Daloopa is a specialized AI-powered data infrastructure platform designed for financial analysts, investment firms, and developers building financial AI agents. The platform focuses on extracting, structuring, and delivering highly accurate financial data from thousands of global tickers. By converting unstructured financial documents, such as public filings and earnings reports, into clean, structured data feeds, Daloopa helps investment teams bypass manual data entry and accelerate their research workflows. The platform is engineered to integrate seamlessly with existing financial models, spreadsheets, and modern large language models, providing a reliable foundation for automated analysis and decision-making. Through its robust data pipelines, Daloopa ensures that financial institutions and AI developers can access historical and real-time financial metrics with high precision. Ultimately, the service serves as a critical bridge between raw corporate disclosures and the sophisticated quantitative models used by modern financial services.
Problem: Financial analysts spend days manually extracting historical KPIs and financial metrics from PDF filings to build new valuation models.
Solution: Daloopa provides downloadable, pre-populated Data Sheets with up to 14 years of historical data across 5,500+ tickers.
Example: An equity research analyst uses Daloopa Data Sheets to instantly generate a comprehensive Excel template for a newly covered tech firm, cutting initial modeling time.
Problem: Updating existing financial models with fresh quarterly data during earnings season is time-consuming and prone to manual entry errors.
Solution: The Daloopa Excel Add-In allows analysts to refresh their active models with the latest reported figures in one click.
Example: A hedge fund analyst uses the Excel Add-In to update their portfolio models with newly released Q3 earnings numbers instantly, saving hours per ticker.
Problem: General-purpose LLMs and AI agents often hallucinate financial data or struggle to retrieve precise, unstructured table metrics from public filings.
Solution: Developers integrate Daloopa's API or MCP (Model Context Protocol) to supply AI agents with a clean, structured, and auditable financial database.
Example: A fintech developer builds an automated investment chatbot that uses Daloopa's API to retrieve source-linked, verified revenue KPIs for 5,500+ public companies.
Target audience: Best for: Buy-side and sell-side financial analysts, investment software developers, and hedge fund portfolio managers.
Pricing: Paid · Categories: Developer Tools, Finance, Research
Tags: ai agent, developer tools, finance, research, spreadsheet
Daloopa is an AI-powered financial data platform that converts unstructured corporate filings into structured metrics. It provides coverage for more than 5,500 global tickers with up to 14 years of historical data. Financial analysts and software developers use Daloopa to automate spreadsheet updates, initiate coverage models, and provide verified financial datasets to quantitative models and autonomous agents.
Daloopa provides pre-built financial data sheets, an Excel add-in for updating existing financial models in one click, and an API for programmatic access. It also includes Model Context Protocol integration to feed structured information directly to large language models. Every metric delivered by the platform contains a hyperlinked reference that links back to the original source document for auditing.
Daloopa is designed for buy-side and sell-side financial analysts, hedge fund portfolio managers, and investment software developers. Equity research teams use the platform to speed up new company coverage and manage earnings season updates. Developers use its API and protocol integrations to supply clean, auditable corporate disclosure metrics to financial AI agents and quantitative applications.
Daloopa maintains transparency by linking each extracted data point directly to its primary source in public disclosures and corporate filings. Users can click on these hyperlinked source references inside their spreadsheets or workflows to trace any historical number or quarterly KPI directly back to the original filing document, which helps prevent entry errors and supports compliance checks.
Daloopa operates on a paid subscription model. Because specific pricing plans, tier details, and custom enterprise options are not listed in the public context, interested teams and investment firms should contact Daloopa directly through their official website to request pricing quotes and product demonstrations.