Portrait Research
AI investment research
About
This AI-powered research tool assists fundamental investors by investigating companies and answering complex investment questions with cited analysis. It provides structured reports, company overviews, and monitors key developments, all linked to their original sources.
What's New in Portrait Research
4.30.0
November 5, 2026
- Upload files to My Library from iPhone and iPad. - Create, rename, move and delete folders, and delete files. - Press and hold an item to see its actions. - Write and edit notes, skills and prompt templates on the go. - Mention a library item when you Ask Easel to point it at that file.
MoreFAQ
What is Portrait Research?
Portrait Research is an AI research system designed for fundamental investors. It helps users investigate companies, answer complex investment questions with cited analysis, and track developments relevant to their investment theses.
How does Portrait Research ensure the accuracy of its analysis?
The system provides cited analysis, meaning each claim is linked to its source document, such as filings, earnings call transcripts, or news articles. This allows users to verify information and understand the evidence behind the findings.
Can I ask follow-up questions within Portrait Research?
Yes, the 'Easel' feature allows users to ask follow-up questions within the same conversation. This enables a deeper dive into research topics and a more interactive analysis process.
What kind of reports can I generate with Portrait Research?
You can generate 'Deep Research Reports' by setting your investment question, target companies, and sources. The app will then compile a structured, cited report for review. It also offers 'Company Primers' for a consolidated view of business models, financials, and developments.
Does Portrait Research offer real-time updates?
The 'Monitors' feature assesses new disclosures and news, explaining relevant changes with analysis and sources. This helps investors stay informed about the signals that matter to their investment theses.
How does the screening feature work in Portrait Research?
The screening feature allows users to describe their criteria in plain language. You can combine financial filters with qualitative research to find matching companies and inspect the evidence behind each result.
Is Portrait Research available on multiple devices?
Based on the provided data, Portrait Research is supported on iPhone and iPad, making it accessible for users on Apple mobile devices.
How often is Portrait Research updated?
The latest version, 4.26.0, was released on October 28, 2026. This indicates a commitment to regular updates and improvements for the application.
