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3. Create a company

You can create a company from the portfolio details page, clicking on the “Add company” button.

Portfolio details page empty

If you enter the ticker and then click on “Search company”, you will get some fields from the Yfinance API that can be used to populate the form automatically.

Set the fields of the company

Not all the fields can be populated since they don’t match 1:1 the app’s information, but you can write them manually.

Screenshot 2024-08-17 at 11 27 46

Once you have finished, click on the “Create” button and the company will be added to the portfolio.

Screenshot 2024-08-17 at 11 29 38

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