Model

Private equity: 20 ways to use Ora

Public comparables, exit windows and listed-portfolio monitoring around deals. 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 (42)

sma 13 max 9 offset 4 lowest 4 ema 3 log 2 ref 2 sqrt 2 std 2 beat_eps_last 2 beat_revenue_last 2 days_to_earnings 2 roc 2 atr 2 swinghigh 2 swinglow 2 div_yield_ttm 2 avg 1 abs 1 last_earnings_move 1 pre_earnings_close 1 lowestbars 1 adx 1 diminus 1 diplus 1 engulfing_bear 1 evening_star 1 tweezer_top 1 beat_streak 1 beats_last4 1 eps_growth_yoy 1 next_report_bmo 1 crossup 1 macd 1 macdsignal 1 pays_dividend 1 raised_last 1 years_of_growth 1 barssince 1 dragonfly_doji 1 hammer 1 rsi 1

Examples 1–10 of 20 · page 1 of 2

Private equity · example 1

Is the IPO exit window open? Small caps as the read

Listing a portfolio company works best when small caps trend up with calm volatility; read that from IWM.

ora-fin-0.1.1IWM6 questions

StateIWM
Questions6 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend`	English → rule	Is the stock above its 200-day moving average?
`sma50_up`	rule	`sma(C, 50) > ref(sma(C, 50), -10)` The 50-day average is rising
`calm`	English → rule	Is 20-day historical volatility below 20%?
`near_high`	rule	`C >= 0.98 * max(H, 252)` Within 2% of the 52-week high
`vol_calm`	forecast	Will volatility calm down over the next 5 days? Volatility calming over 5 days
`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` Is the stock above its 200-day moving average compiled to `C > sma(C, 200)`	0.5564	on the line (true)
`sma50_up` The 50-day average is rising	0.0779	false
`calm` Is 20-day historical volatility below 20% compiled to `std(log(C / C[-1]), 20) * sqrt(20 / 19) * sqrt(252) < 0.2`	0.9387	true
`near_high` Within 2% of the 52-week high	0.0689	false
`vol_calm` Volatility calming over 5 days	0.522	52% · close to even
`drop5` A 5% drawdown within a month	0.234	23% · unlikely

What it means

For IWM on the session of 2026-10-30: True now: Is 20-day historical volatility below 20%. Not true: The 50-day average is rising; Within 2% of the 52-week high. On the line: Is the stock above its 200-day moving average. Forecasts: Volatility calming over 5 days 52%; A 5% drawdown within a month 23%.

An uptrend with low realized volatility is the backdrop bankers like for a listing; a drawdown or vol spike argues for waiting a quarter.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "IWM"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "sma50_up": {
      "type": "yes_no",
      "ask": "sma(C, 50) > ref(sma(C, 50), -10)"
    },
    "calm": {
      "type": "yes_no",
      "instructions": "Is 20-day historical volatility below 20%?"
    },
    "near_high": {
      "type": "yes_no",
      "ask": "C >= 0.98 * max(H, 252)"
    },
    "vol_calm": {
      "type": "yes_no",
      "instructions": "Will volatility calm down over the next 5 days?"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (IWM, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.5564,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "sma50_up": {
      "yes_no": 0.0779,
      "rule": "sma(C, 50) > ref(sma(C, 50), -10)",
      "basis": "rule"
    },
    "calm": {
      "yes_no": 0.9387,
      "rule": "std(log(C / C[-1]), 20) * sqrt(20 / 19) * sqrt(252) < 0.2",
      "basis": "pattern"
    },
    "near_high": {
      "yes_no": 0.0689,
      "rule": "C >= 0.98 * max(H, 252)",
      "basis": "rule"
    },
    "vol_calm": {
      "yes_no": 0.522
    },
    "drop5": {
      "yes_no": 0.234
    }
  },
  "context": {
    "symbol": "IWM",
    "as_of": "2026-10-30"
  }
}

log max offset ref sma sqrt std

Try it in the Playground

Private equity · example 2

Public software comps for a SaaS deal: CRM, NOW, WDAY, ADBE

Before pricing a software buyout, check how the listed comparables are trading: trend, drawdown from highs and momentum.

ora-fin-0.1.14 symbols, one request each4 questions

State4 symbols
Questions4 asked
Answersreal, captured
Actionsnone

State

{"symbol":"CRM"} then NOW, WDAY, ADBE, one request each. The server fills in the latest completed session.

Questions

`trend`	English → rule	Is the stock above its 200-day moving average?
`dd`	rule	`C < 0.8 * max(H, 252)` More than 20% off the 52-week high
`mom`	rule	`C > C[-63]` Higher than three months ago
`beat`	English → rule	Did the stock beat on both EPS and revenue last quarter?

Answers

Symbol	`trend`rule	`dd`rule	`mom`rule	`beat`rule
`CRM`	0.9107	0.1862	0.9281	0.8591
`NOW`	0.1728	0.9463	0.1906	0.1409
`WDAY`	0.9463	0.2316	0.9416	0.8591
`ADBE`	0.4894	0.9445	0.4527	0.8591

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 CRM, WDAY of 4. More than 20% off the 52-week high: true for NOW, ADBE of 4. Higher than three months ago: true for CRM, WDAY of 4. Did the stock beat on both EPS and revenue last quarter: true for CRM, WDAY, ADBE of 4.

Comps in deep drawdowns pull public multiples down, which shapes the bid and the exit assumptions in the model.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "CRM"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "dd": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "mom": {
      "type": "yes_no",
      "ask": "C > C[-63]"
    },
    "beat": {
      "type": "yes_no",
      "instructions": "Did the stock beat on both EPS and revenue last quarter?"
    }
  }
}

Response JSON (CRM, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.9107,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "dd": {
      "yes_no": 0.1862,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "mom": {
      "yes_no": 0.9281,
      "rule": "C > C[-63]",
      "basis": "rule"
    },
    "beat": {
      "yes_no": 0.8591,
      "rule": "beat_eps_last > 0.5 and beat_revenue_last > 0.5",
      "basis": "pattern"
    }
  },
  "context": {
    "symbol": "CRM",
    "as_of": "2026-10-30"
  }
}

beat_eps_last beat_revenue_last max offset sma

Try it in the Playground

Private equity · example 3

Weekly monitor of a listed portfolio company

After a partial IPO the fund still holds a large stake; each Friday check the stock's trend and alert the deal team on a breakdown.

ora-fin-0.1.1ETSY5 questions2 actionsworkflow · Fri at 17:00 ET

ScheduleFri at 17:00 ET
StateETSY
Questions5 asked
Answersreal, captured
Actions2 rules · dry run

State

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

Questions

`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`breakdown`	rule	`C < lowest(L, 20)` Closed under the 20-day low
`dd`	rule	`C < 0.8 * max(H, 252)` More than 20% off the 52-week high
`earn_soon`	rule	`days_to_earnings <= 10` Reports earnings within 10 days
`drop10`	forecast	Will it drop at least 10% at some point in the next month? A 10% drawdown within a month

Answers

Question	Answer	Reading
`trend` Above the 50-day average	0.9047	true
`breakdown` Closed under the 20-day low	0.0586	false
`dd` More than 20% off the 52-week high	0.0604	false
`earn_soon` Reports earnings within 10 days	0.0537	false
`drop10` A 10% drawdown within a month	0.63	63% · likely

Actions

Rules on the answers decide what to send.

breakdown >= 0.6 or dd >= 0.6→Emaildeal-team

else→Slackdeal-team

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

deal_teamrule false: skipped

statuswould send (dry run)Slack → deal-team

{
  "text": "ETSY (2026-10-30): no breakdown. Above 50-day 90%."
}

What it means

For ETSY on the session of 2026-10-30: True now: Above the 50-day average. Not true: Closed under the 20-day low; More than 20% off the 52-week high; Reports earnings within 10 days. Forecasts: A 10% drawdown within a month 63%. Fired: status (Slack → deal-team).

The weekly email fires only on a breakdown; otherwise one Slack line records that the stake was checked.

As a scheduled workflow (Fri at 17:00 ET)

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

{
  "name": "Weekly monitor of a listed portfolio company",
  "symbols": "ETSY",
  "days": [
    5
  ],
  "at_time": "17:00",
  "model": "ora-fin-0.1.1",
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "breakdown": {
      "type": "yes_no",
      "ask": "C < lowest(L, 20)"
    },
    "dd": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "earn_soon": {
      "type": "yes_no",
      "ask": "days_to_earnings <= 10"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "deal_team",
      "when": "breakdown >= 0.6 or dd >= 0.6",
      "do": "email",
      "connection": "deal-team",
      "subject": "{{symbol}} stake: breakdown ({{as_of}})",
      "message": "{{symbol}} broke its 20-day low ({{breakdown|pct}}) or sits over 20% below its high ({{dd|pct}}). Report within 10 days: {{earn_soon|pct}}. 10% drawdown odds: {{drop10|pct}}."
    },
    {
      "id": "status",
      "when": "else",
      "do": "slack",
      "connection": "deal-team",
      "message": "{{symbol}} ({{as_of}}): no breakdown. Above 50-day {{trend|pct}}."
    }
  ]
}

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "ETSY"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "breakdown": {
      "type": "yes_no",
      "ask": "C < lowest(L, 20)"
    },
    "dd": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "earn_soon": {
      "type": "yes_no",
      "ask": "days_to_earnings <= 10"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "deal_team",
      "when": "breakdown >= 0.6 or dd >= 0.6",
      "do": "email",
      "connection": "deal-team",
      "subject": "{{symbol}} stake: breakdown ({{as_of}})",
      "message": "{{symbol}} broke its 20-day low ({{breakdown|pct}}) or sits over 20% below its high ({{dd|pct}}). Report within 10 days: {{earn_soon|pct}}. 10% drawdown odds: {{drop10|pct}}."
    },
    {
      "id": "status",
      "when": "else",
      "do": "slack",
      "connection": "deal-team",
      "message": "{{symbol}} ({{as_of}}): no breakdown. Above 50-day {{trend|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (ETSY, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.9047,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "breakdown": {
      "yes_no": 0.0586,
      "rule": "C < lowest(L, 20)",
      "basis": "rule"
    },
    "dd": {
      "yes_no": 0.0604,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "earn_soon": {
      "yes_no": 0.0537,
      "rule": "days_to_earnings <= 10",
      "basis": "rule"
    },
    "drop10": {
      "yes_no": 0.63
    }
  },
  "context": {
    "symbol": "ETSY",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "deal_team",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "status",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "deal-team",
      "preview": {
        "text": "ETSY (2026-10-30): no breakdown. Above 50-day 90%."
      }
    }
  ]
}

days_to_earnings lowest max sma

Try it in the Playground

Private equity · example 4

Lock-up expiry: is the tape strong enough to sell down?

Selling a block after the lock-up is easier into strength and volume; check EXPE for both before calling the banks.

ora-fin-0.1.1EXPE5 questions1 action

StateEXPE
Questions5 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`strength`	rule	`(C - L) / (H - L) > 0.75` Closed in the top quarter of the day's range
`vol`	rule	`V > avg(V, 20)` Volume above its 20-day average
`liquid`	rule	`avg(C * V, 20) > 100000000` Trades more than $100 million a day
`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
`big5`	forecast	Will there be a big move in either direction in the next 5 days? A big move either way in 5 days

Answers

Question	Answer	Reading
`strength` Closed in the top quarter of the day's range	0.7739	true
`vol` Volume above its 20-day average	0.712	true
`liquid` Trades more than $100 million a day	0.9463	true
`trend` Stacked averages: close > 20 EMA > 50 > 200	0.3791	false
`big5` A big move either way in 5 days	0.22	22% · unlikely

Actions

Rules on the answers decide what to send.

trend >= 0.6 and liquid >= 0.6→Webhookzapier-deal-log

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

block_readyrule false: skipped

What it means

For EXPE on the session of 2026-10-30: True now: Closed in the top quarter of the day's range; Volume above its 20-day average; Trades more than $100 million a day. Not true: Stacked averages: close > 20 EMA > 50 > 200. Forecasts: A big move either way in 5 days 22%. No action fired: every rule was false.

A trending, liquid stock supports an overnight block; the check is logged to the deal tracker through Zapier.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "EXPE"
  },
  "questions": {
    "strength": {
      "type": "yes_no",
      "ask": "(C - L) / (H - L) > 0.75"
    },
    "vol": {
      "type": "yes_no",
      "ask": "V > avg(V, 20)"
    },
    "liquid": {
      "type": "yes_no",
      "ask": "avg(C * V, 20) > 100000000"
    },
    "trend": {
      "type": "yes_no",
      "ask": "C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)"
    },
    "big5": {
      "type": "yes_no",
      "instructions": "Will there be a big move in either direction in the next 5 days?"
    }
  },
  "actions": [
    {
      "id": "block_ready",
      "when": "trend >= 0.6 and liquid >= 0.6",
      "do": "webhook",
      "connection": "zapier-deal-log",
      "body": {
        "event": "block_window_check",
        "symbol": "{{symbol}}",
        "trend": "{{trend}}",
        "liquid": "{{liquid}}",
        "big_move_odds": "{{big5}}",
        "as_of": "{{as_of}}"
      }
    }
  ],
  "dry_run": true
}

Response JSON (EXPE, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "strength": {
      "yes_no": 0.7739,
      "rule": "(C - L) / (H - L) > 0.75",
      "basis": "rule"
    },
    "vol": {
      "yes_no": 0.712,
      "rule": "V > avg(V, 20)",
      "basis": "rule"
    },
    "liquid": {
      "yes_no": 0.9463,
      "rule": "avg(C * V, 20) > 100000000",
      "basis": "rule"
    },
    "trend": {
      "yes_no": 0.3791,
      "rule": "C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)",
      "basis": "rule"
    },
    "big5": {
      "yes_no": 0.22
    }
  },
  "context": {
    "symbol": "EXPE",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "block_ready",
      "fired": false,
      "status": "skipped"
    }
  ]
}

avg ema sma

Try it in the Playground

Private equity · example 5

How are listed alternative managers trading?

Listed asset managers are a read on fundraising sentiment; check BLK and GS as public proxies.

ora-fin-0.1.12 symbols, one request each4 questions

State2 symbols
Questions4 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend`	rule	`sma(C, 50) > sma(C, 200)` 50-day above the 200-day
`mom`	rule	`roc(C, 20) > 5` Up more than 5% in 20 sessions
`dd`	rule	`C < 0.8 * max(H, 252)` More than 20% off the 52-week high
`beat_spy`	forecast	Will it beat SPY over the next month? Beating SPY over a month

Answers

Symbol	`trend`rule	`mom`rule	`dd`rule	`beat_spy`forecast
`BLK`	0.9429	0.7402	0.0537	0.447
`GS`	0.4316	0.1196	0.706	0.529

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: 50-day above the 200-day: true for BLK of 2. Up more than 5% in 20 sessions: true for BLK of 2. More than 20% off the 52-week high: true for GS of 2. Highest odds for “Beating SPY over a month”: GS at 53%.

Strong listed managers usually coincide with an easier fundraising market; weakness is a reason to expect slower LP commitments.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "BLK"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "sma(C, 50) > sma(C, 200)"
    },
    "mom": {
      "type": "yes_no",
      "ask": "roc(C, 20) > 5"
    },
    "dd": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  }
}

Response JSON (BLK, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.9429,
      "rule": "sma(C, 50) > sma(C, 200)",
      "basis": "rule"
    },
    "mom": {
      "yes_no": 0.7402,
      "rule": "roc(C, 20) > 5",
      "basis": "rule"
    },
    "dd": {
      "yes_no": 0.0537,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.447
    }
  },
  "context": {
    "symbol": "BLK",
    "as_of": "2026-10-30"
  }
}

max roc sma

Try it in the Playground

Private equity · example 6

Leveraged loan market health for a refinancing

Before refinancing a portfolio company's debt, read the loan and high-yield markets through BKLN and HYG.

ora-fin-0.1.12 symbols, one request each4 questions

State2 symbols
Questions4 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend`	English → rule	Is the stock above its 200-day moving average?
`breakdown`	rule	`C < lowest(L, 20)` Closed under the 20-day low
`calm`	English → rule	Is the 14-day ATR less than 2% of the price?
`down_week`	forecast	Will the stock be lower in a week? Lower in a week

Answers

Symbol	`trend`rule	`breakdown`rule	`calm`rule	`down_week`forecast
`BKLN`	0.9463	0.0609	0.9463	0.434
`HYG`	0.1909	0.0811	0.9463	0.425

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 above its 200-day moving average: true for BKLN of 2. Closed under the 20-day low: true for none of 2. Is the 14-day ATR less than 2% of the price: true for BKLN, HYG of 2. Highest odds for “Lower in a week”: BKLN at 43%.

Loan and high-yield funds in an uptrend with low volatility point to open credit markets; a breakdown argues for refinancing sooner.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "BKLN"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "breakdown": {
      "type": "yes_no",
      "ask": "C < lowest(L, 20)"
    },
    "calm": {
      "type": "yes_no",
      "instructions": "Is the 14-day ATR less than 2% of the price?"
    },
    "down_week": {
      "type": "yes_no",
      "instructions": "Will the stock be lower in a week?"
    }
  }
}

Response JSON (BKLN, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.9463,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "breakdown": {
      "yes_no": 0.0609,
      "rule": "C < lowest(L, 20)",
      "basis": "rule"
    },
    "calm": {
      "yes_no": 0.9463,
      "rule": "atr(14) / C < 0.02",
      "basis": "pattern"
    },
    "down_week": {
      "yes_no": 0.434
    }
  },
  "context": {
    "symbol": "BKLN",
    "as_of": "2026-10-30"
  }
}

atr lowest sma

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Private equity · example 7

Consumer comps: how did NKE and LULU react to earnings?

A consumer brand deal: see how the listed comps were received at their last reports.

ora-fin-0.1.12 symbols, one request each5 questions

State2 symbols
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`beat`	English → rule	Did the stock beat EPS estimates last quarter?
`rev_beat`	English → rule	Did revenue beat estimates last quarter?
`fell`	English → rule	Did the stock fall after its last earnings report?
`big`	rule	`abs(last_earnings_move) > 5` Last earnings move bigger than 5%
`below_pre`	English → rule	Is the stock trading below its pre-earnings price?

Answers

Symbol	`beat`rule	`rev_beat`rule	`fell`rule	`big`rule	`below_pre`rule
`NKE`	0.8591	0.1409	0.9463	0.2018	0.076
`LULU`	0.8591	0.1409	0.9463	0.9463	0.8965

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: Did the stock beat EPS estimates last quarter: true for NKE, LULU of 2. Did revenue beat estimates last quarter: true for none of 2. Did the stock fall after its last earnings report: true for NKE, LULU of 2. Last earnings move bigger than 5%: true for LULU of 2.

Comps that fell hard after reports show how the market treats the category, which feeds the downside case.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "NKE"
  },
  "questions": {
    "beat": {
      "type": "yes_no",
      "instructions": "Did the stock beat EPS estimates last quarter?"
    },
    "rev_beat": {
      "type": "yes_no",
      "instructions": "Did revenue beat estimates last quarter?"
    },
    "fell": {
      "type": "yes_no",
      "instructions": "Did the stock fall after its last earnings report?"
    },
    "big": {
      "type": "yes_no",
      "ask": "abs(last_earnings_move) > 5"
    },
    "below_pre": {
      "type": "yes_no",
      "instructions": "Is the stock trading below its pre-earnings price?"
    }
  }
}

Response JSON (NKE, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "beat": {
      "yes_no": 0.8591,
      "rule": "beat_eps_last > 0.5",
      "basis": "pattern"
    },
    "rev_beat": {
      "yes_no": 0.1409,
      "rule": "beat_revenue_last > 0.5",
      "basis": "pattern"
    },
    "fell": {
      "yes_no": 0.9463,
      "rule": "last_earnings_move < 0",
      "basis": "pattern"
    },
    "big": {
      "yes_no": 0.2018,
      "rule": "abs(last_earnings_move) > 5",
      "basis": "rule"
    },
    "below_pre": {
      "yes_no": 0.076,
      "rule": "C < pre_earnings_close",
      "basis": "pattern"
    }
  },
  "context": {
    "symbol": "NKE",
    "as_of": "2026-10-30"
  }
}

abs beat_eps_last beat_revenue_last last_earnings_move pre_earnings_close

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Private equity · example 8

Healthcare services comps: UNH, CVS, CI, HUM

Check whether the managed-care group is in a drawdown before bidding on a healthcare services asset.

ora-fin-0.1.14 symbols, one request each3 questions

State4 symbols
Questions3 asked
Answersreal, captured
Actionsnone

State

{"symbol":"UNH"} then CVS, CI, HUM, one request each. The server fills in the latest completed session.

Questions

`dd`	rule	`C < 0.8 * max(H, 252)` More than 20% off the 52-week high
`trend`	English → rule	Is the stock above its 200-day moving average?
`lowbars`	rule	`lowestbars(L, 120) <= 10` Made its 120-day low within the last 10 sessions

Answers

Symbol	`dd`rule	`trend`rule	`lowbars`rule
`UNH`	0.0559	0.9463	0.2515
`CVS`	0.1764	0.7783	0.2843
`CI`	0.0537	0.9231	0.081
`HUM`	0.0537	0.9463	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, 4 symbols: More than 20% off the 52-week high: true for none of 4. Is the stock above its 200-day moving average: true for UNH, CVS, CI, HUM of 4. Made its 120-day low within the last 10 sessions: true for none of 4.

A group near fresh lows implies lower public multiples; the deal team adjusts the exit multiple in the base case.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "UNH"
  },
  "questions": {
    "dd": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "lowbars": {
      "type": "yes_no",
      "ask": "lowestbars(L, 120) <= 10"
    }
  }
}

Response JSON (UNH, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "dd": {
      "yes_no": 0.0559,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "trend": {
      "yes_no": 0.9463,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "lowbars": {
      "yes_no": 0.2515,
      "rule": "lowestbars(L, 120) <= 10",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "UNH",
    "as_of": "2026-10-30"
  }
}

lowestbars max sma

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Private equity · example 9

Industrial comps breadth: GE, HON, MMM, UNP

For an industrial carve-out, see how many listed comps are in uptrends.

ora-fin-0.1.14 symbols, one request each3 questions

State4 symbols
Questions3 asked
Answersreal, captured
Actionsnone

State

{"symbol":"GE"} then HON, MMM, UNP, 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
`adx`	rule	`adx(14) > 20 and diplus(14) > diminus(14)` Trending up (ADX over 20 and +DI over −DI)
`near_high`	rule	`C >= 0.98 * max(H, 252)` Within 2% of the 52-week high

Answers

Symbol	`trend`rule	`adx`rule	`near_high`rule
`GE`	0.1106	0.5561	0.0537
`HON`	0.1039	0.129	0.0541
`MMM`	0.6503	0.8694	0.1475
`UNP`	0.7278	0.9237	0.2968

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: Stacked averages: close > 20 EMA > 50 > 200: true for MMM, UNP of 4. Trending up (ADX over 20 and +DI over −DI): true for MMM, UNP of 4. Within 2% of the 52-week high: true for none of 4.

Broad strength across comps supports a higher exit multiple assumption; one strong name with weak peers does not.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "GE"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)"
    },
    "adx": {
      "type": "yes_no",
      "ask": "adx(14) > 20 and diplus(14) > diminus(14)"
    },
    "near_high": {
      "type": "yes_no",
      "ask": "C >= 0.98 * max(H, 252)"
    }
  }
}

Response JSON (GE, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.1106,
      "rule": "C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)",
      "basis": "rule"
    },
    "adx": {
      "yes_no": 0.5561,
      "rule": "adx(14) > 20 and diplus(14) > diminus(14)",
      "basis": "rule"
    },
    "near_high": {
      "yes_no": 0.0537,
      "rule": "C >= 0.98 * max(H, 252)",
      "basis": "rule"
    }
  },
  "context": {
    "symbol": "GE",
    "as_of": "2026-10-30"
  }
}

adx diminus diplus ema max sma

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Private equity · example 10

Exit timing on a listed stake: reversal candles at the high

A sell-down is planned into strength; watch for topping candles that suggest waiting.

ora-fin-0.1.1BKNG5 questions

StateBKNG
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`tweezer`	rule	`tweezer_top()` tweezer top candle: Green then red, with highs within 0.1%.
`engulf`	rule	`engulfing_bear()` engulfing bear candle: A red body that engulfs yesterday's green body.
`star`	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.
`near_high`	rule	`C >= 0.98 * max(H, 252)` Within 2% of the 52-week high
`down_week`	forecast	Will the stock be lower in a week? Lower in a week

Answers

Question	Answer	Reading
`tweezer` tweezer top candle: Green then red, with highs within 0.1%.	0.3601	false
`engulf` engulfing bear candle: A red body that engulfs yesterday's green body.	0.461	on the line (false)
`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.	0.3449	false
`near_high` Within 2% of the 52-week high	0.0537	false
`down_week` Lower in a week	0.487	49% · close to even

What it means

For BKNG on the session of 2026-10-30: Not true: tweezer top candle: Green then red, with highs within 0.1%.; 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.; Within 2% of the 52-week high. On the line: engulfing bear candle: A red body that engulfs yesterday's green body.. Forecasts: Lower in a week 49%.

A topping candle at the high is a reason to accelerate a planned sale only if the trend rules also weaken.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "BKNG"
  },
  "questions": {
    "tweezer": {
      "type": "yes_no",
      "ask": "tweezer_top()"
    },
    "engulf": {
      "type": "yes_no",
      "ask": "engulfing_bear()"
    },
    "star": {
      "type": "yes_no",
      "ask": "evening_star()"
    },
    "near_high": {
      "type": "yes_no",
      "ask": "C >= 0.98 * max(H, 252)"
    },
    "down_week": {
      "type": "yes_no",
      "instructions": "Will the stock be lower in a week?"
    }
  }
}

Response JSON (BKNG, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "tweezer": {
      "yes_no": 0.3601,
      "rule": "tweezer_top()",
      "basis": "rule"
    },
    "engulf": {
      "yes_no": 0.461,
      "rule": "engulfing_bear()",
      "basis": "rule"
    },
    "star": {
      "yes_no": 0.3449,
      "rule": "evening_star()",
      "basis": "rule"
    },
    "near_high": {
      "yes_no": 0.0537,
      "rule": "C >= 0.98 * max(H, 252)",
      "basis": "rule"
    },
    "down_week": {
      "yes_no": 0.487
    }
  },
  "context": {
    "symbol": "BKNG",
    "as_of": "2026-10-30"
  }
}

engulfing_bear evening_star max tweezer_top

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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, Portfolio manager (long-only), Risk manager, VC / growth investor, Fund-of-funds allocator.

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Institutions

Is the IPO exit window open? Small caps as the read

State

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What it means

Public software comps for a SaaS deal: CRM, NOW, WDAY, ADBE

State

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What it means

Weekly monitor of a listed portfolio company

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What it means

Lock-up expiry: is the tape strong enough to sell down?

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What it means

How are listed alternative managers trading?

State

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What it means

Leveraged loan market health for a refinancing

State

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What it means

Consumer comps: how did NKE and LULU react to earnings?

State

Questions

Answers

What it means

Healthcare services comps: UNH, CVS, CI, HUM

State

Questions

Answers

What it means

Industrial comps breadth: GE, HON, MMM, UNP

State

Questions

Answers

What it means

Exit timing on a listed stake: reversal candles at the high

State

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Answers

What it means