Find ideas that fit your investment framework

Mosaic is Portrait Research’s AI workflow for investigating a set of companies against your investment framework. It applies the same research questions company by company and retains the findings for you to review.

Use Mosaic to assess a thesis across a sector, investigate a watchlist or build a shortlist. You can collect the same information for each company without ranking them, or screen and rank candidates against the criteria you define.

Mosaic supports research questions that need to be investigated consistently across companies. For example, you can ask it to:

• Assess software growth quality through retention, margins and evidence of revenue durability.
• Investigate pharma patent-cliff exposure and the pipeline intended to replace lost revenue.
• Examine semiconductor companies’ disclosed China revenue exposure, export-control impacts and management’s response.
• Identify industrial companies with direct exposure to data-center power and cooling, and examine the supporting disclosures.

Your brief determines the questions, period and evidence required. These are examples of research you can request; the findings depend on the sources available for each company.

Yes. Describe your research in Mosaic’s Easel panel: the companies, questions, qualifying conditions and evidence you want examined. Start with a company list or CSV, or use quantitative filters to define the universe within Portrait’s available coverage.

Mosaic saves the instructions as a reusable framework. You can inspect and revise them before running research, including whether you want information gathered for each company or an assessment against screening conditions.

Mosaic turns a research brief into a repeatable company-by-company workflow, with retained dossiers and optional ranking. A stock screener helps narrow a universe using filters; a research chat helps you explore questions and follow up on individual findings.

Use Mosaic when the same question needs investigation across a set of companies—for example, whether reported growth reflects durable customer demand, or whether exposure to a theme is supported by company disclosures.

Mosaic researches company filings, earnings-call transcripts, investor presentations and financial data available through Portrait. Coverage varies by company and period, and access to licensed sources depends on your firm’s data entitlements.

You can inspect retained company summaries and supporting research files, then check material claims against accessible source evidence. AI-generated conclusions still need analyst review. Missing disclosure or an incomplete research task should not be treated as an investment verdict.

Yes. Start with a research trial of up to 20 companies. Inspect the company findings, check how your instructions were applied and review the measured usage before deciding to expand. For screening work, you can also rank the trial.

Trials consume Mosaic credits. A completed trial under the current research instructions is required before a full run; revising those instructions requires a new trial. The 20-company cap applies to the trial, not the full research universe.

For screening work, Mosaic compares researched companies against your ranking criteria. The ordering and scores express relative fit to that rubric, rather than probabilities, valuations or expected returns. Research-only tasks do not rank companies.

You can review the underlying company research and export the ranking table to Excel, including the company, ticker, rank, score and summary. The workbook contains the ranking results; it does not include every company research file.

Where Mosaic backtesting is enabled, you can create a framework at an available completed month-end snapshot. The date is fixed for that framework, and historical research follows the supported data and document cutoff.

Historical research has limits: company relationships use the current graph, and instructions can contain hindsight. It is not a guarantee of a fully point-in-time or bias-free investment backtest. Confirm availability and the appropriate scope for your team.

Mosaic is available in the web app for enabled accounts with Easel access, relevant data entitlements and a separate Mosaic credit balance. Research, including trials, and ranking use those credits.

A completed trial helps estimate the usage of a larger run; the estimate is not a fixed price. A Mosaic demo is an opportunity to discuss your research scope, source requirements, access and usage with Portrait.

A research question and an example company universe are a useful starting point. You do not need a finished framework: bring the questions your team asks repeatedly and the evidence you would want to review.

Use the demo to explore how Mosaic could fit your research process, from defining the brief to reviewing company findings and deciding whether a ranking is useful.