The Portfolio Agent Now Looks Up Live Symbols for Stocks and Securities, Instead of Guessing From Memory.
Published: September 3, 2026
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.
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
Working on something similar? How I work covers the rates, the availability and what I take on.