Easel

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

What Is Easel — Easel is your autonomous AI equity analyst. Where a chat answers a single question and Deep Research runs a fixed report pipeline, Easel is a conversational agent that plans and carries out multi-step investigations on its own — searching Portrait's document corpus and the live web, pulling market …
Starting & Resuming a Session — Start a new session Click Ask Easel in the left navigation. The landing screen shows a composer — Ask Easel anything — with your Recent conversations below it. Type your request and send it; the session is created the moment you send your first message. Ctrl + Shift + E (⌘ ⇧ E on a Mac) starts one …
Research, Documents & Market Data — Easel decides which sources to reach for based on what you ask. You do not pick tools — you describe the question, and the agent assembles the answer from across Portrait's data. Source documents Easel runs semantic search across the full document corpus in a single pass — SEC filings, foreign fil …
Financial Estimates (Visible Alpha) — Easel retrieves Visible Alpha consensus estimates so it can compare reported results against expectations, track how the Street's view has moved, and ground a valuation discussion in real numbers. It can pull both the current consensus and the revision history behind it. What your data tier includ …
Working With Your Library — Easel works with your own material alongside Portrait's data. You can bring a file into a session, point the agent at it, and have the agent save new work back for you. Upload and mention a file Use Add files in the composer to attach a file mid-session. Once it has been processed, Easel inserts a …
Easel Skills — A skill is a written procedure Easel follows when the work calls for it: how you like an earnings call summarized, the checklist you run on a new name, the format a weekly note has to land in. You write it once, and every session that needs it applies it — so you are not restating your standards i …
Saving & Exporting Your Work — Every Easel session is saved automatically, so you can always return to a conversation and its full transcript. When you have a response worth keeping outside Portrait, you have two options on each assistant message: Copy — copy the response to your clipboard to paste elsewhere. Export to PDF — re …