> For the complete user guide index, see [llms.txt](https://portraitresearch.com/documentation/llms.txt).

# Company documents

[Canonical page](https://portraitresearch.com/documentation/company-research/documents/)

## Applicability

- **Task:** Locate company sources and check material claims in company research against cited evidence
- **Access:** Portrait account and applicable data entitlements
- **Audience:** Portrait users inspecting company source material
- **Surfaces:** web
- **Availability:** Production with source- and account-dependent access
- **Content type:** reference
- **Last reviewed:** 2026-10-08

Company documents are the source materials Portrait associates with a company. The available corpus can include regulatory filings, earnings transcripts, investor presentations, news, and entitled expert-call content. These documents also provide evidence for checking generated Company Primers and Case Studies.

## Open company documents

1. Open a company.
2. Select **Documents**.
3. Filter by document type or period when those controls are available.
4. Open the document or permitted excerpt.

## Access and display depend on the source

Licences determine whether Portrait can show full text, an excerpt, a citation, or an outbound link. Access can also depend on your firm's entitlement. A document appearing in search does not imply that every connected surface can retrieve or redistribute its full content.

Examples of relevant constraints include:

- some news content is searchable but cannot be reproduced in full;
- expert-call access depends on the firm's agreement;
- connected surfaces can exclude providers that are available in the web app.

<span id="verify-generated-claims"></span>

## Check a claim against its source

Use this procedure for generated Company Primer and Case Study content. A citation associates nearby text with a source or excerpt. It does not by itself prove that every part of the statement is supported or that the conclusion is correct.

1. Identify the precise claim you need to check, including its company, value, unit, currency, date or reporting period, comparison basis, attribution, and material qualifiers.
2. Select the citation number after the claim when it is interactive.
3. Confirm that the source title, company, document type, publication date, and reporting period apply to the claim.
4. Compare the claim with the cited passage and enough surrounding context to preserve qualifications, uncertainty, and the speaker's meaning.
5. Separate what the source states from Portrait's synthesis or inference. Chronology, correlation, or a cited forecast does not establish causation or a realised outcome.
6. Repeat the check for each material part of a sentence. One citation can support only part of a compound claim.

A material claim is verified against the cited source only when you can identify the supporting passage and the relevant context agrees with the claim. This source check does not establish that the source itself is independent, current, or correct.

### Interpret the citation state

| What you see | What it establishes | What to do |
| --- | --- | --- |
| A citation number you can select | Portrait can open available source content in the app or at an external source. | Inspect the cited evidence and its surrounding context. Do not infer support from the document title alone. |
| A citation number you cannot select | Portrait cannot expose a usable source target for that citation. | Treat the claim as unverified until you can check it against another permitted source. |
| A document row that explains why it cannot open | Portrait has a record of the document but no readable copy for this surface, for example because of licensing or because the source is structured data rather than a document. | Use another permitted representation or source. Do not treat the row's presence as verification. |
| No citation beside a material claim | The output does not expose supporting evidence for that claim. | Verify the claim separately before relying on it. |

### If the evidence does not support the claim

- Check the surrounding passage, table, footnotes, reporting period, and units before concluding that the source conflicts with the claim.
- Prefer the relevant primary filing, transcript, presentation, or issuer publication when it is available and permitted.
- If the source supports only part of the claim, retain only the supported part or mark the whole claim as partially verified.
- If sources conflict or the evidence remains unavailable, preserve the discrepancy and treat the claim as unverified. Do not silently choose the preferred result.
- If an interactive citation repeatedly fails to open, refresh the page and try again. If the problem persists, [contact Portrait support](https://portraitresearch.com/documentation/more/contact-us/) with the company, surface, citation number, and visible error. Do not send licensed or private source text.

For your own uploads and notes, use [My Library](https://portraitresearch.com/documentation/documents/my-library/).