Ask anything. Get an answer you can stand behind.
The Orbit Research Agent is the AI chat at the center of Orbit Insight. Ask a question in plain language and get an answer drawn from across filings, transcripts, news, and your own internal documents at once, grounded in primary sources and traceable back to every one.
The Ask mode
A research analyst that has read every document in your universe.
Where a general AI assistant arrives empty, with no memory and no data of yours, the Research Agent works from Orbit's connected Knowledge Base: more than a decade of filings, transcripts, disclosures, news, and market data, anchored to a single entity master, alongside whatever internal research you bring in. It does not generate from memory. It searches, reads, and synthesizes from the documents themselves, then shows you exactly where each claim came from.
Interact with documents directly
Open a filing, a transcript, or a report and put questions straight to it. Pull the figures, the guidance, the risks, and the changes without reading every page, with each answer linked to the exact passage it came from.
Run ad-hoc research in the moment
The question that comes up during earnings season, ahead of a meeting, or mid-way through building a view. Ask it now and get a grounded answer now, drawn across all of the connected data at once rather than one source at a time.
Go deeper, with expanded scope and sources
Push beyond a single document into a fuller picture: a portfolio, a peer set, an entire sector, or years of history. The agent draws on filings across 308 document types, AI news sentiment with buy, hold, and sell signals, end-of-day pricing, and historical data going back up to a decade, all in one conversation.
Sourced, cited, auditable
The difference between an answer and a guess.
General-purpose tools like ChatGPT, Copilot, and Gemini are powerful reasoning engines, but they cannot tell you which page of a filing a risk factor came from, and they may present outdated or fabricated figures with total confidence. For research that informs capital decisions and has to withstand scrutiny, that gap is the whole problem.
Every answer is sourced
Responses are constrained to verified primary documents in Orbit's Knowledge Base, not generated from model memory or the open web. Nothing floats free of its origin.
Every claim is cited
Each answer carries a link back to the exact filing, transcript, or report it was drawn from, so an analyst can verify it and an investment committee can rely on it.
Every result is auditable
Because the path from source to answer is recorded, a firm can demonstrate after the fact how a conclusion was reached, to its own oversight functions or to a regulator.
One conversation, many sources
From a single question to a full picture.
The Research Agent draws on a growing set of specialist capabilities, each returning structured, sourced output you can take further.
Filings & disclosures
Search across 308 document types, from filings and announcements to ESG and regulatory reports, with AI summaries, evidence citations, and up to a decade of history.
News sentiment
Daily AI sentiment tracking with scores, positive and negative event classification, competitor and risk identification, and clear directional signals.
Market & pricing
End-of-day prices across flexible windows, from a single day through to multi-year history, available within the same conversation.
Peers & sectors
Expand a single-name question into a peer set or an entire sector, with the entity master ensuring every company is correctly identified.
Portfolios
Point the agent at a portfolio or coverage list and ask across all of it at once, holdings tied to the right company and read together.
Your internal data
Bring broker research, meeting notes, and proprietary models into the same conversation, searched alongside Orbit's global corpus.
When a question deserves more than an answer
Deep Research, a team of analysts in one request.
For the questions that warrant real depth, Deep Research takes a single brief and works it the way a research team would. It generates the sub-questions worth asking, reads across the relevant filings and disclosures, extracts the data points that matter, and returns a structured report with an executive summary, supporting tables, and a citation behind every finding.
One brief, a full analysis
Point Deep Research at a company or a peer set and choose the angles that matter, financial, competitive, risk, or ESG. It plans the inquiry, gathers the evidence, and composes the findings, so what arrives is a worked analysis rather than a single reply.
Every section is traceable to source, so the output stands up to the same scrutiny as the rest of the platform.
Ask, then automate
When a question is worth asking on a schedule, turn it into an agent.
The Research Agent is the Ask half of Orbit Insight. The questions you find yourself running again and again, a morning brief, a standing watch on a thesis, an earnings read the moment a transcript lands, can be handed to the Agent Builder and run on their own. Same foundation, two ways of working.
Explore the Agent Builder
Put a question to your entire universe.
See the Orbit Research Agent answer from primary sources, with citations, across more of the market than any other platform reaches. These are conversations that matter deeply to us at Orbit.