User guide
Charts
Build line and bar charts from supported company, valuation, macro, and revision data.
Charts overviewCharts is Portrait's data-visualization builder. You pick a data category, add one or more series, and the editor renders a live line or bar chart. A saved chart is assigned to a Project and appears in the chart editor's Recent or My charts library, where you can reopen it. Note Charts is in beta. …
Build a chartCharts is in beta. It is available in the web app; individual series still depend on source connection, coverage, and entitlement. Before you start Choose one company and a supported data series. Start with a single series so that you can check its value, unit, and dates before adding comparisons …
Chart calculations and dataThis reference applies to the web Chart Editor, which is in beta. Source coverage and account access determine which inputs are available. A transform changes the value being plotted; always check its definition, period, and units before interpreting the result. Transforms In the formulas below, x …
Chart templatesCharts and chart templates are in beta. They are available in the web app; individual series still depend on source connection, coverage, and entitlement. A template stores a reusable chart definition. Company-bound series become parameters; macro series and fixed market indexes can remain part of …