Orbit Platform Documentation
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  • Welcome
  • 1. Introduction
    • 1.1 Orbit Platform Overview
    • 1.2 Key Features
    • 1.3 Target Audience
    • 1.4 Benefits of Using Orbit Platform
    • 1.5 Overview of this Documentation
  • 2. Quick Start
    • 2.1 Accessing Orbit Platform
    • 2.2 Navigating the User Interface
    • 2.3 Basic User Cases
      • 2.3.1 Conducting a Semantic Search
      • 2.3.2 Copilot Chat
      • 2.3.3 Browsing and Using Pre-Defined Bots
    • 2.4 Exploring the Bot Marketplace
    • 2.5 Understanding SaaS Features and Limitations
  • 3. Platform Overview
    • 3.1 Overview of Orbit Platform
    • 3.2 Orbit AI Studio
      • 3.2.1 Data Loaders
      • 3.2.2 Metadata Management
      • 3.2.3 PDF Pre-Processing
      • 3.2.4 LLM Integration
      • 3.2.5 Workflow Automation
    • 3.3 Custom Knowledge Base Creation
    • 3.4 Chat and Search Capabilities
    • 3.5 Bot Marketplace
      • 3.5.1 Overview of the Bot Marketplace
      • 3.5.2 Creating and Managing Bots
      • 3.5.3 Automating Manual Tasks with Bots
  • 3.6 Data Connectors
  • 4. User Guide
    • 4.1 General User Interface
      • 4.1.1 Portfolio Management
      • 4.1.2 Concept Management
      • 4.1.3 Share
    • 4.2 Semantic Search and Chat
    • 4.3 Features on Single Document
    • 4.4 Create Your Knowledge Base
  • 5. Orbit Knowledge Bases
    • 5.1 Introduction
  • 5.2 Global Exchange Filings
  • 5.3 China Earnings Transcripts
  • 5.4 Global Sustainability Reports
  • 5.5 Global Regulation Documents
  • 5.6 Global Earnings Transcripts
  • 5.7 Listed Companies Official Documents
  • 5.8 Private Companies Official Documents
  • 5.9 Google News
  • 5.10 China Bond Documents
  • 6. Off-the-Shelf Bots
    • 6.1 Data Transformer
    • 6.2 Filings Insight Extractor
    • 6.3 Portfolio News Tracker
    • 6.4 Summary Composer
    • 6.5 Financial Statement Navigator
    • 6.6 Earning Call Calendar
    • 6.7 News Flow Tracker
  • 6.8 SmartMonitor Bot
  • 7. Pricing
    • 7.1 Product Options
    • 7.2 SaaS Pricing Structure
  • 7.3 Product Selection Guide
  • 8. Enterprise Deployment
    • 8.1 Deployment Options
    • 8.2 Security and Compliance
    • 8.3 Scaling and Performance
    • 8.4 Integration with Existing Systems
  • 9. Use Cases and Examples
    • 9.1 Investment Research Use Cases
      • 9.1.1 Generate a Research Report with Copilot Chat
      • 9.1.2 Analyse Investment Themes from Annual Reports
    • 9.2 Sustainability Use Cases
      • 9.2.1 Generate an ESG Report with Copilot Chat
      • 9.2.2 Orbit vs Claude vs Perplexity
    • 9.3 Service Provider Use Cases
    • 9.4 Case Studies: Success Stories
  • 10. FAQ and Troubleshooting
    • 10.1 Common Questions
    • 10.2 Contacting Support
  • 11. Appendices
    • 11.1 Glossary of Terms
    • 11.2 Whitepapers
      • Advancing News Analytics for Financial Decision Making
    • 11.3 Release Notes
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On this page
  • 1. Investment Research Analysts
  • 2. Quantitative Analysts (Quants)
  • 3. Portfolio Managers
  • 4. Data and Service Providers
  • 5. Risk Analysts
  1. 1. Introduction

1.3 Target Audience

Orbit platform is a versatile platform designed to meet the specific needs of various professionals within the financial services industry. Its powerful features make it particularly relevant to the following audiences:

1. Investment Research Analysts

Investment research analysts across asset management firms and investment banks will find Orbit Insight indispensable for simplifying the often time-consuming task of document analysis. The platform streamlines the process of gathering and interpreting large volumes of unstructured data, allowing analysts to focus more on generating actionable insights. By automating data extraction and analysis, Orbit Insight enhances research efficiency, enabling analysts to quickly assess market trends, financial statements, and other critical information necessary for making informed investment decisions.

2. Quantitative Analysts (Quants)

For quantitative analysts, especially those working in hedge funds or proprietary trading firms, Orbit Insight offers significant advantages in data processing and analysis. The platform automates the extraction and preparation of data, which is crucial for building and testing quantitative models. With its integration of advanced AI tools, Orbit Insight allows quants to delve deeper into unstructured data, uncovering patterns and insights that can drive the development of innovative trading strategies. This capability ensures that quants can focus on model creation and refinement, rather than on the manual preparation of datasets.

3. Portfolio Managers

Portfolio managers benefit from Orbit Insight through its comprehensive access to both pre-built and custom knowledge bases. The platform provides up-to-date information and detailed analyses that support informed decision-making regarding asset allocation and risk management. Whether managing portfolios for asset management firms or pension funds, portfolio managers can leverage Orbit Insight to monitor market conditions, evaluate investment performance, and make data-driven adjustments that optimize portfolio outcomes. The platform’s ability to provide detailed risk assessments further aids in managing potential exposures effectively.

4. Data and Service Providers

Orbit Insight is particularly valuable for data and service providers who need to enhance the accuracy and efficiency of their data extraction processes. The platform automates the extraction of data from various sources, which not only increases processing speed but also improves the reliability of the data generated. For financial data vendors, this means offering higher-quality datasets to clients, while consulting firms can use Orbit Insight to deliver more robust and insightful advisory services. Additionally, the platform’s capabilities allow service providers to innovate, creating new datasets or enhancing existing products with AI-driven insights.

5. Risk Analysts

Risk analysts in sectors such as insurance and credit rating will find Orbit Insight’s detailed analysis tools essential for evaluating potential risks. The platform enables analysts to quickly process and analyze large datasets, providing timely insights that are crucial for risk assessment. Whether assessing liabilities for insurance companies or evaluating credit risks for rating agencies, Orbit Insight supports analysts in identifying and mitigating risks with greater precision. The ability to respond to emerging risks promptly is enhanced by the platform’s real-time data processing and analysis features.

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Last updated 9 months ago