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

# Workspace navigation

[Canonical page](https://portraitresearch.com/documentation/documents/workspace-navigation/)

## Applicability

- **Task:** Locate core workflows and settings in the web app
- **Access:** Portrait account
- **Audience:** New Portrait users
- **Surfaces:** web
- **Workflow status:** current
- **Availability:** Production with account-dependent capabilities
- **Content type:** reference
- **Last reviewed:** 2026-09-24

The web app's primary destinations appear in the left navigation. It collapses to a narrow icon rail and expands to a labelled panel.

## The left navigation

**Top** — where you start work.

* **Ask Easel** — ask a research question or continue a conversation. See [Easel overview](https://portraitresearch.com/documentation/easel/what-is-easel/).
* **Search** — opens the Command Center (see below).
* **Inbox** — what changed since you last looked, with an unread count. See [Inbox](https://portraitresearch.com/documentation/monitors/inbox/).

**Tools** — research, charts, screening, and monitoring.

* **Deep Research** — scoped reports with a Portrait Review and supporting Appendix. See [Deep Research overview](https://portraitresearch.com/documentation/research/research/).
* **Charts** — build charts from fundamentals, valuation, macro, estimate-revision, and entitled Company Data series. See [Charts overview](https://portraitresearch.com/documentation/charts/charts-overview/).
* **Screening** — apply quantitative and qualitative filters to a company universe. See [Screening overview](https://portraitresearch.com/documentation/screening/introduction-to-screening/).
* **Monitors** — ongoing coverage of your thesis. See [Monitors overview](https://portraitresearch.com/documentation/monitors/monitors/).

Enabled accounts can also show **[Mosaic](https://portraitresearch.com/documentation/mosaic/overview/)** here, and **[Scheduled](https://portraitresearch.com/documentation/scheduled-research/overview/)** (Scheduled Research) in the top group, below **Ask Easel**. These entries depend on account access; they are not a universal workspace layout. If an expected tool is absent, check [Availability and access](https://portraitresearch.com/documentation/reference/availability-and-access/).

**Reference** — what Portrait and you have already built.

* **Companies** — the company catalog. Open a supported company for its available Primer, Case Study, relationships, documents, and associated research. See [Company Research overview](https://portraitresearch.com/documentation/company-research/overview/).
* **My Library** — your files, notes, prompt templates, and Easel skills. See [My Library](https://portraitresearch.com/documentation/documents/my-library/).

**Projects** — your recent projects, with a **+** to create one. See [Projects](https://portraitresearch.com/documentation/documents/projects/).

## Command Center

Press **Ctrl + K** (**⌘ K** on a Mac), or click **Search**, to open the Command Center. One box searches your projects, Deep Research reports, Easel conversations, legacy chats, monitors, screens, and companies — and runs commands, so you can start a new screen or open settings without hunting for the button. **Ctrl + P** (**⌘ P**) goes straight to company search.

## Settings and the user menu

Your name at the bottom of the navigation opens the user menu: **Settings**, **Portrait MCP**, **Keyboard shortcuts**, **User Guide**, **Support assistant**, and **Send feedback**.

Settings opens as an overlay, with **General** (organization, email, light/dark appearance), **Connections** (FRED, plus account-enabled Scheduled Research authorization and Easel MCP providers), and **Archived projects**. Depending on account capabilities and saved content, it can also show **Usage**, **Legacy data**, and **Legacy chats**. Restoring or deleting a Project has effects on its research and Monitors; review [Settings](https://portraitresearch.com/documentation/more/settings/) before acting.

For a saved Quick Chat thread, follow [Find and continue legacy chats](https://portraitresearch.com/documentation/more/legacy-chats/). In this guide, that help is under **Account & support**.

The **Keyboard shortcuts** dialog lists the shortcuts available in the current web app. Check it instead of relying on a copied list that can become outdated.


<span id="up-next"></span>