The Read Before Earnings (Orbit Insight 7.2)

The Read Before Earnings. On Every Name You Hold.

Earnings season rewards the investor who formed a view first. Forming that view takes a deep read of one company at a time, and nobody has the hours to do that across a whole book.

Orbit Insight, the award-winning AI investment research platform from Orbit, does that reading for you. It works on any public company you hold, and it follows the questions you set. Version 7.2 sharpens it in three places.

A deep dive on any company, on your schedule

The Single Stock Agent takes one company and goes deep. It reads the primary record, from company filings to earnings call transcripts, and reports against the KPIs you choose. Every finding links back to its source document.

Put it on a schedule and the read is waiting for you before results day.

New in this release: a run history for every scheduled agent. Open a report and a timeline of its 50 most recent runs sits beside it. Step back through them to see what moved since last quarter, and when. If your investment committee asks what changed, you can open the run and show them.

Built on your questions

A ready-made view tells you what someone else decided to look for. Your edge sits in the questions only you ask.

Orbit Agent Builder lets you turn those questions into agents. It is the same builder behind every agent Orbit ships. Build an agent, put it on a schedule, publish it, and edit it as your thesis moves.

The rebuilt Schedules page shows everything working on your behalf in one place: Custom Agents, Single Stock Agents, Portfolio Alerts, and System Alerts.

Company pages follow the same idea. You can now design your own dashboards with custom widgets, so the page reads the way your thesis does.

See who your holdings depend on

No company reports in isolation. Behind most surprises sits another company: a supplier that slipped or a customer that pulled back.

The new Corporate Relationship Agent maps 14 types of company relationships in five views. Read the relationships of one company. See how a group of holdings connect to each other. Then look at the related companies that sit one step behind them.

On the Portfolio page, the view opens with the 20 largest companies in your portfolio by market capitalization already selected.

Two holdings in different sectors can lean on the same third company. Find it here, then run a Single Stock Agent on it for the deep dive.

All public equities, on the platforms you already use

A read before earnings only helps if it covers the names you hold. Orbit Insight works across global public equities: 75,000+ companies in 120 countries, drawn from 80+ exchanges and 70M+ documents. That reach runs well past the large caps, into smaller names and emerging markets.

Orbit also works inside the platforms investment teams already use. The Orbit agent is available in SimCorp One through the Agent Launchpad. Orbit's API and MCP server carry the same data into your own tools and models. More partnerships with the platforms and data providers you rely on are on the way.

See it on your own book

Version 7.2 is live in Orbit Insight now. Start a trial at insight.orbitfin.ai/register, or ask us to run a Single Stock Agent on a company you know well. These are conversations that matter deeply to us at Orbit.

Frequently asked questions

What is the Single Stock Agent in Orbit Insight?

It is an AI agent that produces a deep dive on a single company from primary documents, reported against KPIs you choose. It can run on a schedule, and each schedule keeps a timeline of its 50 most recent published runs.

How many companies does Orbit Insight cover?

Orbit Insight covers 75,000+ public companies across 120 countries and 80+ exchanges.

Can I build my own AI research agents in Orbit Insight?

Yes. Orbit Agent Builder lets you build custom agents, schedule them, and publish them.

What is the Corporate Relationship Agent?

It maps 14 types of relationships between companies and presents them in five views, from a single company to the related companies around a group of holdings.