Creating a Single Stock Agent
A single stock agent follows one company. Unlike a custom agent it is not built through a conversation — it starts from Orbit's template, already filled in, and you adjust it on one form.
Opening the page
- Click Agent Marketplace in the left rail.
- Click New Agent, then Single Stock Agent.
- Search for the company and click Ok.
If that company already has an agent, this page is skipped: Orbit reports Existing Data Found and opens the existing agent instead. You cannot create a second agent for the same company here.
The company is carried in the address. Opening the page without one reports Missing Parameter and nothing loads — always come in through New Agent.
How the form works
Every section is on one scrolling page, in the order below. There are no tabs and no per-section save: Save in the main header commits the whole form at once, and Cancel returns you to where you came from without creating anything.
General
| Field | Notes |
|---|---|
| Company | The company the agent follows, filled in from the dialog you came through and not editable. To follow a different company, cancel and start again. |
| Agent Name | Required, and pre-filled as the company's name followed by (Single Stock). Change it to something of your own if you want it to read differently in Agent Marketplace. |
| Description | Free text, and empty to begin with. Shown on the agent's marketplace card. |
Peer Group
The companies to compare against. It starts empty — type into Search company... to add one, and each one added becomes a chip you can remove.
Peer companies are included for comparison using stock price and news only. Their filings are not read.
Reports Settings
The reports the agent will write. Orbit's template supplies a set already — the list sits on the left, and clicking one shows its settings on the right.
Choosing which reports run
Each report in the list has a tick box, and only ticked reports are produced. The count in the heading, Report (N), counts all of them, ticked or not. Underneath each name is its schedule and how many KPIs it watches. The bin removes a report from the list altogether.
A single stock agent runs in order to write its reports, so Test Run on the agent's page refuses to start if none are ticked.
What you can change on a template report
The reports Orbit supplies are fixed: Report Name, Data Source Agent, Frequency, Data Window (Day), the KPI table and Prompt are all shown greyed out, and the KPI Add button with them. Email is the one field left open.
| Field | Notes |
|---|---|
| Report Name | Fixed on a template report. |
| Data Source Agent | Which agents feed this report, shown as chips with +N for the rest. Fixed. |
| Frequency | Daily, Weekly, Monthly or Quarterly. Fixed. |
| Data Window (Day) | How many days back the report reads. Fixed. |
| Who receives it, as removable chips. Pre-filled with your own address; add any number from your organisation. This is the one you can edit. | |
| KPIs | A KPI and the Alert condition that triggers it, one per row. Fixed on a template report. |
| Prompt | The instruction for this particular report. Fixed. |
Add at the top of the list creates a report of your own, which is not subject to any of this.
System Prompt
The instruction Orbit gives the agent. It comes from the single stock template and is read-only — shown so you know what the agent has been told, not so you can change it.
Advanced Settings
Template Reference Data — values the agent should treat as given, such as a target price or a house view. It starts at No Data; Add opens Add Reference Data.
| Field | Notes |
|---|---|
| Name | What the value is called. |
| Value | The value itself. |
Confirm adds the entry; Cancel discards it.
Saving
Save confirms with Save Successful and opens the agent's page, where you can run it, publish it and change any of these settings again.
The new agent starts as a Draft and its schedules do not fire until you publish it from its own page.