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EDI Finance / Guides

Guides

Every screen in the Workspace has its own short how-to video. Click ? in the Workspace to watch the one for the screen you're on.

EDI Finance Workspace — help video panel

Topics covered

Finding a company by name, ticker or CIK
Financials: as-reported vs. standardized, annual, quarterly and LTM
Peer comparisons
DCF valuation
13F managers, fund and ETF holdings, insiders
Equity, fund, ETF and bond screeners
Charting and the quant panel
Switching language and currency
Saving a Workspace layout

Developers

API documentation: api.edi.finance
Excel add-in setup: Install guide

Still stuck? Email info@edi.finance or contact us.