Equity Data Science (EDS) 2026: Benefits, Features & Pricing

Equity Data Science (EDS) is a cloud-based equity research and portfolio management platform. EDS is designed for fundamental equity analysts, portfolio managers, and investment firms.

EDS provides powerful tools for idea generation, portfolio construction, and risk management. The Idea Generation module helps analysts uncover new investment ideas using a variety of quantitative screens and natural language processing algorithms. Analysts can then build conviction in their ideas using the Research Management System which centralizes all analyses, data, notes, and models in one place.

Portfolio managers use EDS to construct portfolios based on analyst recommendations. They can analyze factor exposures, diversification, and risk at the portfolio level. The Risk Management module allows managers to perform scenario analyses and stress tests to understand how their portfolios may perform under different market conditions. Performance Attribution provides insights into the key drivers of portfolio returns to help managers refine their investment process.