User Guide → Research

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 Companies

Portrait offers two ways to choose:

1. Search for companies or tickers

Quickly find and add specific companies/tickers.

1. Help me choose tool

Describe the type of companies you're looking for, and Portrait will automatically generate a curated list of relevant names you can add to in one click.

Select Sources and Date Range

Portrait ingests new documents as they're published, giving you an up-to-date set of sources to choose from. Investors can upload their own internal materials to choose from.

External Documents

Select from primary sources like filings, transcripts, presentations, and expert calls. And have the option to expand your scope by including web and news sources.

Internal Documents

Upload your own documents to a Project and select them as source materials to include in your analysis.