Model

Sell-side sales trader: 20 ways to use Ora

Turns the morning tape into client color: movers, levels, volume and events. Each example is a complete, runnable request with the real answers it returned (45 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 (40)

sma 11 offset 10 ref 8 avg 6 atr 4 max 4 swinghigh 3 lowest 3 rsi 3 abs 2 roc 2 log 2 days_to_earnings 2 swinglow 2 outside_bar 1 last_earnings_gap 1 median 1 dragonfly_doji 1 engulfing_bull 1 highest 1 cut_last 1 days_to_ex_div 1 div_yield_ttm 1 sqrt 1 std 1 obv 1 sign 1 sum 1 last_earnings_move 1 next_report_amc 1 tr 1 beat_eps_last 1 macdhist 1 zscore 1 crossup 1 min 1 atr_pct 1 hl2 1 ohlc4 1 linreg 1

Examples 1–10 of 20 · page 1 of 2

Sell-side sales trader · example 1

Morning color on SPY, QQQ, IWM and DIA for clients

Before the open, a quick read on the index ETFs: trend, yesterday's candle, volume and next-week odds, posted to the sales channel.

ora-fin-0.1.14 symbols, one request each5 questions1 actionworkflow · Mon–Fri at 07:45 ET

ScheduleMon–Fri at 07:45 ET
State4 symbols
Questions5 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`trend`	English → rule	Is the stock above its 50-day moving average?
`up_close`	rule	`C > C[-1]` Closed higher than yesterday
`vol`	rule	`V > avg(V, 20)` Volume above its 20-day average
`outside`	rule	`outside_bar()` outside bar candle: Today's high above yesterday's and low below it.
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Symbol	`trend`rule	`up_close`rule	`vol`rule	`outside`rule	`up_week`forecast	Fired
`SPY`	0.1128	0.0552	0.9463	0.0614	0.598	`color`
`QQQ`	0.0653	0.0537	0.9463	0.0537	0.561	`color`
`IWM`	0.2176	0.0707	0.4577	0.1147	0.526	`color`
`DIA`	0.2849	0.0784	0.8961	0.2587	0.567	`color`

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

Actions

Rules on the answers decide what to send. Each symbol runs its own request, so each one can fire.

trend >= 0→Slacksales-desk

SPY 1 of 1 fired · dry run, nothing sent

colorwould send (dry run)Slack → sales-desk

{
  "text": "SPY (2026-10-30): above 50-day 11%, closed up 6%, volume above average 95%, outside bar 6%. Higher in a week: 60%."
}

QQQ 1 of 1 fired · dry run, nothing sent

colorwould send (dry run)Slack → sales-desk

{
  "text": "QQQ (2026-10-30): above 50-day 7%, closed up 5%, volume above average 95%, outside bar 5%. Higher in a week: 56%."
}

IWM 1 of 1 fired · dry run, nothing sent

colorwould send (dry run)Slack → sales-desk

{
  "text": "IWM (2026-10-30): above 50-day 22%, closed up 7%, volume above average 46%, outside bar 11%. Higher in a week: 53%."
}

DIA 1 of 1 fired · dry run, nothing sent

colorwould send (dry run)Slack → sales-desk

{
  "text": "DIA (2026-10-30): above 50-day 28%, closed up 8%, volume above average 90%, outside bar 26%. Higher in a week: 57%."
}

What it means

Session of 2026-10-30, 4 symbols: Is the stock above its 50-day moving average: true for none of 4. Closed higher than yesterday: true for none of 4. Volume above its 20-day average: true for SPY, QQQ, DIA of 4. outside bar candle: Today's high above yesterday's and low below it.: true for none of 4. Highest odds for “Higher in a week”: SPY at 60%. color fired for SPY, QQQ, IWM, DIA.

Every index posts one line of color; sales traders lift the lines that fit each client's book.

As a scheduled workflow (Mon–Fri at 07:45 ET)

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

{
  "name": "Morning color on SPY, QQQ, IWM and DIA for clients",
  "symbols": "SPY QQQ IWM DIA",
  "days": [
    1,
    2,
    3,
    4,
    5
  ],
  "at_time": "07:45",
  "model": "ora-fin-0.1.1",
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 50-day moving average?"
    },
    "up_close": {
      "type": "yes_no",
      "ask": "C > C[-1]"
    },
    "vol": {
      "type": "yes_no",
      "ask": "V > avg(V, 20)"
    },
    "outside": {
      "type": "yes_no",
      "ask": "outside_bar()"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  },
  "actions": [
    {
      "id": "color",
      "when": "trend >= 0",
      "do": "slack",
      "connection": "sales-desk",
      "message": "{{symbol}} ({{as_of}}): above 50-day {{trend|pct}}, closed up {{up_close|pct}}, volume above average {{vol|pct}}, outside bar {{outside|pct}}. Higher in a week: {{up_week|pct}}."
    }
  ]
}

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "SPY"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 50-day moving average?"
    },
    "up_close": {
      "type": "yes_no",
      "ask": "C > C[-1]"
    },
    "vol": {
      "type": "yes_no",
      "ask": "V > avg(V, 20)"
    },
    "outside": {
      "type": "yes_no",
      "ask": "outside_bar()"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  },
  "actions": [
    {
      "id": "color",
      "when": "trend >= 0",
      "do": "slack",
      "connection": "sales-desk",
      "message": "{{symbol}} ({{as_of}}): above 50-day {{trend|pct}}, closed up {{up_close|pct}}, volume above average {{vol|pct}}, outside bar {{outside|pct}}. Higher in a week: {{up_week|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (SPY, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.1128,
      "rule": "C > sma(C, 50)",
      "basis": "comparison"
    },
    "up_close": {
      "yes_no": 0.0552,
      "rule": "C > C[-1]",
      "basis": "rule"
    },
    "vol": {
      "yes_no": 0.9463,
      "rule": "V > avg(V, 20)",
      "basis": "rule"
    },
    "outside": {
      "yes_no": 0.0614,
      "rule": "outside_bar()",
      "basis": "rule"
    },
    "up_week": {
      "yes_no": 0.598
    }
  },
  "context": {
    "symbol": "SPY",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "color",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "sales-desk",
      "preview": {
        "text": "SPY (2026-10-30): above 50-day 11%, closed up 6%, volume above average 95%, outside bar 6%. Higher in a week: 60%."
      }
    }
  ]
}

avg offset outside_bar sma

Try it in the Playground

Sell-side sales trader · example 2

TSLA moved on volume: talking points for clients

When a crowded name moves, give the desk exact talking points: size of move versus ATR, volume and where it closed in the range.

ora-fin-0.1.1TSLA5 questions1 action

StateTSLA
Questions5 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`big`	rule	`abs(C - C[-1]) > 1.5 * atr(14)` Today's move was bigger than 1.5 ATR
`vol2x`	English → rule	Was today's volume twice its 20-day average?
`top_q`	rule	`(C - L) / (H - L) > 0.75` Closed in the top quarter of the day's range
`bottom_q`	rule	`(C - L) / (H - L) < 0.25` Closed in the bottom quarter of the day's range
`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
`big` Today's move was bigger than 1.5 ATR	0.054	false
`vol2x` Was today's volume twice its 20-day average compiled to `V > 2 * ref(avg(V, 20), -1)`	0.0589	false
`top_q` Closed in the top quarter of the day's range	0.4656	on the line (false)
`bottom_q` Closed in the bottom quarter of the day's range	0.0788	false
`big5` A big move either way in 5 days	0.248	25% · unlikely

Actions

Rules on the answers decide what to send.

big >= 0.6 and vol2x >= 0.6→Slacksales-desk

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

call_clientsrule false: skipped

What it means

For TSLA on the session of 2026-10-30: Not true: Today's move was bigger than 1.5 ATR; Was today's volume twice its 20-day average; Closed in the bottom quarter of the day's range. On the line: Closed in the top quarter of the day's range. Forecasts: A big move either way in 5 days 25%. No action fired: every rule was false.

Only a big move on heavy volume asks the desk to call; the close-in-range answers say whether buyers or sellers finished the day.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "TSLA"
  },
  "questions": {
    "big": {
      "type": "yes_no",
      "ask": "abs(C - C[-1]) > 1.5 * atr(14)"
    },
    "vol2x": {
      "type": "yes_no",
      "instructions": "Was today's volume twice its 20-day average?"
    },
    "top_q": {
      "type": "yes_no",
      "ask": "(C - L) / (H - L) > 0.75"
    },
    "bottom_q": {
      "type": "yes_no",
      "ask": "(C - L) / (H - L) < 0.25"
    },
    "big5": {
      "type": "yes_no",
      "instructions": "Will there be a big move in either direction in the next 5 days?"
    }
  },
  "actions": [
    {
      "id": "call_clients",
      "when": "big >= 0.6 and vol2x >= 0.6",
      "do": "slack",
      "connection": "sales-desk",
      "message": "{{symbol}} ({{as_of}}): move over 1.5 ATR on twice normal volume. Closed top quarter {{top_q|pct}} / bottom quarter {{bottom_q|pct}}. Call the holders."
    }
  ],
  "dry_run": true
}

Response JSON (TSLA, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "big": {
      "yes_no": 0.054,
      "rule": "abs(C - C[-1]) > 1.5 * atr(14)",
      "basis": "rule"
    },
    "vol2x": {
      "yes_no": 0.0589,
      "rule": "V > 2 * ref(avg(V, 20), -1)",
      "basis": "pattern"
    },
    "top_q": {
      "yes_no": 0.4656,
      "rule": "(C - L) / (H - L) > 0.75",
      "basis": "rule"
    },
    "bottom_q": {
      "yes_no": 0.0788,
      "rule": "(C - L) / (H - L) < 0.25",
      "basis": "rule"
    },
    "big5": {
      "yes_no": 0.248
    }
  },
  "context": {
    "symbol": "TSLA",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "call_clients",
      "fired": false,
      "status": "skipped"
    }
  ]
}

abs atr avg offset ref

Try it in the Playground

Sell-side sales trader · example 3

NFLX after earnings: gap, follow-through and the next levels

The morning after a report, tell clients whether the gap held, how the stock closed and where resistance sits.

ora-fin-0.1.1NFLX5 questions

StateNFLX
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`gap`	rule	`last_earnings_gap > 0` Gapped up after the last report
`faded`	rule	`O > C[-1] and C < C[-1]` Gapped up but closed under yesterday's close
`near_res`	rule	`C <= swinghigh(5) and C >= 0.97 * swinghigh(5)` Within 3% under the last swing high
`above_sw`	rule	`C > swinghigh(5)` Above its last confirmed swing high
`fill`	English → rule	Did today's gap up fill?

Answers

Question	Answer	Reading
`gap` Gapped up after the last report	0.0537	false
`faded` Gapped up but closed under yesterday's close	0.4872	on the line (false)
`near_res` Within 3% under the last swing high	0.0967	false
`above_sw` Above its last confirmed swing high	0.0771	false
`fill` Did today's gap up fill compiled to `(O > C[-1] * 1) and (L <= C[-1])`	0.6813	true

What it means

For NFLX on the session of 2026-10-30: True now: Did today's gap up fill. Not true: Gapped up after the last report; Within 3% under the last swing high; Above its last confirmed swing high. On the line: Gapped up but closed under yesterday's close.

A gap that held and cleared the swing high is a strong-color day; a faded gap is a different conversation.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "NFLX"
  },
  "questions": {
    "gap": {
      "type": "yes_no",
      "ask": "last_earnings_gap > 0"
    },
    "faded": {
      "type": "yes_no",
      "ask": "O > C[-1] and C < C[-1]"
    },
    "near_res": {
      "type": "yes_no",
      "ask": "C <= swinghigh(5) and C >= 0.97 * swinghigh(5)"
    },
    "above_sw": {
      "type": "yes_no",
      "ask": "C > swinghigh(5)"
    },
    "fill": {
      "type": "yes_no",
      "instructions": "Did today's gap up fill?"
    }
  }
}

Response JSON (NFLX, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "gap": {
      "yes_no": 0.0537,
      "rule": "last_earnings_gap > 0",
      "basis": "rule"
    },
    "faded": {
      "yes_no": 0.4872,
      "rule": "O > C[-1] and C < C[-1]",
      "basis": "rule"
    },
    "near_res": {
      "yes_no": 0.0967,
      "rule": "C <= swinghigh(5) and C >= 0.97 * swinghigh(5)",
      "basis": "rule"
    },
    "above_sw": {
      "yes_no": 0.0771,
      "rule": "C > swinghigh(5)",
      "basis": "rule"
    },
    "fill": {
      "yes_no": 0.6813,
      "rule": "(O > C[-1] * 1) and (L <= C[-1])",
      "basis": "pattern"
    }
  },
  "context": {
    "symbol": "NFLX",
    "as_of": "2026-10-30"
  }
}

last_earnings_gap offset swinghigh

Try it in the Playground

Sell-side sales trader · example 4

Sector rotation color: XLK, XLF, XLE, XLV, XLU, XLP

Which sector funds lead over a quarter and which are breaking down, for the weekly client call.

ora-fin-0.1.16 symbols, one request each4 questions

State6 symbols
Questions4 asked
Answersreal, captured
Actionsnone

State

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

Questions

`quarter`	rule	`roc(C, 63) > 10 and C >= 0.95 * max(H, 63)` Up more than 10% in a quarter, near the high
`three_m`	rule	`C > C[-63]` Higher than three months ago
`breakdown`	rule	`C < lowest(L, 20)` Closed under the 20-day low
`beat_spy`	forecast	Will it beat SPY over the next month? Beating SPY over a month

Answers

Symbol	`quarter`rule	`three_m`rule	`breakdown`rule	`beat_spy`forecast
`XLK`	0.0624	0.6105	0.6706	0.498
`XLF`	0.0785	0.3514	0.0555	0.448
`XLE`	0.9336	0.9463	0.0537	0.55
`XLV`	0.8322	0.9463	0.0537	0.534
`XLU`	0.0549	0.2605	0.054	0.445
`XLP`	0.0812	0.9305	0.0537	0.498

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: Up more than 10% in a quarter, near the high: true for XLE, XLV of 6. Higher than three months ago: true for XLK, XLE, XLV, XLP of 6. Closed under the 20-day low: true for XLK of 6. Highest odds for “Beating SPY over a month”: XLE at 55%.

Leaders and laggards fall out of the same four questions; the forecast column is shown as odds next to the facts.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "XLK"
  },
  "questions": {
    "quarter": {
      "type": "yes_no",
      "ask": "roc(C, 63) > 10 and C >= 0.95 * max(H, 63)"
    },
    "three_m": {
      "type": "yes_no",
      "ask": "C > C[-63]"
    },
    "breakdown": {
      "type": "yes_no",
      "ask": "C < lowest(L, 20)"
    },
    "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": {
    "quarter": {
      "yes_no": 0.0624,
      "rule": "roc(C, 63) > 10 and C >= 0.95 * max(H, 63)",
      "basis": "rule"
    },
    "three_m": {
      "yes_no": 0.6105,
      "rule": "C > C[-63]",
      "basis": "rule"
    },
    "breakdown": {
      "yes_no": 0.6706,
      "rule": "C < lowest(L, 20)",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.498
    }
  },
  "context": {
    "symbol": "XLK",
    "as_of": "2026-10-30"
  }
}

lowest max offset roc

Try it in the Playground

Sell-side sales trader · example 5

JPM block interest: is liquidity there today?

Before pitching a block, check average dollar volume, today's volume versus the median and the day's range.

ora-fin-0.1.1JPM5 questions

StateJPM
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`liquid`	rule	`avg(C * V, 20) > 100000000` Trades more than $100 million a day
`dry`	rule	`V < 0.6 * avg(V, 20)` Volume under 60% of normal
`median`	rule	`V > median(V, 20)` Volume above its 20-day median
`wide`	rule	`(H - L) > 2 * avg(H - L, 20)` Range more than twice the 20-day average range
`spike`	forecast	Will volume spike tomorrow? A volume spike tomorrow

Answers

Question	Answer	Reading
`liquid` Trades more than $100 million a day	0.9463	true
`dry` Volume under 60% of normal	0.0949	false
`median` Volume above its 20-day median	0.8074	true
`wide` Range more than twice the 20-day average range	0.2888	false
`spike` A volume spike tomorrow	0.02	2% · unlikely

What it means

For JPM on the session of 2026-10-30: True now: Trades more than $100 million a day; Volume above its 20-day median. Not true: Volume under 60% of normal; Range more than twice the 20-day average range. Forecasts: A volume spike tomorrow 2%.

Ample dollar volume and normal participation support working a block today; a dry-up day argues for patience.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "JPM"
  },
  "questions": {
    "liquid": {
      "type": "yes_no",
      "ask": "avg(C * V, 20) > 100000000"
    },
    "dry": {
      "type": "yes_no",
      "ask": "V < 0.6 * avg(V, 20)"
    },
    "median": {
      "type": "yes_no",
      "ask": "V > median(V, 20)"
    },
    "wide": {
      "type": "yes_no",
      "ask": "(H - L) > 2 * avg(H - L, 20)"
    },
    "spike": {
      "type": "yes_no",
      "instructions": "Will volume spike tomorrow?"
    }
  }
}

Response JSON (JPM, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "liquid": {
      "yes_no": 0.9463,
      "rule": "avg(C * V, 20) > 100000000",
      "basis": "rule"
    },
    "dry": {
      "yes_no": 0.0949,
      "rule": "V < 0.6 * avg(V, 20)",
      "basis": "rule"
    },
    "median": {
      "yes_no": 0.8074,
      "rule": "V > median(V, 20)",
      "basis": "rule"
    },
    "wide": {
      "yes_no": 0.2888,
      "rule": "(H - L) > 2 * avg(H - L, 20)",
      "basis": "rule"
    },
    "spike": {
      "yes_no": 0.02
    }
  },
  "context": {
    "symbol": "JPM",
    "as_of": "2026-10-30"
  }
}

avg median

Try it in the Playground

Sell-side sales trader · example 6

AAPL reversal color: key reversal or engulfing at the lows

Give clients a crisp reversal story only when the candle evidence is there.

ora-fin-0.1.1AAPL5 questions2 actions

StateAAPL
Questions5 asked
Answersreal, captured
Actions2 rules · dry run

State

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

Questions

`key_rev`	rule	`L < lowest(L, 10) and C > C[-1]` New 10-day low, but closed up on the day
`engulf`	rule	`engulfing_bull()` engulfing bull candle: A green body that engulfs yesterday's red body.
`dragonfly`	rule	`dragonfly_doji()` dragonfly doji candle: Doji with a long lower wick (60%+ of the range) and almost no upper wick.
`failed_bd`	rule	`L < lowest(L, 20) and C > lowest(L, 20)` Undercut the 20-day low and closed back above it
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Question	Answer	Reading
`key_rev` New 10-day low, but closed up on the day	0.127	false
`engulf` engulfing bull candle: A green body that engulfs yesterday's red body.	0.2066	false
`dragonfly` dragonfly doji candle: Doji with a long lower wick (60%+ of the range) and almost no upper wick.	0.1795	false
`failed_bd` Undercut the 20-day low and closed back above it	0.2556	false
`up_week` Higher in a week	0.59	59% · close to even

Actions

Rules on the answers decide what to send.

key_rev >= 0.6 or engulf >= 0.6 or failed_bd >= 0.6→Slacksales-desk

else→Slacksales-desk

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

reversalrule false: skipped

nonewould send (dry run)Slack → sales-desk

{
  "text": "AAPL (2026-10-30): no reversal candle today; do not pitch a bounce yet."
}

What it means

For AAPL on the session of 2026-10-30: Not true: New 10-day low, but closed up on the day; engulfing bull candle: A green body that engulfs yesterday's red body.; dragonfly doji candle: Doji with a long lower wick (60%+ of the range) and almost no upper wick.; Undercut the 20-day low and closed back above it. Forecasts: Higher in a week 59%. Fired: none (Slack → sales-desk).

The desk pitches a bounce only when a rule is true; the else branch keeps everyone from overselling a quiet tape.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "AAPL"
  },
  "questions": {
    "key_rev": {
      "type": "yes_no",
      "ask": "L < lowest(L, 10) and C > C[-1]"
    },
    "engulf": {
      "type": "yes_no",
      "ask": "engulfing_bull()"
    },
    "dragonfly": {
      "type": "yes_no",
      "ask": "dragonfly_doji()"
    },
    "failed_bd": {
      "type": "yes_no",
      "ask": "L < lowest(L, 20) and C > lowest(L, 20)"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  },
  "actions": [
    {
      "id": "reversal",
      "when": "key_rev >= 0.6 or engulf >= 0.6 or failed_bd >= 0.6",
      "do": "slack",
      "connection": "sales-desk",
      "message": "{{symbol}} ({{as_of}}): reversal evidence at the lows (key reversal {{key_rev|pct}}, engulfing {{engulf|pct}}, failed breakdown {{failed_bd|pct}}). Higher in a week {{up_week|pct}}."
    },
    {
      "id": "none",
      "when": "else",
      "do": "slack",
      "connection": "sales-desk",
      "message": "{{symbol}} ({{as_of}}): no reversal candle today; do not pitch a bounce yet."
    }
  ],
  "dry_run": true
}

Response JSON (AAPL, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "key_rev": {
      "yes_no": 0.127,
      "rule": "L < lowest(L, 10) and C > C[-1]",
      "basis": "rule"
    },
    "engulf": {
      "yes_no": 0.2066,
      "rule": "engulfing_bull()",
      "basis": "rule"
    },
    "dragonfly": {
      "yes_no": 0.1795,
      "rule": "dragonfly_doji()",
      "basis": "rule"
    },
    "failed_bd": {
      "yes_no": 0.2556,
      "rule": "L < lowest(L, 20) and C > lowest(L, 20)",
      "basis": "rule"
    },
    "up_week": {
      "yes_no": 0.59
    }
  },
  "context": {
    "symbol": "AAPL",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "reversal",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "none",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "sales-desk",
      "preview": {
        "text": "AAPL (2026-10-30): no reversal candle today; do not pitch a bounce yet."
      }
    }
  ]
}

dragonfly_doji engulfing_bull lowest offset

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Sell-side sales trader · example 7

Semis client email: NVDA, AMD, MU, SMH breakout check

Send a semiconductor client list a short email per name breaking out on volume.

ora-fin-0.1.14 symbols, one request each4 questions1 action

State4 symbols
Questions4 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`bo`	rule	`C > highest(C, 20) and V > 1.5 * ref(avg(V, 20), -1)` 20-day breakout on 1.5× volume
`donchian`	rule	`C > highest(C, 55)` 55-day closing breakout
`near_high`	rule	`C >= 0.98 * max(H, 252)` Within 2% of the 52-week high
`rally5`	forecast	Will it rally at least 5% at some point in the next month? A 5% rally within a month

Answers

Symbol	`bo`rule	`donchian`rule	`near_high`rule	`rally5`forecast	Fired
`NVDA`	0.0537	0.0537	0.0537	0.616	none
`AMD`	0.0537	0.0537	0.0537	0.836	none
`MU`	0.0543	0.0685	0.0537	0.855	none
`SMH`	0.0537	0.0567	0.0537	0.728	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.

bo >= 0.6→Emailsemis-clients

NVDA 0 of 1 fired · dry run, nothing sent

AMD 0 of 1 fired · dry run, nothing sent

MU 0 of 1 fired · dry run, nothing sent

SMH 0 of 1 fired · dry run, nothing sent

What it means

Session of 2026-10-30, 4 symbols: 20-day breakout on 1.5× volume: true for none of 4. 55-day closing breakout: true for none of 4. Within 2% of the 52-week high: true for none of 4. Highest odds for “A 5% rally within a month”: MU at 86%. client_email fired for none.

Only breakouts generate client mail; everything else stays off the client's inbox.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "NVDA"
  },
  "questions": {
    "bo": {
      "type": "yes_no",
      "ask": "C > highest(C, 20) and V > 1.5 * ref(avg(V, 20), -1)"
    },
    "donchian": {
      "type": "yes_no",
      "ask": "C > highest(C, 55)"
    },
    "near_high": {
      "type": "yes_no",
      "ask": "C >= 0.98 * max(H, 252)"
    },
    "rally5": {
      "type": "yes_no",
      "instructions": "Will it rally at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "client_email",
      "when": "bo >= 0.6",
      "do": "email",
      "connection": "semis-clients",
      "subject": "{{symbol}} breaking out on volume ({{as_of}})",
      "message": "{{symbol}} closed at a 20-day high on 1.5x volume. 55-day breakout {{donchian|pct}}, near the 52-week high {{near_high|pct}}. 5% rally odds within a month: {{rally5|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (NVDA, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "bo": {
      "yes_no": 0.0537,
      "rule": "C > highest(C, 20) and V > 1.5 * ref(avg(V, 20), -1)",
      "basis": "rule"
    },
    "donchian": {
      "yes_no": 0.0537,
      "rule": "C > highest(C, 55)",
      "basis": "rule"
    },
    "near_high": {
      "yes_no": 0.0537,
      "rule": "C >= 0.98 * max(H, 252)",
      "basis": "rule"
    },
    "rally5": {
      "yes_no": 0.616
    }
  },
  "context": {
    "symbol": "NVDA",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "client_email",
      "fired": false,
      "status": "skipped"
    }
  ]
}

avg highest max ref

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Sell-side sales trader · example 8

T and VZ: ex-dates and yield for income clients

Tell income-focused accounts which telecoms go ex soon and whether the payout is intact.

ora-fin-0.1.12 symbols, one request each5 questions

State2 symbols
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`ex_soon`	rule	`days_to_ex_div <= 30` Goes ex-dividend within 30 days
`yield3`	rule	`div_yield_ttm > 3` Yield above 3%
`no_cut`	rule	`cut_last < 0.5` Did not cut its last dividend
`trend`	rule	`div_yield_ttm > 2 and C > sma(C, 200)` Yield above 2% and above the 200-day
`drop5`	forecast	Will it drop at least 5% at some point in the next month? A 5% drawdown within a month

Answers

Symbol	`ex_soon`rule	`yield3`rule	`no_cut`rule	`trend`rule	`drop5`forecast
`T`	0.0537	0.9463	0.8591	0.0674	0.463
`VZ`	0.0537	0.9463	0.8591	0.3448	0.421

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: Goes ex-dividend within 30 days: true for none of 2. Yield above 3%: true for T, VZ of 2. Did not cut its last dividend: true for T, VZ of 2. Yield above 2% and above the 200-day: true for none of 2. Highest odds for “A 5% drawdown within a month”: T at 46%.

Ex-date and yield facts form the pitch; the drawdown odds are the risk line clients ask for.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "T"
  },
  "questions": {
    "ex_soon": {
      "type": "yes_no",
      "ask": "days_to_ex_div <= 30"
    },
    "yield3": {
      "type": "yes_no",
      "ask": "div_yield_ttm > 3"
    },
    "no_cut": {
      "type": "yes_no",
      "ask": "cut_last < 0.5"
    },
    "trend": {
      "type": "yes_no",
      "ask": "div_yield_ttm > 2 and C > sma(C, 200)"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (T, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "ex_soon": {
      "yes_no": 0.0537,
      "rule": "days_to_ex_div <= 30",
      "basis": "rule"
    },
    "yield3": {
      "yes_no": 0.9463,
      "rule": "div_yield_ttm > 3",
      "basis": "rule"
    },
    "no_cut": {
      "yes_no": 0.8591,
      "rule": "cut_last < 0.5",
      "basis": "rule"
    },
    "trend": {
      "yes_no": 0.0674,
      "rule": "div_yield_ttm > 2 and C > sma(C, 200)",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.463
    }
  },
  "context": {
    "symbol": "T",
    "as_of": "2026-10-30"
  }
}

cut_last days_to_ex_div div_yield_ttm sma

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Sell-side sales trader · example 9

Oil color to Microsoft Teams: USO, XLE, XOP

Post a one-line oil color to the macro sales channel in Teams via an incoming webhook.

ora-fin-0.1.13 symbols, one request each5 questions1 action

State3 symbols
Questions5 asked
Answersreal, captured
Actions1 rule · dry run

State

{"symbol":"USO"} then XLE, XOP, one request each. The server fills in the latest completed session.

Questions

`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`hv`	rule	`std(log(C / C[-1]), 20) * sqrt(252) > 0.4` Annualized 20-day volatility above 40%
`gap_dn`	rule	`O < C[-1] * 0.99` Opened more than 1% below yesterday's close
`rsi50`	rule	`rsi(C, 14) > 50` RSI above 50
`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

Symbol	`trend`rule	`hv`rule	`gap_dn`rule	`rsi50`rule	`big5`forecast	Fired
`USO`	0.9434	0.1075	0.1203	0.9368	0.403	`teams`
`XLE`	0.9432	0.0537	0.0587	0.9318	0.398	`teams`
`XOP`	0.9204	0.0537	0.0714	0.8999	0.347	`teams`

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

Actions

Rules on the answers decide what to send. Each symbol runs its own request, so each one can fire.

trend >= 0→Webhookteams-macro-sales

USO 1 of 1 fired · dry run, nothing sent

teamswould send (dry run)Webhook → teams-macro-sales

{
  "text": "USO (2026-10-30): above 50-day 94%, 20-day vol over 40% 11%, gapped down 1% 12%, RSI over 50 94%. Big move in 5 days: 40%."
}

XLE 1 of 1 fired · dry run, nothing sent

teamswould send (dry run)Webhook → teams-macro-sales

{
  "text": "XLE (2026-10-30): above 50-day 94%, 20-day vol over 40% 5%, gapped down 1% 6%, RSI over 50 93%. Big move in 5 days: 40%."
}

XOP 1 of 1 fired · dry run, nothing sent

teamswould send (dry run)Webhook → teams-macro-sales

{
  "text": "XOP (2026-10-30): above 50-day 92%, 20-day vol over 40% 5%, gapped down 1% 7%, RSI over 50 90%. Big move in 5 days: 35%."
}

What it means

Session of 2026-10-30, 3 symbols: Above the 50-day average: true for USO, XLE, XOP of 3. Annualized 20-day volatility above 40%: true for none of 3. Opened more than 1% below yesterday's close: true for none of 3. RSI above 50: true for USO, XLE, XOP of 3. Highest odds for “A big move either way in 5 days”: USO at 40%. teams fired for USO, XLE, XOP.

Teams expects a text field, so the body is just the color line; every symbol posts.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "USO"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "hv": {
      "type": "yes_no",
      "ask": "std(log(C / C[-1]), 20) * sqrt(252) > 0.4"
    },
    "gap_dn": {
      "type": "yes_no",
      "ask": "O < C[-1] * 0.99"
    },
    "rsi50": {
      "type": "yes_no",
      "ask": "rsi(C, 14) > 50"
    },
    "big5": {
      "type": "yes_no",
      "instructions": "Will there be a big move in either direction in the next 5 days?"
    }
  },
  "actions": [
    {
      "id": "teams",
      "when": "trend >= 0",
      "do": "webhook",
      "connection": "teams-macro-sales",
      "body": {
        "text": "{{symbol}} ({{as_of}}): above 50-day {{trend|pct}}, 20-day vol over 40% {{hv|pct}}, gapped down 1% {{gap_dn|pct}}, RSI over 50 {{rsi50|pct}}. Big move in 5 days: {{big5|pct}}."
      }
    }
  ],
  "dry_run": true
}

Response JSON (USO, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.9434,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "hv": {
      "yes_no": 0.1075,
      "rule": "std(log(C / C[-1]), 20) * sqrt(252) > 0.4",
      "basis": "rule"
    },
    "gap_dn": {
      "yes_no": 0.1203,
      "rule": "O < C[-1] * 0.99",
      "basis": "rule"
    },
    "rsi50": {
      "yes_no": 0.9368,
      "rule": "rsi(C, 14) > 50",
      "basis": "rule"
    },
    "big5": {
      "yes_no": 0.403
    }
  },
  "context": {
    "symbol": "USO",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "teams",
      "fired": true,
      "status": "dry_run",
      "do": "webhook",
      "connection": "teams-macro-sales",
      "preview": {
        "body": {
          "text": "USO (2026-10-30): above 50-day 94%, 20-day vol over 40% 11%, gapped down 1% 12%, RSI over 50 94%. Big move in 5 days: 40%."
        }
      }
    }
  ]
}

log offset rsi sma sqrt std

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Sell-side sales trader · example 10

BA: selling pressure color from volume and closes

Without short-interest data, describe selling pressure from the tape: down days on volume, OBV and lower closes.

ora-fin-0.1.1BA5 questions

StateBA
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`down_vol`	rule	`C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)` Down on heavy volume
`obv_down`	rule	`obv() < ref(obv(), -20)` On-balance volume lower than 20 sessions ago
`lower3`	English → rule	Has the stock closed lower 3 days in a row?
`sign_down`	rule	`sum(sign(C - C[-1]), 10) < -2` More down closes than up closes, by over two, in ten sessions
`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
`down_vol` Down on heavy volume	0.1406	false
`obv_down` On-balance volume lower than 20 sessions ago	0.9463	true
`lower3` Has the stock closed lower 3 days in a row compiled to `(C < C[-1]) and (C[-1] < C[-2]) and (C[-2] < C[-3])`	0.107	false
`sign_down` More down closes than up closes, by over two, in ten sessions	0.45	on the line (false)
`drop5` A 5% drawdown within a month	0.426	43% · close to even

What it means

For BA on the session of 2026-10-30: True now: On-balance volume lower than 20 sessions ago. Not true: Down on heavy volume; Has the stock closed lower 3 days in a row. On the line: More down closes than up closes, by over two, in ten sessions. Forecasts: A 5% drawdown within a month 43%.

Several pressure rules true is a fair description of persistent selling; the color never claims to know positioning.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "BA"
  },
  "questions": {
    "down_vol": {
      "type": "yes_no",
      "ask": "C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)"
    },
    "obv_down": {
      "type": "yes_no",
      "ask": "obv() < ref(obv(), -20)"
    },
    "lower3": {
      "type": "yes_no",
      "instructions": "Has the stock closed lower 3 days in a row?"
    },
    "sign_down": {
      "type": "yes_no",
      "ask": "sum(sign(C - C[-1]), 10) < -2"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (BA, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "down_vol": {
      "yes_no": 0.1406,
      "rule": "C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)",
      "basis": "rule"
    },
    "obv_down": {
      "yes_no": 0.9463,
      "rule": "obv() < ref(obv(), -20)",
      "basis": "rule"
    },
    "lower3": {
      "yes_no": 0.107,
      "rule": "(C < C[-1]) and (C[-1] < C[-2]) and (C[-2] < C[-3])",
      "basis": "pattern"
    },
    "sign_down": {
      "yes_no": 0.45,
      "rule": "sum(sign(C - C[-1]), 10) < -2",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.426
    }
  },
  "context": {
    "symbol": "BA",
    "as_of": "2026-10-30"
  }
}

avg obv offset ref sign 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 Sell side: Equity research analyst, Execution trader / desk, Market maker, Prop trading firm, Compliance officer.

Create an account Open the Playground Everything here also lives in the console, next to your keys and usage.

Individuals

Buy side

Sell side

Corporates

Builders

Institutions

Morning color on SPY, QQQ, IWM and DIA for clients

State

Questions

Answers

Actions

What it means

TSLA moved on volume: talking points for clients

State

Questions

Answers

Actions

What it means

NFLX after earnings: gap, follow-through and the next levels

State

Questions

Answers

What it means

Sector rotation color: XLK, XLF, XLE, XLV, XLU, XLP

State

Questions

Answers

What it means

JPM block interest: is liquidity there today?

State

Questions

Answers

What it means

AAPL reversal color: key reversal or engulfing at the lows

State

Questions

Answers

Actions

What it means

Semis client email: NVDA, AMD, MU, SMH breakout check

State

Questions

Answers

Actions

What it means

T and VZ: ex-dates and yield for income clients

State

Questions

Answers

What it means

Oil color to Microsoft Teams: USO, XLE, XOP

State

Questions

Answers

Actions

What it means

BA: selling pressure color from volume and closes

State

Questions

Answers

What it means