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Daloopa
Daloopa is an investment research platform that extracts financial data and automates workflows for public equity professionals.
Daloopa is an AI-powered financial data infrastructure and investment research workflow platform designed for public equity professionals, analysts, and investors at hedge funds, mutual funds, and banks. It automates financial data extraction from filings into a structured dataset covering over 6,000 global tickers with 14 years of history. Every data point is source-linked to its original filing and audit-ready with over 99 percent accuracy. Users can access data sheets, use an Excel add-in to update models automatically, deploy the Scout AI agent, or use an API for programmatic access and custom analytics. The platform helps users initiate coverage faster, eliminate manual data entry, and power LLMs with reliable financial data.
Daloopa at a glance
- Best for: Finance, Researcher, Founder
- Runs on: Web, API
- Pricing: Free plan available; Core and Premium tiers offered; Daloopa Fundamentals API available.
- Released: April 2020
- Category: AI research tool
- Website: daloopa.com
Key features
- Source-linked fundamental data
- Excel add-in for automated updates
- Scout AI agent for Excel
- Programmatic API access
- Data sheets for 6,000+ global tickers
- 14 years of data history
- Audit-ready financial data outputs
Use it for
- Building new financial models when initiating coverage
- Updating models during earnings season
- Automating data updates in Excel
- Powering LLMs and custom AI agents with financial data
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