Getting Started

Set up your first project and learn the core Portrait workflows.

Welcome to Portrait — Welcome to the Portrait Research User Guide. We have focused on delivering helpful insights to get the most out of our research tooling — for idea generation (Screening) and for rapidly building context on companies and industries (Research and Case Studies). The Portrait platform is designed to …
Portrait 101 — **Analyst-grade leverage for mission-critical research workflows.** Think of Portrait as a research system that delivers an army of capable analysts, ready to help you focus on the most actionable ideas with unprecedented speed and depth. Portrait can: - Generate ideas squarely in your strike z …
Create a Project — Organize research around a specific company group, theme, or investment idea. Projects acts as a central workplace to store all Research, Documents, and Monitors tied to a thesis or topic. ### Create a Project There's a couple ways to create a new Project. * Click 'New Project' under "Projects" …
Create a Deep Research Report — Analyst-grade reports tailored to your specific research queries Generate polished, analyst-quality outputs that synthesize data, transcripts, and filings into clear, narratives with attribution to underlying sources. Portrait's research engine sources from reliable, auditable documents to delive …
Create a Monitor — Thesis signpost alerts and value-chain monitoring Monitor key developments and thesis signposts to stay ahead of critical market shifts and company-specific events. Portrait continuously scans filings, transcripts, and news to surface targeted, context-rich alerts that confirm or challenge your t …
Quick Chats — Fast information extraction from high-quality sources Chats delivers fast, conversational answers for quick insights. Users can select high quality source material like filings, transcripts, and news to quickly extract datapoints or commentary on a given topic. Chats support follow-up questions, …