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.
- Research Deep Research and Quick Chat — your personalized army of AI analysts.
- Easel Your autonomous AI equity analyst — multi-step research, data, and synthesis.
- Monitors Track thesis signposts, KPIs, and events across your coverage.
- Screening Repeatable, scalable idea generation with quantitative and textual filters.
- Charts Build line and bar charts from fundamentals, valuation, macro, and estimate-revision data.
- Case Studies Quickly identify the story behind the stock chart.
- Documents & My Library Read and search Portrait's source documents, and manage your own files, notes, prompts, and skills in My Library.
- Data Sources & Partnerships Portrait's data partners and expert-network integrations.
- Integrations & API Connect AI clients over the Portrait MCP server, and use Portrait from Slack, Microsoft Teams, email, and the command line.
- More Custom requests and how to reach us.