Let historical data guide your exit strategy
Exit timing is make-or-break. This workflow refreshes price history every quarter, so you see growth trajectories clearly and spot the right moment to move.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Exit readiness requires tracking long-term trends. Manual data gathering is tedious. Quarterly check-ins get forgotten. Miss optimal exit windows.
- Spot optimal exit windows
- Track growth vs. benchmarks
- Make data-driven exit decisions
- Remove guesswork from timing
Setup
Build it in a few focused steps.
- 1Connect Kommo and Yahoo Finance to Notis.
- 2Ask Notis: 'Every quarter on the first day of the month, pull updated price history for all portfolio companies and generate a performance summary.'
- 3Tell Notis how much history to include (3 years, 5 years, IPO-to-present).
- 4Receive the quarterly summary in your chosen channel (Slack, email, Telegram).
- 5Use the trends to inform exit strategy and board discussions.
Questions about this workflow
Can I customize the quarterly schedule?
Yes. Tell Notis to pull on a different date, add monthly checks, or sync right after board meetings.
What if a company hasn't IPO'd yet?
Notis skips it and notes it in the summary. You can manually track private company growth via Kommo notes.
How do I compare growth across companies?
Notis can generate a ranked summary showing each company's growth rate vs. sector benchmarks, so comparisons are instant.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Yahoo Finance.