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Screening

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

Screening overviewScreening helps you find companies that fit your research criteria. Combine financial metrics with conditions drawn from company documents to turn a broad universe into a focused set of companies to investigate. Create, edit, and run screens on the web and in the Portrait iOS app. From research cr … Build a screen with the AI AssistantDescribe the companies you want to find and the AI Assistant turns your criteria into screening filters. Refine the conditions, review the filter list, and run the screen from the web or the Portrait iOS app. Before you start Sign in to Portrait and define the company universe, period, and conditi … Standard quantitative filtersUse quantitative filters to narrow your company universe by financial metrics. On the web, add a filter from the builder, use the available metric list to compose an Expression, and optionally add a Name. Validate the expression before saving; validation uses one company, so review data coverage i … Filter expressions, units, and missing dataUse this reference to check what a screen evaluates on web and iOS. Build filters with the AI Assistant on either surface, or use the web app's manual editor. The web editor's metric list shows the variables available to your account. Filter types Type Meaning Boundary Geography Country of the com … Qualitative document filtersWhat the filter searches A qualitative filter searches supported company documents, Portrait Primers, and Portrait Case Studies for a condition written in plain language. Available documents vary by company, period, provider, and firm entitlement. Portrait expands the query into document searches … Run and schedule screensUse the Screening list to manage a saved screen and open its execution history. You need edit access to change filters, run the screen, or change its schedule. Read access lets you inspect shared work; use the shared-copy action when you need your own editable configuration. Create, edit, and run …