Create a Project

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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.

The Projects list with existing projects in the sidebar

Create a Project

There are a couple of ways to create a new Project.

Click the + next to Projects at the bottom of the left navigation (Ctrl + O, or ⌘ O on a Mac).
Move an existing research output into a new Project from its row actions.

Select Companies

The companies you select define your Project's starting universe. Portrait will automatically suggest relevant Datapoint Monitors tied to those companies to help you track key drivers immediately.

Manual: Search and add tickers

The company search field where you type a ticker or company name to add it

Help me Choose: Type in the type of business you're looking to track, and Portrait will generate an editable list of potential companies to include.

The Help me Choose button inside the company picker

Once created, the Project overview brings together its companies, research, charts, and monitors in one place. Projects you no longer need can be archived, and restored later from Settings → Archived.

A Project overview page showing its companies, research, and monitors

Up next

Create a Report

Create accurate, auditable deep research projects that directly address core company & industry diligence.