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 filings, earnings transcripts, investor presentations, news, and Third Bridge expert calls — and reads the relevant passages to reason over them. Answers come back with inline citations to the underlying source.
A note on licensing: full news article text and some expert-network content are not redistributable, so Easel works from the searchable excerpts of those sources rather than reproducing the whole article.
Market data and valuation
For pricing and valuation questions, Easel pulls daily price history with period changes, plus market-cap, enterprise-value, and shares-outstanding snapshots. It uses these to frame moves, size a company, and put estimates in context.
Web search
When a question reaches beyond Portrait's corpus — recent events, primary-source confirmation, industry color — Easel searches the live web and cites the primary sources it used.
Your existing Portrait research
Easel can read what you have already built in Portrait: your case studies, company primers, and datapoint monitors. That means you can ask it to extend a thesis you are already tracking, or to fold a monitor's recent signals into a fresh write-up, without re-establishing context.
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Financial Estimates (Visible Alpha)
How Easel retrieves consensus estimates and revision history — and what your data tier includes.