Model

Use cases · Institutions

Sovereign wealth fund: 20 ways to use Ora

Global allocation across countries, currencies and commodities, watched as a whole. Each example is a complete, runnable request with the real answers it returned (40 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 (50)

sma 17 offset 6 atr 4 max 3 highest 2 ref 2 ema 2 roc 2 abs 2 rsi 2 macd 1 macdsignal 1 atr_pct 1 lowest 1 avg 1 obv 1 evening_star 1 gravestone_doji 1 beat_eps_last 1 beat_revenue_last 1 days_to_earnings 1 last_earnings_move 1 div_yield_ttm 1 raised_last 1 hammer 1 harami_bull 1 piercing_line 1 three_white_soldiers 1 iif 1 between 1 inside_bar 1 adx 1 diminus 1 diplus 1 zscore 1 swinglow 1 log 1 sqrt 1 std 1 dark_cloud 1 engulfing_bear 1 willr 1 gap_up 1 marubozu 1 cci 1 doji 1 spinning_top 1 hl2 1 rec 1 tr 1

Examples 1–10 of 20 · page 1 of 2

Sovereign wealth fund · example 1

Country allocation trend map: EWJ, EWG, EWZ, EWA

A global fund weights many countries. Check which country funds are in long-term uptrends before the annual country review.

ora-fin-0.1.14 symbols, one request each3 questions

State4 symbols
Questions3 asked
Answersreal, captured
Actionsnone

State

{"symbol":"EWJ"} then EWG, EWZ, EWA, one request each. The server fills in the latest completed session.

Questions

`trend`	English → rule	Is the stock above its 200-day moving average?
`momentum`	rule	`C > C[-63]` Higher than three months ago
`beat_spy`	forecast	Will it beat SPY over the next month? Beating SPY over a month

Answers

Symbol	`trend`rule	`momentum`rule	`beat_spy`forecast
`EWJ`	0.778	0.45	0.568
`EWG`	0.5332	0.116	0.458
`EWZ`	0.0888	0.1345	0.392
`EWA`	0.8466	0.625	0.442

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 EWJ, EWA of 4. Higher than three months ago: true for EWA of 4. Highest odds for “Beating SPY over a month”: EWJ at 57%.

The map shows trend state country by country; strategic weights follow the mandate, the map frames the discussion.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "EWJ"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "momentum": {
      "type": "yes_no",
      "ask": "C > C[-63]"
    },
    "beat_spy": {
      "type": "yes_no",
      "instructions": "Will it beat SPY over the next month?"
    }
  }
}

Response JSON (EWJ, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.778,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "momentum": {
      "yes_no": 0.45,
      "rule": "C > C[-63]",
      "basis": "rule"
    },
    "beat_spy": {
      "yes_no": 0.568
    }
  },
  "context": {
    "symbol": "EWJ",
    "as_of": "2026-10-30"
  }
}

offset sma

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Sovereign wealth fund · example 2

Dollar regime: is UUP trending up?

A fund with assets in many currencies needs a read on the US dollar. Check the dollar ETF's trend, momentum and breakout state.

ora-fin-0.1.1UUP5 questions1 action

StateUUP
Questions5 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`long`	English → rule	Is the stock above its 200-day moving average?
`breakout`	rule	`C > highest(C, 20)` 20-day closing breakout
`macd`	rule	`macd(C) > macdsignal(C)` MACD above its signal line
`up_week`	forecast	Will the stock be higher in a week? Higher in a week

Answers

Question	Answer	Reading
`trend` Above the 50-day average	0.8725	true
`long` Is the stock above its 200-day moving average compiled to `C > sma(C, 200)`	0.9463	true
`breakout` 20-day closing breakout	0.2335	false
`macd` MACD above its signal line	0.2057	false
`up_week` Higher in a week	0.561	56% · close to even

Actions

Rules on the answers decide what to send.

trend >= 0.6 and breakout >= 0.6→Emailfx-overlay-team

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

strong_dollarrule false: skipped

What it means

For UUP on the session of 2026-10-30: True now: Above the 50-day average; Is the stock above its 200-day moving average. Not true: 20-day closing breakout; MACD above its signal line. Forecasts: Higher in a week 56%. No action fired: every rule was false.

A dollar breakout matters for the unhedged share of non-US assets; the overlay team decides on the hedge ratio.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "UUP"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "long": {
      "type": "yes_no",
      "instructions": "Is the stock above its 200-day moving average?"
    },
    "breakout": {
      "type": "yes_no",
      "ask": "C > highest(C, 20)"
    },
    "macd": {
      "type": "yes_no",
      "ask": "macd(C) > macdsignal(C)"
    },
    "up_week": {
      "type": "yes_no",
      "instructions": "Will the stock be higher in a week?"
    }
  },
  "actions": [
    {
      "id": "strong_dollar",
      "when": "trend >= 0.6 and breakout >= 0.6",
      "do": "email",
      "connection": "fx-overlay-team",
      "subject": "Dollar breakout ({{as_of}})",
      "message": "{{symbol}} closed at a 20-day high above its 50-day. Review the currency-hedge ratio on non-US assets. Higher in a week: {{up_week|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (UUP, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.8725,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "long": {
      "yes_no": 0.9463,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "breakout": {
      "yes_no": 0.2335,
      "rule": "C > highest(C, 20)",
      "basis": "rule"
    },
    "macd": {
      "yes_no": 0.2057,
      "rule": "macd(C) > macdsignal(C)",
      "basis": "rule"
    },
    "up_week": {
      "yes_no": 0.561
    }
  },
  "context": {
    "symbol": "UUP",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "strong_dollar",
      "fired": false,
      "status": "skipped"
    }
  ]
}

highest macd macdsignal sma

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Sovereign wealth fund · example 3

Oil revenue hedge: USO trend and volatility

A commodity-funded sovereign fund watches oil because its inflows depend on it. Check trend and volatility in the oil fund.

ora-fin-0.1.1USO5 questions2 actions

StateUSO
Questions5 asked
Answersreal, captured
Actions2 rules · dry run

State

{"symbol":"USO"} 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
`atr3`	rule	`atr_pct(14) > 3` A typical day moves more than 3%
`drop10`	forecast	Will it drop at least 10% at some point in the next month? A 10% drawdown within a month
`rally10`	forecast	Will it rally at least 10% at some point in the next month? A 10% rally within a month

Answers

Question	Answer	Reading
`trend` Above the 50-day average	0.9434	true
`breakdown` Closed under the 20-day low	0.0537	false
`atr3` A typical day moves more than 3%	0.3803	false
`drop10` A 10% drawdown within a month	0.615	62% · likely
`rally10` A 10% rally within a month	0.658	66% · likely

Actions

Rules on the answers decide what to send.

breakdown >= 0.6→Emailministry-liaison

else→Slackswf-strategy

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

inflow_riskrule false: skipped

steadywould send (dry run)Slack → swf-strategy

{
  "text": "USO (2026-10-30): no oil breakdown; above 50-day 94%, ATR over 3% 38%."
}

What it means

For USO on the session of 2026-10-30: True now: Above the 50-day average. Not true: Closed under the 20-day low; A typical day moves more than 3%. Forecasts: A 10% drawdown within a month 62%; A 10% rally within a month 66%. Fired: steady (Slack → swf-strategy).

Oil weakness reduces future contributions, so the liaison is told early; the portfolio itself is not traded on this.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "USO"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "breakdown": {
      "type": "yes_no",
      "ask": "C < lowest(L, 20)"
    },
    "atr3": {
      "type": "yes_no",
      "ask": "atr_pct(14) > 3"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    },
    "rally10": {
      "type": "yes_no",
      "instructions": "Will it rally at least 10% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "inflow_risk",
      "when": "breakdown >= 0.6",
      "do": "email",
      "connection": "ministry-liaison",
      "subject": "{{symbol}} broke its 20-day low ({{as_of}})",
      "message": "{{symbol}} closed under its 20-day low. Lower oil prices reduce expected inflows. 10% further drop odds: {{drop10|pct}}."
    },
    {
      "id": "steady",
      "when": "else",
      "do": "slack",
      "connection": "swf-strategy",
      "message": "{{symbol}} ({{as_of}}): no oil breakdown; above 50-day {{trend|pct}}, ATR over 3% {{atr3|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"
    },
    "breakdown": {
      "yes_no": 0.0537,
      "rule": "C < lowest(L, 20)",
      "basis": "rule"
    },
    "atr3": {
      "yes_no": 0.3803,
      "rule": "atr_pct(14) > 3",
      "basis": "rule"
    },
    "drop10": {
      "yes_no": 0.615
    },
    "rally10": {
      "yes_no": 0.658
    }
  },
  "context": {
    "symbol": "USO",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "inflow_risk",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "steady",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "swf-strategy",
      "preview": {
        "text": "USO (2026-10-30): no oil breakdown; above 50-day 94%, ATR over 3% 38%."
      }
    }
  ]
}

atr_pct lowest sma

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Sovereign wealth fund · example 4

Emerging-market country risk: EWZ, EWW, INDA, FXI

Check emerging-market country funds for drawdowns and heavy selling as part of the country-risk dashboard.

ora-fin-0.1.14 symbols, one request each4 questions2 actions

State4 symbols
Questions4 asked
Answersreal, captured
Actions2 rules · dry run

State

{"symbol":"EWZ"} then EWW, INDA, FXI, one request each. The server fills in the latest completed session.

Questions

`drawdown`	rule	`C < 0.8 * max(H, 252)` More than 20% off the 52-week high
`down_vol`	rule	`C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)` Down on heavy volume
`below`	English → rule	Is the stock below its 200-day moving average?
`drop10`	forecast	Will it drop at least 10% at some point in the next month? A 10% drawdown within a month

Answers

Symbol	`drawdown`rule	`down_vol`rule	`below`rule	`drop10`forecast	Fired
`EWZ`	0.85	0.0855	0.9112	0.508	`ok`
`EWW`	0.0537	0.1091	0.7378	0.271	`ok`
`INDA`	0.0556	0.1283	0.9105	0.123	`ok`
`FXI`	0.2827	0.1309	0.9463	0.203	`ok`

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.

drawdown >= 0.6 and down_vol >= 0.6→Webhookrisk-dashboard

else→Slackswf-strategy

EWZ 1 of 2 fired · dry run, nothing sent

country_flagrule false: skipped

okwould send (dry run)Slack → swf-strategy

{
  "text": "EWZ (2026-10-30): no country-risk flag (drawdown 85%, below 200-day 91%)."
}

EWW 1 of 2 fired · dry run, nothing sent

country_flagrule false: skipped

okwould send (dry run)Slack → swf-strategy

{
  "text": "EWW (2026-10-30): no country-risk flag (drawdown 5%, below 200-day 74%)."
}

INDA 1 of 2 fired · dry run, nothing sent

country_flagrule false: skipped

okwould send (dry run)Slack → swf-strategy

{
  "text": "INDA (2026-10-30): no country-risk flag (drawdown 6%, below 200-day 91%)."
}

FXI 1 of 2 fired · dry run, nothing sent

country_flagrule false: skipped

okwould send (dry run)Slack → swf-strategy

{
  "text": "FXI (2026-10-30): no country-risk flag (drawdown 28%, below 200-day 95%)."
}

What it means

Session of 2026-10-30, 4 symbols: More than 20% off the 52-week high: true for EWZ of 4. Down on heavy volume: true for none of 4. Is the stock below its 200-day moving average: true for EWZ, EWW, INDA, FXI of 4. Highest odds for “A 10% drawdown within a month”: EWZ at 51%. country_flag fired for none. ok fired for EWZ, EWW, INDA, FXI.

A country fund in a deep drawdown with heavy selling moves up the risk dashboard; exposure limits are set by the board.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "EWZ"
  },
  "questions": {
    "drawdown": {
      "type": "yes_no",
      "ask": "C < 0.8 * max(H, 252)"
    },
    "down_vol": {
      "type": "yes_no",
      "ask": "C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)"
    },
    "below": {
      "type": "yes_no",
      "instructions": "Is the stock below its 200-day moving average?"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "country_flag",
      "when": "drawdown >= 0.6 and down_vol >= 0.6",
      "do": "webhook",
      "connection": "risk-dashboard",
      "body": {
        "country_fund": "{{symbol}}",
        "as_of": "{{as_of}}",
        "flag": "drawdown_heavy_selling",
        "p_drawdown": "{{drawdown}}",
        "p_down_on_volume": "{{down_vol}}",
        "p_drop10": "{{drop10}}"
      }
    },
    {
      "id": "ok",
      "when": "else",
      "do": "slack",
      "connection": "swf-strategy",
      "message": "{{symbol}} ({{as_of}}): no country-risk flag (drawdown {{drawdown|pct}}, below 200-day {{below|pct}})."
    }
  ],
  "dry_run": true
}

Response JSON (EWZ, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "drawdown": {
      "yes_no": 0.85,
      "rule": "C < 0.8 * max(H, 252)",
      "basis": "rule"
    },
    "down_vol": {
      "yes_no": 0.0855,
      "rule": "C < C[-1] and V > 1.5 * ref(avg(V, 20), -1)",
      "basis": "rule"
    },
    "below": {
      "yes_no": 0.9112,
      "rule": "C < sma(C, 200)",
      "basis": "comparison"
    },
    "drop10": {
      "yes_no": 0.508
    }
  },
  "context": {
    "symbol": "EWZ",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "country_flag",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "ok",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "swf-strategy",
      "preview": {
        "text": "EWZ (2026-10-30): no country-risk flag (drawdown 85%, below 200-day 91%)."
      }
    }
  ]
}

avg max offset ref sma

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Sovereign wealth fund · example 5

Global equity core: is VXUS keeping up?

The core equity portfolio is US plus international. Check the international fund's trend and momentum each month.

ora-fin-0.1.1VXUS4 questions

StateVXUS
Questions4 asked
Answersreal, captured
Actionsnone

State

{"symbol":"VXUS"} 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
`roc`	rule	`roc(C, 20) > 5` Up more than 5% in 20 sessions
`obv`	rule	`obv() > sma(obv(), 20)` On-balance volume above its 20-day average
`drop5`	forecast	Will it drop at least 5% at some point in the next month? A 5% drawdown within a month

Answers

Question	Answer	Reading
`trend` Stacked averages: close > 20 EMA > 50 > 200	0.0865	false
`roc` Up more than 5% in 20 sessions	0.0543	false
`obv` On-balance volume above its 20-day average	0.24	false
`drop5` A 5% drawdown within a month	0.233	23% · unlikely

What it means

For VXUS on the session of 2026-10-30: Not true: Stacked averages: close > 20 EMA > 50 > 200; Up more than 5% in 20 sessions; On-balance volume above its 20-day average. Forecasts: A 5% drawdown within a month 23%.

When international fails these rules the home-bias discussion comes back; the answers describe, the mandate decides.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "VXUS"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)"
    },
    "roc": {
      "type": "yes_no",
      "ask": "roc(C, 20) > 5"
    },
    "obv": {
      "type": "yes_no",
      "ask": "obv() > sma(obv(), 20)"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (VXUS, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.0865,
      "rule": "C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)",
      "basis": "rule"
    },
    "roc": {
      "yes_no": 0.0543,
      "rule": "roc(C, 20) > 5",
      "basis": "rule"
    },
    "obv": {
      "yes_no": 0.24,
      "rule": "obv() > sma(obv(), 20)",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.233
    }
  },
  "context": {
    "symbol": "VXUS",
    "as_of": "2026-10-30"
  }
}

ema obv roc sma

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Sovereign wealth fund · example 6

Precious metals reserve: GLD, IAU, PPLT

Part of the reserve is held in precious metals. Check trend, extension and reversal candles for the reserve report.

ora-fin-0.1.13 symbols, one request each5 questions2 actions

State3 symbols
Questions5 asked
Answersreal, captured
Actions2 rules · dry run

State

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

Questions

`trend`	English → rule	Is the stock above its 200-day moving average?
`stretched`	rule	`C > sma(C, 20) + 2 * atr(14)` Stretched: more than 2 ATR above the 20-day
`evening`	rule	`evening_star()` evening star candle: A green bar, a small bar that stays above its close, then a red bar closing below the middle of the first.
`gravestone`	rule	`gravestone_doji()` gravestone doji candle: Doji with a long upper wick and almost no lower wick.
`drop5`	forecast	Will it drop at least 5% at some point in the next month? A 5% drawdown within a month

Answers

Symbol	`trend`rule	`stretched`rule	`evening`rule	`gravestone`rule	`drop5`forecast	Fired
`GLD`	0.0537	0.063	0.1476	0.0548	0.435	`steady`
`IAU`	0.0537	0.063	0.1485	0.0541	0.425	`steady`
`PPLT`	0.0537	0.0537	0.0759	0.0949	0.551	`steady`

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.

evening >= 0.6 or gravestone >= 0.6→Emailreserve-management

else→Slackswf-strategy

GLD 1 of 2 fired · dry run, nothing sent

reserve_noterule false: skipped

steadywould send (dry run)Slack → swf-strategy

{
  "text": "GLD (2026-10-30): no top pattern; stretched 6%."
}

IAU 1 of 2 fired · dry run, nothing sent

reserve_noterule false: skipped

steadywould send (dry run)Slack → swf-strategy

{
  "text": "IAU (2026-10-30): no top pattern; stretched 6%."
}

PPLT 1 of 2 fired · dry run, nothing sent

reserve_noterule false: skipped

steadywould send (dry run)Slack → swf-strategy

{
  "text": "PPLT (2026-10-30): no top pattern; stretched 5%."
}

What it means

Session of 2026-10-30, 3 symbols: Is the stock above its 200-day moving average: true for none of 3. Stretched: more than 2 ATR above the 20-day: true for none of 3. 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.: true for none of 3. gravestone doji candle: Doji with a long upper wick and almost no lower wick.: true for none of 3. Highest odds for “A 5% drawdown within a month”: PPLT at 55%. reserve_note fired for none. steady fired for GLD, IAU, PPLT.

Trend plus no exhaustion candle supports the reserve weight; signs of a top are noted, the weight is policy.

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 200-day moving average?"
    },
    "stretched": {
      "type": "yes_no",
      "ask": "C > sma(C, 20) + 2 * atr(14)"
    },
    "evening": {
      "type": "yes_no",
      "ask": "evening_star()"
    },
    "gravestone": {
      "type": "yes_no",
      "ask": "gravestone_doji()"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "reserve_note",
      "when": "evening >= 0.6 or gravestone >= 0.6",
      "do": "email",
      "connection": "reserve-management",
      "subject": "{{symbol}}: top pattern ({{as_of}})",
      "message": "{{symbol}} shows a top pattern (evening star {{evening|pct}}, gravestone {{gravestone|pct}}). Trend above the 200-day: {{trend|pct}}."
    },
    {
      "id": "steady",
      "when": "else",
      "do": "slack",
      "connection": "swf-strategy",
      "message": "{{symbol}} ({{as_of}}): no top pattern; stretched {{stretched|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (GLD, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.0537,
      "rule": "C > sma(C, 200)",
      "basis": "comparison"
    },
    "stretched": {
      "yes_no": 0.063,
      "rule": "C > sma(C, 20) + 2 * atr(14)",
      "basis": "rule"
    },
    "evening": {
      "yes_no": 0.1476,
      "rule": "evening_star()",
      "basis": "rule"
    },
    "gravestone": {
      "yes_no": 0.0548,
      "rule": "gravestone_doji()",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.435
    }
  },
  "context": {
    "symbol": "GLD",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "reserve_note",
      "fired": false,
      "status": "skipped"
    },
    {
      "id": "steady",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "swf-strategy",
      "preview": {
        "text": "GLD (2026-10-30): no top pattern; stretched 6%."
      }
    }
  ]
}

atr evening_star gravestone_doji sma

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Sovereign wealth fund · example 7

Strategic technology stakes: TSM, ASML, NVDA

Direct stakes in strategic technology companies need monitoring: trend, earnings calendar and reaction size.

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

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

State

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

Questions

`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`earn14`	English → rule	Is earnings in the next 14 days?
`beat`	rule	`beat_eps_last > 0.5 and beat_revenue_last > 0.5` Beat on EPS and revenue last quarter
`big_react`	rule	`abs(last_earnings_move) > 5` Last earnings move bigger than 5%
`drop10`	forecast	Will it drop at least 10% at some point in the next month? A 10% drawdown within a month

Answers

Symbol	`trend`rule	`earn14`rule	`beat`rule	`big_react`rule	`drop10`forecast	Fired
`TSM`	0.0959	0.0537	0.8591	0.0537	0.587	none
`ASML`	0.0764	0.0537	0.1409	0.0537	0.624	none
`NVDA`	0.0746	0.1033	0.8591	0.9463	0.523	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.

earn14 >= 0.6→Webhookstakes-monitor

TSM 0 of 1 fired · dry run, nothing sent

ASML 0 of 1 fired · dry run, nothing sent

NVDA 0 of 1 fired · dry run, nothing sent

What it means

Session of 2026-10-30, 3 symbols: Above the 50-day average: true for none of 3. Is earnings in the next 14 days: true for none of 3. Beat on EPS and revenue last quarter: true for TSM, NVDA of 3. Last earnings move bigger than 5%: true for NVDA of 3. Highest odds for “A 10% drawdown within a month”: ASML at 62%. stake_report fired for none.

Earnings within two weeks open a monitoring item for each stake; the team prepares talking points, not trades.

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "TSM"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "earn14": {
      "type": "yes_no",
      "instructions": "Is earnings in the next 14 days?"
    },
    "beat": {
      "type": "yes_no",
      "ask": "beat_eps_last > 0.5 and beat_revenue_last > 0.5"
    },
    "big_react": {
      "type": "yes_no",
      "ask": "abs(last_earnings_move) > 5"
    },
    "drop10": {
      "type": "yes_no",
      "instructions": "Will it drop at least 10% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "stake_report",
      "when": "earn14 >= 0.6",
      "do": "webhook",
      "connection": "stakes-monitor",
      "body": {
        "holding": "{{symbol}}",
        "as_of": "{{as_of}}",
        "event": "earnings_within_14d",
        "p_trend": "{{trend}}",
        "p_last_big_reaction": "{{big_react}}",
        "p_drop10": "{{drop10}}"
      }
    }
  ],
  "dry_run": true
}

Response JSON (TSM, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.0959,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "earn14": {
      "yes_no": 0.0537,
      "rule": "days_to_earnings <= 14",
      "basis": "pattern"
    },
    "beat": {
      "yes_no": 0.8591,
      "rule": "beat_eps_last > 0.5 and beat_revenue_last > 0.5",
      "basis": "rule"
    },
    "big_react": {
      "yes_no": 0.0537,
      "rule": "abs(last_earnings_move) > 5",
      "basis": "rule"
    },
    "drop10": {
      "yes_no": 0.587
    }
  },
  "context": {
    "symbol": "TSM",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "stake_report",
      "fired": false,
      "status": "skipped"
    }
  ]
}

abs beat_eps_last beat_revenue_last days_to_earnings last_earnings_move sma

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Sovereign wealth fund · example 8

Infrastructure proxy: EPD pipeline income and trend

A listed pipeline partnership is a public read on the infrastructure portfolio. Check income and trend.

ora-fin-0.1.1EPD5 questions

StateEPD
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`yield3`	English → rule	Is the dividend yield above 3%?
`raised`	rule	`raised_last > 0.5` Raised its last dividend
`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`sma200`	rule	`sma(C, 200) > ref(sma(C, 200), -20)` The 200-day average is rising
`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
`yield3` Is the dividend yield above 3% compiled to `div_yield_ttm > 3`	0.9463	true
`raised` Raised its last dividend	0.1409	false
`trend` Above the 50-day average	0.8235	true
`sma200` The 200-day average is rising	0.9463	true
`drop5` A 5% drawdown within a month	0.387	39% · unlikely

What it means

For EPD on the session of 2026-10-30: True now: Is the dividend yield above 3%; Above the 50-day average; The 200-day average is rising. Not true: Raised its last dividend. Forecasts: A 5% drawdown within a month 39%.

Rising payouts and a rising 200-day support the infrastructure marks; weakness here is an early warning for private valuations.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "EPD"
  },
  "questions": {
    "yield3": {
      "type": "yes_no",
      "instructions": "Is the dividend yield above 3%?"
    },
    "raised": {
      "type": "yes_no",
      "ask": "raised_last > 0.5"
    },
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "sma200": {
      "type": "yes_no",
      "ask": "sma(C, 200) > ref(sma(C, 200), -20)"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  }
}

Response JSON (EPD, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "yield3": {
      "yes_no": 0.9463,
      "rule": "div_yield_ttm > 3",
      "basis": "pattern"
    },
    "raised": {
      "yes_no": 0.1409,
      "rule": "raised_last > 0.5",
      "basis": "rule"
    },
    "trend": {
      "yes_no": 0.8235,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "sma200": {
      "yes_no": 0.9463,
      "rule": "sma(C, 200) > ref(sma(C, 200), -20)",
      "basis": "rule"
    },
    "drop5": {
      "yes_no": 0.387
    }
  },
  "context": {
    "symbol": "EPD",
    "as_of": "2026-10-30"
  }
}

div_yield_ttm raised_last ref sma

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Sovereign wealth fund · example 9

Weekly global digest: equities, bonds, dollar, gold, oil

Every Friday after the close, the strategy team gets one Slack line per global building block.

ora-fin-0.1.15 symbols, one request each3 questions1 actionworkflow · Fri at 17:00 ET

ScheduleFri at 17:00 ET
State5 symbols
Questions3 asked
Answersreal, captured
Actions1 rule · dry run

State

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

Questions

`trend`	rule	`C > sma(C, 50)` Above the 50-day average
`up_month`	English → rule	Is the stock up over the last month?
`drop5`	forecast	Will it drop at least 5% at some point in the next month? A 5% drawdown within a month

Answers

Symbol	`trend`rule	`up_month`rule	`drop5`forecast	Fired
`VTI`	0.1242	0.2517	0.187	`line`
`BND`	0.8292	0.9196	0.007	`line`
`UUP`	0.8725	0.5551	0.013	`line`
`GLD`	0.0807	0.1455	0.435	`line`
`USO`	0.9434	0.9198	0.615	`line`

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→Slackswf-strategy

VTI 1 of 1 fired · dry run, nothing sent

linewould send (dry run)Slack → swf-strategy

{
  "text": "VTI (2026-10-30): above 50-day 12%, up over the month 25%, 5% drawdown odds 19%."
}

BND 1 of 1 fired · dry run, nothing sent

linewould send (dry run)Slack → swf-strategy

{
  "text": "BND (2026-10-30): above 50-day 83%, up over the month 92%, 5% drawdown odds 1%."
}

UUP 1 of 1 fired · dry run, nothing sent

linewould send (dry run)Slack → swf-strategy

{
  "text": "UUP (2026-10-30): above 50-day 87%, up over the month 56%, 5% drawdown odds 1%."
}

GLD 1 of 1 fired · dry run, nothing sent

linewould send (dry run)Slack → swf-strategy

{
  "text": "GLD (2026-10-30): above 50-day 8%, up over the month 15%, 5% drawdown odds 44%."
}

USO 1 of 1 fired · dry run, nothing sent

linewould send (dry run)Slack → swf-strategy

{
  "text": "USO (2026-10-30): above 50-day 94%, up over the month 92%, 5% drawdown odds 62%."
}

What it means

Session of 2026-10-30, 5 symbols: Above the 50-day average: true for BND, UUP, USO of 5. Is the stock up over the last month: true for BND, USO of 5. Highest odds for “A 5% drawdown within a month”: USO at 62%. line fired for VTI, BND, UUP, GLD, USO.

Six lines a week give the strategy team a consistent global picture; each line is the live answer for that asset.

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 global digest: equities, bonds, dollar, gold, oil",
  "symbols": "VTI BND UUP GLD USO",
  "days": [
    5
  ],
  "at_time": "17:00",
  "model": "ora-fin-0.1.1",
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "up_month": {
      "type": "yes_no",
      "instructions": "Is the stock up over the last month?"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "line",
      "when": "trend >= 0",
      "do": "slack",
      "connection": "swf-strategy",
      "message": "{{symbol}} ({{as_of}}): above 50-day {{trend|pct}}, up over the month {{up_month|pct}}, 5% drawdown odds {{drop5|pct}}."
    }
  ]
}

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

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "VTI"
  },
  "questions": {
    "trend": {
      "type": "yes_no",
      "ask": "C > sma(C, 50)"
    },
    "up_month": {
      "type": "yes_no",
      "instructions": "Is the stock up over the last month?"
    },
    "drop5": {
      "type": "yes_no",
      "instructions": "Will it drop at least 5% at some point in the next month?"
    }
  },
  "actions": [
    {
      "id": "line",
      "when": "trend >= 0",
      "do": "slack",
      "connection": "swf-strategy",
      "message": "{{symbol}} ({{as_of}}): above 50-day {{trend|pct}}, up over the month {{up_month|pct}}, 5% drawdown odds {{drop5|pct}}."
    }
  ],
  "dry_run": true
}

Response JSON (VTI, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "trend": {
      "yes_no": 0.1242,
      "rule": "C > sma(C, 50)",
      "basis": "rule"
    },
    "up_month": {
      "yes_no": 0.2517,
      "rule": "C > C[-21]",
      "basis": "pattern"
    },
    "drop5": {
      "yes_no": 0.187
    }
  },
  "context": {
    "symbol": "VTI",
    "as_of": "2026-10-30"
  },
  "actions": [
    {
      "id": "line",
      "fired": true,
      "status": "dry_run",
      "do": "slack",
      "connection": "swf-strategy",
      "preview": {
        "text": "VTI (2026-10-30): above 50-day 12%, up over the month 25%, 5% drawdown odds 19%."
      }
    }
  ]
}

offset sma

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Sovereign wealth fund · example 10

Japan (EWJ): reversal candles after a sell-off

After a sharp drop in Japan, look for bullish reversal patterns before resuming a staged purchase program.

ora-fin-0.1.1EWJ5 questions

StateEWJ
Questions5 asked
Answersreal, captured
Actionsnone

State

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

Questions

`hammer`	rule	`hammer()` hammer candle: Lower wick at least twice the body, upper wick at most 10% of the range, closing below the close five bars back.
`piercing`	rule	`piercing_line()` piercing line candle: After a red day, opens below its close and closes above the middle of its body (but under its open).
`harami`	rule	`harami_bull()` harami bull candle: A small green body inside yesterday's red body.
`soldiers`	rule	`three_white_soldiers()` three white soldiers candle: Three green bars, each closing higher and opening inside the previous body.
`rally5`	forecast	Will it rally at least 5% at some point in the next month? A 5% rally within a month

Answers

Question	Answer	Reading
`hammer` hammer candle: Lower wick at least twice the body, upper wick at most 10% of the range, closing below the close five bars back.	0.3405	false
`piercing` piercing line candle: After a red day, opens below its close and closes above the middle of its body (but under its open).	0.0696	false
`harami` harami bull candle: A small green body inside yesterday's red body.	0.0665	false
`soldiers` three white soldiers candle: Three green bars, each closing higher and opening inside the previous body.	0.0669	false
`rally5` A 5% rally within a month	0.384	38% · unlikely

What it means

For EWJ on the session of 2026-10-30: Not true: hammer candle: Lower wick at least twice the body, upper wick at most 10% of the range, closing below the close five bars back.; piercing line candle: After a red day, opens below its close and closes above the middle of its body (but under its open).; harami bull candle: A small green body inside yesterday's red body.; three white soldiers candle: Three green bars, each closing higher and opening inside the previous body.. Forecasts: A 5% rally within a month 38%.

A reversal pattern is one input to resuming purchases; the program schedule, not a candle, sets the pace.

Request JSON

{
  "model": "ora-fin-0.1.1",
  "state": {
    "symbol": "EWJ"
  },
  "questions": {
    "hammer": {
      "type": "yes_no",
      "ask": "hammer()"
    },
    "piercing": {
      "type": "yes_no",
      "ask": "piercing_line()"
    },
    "harami": {
      "type": "yes_no",
      "ask": "harami_bull()"
    },
    "soldiers": {
      "type": "yes_no",
      "ask": "three_white_soldiers()"
    },
    "rally5": {
      "type": "yes_no",
      "instructions": "Will it rally at least 5% at some point in the next month?"
    }
  }
}

Response JSON (EWJ, real)

{
  "model": "ora-fin-0.1.1",
  "answers": {
    "hammer": {
      "yes_no": 0.3405,
      "rule": "hammer()",
      "basis": "rule"
    },
    "piercing": {
      "yes_no": 0.0696,
      "rule": "piercing_line()",
      "basis": "rule"
    },
    "harami": {
      "yes_no": 0.0665,
      "rule": "harami_bull()",
      "basis": "rule"
    },
    "soldiers": {
      "yes_no": 0.0669,
      "rule": "three_white_soldiers()",
      "basis": "rule"
    },
    "rally5": {
      "yes_no": 0.384
    }
  },
  "context": {
    "symbol": "EWJ",
    "as_of": "2026-10-30"
  }
}

hammer harami_bull piercing_line three_white_soldiers

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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 Institutions: ETF issuer, Index provider, Insurance investment office, Pension fund, Endowment.

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

Country allocation trend map: EWJ, EWG, EWZ, EWA

State

Questions

Answers

What it means

Dollar regime: is UUP trending up?

State

Questions

Answers

Actions

What it means

Oil revenue hedge: USO trend and volatility

State

Questions

Answers

Actions

What it means

Emerging-market country risk: EWZ, EWW, INDA, FXI

State

Questions

Answers

Actions

What it means

Global equity core: is VXUS keeping up?

State

Questions

Answers

What it means

Precious metals reserve: GLD, IAU, PPLT

State

Questions

Answers

Actions

What it means

Strategic technology stakes: TSM, ASML, NVDA

State

Questions

Answers

Actions

What it means

Infrastructure proxy: EPD pipeline income and trend

State

Questions

Answers

What it means

Weekly global digest: equities, bonds, dollar, gold, oil

State

Questions

Answers

Actions

What it means

Japan (EWJ): reversal candles after a sell-off

State

Questions

Answers

What it means