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Dashboard widgets

Everything you can put on a dashboard, and what each one shows. Orbit builds thirteen widgets itself, and the gallery adds one more for every agent you have built — so the catalogue is in two parts: the fixed set, and your own.

The three categories

Add Widget opens on a gallery with three categories down its left side. The system set is the same for every account; the other two are as long as your own list of agents, and the count beside each category is how many cards are in it right now.

The Add Widget gallery open on the System Widget category: a search box and a CATEGORIES list down the left, and to the right a grid of cards, each showing a small preview of the widget above its name and a one-line description of what it is for.
The three categories down the left, and the cards of the one you are on to the right. A card in the system set is a preview and a description only — there is nothing of yours in it yet.
CategoryWhat its cards are
System Widget The thirteen widgets Orbit builds. Fixed — you cannot edit, delete or replace them. Written up below.
Custom Agents One card per custom agent you have built, with what it covers and the companies it runs on.
Single Stock Agents One card per single-stock agent — a card per company you follow.

All three behave the same way once you pick from them: tick the cards you want, press Add, and each one arrives on the dashboard as a widget. The footer counts what you have ticked, and Add stays greyed out until you tick something. There is a search box above the categories, which filters the cards of the category you are on.

The thirteen system widgets

This is the fixed set, shown in the order the gallery lists them so you can read across from one to the other. Each entry says what the widget shows, what you can do inside it, and where its title takes you — with a picture of the widget taken from a dashboard that has all thirteen on it.

A dashboard with all thirteen system widgets on it, laid out in rows: Notification, My Coverage and Schedules across the first; Quick Analysis beside News Flow Tracker; Market Intelligence, AI Concept Screen and Emerging Theme Detector; Earnings Call Transcript beside the China A-Share calendar; Single Stock Agents on its own; then Portfolio and the Orbit Research Agent's prompt box, each spanning the full width.
All thirteen at once, just to show the shapes: single-column cards, two wide tables, and the two full-width strips at the bottom. Nobody would arrange them like this — the pictures further down are each widget on its own.

Room is how wide the widget is when you first add it. The grid is three columns, so anything wider than one column pushes its neighbours down the page — and you can resize it afterwards either way. Title opens is where a click on the widget's title lands you; a dash means the title is not clickable. Names that appear as links go to a page in this manual; the rest are pages that are not written up here yet.

WidgetWhat it showsRoomTitle opens
NotificationAlerts about the companies you cover.1 columnNotification
My CoverageThe companies on one of your portfolios.1 columnPortfolio Management
SchedulesThe reports your subscribed agents have produced.1 columnSchedules
Quick AnalysisReady-written analyses you can run as they are.1 column—
News Flow TrackerSentiment shifts, macro factors and rivals, per company.2 columnsNews Flow Tracker
Market IntelligenceHow much Orbit is watching, and its red / amber / green split.1 columnMarket Intelligence
AI Concept ScreenThree shortcuts into the concept screens.1 columnAI Concept Screen
Earnings Call TranscriptProcessed earnings calls with sentiment and guidance.2 columnsEarnings Call Transcript
Emerging Theme DetectorThe theme reports Orbit has produced for you.1 columnTheme Discovery
China A-Share – Earnings Call CalendarToday's and this week's A-share calls.1 columnA-share earnings call calendar
Single Stock AgentsYour per-company agents, and how often each one reports.1 column—
PortfolioYour pinned portfolios, with alert and report counts.3 columns—
Orbit Research AgentA prompt box for asking about anything in Orbit.3 columnsNew Chat
What the pictures show

Every picture below is the widget at its default width — the size it asks for when you add it. A widget you have dragged wider looks different: it spreads out, and tables that were cut off at the right have room for their later columns.

The last two widgets are full-width strips, and at the width they are drawn they are wider than a column of text. Those two pictures are shown at full size and run past the right-hand edge — scroll them sideways to follow the row.

Notification

The Notification widget: a Filing dropdown beside the title, above a list of alerts, each row carrying a headline, a company name with its logo, a timestamp and a Filing tag.
Four alerts, each tagged Filing. The tag is what the dropdown beside the title filters on.

Everything Orbit has flagged for the companies you cover, newest first. Each row carries the headline, the company it is about, the time it arrived, and a tag naming the kind of event — a filing, a report, a news item.

The dropdown beside the title narrows the list to a single kind of event. Which kinds you can choose from depends on your account, so the list is not the same for everyone. Clicking the title opens Notifications, and clicking one of the alerts opens that same page with the alert already selected.

My Coverage

The My Coverage widget: a portfolio dropdown beside the title, above rows of companies — each with a logo and name, its ISIN and its industry.
Companies drawn from one portfolio. The dropdown chose Dynamic Portfolio, and the card remembers that choice.

The companies on one of your portfolios, one row each: the company's logo and name, its ISIN, and the industry it sits in. The dropdown beside the title switches which portfolio the list is drawn from, and the card comes back to whichever you chose last.

Clicking the title opens Portfolio Management — the page where the portfolios themselves are put together and their companies picked.

Schedules

The Schedules widget: an agent dropdown beside the title, above an entry reading Global AI and Tech Fund, Earnings Call Analysis Report with a Monthly tag, and Data Range and Publish Date lines below it.
One subscription, running monthly: the range of data it covers and the date it was last published.

The reports your subscriptions have produced. Each entry names the subscription and the agent that writes it, tags how often it runs — Monthly, Weekly — and gives the range of data the report covers along with the date it was published.

The dropdown beside the title narrows the list to one agent. Clicking the title opens Schedules, where the subscriptions themselves are set up and switched on or off.

Quick Analysis

The Quick Analysis widget: a Quarterly Earnings Research dropdown beside the title, above four entries — Analyst and Market Reaction Analysis, Quarterly Earnings News Digest, Multi-Quarter Trend Analysis and Earnings Call Transcript Analysis — each with a line of description.
No Add Widget configuration, no prompt to write: these four are ready to run as they stand.

A short menu of analyses you can run without setting anything up. The dropdown picks the group — Quarterly Earnings Research, Annual & Initiation, ESG & Sustainability, Thematic & Strategic or Risk & Event-Driven — and the card lists the prompts inside it.

Each entry is a brief that has already been written: Analyst & Market Reaction Analysis, Quarterly Earnings News Digest, Multi-Quarter Trend Analysis, Earnings Call Transcript Analysis. Clicking one opens it in a dialog. This widget has no arrow, so its title does nothing.

News Flow Tracker

The News Flow Tracker widget: a Watchlist dropdown beside the title and a Last Updated line, above a table with Company, Sentiment Shift, Macro Factors, Competitors and Date columns.
One row per company. The Sentiment Shift column is signed, so a red figure means the tone around that company has moved against it.

What the news is doing to the companies you follow, one row each. Sentiment Shift scores how far the tone around a company has moved; Macro Factors names any wider force at work; Competitors lists the rivals the news puts it up against, with +n when there are more than the two that fit. The Date column is when the row was last refreshed, and the Last Updated stamp at the top of the card covers the whole table.

The dropdown scopes the card to one portfolio or watchlist. At two columns the table carries more columns than the card shows at once, so widen it if you want everything in view at the same time. Clicking the title opens News Flow Tracker on its Detail tab; clicking a row opens that one record — see News flow detail.

Market Intelligence

The Market Intelligence widget: a Last Updated line, then Total Companies with the figure 2,956 above a red, amber and green bar with counts and percentages, then Total Reports 44,247 and Reports This Month 403.
The red / amber / green bar sits under Total Companies only — the two counts below it are single figures.

How much of the market Orbit is watching on your behalf, and how that coverage is leaning. Total Companies carries a red / amber / green breakdown with a count and a percentage for each band, so the balance is readable at a glance without opening anything. Total Reports and Reports This Month count the documents behind those companies.

The Last Updated line says when the figures were last pulled, and it can sit several days back — the numbers here are not live. Clicking the title opens Market Intelligence.

AI Concept Screen

The AI Concept Screen widget: a Last Updated line above three full-width rows reading Analyst, Concept Management and Export.
Three doorways rather than a summary — the smallest widget on the list, and the only one that shows no numbers.

Three shortcuts into the concept screens. Analyst opens the analyst view, Concept Management the list where you define and edit the concepts you scan for, and Export the place you pull a scan's results out. Clicking the title lands in the same place as Analyst.

Earnings Call Transcript

The Earnings Call Transcript widget: a Watchlist dropdown beside the title, above a table with Company, Quarter, Event Date, Sentiment, Guidance, Revenue FY and Detail columns, the Detail column carrying an eye icon on each row.
Rows for NVIDIA, Adyen, JD.com, Amazon, Apple and Meta. Guidance reads raised or maintained; a dash means the call did not say.

One row per processed earnings call: the company, the quarter it covers, the date of the call, a sentiment score, the guidance stance, the revenue figure, and an eye icon in Detail that opens the call itself.

Sentiment is a score out of 100 and only appears where Orbit could compute one — in the picture only Apple has a figure. The bands behind the colour are the same ones described on Earnings Call Transcript: 70 and above green, 50 to 69 amber, below 50 red. The dropdown scopes the card to one portfolio or watchlist, and clicking the title opens the full list.

Emerging Theme Detector

The Emerging Theme Detector widget: a Weekly dropdown beside the title, above theme report entries each with a report name and week number, a date range, a generated-on timestamp and tags counting themes and companies.
Three weekly reports for the AI & Tech theme, with the date range each one covers and what it found.

The theme reports Orbit has produced for you. Each entry names the report and its week — the picture shows 2026-W09, W10 and W08 — gives the range of dates it covers and the moment it was generated, then counts what it turned up: 30 themes across 131 companies, and so on.

The dropdown switches between Weekly and Monthly reports. Clicking the title opens Theme Discovery, where the report itself is readable in full.

China A-Share – Earnings Call Calendar

The China A-Share Earnings Call Calendar widget: a Last Updated line, then Reports Today showing 0 above an all-grey bar with three zero counts, then Reports This Week showing 1,352 with a red, amber and green breakdown.
Between earnings seasons Reports Today reads zero — that is the normal state, not a fault.

Two counters for the China A-share market: Reports Today and Reports This Week. Each carries the same red / amber / green breakdown as Market Intelligence, with a count and a percentage per band, and a Last Updated line above.

Clicking the title opens the A-share earnings call calendar. This is the only widget in the set that covers a single market.

Single Stock Agents

The Single Stock Agents widget: rows for Tesla, Nvidia, Apple and SAP, each with a company logo, its name, a date on the right, and five tags reading Daily, Weekly, Monthly, Quarterly and Yearly with a count in each.
Four agents. The tags count reports by how often they are written, so it is clear at a glance which companies are on a daily cadence and which are not.

One entry per company you have built a single-stock agent for: the logo, the company name, and the date it was last touched. Underneath, five tags count the reports that agent has produced at each cadence — Daily, Weekly, Monthly, Quarterly, Yearly. A zero is normal on the longer cadences.

This widget has no arrow. Clicking a company opens that agent's page, which is the same page the rail leads to under Single Stock Agents.

Portfolio

The Portfolio widget: a single row of portfolio cards — Tricodos Asset with 5 companies, Watchlist with 16, Dynamic Portfolio with 111, one named 12 with 1 — each showing an Alert chip and a Last Reports chip, with a fifth card named test running off the right-hand edge.
Portfolios laid out sideways rather than stacked. More are pinned than the card has room for, so the row runs off its own right-hand edge. Scroll the picture sideways to follow it.

The portfolios you have pinned, as a single row. Each card carries the portfolio's name, its company count, and two chips: how many alerts it is carrying and how many reports have been written for it. Because the row runs sideways, the card stays short no matter how many portfolios you pin — but a portfolio past the right-hand edge needs the card dragged wider before you can reach it.

This widget has no arrow. Clicking a portfolio opens its detail page, the same one described under Portfolio detail.

Orbit Research Agent

The Orbit Research Agent widget: a full-width prompt box reading Ask anything, explore any idea, above a row with a plus button, a Chat and Search switch, a Claude Sonnet 5 model selector and a send button.
The prompt box is the widget; the row underneath is the same toolbar the full chat screen uses.

A prompt box that takes the full width of the dashboard. Ask about your markets, your holdings or a report you have read, and send it from here rather than opening chat first. The row along the bottom is the same one the full screen has: + to attach a file, Chat and Search to choose how the agent answers, the model it will use, and the send button.

Clicking the title opens New Chat, where the same conversation continues with its history beside it.

Your own agents as widgets

The other two categories are built from the agents you have made, so they are as long as your own list. Tick a card in either one and you get a widget showing that agent's latest output — one widget per agent, not one widget per category.

Custom Agents

The Add Widget gallery open on the Custom Agents category: the category is highlighted in the list down the left, and to the right a grid of cards, each carrying an agent's name, a line reading Custom Research · Draft, a description of what the agent looks for, and along the bottom a last-updated stamp, a small status dot and the logos of the companies it covers.
Each card is one custom agent. The names, the descriptions and the companies are all yours — the gallery builds these cards out of what you entered when you set the agent up.

Reading a card top to bottom: the agent's name; a line saying what kind it is — Custom Research, or RegAware Regulations for one set up to watch regulation — with whether it is published or still a draft; the description you gave it; and along the bottom, the date it was last touched, and the companies it runs on shown as up to three logos with a +n where there are more. Hovering those logos lists the companies by name, and clicking one opens that company.

Single Stock Agents

The Add Widget gallery open on the Single Stock Agents category: a grid of cards, each led by a company logo and the company's name followed by (Single Stock), with a line reading Single stock agent · Draft beneath and a last-updated stamp along the bottom.
One card per company you follow this way. The company's own logo leads each card, which makes this the easier of the two categories to find a particular name in.

One card per single-stock agent, so here a card is a company rather than a piece of research. The company's logo and name lead it, the line underneath reads Single stock agent with its draft or published state, and the stamp along the bottom is when it was last touched. There is no description to read: a single-stock agent is defined by the company it follows, so the card does not repeat that back to you — a dash in that position means the agent has none.

The dot beside the date

On either kind of card, a small coloured dot sits next to the date once the agent has run: green when a run finished cleanly, amber for one that has not finished, red if it failed. A card with no dot is an agent that has not run at all yet — normal for one you have only just set up.

None of this changes the agent. The gallery is a shortcut: adding a card from here is the same as opening the agent and adding it from its own page.

Where to go from here

Dashboard covers the page these widgets sit on — switching between dashboards, adding and removing widgets, and dragging them into an arrangement that suits you. For the agents behind the last two categories, see Agent Marketplace for the list of everything you own, the custom agent page for one custom agent, and the single stock agent page for one company's.