The short answer
Start with disclosures, research excerpts, and notes you already have. Ask Orlino to extract sourced facts, compare authors’ viewpoints, and list unanswered questions. A research summary is not investment advice, a live market feed, a return forecast, or an instruction to trade.
What to bring
- Reports or disclosure excerpts you have permission to use, with links to the original sources.
- Publication dates, reporting periods, currencies, and accounting definitions. Label forecasts separately.
- A focused research question, such as “How do these sources explain the change in demand?”
A practical way to approach the task
Keep a source with each fact
Record the source, date, reporting period, and location of the relevant passage. Mark missing metrics as unknown instead of filling them in from memory.
Attribute opinions to their authors
Use phrasing such as “The report’s author expects…” and preserve the assumptions. A forecast should not become a statement about something that already happened.
Turn conflicting claims into follow-up questions
If two figures disagree, compare reporting periods and units before checking the original disclosure. Keep unresolved differences visible.
A prompt you can make your own
Replace the bracketed text before pasting this into Orlino. Share only material you have permission to use.
Organize only the investment research material I provide. Do not give buy/sell recommendations or predict returns. Output: facts with sources, dates, and source locations; authors’ views and assumptions; conflicting claims; risks; and questions to verify. Label missing information as unknown. Do not invent live prices or place trades. Research question: [Your question] Materials and sources: [Paste excerpts and source labels]
Make each claim traceable
These are information categories, not analysis of a real security or an investment recommendation.
| Material | Type | How to record it |
|---|---|---|
| Revenue for a stated period | Historical fact | Keep the period, currency, and disclosure reference. |
| An author expects stronger demand | Opinion or forecast | Attribute it and preserve the assumptions. |
| Two sources report different figures | Needs verification | Compare the period and reporting definitions. |
What does a usable result look like?
- Facts, opinions, and unknowns are clearly separated.
- Important claims have real sources and dates—no invented citations.
- The summary does not imply stock picks, guaranteed returns, or authorization to trade.
Common questions
Do the Longbridge and Alpaca logos mean automatic trading is available?
No. The ecosystem illustration does not mean every connector is available or that a real trading account is authorized. Check the app for actual capabilities and access requirements.
Can AI confirm that my report is up to date?
Not from historical material alone. Check the original publication and any subsequent updates. Without a current source, state the information’s date rather than calling it current.
About this example
This is a practical guide, not a live task. Except for the clearly labeled weekly-update example, examples are editorial illustrations, not customer results. This website does not access your accounts, submit your material, or execute tasks. Available tools and outputs depend on the app and your permissions.