Have a fund in mind?
Have a fund in mind?
Identify, analyse and track the best funds
Identify the best funds
Edgefolio’s advanced search allows you to quickly identify the funds that best match your mandate. The tool comes bundled with rich data (from Morningstar®) on a wide universe of about 150,000 active and passive funds, including ETFs.
Streamlined due diligence
View interactive factsheets of the funds you’re interested in, and get instant access to key fund and firm documentation.
Connect with managers
Need more information about a specific fund? Connect directly with the fund manager and gain deeper access.
Perform in-depth peer analysis
Edgefolio allows you to easily perform comparisons between custom groups of funds. The tool transforms rich data on a group of funds to highly visual comparisons on an absolute, relative and correlative basis — making it easy to spot high performers.
Blazing-fast calculations
Edgefolio lives on a powerful cluster in the cloud, meaning you don’t ever have to wait for updates to your calculations.
Export fund data for further analysis
If your needs go beyond Edgefolio’s existing reports, you can always download the data and use it with your in-house analysis systems.
Track the funds you are interested in
Create groups to track all the funds you are invested in, and keep an eye on the ones you’re considering. Forget messy spreadsheets and inbound emails with attached PDFs, Edgefolio allows you to have all your fund data in one place.
Collaborate with your colleagues
Colleagues can share access to each others groups, making it easy to collaborate.
Export beautiful reports
Easily communicate insights with stakeholders with rich, visual reports.
Join Hundreds of Institutional Investors using Edgefolio
Ensure compliant, high-quality client communication.
What Our Customers Have to Say
Edgefolio is one of those tools where you go: Why hasn’t anyone thought of doing this before? It is an elegant and light application that has helped us move away from a clunky desktop based workflow.
Thomas Castri
ThalìaWe have worked closely with Edgefolio as they developed their solution, on which we are able to leverage Edgefolio’s front-end and combine it with our data to make the most advanced fund data management tool.
Eric Bissonnier
LumX GroupBefore Getting Started
Please write to us if you need more information. We’d be happy to help.
What data does your service provide?
Edgefolio comes with access to rich data on about 150,000 funds. This data comes from Morningstar®, and covers a range of active and passive funds, including ETFs.
Can I upload my own fund data?
Certainly. You can upload your data, both from your in-house systems or using one of our pre-built importers for major data providers.
Can I integrate your app with our internal analysis tools?
Yes, Edgefolio has a powerful data API that is easy to integrate with. Do write to us for assistance in integrating with your internal tools like Excel or Tableau.
Can your tool be rebranded to match our corporate branding?
Yes! Edgefolio can be fully rebranded to meet your internal brand guidelines.
Will your app work through our corporate firewall?
We do our best to make Edgefolio work through most corporate firewalls. Please get in touch with us if you’re having difficulty.
Can I invite managers to report to me through your app?
Yes, Edgefolio has a related data dissemination tool for managers called FundPortal. You can direct your managers to it to have them have them report directly to you.
Streamline Your Fund Research
See how Edgefolio can accelerate your screening, analysis and due diligence.
Get Started
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