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Agentic research system for fundamental investors
Updated
Portrait is an AI research system for fundamental investors, now presented at portraitresearch.com. Its agentic research layer, Easel, investigates questions using company research, financial data, firm documents and defined procedures, and returns memos, spreadsheets and charts. The vendor says more than 100 investment firms use it.
Analysts ask a question or set criteria, and Easel combines Portrait's maintained company research, financial data, your firm's documents and defined procedures to produce an answer with sources. Monitors then watch disclosures and news against your thesis. Engineering teams can reach the same content and retrieval through the API.
Investment teams such as funds, portfolio managers and analysts, plus AI and engineering teams building proprietary agents on Portrait's data and tools.
Portrait does not list prices on its main page. The site offers a free trial and a demo booking.
Aiera focuses on earnings calls and event-driven coverage, rather than agentic research memos. Hudson Labs applies AI to company filings and financial analysis for investors. Bigdata.com provides a data and search layer for financial content that teams build on.
Pricing Model
Subscription
Starting Price
Contact vendor
Free Options
Free trial
Portrait Analytics for individuals and growing teams. See portraitanalytics.ai for current pricing.
Portrait Analytics for larger organizations with security and admin needs. Contact sales for a quote.
| Feature | Pro Popular | Enterprise |
|---|---|---|
| Company research reports | , | |
| Idea generation | , | |
| Higher usage limits | , | |
| Integrations | , | |
| Email support | , | |
| Everything in Pro | , | |
| Thesis tracking | , | |
| Source citations | , | |
| SSO and admin controls | , | |
| Dedicated support | , |
Other
Communication
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Licensed financial content grounding layer for AI agents
The Co-Analyst: AI research on US public company filings
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