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.