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, news, and Portrait's Primer & Case Study data to surface ideas that match the investment frameworks you care about most.
The quickest way to start is to describe the companies you want to find in plain language — the screening builder opens with an AI Assistant that turns your description into the right filters. See Build a Screen with the AI Assistant. You can always add, edit, or remove filters by hand afterward.
Think of screening as a tool that surfaces ideas or information that follow a certain set of conditions or qualitative frameworks.
