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The single stock agent page

What one company's agent has concluded over time, and the settings behind it — the price chart with the agent's verdicts marked on it, the running summary it keeps, and its five configuration pages.

Opening the page

  1. Click Agent Marketplace in the left rail.
  2. Click Single Stock Agents in the left column.
  3. Click the agent's card.
Other ways in

Saving a new agent in Creating a Single Stock Agent lands here, and so does choosing Single Stock Agent from New Agent for a company that already has one.

A single stock agent for APPLE INC(Single Stock), with Test Run, Publish and a red bin in the header. The sidebar holds Results with Reports & Memory expanded over three report definitions — test1, Weekly Pulse - System and Daily Brief - System, the last expanded to a run dated 2026-08-10 09:15 labelled 1 high KPI and Daily — then Configuration with General, Peer Group, Reports Settings, Prompt and Advanced Settings, and an ESTIMATED COST card reading Run Once, 15 credits. The page shows Price & agent verdicts over time as a price line with 1M to 1Y range buttons and an All / High / Medium / Low filter beside one High entry for Daily Brief - System, then Executive Summary with a date range and Type filter reading No Data, then a section headed Report (2026-08-10 09:15) with a download icon.
Each run in the tree is labelled with how many KPIs fired, so a run worth reading can be picked without opening it. Executive Summary reads No Data here because its date range defaults to the last month and this run predates it. The report pane below is blank because this particular run produced no document — a report that did produce one fills that area.

How the page is laid out

A second sidebar down the left splits the agent into what it has produced and how it is set up. The button at the top left of the main header collapses and restores it.

GroupEntries
ResultsReports & Memory
Configuration General, Peer Group, Reports Settings, Prompt, Advanced Settings
Tick and cross marks

Configuration entries carry a mark on the right once they have been checked: a tick when the page is complete, a cross when something required is missing. An entry that has not been checked yet carries no mark.

ESTIMATED COST sits at the bottom of the sidebar, giving the credits one run would consume, with View details opening Credit. It works exactly as on the custom agent page.

Header actions

Always available here

Unlike the custom agent page, these three stay in the header whichever sidebar entry you are on.

Test Run

Saves the agent and runs it once. Progress appears in a bar at the top of the window, which survives navigating elsewhere.

At least one report must be enabled

A single stock agent runs in order to write its reports, so Test Run refuses to start if every report under Reports Settings is disabled.

Publish and Move to draft

A new agent is a Draft: its scheduled reports do not go out. Publish saves and activates it, confirming with Publish Successful. Once published the button reads Move to draft, which asks before reversing it.

Deleting the agent

The delete button carries a bin icon — hover it to see Delete.

This cannot be undone

The confirmation reads Once deleted, any structured data and reports produced by this agent will no longer be available. Confirming with Yes, Delete returns you to Agent Marketplace. The same agent can also be deleted from its card there.

There is no Save button

Configuration changes save on their own, and a small indicator reports the state of the last save. Test Run and Publish each save once more before acting.

Reports & Memory

What the agent has concluded, in three stacked sections. The entry is greyed out until the agent has been saved at least once.

Choosing which report you are looking at

  1. Click Reports & Memory. Its report tree expands underneath.
  2. Click a report definition to list its runs, then click a run.

Price & agent verdicts over time

The company's price with the agent's past activity plotted against it, so a call can be read against what the price did afterwards. Blue marks are reports; red marks are KPIs that triggered. Clicking one filters the sections below to that report, or to that day, and Clear Selected Date drops the filter again.

ControlWhat it does
1M / 3M / 6M / YTD / 1Y How much price history the chart covers. It opens on 3M.
All / High / Medium / Low Limits the list beside the chart to KPI hits of that severity. Each entry names the report it came from, the date, and the KPI that fired.

Executive Summary

What the agent has carried forward from previous runs — the running memory behind its current view.

FilterWhat it does
Date range Limits the entries to a window you pick. It opens on roughly the last month.
TypeLimits them by sentiment. Clearing it restores all.
No Data here often means the date range, not the agent

The default window is recent, so an agent whose reports are older than that shows No Data even though it has memory. Widen the range before concluding anything.

Report

The selected run in full, with the time it was produced beside the heading. Download saves it; it is disabled while no run is selected.

General

The agent's identity and a reference card for the company it follows.

General on a single stock agent. The first card shows the agent's name with a green Active badge, its description, and a pencil at the top right. The second card shows APPLE INC. with a US flag and AAPL, chips reading Computers, Phones & Household Electronics and Market cap: 4.8T USD, then LEI, Incorporation 1977-01-03, Domiciled In United States and Website.
The company card is reference only — nothing on it can be edited, and it is the same data Orbit holds for that company everywhere else.

The first card carries the agent's name, status and description, with a pencil to edit the name and description. An agent with no description reads No description yet.

The second card is the company itself.

FieldMeaning
TickerWith the flag of its listing country.
IndustryThe industry it is classified under.
Market capIts market capitalisation.
LEIIts Legal Entity Identifier.
IncorporationWhere it is incorporated.
Domiciled InWhere it is domiciled.
WebsiteIts own site.

A field the company has no value for is left out rather than shown empty.

Peer Group

Peer Group holding an information line reading Peer companies are included for comparison using stock price and news only, and a single chip for NVIDIA CORPORATION with a small cross. A pencil sits at the card's top right.
The cross on a chip removes that peer; the pencil adds another.

The comparison set, one chip per company. The pencil opens Add Peer to search for another; the × on a chip removes it. With none set the card reads No peer companies selected.

Peers are used narrowly

Peer companies are included for comparison using stock price and news only. Their filings are not read.

Reports Settings

The reports this agent writes, counted as N Reports. Every row states its frequency, when it runs and how many KPIs it watches — for example Daily · Every day · 8:00 AM · 5KPIs. Clicking a row expands it.

Reports Settings showing Report and 3 Reports with an Add button. Daily Brief - System is expanded, showing Data Source chips News Flow Tracker and Stock Price, a Delivery email, a 5KPIs heading with a greyed-out Add button, a five-row table of KPIs and Alerts with greyed pencil and bin icons, and the full Prompt text. Weekly Pulse - System and test1 are collapsed below it.
Orbit's own reports carry - System in their names and are read-only — their KPI Add and per-row icons are greyed out. test1 below them is one added by hand, and its icons are live.
Expanded sectionContents
Data SourceWhich agents feed the report. Reads No data source selected when empty.
DeliveryThe recipients. Reads No recipients when there are none.
N KPIs A table of KPIs and the Alert condition on each, with its own Add and a per-row edit. Reads No KPIs added yet when empty.
Prompt The instruction for this particular report, shown in full.
ControlWhat it does
AddAdds a report definition.
EditOn each row. Changes that report.
DeleteOn each row. Not offered when only one report is left.
Orbit's own reports cannot be changed

The reports that come from the single stock template carry - System in their names, and on those the row's pencil, the KPI Add and the per-KPI icons are all greyed out. You can still read them, still change who receives them, and still delete them. Reports you add yourself are fully editable.

Prompt

The instruction the agent works to, headed System Prompt and taken from the single stock template. It is read-only here, as it is when the agent is created — it tells you what the agent has been told, and is not yours to change.

The Prompt page, holding a card headed System Prompt with a greyed-out block of text describing the agent as an AI analyst dedicated to one listed company that never gives investment advice.
The sidebar calls this page Prompt; the card on it is headed System Prompt.

Advanced Settings

Advanced Settings holding a card headed Template Reference Data with an Add button, and one row showing the name 1 beside a purple Static tag, with a pencil and a bin at the right.
Each entry carries a tag for its kind — Static for a fixed value.

The reference values the agent treats as given. Add opens a dialog with Name and Value; Confirm adds the entry and Cancel discards it.