Getting Started

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

Welcome to Portrait — Welcome to the Portrait Research User Guide. Portrait is built to accelerate the investment research process — helping analysts generate actionable ideas, rapidly build context on those ideas, and maintain that context through ongoing research, monitoring, and alerts. The platform is organized alo …
Finding Your Way Around — Everything in Portrait hangs off the left navigation. It collapses to a narrow icon rail and expands to a full panel, so you can keep it out of the way or keep the labels visible. The left navigation Top — where you start work. Ask Easel — your AI equity analyst, and the fastest way to ask anythin …
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 zone Build …
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 are a couple of ways to create a new Project. Click the + next to Projects at the bott …
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 deliver …
Create a Monitor — Monitor key developments and thesis signposts to stay ahead of company-specific events and market shifts. Portrait continuously scans filings, transcripts, and news to surface targeted, context-rich updates that confirm or challenge your thesis. Open Monitors under Tools in the left navigation and …
Quick Chats — Fast information extraction from high-quality sources. ℹ️ On accounts with Easel, Ask Easel replaces Chats in the left navigation and covers the same quick questions plus multi-step work. Existing chats stay readable. See What Is Easel. Select high-quality source material — filings, transcripts, n …