Company Universes 101

The following pages explains everything you need to know about company universes, including how to create, edit, and manage them so you can tailor Tracenable to your needs.

A company universe is a set of companies you select for analysis or export. Universes give you control over which companies you want to work with, whether that’s a peer group, an index, or the entire Tracenable coverage. Once created, a universe can be reused across different datasets and workflows, so you don’t need to start from scratch every time.

On the following pages, you’ll find step-by-step guidance for managing universes:

• Create a Universe – start fresh from the Universe Panel or the Company Screener.

• Add or Remove Companies – adjust your universe composition directly from the screener.

• View Companies in a Universe – filter the company screener to see which companies belong to a given universe.

• Rename a Universe – update the name and description of your universes to keep things organized.

• Delete a Universe – remove a universe when it’s no longer needed.