Portrait
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Intelligence by Portrait Research

Turn your track record into a systematic edge

Portrait Intelligence delivers a ranked shortlist of the highest-conviction ideas in your universe — matched to the frameworks behind your best trades and the patterns that actually drive your returns.

Request a strategy call → See the system
Built by investors from Baupost, Citadel, Millennium & Holocene
+45%
Alpha, illustrative — 1-yr back-test basket
12/15
Top-ranked names beat the market
$550B+
AUM across 100+ client firms
The Portrait Intelligence system

Two engines. One self-reinforcing flywheel.

Swing bigger for the setups you own, and stop giving back the gains you have already earned. Advanced Idea Gen finds the pitches in your zone. Post Mortems tell you which swings actually work.

Advanced Idea Gen

We codify the mental models behind your wins, then rank every name in your universe against them. You see the highest-conviction setups first, with the rationale already written.

  1. 01 · Codify your frameworks
    Translate your mental models into explicit, testable screening criteria with the Portrait analyst team.
  2. 02 · Back-test to validate
    Test each framework against your legacy ideas to confirm signal quality, then refine and refresh quarterly.
  3. 03 · Rank your universe
    Portrait's system evaluates and ranks every company in your universe against your ideal setups.
  4. 04 · Act on conviction
    Receive concise primers and full investment memos on top-ranked ideas, in your firm's template.

Post Mortems

Every fund has patterns it cannot see. We read your trade history against contemporaneous context to show what your winners share, and where you reliably leak P&L.

  1. 01 · Integrate your history
    Import your trades. We pull entry and exit dates, position sizes, and returns.
  2. 02 · Enrich with context
    We layer in what was happening at each company across the full lifecycle of every decision.
  3. 03 · Surface the patterns
    Systematic analysis across your full history reveals commonalities in winners and recurring behaviors in losers.
  4. 04 · Review the findings
    We deliver a written analysis with specific, actionable findings, then walk through it with your team.

What clients tell us

"I'd love for AI to tell me where I am winning consistently, and what trading setups I am quietly bleeding out on."

CIO · $500M Long / Short Fund

After you request a call

You see the work before you commit to anything

We do not run a generic demo. Within two business days a member of the product team follows up with a tailored overview and real example outputs, so you can judge the quality yourself.

01 / Call

A call with a former investor

Thirty minutes with someone who has run a book. We map Portrait Intelligence to your process, not a feature list.

02 / Overview

A tailored overview

A written walkthrough of how Advanced Idea Gen and Post Mortems would apply to your strategy, universe, and frameworks.

03 / Outputs

Real example outputs

A sample Advanced Idea Gen primer report and a Post Mortems findings analysis, so you can see analyst-grade output firsthand.

Request access

Access is selective by design

Reviewed by the product team, all former buy-side
Data handled in a secure, isolated environment
No obligation — you see example outputs first
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