Portrait User Guide

Everything you need to get the most out of Portrait — building context, maintaining it, and generating ideas.

Getting Started

Set up your first project and learn the core Portrait workflows.

Deep Research and Quick Chat — your personalized army of AI analysts.

Your autonomous AI equity analyst — multi-step research, data, and synthesis.

Track thesis signposts, KPIs, and events across your coverage.

Repeatable, scalable idea generation with quantitative and textual filters.

Build line and bar charts from fundamentals, valuation, macro, and estimate-revision data.

Quickly identify the story behind the stock chart.

Read and search company source documents, and manage your own notes and files in My Documents.

Portrait's data partners and expert-network integrations.

Connect AI clients to Portrait over the Portrait MCP server.

Custom requests and how to reach us.