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For AI & engineering teams

Build investment research into your AI stack

Give your applications and agents financial context, analytical tools and the capacity to carry out multi-step research.

Discuss your integration

Build your edge.
We maintain the research stack.

Portrait maintains the financial data, company intelligence, retrieval and research execution beneath your product. Your team owns the application and directs the investment process.

Financial data & retrieval

Retrieve company documents and financial data—or run research across public and entitled sources—by company, period or question.

Company intelligence

Add Portrait’s company primers, quarterly analysis and mapped business relationships to your product.

Multi-step research execution

Easel runs specialized financial workflows across Portrait intelligence and the sources available to each assignment.

Give Easel the research assignment.
Get the work back in your product.

Run and continue investment research from your application. Easel puts Portrait’s research stack to work and returns source-backed analysis with the memos, spreadsheets, charts and PDFs the assignment calls for.

An illustrative Easel workflow: an analyst asks to stress-test Fastenal’s five-year cash flow, references a scenario document and sends the assignment. Easel retrieves company research, reviews filings, compares financials and returns source-backed analysis with an Excel workbook. A citation opens the original filing, highlights its supporting passage and zooms in to read it. The analyst then requests a committee brief and opens the delivered five-page PDF. The film closes with the Portrait symbol and the slogan: Put Portrait intelligence to work in your systems. This demonstration does not execute research or send requests.

In your app. In your agent.
In your terminal.

Use Portrait where your systems already run—delegate research to Easel from your application or terminal, or extend your own agents with Portrait intelligence and research tools.

Easel API

Run Easel inside your application. Start or continue research, follow execution and bring generated work into your product. Explore Easel’s capabilities

MCP

Connect your existing agent to Portrait intelligence, existing research and supported research tools through MCP. Connect with MCP

CLI

Run and continue Easel research from your terminal or coding agent, using your own documents and generated files. Get started with the CLI

Research details

A research system
built around your firm.

Portrait engineers build and maintain Custom Deployments that combine the research capabilities your firm needs with your data, investment framework and controls. Your firm owns its data and directs the research.

Your data and controls

Put your firm’s research, models and data to work. Define what the research system can access and who can use it.

Your framework and methods

Build your investment framework, analyst methods, templates, source priorities and research standards into the procedures that guide the work.

Portrait engineers, assigned to you

Portrait’s Engineering and Product teams build custom workflows, connectors and permissions, then manage orchestration, upgrades and maintenance.

Let’s discuss how Portrait fits into the systems you’re building.

Work with our team to evaluate Portrait’s financial intelligence and research execution, and define how to integrate them into your applications and agents.

Book a demo

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