This is where the base stops being just data: market data, indicators, analytical tools, and reports, all wrapped in an interface built to optimize the analyst's performance.
Think of the EDI Finance Platform as the firm's central financial analysis environment. A broad, dependable historical base becomes something hands-on, deep, and built for decisions, pulling proprietary data, analytical tools, and export into a single workflow for analysts, portfolio managers, research, and financial operations.
Quick screening pass or full DCF model, the Platform's features cover the entire arc of the research you need. Choose one to see its description.
Set conditions across fundamental, technical, and market indicators and let the screener sweep the entire universe of assets. In seconds, only the names that meet every criterion remain.
Build a comparison table from the indicators you pick in the EDI Finance base and line companies, funds, or portfolios up against one another. Historical series align on their own and descriptive statistics are computed for you.
Plot, overlay series, switch timeframes, and layer technical indicators onto every view, with fundamental and technical analysis living inside a single workflow.
A Discounted Cash Flow model that comes preloaded with EDI Finance data. Project revenue, EBITDA, WACC, and target price while sensitivity analysis and scenarios run on their own.
Portfolio optimization grounded in Markowitz: map the efficient frontier, settle on the optimal risk-return allocation, set your own constraints, and simulate rebalancing across the entire history.
See how correlated assets move together through pair analysis, cointegration, and a normalized spread.
A broad library of financial indicators computed directly on the EDI Finance base — multiples, liquidity, leverage, profitability, growth, quality, and valuation— each one delivered as a consistent historical series.
Apply a wide set of technical indicators to any asset in the base, tuning parameters and periods wherever each indicator allows.
Market indicators such as P/L, P/VPA, EV/EBITDA, Market Value, and Enterprise Value, all derived from the full history of the EDI Finance base.
The complete profile of every issuer, gathering its identifiers, classifications, and all the attributes the base keeps.
Balance sheets, income statements, cash flow statements, and other financial statements in IFRS and additional standards, with comparable series and consolidation adjustments reaching back to 1986.
Historical price series already adjusted for dividends, splits, and bonuses, with international reach across stocks, funds, indices, currencies, and fixed income.
Dividends, bonuses, and splits, each one carrying its ex-date, payment date, and approved amount. These are corporate events tied to shareholder distributions.
Who controls the company, how much is free float, and how the key portfolios and indices are composed.
Relevant events and official company disclosures, ingested continuously.
And that's not everything. The Platform packs in more customizable resources, each one shaped to a different kind of analysis.
Proprietary data, analytical tools, and export all live in one environment. That means finding data, comparing assets, simulating scenarios, and producing analysis with the depth the market expects — all of it faster.
Across a wide range of roles, the Platform sits at the operational heart of everyday analysis.
Book a demo and see the EDI Finance Platform working right alongside your analysis team.
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