# Portrait Research > Portrait Research is an AI investment research platform for fundamental investors and institutional investment teams. Portrait Research is operated by Portrait Analytics, Inc. This index describes the public marketing site. The product at app.portraitresearch.com requires an account; data access, licensing and capabilities depend on the workflow and account. Public documentation does not grant access to customer data or licensed sources. ## Products and workflows - [Portrait Research](https://portraitresearch.com/index.md): Portrait Research is an AI investment research platform for fundamental investors and institutional investment teams. Source access and attribution vary by workflow, account, and licence. - [Easel](https://portraitresearch.com/easel.md): Understand how Easel plans multi-step research, which sources and workflows it can use, what it returns, and where its limits apply. [User guide](https://portraitresearch.com/documentation/easel/what-is-easel.md). - [Deep Research](https://portraitresearch.com/deep-research.md): Understand the Deep Research pipeline, define an appropriate scope, inspect the Portrait Review and Appendix, and verify the evidence. [User guide](https://portraitresearch.com/documentation/research/research.md). - [Screening](https://portraitresearch.com/screening.md): Find companies that fit your research criteria with quantitative and qualitative filters. Build and run screens on the web and iOS. [User guide](https://portraitresearch.com/documentation/screening/introduction-to-screening.md). - [Mosaic](https://portraitresearch.com/mosaic.md): Apply reusable research across companies in Screening or Task mode, review company dossiers, and optionally rank Screening results. [User guide](https://portraitresearch.com/documentation/mosaic/overview.md). - [Monitors](https://portraitresearch.com/monitors.md): Understand how Monitors combine companies, signals, sources, and delivery settings to surface matching developments. [User guide](https://portraitresearch.com/documentation/monitors/monitors.md). - [Company Research](https://portraitresearch.com/companies.md): Find a company and choose its Primer, quarterly Case Studies, relationships, source documents, or your existing research. [User guide](https://portraitresearch.com/documentation/company-research/overview.md). - [API and infrastructure](https://portraitresearch.com/api.md): Use the partner data API with its own audience, scopes, access requirements, and error contract. [User guide](https://portraitresearch.com/documentation/integrations/partner-api.md). - [Integrations](https://portraitresearch.com/integrations.md): Compare the web app, iOS, MCP, Slack, Microsoft Teams, email, and CLI without assuming feature parity between surfaces. [User guide](https://portraitresearch.com/documentation/reference/capabilities-by-surface.md). - [Portrait for iOS](https://portraitresearch.com/ios.md): Easel, Deep Research, Monitors, Companies, Screening, Inbox, and scheduled-task run history and answers · Create, edit, and run screens with the conversational filter builder; review company results, export CSV, and create a Project from the result set. Use web for manual filter controls and automatic-run schedules. Companies and company subpages are supported. Inbox opens Screening runs and Monitor items without a Project. General Scheduled Research creation/management, Mosaic, Charts, My Library, and Settings remain web workflows. Mobile Monitor source controls are narrower; Monitor Pause/Resume changes notification delivery rather than evaluation [User guide](https://portraitresearch.com/documentation/reference/capabilities-by-surface.md). ## Documentation and evidence - [About Portrait Research](https://portraitresearch.com/about.md): Company identity, origins and current leadership. - [Data sources and your research](https://portraitresearch.com/data-sources.md): Financial datasets, licensed research sources, connected content and work on Excel financial models, Word investment memos and PowerPoint presentations in Portrait. - [How does Portrait reduce hallucinations?](https://portraitresearch.com/data-sources/#reduce-hallucinations): Research quality FAQ, also available in the [complete Markdown page](https://portraitresearch.com/data-sources.md). - [Do you have accuracy data?](https://portraitresearch.com/data-sources/#accuracy-data): Research quality FAQ, also available in the [complete Markdown page](https://portraitresearch.com/data-sources.md). - [Data sources and access guide](https://portraitresearch.com/documentation/data-sources/overview.md): Source coverage, access requirements and licensing limits. - [Documentation index](https://portraitresearch.com/documentation/llms.txt): All published guide pages, access requirements and limits. - [Documentation](https://portraitresearch.com/documentation/index.md): Start here to learn or build with Portrait. - [Complete publications index](https://portraitresearch.com/resources/llms.txt): All currently published research, product updates and perspectives. - [Publications](https://portraitresearch.com/resources/): Browse the public archive, with [Markdown index](https://portraitresearch.com/resources/index.md). Product pages, documentation and individual publications offer Markdown at their .md URLs and via Accept: text/markdown. Internal source documents may require a Portrait account and source permissions. ## Recent publications - [Part 2 of AI solutions for the Buy Side, Research Systems](https://portraitresearch.com/blog/part-2-of-ai-solutions-for-the-buy-side-research-systems.md): 2026-09-11 · AI solutions for the buy side. - [Software companies with customer concentration and weakening moats](https://portraitresearch.com/blog/software-companies-with-customer-concentration-and-weakening-moats.md): 2026-09-03 · Mosaic framework results. - [AI solutions for the buy side, Idea generation](https://portraitresearch.com/blog/ai-solutions-for-the-buy-side-idea-generation.md): 2026-08-24 · AI solutions for the buy side. - [BMRN BioMarin GC 2026 questions](https://portraitresearch.com/blog/2026-08-10-bmrn-biomarin-gc-2026-questions.md): 2026-08-10 · Canaccord Genuity 2026. - [QLYS — Questions for Management](https://portraitresearch.com/blog/2026-08-10-qlys-conference-questions-for-managementmd.md): 2026-08-10 · Canaccord Genuity 2026. - [Where Huawei's petaflops are actually landing — the SMIC wafer choke point](https://portraitresearch.com/blog/where-huaweis-petaflops-are-actually-landing-the-smic-wafer-choke-point.md): 2026-07-09 · China HPC production. ## Optional - [Security](https://portraitresearch.com/security/): Security controls and data handling. - [Talk to us](https://portraitresearch.com/demo/): Contact the Portrait team. - [Privacy policy](https://portraitresearch.com/privacy-policy/) - [Terms of service](https://portraitresearch.com/terms-of-service/) - [Master services agreement](https://portraitresearch.com/master-services-agreement/) - [Sitemap](https://portraitresearch.com/sitemap.xml): Canonical public HTML URLs.