User Guide → Screening

Screening

Repeatable, scalable idea generation with quantitative and textual filters.

• Introduction to Screening — Repeatable, Scalable Idea Generation Portrait's Screening tools combine the best of quantitative filtering alongside smart qualitative search. After narrowing your investable universe according to standard market data and fundamental data, Portrait will search company filings, company transcripts, …
• Build a Screen with the AI Assistant — The fastest way to build a screen is to describe what you are looking for. When you open the screening builder, the AI Assistant is the first thing you see — just tell it the kind of companies you want to find, in a full sentence, and it suggests the filters that match. How it works The builder ha …
• Standard Quantitative Filters — Add a quantitative filter from the builder to pick a metric and define its constraint: Market Data Use market data filters to zero-in on companies that fit market capitalization constraints, or whose share price has moved over time. Enterprise Value statistics are also incorporated within Market D …
• Portrait Textual Reasoning — Search Over Company Documents, Portrait Primers, and Portrait Case Studies A qualitative filter searches company documents — along with Portrait Primers and Case Studies — and surfaces the data points or situations that you care about most. Remember to use full sentences and provide tangible detai …