Start tracking companies with price history in place
Portfolio companies blur together in spreadsheets. This workflow captures historical price trends the moment you add a company, giving you a baseline for tracking growth and exit timing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get historical prices
Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.
Why this helps
Portfolio tracking is scattered. Adding a company means manual research. Historical context gets lost in notes or spreadsheets. Harder to spot trends.
- Baseline data auto-captured on entry
- Track growth curves over time
- Spot exit signals early
- Reduce portfolio analysis friction
Setup
Build it in a few focused steps.
- 1Connect Kommo and Yahoo Finance integrations in Notis.
- 2Tell Notis: 'When I add a new portfolio company record in Kommo, fetch its 2-year price history.'
- 3Choose how far back to pull (1 year, 5 years, available history).
- 4Test by adding a sample portfolio company and verify the historical data attaches.
- 5Use the history to set baseline performance expectations for each holding.
Questions about this workflow
Can I track private companies too?
Not through Yahoo Finance directly. But you can manually input benchmarks or use industry comparables for context.
What if the company went public recently?
Notis pulls whatever history Yahoo Finance has. For recent IPOs, you get IPO-to-present data.
How do I export this for exit analysis?
Notis stores the data in Kommo. You can export or run reports via Kommo, or ask Notis to generate a portfolio summary document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Kommo to Yahoo Finance. A trigger fires from one place; an action lands in another.
Kommo triggers
Yahoo Finance actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get historical prices
Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get company profile
Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.
Get market news
Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.
Get quote
Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.
Search tickers
Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.
Connect any two apps with Notis in the middle.
Kommo and Yahoo Finance, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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