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Agent Marketplace

The home of every agent you own. Build a new one, open one you have already built, and reach the agents Orbit ships with — all from a single list.

Opening the page

  1. Open the left rail — click Collapse Sidebar at the bottom if it is showing icons only.
  2. Click Agent Marketplace.
Two names for one page

The left rail calls it Agent Marketplace; the heading at the top of the page itself reads Market Agents. They are the same page.

Also reachable

Deleting an agent from its own page returns you here, Go Agent Marketplace on an empty Schedules category brings you here to pick an agent, and /bots redirects here as well.

Market Agents with Custom Agents selected. A narrow left column holds New Agent, a My Agents group with Custom Agents and Single Stock Agents, and a System Agents group with General. The rest of the page is a four-column grid of agent cards, each with a name, the line Custom Research and Draft or Published, a description, a date with a small round status icon, and company logos or a blue portfolio badge at the bottom right.
Cards are ordered newest first by the date they were last updated, not by name — a card you have just edited moves to the front.

Three kinds of agent

The left column of the page splits your agents into three lists. Which list you are looking at is a choice held by the page only — it does not change the address, so a link to this page always opens on Custom Agents.

ListWhat it holds
Custom Agents Agents you built through the setup conversation. Covered by Creating a Custom Agent and The custom agent page.
Single Stock Agents Agents that track one company each. Covered by Creating a Single Stock Agent and The single stock agent page.
General Under System Agents — the ready-made agents Orbit provides, grouped by category. Not covered in this chapter.
Market Agents with Single Stock Agents selected, showing a shorter grid of cards. Each card carries a company logo to the left of its name, the line Single stock agent and Draft, and a vertical three-dot menu at the top right.
The two lists share a card layout but not its details: a single stock card puts the company's logo beside the name and adds the ⋮ menu, and has nothing at the bottom right.

The button at the top left of the main header collapses and restores the whole left column.

Reading an agent card

Every agent in the first two lists is shown as a card carrying the same fields.

FieldMeaning
NameThe agent's name. An agent saved without one reads Untitled Agent.
Type Custom Research, Single stock agent or RegAware Regulations.
Published / Draft Whether the agent's scheduled tasks are live. You switch this from the agent's own page.
DescriptionThe description you gave it, or -- when there is none.
DateWhen the agent was last updated. The grid is sorted by this, newest first.
Status icon The small round mark beside the date, reporting how the agent's last run ended. It carries no label — green for a successful run, amber for one that has not run yet, red for a failure.
What sits at the bottom right of a card

A Custom Agents card shows either the companies it covers or the portfolio it covers — never both. Which one appears depends on how the agent's Company Universe was set, so the same slot holds different things on different cards. Overlapping company logos, with +N for any that do not fit, mean a list of companies; a single solid blue badge means a portfolio. A card whose Company Universe is still empty has neither.

Opening the companies behind a card

When a card covers individual companies, hovering the stacked logos lists them all. Clicking a company in that list opens its company page in a new browser tab, leaving the marketplace where it was. Clicking the logos themselves does not open the agent.

The cursor resting on the stacked company logos of the Senior Management Gender Table card, with a small panel open below listing NVIDIA CORPORA… and HSBC HOLDINGS … each beside its logo.
The panel lists every company on the agent, including the ones folded into +N, and long names are cut short to fit. Cards elsewhere in this screenshot show the alternative: a single solid blue badge, meaning the agent covers a portfolio.
Where the company page is

The company page covers what opens when you click a company: its header, the cards held for it, and the actions you can take on it.

Opening the portfolio behind a card

When a card covers a portfolio, hovering the portfolio icon shows the portfolio's name. Clicking the name opens it on Portfolio Management. As with the company logos, clicking the icon does not open the agent.

Opening an agent

Clicking anywhere else on a card opens that agent, and where you land depends on its type.

Card typeWhere it opens
Custom Research The custom agent page.
Single stock agent The single stock agent page.
RegAware Regulations Not the agent page — the Reports tab of the RegAware system agent. That page is not in this manual yet.

Deleting a single stock agent

Every card in Single Stock Agents carries a ⋮ menu at the top right, with one entry: Delete. Cards in Custom Agents have no such menu — delete those from the agent's own page instead.

A confirmation dialog headed Are you sure you want to delete this agent? with an amber warning icon beside the line Once deleted, any schedules and reports produced by this agent will no longer be available, and Cancel and Yes, Delete buttons.
The dialog does not name the agent it is about to delete, so check you opened the ⋮ on the right card before confirming.
  1. Click ⋮ at the top right of the card.
  2. Choose Delete.
  3. Read the confirmation and click Yes, Delete, or Cancel to keep the agent.
This cannot be undone

The confirmation reads Once deleted, any schedules and reports produced by this agent will no longer be available. Deleting takes the agent's schedules and its past reports with it.

Creating an agent

New Agent at the top of the left column opens a menu with one entry per agent type.

The New Agent menu open over the left column of Market Agents, listing Single Stock Agent above Custom Agent, each with its own icon.
The menu covers the list underneath it while open; clicking elsewhere closes it.

Single Stock Agent

Asks which company first, because a single stock agent is built around exactly one.

The Add Single Stock Agent dialog, holding an empty field labelled Search company… above a Cancel button and a greyed-out Ok button.
Ok only becomes available once a company is picked from the results — typing a name into the box is not enough on its own.
  1. Choose Single Stock Agent from the New Agent menu.
  2. Type into Search company... and pick a company from the results.
  3. Click Ok.
ControlNotes
Search company... Searches as you type and returns up to five companies at a time, each with its logo, name, ticker and ISIN.
OkStays disabled until a company is selected.
CancelCloses the dialog. Your selection is not kept.
If the company already has an agent

Ok opens that existing agent rather than starting a second one — see The single stock agent page. Only a company with no agent yet takes you to Creating a Single Stock Agent.

Custom Agent

Goes straight to the setup conversation described in Creating a Custom Agent. Nothing is created until you finish that conversation.

When you have no agents yet

Both Custom Agents and Single Stock Agents show You haven't created any agents with the line Start building one tailored to your workflow. until the first one exists. The two lists are counted separately, so one can be empty while the other is not.