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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.

Answers 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 (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.

ora-fin-0.1.1ARKK6 questions
  1. StateARKK
  2. Questions6 asked
  3. Answersreal, captured
  4. Actionsnone

State

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

Questions

trendEnglish → ruleIs the stock above its 200-day moving average?
goldenrulesma(C, 50) > sma(C, 200)
50-day above the 200-day
momruleroc(C, 20) > 5
Up more than 5% in 20 sessions
hvrulestd(log(C / C[-1]), 20) * sqrt(252) > 0.4
Annualized 20-day volatility above 40%
rally10forecastWill it rally at least 10% at some point in the next month?
A 10% rally within a month
drop10forecastWill it drop at least 10% at some point in the next month?
A 10% drawdown within a month

Answers

QuestionAnswerReading
trend
Is the stock above its 200-day moving average
compiled to C > sma(C, 200)
0.8132true
golden
50-day above the 200-day
0.9463true
mom
Up more than 5% in 20 sessions
0.0701false
hv
Annualized 20-day volatility above 40%
0.7844true
rally10
A 10% rally within a month
0.68168% · likely
drop10
A 10% drawdown within a month
0.6161% · 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"
  }
}

log offset roc sma sqrt std

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.

ora-fin-0.1.12 symbols, one request each4 questions
  1. State2 symbols
  2. Questions4 asked
  3. Answersreal, captured
  4. Actionsnone

State

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

Questions

trendruleC > 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_highruleC >= 0.98 * max(H, 252)
Within 2% of the 52-week high
calmEnglish → ruleIs 20-day historical volatility below 20%?
vol_calmforecastWill volatility calm down over the next 5 days?
Volatility calming over 5 days

Answers

Symboltrendrulenear_highrulecalmrulevol_calmforecast
QQQ0.06190.05370.19560.563
IWM0.12180.06890.93870.522

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"
  }
}

ema log max offset sma sqrt std

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.

ora-fin-0.1.14 symbols, one request each4 questions
  1. State4 symbols
  2. Questions4 asked
  3. Answersreal, captured
  4. Actionsnone

State

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

Questions

ddruleC < 0.8 * max(H, 252)
More than 20% off the 52-week high
momruleroc(C, 63) > 10 and C >= 0.95 * max(H, 63)
Up more than 10% in a quarter, near the high
revEnglish → ruleDid revenue grow more than 5% year over year?
trendEnglish → ruleIs the stock above its 200-day moving average?

Answers

Symbolddrulemomrulerevruletrendrule
CRM0.18620.06380.94630.9107
NOW0.94630.05370.94630.1728
WDAY0.23160.07110.94630.9463
INTU0.94630.28150.94630.2453

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"
  }
}

max revenue_growth_yoy roc sma

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.

ora-fin-0.1.1TWLO6 questions2 actions
  1. StateTWLO
  2. Questions6 asked
  3. Answersreal, captured
  4. Actions2 rules · dry run

State

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

Questions

trendEnglish → ruleIs the stock above its 50-day moving average?
beatsEnglish → ruleHas the stock beaten EPS estimates in at least 3 of the last 4 quarters?
rev_growthEnglish → ruleDid revenue grow more than 5% year over year?
ddruleC < 0.8 * max(H, 252)
More than 20% off the 52-week high
earn_soonEnglish → ruleIs earnings in the next 14 days?
rally5forecastWill it rally at least 5% at some point in the next month?
A 5% rally within a month

Answers

QuestionAnswerReading
trend
Is the stock above its 50-day moving average
compiled to C > sma(C, 50)
0.0622false
beats
Has the stock beaten EPS estimates in at least 3 of the last 4 quarters
compiled to beats_last4 >= 3
0.8591true
rev_growth
Did revenue grow more than 5% year over year
compiled to revenue_growth_yoy > 5
0.9463true
dd
More than 20% off the 52-week high
0.94true
earn_soon
Is earnings in the next 14 days
compiled to days_to_earnings <= 14
0.0537false
rally5
A 5% rally within a month
0.85586% · likely

Actions

Rules on the answers decide what to send.

trend >= 0.6 and dd < 0.5→Emailpartners
else→Emailpartners
What each action would send 1 of 2 fired · dry run, nothing sent
distributerule false: skipped
holdwould send (dry run)Email → partners
{
  "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."
      }
    }
  ]
}

beats_last4 days_to_earnings max revenue_growth_yoy sma

VC / growth investor · example 5

Biotech funding climate: XBI and IBB

Biotech rounds track the listed biotech indices; check their trend and drawdown.

ora-fin-0.1.12 symbols, one request each5 questions
  1. State2 symbols
  2. Questions5 asked
  3. Answersreal, captured
  4. Actionsnone

State

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

Questions

trendEnglish → ruleIs the stock above its 200-day moving average?
ddruleC < 0.8 * max(H, 252)
More than 20% off the 52-week high
crossrulecrossup(sma(C, 50), sma(C, 200))
50-day crossed above the 200-day today
momEnglish → ruleIs the stock up more than 10% over the last three months?
beat_spyforecastWill it beat SPY over the next month?
Beating SPY over a month

Answers

Symboltrendruleddrulecrossrulemomrulebeat_spyforecast
XBI0.92040.05370.050.31030.516
IBB0.94630.05370.050.85180.474

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"
  }
}

crossup max offset sma

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.

ora-fin-0.1.14 symbols, one request each3 questions
  1. State4 symbols
  2. Questions3 asked
  3. Answersreal, captured
  4. Actionsnone

State

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

Questions

trendEnglish → ruleIs the stock above its 50-day moving average?
lh_llEnglish → ruleIs the stock making lower swing highs and lower swing lows?
adxruleadx(14) > 25
Trending (ADX above 25)

Answers

Symboltrendrulelh_llruleadxrule
NVDA0.07460.06530.0578
AMD0.19090.05750.1799
SMCI0.1280.14810.0991
MU0.11660.22460.6891

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"
  }
}

adx sma swinghigh swinglow

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.

ora-fin-0.1.14 symbols, one request each3 questions
  1. State4 symbols
  2. Questions3 asked
  3. Answersreal, captured
  4. Actionsnone

State

{"symbol":"PYPL"} then GPN, MA, AXP, one request each. The server fills in the latest completed session.

Questions

trendEnglish → ruleIs the stock above its 200-day moving average?
beatEnglish → ruleDid the stock beat on both EPS and revenue last quarter?
momruleC > C[-63]
Higher than three months ago

Answers

Symboltrendrulebeatrulemomrule
PYPL0.94230.14090.4212
GPN0.94630.14090.8818
MA0.94630.85910.9463
AXP0.25710.14090.1648

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"
  }
}

beat_eps_last beat_revenue_last offset sma

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.

ora-fin-0.1.12 symbols, one request each4 questions
  1. State2 symbols
  2. Questions4 asked
  3. Answersreal, captured
  4. Actionsnone

State

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

Questions

trendEnglish → ruleIs the stock above its 200-day moving average?
ddruleC < 0.8 * max(H, 252)
More than 20% off the 52-week high
linrulelinreg(C, 60) > ref(linreg(C, 60), -20)
60-day regression line higher than a month ago
rally10forecastWill it rally at least 10% at some point in the next month?
A 10% rally within a month

Answers

Symboltrendruleddrulelinrulerally10forecast
ICLN0.05370.94630.15790.622
TAN0.05370.94630.1140.701

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"
  }
}

linreg max ref sma

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.

ora-fin-0.1.13 symbols, one request each3 questions1 actionworkflow · Mon at 08:00 ET
  1. ScheduleMon at 08:00 ET
  2. State3 symbols
  3. Questions3 asked
  4. Answersreal, captured
  5. Actions1 rule · dry run

State

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

Questions

trendEnglish → ruleIs the stock above its 200-day moving average?
momruleroc(C, 20) > 5
Up more than 5% in 20 sessions
up_weekforecastWill the stock be higher in a week?
Higher in a week

Answers

Symboltrendrulemomruleup_weekforecastFired
ARKK0.81320.07010.505post
IWM0.55640.07190.526post
XBI0.92040.20530.539post

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
ARKK 1 of 1 fired · dry run, nothing sent
postwould send (dry run)Slack → partners
{
  "text": "ARKK (2026-10-30): above 200-day 81%, up 5% in 20 days 7%, higher in a week 50%."
}
IWM 1 of 1 fired · dry run, nothing sent
postwould send (dry run)Slack → partners
{
  "text": "IWM (2026-10-30): above 200-day 56%, up 5% in 20 days 7%, higher in a week 53%."
}
XBI 1 of 1 fired · dry run, nothing sent
postwould send (dry run)Slack → partners
{
  "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%."
      }
    }
  ]
}

roc sma

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.

ora-fin-0.1.12 symbols, one request each4 questions1 action
  1. State2 symbols
  2. Questions4 asked
  3. Answersreal, captured
  4. Actions1 rule · dry run

State

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

Questions

trendEnglish → ruleIs the stock above its 50-day moving average?
hvrulestd(log(C / C[-1]), 20) * sqrt(252) > 0.4
Annualized 20-day volatility above 40%
extEnglish → ruleIs price extended more than 2 ATR above its 20-day average?
drop10forecastWill it drop at least 10% at some point in the next month?
A 10% drawdown within a month

Answers

Symboltrendrulehvruleextruledrop10forecastFired
IBIT0.16490.12390.06180.566none
MSTR0.18830.92880.05760.777risk

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
IBIT 0 of 1 fired · dry run, nothing sent
MSTR 1 of 1 fired · dry run, nothing sent
riskwould send (dry run)Webhook → teams-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"
    }
  ]
}

atr log offset sma sqrt std

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.

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