Portfolio detail

Everything Orbit has gathered for one portfolio in a single reading view — the daily news alerts written for it, the filings published by the companies inside it with the document open beside the list, and a network of the relations between those companies themselves.

Opening the page

This page opens from a portfolio shortcut rather than from a menu entry. Pin a portfolio first — on Portfolio Management, hover a portfolio, click ⋮ and choose Pin.

1. Open the left rail — click Collapse Sidebar at the bottom if it is showing icons only.
2. Under PINNED, click the portfolio you want to read.

The page at a glance

The header

Across the top, the portfolio's identity.

Header actions

The buttons at the top right act on the portfolio as a whole. They carry icons rather than labels — hover one to see its name. There are three when the portfolio is subscribed to daily alerts, and two when it is not.

Pinning and unpinning

The first button reads Pin when the portfolio is not pinned and Unpin when it is. Pinning is immediate: a message appears in the bottom-right corner and the portfolio joins the PINNED list straight away.

Unpinning asks first.

Creating a daily news alert job

1. Click Create Daily News Alert Job in the header.
2. Pick the date you want the alert written for.
3. Click Confirm and read the message that follows.

The message tells you exactly what is about to happen. The first time, it subscribes the portfolio to daily alerts at 8:00 AM UTC and runs the job for the date you picked; after that it only runs the job for that date. Confirm again to go ahead.

The job then runs in the background. A notice in the bottom-right corner confirms it started, and a second one tells you when it finished — at which point the new alert appears in the list. A long-running job reports that it is still going rather than failing.

Unsubscribing from daily news alerts

The third button appears only once the portfolio is subscribed. It asks for confirmation before it stops anything.

The company row

Under the header, one chip per company in the portfolio. Click a chip to open that company's page — the company's profile, its price chart and verdicts, its latest news and filings, and the agents subscribed to it.

When there are more companies than fit on one line, the row ends with a More button carrying the number left over. Click it for the rest; the companies listed there open the same way.

Choosing what to read

The filters under the company row are the kinds of content available for this portfolio, each with a count. Which kinds are offered comes from Orbit and differs from portfolio to portfolio; a kind can also appear carrying a count of zero, when the portfolio has nothing of that kind yet. Selecting one replaces the list underneath and opens its first entry. Relationships is the exception — it is offered whatever else is, and instead of a list it puts a network view in place of the list and the reading pane together. It has its own section further down this page.

Click any entry in the list to open it on the right. The list loads 20 entries at a time and fetches more as you scroll to the bottom.

Daily News Alert

Each entry is a day's alert for the portfolio, showing the date it covers. Opening one shows the report itself on the right: risk alerts graded High, Medium, and Watch, and the themes Orbit grouped out of that day's news. Click any group in the report to expand its source links.

Last Reports

Each entry names the filing, the date, the company that published it, and a tag for the filing type. The document opens on the right in a PDF reader with search, page navigation, and zoom.

Two things inside a row are clickable on their own, separately from the row itself:

The reading pane

Whatever is selected opens on the right, under its title, type, and date. One button sits at the top right of that pane, and which one you get depends on the filter you are on.

Relationships

The last filter is a different kind of view. Where the others list reports you can read, Relationships shows what Orbit knows about how the portfolio's own companies are connected to each other — who supplies whom, who holds whom, who competes with whom.

Selecting it puts a single card, Target Network, where the list and the reading pane were. The data behind it is fetched when you first select the filter rather than with the page, and it is kept from then on: leaving the filter and coming back does not fetch it again.

What the card holds

What the four figures count

All four describe the portfolio as a whole — with one exception worth knowing, because it makes the numbers move at different times.

Reading the network

Each company is a node and each relation between two of them is a line. Lines are coloured by role — the part the relation gives one of the two companies. Among the roles are Supplier, Customer / Channel, Shareholder, Subsidiary, Parent, Peer, Direct competitor and Partner. Where a relation points one way rather than both, its line carries an arrowhead at the far end.

Hover a company to light up its own relations and fade everything else out of the way. Hover a line for a panel naming the two companies it joins and the role each one plays, with the relation type, its confidence, which way the relation points, and the source it came from. Scroll to zoom and drag to pan.

How the companies are arranged depends on how many of them are drawn. Up to twenty they sit in a single ring, ordered by relation strength so that closely connected companies end up beside each other. Past twenty the ring wraps into further rings around the first, the lines are drawn faintly until you hover a company, and the company names are left off until you do. The note under the network follows suit: it describes the single ring in one case and the rings, hovering, zooming and panning in the other.

Choosing which companies to draw

The panel headed COMPANIES lists the portfolio's companies with a checkbox against each. Ticking and clearing them redraws the network — not on every click, but once you have stopped clicking. A company Orbit has found no relations for still appears, as a node with no lines.

A portfolio can hold far more companies than a network can usefully draw at once. Up to twenty of them they all start out ticked. Past that, the twenty largest by market capitalisation start out ticked and the rest start out clear, so the card opens on something readable; the subtitle says how many of the list are drawn. Ticking the rest works the same way.

The heading's own checkbox ticks or clears every company at once, and the count beside it says how many of them are ticked. The search box narrows the list by name. The collapse icon at the top of that panel hides the search box and the list, and brings them back.

Where the network leads

Open in Relationships takes the portfolio to Company Relations Agent, which holds these same relations across more views than the single one offered here.

Clicking a company's node does the same thing, focused on that company: the page opens with that company picked out and only its direct relations showing, as if you had found it on its own network.