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

# Screening

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

Apply quantitative and qualitative filters to a defined company universe and review company-level results.

- [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.