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
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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 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 the story behind the stock chart
Gain a full understanding of a business’ evolution to drive informed, nuanced investment decisions.
Dig deeper on key issues across decades and industries
Effortlessly conduct in-depth research and analysis to uncover key investment insights.
Take the next step in transforming your investment research
Ready to enhance your investment strategies with AI-driven insights?

Generating ideas squarely in your strike-zone

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

Learn the story behind the stock chart

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

Dig deeper on key issues across decades and industries

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

Take the next step in transforming your investment research

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

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.”

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

“Portrait isn’t just another AI chatbot - it’s a comprehensive research solution that actually understands the nuances of investment analysis. The platform keeps getting better, and the team’s responsiveness to feedback sets them apart. It’s become an essential tool for our research process.”

Partner and Portfolio Manager at $440B Long/Short Fund

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

Analyst at a $4B market neutral fund

“We've evaluated nearly every AI tool available to investors, but Portrait stands out. The Key Debates feature is genuinely differentiated, and the improvements they continue to make show they understand what analysts actually need. At their current pricing, it's a no-brainer for any serious investment team.”

Principal at $6B Long/Short Fund

“Portrait has become an indispensable part of our research process. It’s precise, correct, and saves us massive amounts of time. After testing multiple AI solutions in the market, Portrait is the only one that consistently delivers the accuracy we need.”

Research Analyst at $170B Long/Short Fund

“Our team is notoriously skeptical of new tools, but Portrait has managed to turn our heads. The web search capabilities and research assistant are genuinely helpful, and more importantly, they’re reliable. We’ve found use cases across our entire investment process that we didn’t even expect.”

Founder and President of $3B Long-Only Fund

“After six months of using Portrait, I can confidently say it’s in a different league than other AI solutions we’ve tried. The accuracy and depth of analysis are unmatched, and their commitment to continuous improvement is evident. What used to take our analysts hours can now be done in minutes.”

Founder and Portfolio Manager of $1B Long/Short 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.

Interested? 
Book a demo.

Get in touch to learn more.