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Orbit Insight User Manual

Step-by-step guidance for everything you can do in Orbit Insight — written for the people who use the product day to day, with screenshots of every screen described.

New to Orbit?

Start with the Quick start — your first session in Orbit, step by step.

How this manual is organised

Each chapter matches a section of the product, and each page matches a screen you can open. Pages follow the same shape throughout: what the screen is for, how to reach it, a screenshot of the real interface, then the fields and actions available on it.

Use the search box in the sidebar to jump straight to a topic — press / from anywhere to focus it.

Settings

Everything about your account, your organisation, and how you connect Orbit to other tools. Open it from the avatar at the bottom of the left rail in the app.

Profile
Your name, photo, contact details, and signing out.
Password
Change the password you use to sign in.
Organization
Your organisation's details and its member list.
API keys
Create and manage keys for the Orbit API.
MCP
Connect an AI assistant to Orbit over MCP.
Credit
Credit balance, usage breakdown, and billing.
Pricing & plans
Compare plans and change your subscription.
Global Context
Upload documents that Chat can draw on.

Chat & Deep Research

Asking Orbit questions and searching the document library. Start from New Chat in the left rail.

New Chat
The page a conversation or a document search starts from.
Chat History
Every question you have asked, and the way back into any of them.
Chat Agent
Where questions asked in Chat mode are answered, with the agent showing its working.
Explore
The results of a document search: what was found, and every document behind it.
News Research
A long-form report on a company’s news coverage and sentiment.
Chat
Older conversations, answered by breaking the question into sub-questions.
PDF Chat
Ask questions about one document, with the answers cited back to its pages.

Agents

Building agents that read filings, news and prices for you on a schedule, and reading what they produce. Open Agents from the left rail.

Agent Marketplace
Every agent you own, and where new ones are started from.
Creating a Custom Agent
Describe the research you want and let the setup assistant configure the agent.
The custom agent page
Run, publish and configure one custom agent, and read everything it has produced.
Structured data detail
Check one extracted value against the passages it came from.
Creating a Single Stock Agent
Set up an agent that follows one company, starting from Orbit’s template.
The single stock agent page
One company’s agent — its verdicts over time, its memory and its settings.
Schedules
Every recurring report Orbit writes for you, and whether it is still running.
Report detail
Read one scheduled report, and every earlier run of the same schedule.
Notifications
Orbit’s inbox: filings, finished reports and portfolio changes, newest first.
News Flow Tracker
The agent that reads the news, scores it, and runs on a schedule.
News flow detail
One company’s news record for one day, and the articles behind it.

Research

Building the lists of companies you follow, and reading what Orbit gathers for them. Open Portfolio Management from the left rail; pinned portfolios sit underneath it.

Portfolio Management
Create portfolios and keep the companies in them up to date.
Portfolio detail
Read the news alerts, the filings and the company relations for one portfolio.
Company Relations Agent
Hold one set of companies up against each other: who supplies, owns and competes with whom.
Theme Discovery
Read the weekly and monthly reports on which themes are running.
Earnings Call Transcript
Read what management said on a quarterly earnings call, beside the transcript.

Company data

What Orbit holds for one company, read on that company’s own page: the dashboard of cards, the news written about it, and the documents it and its regulators have filed.

The company page
The cards Orbit can put on one company, and what each of them holds.
Company News
Every news story Orbit has collected about one company.
Company Report
The filings, reports and transcripts Orbit holds for one company.

Other

Pages that support the whole product rather than one workflow. Open them from the icons in the left rail.

Dashboard
Your home screen: the widgets you have added, and how to arrange them.
Dashboard widgets
Every widget the Add Widget gallery offers, and what each one shows.
Share
The links you have shared, and how to copy or withdraw them.
Moving between pages

Some screens are reached from another rather than from the menu — Pricing & plans opens from Switch Plan on the Credit page, for example. Where that happens, the page says how to get there at the top.

More chapters coming

The remaining product areas are being written up in the same format.

More agent tools
Agent Concept.
More company data
Concept Management, Knowledge Base.
Screenshots

All screenshots show a sample account. Names, email addresses, and API keys in this manual are fictional — what you see in your own account will differ.