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GENERATE HIGH-CONVICTION INVESTMENT THESES IN RECORD TIME


Portrait Analytics is the newest member of your investment team, built to save
you time and money in your investment research process
Book a Demo
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Built by investors from firms like Baupost, Citadel, and Millennium

Trusted by investment professionals across firms
managing $550+ billion of AUM
Discover
Develop
Research


DISCOVER NEW IDEAS THAT ALIGN WITH YOUR INVESTMENT OBJECTIVES.

Screen for companies that fit nuanced qualitative and quantitative criteria.
‍
Whether it's finding ideas that fit into your firm’s “mental models”, or
identifying companies most impacted by a key development or trend, Portrait can
surface the most relevant names for you to dig into.




DEVELOP A FEEL FOR HOW THE STORY HAS CHANGED OVER TIME IN ORDER TO CONTEXTUALIZE
THE SET-UP TODAY.

Review interactive and evergreen reports to learn about the basics of the
business model, the company’s financial performance and key developments, and
the bull/bear debate around the name.
‍
With Portrait, you’ll build context and qualify new ideas in a fraction of the
time.




FEEL LIKE YOU’VE COVERED AN INDUSTRY OR SPECIFIC COMPANY FOR YEARS BY DIVING
DEEPER USING PORTRAIT’S AI RESEARCH ANALYST.

Ask Dorian, Portrait’s AI-powered research analyst, to help answer queries about
companies and industries that arise throughout your research.
‍
Dorian’s ability to search and reason over thousands of documents means that the
answer to key diligence questions is always at your fingertips.




OUR AI-POWERED PLATFORM ACCELERATES AND DEEPENS KEY STEPS OF THE INVESTMENT
RESEARCH PROCESS, MAKING YOU 10X FASTER AS YOU…

Generate ideas squarely in your strike-zone
Unlock high-potential investment opportunities that align with your strategic
focus and market expertise.
Learn More
Learn the story behind the stock chart
Gain a full understanding of a business’ evolution to drive informed, nuanced
investment decisions.
Learn More
Dig deeper on key issues across decades and industries
Effortlessly conduct in-depth research and analysis to uncover key investment
insights.
Learn More
Take the next step in transforming your investment research
Ready to enhance your investment strategies with AI-driven insights?
Learn More

GENERATING IDEAS SQUARELY IN YOUR STRIKE-ZONE

Unlock high-potential investment opportunities that align with your strategic
focus and market expertise.
Learn More


LEARN THE STORY BEHIND THE STOCK CHART

Gain a full understandin
g of a business’ evolution to drive informed, nuanced investment decisions.
Learn More


DIG DEEPER ON KEY ISSUES ACROSS DECADES AND INDUSTRIES

Effortlessly conduct in-depth research and analysis to uncover key investment
insights.
Learn More


TAKE THE NEXT STEP IN TRANSFORMING YOUR INVESTMENT RESEARCH

Ready to enhance your investment strategies with AI-driven insights?
Learn More



WHAT OUR USERS ARE SAYING

Check out our latest testimonials from multiple success stories.

"I've historically struggled to make screens actually useful. Portrait's idea
search engine is a powerful tool for my idea generation process."

Principal at a $30B long-only fund

"As an industry generalist, Portrait's case studies help me close the knowledge
gap to peers who have followed stocks for years."

Principal at a $30B long-only fund

"It's obvious this was built by someone who's been an analyst!"
‍

‍

Analyst at a $4B market neutral fund






“I've historically struggled to make screens actually useful. Portrait's idea
search engine is a powerful tool for my idea generation process.”

Analyst at $9b L/S fund

"As an industry generalist, Portrait's case studies help me close the knowledge
gap to peers who have followed stocks for years."

Principal at a $30B long-only fund

"It's obvious this was built by someone who's been an analyst!"

‍

Analyst at a $4B market neutral fund







BUILT BY BUY-SIDE INVESTORS, FOR BUY-SIDE INVESTORS

As former investment analysts ourselves at firms like Baupost, Millennium, and
Goldman Sachs, we were once in your shoes: chronically time-strapped and
constantly seeking more efficient ways to navigate the deluge of data from
filings, transcripts, and research.
Our vision is a future in which every investment firm has a super-powered
research assistant on their team to help with this challenge. The result is a
world in which human analysts spend more time researching and thinking at the
top of their creative powers, ultimately leading to differentiated and superior
investment judgment.
Get Started


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