Easel

Easel overviewEasel is Portrait's workspace for open-ended, multi-step research. You describe an outcome; Easel plans and carries out supported work using the sources, tools, and context available to your account. Easel availability, session quantities, included usage, data entitlements, and connected surfaces … › Ask Easel a research questionAsk Easel to investigate a question, check the answer, and use follow-up questions to explore the evidence further. Your messages and Easel's responses stay together in a conversation that you can return to later. Before you start Sign in to the web app with access to Easel. Have your question and … › Research, documents, and market dataEasel selects supported sources based on your request. The available source set depends on the connected user, firm entitlements, workflow, and surface. Slack, Teams, email using a linked Portrait account, and CLI require full Easel access on the connected Portrait account. On the CLI surface, the … › Financial estimates from Visible AlphaEasel can retrieve Visible Alpha consensus estimates and revision history when the connected firm has the relevant entitlement. Slack, Teams, email using a linked Portrait account, and CLI require full Easel access on the connected Portrait account. CLI retrieval also requires the account-enabled … › Use My Library in EaselEasel works with your own material alongside Portrait's data. You can bring a file into a conversation, point the agent at it, and have the agent save new work back for you. Upload and mention a file In Ask Easel, open + (Add content) beside the message box, then choose Add files. Select the file … › Create and use an Easel skillA skill is a reusable written procedure for Easel, such as an earnings-call summary structure, a new-company checklist, or a weekly-note format. Invoke a skill explicitly with / when it must govern a request. Skills live in the Skills tab of My Library. Managing skills there does not require full … › Save and export Easel workUse the controls on a supported assistant message when you need a copy outside the Easel conversation: Copy — copy the response to your clipboard to paste elsewhere. Export to PDF — save the supported response text as a formatted PDF. Inline images and charts are not included in the PDF; save them … › Inspect and update Easel memoryEasel can retain selected analyst preferences and company conclusions as editable notes across sessions. This is saved memory, separate from conversation history, Project Research instructions, and a scheduled task's continuity. It does not mean every message or every conclusion is automatically r … › Email a result from EaselIn an interactive Easel conversation, you can ask Easel to email a completed result to your own authenticated account address. This action does not accept an arbitrary recipient, so it cannot directly send your report to a colleague. Review and forward it yourself when appropriate. This is separat … ›