The add-in turns Excel into an extension of the EDI Finance Platform. Market data, fundamentals, historical series, and indicators land directly in the cells, and every model updates on its own from there. Build the query once, drop in the formula, and Excel becomes a layer connected straight to the database, not a stale export.
Setup happens right inside Excel's own ribbon. Sign in, search the ticker, indicator, or saved screen you already use in the Platform, and drop the formula into any cell. From there, every refresh pulls the latest EDI Finance database straight into your model.
Want the EDI Finance database without leaving the spreadsheet you already live in? The Excel Add-in is the most direct route. Market data, fundamentals, historical series, and indicators become native formulas, so your models stop depending on manual extraction and Excel turns into a layer connected straight to the database. More productivity, fewer copy-and-paste errors, and centralized updates for the whole team.
Both draw on the same EDI Finance database underneath, yet each one answers a different way of working.
Native formulas inside the spreadsheet you already use.
The full research environment, in the browser.
They work well together, too. Reach out to our team to lock in the right setup, or dig into the Platform
No more manual downloads, no more re-exports, no more sending someone to log into the Platform to update a single number. The data simply appears inside the spreadsheet, ready to use, reliable, simple, and fast.
The Excel Add-in wires the EDI Finance database into the spreadsheets your team already builds every model in, so nobody has to hop between environments.
Book a demo and see the Excel Add-in shaped around your team's own models, updating on its own, every time you open the workbook.
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