A research workspace for US and Mexican public markets. It brings company financials, filings, ownership data, screeners, valuation and macro into one browser-based tool, available in English, Spanish and Portuguese.
Investment teams, banks and brokers, corporate finance and IR teams, advisory firms and universities.
Use the contact form or email info@edi.finance. Tell us a few tickers you follow and we'll use them in the demo.
Pricing depends on the number of users and the products you need. Ask us for a quote.
US SEC-reporting companies and Mexican BMV-listed issuers today, with Brazil next. See Coverage for counts and history.
As-reported shows the line items exactly as the company filed them. Standardized maps them to a common template so you can compare companies directly.
US financials have structured coverage from 2009, 13F holdings from 2013, US prices from 2007, and Mexican standardized financials from 1988. Details on Coverage.
Yes. You can switch between adjusted and unadjusted series.
Email info@edi.finance with the ticker, field and period. We'll check it against the filing and reply.
No. The Workspace runs in your browser.
Press ⌘/Ctrl + K anywhere and type a name, ticker or SEC CIK.
Yes. The DCF tool starts from the company's own financials; adjust the assumptions to see the implied value.
It filters SEC-registered institutional managers by AUM, number of positions, top-10 concentration, filing recency and tickers they must hold.
Yes. Financials, screens, holdings and panels export to Excel or CSV in the same shape as on screen.
Yes. Switch the interface and statement labels between English, Spanish and Portuguese, and convert figures to another currency.
Yes — click ? on any Workspace screen for a short video on that feature.
Yes. It covers prices, fundamentals, screening, ownership, funds and ETFs, fixed income, FX, rates, macro, indices and bulk exports. Docs and the OpenAPI spec are at api.edi.finance.
Create an API key from your signed-in account and send it as X-API-Key or Authorization: Bearer.
Yes. Install it from api.edi.finance/addin, connect your API key under EDI → Setup, and use formulas such as =EDI.VALUE("AAPL-US","MARKET_CAP").
Possibly — internal use, products for other businesses and products for consumers are licensed differently. Contact us with your use case.
No. Each license is for one named person. Colleagues need their own login under your company's agreement.
Your company's account admin emails info@edi.finance with the names and work emails.
Use "Forgot password" on the sign-in page. If the email doesn't arrive in a few minutes, check spam, then contact info@edi.finance.
Yes, with attribution ("Source: EDI Finance"). Publishing or sharing raw datasets outside your organization requires permission.
Email info@edi.finance or call +1 (646) 980-2501.