Monitors

Track thesis signposts, KPIs, and events across your coverage.

Inbox — Inbox brings together meaningful updates from across your work and groups them by recency — Today, Yesterday, and earlier. Each entry keeps its source and context close, so you can understand what changed without checking every workflow separately. What lands here Inbox currently brings together f …
Monitors — Monitors help you track critical market shifts and thesis signposts. It's like having a team of capable analysts continuously scanning filings, transcripts, and news to surface developments that confirm or challenge your thesis. What a monitor is A monitor is three things: the companies to watch, …
Scheduled Briefs — A brief is a monitor without a company list. Where a monitor watches named companies, a brief watches the market for topics or events wherever they appear — "CHIPS Act awards", "activist stakes in mid-cap industrials", "FDA approvals in obesity" — and delivers what it finds on a schedule. Use a br …
Track a Thesis — State the thesis, then ask for the evidence that would prove or break it. This is the highest-leverage way to use a monitor: instead of watching a company generally, you watch the drivers your position depends on. The fastest route is the assisted flow — select a company, describe the thesis, and …
Track a Datapoint — Point a monitor at one metric and let it accumulate readings across a company group or sector — store traffic trends, pricing actions, utilization, take rate, backlog conversion. Over time you get a series rather than a set of one-off mentions. Add the companies you care about (a project's compani …
Track Events — Some things matter the moment they happen: M&A, regulatory decisions, management transitions, guidance changes, activist stakes. An event monitor watches for the event itself and tells you which of your names it touches. For events across your coverage, add the companies. For events anywhere in th …
Generate 90-Day Summary — A monitor accumulates updates one at a time. A 90-day summary reads them together: Create a 90-day summary from the monitor and Portrait compiles the relevant datapoints and developments of the last three months into a single synthesis of how the story evolved relative to your thesis. It is the na …