About
Daloopa is a financial data infrastructure platform purpose-built to power AI agents, large language models, and analyst workflows across the investment research lifecycle. Trusted by 160+ of the world's largest hedge funds, mutual funds, and bulge bracket banks—as well as leading AI companies like OpenAI and Anthropic—Daloopa delivers unparalleled breadth and depth of fundamental financial data. The platform covers 5,500+ global public companies with 14 years of historical data, providing 4–10x more data points per company than competing providers. Every number is source-linked back to its original filing or document, enabling complete auditability and transparency at scale. Daloopa offers multiple products to fit different workflows: **Data Sheets** for quickly building or initiating coverage models in Excel; an **Excel Add-In** for one-click model updates during earnings season; **Scout**, an AI Excel agent that builds and maintains financial models with a native Daloopa data layer; a **REST API** for programmatically ingesting fundamental data into custom analytics and agents; an **MCP server** for equipping any LLM or AI agent with trustworthy financial retrieval; and **Cloud Integrations** for real-time data delivery directly into analyst workspaces. By eliminating manual data gathering, Daloopa cuts up to 70% of the time analysts spend initiating new coverage models and saves an average of 2 hours per ticker during earnings season. It is the go-to solution for financial professionals and AI builders who need accurate, complete, and audit-ready data at scale.
Key Features
- Source-Linked, Audit-Ready Data: Every data point is hyperlinked to its original source document, delivering >99% accuracy across millions of financial data points with complete auditability.
- 5,500+ Global Ticker Coverage: Access comprehensive fundamental data on over 5,500 public companies globally, with 14 years of history and 4–10x more data points per company than competing providers.
- Scout AI Excel Agent: An AI-powered Excel agent that agentically builds and maintains financial models using Daloopa's native data layer, delivering hallucination-free, source-linked outputs.
- MCP Server & API Access: Equip any LLM or AI agent with trustworthy financial data via Daloopa's MCP server, or programmatically ingest thousands of KPIs at scale through the REST API.
- Excel Add-In & Data Sheets: Automate model updates during earnings season with one click, or download full data sheets to quickly initiate coverage—cutting ramp time by up to 70%.
Use Cases
- Investment analysts initiating coverage on new equities by downloading pre-built data sheets for 5,500+ tickers to accelerate model creation.
- Portfolio managers and analysts updating financial models in Excel during earnings season using the one-click Add-In to pull the latest fundamentals.
- AI/ML engineers and quant developers building custom financial agents or analytics platforms that require programmatic access to accurate, source-linked fundamental data via API.
- Financial institutions deploying LLM-powered research tools that need a hallucination-free, auditable data layer via the Daloopa MCP server.
- Hedge funds and asset managers standardizing their data infrastructure to ensure every output in their research cycle is traceable, accurate, and audit-ready.
Pros
- Industry-Leading Accuracy: Over 99% average accuracy across millions of data points, with every figure traceable to its original filing, making it ideal for regulated and audit-sensitive environments.
- Eliminates AI Hallucinations: By providing an auditable, source-linked data layer, Daloopa removes the hallucination risk that plagues LLMs when used for financial research and analysis.
- Significant Time Savings: Cuts up to 70% of model-building time when initiating coverage and saves analysts an average of 2 hours per ticker during earnings season.
- Flexible Workflow Integration: Supports analysts, developers, and AI builders through multiple delivery formats—Excel, API, MCP, and cloud—making it adaptable to diverse tech stacks.
Cons
- Primarily Financial Services Focused: Daloopa is purpose-built for financial institutions and investment research, making it less relevant for users outside of finance or capital markets.
- Enterprise Pricing Complexity: Full-featured access is geared toward institutional clients, and pricing transparency for smaller teams or individual analysts may require a demo or direct inquiry.
- Excel Dependency for Some Features: Several key workflows (Add-In, Data Sheets, Scout) are built around Microsoft Excel, which may not suit teams using alternative data or modeling tools.
Frequently Asked Questions
What is Daloopa?
Daloopa is an AI-ready financial data infrastructure platform that delivers source-linked, audit-ready fundamental data across 5,500+ global public companies. It powers AI agents, LLMs, and investment research workflows for financial institutions and developers.
How accurate is Daloopa's financial data?
Daloopa maintains an average accuracy rate of over 99% across millions of data points. Every figure is hyperlinked to its original source document, enabling full auditability and transparency.
What is Daloopa Scout?
Scout is Daloopa's AI Excel agent that agentically builds and maintains financial models. It uses Daloopa's native data layer to deliver source-linked, hallucination-free outputs for 5,500+ global tickers.
How can developers integrate Daloopa into their AI applications?
Developers can integrate via Daloopa's REST API to programmatically ingest thousands of KPIs at scale, or use the Daloopa MCP server to connect any LLM or AI agent to its auditable financial database.
Who uses Daloopa?
Daloopa is used by 160+ of the world's largest hedge funds, mutual funds, and bulge bracket banks, as well as leading AI companies including OpenAI and Anthropic. It serves both analysts and AI/data engineering teams.
