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 no …
• Building a Chart — The steps Open the editor from Charts under Tools in the left navigation. Choose a data type — Fundamentals, Valuation, Macro, or Revisions. A chart uses a single type, so every series you add shares it. Add a series. Pick the category and series, then bind it — a company for Fundamentals, Valuati …
• 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. Create and edit a template Create a templ …