EDI Finance / Use cases / Investment teams

For investment teams

Asset managers, wealth teams and independent analysts use EDI Finance to find ideas, check positions and see who else owns what.

Generate ideas — Screen US and Mexican equities on margins, leverage, growth and momentum. Save the screen.
Do the work — Read the statements as reported, then standardized, and benchmark against peers.
Watch the holders — See which 13F managers added or cut a position last quarter, and what insiders did.
Compare funds — Open any ETF's or fund's holdings and see overlap with your own book.
Value it — Run a DCF pre-filled with the company's financials.
Keep it current — Save the layout and pick up where you left off.

Products for this team

Most investment teams start in the Workspace and add Excel for models or the API for risk and reporting systems.