User Guide → Charts

Charts

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

• Charts Overview — 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. Finished charts are saved into a project, where they live as cards you can reopen and edit. > ℹ️ Charts is in beta and enabled per account. If you do …
• Building a Chart — ## The steps 1. **Open the editor** from the left navigation. 2. **Choose a data type** — Fundamentals, Valuation, Macro, or Revisions. A chart uses a single type, so every series you add shares it. <img class="guide-shot guide-shot--light" src="/guide/media/charts/data-type-light.png" width="69 …
• Chart Templates — A template is a reusable chart layout with the company left as a parameter. Build the chart definition once — the series, transforms, axes, and chart type — and apply it to any company, so you do not rebuild the same view every time you pick up a new name. <img class="guide-shot guide-shot--light …