Read any US or Mexican company from the filing up.

Financial statements, ownership, screeners, valuation and macro in one workspace — in English, Spanish or Portuguese. Every number links back to the document it came from.

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platform.edi.finance
EDI Finance Workspace — markets overview
EDI Finance Workspace — financial statements
EDI Finance Workspace — advanced charting
EDI Finance Workspace — equity screener
EDI Finance Workspace — peer comparables
EDI Finance Workspace — yield curves and macro

Built on the filings

Toggle any statement between as-reported and standardized. Open the source 10-K, 10-Q or BMV report in one click.

US and Mexico, side by side

Compare a Monterrey industrial with a Texas peer in the same table, converted to the currency you choose.

Your language, not just your interface

Menus, statement labels and line items in English, Spanish and Portuguese — so the whole team reads the same model.

EDI Finance Workspace — comparables

What you can do on day one

  • Search any company, fund, ETF or ticker with ⌘/Ctrl + K — or by SEC CIK.
  • Read income statement, balance sheet and cash flow — annual, quarterly or LTM.
  • Benchmark against peers on valuation, margins and growth.
  • Value a company with a DCF model pre-filled from its financials.
  • Follow ownership — 13F managers, fund and ETF holders, insider buys and sells.
  • Screen equities, funds, ETFs, bonds and IPOs with your own filters, then save the setup.
  • Chart and model in the charting workspace and the quant panel, then save the layout.
Tour the Workspace

When the data needs to live somewhere else

API

REST endpoints for prices, fundamentals, ownership, funds, fixed income and macro.

Read the docs

Excel

Formulas that pull EDI Finance data straight into your workbook.

Get the add-in

Coverage at a glance

US companies7,300+ SEC filers with 10-K/10-Q financials
Mexico150+ BMV issuers with standardized financials
Institutional managers13,000+ 13F filers
Funds and ETFs14,000+ US funds and ETFs with portfolio holdings
BrazilComing next

Full coverage details

Built for people who read filings for a living

Investment teams · Banks & brokers · Corporate finance & advisory · Universities

See your own coverage list in the Workspace.

Send us five tickers you follow. We'll walk you through them live.

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