Create a New Universe

This page explains how to create a new company universe in Tracenable.

There are two ways to create a universe:

Option 1 – From the Universe Panel

1

Open the Universe Panel

2

Create the Universe

In the panel, click the + New Universe button. A modal will appear, prompting you to give it a name and (optionally) a description:

Click Create Universe to save the newly created universe.

Option 2 – From the Company Screener

1

Open the Company Screener

2

Select the companies you want to include

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

3

Create the universe

Click the Add [XX] to Universe button at the bottom of the table

A modal will display a list of your existing company universes:

In the search bar, type the name of the new universe you wish to create instead of selecting an existing one.

Click the Create [Name of Universe] button to save the universe. It will contain the companies you have selected in step 2.