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Introducing Mosaic: Turn your investment criteria into a researched, ranked shortlist—and inspect the work behind each name. Learn more

The AI research system for fundamental investors

Investigate companies, answer complex investment questions with cited analysis, and track the developments that matter to your thesis.

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Built by investors from Baupost, Citadel & Millennium

Join over 100+ investment firms using Portrait to power idea generation, investment research, and ongoing monitoring.

  • $440M Long/Short fund Partner & Portfolio Manager
    Portrait isn’t just another AI chatbot — it’s a research solution that actually understands the nuances of investment analysis.
  • Multi-billion-dollar long-only fund Portfolio Manager
    Screening is great, but it’s just a starting point. I want to see the context, see the deep dive before assigning it to one of my analysts.
  • $6B Long/Short fund Principal
    We’ve evaluated nearly every AI tool available to investors, but Portrait stands out. The Key Debates feature is genuinely differentiated.
  • Multi-billion-dollar L/S Tiger Cub Chief Investment Officer
    It’s frustrating to think that there are likely dozens of great ideas out there which squarely fit into our investment strike zone …and I’m totally unaware of them.
  • $1B Long/Short fund Founder & Portfolio Manager
    What used to take our analysts hours can now be done in minutes.

The research infrastructure behind your platform and ours

Portrait brings together financial intelligence, analytical tools and research execution to power our platform and the agents and applications you build. Explore the integrations

In-depth research across your investment universe.

Understand companies, investigate the questions that matter, find where to look next, and follow the evidence as it changes.

Find new investment ideas that fit your criteria

Describe your criteria in plain language. Combine financial filters with qualitative research to find matching companies and inspect the evidence behind each result.

Explore screening
A crop of the Screening product demo’s completed results: five matched cooling suppliers, with AAON’s qualitative reasoning and original sources expanded and the screening filters open in a popover. The same results and controls appear in the full Screening demo. Selected historical examples, not a live or exhaustive run.

Track what matters to your thesis

Set the signals that matter to your thesis. Monitors assess new disclosures and news, explaining relevant changes with analysis and sources.

Explore thesis monitoring

Understand the business and the investment debate

Explore the business model, financials, quarterly developments and key debates in one company view. Follow the evidence to the questions worth pursuing.

Explore company research

Take an investment question as deep as it needs to go

Set the question, companies and sources. Get a structured, cited report that brings the findings together for review and further investigation.

Explore Deep Research

Research and rank companies against your investment framework

Evaluate companies against your financial criteria and qualitative questions. Compare and rank the results, with the underlying research available for review.

Explore Mosaic
  • Conagra Brands
  • Occidental Petroleum
  • Rexford Industrial Realty
  • SoftwareOne Holding AG
  • Hexcel Corporation
  • Teradyne
  • nVent Electric
An illustrative research universe brings SoftwareOne into focus. The research process plans work around the investment framework, investigates questions in parallel when available, cross-checks sources and peer research, and preserves findings, conclusions, and gaps. Completed research can inform a separate comparison and ranking phase. This describes the process rather than activity from an actual run.

Introducing Easel

Portrait’s agentic research layer—bringing proprietary intelligence and purpose-built infrastructure together with your firm’s knowledge and investment process.

See how Easel works
Easel brings together four foundations: proprietary intelligence and agentic infrastructure from Portrait, and institutional knowledge and investment methodology from your firm. It investigates using company research, financial data, selected firm documents and defined research procedures.

Proprietary intelligence

Draw on Portrait’s maintained company research—business fundamentals, reporting history, relationships and investment debates—to interpret evidence and uncover connections.

Investment methodology

Define research procedures around your process: the questions to pursue, sources to prioritise, materiality thresholds and format of the final work.

From the Portrait team

Our standard for investment research

We’re building Portrait to expand what investment teams can take on: the businesses you can understand, the ideas you can test and the developments you can follow. Your investment judgement should set the direction.

That takes sustained work on both research and technology. We bring financial sources together, build company intelligence and develop the analytical tools and infrastructure that turn investment questions into substantial research.

You can work directly in Portrait, or work with us to bring its research, tools and execution into your own agents and applications. These approaches can work together, in service of the research process your firm wants to build.

Our commitment is to keep strengthening that capability alongside the people who use it. That means working through demanding questions together and understanding your standards. We take responsibility for the quality of what we deliver: work you can examine, challenge and take further.

Tell us what you want to understand better, or what you’re building. We’d like to work on it with you.

A research platform for fundamental investment teams.

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