Output format depends on the workflow. A supported input format is not necessarily a supported generated output. Easel through Slack, Teams, email using a linked Portrait account, or CLI requires full Easel access; CLI additionally requires the account-enabled Easel CLI bridge.
| Workflow | Primary output | Save or export options | Surface and material limits |
|---|---|---|---|
| Easel | Markdown response and requested files | Copy a response; export a response or the conversation as PDF; save inline images or charts separately | Web controls distinguish a response from the whole conversation. Server-generated PDF exports are text-only; bridges have their own file delivery controls |
| Deep Research | Portrait Review and Appendix | Copy report content; export the Review or full report as PDF | Web and supported mobile report pages; source display and citation availability depend on licences and entitlements |
| Charts | Line or bar chart from supported series | Copy chart produces a PNG with the chart's legend and available citations | Web; no bulk Project-chart PDF export. Copying a rendered chart does not create a data workbook |
| Company Primer | Abridged or Full generated company research | Copy the selected version; Save Primer as PDF | Desktop; the selected version must be available |
| Company Case Study | Generated quarterly sections with separate price context | Copy or download a PDF of the selected section for the displayed quarter or a selected range | Desktop; verify both section and quarter scope. The visible price-history range does not by itself change the selected report quarter |
| Monitors | Updates and summaries | Export one update or summary as PDF, or export updates since a selected date | Web detail pages; bulk export excludes summaries and has a 2,000-update limit. See Monitor export limits for date boundaries and older content |
| Screening | Company results and per-filter reasoning | Web: Export to Excel downloads selected companies, or the current result set when none are selected. iOS: Export downloads the current result set | Web and iOS; CSV includes company, ticker, and available filter reasoning, and opens in Excel. Selecting a subset is a web control |
| Mosaic, when enabled | Company dossiers and pass results; ranking in screening mode | Ranking results can be exported as .xlsx with rank, company, ticker, Elo, and summary |
Account-gated web workflow; task-mode frameworks have no ranking export. This does not establish availability for another account |
Easel-created files
When the task warrants a file, Easel can create:
- Word documents (
.docx); - Excel workbooks (
.xlsx), excluding Visible Alpha data; - charts as PNG; save and verify any supporting JSON supplied with the image. If the data file you need is missing, ask Easel to include it;
- PDF files.
Portrait does not currently generate PowerPoint (.pptx) files.
Copy and export controls are surface-specific. A file type that Easel can create during a supported session is not evidence that every Easel bridge exposes the same download control.
In a supported My Library workbook, Download exports the displayed dropdown and column-width adjustments even before automatic version saving finishes. It does not itself save a version to Portrait. See Excel adjustments and saving for calculation, history, and recovery limits.
Sharing inside Portrait
To give teammates read-only access to a Deep Research report or screen, use Sharing. Export controls create files; they do not grant access inside Portrait.
Verify an exported result
- Compare the exported title and scope with the source session or report.
- Confirm that the expected tables, supported citations, links, and page breaks survived. Easel PDF export does not include inline chart images; preserve and verify those separately from the session. For CSV or Excel, confirm the file extension and exported row selection.
- Recheck material figures and quotations against the source.
- Keep the Portrait link or report identifier with the delivered file when future traceability matters.
See Save and export Easel work, Export a Deep Research report, Export Monitor updates, and My Library input formats. The input-format list does not define what Easel can generate.
Email delivery is a separate outcome
Emailing a result from an app conversation sends only to the authenticated user's address, with up to five files and 7 MB in total. Easel's replies to your email have different attachment and recipient limits. Scheduled Research separates run success, notification policy, email preference, and attachment delivery. Ask which path is being used before quoting a limit.
For an email-only trial, provide the result in the message or a delivered attachment; an internal My Library link is not accessible. A generated or saved file is not proof that it arrived with the email.