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Add/Remove Companies to/from a Universe

This page explains how to add and/or remove companies to/from an existing universe in Tracenable.

Follow the four steps below to add and/or remove companies to/from an existing universe:

1

Open the Company Screener

2

Search & filter companies (optional)

To find the companies you're interested in, you can:

  • Search: Use the search bar to look for specific company names or tickers.

  • Filters: Leverage filters to narrow down the list. You can filter by Country, Sector, Industry, Revenues, and more.

3

Select companies you want to include

Simply click the rows of the companies you want to include in your Universe. They will become highlighted.

4

Add the selected companies to a universe

With your companies selected, click on the Add XX to Universe button (where XX is the number of companies you've selected). This action will reveal a list of your existing universes. You can then simply add the companies selected to a given Universe by simply clicking on its name.

Screenshot showing the button to add companies to a universe

To remove companies from an existing universe, select them in the table and click the Remove XX from Universe button instead.

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