Monitors

InboxInbox groups Monitor entries, scheduled Screening results, and eligible Scheduled Research notifications by recency. Ordinary Easel answers, Deep Research reports, and Mosaic results remain in their own workflows. What lands here The entries covered by this guide are: Monitor updates — an individu … › Monitors overviewMonitors evaluate selected source types for signals you define and create updates when the system identifies a match. Detection coverage and relevance are not guaranteed; review each update against its source. On supported mobile versions, open Monitors and choose New monitor to create one directl … › Create a MonitorThis tutorial creates one Monitor in the web app and verifies its saved configuration. A Monitor can miss a relevant development or produce an irrelevant match; review updates against their sources. Supported mobile versions also offer Monitors → New monitor directly. That form creates a Monitor w … › Create a Monitor without companiesIf your account offers Monitor topics or events, choose it to create a Monitor without a company list. The review step may call the draft a scheduled brief; after you save it, the Monitor list shows the empty company scope as General coverage. It uses Monitor signals and update surfaces, with diff … › Track a thesisUse this pattern when you can state the mechanism behind a thesis and the evidence that would support or weaken it. In the assisted flow, select a company and describe the thesis. Portrait proposes editable signals; review them before creating the Monitor. Configure the pattern Create a Monitor an … › Track a datapointUse this pattern when you need a sequence of updates about one metric across a defined company set, such as traffic, pricing, utilization, take rate, or backlog conversion. Add the companies you care about (a project's companies copy in with one click), then write the metric as the signal. Configu … › Track eventsUse this pattern for a discrete event such as M&A, a regulatory decision, a management transition, a guidance change, or an activist stake. For events across a fixed coverage list, add the companies. For a market-wide topic with no company list, use the Monitor topics or events path only when the … › Generate a 90-day Monitor summaryA 90-day summary synthesizes the available updates attached to one Monitor during the preceding period. It does not add evidence that the Monitor did not capture, and a large body of updates may not all fit into one synthesis. On desktop web, Portrait offers the action in the unfiltered All view o … › Manage a MonitorChoose the action by the effect you need. Email settings, ongoing monitoring, and Inbox visibility are separate controls. The web app exposes the complete supported source editor; iOS controls vary by version and expose a narrower source set. Intended effect Action Consequence Reduce or stop email … › Export Monitor updatesThe Monitor's web view can export an individual update, a summary, or a collection of updates as PDF. Export uses the existing results; it does not rerun the Monitor or find additional evidence. You need access to an active Monitor, and the source's display and redistribution rights still apply. E … ›