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Deep Research

# The depth your investment questions demand

Investigate companies, compare peers and pressure-test theses. Bring financial sources and your own research together in a structured, source-backed report.

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An illustrative ORCL investment thesis memo opens the relevant passage in Oracle’s Q2 FY2026 earnings-call transcript, then opens the report’s source inventory.

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**100+ client firms**$550B+ AUM across those firms

## A research engine for complex investment questions.

Set the scope. Portrait searches the available material, builds a research plan, and reads the relevant sources to investigate your question.

### Microsoft: AI investment and cash generation

MSFT · FY2023–FY2025

Email me when the report is ready

1. Reviewing sources

   Found: 9 company materials · 3 Third Bridge documents · 8 news articles · 3 of your documents · 2 project notes. Enabled: web search. Visible Alpha available (full access)
2. Building your research plan
3. Writing report sections

   2 of 4 report sections complete

   1. Cloud demand and revenue quality
      Complete
   2. Capital intensity and cash conversion
      Complete
   3. Competition and pricing power
      In progress
   4. Downside risks and open questions
      In progress
4. Writing the executive summary
5. Finalizing the report

Elapsed 11m 32s

## Financial sources and your research, brought together.

Combine financial data, live sources and entitled research with your team’s documents and company knowledge. Project instructions keep the investigation focused on your priorities.

Research question

How durable is Microsoft’s cloud growth, and what does the investment required imply for cash generation?

MSFT · FY2023–FY2025

### Financial sources

- Regulatory filings
- Earnings transcripts
- Investor presentations
- Financial data & estimates
- Expert calls, news & live web

### Your team’s research

- Investment memos
- Financial models
- Research notes
- Internal presentations
- Research instructions

![Portrait Research](https://portraitresearch.com/static/img/portrait-lockup.262abdd641a5.svg)
**Microsoft: AI investment and cash generation**
MSFT · FY2023–FY2025

## Research templates built by former buy-side analysts.

Start with frameworks for company research, earnings preparation and investment debates. Adapt them to your companies, sources and questions.



The library includes Company Primer, Earnings, Deep Dive, and Industry templates. AI Disruption Risk is selected in this product preview.

## Take the report where your team works.

Bring the findings into the documents and discussions your team uses to review an investment.

- **PDF**Export the Portrait Review on its own or include the Appendix for the supporting analysis.
- **Word & Google Docs**Copy the report as rich text, with tables ready to carry into your working documents.
- **Share in Portrait**
  Share a report with teammates so they can read and review the research in Portrait.