 5",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "JPM",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "reported_note",
      "fired": false,
      "status": "skipped"
    }
  ]
}

abs beat_eps_last days_since_earnings last_earnings_gap last_earnings_move

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Portfolio manager (long-only) · example 15

DIS: deep drawdown or still in a range?

A value holding: measure how far it sits from its 52-week high and whether the decline is slowing.

ora-fin-0.1.1DIS5 questions

StateDIS
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`dd20`	rule	`C < 0.8 * max(H, 252)` More than 20% off the 52-week high
`lowbars`	rule	`lowestbars(L, 60) >= 20` The 60-day low is at least 20 sessions old
`zlow`	rule	`zscore(C, 20) < -2` Two deviations under the 20-day mean
`higher_lows`	rule	`min(L, 5) > ref(min(L, 5), -5)` This week's low is above last week's
`rally10`	forecast	Will it rally at least 10% at some point in the next month? A 10% rally within a month

Answers

Question	Answer	Reading
`dd20` More than 20% off the 52-week high	0.0537	false
`lowbars` The 60-day low is at least 20 sessions old	0.5435	on the line (true)
`zlow` Two deviations under the 20-day mean	0.0621	false
`higher_lows` This week's low is above last week's	0.4398	on the line (false)
`rally10` A 10% rally within a month	0.36	36% · unlikely

What it means

For DIS on the session of 2026-10-30: Not true: More than 20% off the 52-week high; Two deviations under the 20-day mean. On the line: The 60-day low is at least 20 sessions old; This week's low is above last week's. Forecasts: A 10% rally within a month 36%.

An old low with higher weekly lows says selling has slowed; a fresh low means patience before adding.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "DIS"
  },
  "questions": {
    "dd20": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "lowbars": {
      "type": "yes_no",
      "ask": "lowestbars(L, 60) >= 20"
    },
    "zlow": {
      "type": "yes_no",
      "ask": "zscore(C, 20) < -2"
    },
    "higher_lows": {
      "type": "yes_no",
      "ask": "min(L, 5) > ref(min(L, 5), -5)"
    },
    "rally10": {
      "type": "yes_no",
      "instructions": "Will it rally at least 10% at some point in the next month?"
    }
  }
}

Response JSON (DIS, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "dd20": {
      "yes_no": 0.0537,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "lowbars": {
      "yes_no": 0.5435,
      "rule": "lowestbars(L, 60) >= 20",
      "basis": "rule"
    },
    "zlow": {
      "yes_no": 0.0621,
      "rule": "zscore(C, 20) < -2",
      "basis": "rule"
    },
    "higher_lows": {
      "yes_no": 0.4398,
      "rule": "min(L, 5) > ref(min(L, 5), -5)",
      "basis": "rule"
    },
    "rally10": {
      "yes_no": 0.36
    }
  },
  "context": {
    "symbol": "DIS",
    "as_of": "2026-10-30"
  }
}

lowestbars max min ref zscore

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Portfolio manager (long-only) · example 16

Quarterly rebalance: which sector ETFs ran furthest?

Rank the sector sleeves by how stretched they are versus their 200-day before the quarterly rebalance.

ora-fin-0.1.16 symbols, one request each3 questions

State6 symbols
Questions3 asked
Answersreal, captured
Actionsnone

State

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

Questions

`ext`	rule	`C > sma(C, 200) * 1.10` More than 10% above the 200-day
`near_200`	rule	`abs(C / sma(C, 200) - 1) < 0.03` Within 3% of the 200-day
`mom`	rule	`roc(C, 63) > 10 and C >= 0.95 * max(H, 63)` Up more than 10% in a quarter, near the high

Answers

Symbol	`ext`rule	`near_200`rule	`mom`rule
`XLF`	0.1018	0.185	0.0785
`XLE`	0.9463	0.0537	0.9336
`XLI`	0.0548	0.4522	0.0537
`XLY`	0.0537	0.9113	0.0537
`XLP`	0.1053	0.0736	0.0812
`XLU`	0.0537	0.7477	0.0549

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

What it means

Session of 2026-10-30, 6 symbols: More than 10% above the 200-day: true for XLE of 6. Within 3% of the 200-day: true for XLY, XLU of 6. Up more than 10% in a quarter, near the high: true for XLE of 6.

Sleeves far above their 200-day are trimmed back to target first; sleeves near it are where new money goes.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "XLF"
  },
  "questions": {
    "ext": {
      "type": "yes_no",
      "ask": "C > sma(C, 200) * 1.10"
    },
    "near_200": {
      "type": "yes_no",
      "ask": "abs(C / sma(C, 200) - 1) < 0.03"
    },
    "mom": {
      "type": "yes_no",
      "ask": "roc(C, 63) > 10 and C >= 0.95 * max(H, 63)"
    }
  }
}

Response JSON (XLF, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "ext": {
      "yes_no": 0.1018,
      "rule": "C > sma(C, 200) * 1.10",
      "basis": "rule"
    },
    "near_200": {
      "yes_no": 0.185,
      "rule": "abs(C / sma(C, 200) - 1) < 0.03",
      "basis": "rule"
    },
    "mom": {
      "yes_no": 0.0785,
      "rule": "roc(C, 63) > 10 and C >= 0.95 * max(H, 63)",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "XLF",
    "as_of": "2026-10-30"
  }
}

abs max roc sma

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Portfolio manager (long-only) · example 17

A holding gapped down: PYPL triage

When a holding opens sharply lower, decide quickly whether the gap is being bought or extending.

ora-fin-0.1.1PYPL5 questions1 action

StatePYPL
Questions5 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`gap_down`	rule	`gap_down()` gap down candle: Today's whole range is below yesterday's low.
`reclaimed`	rule	`O < L[-1] and C > C[-1]` Opened under yesterday's low, closed up on the day
`close_low`	rule	`(C - L) / (H - L) < 0.25` Closed in the bottom quarter of the day's range
`down_vol`	rule	`C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)` Down on heavy volume
`fill`	forecast	Will the gap fill within 5 sessions?

Answers

Question	Answer	Reading
`gap_down` gap down candle: Today's whole range is below yesterday's low.	0.1328	false
`reclaimed` Opened under yesterday's low, closed up on the day	0.2205	false
`close_low` Closed in the bottom quarter of the day's range	0.1933	false
`down_vol` Down on heavy volume	0.3255	false
`fill` Will the gap fill within 5 sessions	0.336	34% · unlikely

Actions

Rules on the answers decide what to send.

gap_down >= 0.6 and down_vol >= 0.6→Slackpm-desk

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

escalaterule false: skipped

What it means

For PYPL on the session of 2026-10-30: Not true: gap down candle: Today's whole range is below yesterday's low.; Opened under yesterday's low, closed up on the day; Closed in the bottom quarter of the day's range; Down on heavy volume. Forecasts: Will the gap fill within 5 sessions 34%. No action fired: every rule was false.

A gap down on heavy volume that closes near the low is an escalation; a reclaimed gap is usually noise for a long-only holder.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "PYPL"
  },
  "questions": {
    "gap_down": {
      "type": "yes_no",
      "ask": "gap_down()"
    },
    "reclaimed": {
      "type": "yes_no",
      "ask": "O < L[-1] and C > C[-1]"
    },
    "close_low": {
      "type": "yes_no",
      "ask": "(C - L) / (H - L) < 0.25"
    },
    "down_vol": {
      "type": "yes_no",
      "ask": "C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)"
    },
    "fill": {
      "type": "yes_no",
      "instructions": "Will the gap fill within 5 sessions?"
    }
  },
  "actions": [
    {
      "id": "escalate",
      "when": "gap_down >= 0.6 and down_vol >= 0.6",
      "do": "slack",
      "connection": "pm-desk",
      "message": "{{symbol}} ({{as_of}}): unfilled gap down on heavy volume. Gap fill within 5 sessions: {{fill|pct}}. Call with the analyst at 14:00."
    }
  ],
  "dry_run": true
}

Response JSON (PYPL, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "gap_down": {
      "yes_no": 0.1328,
      "rule": "gap_down()",
      "basis": "rule"
    },
    "reclaimed": {
      "yes_no": 0.2205,
      "rule": "O < L[-1] and C > C[-1]",
      "basis": "rule"
    },
    "close_low": {
      "yes_no": 0.1933,
      "rule": "(C - L) / (H - L) < 0.25",
      "basis": "rule"
    },
    "down_vol": {
      "yes_no": 0.3255,
      "rule": "C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)",
      "basis": "rule"
    },
    "fill": {
      "yes_no": 0.336
    }
  },
  "context": {
    "symbol": "PYPL",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "escalate",
      "fired": false,
      "status": "skipped"
    }
  ]
}

avg gap_down offset ref

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Portfolio manager (long-only) · example 18

HD trend with a smoothed filter

Use a slower, smoothed trend line to avoid reacting to every wiggle in a core holding.

ora-fin-0.1.1HD5 questions

StateHD
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`rec_trend`	rule	`C > rec(C, self + 0.05 * (C - self))` Above a smoothed recursive trend line
`rma`	rule	`C > rma(C, 50)` Above the 50-day Wilder average
`mean100`	rule	`C > mean(C, 100)` Above the 100-day average
`hlc3_trend`	rule	`hlc3() > sma(hlc3(), 20)` Typical price above its 20-day average
`drop5`	forecast	Will it drop at least 5% at some point in the next month? A 5% drawdown within a month

Answers

Question	Answer	Reading
`rec_trend` Above a smoothed recursive trend line	0.8929	true
`rma` Above the 50-day Wilder average	0.8048	true
`mean100` Above the 100-day average	0.699	true
`hlc3_trend` Typical price above its 20-day average	0.9195	true
`drop5` A 5% drawdown within a month	0.457	46% · close to even

What it means

For HD on the session of 2026-10-30: True now: Above a smoothed recursive trend line; Above the 50-day Wilder average; Above the 100-day average; Typical price above its 20-day average. Forecasts: A 5% drawdown within a month 46%.

When the slow filters agree the holding stays untouched; disagreement between them is a cue to look more closely.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "HD"
  },
  "questions": {
    "rec_trend": {
      "type": "yes_no",
      "ask": "C > rec(C, self + 0.05 * (C - self))"
    },
    "rma": {
      "type": "yes_no",
      "ask": "C > rma(C, 50)"
    },
    "mean100": {
      "type": "yes_no",
      "ask": "C > mean(C, 100)"
    },
    "hlc3_trend": {
      "type": "yes_no",
      "ask": "hlc3() > sma(hlc3(), 20)"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (HD, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "rec_trend": {
      "yes_no": 0.8929,
      "rule": "C > rec(C, self + 0.05 * (C - self))",
      "basis": "rule"
    },
    "rma": {
      "yes_no": 0.8048,
      "rule": "C > rma(C, 50)",
      "basis": "rule"
    },
    "mean100": {
      "yes_no": 0.699,
      "rule": "C > mean(C, 100)",
      "basis": "rule"
    },
    "hlc3_trend": {
      "yes_no": 0.9195,
      "rule": "hlc3() > sma(hlc3(), 20)",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.457
    }
  },
  "context": {
    "symbol": "HD",
    "as_of": "2026-10-30"
  }
}

hlc3 mean rec rma sma

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Portfolio manager (long-only) · example 19

Corporate-action housekeeping on WMT and NVDA

Before reconciling share counts and income, check recent splits and dividend changes.

ora-fin-0.1.12 symbols, one request each5 questions

State2 symbols
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`split_3y`	rule	`days_since_split <= 1095` Split in the last three years
`ratio`	rule	`last_split_ratio >= 4` Last split at least 4-for-1
`raised`	rule	`raised_last > 0.5` Raised its last dividend
`ex_soon`	rule	`days_to_ex_div <= 30` Goes ex-dividend within 30 days
`split_next`	rule	`days_to_split <= 365` A split is announced

Answers

Symbol	`split_3y`rule	`ratio`rule	`raised`rule	`ex_soon`rule	`split_next`rule
`WMT`	0.9463	0.0683	0.1409	0.0537	0.0537
`NVDA`	0.9463	0.9463	0.1409	0.0537	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, 2 symbols: Split in the last three years: true for WMT, NVDA of 2. Last split at least 4-for-1: true for NVDA of 2. Raised its last dividend: true for none of 2. Goes ex-dividend within 30 days: true for none of 2.

Split and dividend facts tell operations which positions need a share-count or accrual check this month.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "WMT"
  },
  "questions": {
    "split_3y": {
      "type": "yes_no",
      "ask": "days_since_split <= 1095"
    },
    "ratio": {
      "type": "yes_no",
      "ask": "last_split_ratio >= 4"
    },
    "raised": {
      "type": "yes_no",
      "ask": "raised_last > 0.5"
    },
    "ex_soon": {
      "type": "yes_no",
      "ask": "days_to_ex_div <= 30"
    },
    "split_next": {
      "type": "yes_no",
      "ask": "days_to_split <= 365"
    }
  }
}

Response JSON (WMT, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "split_3y": {
      "yes_no": 0.9463,
      "rule": "days_since_split <= 1095",
      "basis": "rule"
    },
    "ratio": {
      "yes_no": 0.0683,
      "rule": "last_split_ratio >= 4",
      "basis": "rule"
    },
    "raised": {
      "yes_no": 0.1409,
      "rule": "raised_last > 0.5",
      "basis": "rule"
    },
    "ex_soon": {
      "yes_no": 0.0537,
      "rule": "days_to_ex_div <= 30",
      "basis": "rule"
    },
    "split_next": {
      "yes_no": 0.0537,
      "rule": "days_to_split <= 365",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "WMT",
    "as_of": "2026-10-30"
  }
}

days_since_split days_to_ex_div days_to_split last_split_ratio raised_last

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Portfolio manager (long-only) · example 20

Consumer holdings: is weakness spreading?

Check two consumer holdings for lower swing highs and lows and closes under their 50-day.

ora-fin-0.1.12 symbols, one request each5 questions

State2 symbols
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`lh_ll`	English → rule	Is the stock making lower swing highs and lower swing lows?
`below_50`	rule	`C < sma(C, 50)` Below the 50-day average
`lower_high`	rule	`swinghigh(5, 1) < swinghigh(5, 2)` Latest swing high below the one before
`three_crows`	rule	`three_black_crows()` three black crows candle: Three red bars, each closing lower and opening inside the previous body.
`drop10`	forecast	Will it drop at least 10% at some point in the next month? A 10% drawdown within a month

Answers

Symbol	`lh_ll`rule	`below_50`rule	`lower_high`rule	`three_crows`rule	`drop10`forecast
`TGT`	0.5531	0.6641	0.5531	0.0931	0.489
`LOW`	0.0537	0.0998	0.0537	0.0537	0.575

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: Is the stock making lower swing highs and lower swing lows: true for none of 2. Below the 50-day average: true for TGT of 2. Latest swing high below the one before: true for none of 2. three black crows candle: Three red bars, each closing lower and opening inside the previous body.: true for none of 2. Highest odds for “A 10% drawdown within a month”: LOW at 57%.

Lower highs and lows in both names point to a sector problem rather than a single-stock one.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "TGT"
  },
  "questions": {
    "lh_ll": {
      "type": "yes_no",
      "instructions": "Is the stock making lower swing highs and lower swing lows?"
    },
    "below_50": {
      "type": "yes_no",
      "ask": "C < sma(C, 50)"
    },
    "lower_high": {
      "type": "yes_no",
      "ask": "swinghigh(5, 1) < swinghigh(5, 2)"
    },
    "three_crows": {
      "type": "yes_no",
      "ask": "three_black_crows()"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    }
  }
}

Response JSON (TGT, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "lh_ll": {
      "yes_no": 0.5531,
      "rule": "(swinghigh(5, 1) < swinghigh(5, 2)) and (swinglow(5, 1) < swinglow(5, 2))",
      "basis": "pattern"
    },
    "below_50": {
      "yes_no": 0.6641,
      "rule": "C < sma(C, 50)",
      "basis": "rule"
    },
    "lower_high": {
      "yes_no": 0.5531,
      "rule": "swinghigh(5, 1) < swinghigh(5, 2)",
      "basis": "rule"
    },
    "three_crows": {
      "yes_no": 0.0931,
      "rule": "three_black_crows()",
      "basis": "rule"
    },
    "drop10": {
      "yes_no": 0.489
    }
  },
  "context": {
    "symbol": "TGT",
    "as_of": "2026-10-30"
  }
}

sma swinghigh swinglow three_black_crows

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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.

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Institutions

Can the fund build a position in CMG without moving the price?

State

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Answers

What it means

Underweight NVDA: is the trend still running away?

State

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What it means

Topping candles on COST at the highs?

State

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What it means

Pre-open earnings season digest for the PM

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DIS: deep drawdown or still in a range?

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What it means

Quarterly rebalance: which sector ETFs ran furthest?

State

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What it means

A holding gapped down: PYPL triage

State

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What it means

HD trend with a smoothed filter

State

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What it means

Corporate-action housekeeping on WMT and NVDA

State

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What it means

Consumer holdings: is weakness spreading?

State

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What it means