Earnings results roll in throughout the season, and for every name you cover, your model has to keep up. That means pulling the actuals, KPIs, and segment figures you track, and entering them line by line in the model. When you cover 20 or 30 names, that process takes days you could be spending on analyzing and more meaningful work.
Daloopa’s Excel Add-In was designed by former analysts to replace this manual workflow. It connects your models to Daloopa’s structured, source-linked fundamental dataset so you can update your financial models with one click.
Connecting, Updating, and Rolling Up Data
The Add-In provides three core features, each handling a different part of the financial model update workflow.
Retrofit (optional)
Retrofit is a feature that you run once to connect your existing model to Daloopa’s data. By matching your current cell values, it inserts source hyperlinks into each matched row and sets the foundation for future one click updates. After retrofitting is complete, new data populates your existing structure. Each figure links back to its original source filing. Any cells that don’t match automatically will be shown for review. You can confirm the correct mapping before moving on.
Daloopa has also introduced an option to add newly disclosed data to existing models without the extra retrofitting step. This enables users to update their existing models immediately – even if not yet retrofitted or otherwise linked –without pausing workflows for retrofitting. This allows for an even faster turnaround.
Update
Once connected, the Update feature keeps your model current. With one action, it pulls the latest quarterly data into the right rows. It updates actuals, KPIs, and segment data without manual cell-by-cell work.
Updates appear in real time in the Add-In. You can also view them in your sheet. A color-coded overlay shows what is ready, in progress, or complete.
Update also works without prior retrofitting. You can add new data without a prior connection step. You still keep formulas and layout. Retrofit enables deeper links, sourcing, and smoother updates over time.
Create Rolled-Up Number
For metrics that roll up multiple line items, Create Rolled Up Number keeps the total connected by linking a single cell to an underlying aggregation of Daloopa data. Rolled-up figures update automatically with your model, without breaking your structure or hard-coding totals.
Why Analysts Are Using the Daloopa Add-In
1. Faster financial model updates during earnings season
Daloopa saves an average of two hours per ticker when updating models during earnings season. For an analyst covering 20 names, that translates to reclaiming a full week of time to focus on higher-value work.
2. Reliable, structured financial data
Daloopa maintains better than 99% accuracy across millions of data points. Every figure is drawn directly from company filings, earnings transcripts, and investor presentations.
3. Built-in source transparency
Source hyperlinks are embedded at the cell level. You can verify each data point with a single click — and that sourcing stays intact when the model is shared.
4. Preserves your layout and formulas
The Add-In works with your existing Excel models. You keep your templates, structure, and formatting, while Daloopa takes care of sourcing and updating the data.
Start Using the Daloopa Add-In to Automate Financial Model Updates Today
To see the Add-In in action, watch our how-to video. You can also visit our documentation for information on how to get started.
If you’re not yet a Daloopa customer, book a demo to see how it fits into your workflow.
