VerityRMS vs Portrait Research

VerityRMS for iOS offers Asset Managers and Investment Professionals a full-featured and modern mobile experience. Equipped with a full suite of consumption and authoring tools, users can harness their firm’s investment process from anywhere.

Portrait is the AI research system for fundamental investors. Investigate companies, answer complex investment questions with cited analysis, and track the developments that matter to your thesis. EASEL Ask a research question and Easel works through it across filings, earnings call transcripts, news and your firm's documents. Answers include tables and figures, with each claim linked to its source. Ask follow-up questions in the same conversation. DEEP RESEARCH REPORTS Take an investment question as deep as it needs to go. Set the question, companies and sources, and get a structured, cited report that brings the findings together for review and further investigation. COMPANY PRIMERS Explore the business model, financials, quarterly developments and key debates in one company view. Follow the evidence to the questions worth pursuing. MONITORS Set the signals that matter to your thesis. Monitors assess new disclosures and news, explaining relevant changes with analysis and sources. SCREENING Describe your criteria in plain language. Combine financial filters with qualitative research to find matching companies and inspect the evidence behind each result. A Portrait account is required to sign in. To get started, contact us at hello@portraitresearch.com.