Charts 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. It is available in the web app; individual series still depend on source connection, coverage, and entitlement.
The five data categories
Every chart uses one data category. Series in that category can still come from more than one provider:
| Category | Source | Examples |
|---|---|---|
| Fundamentals | Visible Alpha | Revenue, EPS, margins |
| Valuation | S&P, Visible Alpha | Price, market cap, enterprise value, P/E |
| Macro | FRED | CPI, interest rates, GDP |
| Revisions | Visible Alpha | How consensus estimates have moved |
| Company Data | Visible Alpha | Per-company modeled line items |
Fundamentals, Revisions, and Company Data series are bound to a company. Company Data also uses a company-specific parameter and as-of revision. Valuation can be bound to a company or market index. Macro series stand alone.
Access requirements
Availability varies by source:
- Macro (FRED) requires a user-connected FRED API key under Settings → Connections. The editor prompts you to connect one the first time you pick Macro. See Settings & Your Account.
- Estimate Revisions and Company Data require the applicable Visible Alpha entitlement.
For accounts without full Visible Alpha access, the editor can display at most three Visible Alpha series at once. A derived series that uses Visible Alpha inputs can also count towards that limit. Additional configured series may be hidden with a licensing message; this is not evidence that their underlying company data is missing. See Chart calculations and data for the precise scope, units, date ranges, and missing-value rules.
Transforms and derived series change the meaning of plotted values. For example, Two-year stack % adds two annual growth rates; it does not calculate compounded two-year growth. Verify those definitions before using a chart in a report.
Up next
Walk through choosing a data type, adding series, applying transforms, and saving to a project.