Research

Deep Research and Quick Chat — your personalized army of AI analysts.

Research — Your Personalized Army of AI-Analysts Create accurate, auditable deep research projects that directly address core company & industry diligence. Gain a full understanding of a business' evolution to drive informed, nuanced investment decisions. Portrait centralizes market data, financials and es …
Deep Research vs Quick Chat — Portrait offers two research modes: Quick Search for instant, conversational insights and Deep Research for comprehensive, audit-ready reports. Both leverage trusted filings, transcripts, and market data to produce structured, analyst-grade outputs that mirror the work of a polished junior analyst …
Select Companies and Sources — Choose the companies and sources you'd like to include in your analysis. Portrait brings together market data, financials and estimates, news, transcripts, and Third Bridge content (for mutual subscribers), with the option to upload your own materials for deeper, customized research. #### Select …
Improve Prompt — Write your own research query and press Ctrl + I to enhance it. Portrait Magic helps you refine your query into a structured, well-defined prompt. Portrait Magic will add context, guardrails, and clear instructions to ensure the output is comprehensive, accurate, and free of hallucination. How it …
Select from Prompt Library — Pick from a curated library of Portrait Prompts, created by our product team of former buyside investors to reflect the real workflows and research tasks they used in their own investment experience.
Export Output — Export outputs in the format that fits your workflow. You can download full reports as PDFs, copy just the executive summary for quick sharing, or copy the entire report into a Word or Google Doc for further editing or collaboration. Tables on Portrait also support clean copy / paste functionalit …