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.