Data Sources & Partnerships

Portrait brings the sources an equity analyst relies on into one place, indexed into a single search and analysis pipeline. Every research output — Deep Research, Quick Chat, monitors, screens, and case studies — draws on the same underlying data.

What Portrait draws on

SEC filings — 10-Ks, 10-Qs, and other EDGAR filings, the source of truth for audited financials, management discussion, and risk factors.
Earnings call transcripts — quarterly calls with prepared remarks and Q&A preserved separately, so you can tell scripted guidance from unscripted answers.
News — used for monitoring material events, management statements, and developments between earnings.
Consensus estimates (Visible Alpha) — aggregated sell-side analyst estimates. The depth of estimate data available to you is set by your firm's Visible Alpha agreement.
Expert call transcripts (Third Bridge) — operational insight from calls with industry experts. Available where your account has Third Bridge entitlement; see Third Bridge.
Market data — prices, market cap, enterprise value, and valuation metrics.

Partnerships and access

Most sources are available to every Portrait account. A few depend on a separate agreement — Third Bridge expert calls and your Visible Alpha tier in particular. To turn one on or ask what your account includes, contact the team.