Use cases · Buy side
VC / growth investor: 20 ways to use Ora
Public growth comps, IPO windows and the health of listed portfolio companies. Each example is a complete, runnable request with the real answers it returned (41 requests, captured 2026-10-31), what they mean and, where it fits, the action it would send.
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 (48)
sma 16max 9offset 8log 4roc 4sqrt 4std 4ema 3ref 3atr 3revenue_growth_yoy 2beat_eps_last 2beat_revenue_last 2beats_last4 1days_to_earnings 1crossup 1adx 1swinghigh 1swinglow 1linreg 1cum 1highestbars 1obv 1sign 1sum 1abs 1eps_surprise_pct 1last_earnings_gap 1last_earnings_move 1pre_earnings_close 1inverted_hammer 1macd 1macdsignal 1morning_star 1stochd 1stochk 1three_white_soldiers 1inside_bar 1lowest 1min 1spinning_top 1tweezer_bottom 1avg 1hl2 1mean 1ohlc4 1rec 1zscore 1
Examples 1–10 of 20 · page 1 of 2
VC / growth investor · example 1
Growth risk appetite: is ARKK in an uptrend?
Speculative growth funds are a read on how public investors price unprofitable growth; check ARKK's trend and volatility.
- StateARKK
- Questions6 asked
- Answersreal, captured
- Actionsnone
State
{"symbol":"ARKK"} The server fills in the latest completed session.
Questions
trend | English → rule | Is the stock above its 200-day moving average? |
golden | rule | sma(C, 50) > sma(C, 200)50-day above the 200-day |
mom | rule | roc(C, 20) > 5Up more than 5% in 20 sessions |
hv | rule | std(log(C / C[-1]), 20) * sqrt(252) > 0.4Annualized 20-day volatility above 40% |
rally10 | forecast | Will it rally at least 10% at some point in the next month? A 10% rally within a month |
drop10 | forecast | Will it drop at least 10% at some point in the next month? A 10% drawdown within a month |
Answers
| Question | Answer | Reading |
|---|---|---|
trendIs the stock above its 200-day moving average compiled to C > sma(C, 200) | 0.8132 | true |
golden50-day above the 200-day | 0.9463 | true |
momUp more than 5% in 20 sessions | 0.0701 | false |
hvAnnualized 20-day volatility above 40% | 0.7844 | true |
rally10A 10% rally within a month | 0.681 | 68% · likely |
drop10A 10% drawdown within a month | 0.61 | 61% · likely |
What it means
For ARKK on the session of 2026-10-30: True now: Is the stock above its 200-day moving average; 50-day above the 200-day; Annualized 20-day volatility above 40%. Not true: Up more than 5% in 20 sessions. Forecasts: A 10% rally within a month 68%; A 10% drawdown within a month 61%.
Strong growth funds usually mean easier late-stage rounds and IPOs; weakness tends to show up in private marks a few quarters later.
Request JSON
{
"model": "ora-fin-0.1.1",
"state": {
"symbol": "ARKK"
},
"questions": {
"trend": {
"type": "yes_no",
"instructions": "Is the stock above its 200-day moving average?"
},
"golden": {
"type": "yes_no",
"ask": "sma(C, 50) > sma(C, 200)"
},
"mom": {
"type": "yes_no",
"ask": "roc(C, 20) > 5"
},
"hv": {
"type": "yes_no",
"ask": "std(log(C / C[-1]), 20) * sqrt(252) > 0.4"
},
"rally10": {
"type": "yes_no",
"instructions": "Will it rally at least 10% at some point in the next month?"
},
"drop10": {
"type": "yes_no",
"instructions": "Will it drop at least 10% at some point in the next month?"
}
}
}Response JSON (ARKK, real)
{
"model": "ora-fin-0.1.1",
"answers": {
"trend": {
"yes_no": 0.8132,
"rule": "C > sma(C, 200)",
"basis": "comparison"
},
"golden": {
"yes_no": 0.9463,
"rule": "sma(C, 50) > sma(C, 200)",
"basis": "rule"
},
"mom": {
"yes_no": 0.0701,
"rule": "roc(C, 20) > 5",
"basis": "rule"
},
"hv": {
"yes_no": 0.7844,
"rule": "std(log(C / C[-1]), 20) * sqrt(252) > 0.4",
"basis": "rule"
},
"rally10": {
"yes_no": 0.681
},
"drop10": {
"yes_no": 0.61
}
},
"context": {
"symbol": "ARKK",
"as_of": "2026-10-30"
}
}VC / growth investor · example 2
IPO window for a tech portfolio company: QQQ and IWM
Before telling a portfolio company to prepare an S-1, read large-cap tech and small caps together.
- State2 symbols
- Questions4 asked
- Answersreal, captured
- Actionsnone
State
{"symbol":"QQQ"} then IWM, one request each. The server fills in the latest completed session.
Questions
trend | rule | C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)Stacked averages: close > 20 EMA > 50 > 200 |
near_high | rule | C >= 0.98 * max(H, 252)Within 2% of the 52-week high |
calm | English → rule | Is 20-day historical volatility below 20%? |
vol_calm | forecast | Will volatility calm down over the next 5 days? Volatility calming over 5 days |
Answers
| Symbol | trendrule | near_highrule | calmrule | vol_calmforecast |
|---|---|---|---|---|
QQQ | 0.0619 | 0.0537 | 0.1956 | 0.563 |
IWM | 0.1218 | 0.0689 | 0.9387 | 0.522 |
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: Stacked averages: close > 20 EMA > 50 > 200: true for none of 2. Within 2% of the 52-week high: true for none of 2. Is 20-day historical volatility below 20%: true for IWM of 2. Highest odds for “Volatility calming over 5 days”: QQQ at 56%.
Both indices trending near highs with calm volatility is the classic open window; small caps lagging narrows it.
Request JSON (QQQ; the others differ only in the symbol)
{
"model": "ora-fin-0.1.1",
"state": {
"symbol": "QQQ"
},
"questions": {
"trend": {
"type": "yes_no",
"ask": "C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)"
},
"near_high": {
"type": "yes_no",
"ask": "C >= 0.98 * max(H, 252)"
},
"calm": {
"type": "yes_no",
"instructions": "Is 20-day historical volatility below 20%?"
},
"vol_calm": {
"type": "yes_no",
"instructions": "Will volatility calm down over the next 5 days?"
}
}
}Response JSON (QQQ, real)
{
"model": "ora-fin-0.1.1",
"answers": {
"trend": {
"yes_no": 0.0619,
"rule": "C > ema(C, 20) and ema(C, 20) > sma(C, 50) and sma(C, 50) > sma(C, 200)",
"basis": "rule"
},
"near_high": {
"yes_no": 0.0537,
"rule": "C >= 0.98 * max(H, 252)",
"basis": "rule"
},
"calm": {
"yes_no": 0.1956,
"rule": "std(log(C / C[-1]), 20) * sqrt(20 / 19) * sqrt(252) < 0.2",
"basis": "pattern"
},
"vol_calm": {
"yes_no": 0.563
}
},
"context": {
"symbol": "QQQ",
"as_of": "2026-10-30"
}
}VC / growth investor · example 3
Public SaaS comps for a Series D: CRM, NOW, WDAY, INTU
Check how listed software leaders trade before setting a growth-round valuation.
- State4 symbols
- Questions4 asked
- Answersreal, captured
- Actionsnone
State
{"symbol":"CRM"} then NOW, WDAY, INTU, one request each. The server fills in the latest completed session.
Questions
dd | rule | C < 0.8 * max(H, 252)More than 20% off the 52-week high |
mom | rule | roc(C, 63) > 10 and C >= 0.95 * max(H, 63)Up more than 10% in a quarter, near the high |
rev | English → rule | Did revenue grow more than 5% year over year? |
trend | English → rule | Is the stock above its 200-day moving average? |
Answers
| Symbol | ddrule | momrule | revrule | trendrule |
|---|---|---|---|---|
CRM | 0.1862 | 0.0638 | 0.9463 | 0.9107 |
NOW | 0.9463 | 0.0537 | 0.9463 | 0.1728 |
WDAY | 0.2316 | 0.0711 | 0.9463 | 0.9463 |
INTU | 0.9463 | 0.2815 | 0.9463 | 0.2453 |
true false not known for rules; forecasts are odds. Hover a column for its question.
What it means
Session of 2026-10-30, 4 symbols: More than 20% off the 52-week high: true for NOW, INTU of 4. Up more than 10% in a quarter, near the high: true for none of 4. Did revenue grow more than 5% year over year: true for CRM, NOW, WDAY, INTU of 4. Is the stock above its 200-day moving average: true for CRM, WDAY of 4.
Leaders in drawdown compress the multiples a late-stage round can command; leaders at highs support them.
Request JSON (CRM; the others differ only in the symbol)
{
"model": "ora-fin-0.1.1",
"state": {
"symbol": "CRM"
},
"questions": {
"dd": {
"type": "yes_no",
"ask": "C < 0.8 * max(H, 252)"
},
"mom": {
"type": "yes_no",
"ask": "roc(C, 63) > 10 and C >= 0.95 * max(H, 63)"
},
"rev": {
"type": "yes_no",
"instructions": "Did revenue grow more than 5% year over year?"
},
"trend": {
"type": "yes_no",
"instructions": "Is the stock above its 200-day moving average?"
}
}
}Response JSON (CRM, real)
{
"model": "ora-fin-0.1.1",
"answers": {
"dd": {
"yes_no": 0.1862,
"rule": "C < 0.8 * max(H, 252)",
"basis": "rule"
},
"mom": {
"yes_no": 0.0638,
"rule": "roc(C, 63) > 10 and C >= 0.95 * max(H, 63)",
"basis": "rule"
},
"rev": {
"yes_no": 0.9463,
"rule": "revenue_growth_yoy > 5",
"basis": "pattern"
},
"trend": {
"yes_no": 0.9107,
"rule": "C > sma(C, 200)",
"basis": "comparison"
}
},
"context": {
"symbol": "CRM",
"as_of": "2026-10-30"
}
}VC / growth investor · example 4
Post-IPO portfolio company: TWLO health check
After the IPO the fund holds stock; review trend, earnings track record and drawdown before the distribution decision.
- StateTWLO
- Questions6 asked
- Answersreal, captured
- Actions2 rules · dry run
State
{"symbol":"TWLO"} The server fills in the latest completed session.
Questions
trend | English → rule | Is the stock above its 50-day moving average? |
beats | English → rule | Has the stock beaten EPS estimates in at least 3 of the last 4 quarters? |
rev_growth | English → rule | Did revenue grow more than 5% year over year? |
dd | rule | C < 0.8 * max(H, 252)More than 20% off the 52-week high |
earn_soon | English → rule | Is earnings in the next 14 days? |
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 |
|---|---|---|
trendIs the stock above its 50-day moving average compiled to C > sma(C, 50) | 0.0622 | false |
beatsHas the stock beaten EPS estimates in at least 3 of the last 4 quarters compiled to beats_last4 >= 3 | 0.8591 | true |
rev_growthDid revenue grow more than 5% year over year compiled to revenue_growth_yoy > 5 | 0.9463 | true |
ddMore than 20% off the 52-week high | 0.94 | true |
earn_soonIs earnings in the next 14 days compiled to days_to_earnings <= 14 | 0.0537 | false |
rally5A 5% rally within a month | 0.855 | 86% · likely |
Actions
Rules on the answers decide what to send.
trend >= 0.6 and dd < 0.5→Emailpartnerselse→Emailpartners{
"subject": "TWLO: hold distributions",
"text": "TWLO (2026-10-30): trend 6%, 20% drawdown 94%. Hold the distribution."
}What it means
For TWLO on the session of 2026-10-30: True now: Has the stock beaten EPS estimates in at least 3 of the last 4 quarters; Did revenue grow more than 5% year over year; More than 20% off the 52-week high. Not true: Is the stock above its 50-day moving average; Is earnings in the next 14 days. Forecasts: A 5% rally within a month 86%. Fired: hold (Email → partners).
Partners get a distribute-or-hold note with the facts behind it; the decision stays with them.
Request JSON
{
"model": "ora-fin-0.1.1",
"state": {
"symbol": "TWLO"
},
"questions": {
"trend": {
"type": "yes_no",
"instructions": "Is the stock above its 50-day moving average?"
},
"beats": {
"type": "yes_no",
"instructions": "Has the stock beaten EPS estimates in at least 3 of the last 4 quarters?"
},
"rev_growth": {
"type": "yes_no",
"instructions": "Did revenue grow more than 5% year over year?"
},
"dd": {
"type": "yes_no",
"ask": "C < 0.8 * max(H, 252)"
},
"earn_soon": {
"type": "yes_no",
"instructions": "Is earnings in the next 14 days?"
},
"rally5": {
"type": "yes_no",
"instructions": "Will it rally at least 5% at some point in the next month?"
}
},
"actions": [
{
"id": "distribute",
"when": "trend >= 0.6 and dd < 0.5",
"do": "email",
"connection": "partners",
"subject": "{{symbol}}: distribution window check ({{as_of}})",
"message": "{{symbol}} is above its 50-day ({{trend|pct}}) and not in a 20% drawdown. Report within 14 days: {{earn_soon|pct}}. Consider distributing shares to LPs before the print."
},
{
"id": "hold",
"when": "else",
"do": "email",
"connection": "partners",
"subject": "{{symbol}}: hold distributions",
"message": "{{symbol}} ({{as_of}}): trend {{trend|pct}}, 20% drawdown {{dd|pct}}. Hold the distribution."
}
],
"dry_run": true
}Response JSON (TWLO, real)
{
"model": "ora-fin-0.1.1",
"answers": {
"trend": {
"yes_no": 0.0622,
"rule": "C > sma(C, 50)",
"basis": "comparison"
},
"beats": {
"yes_no": 0.8591,
"rule": "beats_last4 >= 3",
"basis": "pattern"
},
"rev_growth": {
"yes_no": 0.9463,
"rule": "revenue_growth_yoy > 5",
"basis": "pattern"
},
"dd": {
"yes_no": 0.94,
"rule": "C < 0.8 * max(H, 252)",
"basis": "rule"
},
"earn_soon": {
"yes_no": 0.0537,
"rule": "days_to_earnings <= 14",
"basis": "pattern"
},
"rally5": {
"yes_no": 0.855
}
},
"context": {
"symbol": "TWLO",
"as_of": "2026-10-30"
},
"actions": [
{
"id": "distribute",
"fired": false,
"status": "skipped"
},
{
"id": "hold",
"fired": true,
"status": "dry_run",
"do": "email",
"connection": "partners",
"preview": {
"subject": "TWLO: hold distributions",
"text": "TWLO (2026-10-30): trend 6%, 20% drawdown 94%. Hold the distribution."
}
}
]
}VC / growth investor · example 5
Biotech funding climate: XBI and IBB
Biotech rounds track the listed biotech indices; check their trend and drawdown.
- State2 symbols
- Questions5 asked
- Answersreal, captured
- Actionsnone
State
{"symbol":"XBI"} then IBB, one request each. The server fills in the latest completed session.
Questions
trend | English → rule | Is the stock above its 200-day moving average? |
dd | rule | C < 0.8 * max(H, 252)More than 20% off the 52-week high |
cross | rule | crossup(sma(C, 50), sma(C, 200))50-day crossed above the 200-day today |
mom | English → rule | Is the stock up more than 10% over the last three months? |
beat_spy | forecast | Will it beat SPY over the next month? Beating SPY over a month |
Answers
| Symbol | trendrule | ddrule | crossrule | momrule | beat_spyforecast |
|---|---|---|---|---|---|
XBI | 0.9204 | 0.0537 | 0.05 | 0.3103 | 0.516 |
IBB | 0.9463 | 0.0537 | 0.05 | 0.8518 | 0.474 |
true false not known for rules; forecasts are odds. Hover a column for its question.
What it means
Session of 2026-10-30, 2 symbols: Is the stock above its 200-day moving average: true for XBI, IBB of 2. More than 20% off the 52-week high: true for none of 2. 50-day crossed above the 200-day today: true for none of 2. Is the stock up more than 10% over the last three months: true for IBB of 2. Highest odds for “Beating SPY over a month”: XBI at 52%.
XBI in an uptrend usually means more crossover rounds and biotech IPOs; a deep drawdown means bridge rounds.
Request JSON (XBI; the others differ only in the symbol)
{
"model": "ora-fin-0.1.1",
"state": {
"symbol": "XBI"
},
"questions": {
"trend": {
"type": "yes_no",
"instructions": "Is the stock above its 200-day moving average?"
},
"dd": {
"type": "yes_no",
"ask": "C < 0.8 * max(H, 252)"
},
"cross": {
"type": "yes_no",
"ask": "crossup(sma(C, 50), sma(C, 200))"
},
"mom": {
"type": "yes_no",
"instructions": "Is the stock up more than 10% over the last three months?"
},
"beat_spy": {
"type": "yes_no",
"instructions": "Will it beat SPY over the next month?"
}
}
}Response JSON (XBI, real)
{
"model": "ora-fin-0.1.1",
"answers": {
"trend": {
"yes_no": 0.9204,
"rule": "C > sma(C, 200)",
"basis": "comparison"
},
"dd": {
"yes_no": 0.0537,
"rule": "C < 0.8 * max(H, 252)",
"basis": "rule"
},
"cross": {
"yes_no": 0.05,
"rule": "crossup(sma(C, 50), sma(C, 200))",
"basis": "rule"
},
"mom": {
"yes_no": 0.3103,
"rule": "C / C[-63] - 1 > 0.1",
"basis": "pattern"
},
"beat_spy": {
"yes_no": 0.516
}
},
"context": {
"symbol": "XBI",
"as_of": "2026-10-30"
}
}VC / growth investor · example 6
AI infrastructure comps: NVDA, AMD, SMCI, MU
For an AI infrastructure startup, see whether the listed leaders are still trending or rolling over.
- State4 symbols
- Questions3 asked
- Answersreal, captured
- Actionsnone
State
{"symbol":"NVDA"} then AMD, SMCI, MU, one request each. The server fills in the latest completed session.
Questions
trend | English → rule | Is the stock above its 50-day moving average? |
lh_ll | English → rule | Is the stock making lower swing highs and lower swing lows? |
adx | rule | adx(14) > 25Trending (ADX above 25) |
Answers
| Symbol | trendrule | lh_llrule | adxrule |
|---|---|---|---|
NVDA | 0.0746 | 0.0653 | 0.0578 |
AMD | 0.1909 | 0.0575 | 0.1799 |
SMCI | 0.128 | 0.1481 | 0.0991 |
MU | 0.1166 | 0.2246 | 0.6891 |
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 none of 4. Is the stock making lower swing highs and lower swing lows: true for none of 4. Trending (ADX above 25): true for MU of 4.
If the leaders are making lower highs and lows, late-stage AI valuations face pressure from public comps.
Request JSON (NVDA; the others differ only in the symbol)
{
"model": "ora-fin-0.1.1",
"state": {
"symbol": "NVDA"
},
"questions": {
"trend": {
"type": "yes_no",
"instructions": "Is the stock above its 50-day moving average?"
},
"lh_ll": {
"type": "yes_no",
"instructions": "Is the stock making lower swing highs and lower swing lows?"
},
"adx": {
"type": "yes_no",
"ask": "adx(14) > 25"
}
}
}Response JSON (NVDA, real)
{
"model": "ora-fin-0.1.1",
"answers": {
"trend": {
"yes_no": 0.0746,
"rule": "C > sma(C, 50)",
"basis": "comparison"
},
"lh_ll": {
"yes_no": 0.0653,
"rule": "(swinghigh(5, 1) < swinghigh(5, 2)) and (swinglow(5, 1) < swinglow(5, 2))",
"basis": "pattern"
},
"adx": {
"yes_no": 0.0578,
"rule": "adx(14) > 25",
"basis": "rule"
}
},
"context": {
"symbol": "NVDA",
"as_of": "2026-10-30"
}
}VC / growth investor · example 7
Fintech comps: PYPL, GPN, MA, AXP
For a payments startup round, compare listed payments companies on trend and earnings beats.
- State4 symbols
- Questions3 asked
- Answersreal, captured
- Actionsnone
State
{"symbol":"PYPL"} then GPN, MA, AXP, one request each. The server fills in the latest completed session.
Questions
trend | English → rule | Is the stock above its 200-day moving average? |
beat | English → rule | Did the stock beat on both EPS and revenue last quarter? |
mom | rule | C > C[-63]Higher than three months ago |
Answers
| Symbol | trendrule | beatrule | momrule |
|---|---|---|---|
PYPL | 0.9423 | 0.1409 | 0.4212 |
GPN | 0.9463 | 0.1409 | 0.8818 |
MA | 0.9463 | 0.8591 | 0.9463 |
AXP | 0.2571 | 0.1409 | 0.1648 |
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 PYPL, GPN, MA of 4. Did the stock beat on both EPS and revenue last quarter: true for MA of 4. Higher than three months ago: true for GPN, MA of 4.
Payments leaders beating and trending support a premium round; laggards show which business models the market discounts.
Request JSON (PYPL; the others differ only in the symbol)
{
"model": "ora-fin-0.1.1",
"state": {
"symbol": "PYPL"
},
"questions": {
"trend": {
"type": "yes_no",
"instructions": "Is the stock above its 200-day moving average?"
},
"beat": {
"type": "yes_no",
"instructions": "Did the stock beat on both EPS and revenue last quarter?"
},
"mom": {
"type": "yes_no",
"ask": "C > C[-63]"
}
}
}Response JSON (PYPL, real)
{
"model": "ora-fin-0.1.1",
"answers": {
"trend": {
"yes_no": 0.9423,
"rule": "C > sma(C, 200)",
"basis": "comparison"
},
"beat": {
"yes_no": 0.1409,
"rule": "beat_eps_last > 0.5 and beat_revenue_last > 0.5",
"basis": "pattern"
},
"mom": {
"yes_no": 0.4212,
"rule": "C > C[-63]",
"basis": "rule"
}
},
"context": {
"symbol": "PYPL",
"as_of": "2026-10-30"
}
}VC / growth investor · example 8
Climate tech comps: ICLN and TAN
Climate tech rounds track the listed clean energy funds; check trend, drawdown and momentum.
- State2 symbols
- Questions4 asked
- Answersreal, captured
- Actionsnone
State
{"symbol":"ICLN"} then TAN, one request each. The server fills in the latest completed session.
Questions
trend | English → rule | Is the stock above its 200-day moving average? |
dd | rule | C < 0.8 * max(H, 252)More than 20% off the 52-week high |
lin | rule | linreg(C, 60) > ref(linreg(C, 60), -20)60-day regression line higher than a month ago |
rally10 | forecast | Will it rally at least 10% at some point in the next month? A 10% rally within a month |
Answers
| Symbol | trendrule | ddrule | linrule | rally10forecast |
|---|---|---|---|---|
ICLN | 0.0537 | 0.9463 | 0.1579 | 0.622 |
TAN | 0.0537 | 0.9463 | 0.114 | 0.701 |
true false not known for rules; forecasts are odds. Hover a column for its question.
What it means
Session of 2026-10-30, 2 symbols: Is the stock above its 200-day moving average: true for none of 2. More than 20% off the 52-week high: true for ICLN, TAN of 2. 60-day regression line higher than a month ago: true for none of 2. Highest odds for “A 10% rally within a month”: TAN at 70%.
A rising regression line out of a deep drawdown signals a turn; a falling one means the public discount persists.
Request JSON (ICLN; the others differ only in the symbol)
{
"model": "ora-fin-0.1.1",
"state": {
"symbol": "ICLN"
},
"questions": {
"trend": {
"type": "yes_no",
"instructions": "Is the stock above its 200-day moving average?"
},
"dd": {
"type": "yes_no",
"ask": "C < 0.8 * max(H, 252)"
},
"lin": {
"type": "yes_no",
"ask": "linreg(C, 60) > ref(linreg(C, 60), -20)"
},
"rally10": {
"type": "yes_no",
"instructions": "Will it rally at least 10% at some point in the next month?"
}
}
}Response JSON (ICLN, real)
{
"model": "ora-fin-0.1.1",
"answers": {
"trend": {
"yes_no": 0.0537,
"rule": "C > sma(C, 200)",
"basis": "comparison"
},
"dd": {
"yes_no": 0.9463,
"rule": "C < 0.8 * max(H, 252)",
"basis": "rule"
},
"lin": {
"yes_no": 0.1579,
"rule": "linreg(C, 60) > ref(linreg(C, 60), -20)",
"basis": "rule"
},
"rally10": {
"yes_no": 0.622
}
},
"context": {
"symbol": "ICLN",
"as_of": "2026-10-30"
}
}VC / growth investor · example 9
Monday growth sentiment digest for the partners meeting
Every Monday, the same three questions for growth, small caps and biotech, posted to the partners channel.
- ScheduleMon at 08:00 ET
- State3 symbols
- Questions3 asked
- Answersreal, captured
- Actions1 rule · dry run
State
{"symbol":"ARKK"} then IWM, XBI, one request each. The server fills in the latest completed session.
Questions
trend | English → rule | Is the stock above its 200-day moving average? |
mom | rule | roc(C, 20) > 5Up more than 5% in 20 sessions |
up_week | forecast | Will the stock be higher in a week? Higher in a week |
Answers
| Symbol | trendrule | momrule | up_weekforecast | Fired |
|---|---|---|---|---|
ARKK | 0.8132 | 0.0701 | 0.505 | post |
IWM | 0.5564 | 0.0719 | 0.526 | post |
XBI | 0.9204 | 0.2053 | 0.539 | post |
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→Slackpartners{
"text": "ARKK (2026-10-30): above 200-day 81%, up 5% in 20 days 7%, higher in a week 50%."
}{
"text": "IWM (2026-10-30): above 200-day 56%, up 5% in 20 days 7%, higher in a week 53%."
}{
"text": "XBI (2026-10-30): above 200-day 92%, up 5% in 20 days 21%, higher in a week 54%."
}What it means
Session of 2026-10-30, 3 symbols: Is the stock above its 200-day moving average: true for ARKK, XBI of 3. Up more than 5% in 20 sessions: true for none of 3. Highest odds for “Higher in a week”: XBI at 54%. post fired for ARKK, IWM, XBI.
A standing Monday read keeps the partners meeting grounded in the same public-market facts each week.
As a scheduled workflow (Mon at 08:00 ET)
Create it under Workflows in the console: it runs these questions for every symbol on the schedule and fires the actions per symbol. The answers above are what one run returned.
{
"name": "Monday growth sentiment digest for the partners meeting",
"symbols": "ARKK IWM XBI",
"days": [
1
],
"at_time": "08:00",
"model": "ora-fin-0.1.1",
"questions": {
"trend": {
"type": "yes_no",
"instructions": "Is the stock above its 200-day moving average?"
},
"mom": {
"type": "yes_no",
"ask": "roc(C, 20) > 5"
},
"up_week": {
"type": "yes_no",
"instructions": "Will the stock be higher in a week?"
}
},
"actions": [
{
"id": "post",
"when": "trend >= 0",
"do": "slack",
"connection": "partners",
"message": "{{symbol}} ({{as_of}}): above 200-day {{trend|pct}}, up 5% in 20 days {{mom|pct}}, higher in a week {{up_week|pct}}."
}
]
}Request JSON (ARKK; the others differ only in the symbol)
{
"model": "ora-fin-0.1.1",
"state": {
"symbol": "ARKK"
},
"questions": {
"trend": {
"type": "yes_no",
"instructions": "Is the stock above its 200-day moving average?"
},
"mom": {
"type": "yes_no",
"ask": "roc(C, 20) > 5"
},
"up_week": {
"type": "yes_no",
"instructions": "Will the stock be higher in a week?"
}
},
"actions": [
{
"id": "post",
"when": "trend >= 0",
"do": "slack",
"connection": "partners",
"message": "{{symbol}} ({{as_of}}): above 200-day {{trend|pct}}, up 5% in 20 days {{mom|pct}}, higher in a week {{up_week|pct}}."
}
],
"dry_run": true
}Response JSON (ARKK, real)
{
"model": "ora-fin-0.1.1",
"answers": {
"trend": {
"yes_no": 0.8132,
"rule": "C > sma(C, 200)",
"basis": "comparison"
},
"mom": {
"yes_no": 0.0701,
"rule": "roc(C, 20) > 5",
"basis": "rule"
},
"up_week": {
"yes_no": 0.505
}
},
"context": {
"symbol": "ARKK",
"as_of": "2026-10-30"
},
"actions": [
{
"id": "post",
"fired": true,
"status": "dry_run",
"do": "slack",
"connection": "partners",
"preview": {
"text": "ARKK (2026-10-30): above 200-day 81%, up 5% in 20 days 7%, higher in a week 50%."
}
}
]
}VC / growth investor · example 10
Crypto portfolio exposure: IBIT and MSTR
A fund with crypto-native startups watches spot bitcoin and the most bitcoin-heavy listed company.
- State2 symbols
- Questions4 asked
- Answersreal, captured
- Actions1 rule · dry run
State
{"symbol":"IBIT"} then MSTR, one request each. The server fills in the latest completed session.
Questions
trend | English → rule | Is the stock above its 50-day moving average? |
hv | rule | std(log(C / C[-1]), 20) * sqrt(252) > 0.4Annualized 20-day volatility above 40% |
ext | English → rule | Is price extended more than 2 ATR above its 20-day average? |
drop10 | forecast | Will it drop at least 10% at some point in the next month? A 10% drawdown within a month |
Answers
| Symbol | trendrule | hvrule | extrule | drop10forecast | Fired |
|---|---|---|---|---|---|
IBIT | 0.1649 | 0.1239 | 0.0618 | 0.566 | none |
MSTR | 0.1883 | 0.9288 | 0.0576 | 0.777 | risk |
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.
drop10 >= 0.5 and hv >= 0.6→Webhookteams-portfolio{
"text": "MSTR (2026-10-30): realized vol above 40% and 78% odds of a 10% drop within a month. Check runway for crypto-exposed portfolio companies."
}What it means
Session of 2026-10-30, 2 symbols: Is the stock above its 50-day moving average: true for none of 2. Annualized 20-day volatility above 40%: true for MSTR of 2. Is price extended more than 2 ATR above its 20-day average: true for none of 2. Highest odds for “A 10% drawdown within a month”: MSTR at 78%. risk fired for MSTR.
High volatility with high drawdown odds is a cue to check the runway of portfolio companies that hold crypto treasuries.
Request JSON (IBIT; the others differ only in the symbol)
{
"model": "ora-fin-0.1.1",
"state": {
"symbol": "IBIT"
},
"questions": {
"trend": {
"type": "yes_no",
"instructions": "Is the stock above its 50-day moving average?"
},
"hv": {
"type": "yes_no",
"ask": "std(log(C / C[-1]), 20) * sqrt(252) > 0.4"
},
"ext": {
"type": "yes_no",
"instructions": "Is price extended more than 2 ATR above its 20-day average?"
},
"drop10": {
"type": "yes_no",
"instructions": "Will it drop at least 10% at some point in the next month?"
}
},
"actions": [
{
"id": "risk",
"when": "drop10 >= 0.5 and hv >= 0.6",
"do": "webhook",
"connection": "teams-portfolio",
"body": {
"text": "{{symbol}} ({{as_of}}): realized vol above 40% and {{drop10|pct}} odds of a 10% drop within a month. Check runway for crypto-exposed portfolio companies."
}
}
],
"dry_run": true
}Response JSON (IBIT, real)
{
"model": "ora-fin-0.1.1",
"answers": {
"trend": {
"yes_no": 0.1649,
"rule": "C > sma(C, 50)",
"basis": "comparison"
},
"hv": {
"yes_no": 0.1239,
"rule": "std(log(C / C[-1]), 20) * sqrt(252) > 0.4",
"basis": "rule"
},
"ext": {
"yes_no": 0.0618,
"rule": "C - sma(C, 20) > 2 * atr(14)",
"basis": "pattern"
},
"drop10": {
"yes_no": 0.566
}
},
"context": {
"symbol": "IBIT",
"as_of": "2026-10-30"
},
"actions": [
{
"id": "risk",
"fired": false,
"status": "skipped"
}
]
}Information, not investment advice. Rules answer from the latest completed daily session; forecasts are probabilities. Actions ran as dry runs: nothing was sent. More in Buy side: Financial advisor / RIA, Wealth manager, Family office, Hedge fund PM, Quant researcher, Portfolio manager (long-only), Risk manager, Private equity, Fund-of-funds allocator.