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

# Portrait Research documentation

[Canonical page](https://portraitresearch.com/documentation/)

Understand, use, and build with Portrait’s research platform and infrastructure. Explore its tools, data, integrations, and programmatic workflows.

## Getting started

Sign in, check access and usage, and complete your first research task.

- [Getting started](https://portraitresearch.com/documentation/getting-started/welcome.md): Sign in to Portrait, check access and usage, and choose a tutorial for your first research task.

## Choose your first task

Choose the result you need. Each tutorial explains what to prepare, what to do, and how to check the result.

- [Ask Easel a research question](https://portraitresearch.com/documentation/easel/start-a-session.md): Ask a scoped research question, follow Easel's progress, verify the response, and return to the saved conversation.
- [Read a Company Primer](https://portraitresearch.com/documentation/company-research/company-primer.md): Open a Company Primer, choose the abridged or full version, request missing analysis where available, and verify material claims against its sources.
- [Create a Deep Research report](https://portraitresearch.com/documentation/research/create-a-deep-research-report.md): Define a Deep Research scope, run the report, and verify its companies, sources, period, citations, and output sections.
- [Build a screen with the AI Assistant](https://portraitresearch.com/documentation/screening/build-with-ai-assistant.md): Describe the companies you want to find in plain language and the AI Assistant suggests the screening filters for you.
- [Build a chart](https://portraitresearch.com/documentation/charts/building-a-chart.md): Step through the Chart Editor — choose a data type, add and transform series, set axes and chart type, and save to a project.
- [Create a Monitor](https://portraitresearch.com/documentation/monitors/create-a-monitor.md): Create a Monitor with companies, signals, sources, and delivery settings, then verify the saved configuration.

## [Deep Research](https://portraitresearch.com/documentation/research.md)

Define a research scope, run a structured report, and inspect its supporting evidence.

- [Deep Research overview](https://portraitresearch.com/documentation/research/research.md): Understand the Deep Research pipeline, define an appropriate scope, inspect the Portrait Review and Appendix, and verify the evidence.
- [Create a Deep Research report](https://portraitresearch.com/documentation/research/create-a-deep-research-report.md): Define a Deep Research scope, run the report, and verify its companies, sources, period, citations, and output sections.
- [Choose Easel or Deep Research](https://portraitresearch.com/documentation/research/deep-research-vs-quick-search.md): Choose Easel for conversational, evolving research or Deep Research for a scoped report, and understand how legacy chats are handled.
- [Select Deep Research companies and sources](https://portraitresearch.com/documentation/research/select-companies-and-sources.md): Set the company universe, supported source types, project documents, and period for a Deep Research run, then verify the scope.
- [Improve a Deep Research prompt](https://portraitresearch.com/documentation/research/improve-prompt.md): Use Improve prompt to restructure a research request, then review its scope, assumptions, sources, exclusions, and requested output.
- [Use Deep Research prompt templates](https://portraitresearch.com/documentation/research/select-from-prompt-library.md): Start a Deep Research request from a Portrait prompt or saved template, then review its scope before running it.
- [Share or export a Deep Research report](https://portraitresearch.com/documentation/research/export-output.md): Share a Deep Research report with teammates inside Portrait, or export a completed report to PDF and copy supported sections.
- [Deep Research status and recovery](https://portraitresearch.com/documentation/research/research-status-and-recovery.md): Distinguish a refused request, active research, unavailable progress, and a failed run before retrying or exporting Deep Research.

## [Easel](https://portraitresearch.com/documentation/easel.md)

Ask research questions, follow up, and review answers and files.

- [Easel overview](https://portraitresearch.com/documentation/easel/what-is-easel.md): Understand how Easel plans multi-step research, which sources and workflows it can use, what it returns, and where its limits apply.
- [Ask Easel a research question](https://portraitresearch.com/documentation/easel/start-a-session.md): Ask a scoped research question, follow Easel's progress, verify the response, and return to the saved conversation.
- [Research, documents, and market data](https://portraitresearch.com/documentation/easel/research-and-data.md): The sources Easel draws on — documents, market data, time series, ownership, the web, and your existing Portrait research.
- [Financial estimates from Visible Alpha](https://portraitresearch.com/documentation/easel/financial-estimates.md): How Easel retrieves Visible Alpha consensus estimates and revision history, and what your data tier includes.
- [Use My Library in Easel](https://portraitresearch.com/documentation/easel/your-library.md): Upload your own files during a conversation, mention library items with @, and have Easel save new deliverables back to My Library.
- [Create and use an Easel skill](https://portraitresearch.com/documentation/easel/skills.md): Create a reusable written procedure for Easel, reference it in a request, and verify the output against that procedure.
- [Save and export Easel work](https://portraitresearch.com/documentation/easel/export-and-save.md): Copy an Easel response, export a supported response to PDF, and verify the resulting file before sharing it.
- [Inspect and update Easel memory](https://portraitresearch.com/documentation/easel/memory.md): Inspect saved profile and company memory, understand session context, and recover safely from conflicting edits.
- [Email a result from Easel](https://portraitresearch.com/documentation/easel/email-delivery.md): Request email delivery from an interactive Easel session and verify recipients, attachments, and delivery outcomes.

## [Mosaic](https://portraitresearch.com/documentation/mosaic.md)

Research companies in stages, test a small sample, and compare findings. Requires Mosaic access.

- [Mosaic overview](https://portraitresearch.com/documentation/mosaic/overview.md): Apply reusable research across companies in Screening or Task mode, review company dossiers, and optionally rank Screening results.
- [Research companies with Mosaic](https://portraitresearch.com/documentation/mosaic/research-companies.md): Create Mosaic research with Easel, test up to 20 companies, inspect results and usage, and expand the work with clear stopping and recovery steps.
- [Mosaic usage and estimates](https://portraitresearch.com/documentation/mosaic/usage.md): Read Mosaic credit balances, trial and full-pass estimates, settled usage, and the separate cost of Easel work started from Mosaic.
- [Run Mosaic at a historical date](https://portraitresearch.com/documentation/mosaic/backtesting.md): Choose a ready month-end snapshot, verify its persisted date, and understand the limits of historical Mosaic research.

## [Scheduled Research](https://portraitresearch.com/documentation/scheduled-research.md)

Schedule recurring Easel work, verify its runs, and manage authorization, notifications, and credits.

- [Scheduled Research](https://portraitresearch.com/documentation/scheduled-research/overview.md): Choose recurring Easel research and understand its access, authorization, and delivery boundaries.
- [Create a scheduled research task](https://portraitresearch.com/documentation/scheduled-research/create-a-task.md): Save a research instruction, choose a cadence and timezone, authorize it, and verify activation.
- [Manage scheduled tasks and credits](https://portraitresearch.com/documentation/scheduled-research/manage-tasks.md): Distinguish draft, active, paused, and deleted tasks and understand their credit commitments.
- [Scheduled Research notifications and troubleshooting](https://portraitresearch.com/documentation/scheduled-research/notifications-and-troubleshooting.md): Diagnose missing notifications, authorization failures, active runs, stale edits, and unavailable scheduled research.

## [Monitors](https://portraitresearch.com/documentation/monitors.md)

Track thesis signposts, KPIs, and events across your coverage.

- [Inbox](https://portraitresearch.com/documentation/monitors/inbox.md): Review Monitor updates, scheduled Screening results, Scheduled Research notifications, and monitor suggestions in one feed.
- [Monitors overview](https://portraitresearch.com/documentation/monitors/monitors.md): Understand how Monitors combine companies, signals, sources, and delivery settings to surface matching developments.
- [Create a Monitor](https://portraitresearch.com/documentation/monitors/create-a-monitor.md): Create a Monitor with companies, signals, sources, and delivery settings, then verify the saved configuration.
- [Create a Monitor without companies](https://portraitresearch.com/documentation/monitors/scheduled-briefs.md): Configure a Monitor without a company list for a market-wide topic or event and verify its schedule and Inbox delivery.
- [Track a thesis](https://portraitresearch.com/documentation/monitors/create-thesis-monitor.md): Configure a Monitor around a specific investment thesis and review matches against supporting and disconfirming signals.
- [Track a datapoint](https://portraitresearch.com/documentation/monitors/create-datapoint-monitor.md): Configure a Monitor for a specific metric across a company group and review any source-backed matches it produces.
- [Track events](https://portraitresearch.com/documentation/monitors/create-event-monitor.md): Configure a Monitor for defined events such as M&A, regulatory changes, or management transitions and review its matches.
- [Generate a 90-day Monitor summary](https://portraitresearch.com/documentation/monitors/generate-90-day-summary.md): Generate a synthesis from the preceding 90 days of available Monitor updates and verify it against the underlying entries.
- [Manage a Monitor](https://portraitresearch.com/documentation/monitors/manage-a-monitor.md): Change a Monitor's scope or email settings, understand ongoing usage and Podcast start dates, and stop monitoring with the correct action.
- [Export Monitor updates](https://portraitresearch.com/documentation/monitors/export-monitor-updates.md): Export one Monitor update or summary, or updates since a chosen date, to PDF and check the included period and export limits.

## [Screening](https://portraitresearch.com/documentation/screening.md)

Apply quantitative and qualitative filters to a defined company universe and review company-level results.

- [Screening overview](https://portraitresearch.com/documentation/screening/introduction-to-screening.md): Find companies that fit your research criteria with quantitative and qualitative filters. Build and run screens on the web and iOS.
- [Build a screen with the AI Assistant](https://portraitresearch.com/documentation/screening/build-with-ai-assistant.md): Describe the companies you want to find in plain language and the AI Assistant suggests the screening filters for you.
- [Standard quantitative filters](https://portraitresearch.com/documentation/screening/standard-quantitative-filters.md): Filter your investable universe by market data, fundamentals, ratios and margins, and valuation metrics before layering in qualitative search.
- [Filter expressions, units, and missing data](https://portraitresearch.com/documentation/screening/filter-reference.md): Look up Screening filter logic, geography and industry meanings, quantitative units, expression syntax, periods, and missing-data behaviour.
- [Qualitative document filters](https://portraitresearch.com/documentation/screening/portrait-textual-reasoning.md): Configure a qualitative filter over supported company documents, Primers, and Case Studies, then review company-level evidence.
- [Run and schedule screens](https://portraitresearch.com/documentation/screening/run-and-schedule-screens.md): Distinguish a saved screen from its runs, review date changes, configure automatic runs, and recover from blocked or incomplete execution.

## [Charts](https://portraitresearch.com/documentation/charts.md)

Build line and bar charts from supported company, valuation, macro, and revision data.

- [Charts overview](https://portraitresearch.com/documentation/charts/charts-overview.md): Charts visualizes supported fundamentals, valuation, macro, revision, and Company Data series and assigns saved charts to Projects.
- [Build a chart](https://portraitresearch.com/documentation/charts/building-a-chart.md): Step through the Chart Editor — choose a data type, add and transform series, set axes and chart type, and save to a project.
- [Chart calculations and data](https://portraitresearch.com/documentation/charts/calculations-and-data.md): Reference chart transforms, derived-series date alignment, forward estimates, missing values, axes, and the Visible Alpha display limit.
- [Chart templates](https://portraitresearch.com/documentation/charts/templates.md): Save a reusable chart layout and apply it to supported companies with the required series, coverage, and source access.

## [Company Research](https://portraitresearch.com/documentation/company-research.md)

Review company Primers, quarterly Case Studies, relationships, source documents, and your company-linked work.

- [Company Research overview](https://portraitresearch.com/documentation/company-research/overview.md): Find a company and choose its Primer, quarterly Case Studies, relationships, source documents, or your existing research.
- [Read a Company Primer](https://portraitresearch.com/documentation/company-research/company-primer.md): Open a Company Primer, choose the abridged or full version, request missing analysis where available, and verify material claims against its sources.
- [Review a company Case Study](https://portraitresearch.com/documentation/company-research/stock-replay-experience.md): Select a company and quarter, review available Case Study sections and price context, and verify material claims against source documents.
- [Inspect peers and supply-chain evidence](https://portraitresearch.com/documentation/company-research/company-relationships.md): Review recorded competitors, suppliers, and customers, interpret each relationship status, and verify the supporting evidence.
- [Company documents](https://portraitresearch.com/documentation/company-research/documents.md): Find company source documents and check material claims against cited sources, subject to source licences and account entitlements.
- [Find your research for a company](https://portraitresearch.com/documentation/company-research/your-research.md): Use Your Research and Project in the Companies directory to reopen company-linked Monitors, Deep Research, Charts, Easel sessions, and Projects.

## [Workspace](https://portraitresearch.com/documentation/documents.md)

Find your way around the web app and organize your files and research.

- [My Library](https://portraitresearch.com/documentation/documents/my-library.md): Organize your files, notes, prompt templates, and Easel skills, then reference them explicitly from workflows that support library context.
- [Projects](https://portraitresearch.com/documentation/documents/projects.md): Organize related research in Projects, check how Project context applies, and understand access, archiving, restoration, and deletion.
- [Sharing](https://portraitresearch.com/documentation/documents/sharing.md): Share Deep Research reports and screens with teammates in Portrait, manage read-only access, and understand copies and Project restrictions.
- [Workspace navigation](https://portraitresearch.com/documentation/documents/workspace-navigation.md): A map of the Portrait workspace — the left navigation, Command Center search, projects, and settings.

## [Data sources](https://portraitresearch.com/documentation/data-sources.md)

Understand source categories, firm entitlements, licensing boundaries, and surface availability.

- [Data sources and access](https://portraitresearch.com/documentation/data-sources/overview.md): Understand Portrait source categories, how workflow and surface affect retrieval, and where firm entitlements or licences limit access.
- [Third Bridge](https://portraitresearch.com/documentation/data-sources/third-bridge.md): Learn how entitled Third Bridge expert-call content is available in Portrait and where licensing limits access or redistribution.

## [Product reference](https://portraitresearch.com/documentation/reference.md)

Check availability, surfaces, access, output formats, and canonical product terms.

- [Compare research tools](https://portraitresearch.com/documentation/reference/compare-research-tools.md): Choose between Easel, Deep Research, Screening, Monitors, and Charts based on the question and result you need.
- [Capabilities by surface](https://portraitresearch.com/documentation/reference/capabilities-by-surface.md): Compare the web app, iOS, MCP, Slack, Microsoft Teams, email, and CLI without assuming feature parity between surfaces.
- [Availability and access](https://portraitresearch.com/documentation/reference/availability-and-access.md): Distinguish product release status, account access, data entitlements, surface support, and remaining usage when an option is unavailable.
- [Research outputs and file formats](https://portraitresearch.com/documentation/reference/output-formats.md): Compare research outputs, copy controls, PDF exports, CSV and Excel downloads, and limits across Portrait workflows.
- [Product glossary](https://portraitresearch.com/documentation/reference/glossary.md): Find the canonical meaning of Portrait workflows, objects, outputs, surfaces, usage buckets, and access terms used throughout the guide.

## [Integrations](https://portraitresearch.com/documentation/integrations.md)

Connect AI clients and Easel providers, use Microsoft 365, Slack, Teams, email, CLI, and the Partner API.

- [Portrait MCP](https://portraitresearch.com/documentation/integrations/portrait-mcp.md): Connect an MCP-compatible AI client with OAuth, understand the Portrait tools it can use, and review its workflow and licensing boundaries.
- [Connect MCP providers inside Easel](https://portraitresearch.com/documentation/integrations/mcp-in-easel.md): Connect a supported MCP provider to Easel, refresh the session, and distinguish connection from tool availability.
- [Portrait in Slack](https://portraitresearch.com/documentation/integrations/portrait-slack.md): Add the Portrait app to your Slack workspace, connect your Portrait account, and ask research questions from a DM or a channel.
- [Portrait in Microsoft Teams](https://portraitresearch.com/documentation/integrations/portrait-teams.md): Add the Portrait app to Microsoft Teams, connect your Portrait account, and ask research questions from a chat or a channel.
- [Portrait by email](https://portraitresearch.com/documentation/integrations/portrait-email.md): Connect your Portrait identity, send an Easel request by email, attach supported files, and verify the resulting reply.
- [Use the email-only Easel trial](https://portraitresearch.com/documentation/integrations/email-trial.md): Start an email-only trial, continue in the same thread, and understand approval and message limits without app access.
- [Portrait CLI](https://portraitresearch.com/documentation/integrations/portrait-cli.md): Install the Portrait command-line interface to ask Easel questions, manage research sessions, and upload documents from your terminal or an AI coding agent.
- [CLI command and output reference](https://portraitresearch.com/documentation/integrations/portrait-cli-reference.md): Parse Portrait CLI JSON and NDJSON, preserve identifiers, page through results, and recover from an interrupted request without assuming it was cancelled.
- [Portrait Partner API](https://portraitresearch.com/documentation/integrations/partner-api.md): Use the partner data API with its own audience, scopes, access requirements, and error contract.

## [Account & support](https://portraitresearch.com/documentation/more.md)

Manage account settings, find legacy chats, resolve access problems, and contact Portrait.

- [Usage and limits](https://portraitresearch.com/documentation/more/usage.md): Understand Normal and Mosaic credits, used and reserved amounts, shared organization budgets, renewal dates, and what to do at a limit.
- [Settings and your account](https://portraitresearch.com/documentation/more/settings.md): Where to find appearance, usage, data connections, and archived projects in Portrait.
- [Find and continue legacy chats](https://portraitresearch.com/documentation/more/legacy-chats.md): Find saved Quick Chat threads and use their earlier messages as context when continuing the work in Easel.
- [Troubleshoot access and missing options](https://portraitresearch.com/documentation/more/troubleshoot-access.md): Diagnose missing workflows, sources, integration setup, identity, and usage before escalating a Portrait access problem to support.
- [Contact Portrait support](https://portraitresearch.com/documentation/more/contact-us.md): Contact Portrait support with the surface, time, action, expected result, and safely redacted evidence needed to route the request.
- [Feature and data requests](https://portraitresearch.com/documentation/more/custom-prompt-build.md): Suggest a feature, request a company or data source, or ask for help with a reusable research prompt.