Easel

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

What Is Easel — Easel is your autonomous AI equity analyst. Where Quick 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 ma …
Starting & Resuming a Session — ## Start a new session Open **Agent** in the left navigation. The landing screen shows a message composer and your **Recent Sessions** below it. Type your request and send it to begin — the session is created the moment you send your first message. <img class="guide-shot guide-shot--light" src=" …
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, foreig …
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 tie …
Working With Your Documents — 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 the **Upload** button in the composer to add a file mid-session. Once it has been processed, E …
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 …