The Questions We Hear Most, Answered.

EDI Finance is a financial data and intelligence platform built on deep knowledge of the United States and Latin America, packing a complete toolkit for analyzing companies, funds, bonds, macroeconomic indicators and capital markets — so investors, asset managers, analysts and financial institutions can make calls grounded in dependable, standardized data.

The lineup spans the EDI Finance Platform — a complete environment for analysis and decision-making — alongside APIs and Data Feed for piping data into internal systems, plus purpose-built modules like Valuation (DCF), hypothetical portfolios, portfolio optimizer, Long & Short and asset screening.

Anyone under a contract — individuals or legal entities — plus the users they authorize once a login and password are requested. Handing credentials to someone outside the contract is off-limits under the Terms and Conditions of Use.

Request a demo by contacting the EDI Finance commercial team through the website or dropping a line to info@edi.finance. A dedicated team will size up your needs and map out a fitting solution, including the contracting options and modules available.

EDI Finance Data Feed is a scheduled extraction service that delivers data on a set cadence in a range of formats (CSV, JSON and more). It's built for corporate integrations, data lakes, BI dashboards and any application that relies on automated financial-data updates.

You reach the platform through an individual login — username and password — bound to the client contract. Each license belongs to one specific end user and falls under security policies, sometimes layered with IP checks, machine validation or extra authentication, depending on the contracted plan.

No. Access is personal and can't be transferred. Coworkers get on the platform only with their own login, tied to the same contracting institution.

From the login screen, hit “Forgot my password” and walk through the recovery email to set a fresh one. If nothing lands within a few minutes (peek in the spam folder), reach info@edi.finance for a hand.

When a company has several users, EDI Finance recommends naming a contract administrator or internal manager to handle requests for creating, revoking and changing accesses. That setup locks in traceability, compliance and security while making license management far easier as the team changes over time.

Only the EDI Finance team can provision access, once an email to info@edi.finance spells out the company/contracting party, the name, the corporate email and the type of access needed.

Access is personal — login and password — and tied to the contracted product (the EDI Finance Platform). Whether you can run it on several devices at once varies by contract and licensing, so when unsure, ask your administrator or email info@edi.finance. Keep in mind: sharing credentials between people is barred by the Terms and Conditions of Use.

Get in touch at info@edi.finance. The support team will track down what triggered the block, guide you through whatever's needed (a password reset, for example) and restore access if that's called for.

We follow our Privacy and Data Governance Policy, putting organizational and security controls in place that match the scale and criticality of our services. That reaches individual credentials, password best practices and incident-response procedures. For the full picture, see the Policy and the Terms and Conditions of Use.

Email your request to info@edi.finance (or your EDI Finance consultant), naming the contracting party, the product and the users to add or change. Our team logs the ticket, verifies it against the contract terms and puts the change into effect.

Our data comes from official sources, long-established providers and the main international exchanges. That blend gives you broad coverage and data you can rely on.

Databases update daily, across several windows through the day that follow each official source's release schedule. Within the EDI Finance Platform, real-time updates on things like quotes and news sit on top of the daily closing and consolidation routines.

Yes. Cash distributions, stock dividends, splits and reverse splits are all processed and flowed through into the price series. Within the platform, you can flip between adjusted and unadjusted prices, deflate by different inflation indices, convert to other currencies and study several views of the same series — transparency and comparability stay intact throughout.

Two layers do the work: (i) automated validations built on rules and consistency checks; (ii) hands-on curation by the Data Quality team the moment a discrepancy surfaces. That approach keeps data reliable and gets fixes out fast whenever an official source revises or republishes information.

Gaps can trace back to differences in sources, calculation methodologies, adjustment criteria, cut-off dates, rounding, after-the-fact revisions and specific treatments like balance-sheet normalization and consolidation. EDI Finance leans into methodological transparency and hands you the parameters to tune the view to what you need.

Yes. We hold deep historical series, with depth that varies by asset and indicator. Equities: historical coverage since 1986 (delisted companies included). US equity indices: series like Dow Jones (since 1920) and S&P 500 (since 1927). Inflation series go back to 1939/1944, depending on the index. Nasdaq Composite since 1971; Nikkei 225 since 1965. Latin America is covered too, with several decades of history across Mexico, Brazil, Argentina, Chile, Colombia and Peru.

The platform handles fundamental analysis — financial statements, indicators and multiples — plus market analysis like prices, volume and volatility, macroeconomic analysis, corporate actions and event studies, strategy backtests, portfolio construction, screening and side-by-side comparisons of companies and assets. On top of that come advanced modules like DCF valuation, portfolio optimization, portfolio backtesting and Long & Short trade simulations.

Hypothetical Portfolio lets you simulate and follow how an investment portfolio behaves, setting assets, weights, entry and exit dates and rebalancing events. It's there to test strategies, stack results against benchmarks and dig into returns and risk across different periods, all powered by historical and up-to-date data.

Yes. EDI Finance exports data in several formats — Excel, CSV and others — within your contractual limits and the policies of the original sources.

Yes, when it's specifically contracted. EDI Finance offers real-time (RT) data across several markets, under the rules and licensing set by exchanges and providers. Without an RT contract, information may arrive end of day (EOD) or delayed, depending on availability and contract terms.

The Corporate Actions module pulls together dividends, interest on equity, stock dividends, splits, reverse splits and other corporate events into one place. You can track dates, values, percentages, quantities and history — which makes return analysis, distribution-policy studies and comparisons across companies and periods far simpler.

EDI Finance APIs let companies drop EDI Finance data and content directly into their own systems, platforms, digital products, dashboards, applications, portals and internal workflows. Right now EDI Finance serves APIs across four domains of the same proprietary base — news, fundamentals and market data, funds and fixed income — reachable over REST and WebSocket.

EDI Finance's APIs span four domains today: news (Mover newsroom, source aggregation and official documents); fundamentals and market data (indicators, multiples, end-of-day OHLC quotes, indices and benchmarks across the whole market, plus portfolio optimization and backtesting); funds (the full fund universe of roughly 99k vehicles, with performance, composition and overlap); and fixed income (corporate bonds, ABS and MBS, Treasuries and the yield curve, alongside the issuer credit-risk read). You connect over REST and WebSocket.

The API is for structured, on-demand queries, usually wired into systems and applications that need to pull data dynamically. Data Feed is the better fit for recurring, high-volume or standardized database deliveries — the kind used to populate internal environments like databases, data warehouses, data lakes and BI tools.

EDI Finance runs different commercial models depending on the use case. You can contract APIs for internal use, where data or content never leaves the contracting organization; for B2B, where a company uses the API to power solutions for other companies; or for B2B2C, where data or content is baked into digital products that reach end customers. Each one needs its own commercial, contractual and licensing assessment.

Yes. The News API can feed portals, apps, home brokers, investment platforms, intranets, logged-in areas, newsletters, dashboards and other digital environments — provided the use falls within the contract and respects the commercial, technical and licensing conditions agreed with EDI Finance.

Yes. The APIs page has a dedicated section for custom projects. In those cases, the EDI Finance team can build the whole solution end to end, from understanding the need to the final technical delivery. To pin down scope, timeline and investment, reach the commercial team and ask for a quote.

Start by contacting the EDI Finance commercial team and laying out the use case, target audience, integration environment, expected volume, distribution model — internal use, B2B or B2B2C — and technical requirements. With that in hand, EDI Finance works out the best commercial model, access scope, contractual conditions and the next steps to implement.

Yes. EDI Finance offers Data Feed, a scheduled delivery service you can use with Power BI, Python, R and other BI/analytics tools. Use stays restricted to the contracting party, in keeping with the Terms and Conditions of Use and the contracts with original sources.

Platform: there's no preset ceiling on everyday queries and exports. Data Feed: contracted limits do apply (volume/frequency/scope), spelled out in the service agreement. Unsure? Reach info@edi.finance.

Email info@edi.finance or call +52 (55) 5525-2518. If a specialist is already helping you, you can just reply directly to the email of whoever handled your last request.

Yes. We run presentations and training for individuals, corporate teams and educational institutions. To book one, email info@edi.finance with the objective, the audience and the products you're interested in.

Go to the EDI Finance website at https://edi.finance/tutorials. Under How it works you'll find videos and guides sorted by tool and topic (Web Platform, Data Feed).

Report it straight to your support specialist or drop a note to info@edi.finance. Spell out the product, the steps to reproduce, screenshots where you can, and the impact you saw. That speeds up both analysis and resolution.

Support helps with how the system works, where to find data and operational guidance. For deeper methodological questions — academic definitions, econometric models or advanced interpretations — EDI Finance can show you where the data and parameters live, but the methodology and how it's applied remain the responsibility of the user or institution.

Support runs during business hours on exchange trading days. On national holidays, or any day without a trading session, hours may be reduced.

Yes — academic use is allowed, as long as you credit the source (EDI Finance) and don't redistribute primary data publicly. Publications can show results, tables and charts. If you need to share full databases or primary data, clear it first with EDI Finance and the applicable contractual rules.

We suggest naming “EDI Finance” as the data source and, where you can, the module or database used. For instance: “Data obtained from the EDI Finance platform, accessed in [month/year].” If a standard like ABNT or APA calls for it, add the bibliographic reference and the provider's institutional address.

Redistribution means handing platform data to third parties outside the contract — emailing spreadsheets of raw series, posting databases in repositories, exposing open APIs or publishing reports that contain primary data. It's barred by the Terms and Conditions of Use and by the contracts with the original sources. Breaking that can trigger contractual and legal sanctions, up to suspension of access.

Internal use means the data may only be used within the contracting organization or institution, by authorized users, for internal analysis and decisions. You can't offer it as a service, product or external content — even for free — or feed it into third-party systems without authorization. That definition is imposed by the original sources.

That depends on the data type and its licensing. Some sources require specific authorization for “non-display” use, where data never reaches human eyes and instead feeds automated systems. In those cases, extra charges and particular contractual rules can apply. Check with EDI Finance to shape the use case.

You can reproduce data in internal reports, studies, presentations and analyses, as long as you cite it: “Source: EDI Finance”. Keep in mind: external use or redistribution of databases isn't authorized, per the Terms and Conditions of Use.

We offer team licensing with terms sized to your scale and usage. We weigh the number of users, concurrent accesses and the databases you need (Platform, Data Feed) to recommend the best contractual setup. Reach info@edi.finance.

Yes. We back educational institutions for use in labs, classrooms and remote environments (Meet, Teams, Zoom and more), under an institutional contract. Reach info@edi.finance for academic options and to set up access. Keep in mind: use outside the educational setting isn't authorized — commercial use in particular — per the Terms and Conditions of Use.