Getting Started
A quick-start guide to getting started with the TagniFi platform.
Quick Search 0:52
How to find companies and deals using the Quick Search window.
Installing the Excel Plugin 1:41
How to install the TagniFi Excel plugin and add your Excel key.
Excel Model Library 1:47
How to get started with pre-built Excel models using the TagniFi Model Library.
TagniFi Console
Take advantage of powerful search capabilities with the TagniFi Console.
Searching Companies 5:16
How to search for companies by keyword, industry, SIC code, size or valuation.
Searching Deals 3:20
How to search for deals by type, terms, keyword, industry, SIC code, or size.
Customizing Search Results 1:06
How to customize the fields displayed in the Console’s search results table.
Copying Tickers and Deal IDs 1:01
How to copy tickers or deal IDs from search results or profiles to your Excel models.
Exporting to CSV 1:01
How to export and download your search results to a CSV file with one click.
Quick Search 0:52
How to find companies and deals using the Quick Search window.
Searching Funds 1:50
How to search for closed-end mutual funds by keyword, category, subcategory, and more.
TagniFi Excel Add-In
Learn how the TagniFi Excel Plugin is helping investment and finance professionals automate their analysis in Excel.
Installing the Excel Plugin 1:41
How to install the TagniFi Excel plugin and add your Excel key.
Excel Model Library 1:31
How to get started with pre-built Excel models using the TagniFi Model Library.
Right-Click to Audit 1:03
How to view the source filing and as-reported transparency for TagniFi data in Excel.
Function Builder 5:18
How to build custom Excel models using the TagniFi Function Builder.
Save As Values 1:15
How to convert TagniFi models to hard-coded values for sending to clients and colleagues.
Using Vintage Dates 3:20
How to use vintage dates for point-in-time analysis in your Excel models.
Running Public Comps 8:17
How to run a comparable public company analysis with the TagniFi Excel plugin.
Running a DCF Analysis 6:45
How to run a discounted cash flow (DCF) analysis with the TagniFi Excel plugin.
Running Transaction Comps 3:20
How to run a comparable transaction analysis with the TagniFi Excel plugin.