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 11–20 of 20 · page 2 of 2

Sell-side sales trader · example 11

MSFT into earnings: what to tell clients before the print

Combine the report date, the last reaction and the trend into a pre-earnings talking point.

ora-fin-0.1.1MSFT5 questions

StateMSFT
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`soon`	English → rule	Is earnings in the next 14 days?
`amc`	English → rule	Does the stock report after the close next time?
`big_react`	English → rule	Was the last earnings reaction bigger than 5%?
`trend`	rule	`days_to_earnings <= 10 and C > sma(C, 50)` Earnings within 10 days, above the 50-day
`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
`soon` Is earnings in the next 14 days compiled to `days_to_earnings <= 14`	0.0537	false
`amc` Does the stock report after the close next time compiled to `next_report_amc > 0.5`	0.8591	true
`big_react` Was the last earnings reaction bigger than 5% compiled to `abs(last_earnings_move) > 5`	0.0537	false
`trend` Earnings within 10 days, above the 50-day	0.0537	false
`big5` A big move either way in 5 days	0.397	40% · unlikely

What it means

For MSFT on the session of 2026-10-30: True now: Does the stock report after the close next time. Not true: Is earnings in the next 14 days; Was the last earnings reaction bigger than 5%; Earnings within 10 days, above the 50-day. Forecasts: A big move either way in 5 days 40%.

Date and timing facts set the calendar; the last reaction and the trend frame how clients may want to be positioned.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "MSFT"
  },
  "questions": {
    "soon": {
      "type": "yes_no",
      "instructions": "Is earnings in the next 14 days?"
    },
    "amc": {
      "type": "yes_no",
      "instructions": "Does the stock report after the close next time?"
    },
    "big_react": {
      "type": "yes_no",
      "instructions": "Was the last earnings reaction bigger than 5%?"
    },
    "trend": {
      "type": "yes_no",
      "ask": "days_to_earnings <= 10 and C > sma(C, 50)"
    },
    "big5": {
      "type": "yes_no",
      "instructions": "Will there be a big move in either direction in the next 5 days?"
    }
  }
}

Response JSON (MSFT, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "soon": {
      "yes_no": 0.0537,
      "rule": "days_to_earnings <= 14",
      "basis": "pattern"
    },
    "amc": {
      "yes_no": 0.8591,
      "rule": "next_report_amc > 0.5",
      "basis": "pattern"
    },
    "big_react": {
      "yes_no": 0.0537,
      "rule": "abs(last_earnings_move) > 5",
      "basis": "pattern"
    },
    "trend": {
      "yes_no": 0.0537,
      "rule": "days_to_earnings <= 10 and C > sma(C, 50)",
      "basis": "rule"
    },
    "big5": {
      "yes_no": 0.397
    }
  },
  "context": {
    "symbol": "MSFT",
    "as_of": "2026-10-30"
  }
}

abs days_to_earnings last_earnings_move next_report_amc sma

Try it in the Playground

Sell-side sales trader · example 12

QQQ: trend day or chop? Session-type color

Describe yesterday's session type for clients: trend day, inside day, NR7 or wide range.

ora-fin-0.1.1QQQ6 questions

StateQQQ
Questions6 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend_day`	rule	`(O <= L + 0.2 * (H - L)) and (C >= H - 0.2 * (H - L))` A trend day up: opened near the low, closed near the high
`inside`	rule	`H < H[-1] and L > L[-1]` An inside day
`nr7`	rule	`(H - L) < lowest(H - L, 6)` Narrowest range of the last seven sessions (NR7)
`wide`	rule	`(H - L) > 2 * avg(H - L, 20)` Range more than twice the 20-day average range
`tr_atr`	rule	`tr() > 1.5 * ref(atr(14), -1)` True range 1.5× yesterday's ATR
`up_tom`	forecast	Will the stock be up tomorrow? Up tomorrow

Answers

Question	Answer	Reading
`trend_day` A trend day up: opened near the low, closed near the high	0.0537	false
`inside` An inside day	0.0537	false
`nr7` Narrowest range of the last seven sessions (NR7)	0.0555	false
`wide` Range more than twice the 20-day average range	0.1755	false
`tr_atr` True range 1.5× yesterday's ATR	0.9434	true
`up_tom` Up tomorrow	0.533	53% · close to even

What it means

For QQQ on the session of 2026-10-30: True now: True range 1.5× yesterday's ATR. Not true: A trend day up: opened near the low, closed near the high; An inside day; Narrowest range of the last seven sessions (NR7); Range more than twice the 20-day average range. Forecasts: Up tomorrow 53%.

One true rule usually names the day; a quiet inside or NR7 day sets up the 'watch for expansion' line.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "QQQ"
  },
  "questions": {
    "trend_day": {
      "type": "yes_no",
      "ask": "(O <= L + 0.2 * (H - L)) and (C >= H - 0.2 * (H - L))"
    },
    "inside": {
      "type": "yes_no",
      "ask": "H < H[-1] and L > L[-1]"
    },
    "nr7": {
      "type": "yes_no",
      "ask": "(H - L) < lowest(H - L, 6)"
    },
    "wide": {
      "type": "yes_no",
      "ask": "(H - L) > 2 * avg(H - L, 20)"
    },
    "tr_atr": {
      "type": "yes_no",
      "ask": "tr() > 1.5 * ref(atr(14), -1)"
    },
    "up_tom": {
      "type": "yes_no",
      "instructions": "Will the stock be up tomorrow?"
    }
  }
}

Response JSON (QQQ, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend_day": {
      "yes_no": 0.0537,
      "rule": "(O <= L + 0.2 * (H - L)) and (C >= H - 0.2 * (H - L))",
      "basis": "rule"
    },
    "inside": {
      "yes_no": 0.0537,
      "rule": "H < H[-1] and L > L[-1]",
      "basis": "rule"
    },
    "nr7": {
      "yes_no": 0.0555,
      "rule": "(H - L) < lowest(H - L, 6)",
      "basis": "rule"
    },
    "wide": {
      "yes_no": 0.1755,
      "rule": "(H - L) > 2 * avg(H - L, 20)",
      "basis": "rule"
    },
    "tr_atr": {
      "yes_no": 0.9434,
      "rule": "tr() > 1.5 * ref(atr(14), -1)",
      "basis": "rule"
    },
    "up_tom": {
      "yes_no": 0.533
    }
  },
  "context": {
    "symbol": "QQQ",
    "as_of": "2026-10-30"
  }
}

atr avg lowest offset ref tr

Try it in the Playground

Sell-side sales trader · example 13

Consumer discretionary list: NKE, SBUX, MCD, HD, LOW

A weekly scan for the consumer client list: who is above the 200-day, who is in a 20% drawdown, who reports soon.

ora-fin-0.1.15 symbols, one request each4 questionsworkflow · Fri at 16:30 ET

ScheduleFri at 16:30 ET
State5 symbols
Questions4 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend`	English → rule	Is the stock above its 200-day moving average?
`drawdown`	rule	`C < 0.8 * max(H, 252)` More than 20% off the 52-week high
`earn`	rule	`days_to_earnings <= 10` Reports earnings within 10 days
`beat`	English → rule	Did the stock beat EPS estimates last quarter?

Answers

Symbol	`trend`rule	`drawdown`rule	`earn`rule	`beat`rule
`NKE`	0.0537	0.9463	0.0537	0.8591
`SBUX`	0.8058	0.0545	0.0537	0.8591
`MCD`	0.0657	0.8175	0.9187	0.8591
`HD`	0.4455	0.1282	0.0563	0.8591
`LOW`	0.1012	0.9247	0.0537	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, 5 symbols: Is the stock above its 200-day moving average: true for SBUX of 5. More than 20% off the 52-week high: true for NKE, MCD, LOW of 5. Reports earnings within 10 days: true for MCD of 5. Did the stock beat EPS estimates last quarter: true for NKE, SBUX, MCD, HD, LOW of 5.

A Friday workflow refreshes the list; the drawdown and earnings columns decide who leads Monday's call.

As a scheduled workflow (Fri at 16:30 ET)

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

{
  "name": "Consumer discretionary list: NKE, SBUX, MCD, HD, LOW",
  "symbols": "NKE SBUX MCD HD LOW",
  "days": [
    5
  ],
  "at_time": "16:30",
  "model": "ora-fin-0.1.1",
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "drawdown": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "earn": {
      "type": "yes_no",
      "ask": "days_to_earnings <= 10"
    },
    "beat": {
      "type": "yes_no",
      "instructions": "Did the stock beat EPS estimates last quarter?"
    }
  }
}

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "NKE"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "drawdown": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "earn": {
      "type": "yes_no",
      "ask": "days_to_earnings <= 10"
    },
    "beat": {
      "type": "yes_no",
      "instructions": "Did the stock beat EPS estimates last quarter?"
    }
  }
}

Response JSON (NKE, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.0537,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "drawdown": {
      "yes_no": 0.9463,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "earn": {
      "yes_no": 0.0537,
      "rule": "days_to_earnings <= 10",
      "basis": "rule"
    },
    "beat": {
      "yes_no": 0.8591,
      "rule": "beat_eps_last > 0.5",
      "basis": "pattern"
    }
  },
  "context": {
    "symbol": "NKE",
    "as_of": "2026-10-30"
  }
}

beat_eps_last days_to_earnings max sma

Try it in the Playground

Sell-side sales trader · example 14

Log an AMD pitch idea to the CRM with the evidence

When a setup is true, write a pitch record to the CRM so compliance and management can see the basis.

ora-fin-0.1.1AMD5 questions2 actions

StateAMD
Questions5 asked
Answersreal, captured
Actions2 rules · dry run

State

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

Questions

`pullback`	rule	`(C > sma(C, 50)) and (sma(C, 50) > sma(C, 200)) and (L <= sma(C, 20) * 1.01) and (C >= sma(C, 20))` Uptrend pullback to the 20-day (entry zone)
`rsi_rise`	English → rule	Is RSI rising, higher than yesterday?
`macd_up`	rule	`macdhist(C) > ref(macdhist(C), -1)` MACD histogram rising
`rr`	rule	`C > swinglow(5) and C < swinghigh(5) and swinghigh(5) - C >= 2 * (C - swinglow(5))` At least 2:1 to the last swing high, stop at the last swing low
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Question	Answer	Reading
`pullback` Uptrend pullback to the 20-day (entry zone)	0.1064	false
`rsi_rise` Is RSI rising, higher than yesterday compiled to `rsi(C, 14) > ref(rsi(C, 14), -1)`	0.0576	false
`macd_up` MACD histogram rising	0.0938	false
`rr` At least 2:1 to the last swing high, stop at the last swing low	0.5233	on the line (true)
`up_week` Higher in a week	0.577	58% · close to even

Actions

Rules on the answers decide what to send.

pullback >= 0.6 and rr >= 0.6→Webhooksales-crm

else→Slacksales-desk

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

crmrule false: skipped

no_pitchwould send (dry run)Slack → sales-desk

{
  "text": "AMD (2026-10-30): no pullback pitch today (entry 11%, 2:1 reward 52%)."
}

What it means

For AMD on the session of 2026-10-30: Not true: Uptrend pullback to the 20-day (entry zone); Is RSI rising, higher than yesterday; MACD histogram rising. On the line: At least 2:1 to the last swing high, stop at the last swing low. Forecasts: Higher in a week 58%. Fired: no_pitch (Slack → sales-desk).

A pitch is logged only with its evidence attached; otherwise the desk is told there is nothing to pitch.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "AMD"
  },
  "questions": {
    "pullback": {
      "type": "yes_no",
      "ask": "(C > sma(C, 50)) and (sma(C, 50) > sma(C, 200)) and (L <= sma(C, 20) * 1.01) and (C >= sma(C, 20))"
    },
    "rsi_rise": {
      "type": "yes_no",
      "instructions": "Is RSI rising, higher than yesterday?"
    },
    "macd_up": {
      "type": "yes_no",
      "ask": "macdhist(C) > ref(macdhist(C), -1)"
    },
    "rr": {
      "type": "yes_no",
      "ask": "C > swinglow(5) and C < swinghigh(5) and swinghigh(5) - C >= 2 * (C - swinglow(5))"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  },
  "actions": [
    {
      "id": "crm",
      "when": "pullback >= 0.6 and rr >= 0.6",
      "do": "webhook",
      "connection": "sales-crm",
      "body": {
        "ticker": "{{symbol}}",
        "as_of": "{{as_of}}",
        "idea": "pullback_entry_long",
        "evidence": {
          "pullback_entry": "{{pullback}}",
          "risk_reward_2to1": "{{rr}}",
          "rsi_rising": "{{rsi_rise}}",
          "macd_hist_rising": "{{macd_up}}"
        },
        "model_up_week": "{{up_week}}"
      }
    },
    {
      "id": "no_pitch",
      "when": "else",
      "do": "slack",
      "connection": "sales-desk",
      "message": "{{symbol}} ({{as_of}}): no pullback pitch today (entry {{pullback|pct}}, 2:1 reward {{rr|pct}})."
    }
  ],
  "dry_run": true
}

Response JSON (AMD, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "pullback": {
      "yes_no": 0.1064,
      "rule": "(C > sma(C, 50)) and (sma(C, 50) > sma(C, 200)) and (L <= sma(C, 20) * 1.01) and (C >= sma(C, 20))",
      "basis": "rule"
    },
    "rsi_rise": {
      "yes_no": 0.0576,
      "rule": "rsi(C, 14) > ref(rsi(C, 14), -1)",
      "basis": "pattern"
    },
    "macd_up": {
      "yes_no": 0.0938,
      "rule": "macdhist(C) > ref(macdhist(C), -1)",
      "basis": "rule"
    },
    "rr": {
      "yes_no": 0.5233,
      "rule": "C > swinglow(5) and C < swinghigh(5) and swinghigh(5) - C >= 2 * (C - swinglow(5))",
      "basis": "rule"
    },
    "up_week": {
      "yes_no": 0.577
    }
  },
  "context": {
    "symbol": "AMD",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "crm",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "no_pitch",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "sales-desk",
      "preview": {
        "text": "AMD (2026-10-30): no pullback pitch today (entry 11%, 2:1 reward 52%)."
      }
    }
  ]
}

macdhist ref rsi sma swinghigh swinglow

Try it in the Playground

Sell-side sales trader · example 15

Rates color from bond ETFs: TLT, IEF, HYG, LQD

Give equity clients a rates and credit read from the bond ETFs: trend, momentum and volatility.

ora-fin-0.1.14 symbols, one request each5 questions

State4 symbols
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`trend`	English → rule	Is the stock above its 50-day moving average?
`roc`	rule	`roc(C, 10) > 0` 10-day rate of change positive
`atr_lo`	English → rule	Is the 14-day ATR less than 2% of the price?
`zs`	rule	`zscore(C, 20) > 1` Close more than one standard deviation above its 20-day mean
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Symbol	`trend`rule	`roc`rule	`atr_lo`rule	`zs`rule	`up_week`forecast
`TLT`	0.8482	0.8396	0.9463	0.6377	0.561
`IEF`	0.8514	0.8875	0.9463	0.778	0.483
`HYG`	0.1914	0.8453	0.9463	0.555	0.499
`LQD`	0.6552	0.801	0.9463	0.6473	0.547

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 50-day moving average: true for TLT, IEF, LQD of 4. 10-day rate of change positive: true for TLT, IEF, HYG, LQD of 4. Is the 14-day ATR less than 2% of the price: true for TLT, IEF, HYG, LQD of 4. Close more than one standard deviation above its 20-day mean: true for TLT, IEF, LQD of 4. Highest odds for “Higher in a week”: TLT at 56%.

Bond trend and momentum frame the macro opener; credit (HYG, LQD) shows whether risk appetite agrees.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "TLT"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 50-day moving average?"
    },
    "roc": {
      "type": "yes_no",
      "ask": "roc(C, 10) > 0"
    },
    "atr_lo": {
      "type": "yes_no",
      "instructions": "Is the 14-day ATR less than 2% of the price?"
    },
    "zs": {
      "type": "yes_no",
      "ask": "zscore(C, 20) > 1"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  }
}

Response JSON (TLT, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.8482,
      "rule": "C > sma(C, 50)",
      "basis": "comparison"
    },
    "roc": {
      "yes_no": 0.8396,
      "rule": "roc(C, 10) > 0",
      "basis": "rule"
    },
    "atr_lo": {
      "yes_no": 0.9463,
      "rule": "atr(14) / C < 0.02",
      "basis": "pattern"
    },
    "zs": {
      "yes_no": 0.6377,
      "rule": "zscore(C, 20) > 1",
      "basis": "rule"
    },
    "up_week": {
      "yes_no": 0.561
    }
  },
  "context": {
    "symbol": "TLT",
    "as_of": "2026-10-30"
  }
}

atr roc sma zscore

Try it in the Playground

Sell-side sales trader · example 16

DIS: did the headline golden cross actually happen?

Clients ask about crosses they read about; check the exact event and the state behind it.

ora-fin-0.1.1DIS5 questions

StateDIS
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`cross`	English → rule	Did a golden cross happen today?
`death`	English → rule	Did a death cross happen today?
`setup`	English → rule	Is the 50-day moving average above the 200-day?
`cross50`	rule	`crossup(C, sma(C, 50))` Crossed above the 50-day today
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Question	Answer	Reading
`cross` Did a golden cross happen today compiled to `(sma(C, 50) > sma(C, 200)) and (ref(sma(C, 50), -1) <= ref(sma(C, 200), -1))`	0.093	false
`death` Did a death cross happen today compiled to `(sma(C, 50) < sma(C, 200)) and (ref(sma(C, 50), -1) >= ref(sma(C, 200), -1))`	0.0914	false
`setup` Is the 50-day moving average above the 200-day compiled to `sma(C, 50) > sma(C, 200)`	0.9086	true
`cross50` Crossed above the 50-day today	0.05	false
`up_week` Higher in a week	0.562	56% · close to even

What it means

For DIS on the session of 2026-10-30: True now: Is the 50-day moving average above the 200-day. Not true: Did a golden cross happen today; Did a death cross happen today; Crossed above the 50-day today. Forecasts: Higher in a week 56%.

The cross is a one-day event; the setup answer says whether the averages are aligned regardless of the headline.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "DIS"
  },
  "questions": {
    "cross": {
      "type": "yes_no",
      "instructions": "Did a golden cross happen today?"
    },
    "death": {
      "type": "yes_no",
      "instructions": "Did a death cross happen today?"
    },
    "setup": {
      "type": "yes_no",
      "instructions": "Is the 50-day moving average above the 200-day?"
    },
    "cross50": {
      "type": "yes_no",
      "ask": "crossup(C, sma(C, 50))"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  }
}

Response JSON (DIS, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "cross": {
      "yes_no": 0.093,
      "rule": "(sma(C, 50) > sma(C, 200)) and (ref(sma(C, 50), -1) <= ref(sma(C, 200), -1))",
      "basis": "pattern"
    },
    "death": {
      "yes_no": 0.0914,
      "rule": "(sma(C, 50) < sma(C, 200)) and (ref(sma(C, 50), -1) >= ref(sma(C, 200), -1))",
      "basis": "pattern"
    },
    "setup": {
      "yes_no": 0.9086,
      "rule": "sma(C, 50) > sma(C, 200)",
      "basis": "comparison"
    },
    "cross50": {
      "yes_no": 0.05,
      "rule": "crossup(C, sma(C, 50))",
      "basis": "rule"
    },
    "up_week": {
      "yes_no": 0.562
    }
  },
  "context": {
    "symbol": "DIS",
    "as_of": "2026-10-30"
  }
}

crossup ref sma

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Sell-side sales trader · example 17

Weekly strength email: UNH, LLY, ABBV, MRK

Email healthcare clients the names with higher swing highs and lows and RSI above 50.

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

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

State

{"symbol":"UNH"} then LLY, ABBV, MRK, one request each. The server fills in the latest completed session.

Questions

`hh_hl`	rule	`(swinghigh(3) > swinghigh(3, 2)) and (swinglow(3) > swinglow(3, 2))` Higher swing highs and higher swing lows
`rsi50`	rule	`rsi(C, 14) > 50` RSI above 50
`higher_wk_low`	rule	`min(L, 5) > ref(min(L, 5), -5)` This week's low is above last week's
`beat_spy`	forecast	Will it beat SPY over the next month? Beating SPY over a month

Answers

Symbol	`hh_hl`rule	`rsi50`rule	`higher_wk_low`rule	`beat_spy`forecast	Fired
`UNH`	0.2565	0.7746	0.741	0.458	none
`LLY`	0.9263	0.9448	0.775	0.518	`strength`
`ABBV`	0.9311	0.9463	0.7475	0.551	`strength`
`MRK`	0.2818	0.8078	0.1683	0.52	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.

hh_hl >= 0.6 and rsi50 >= 0.6→Emailhealthcare-clients

UNH 0 of 1 fired · dry run, nothing sent

LLY 1 of 1 fired · dry run, nothing sent

strengthwould send (dry run)Email → healthcare-clients

{
  "subject": "LLY: higher highs and higher lows (2026-10-30)",
  "text": "LLY is making higher swing highs and lows with RSI over 50. Higher weekly low 78%. Odds of beating SPY over a month 52%."
}

ABBV 1 of 1 fired · dry run, nothing sent

strengthwould send (dry run)Email → healthcare-clients

{
  "subject": "ABBV: higher highs and higher lows (2026-10-30)",
  "text": "ABBV is making higher swing highs and lows with RSI over 50. Higher weekly low 75%. Odds of beating SPY over a month 55%."
}

MRK 0 of 1 fired · dry run, nothing sent

What it means

Session of 2026-10-30, 4 symbols: Higher swing highs and higher swing lows: true for LLY, ABBV of 4. RSI above 50: true for UNH, LLY, ABBV, MRK of 4. This week's low is above last week's: true for UNH, LLY, ABBV of 4. Highest odds for “Beating SPY over a month”: ABBV at 55%. strength fired for LLY, ABBV.

Mail goes only for names whose structure and momentum agree; the rest are left out of the client note.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "UNH"
  },
  "questions": {
    "hh_hl": {
      "type": "yes_no",
      "ask": "(swinghigh(3) > swinghigh(3, 2)) and (swinglow(3) > swinglow(3, 2))"
    },
    "rsi50": {
      "type": "yes_no",
      "ask": "rsi(C, 14) > 50"
    },
    "higher_wk_low": {
      "type": "yes_no",
      "ask": "min(L, 5) > ref(min(L, 5), -5)"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  },
  "actions": [
    {
      "id": "strength",
      "when": "hh_hl >= 0.6 and rsi50 >= 0.6",
      "do": "email",
      "connection": "healthcare-clients",
      "subject": "{{symbol}}: higher highs and higher lows ({{as_of}})",
      "message": "{{symbol}} is making higher swing highs and lows with RSI over 50. Higher weekly low {{higher_wk_low|pct}}. Odds of beating SPY over a month {{beat_spy|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (UNH, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "hh_hl": {
      "yes_no": 0.2565,
      "rule": "(swinghigh(3) > swinghigh(3, 2)) and (swinglow(3) > swinglow(3, 2))",
      "basis": "rule"
    },
    "rsi50": {
      "yes_no": 0.7746,
      "rule": "rsi(C, 14) > 50",
      "basis": "rule"
    },
    "higher_wk_low": {
      "yes_no": 0.741,
      "rule": "min(L, 5) > ref(min(L, 5), -5)",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.458
    }
  },
  "context": {
    "symbol": "UNH",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "strength",
      "fired": false,
      "status": "skipped"
    }
  ]
}

min ref rsi swinghigh swinglow

Try it in the Playground

Sell-side sales trader · example 18

MSTR: did the gap fill, and is the stock still extended?

For a high-beta bitcoin proxy, tell clients whether today's gap filled and how stretched the stock is.

ora-fin-0.1.1MSTR5 questions

StateMSTR
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`fill`	English → rule	Did today's gap up fill?
`unfilled`	rule	`L > H[-1]` An unfilled gap up
`ext`	English → rule	Is price extended more than 2 ATR above its 20-day average?
`atr3`	rule	`atr_pct(14) > 3` A typical day moves more than 3%
`gap_dn_tom`	forecast	Will it gap down tomorrow? A gap down tomorrow

Answers

Question	Answer	Reading
`fill` Did today's gap up fill compiled to `(O > C[-1] * 1) and (L <= C[-1])`	0.0606	false
`unfilled` An unfilled gap up	0.0537	false
`ext` Is price extended more than 2 ATR above its 20-day average compiled to `C - sma(C, 20) > 2 * atr(14)`	0.0576	false
`atr3` A typical day moves more than 3%	0.9463	true
`gap_dn_tom` A gap down tomorrow	0.249	25% · unlikely

What it means

For MSTR on the session of 2026-10-30: True now: A typical day moves more than 3%. Not true: Did today's gap up fill; An unfilled gap up; Is price extended more than 2 ATR above its 20-day average. Forecasts: A gap down tomorrow 25%.

Gap and stretch facts are the color; the gap-down-tomorrow forecast is shown as odds, not a prediction to repeat as fact.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "MSTR"
  },
  "questions": {
    "fill": {
      "type": "yes_no",
      "instructions": "Did today's gap up fill?"
    },
    "unfilled": {
      "type": "yes_no",
      "ask": "L > H[-1]"
    },
    "ext": {
      "type": "yes_no",
      "instructions": "Is price extended more than 2 ATR above its 20-day average?"
    },
    "atr3": {
      "type": "yes_no",
      "ask": "atr_pct(14) > 3"
    },
    "gap_dn_tom": {
      "type": "yes_no",
      "instructions": "Will it gap down tomorrow?"
    }
  }
}

Response JSON (MSTR, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "fill": {
      "yes_no": 0.0606,
      "rule": "(O > C[-1] * 1) and (L <= C[-1])",
      "basis": "pattern"
    },
    "unfilled": {
      "yes_no": 0.0537,
      "rule": "L > H[-1]",
      "basis": "rule"
    },
    "ext": {
      "yes_no": 0.0576,
      "rule": "C - sma(C, 20) > 2 * atr(14)",
      "basis": "pattern"
    },
    "atr3": {
      "yes_no": 0.9463,
      "rule": "atr_pct(14) > 3",
      "basis": "rule"
    },
    "gap_dn_tom": {
      "yes_no": 0.249
    }
  },
  "context": {
    "symbol": "MSTR",
    "as_of": "2026-10-30"
  }
}

atr atr_pct offset sma

Try it in the Playground

Sell-side sales trader · example 19

WFC: where did it close, and who won the day?

Use close location and mid-range measures to describe the session for bank clients.

ora-fin-0.1.1WFC5 questions

StateWFC
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`above_mid`	rule	`C > hl2()` Closed above the middle of the day's range
`top_q`	rule	`(C - L) / (H - L) > 0.75` Closed in the top quarter of the day's range
`ohlc4`	rule	`ohlc4() > sma(C, 10)` The day's average price above the 10-day average close
`green`	rule	`C > O` Closed above its open
`up_tom`	forecast	Will the stock be up tomorrow? Up tomorrow

Answers

Question	Answer	Reading
`above_mid` Closed above the middle of the day's range	0.1367	false
`top_q` Closed in the top quarter of the day's range	0.0759	false
`ohlc4` The day's average price above the 10-day average close	0.7987	true
`green` Closed above its open	0.0983	false
`up_tom` Up tomorrow	0.522	52% · close to even

What it means

For WFC on the session of 2026-10-30: True now: The day's average price above the 10-day average close. Not true: Closed above the middle of the day's range; Closed in the top quarter of the day's range; Closed above its open. Forecasts: Up tomorrow 52%.

Closing high in the range with a green candle tells clients buyers finished the day.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "WFC"
  },
  "questions": {
    "above_mid": {
      "type": "yes_no",
      "ask": "C > hl2()"
    },
    "top_q": {
      "type": "yes_no",
      "ask": "(C - L) / (H - L) > 0.75"
    },
    "ohlc4": {
      "type": "yes_no",
      "ask": "ohlc4() > sma(C, 10)"
    },
    "green": {
      "type": "yes_no",
      "ask": "C > O"
    },
    "up_tom": {
      "type": "yes_no",
      "instructions": "Will the stock be up tomorrow?"
    }
  }
}

Response JSON (WFC, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "above_mid": {
      "yes_no": 0.1367,
      "rule": "C > hl2()",
      "basis": "rule"
    },
    "top_q": {
      "yes_no": 0.0759,
      "rule": "(C - L) / (H - L) > 0.75",
      "basis": "rule"
    },
    "ohlc4": {
      "yes_no": 0.7987,
      "rule": "ohlc4() > sma(C, 10)",
      "basis": "rule"
    },
    "green": {
      "yes_no": 0.0983,
      "rule": "C > O",
      "basis": "rule"
    },
    "up_tom": {
      "yes_no": 0.522
    }
  },
  "context": {
    "symbol": "WFC",
    "as_of": "2026-10-30"
  }
}

hl2 ohlc4 sma

Try it in the Playground

Sell-side sales trader · example 20

Gold color: GLD vs GDX miners leverage check

Tell metals clients whether miners are confirming gold's trend or lagging it.

ora-fin-0.1.12 symbols, one request each5 questions1 action

State2 symbols
Questions5 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`trend`	English → rule	Is the stock above its 50-day moving average?
`near_high`	rule	`C >= 0.98 * max(H, 252)` Within 2% of the 52-week high
`log_up`	rule	`log(C / C[-20]) > 0.05` Log return over 20 sessions above 5%
`slope`	rule	`linreg(C, 20) > ref(linreg(C, 20), -5)` 20-day regression line rising over five sessions
`beat_spy`	forecast	Will it beat SPY over the next month? Beating SPY over a month

Answers

Symbol	`trend`rule	`near_high`rule	`log_up`rule	`slope`rule	`beat_spy`forecast	Fired
`GLD`	0.0807	0.0537	0.0802	0.1885	0.544	`color`
`GDX`	0.1025	0.0537	0.1255	0.2155	0.468	`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→Slackmetals-sales

GLD 1 of 1 fired · dry run, nothing sent

colorwould send (dry run)Slack → metals-sales

{
  "text": "GLD (2026-10-30): above 50-day 8%, near 52-week high 5%, up over 5% in 20 sessions 8%. Beat SPY over a month 54%."
}

GDX 1 of 1 fired · dry run, nothing sent

colorwould send (dry run)Slack → metals-sales

{
  "text": "GDX (2026-10-30): above 50-day 10%, near 52-week high 5%, up over 5% in 20 sessions 13%. Beat SPY over a month 47%."
}

What it means

Session of 2026-10-30, 2 symbols: Is the stock above its 50-day moving average: true for none of 2. Within 2% of the 52-week high: true for none of 2. Log return over 20 sessions above 5%: true for none of 2. 20-day regression line rising over five sessions: true for none of 2. Highest odds for “Beating SPY over a month”: GLD at 54%. color fired for GLD, GDX.

Miners confirming gold means both lines read the same; a lagging GDX is its own talking point.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "GLD"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 50-day moving average?"
    },
    "near_high": {
      "type": "yes_no",
      "ask": "C >= 0.98 * max(H, 252)"
    },
    "log_up": {
      "type": "yes_no",
      "ask": "log(C / C[-20]) > 0.05"
    },
    "slope": {
      "type": "yes_no",
      "ask": "linreg(C, 20) > ref(linreg(C, 20), -5)"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  },
  "actions": [
    {
      "id": "color",
      "when": "trend >= 0",
      "do": "slack",
      "connection": "metals-sales",
      "message": "{{symbol}} ({{as_of}}): above 50-day {{trend|pct}}, near 52-week high {{near_high|pct}}, up over 5% in 20 sessions {{log_up|pct}}. Beat SPY over a month {{beat_spy|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (GLD, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.0807,
      "rule": "C > sma(C, 50)",
      "basis": "comparison"
    },
    "near_high": {
      "yes_no": 0.0537,
      "rule": "C >= 0.98 * max(H, 252)",
      "basis": "rule"
    },
    "log_up": {
      "yes_no": 0.0802,
      "rule": "log(C / C[-20]) > 0.05",
      "basis": "rule"
    },
    "slope": {
      "yes_no": 0.1885,
      "rule": "linreg(C, 20) > ref(linreg(C, 20), -5)",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.544
    }
  },
  "context": {
    "symbol": "GLD",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "color",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "metals-sales",
      "preview": {
        "text": "GLD (2026-10-30): above 50-day 8%, near 52-week high 5%, up over 5% in 20 sessions 8%. Beat SPY over a month 54%."
      }
    }
  ]
}

linreg log max offset ref sma

Try it in the Playground

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

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Corporates

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Institutions

MSFT into earnings: what to tell clients before the print

State

Questions

Answers

What it means

QQQ: trend day or chop? Session-type color

State

Questions

Answers

What it means

Consumer discretionary list: NKE, SBUX, MCD, HD, LOW

State

Questions

Answers

What it means

Log an AMD pitch idea to the CRM with the evidence

State

Questions

Answers

Actions

What it means

Rates color from bond ETFs: TLT, IEF, HYG, LQD

State

Questions

Answers

What it means

DIS: did the headline golden cross actually happen?

State

Questions

Answers

What it means

Weekly strength email: UNH, LLY, ABBV, MRK

State

Questions

Answers

Actions

What it means

MSTR: did the gap fill, and is the stock still extended?

State

Questions

Answers

What it means

WFC: where did it close, and who won the day?

State

Questions

Answers

What it means

Gold color: GLD vs GDX miners leverage check

State

Questions

Answers

Actions

What it means