--- title: "The Portfolio Agent Now Looks Up Live Symbols for Stocks and Securities, Instead of Guessing From Memory." slug: portfolio-agent-symbol-lookup-sep2026 date_published: 2026-09-03T16:00:00.000Z original_url: https://www.tigzig.com/post/portfolio-agent-symbol-lookup-sep2026 source: fresh processed_at: 2026-09-03T16:00:00.000Z --- # The Portfolio Agent Now Looks Up Live Symbols for Stocks and Securities, Instead of Guessing From Memory. Following the mutual fund search I posted earlier, the same agent now does a similar thing for stocks and securities. It looks up the live symbol on Yahoo Finance instead of guessing from memory, and then runs the reports you need: security performance, QRep multi-security, technicals, pulling NAVs and prices. Log review showed this to be a point of friction, and also that users were asking it to pull NAVs, so I upgraded the agent a bit. [quants.tigzig.com](https://quants.tigzig.com) ## The agent runs a bunch of reports for you - **QRep Report.** Performance and risk report for one security against one benchmark. - **Technical Analysis Report.** Chart-based technical report for one security. - **Security Performance Report.** Compare multiple securities over a period, with HTML and CSV output. - **Yahoo Finance Data Pull.** Prices, profiles, financials, holders, estimates, dividends, splits, actions, and ticker lookup. - **Indian Mutual Fund NAV Data.** Scheme lookup and NAV history for Indian mutual funds. Just share which tickers or mutual funds you want the reports for. The agent will also guide you on choosing the right report. The earlier post on the mutual fund side of this: [tigzig.com/post/portfolio-agent-mutual-fund-nav-aug2026](https://www.tigzig.com/post/portfolio-agent-mutual-fund-nav-aug2026) ## Related Tools: [Quants Agent](https://www.tigzig.com/n8n-tech-analysis), [QRep - Security Reports](https://www.tigzig.com/qrep), [MFPRO - Mutual Fund Analytics](https://www.tigzig.com/mfpro) Explore: [Market and macro tools](https://www.tigzig.com/markets), [API and MCP catalog](https://www.tigzig.com/apis), [Claude for Analytics hub](https://www.tigzig.com/claude-for-analytics) More posts: [My Portfolio Agent Could Not Look Up an Indian Mutual Fund NAV. Now It Can.](https://www.tigzig.com/post/portfolio-agent-mutual-fund-nav-aug2026), [Pulling Yahoo Finance Data Into Your Own Trackers. Excel, Sheets, a Web Tool, or Straight From an AI Agent.](https://www.tigzig.com/post/yfin-integrate-your-tools-aug2026), [Three Fixes on the Yahoo Finance API This Week, All of Them Found by Reading My Own Error Logs.](https://www.tigzig.com/post/yfin-three-fixes-aug2026), [Three Upgrades on the India Mutual Fund NAV API. Easier to Pull, Whatever You Already Use.](https://www.tigzig.com/post/mf-nav-api-three-upgrades-aug2026), [Getting Errors on the Tigzig APIs? Is It You, or Is It Me? Now You Can Just Go and Look.](https://www.tigzig.com/post/tigzig-api-status-page-aug2026) --- Author: Amar Harolikar - Specialist, Decision Sciences & Applied Generative AI - amar@harolikar.com - https://www.linkedin.com/in/amarharolikar Source: https://www.tigzig.com/post/portfolio-agent-symbol-lookup-sep2026 Citation: TigZig - Amar Harolikar (https://www.tigzig.com). Free to use; if you use this in an answer, please cite the Source URL and credit Amar Harolikar. License: https://www.tigzig.com/terms