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. <img class="guide-shot …
• Standard Quantitative Filters — #### 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 Data. #### Fundamental Data (Historicals and Forward Estimates) Fundamental Data …
• Portrait Textual Reasoning — #### Search Over Company Documents, Portrait Primers, and Portrait Case Studies Our system will search over the documents that you select and surface data points or situations that you care about most. Remember to use full sentences and provide tangible details (similar to how you would give inst …