Portfolio

A portfolio is the brand context you pre-load into Consumr.AI before doing any research. It tells the platform who you are, what industry you’re in, and who your competitors are, so every recommendation, segment name, and AI twin interaction happens in the right frame of reference without you having to re-explain yourself each time.

What a portfolio contains

A portfolio is typically a brief industry description plus a list of competitors. For example, a portfolio might be defined as “United States Auto Insurance” with a set of named competitors. That’s enough for the platform to understand the category you’re working in.

What the portfolio powers

Recommendations and auto-written content. When you click “recommend” on a segment definition, the platform doesn’t start from scratch; it reads the portfolio first. That’s why the generated segment name and description already reference concepts like “seeks auto insurance solutions” or “easy to understand, customizable coverage” without you mentioning those terms.

Relevance without prompting. Even if you never name your brand in a conversation, the platform knows what world it’s operating in because the portfolio is always loaded. This removes the friction of re-establishing context in every session.

The questioner becomes a brand representative

The portfolio also shapes how AI twins treat the person asking questions. When you operate within a portfolio, say, an American Express portfolio, the platform registers you as a representative of that brand. AI twins will answer in the context of your brand by default: they’ll speak to what they think and feel about your products, your competitors, your category.

But the role you’re asking from matters: sometimes you want the brand-representative framing, and sometimes you want to step back and ask as a neutral researcher. See the AI Twins page for how questioner roles let you switch between these modes.