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 thesis.
You can also generate 90-day summaries that distill the most relevant datapoints and developments shaping your investment thesis.
There are several ways to create a Monitor
- Select an auto-generated Monitor based on a company
- Select an auto-generated Monitor based on a thesis
- Enter KPIs, industry trends, or themes relevant to your thesis you want to track
Option 1: Auto-generated Monitor based on a Company
Input a ticker and have Portrait suggest Monitors. Monitors based on companies in your Project will also get auto-generated for you to pick from.
Help me create a monitor: Based on a single ticker
Suggested monitors will be created based on one company selection.
Suggested Monitors in Project
Portrait will auto-generate Monitors based on companies in your Project to choose from.
Option 2: Auto-generated Monitor based on a Thesis
Select a company and input your thesis statement.
Help me create a monitor: Based on a single ticker
Suggested monitors will be created based on your investment thesis.
Option 3: Create your own
Name your Monitor, select Companies and Sources, then input datapoints for Portrait to keep you updated on.
