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

# Product glossary

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

## Applicability

- **Task:** Resolve a product term without relying on internal implementation language
- **Access:** Public guide
- **Audience:** Anyone reading or maintaining Portrait documentation
- **Surfaces:** web; ios; slack; teams; email; cli; mcp
- **Availability:** Production reference
- **Content type:** reference
- **Last reviewed:** 2026-09-22

Use these terms consistently across the guide.

| Term | Meaning |
|---|---|
| **Easel** | Portrait's workspace for open-ended and multi-step research |
| **Deep Research** | A scoped report workflow that produces a Portrait Review and Appendix |
| **Quick Chat** | A legacy conversational workflow; saved threads can be reopened through **Legacy chats** where available |
| **Mosaic** | An account-gated workflow that applies a versioned research framework across an investment universe |
| **Screening** | A workflow for quantitative and textual filters across a company universe |
| **Screen** | A saved Screening configuration with filters, schedule, and notification settings |
| **Screening run** | One execution of a screen, with its own filter snapshot, status, and company results |
| **Mosaic framework** | A saved definition with separately versioned quantitative criteria, research instructions, and, in screening mode, a ranking rubric |
| **Mosaic pass** | One quantitative, research, or ranking execution; research can be a trial or full pass, and task-mode frameworks do not rank |
| **Monitor** | One configured object containing an optional fixed company list, signals, sources, and delivery settings |
| **Inbox** | A feed of Monitor updates, summaries or suggestions, and Screening items; opening an item depends on the destination's surface support |
| **Project** | A working context that groups related research and files |
| **My Library** | Uploaded files, notes, prompt templates, Easel skills, and supported outputs saved by Easel |
| **Skill** | A reusable Easel procedure created or imported as a named package with a `SKILL.md` instruction file; selected through the skill picker |
| **Research representation** | The readable form of an uploaded item used by a supported research workflow; separate from storage or an inline preview |
| **Portrait Review** | The concise synthesis produced by a Deep Research run |
| **Appendix** | The supporting analysis and evidence attached to a Deep Research report |
| **Portrait MCP** | An OAuth server exposing selected Portrait tools to compatible AI clients; it is not Easel |
| **Normal usage** | The usage bucket applied to eligible research workflows; check **Settings → Usage** in the web app for the current account |
| **Mosaic usage** | The usage bucket associated with Mosaic work and Easel runs started through Mosaic |
| **Surface** | The place where a documented capability is used, such as web, iOS, Slack, Teams, email, MCP, or CLI |
| **Entitlement** | The firm's contractual right to use a source or data depth |

When a label in the live product differs from this glossary, [send documentation feedback](https://portraitresearch.com/documentation/more/contact-us/) with the surface and a safely redacted screenshot.

## Recently added workflows and connections

| Term | Meaning |
|---|---|
| Scheduled Research | Recurring Easel instructions with separate authorization, cadence, execution, and notification outcomes |
| Analyst memory | Editable profile and company notes across sessions, distinct from conversation history and task continuity |
| MCP inside Easel | Supported provider connections used by Easel; distinct from an external client using Portrait MCP |
| Partner API | Separately provisioned partner data contract under `/partner-api`, with its own audience and scopes |
| Business Relationships | Current name of the company relationship view previously called Peers & Supply Chain |