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 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. Our system is organized along three key workflows:

Context Building — Deep Research, Quick Chats, and Case Studies
Maintaining Context — Monitors and the Research suite
Idea Generation — Screening

Let's get started.