Run Faster Earnings Analysis with Daloopa Skills
Every earnings season, the same workflow repeats across every company in your coverage universe: results drop, you update key metrics in your model, compare performance against estimates, listen to the call, and then work through the full model update and research questions that drive your forecast revision. For analysts covering large universes, that cycle runs dozens of times over a compressed window. Each iteration takes hours, and the next name on the list does not wait.
Daloopa Skills are purpose-built for this repeating workflow. Each skill is a specialized prompt running on Daloopa’s MCP that gives LLMs like Claude (or other MCP-compatible AI tools) the instructions to retrieve the right data, run a structured analysis, and return a finished output you can act on immediately. You enter a ticker. You get back a complete, cited report in minutes. The goal is straightforward: less time on retrieval and setup, more time on the judgment calls that actually move your work forward.
Three Skills Built for Earnings Season
Daloopa offers 15+ Skills prebuilt in Claude for equity research workflows. Three are especially useful once results drop, each handling a distinct part of the post-earnings process analysts run every reporting cycle.
The Earnings Skill
The Earnings skill generates a complete post-earnings read on any public company on Daloopa’s coverage list with a single command. It pulls reported results across financials, operating metrics, and company-specific KPIs, tracks actuals against prior guidance, and returns an HTML report that covers cost structure, management commentary, and a forward outlook analysis. The guidance tracking is built into the output, so you are not running a separate step to reconcile what management said against what they delivered. If you are covering 20 or 30 names this season, having that full read ready before a call starts changes how you use the time you do have.
The Inflection Skill
The Inflection skill auto-detects the largest metric accelerations and decelerations across every data series Daloopa tracks for a company. During earnings, the most important question is usually not what the numbers are but what changed. Revenue growth reaccelerating, margin compression deepening, a KPI moving in a new direction: the Skill ranks those trend breaks by magnitude and presents them in an HTML report with an inflection heatmap so you can see at a glance which metrics are gaining or losing momentum.
The Guidance Tracker Skill
The Guidance Tracker skill maps management guidance accuracy across every reported period. For each guidance metric, it pulls the guidance issued on one earnings call and compares it to the actual result the following quarter, calculates the beat or miss, and identifies patterns over time. The output is an HTML report that includes a credibility assessment: whether management’s guidance is informative or conservative, and whether you should take the current forward print at face value or adjust for a consistent sandbagging pattern. For companies where guidance credibility drives your estimate, this is the step that usually takes the most time to reconstruct manually.
Why Investment Firms Are Using Daloopa Skills
1. Every Number Is Cited to Its Source
Every data point in a Daloopa Skills output is hyperlinked to its original source document. When a number looks unexpected, you can verify it in one click without going back to the source manually. During earnings season, when you are passing outputs to a PM or putting numbers into a note, that citation trail is not a nice-to-have. It is what makes the output usable.
2. The Underlying Data Is the Most Complete Available
Daloopa Skills run on Daloopa’s fundamental dataset, which covers 5,500-plus tickers globally, with more data points per company than other providers. The KPIs, segment breakouts, and guidance line items that define your coverage names are already in the dataset and kept current. A gap in the underlying data is what forces a manual detour and breaks the speed advantage Skills are designed to give you. Daloopa is built so that detour does not happen.
3. The Output Is Structured, Not a Summary
Each Skill returns a structured output, not a summary or a chat response. The data is organized for fast review across the dimensions that matter for that specific analyes: actuals vs. guidance for the Earnings Skill, period-over-period trend changes for the Inflection Skill, beat and miss history for the Guidance Tracker. You are not parsing a wall of text to find what you need. The output is built around the questions you are already trying to answer.
Start Using Daloopa Skills This Earnings Season
To learn more, watch our how-to video to see Daloopa Skills in action, or read our Skills documentation to connect the MCP and run your first Skill. to connect the MCP and run your first Skill. You can access the full Skills library via the Daloopa Skills open GitHub repository for use with other MCP-compatible tools.
