# Portrait > Portrait provides research workflows for investigating companies, answering scoped questions, and monitoring defined signals. Source access and attribution vary by workflow, account, and licence. This index covers the Portrait user guide at /documentation/. Every published guide page and section index is available as Markdown at the listed URL. Any guide page can also be requested as Markdown by removing its trailing `/` and appending `.md`, or by sending an `Accept: text/markdown` request header. The guide is public and requires no account. The web and iOS apps require a Portrait account. The approved email-only Easel trial works by email without app access; see the email trial guide. ## Documentation - [Portrait documentation](https://portraitresearch.com/documentation/index.md): Every guide section and page, as markdown. ## 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 Define a research scope, run a structured report, and inspect its supporting evidence. - [Deep Research index](https://portraitresearch.com/documentation/research.md) - [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 Ask research questions, follow up, and review answers and files. - [Easel index](https://portraitresearch.com/documentation/easel.md) - [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 Research companies in stages, test a small sample, and compare findings. Requires Mosaic access. - [Mosaic index](https://portraitresearch.com/documentation/mosaic.md) - [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 Schedule recurring Easel work, verify its runs, and manage authorization, notifications, and credits. - [Scheduled Research index](https://portraitresearch.com/documentation/scheduled-research.md) - [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 Track thesis signposts, KPIs, and events across your coverage. - [Monitors index](https://portraitresearch.com/documentation/monitors.md) - [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 Apply quantitative and qualitative filters to a defined company universe and review company-level results. - [Screening index](https://portraitresearch.com/documentation/screening.md) - [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 Build line and bar charts from supported company, valuation, macro, and revision data. - [Charts index](https://portraitresearch.com/documentation/charts.md) - [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 Review company Primers, quarterly Case Studies, relationships, source documents, and your company-linked work. - [Company Research index](https://portraitresearch.com/documentation/company-research.md) - [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 Find your way around the web app and organize your files and research. - [Workspace index](https://portraitresearch.com/documentation/documents.md) - [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 Understand source categories, firm entitlements, licensing boundaries, and surface availability. - [Data sources index](https://portraitresearch.com/documentation/data-sources.md) - [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 Check availability, surfaces, access, output formats, and canonical product terms. - [Product reference index](https://portraitresearch.com/documentation/reference.md) - [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 Connect AI clients and Easel providers, use Microsoft 365, Slack, Teams, email, CLI, and the Partner API. - [Integrations overview](https://portraitresearch.com/documentation/integrations.md) - [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 Manage account settings, find legacy chats, resolve access problems, and contact Portrait. - [Account & support index](https://portraitresearch.com/documentation/more.md) - [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. ## Optional - [Portrait home](https://portraitresearch.com/): What Portrait is, for teams evaluating it. - [Security](https://portraitresearch.com/security/): Data handling, hosting, and compliance posture. - [Resources](https://portraitresearch.com/resources/): Articles and worked examples from the Portrait team. - [Book a demo](https://portraitresearch.com/demo/): Request a walkthrough with the Portrait team. - [Privacy policy](https://portraitresearch.com/privacy-policy/) - [Terms of use](https://portraitresearch.com/terms-of-service/) - [Master services agreement](https://portraitresearch.com/master-services-agreement/)