User guide
Deep Research
Define a research scope, run a structured report, and inspect its supporting evidence.
Deep Research overviewDeep Research creates a structured report from the companies, document sources, period, and question you select. It can also use relevant financial data, Project documents and Research instructions, and company-associated My Library notes and uploads. Review Select Deep Research companies and sour …
Create a Deep Research reportThis tutorial creates one Deep Research report for a scope you define. A completed run contains a Portrait Review and a supporting Appendix. Before you start You need: a Portrait account with available Normal usage; concurrency limits may also apply; a research question that can be evaluated again …
Choose Easel or Deep ResearchThere are two current starting points for research: Easel for conversational work and Deep Research for a report with a scope defined before execution. Easel Deep Research Best for Open-ended, iterative, or multi-step work A structured report with a defined scope Scope Can evolve through follow-up …
Select Deep Research companies and sourcesThe company universe, selected Portrait document categories, selected Project documents, and period define the submitted documentary scope. The run can also use financial data and supported private context described below. Selecting only earnings transcripts, for example, does not establish that t …
Improve a Deep Research promptUse Improve prompt to add structure and explicit instructions to a draft research question. The feature can clarify a request; it does not verify facts or guarantee that the generated report will be accurate or complete. Improve the draft Enter a draft of at least 8 characters, excluding leading a …
Use Deep Research prompt templatesChoose a Portrait prompt from the composer to prefill a research instruction. Treat it as a starting structure: edit the companies, period, sources, assumptions, and requested output before running it. Use a Portrait prompt Open the prompt picker in the Deep Research composer. Select the closest t …
Share or export a Deep Research reportUse a completed Deep Research report's controls to download the Portrait Review as PDF, include its Appendix, or copy report content into another document. Report access and source display rights still apply. Export requires a rendered report; an in-progress or failed run without a report cannot b …
Deep Research status and recoveryCheck the state of the original Deep Research run before submitting another request. A connection problem can hide progress while research continues. The web progress view offers the recovery controls below; on mobile, reopen the report or use the web app if those controls are absent. States and n …