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Orbit Launches Agent Builder: A Game-Changer in Investment Research

On June 3, 2026, Orbit Financial Technology introduced the Agent Builder, a transformative addition to its award-winning AI investment research platform, Orbit Insight. This innovative self-service feature is designed specifically for institutional investment teams, enabling them to create production-grade research agents through conversational workflows. Previously, developing such agents required weeks of collaboration with development teams, but now it can be accomplished in mere minutes without any coding knowledge.

The Need for Flexibility in Investment Research

Institutional investment teams have long experienced bottlenecks in deploying AI technologies effectively within their research processes. Traditionally, customizing an agent to handle specific tasks like stock screening or industry analysis involved a cumbersome specification process and lengthy consultations, making it difficult for teams to adapt to the fast-changing market conditions.

With Agent Builder, those barriers have been removed. This tool allows users to swiftly create tailored agents that meet their precise research needs without reliant delays on external developers. As Da Wei, founder and CEO of Orbit, stated, “Investment teams constantly demand flexibility in defining their own research workflows without waiting on a vendor.”

How Agent Builder Works

The mechanics behind Agent Builder are straightforward yet powerful. Each agent comprises two fundamental components. The first translates user inputs into configurable and structured data extraction processes, which operate seamlessly in the background. The second component utilizes this structured data to generate multiple reports. Users retain full control over the logic at every step of the process, ensuring they can refine and execute it according to their specific needs.

Furthermore, each agent can access both Orbit's extensive knowledge database and the user’s internal data repositories, providing multiple options at the time of their creation.

Integration with Existing Tools

A standout feature of the Agent Builder is its default configuration as an MCP endpoint for all users. This means that any agent produced can be directly accessed by teams utilizing platforms like Claude or ChatGPT Enterprise, integrating seamlessly with their existing workflows.

Additionally, the same data retrieval methods available through the Agent Builder can also be accessed via an API, ensuring that users have a variety of formats to suit their preferences.

The Agent Marketplace

The Agent Builder will be accompanied by the introduction of the Agent Marketplace within Orbit Insight—a library where standard agents, profit analyses, concept screenings, peer benchmarking, ESG scoring, thematic analyses, and news-flow trackers are housed. This marketplace will now feature a dedicated section for users to save and share their custom-built agents, enhancing collaboration and knowledge sharing among investment professionals.

About Orbit

Orbit Financial Technology is recognized as a leader in AI-driven investment research, catering specifically to institutional buy-side teams. The platform not only processes over 70 million documents from more than 75,000 companies spanning 120 countries but also supports a number of the largest global hedge funds. Selected for the IA Engine Innovator Program 2026, Orbit continues to push the boundaries of what's possible in investment research technology. For more insights, visit orbitfin.ai and follow Orbit on LinkedIn.

In an era where time and accuracy are paramount to investment success, the Agent Builder stands out as a strategic advancement that allows teams to take control of their research demands, significantly improving efficiency and responsiveness in investment decision-making processes.