Orbit's Agent Builder Revolutionizes Investment Research with AI Innovation

Introduction

Orbit Financial Technology, a notable name in AI-driven investment research, has unveiled a groundbreaking tool called Agent Builder. This innovative feature transforms the way institutional investment teams perform research, allowing them to create their very own professional-grade research agents through interactive conversations. Previously tedious workflows that would take weeks can now be completed in mere minutes, without needing the intervention of engineers.

What is Agent Builder?

The Agent Builder feature is integrated within Orbit Insight, designed to address a significant barrier in the adoption of AI by institutional investors: ensuring that a research platform can exactly cater to specific team needs. Customizing an agent for a particular workflow—be it stock analysis, corporate dashboards, or ongoing industry monitoring—typically required extensive consultations and months of iterations. However, with Agent Builder, this lengthy cycle is condensed into a single session that offers flexibility for adjustments and ensures high accuracy.

Da Wei, founder and CEO of Orbit, emphasizes this innovation, stating, "Investment teams often request the ability to define their own research workflows without relying on a vendor. Agent Builder provides exactly that, seamlessly integrated into the platform they are already using."

How Agent Builder Works

Each agent created through Agent Builder consists of two core components. The first component translates user requirements into a structured and configurable data extraction that operates on the server. The second component can generate an array of reports from that single set of structured data. Users have the ability to review logic at every level, edit it, and re-run it as needed, which encourages precise tailoring of research outputs.

The agents can access datasets from Orbit's knowledge base, user-connected internal data, or a combination of both, allowing for a customizable setup that fits each team's unique requirements.

Native MCP Endpoint

Every agent developed in Orbit Insight automatically becomes an MCP endpoint for the user. This means that teams leveraging platforms like Claude, ChatGPT Enterprise, or their proprietary copilot tools can effortlessly integrate and interact with specific agents. The data flows seamlessly through the API in a self-service model.

Inside the Agent Marketplace

Agent Builder is part of the Agent Marketplace within Orbit Insight. This marketplace serves as a repository for predefined agents encompassing various functions such as earnings analysis, concept selection, benchmark analysis, ESG scoring, thematic analysis, news tracking, and much more. With the launch of Agent Builder, the marketplace now includes a new section dedicated to the personal library of agents that each user creates.

About Orbit

Orbit stands as a distinguished AI investment research platform utilized by institutional asset management teams. Asset managers, hedge funds, and corporate strategy teams leverage Orbit to apply their proprietary research frameworks at scale, covering each essential report, transcript, and news source. The platform efficiently processes 70 million documents annually from over 75,000 companies across 120 countries and 80 exchanges. Orbit serves 7 of the top 20 global hedge funds and was selected for the AI Engine Innovation Program 2026. For further information, visit orbitfin.ai and follow them on LinkedIn.

Conclusion

The introduction of Agent Builder by Orbit Financial Technology marks a significant leap in AI-driven investment research capabilities. By empowering teams to quickly build tailored research agents, it offers a glimpse into the future of institutional investing, where efficiency and customization are within easy reach. Investors can now navigate complex data landscapes with unprecedented agility and precision, setting the stage for a new era in investment research.