>ƒFinForge

Ticker Management

Learn how to add, edit, and manage stock tickers in your portfolio.

Opening the Ticker Manager

The ticker management is built into FinForge. Launch it by:

  • Double-clicking launch_finforge.bat, or
  • Running from command line (see Getting Started)

Adding Tickers

Single Ticker

  1. Type the ticker symbol in the input field (e.g., MSFT)
  2. Click Add or press Enter
  3. The ticker appears in the list
  4. Data fetching starts automatically in the background

Example:

Input: AAPL
Result: Apple Inc. added to list, data fetching begins

Validation Rules

  • Tickers must be 1-5 letters only
  • No numbers or special characters
  • Duplicates are not allowed

Removing Tickers

Delete a Single Ticker

  1. Find the ticker in the list
  2. Click the Delete button next to it
  3. Confirm the deletion

What Happens to the Data?

When you remove a ticker:

  1. The ticker is removed from your list immediately
  2. The data is scheduled for deletion in 3 days
  3. If you re-add the ticker within 3 days, the data is preserved
  4. After 3 days, data is permanently deleted on next app launch

See Data Cleanup Guide for details.

Editing Tickers

  1. Find the ticker in the list
  2. Click the Edit button
  3. Enter the new ticker symbol
  4. Click OK

Note: Editing a ticker schedules the old ticker’s data for deletion.

Selecting Tickers for Launch

When launching the Excel dashboard:

  1. Click on tickers to select/deselect them
  2. Selected tickers will be highlighted
  3. Click Launch Dashboard to open Excel with selected tickers

Fetching Data

Automatic Fetching

Data is fetched automatically when you:

  • Add a new ticker
  • Launch the dashboard with tickers that need updates

Manual Refresh

To refresh data for all tickers:

  1. Run the fetch script: .venv\Scripts\python.exe Internal\ticker_management\fetch_stocks.py
  2. Or use the refresh button in the launcher (if available)

What Data is Fetched?

For each ticker, the app fetches:

Category Data Types
Financials Income statement, balance sheet, cash flow (annual & quarterly)
Analyst Earnings estimates, revenue estimates, price targets, recommendations
Holders Major, institutional, mutual fund holders, insider roster
Insider Transactions, purchases summary
Historical Dividends, splits, price history
Other News, SEC filings, calendar, company info

See Available Data Reference for complete field list.

Where is Ticker Data Stored?

Tickers are saved in: data/tickers.json

{
  "tickers": ["MSFT", "AAPL", "GOOGL"]
}

Stock data is stored in: data/ folder as Parquet files

Troubleshooting

“Invalid Ticker” Error

Cause: Ticker contains numbers or is too long Solution: Use only letters, 1-5 characters

“Duplicate Ticker” Message

Cause: Ticker already exists in your list Solution: Check your list, ticker is already there

Data Not Fetching

Cause: Network issue or invalid ticker symbol Solution:

  1. Check your internet connection
  2. Verify the ticker exists on Yahoo Finance
  3. Check the terminal for error messages

Ticker Shows No Data

Cause: Yahoo Finance doesn’t have data for this ticker Solution: Some tickers (especially foreign or OTC) have limited data