Twenty research workflows, ready to run on day one.
A use case in Orbit is not a feature or a button. It is a complete recurring workflow with a clear outcome, built from agents, that a team can run as-is today and reshape to its own logic over time. Run any of them on demand, or set them to run on their own.
Built from agents
Each use case is assembled from Orbit's agents, combined and sequenced into a workflow that delivers a specific outcome. The common workflows come already built.
Ready to run, and a starting point
Select one and run it as it comes, with no setup beyond pointing it at your portfolio or universe. Each is also a template you can open in the Agent Builder and make your own.
Ad hoc or automated
Run on demand when you need it, or set on a schedule or a trigger, so the brief arrives every morning and the earnings read runs the moment a transcript lands.
Browse the library
Organized the way a research team's work is.
Five families, from the daily rhythm of a research day through to thematic discovery and stewardship.
Daily workflow
4 workflowsThe recurring rhythm of a research day, done before it starts.
Morning portfolio brief
A single read on the state of a portfolio at the start of the day: what moved, what was announced, what broke, and what deserves a closer look, drawn together and tied to the right companies.
Pre-earnings calendar prep
A forward view of the reporting season: which covered companies report when, and what to be ready for in each, the open questions and the guidance to test.
Weekend research prep
The queued-up reading and analysis ready for the week ahead, so Monday starts from a prepared position rather than a backlog.
News flow triage
A filtered, prioritized view of the news across a portfolio or universe, separating what is material from what is not, each item tied to the right company.
Single-name analysis
4 workflowsDeep work on one company, produced fast and grounded in sources.
Earnings call analysis
A worked read of a company's results the moment they land: the numbers against expectations and prior periods, the change in guidance, and what is new versus already known.
Material event flash
A fast, focused read on a material development that sets out what happened, why it matters, and what it bears on, the moment it breaks.
Thesis state monitoring
A standing read on whether the case for holding a name still holds, surfacing what supports a thesis and what cuts against it.
New-name due diligence
A structured first pass on a company being considered: the business, financials, history, risks, and open questions, assembled into a coherent starting brief.
Portfolio risk
4 workflowsThe view across the whole book: drift, concentration, exposure, and where attention is needed.
Portfolio thesis drift
A read across the book of where the original case for each holding is weakening, aggregated into a portfolio-wide view of which positions are drifting.
Concentration & factor drift
A view of how concentrations and factor exposures are shifting over time, where risk is quietly building even when no single position looks alarming.
Sector & theme exposure
A map of where the portfolio is actually exposed, by sector and theme, including the indirect and second-order exposure that surface labels miss.
Top-3 attention list
The small number of things across the entire portfolio that most warrant attention right now, with the evidence attached.
Thematic and strategic
4 workflowsResearch organized around themes rather than individual names.
Thematic exposure
A map of which companies are exposed to a theme and to what degree, weighted by how much of each business actually touches it, not reputational association.
Theme contributor ranking
A ranking of the companies most exposed to a theme by genuine contribution, sorting who is a real play on the idea from who is only loosely connected.
Hidden beneficiary discovery
The non-obvious set: suppliers, enablers, and second-order beneficiaries that surface only when the connections between companies are followed rather than their labels.
Theme event tracking
A standing watch on a theme: the developments across its whole universe that signal it strengthening, weakening, or shifting, aggregated into one continuous read.
ESG and stewardship
4 workflowsSustainability and engagement work, on the same foundation and with the same rigor.
SFDR PAI reporting
The principal adverse impact data assembled across a portfolio in the form the SFDR regime calls for, structured, sourced, and ready to feed reporting.
Controversy monitoring
A standing watch for ESG controversies across a portfolio or universe, surfacing incidents and allegations tied to the right company.
SASB scorecard
A sustainability scorecard built around the industry-specific metrics SASB identifies as financially material, drawn from a company's own disclosures.
Engagement priority list
A ranked view of where stewardship attention is most warranted, on the issues where it would matter most, with the evidence attached.
Daily workflow
4 workflowsThe recurring rhythm of a research day, done before it starts.
Morning portfolio brief
A single read on the state of a portfolio at the start of the day: what moved, what was announced, what broke, and what deserves a closer look, drawn together and tied to the right companies.
Pre-earnings calendar prep
A forward view of the reporting season: which covered companies report when, and what to be ready for in each, the open questions and the guidance to test.
Weekend research prep
The queued-up reading and analysis ready for the week ahead, so Monday starts from a prepared position rather than a backlog.
News flow triage
A filtered, prioritized view of the news across a portfolio or universe, separating what is material from what is not, each item tied to the right company.
Single-name analysis
4 workflowsDeep work on one company, produced fast and grounded in sources.
Earnings call analysis
A worked read of a company's results the moment they land: the numbers against expectations and prior periods, the change in guidance, and what is new versus already known.
Material event flash
A fast, focused read on a material development that sets out what happened, why it matters, and what it bears on, the moment it breaks.
Thesis state monitoring
A standing read on whether the case for holding a name still holds, surfacing what supports a thesis and what cuts against it.
New-name due diligence
A structured first pass on a company being considered: the business, financials, history, risks, and open questions, assembled into a coherent starting brief.
Portfolio risk
4 workflowsThe view across the whole book: drift, concentration, exposure, and where attention is needed.
Portfolio thesis drift
A read across the book of where the original case for each holding is weakening, aggregated into a portfolio-wide view of which positions are drifting.
Concentration & factor drift
A view of how concentrations and factor exposures are shifting over time, where risk is quietly building even when no single position looks alarming.
Sector & theme exposure
A map of where the portfolio is actually exposed, by sector and theme, including the indirect and second-order exposure that surface labels miss.
Top-3 attention list
The small number of things across the entire portfolio that most warrant attention right now, with the evidence attached.
Thematic and strategic
4 workflowsResearch organized around themes rather than individual names.
Thematic exposure
A map of which companies are exposed to a theme and to what degree, weighted by how much of each business actually touches it, not reputational association.
Theme contributor ranking
A ranking of the companies most exposed to a theme by genuine contribution, sorting who is a real play on the idea from who is only loosely connected.
Hidden beneficiary discovery
The non-obvious set: suppliers, enablers, and second-order beneficiaries that surface only when the connections between companies are followed rather than their labels.
Theme event tracking
A standing watch on a theme: the developments across its whole universe that signal it strengthening, weakening, or shifting, aggregated into one continuous read.
ESG and stewardship
4 workflowsSustainability and engagement work, on the same foundation and with the same rigor.
SFDR PAI reporting
The principal adverse impact data assembled across a portfolio in the form the SFDR regime calls for, structured, sourced, and ready to feed reporting.
Controversy monitoring
A standing watch for ESG controversies across a portfolio or universe, surfacing incidents and allegations tied to the right company.
SASB scorecard
A sustainability scorecard built around the industry-specific metrics SASB identifies as financially material, drawn from a company's own disclosures.
Engagement priority list
A ranked view of where stewardship attention is most warranted, on the issues where it would matter most, with the evidence attached.
Every one of these started as a blank prompt.
The library is a starting point, not a menu. Each workflow here was built in the Agent Builder, in plain language, with no code. Whatever your team does that is not on this page, you can build yourself, and run it across your whole coverage universe.
Open any of these as a template, reshape it to your own logic, or start from nothing and describe what you need.
Run the common workflows today. Build your own tomorrow.
See the use-case library running against your portfolio, and how each one becomes a template for your own process. These are conversations that matter deeply to us at Orbit.