Resources
Webinar Series
Building Intelligent Finance Agents Using Claude Code and Daloopa
The investment research landscape is evolving—especially as both buy-side and sell-side firms look to build internal research agents and AI-powered workflows. However, many people don’t know where to start. In this introductory session, Daloopa CEO Thomas Li will show step-by-step how to use Claude Code to build finance agents that can create valuable outputs such […]
Using Daloopa MCP and AI for Equity Research Analysts
Explore how sell-side research analysts are leveraging Daloopa MCP to create faster, smarter reports using AI—with sourced data you can stand behind.
Using Daloopa MCP and AI for Long-Only Investors
See how mutual funds and long-only teams are tapping into AI workflows for quarterly updates, benchmarking, and risk analysis with full source traceability.
Featured Blog Posts
- Product Updates
- Product Updates
- Analyst POV
Podcasts
Volatility and Its Impact: How Investors Manage Risk in Turbulent Times
Beyond the Model: AI, Excel, and the New Operating System of Finance
Building the Analyst’s AI Stack: Inside Anthropic x Daloopa
Reviving Starbucks: Leadership, Challenges, and Strategies
Inside UnitedHealth: What Went Wrong – and What Comes Next
Tariffs: Sector Impacts and Strategies
You can’t model what you don’t understand
Product Updates
- Product Updates
- Product Updates
- Product Updates
Case studies
Deeper insights and faster decisions with AI-powered historical data at US-based Mutual Fund
See how one mutual fund saved two days per analyst during earnings and 50% when building new models with Daloopa.
"When I first started as an analyst I was shocked at how manual everything was. Thanks to Daloopa, I don't hate my job anymore."
Events
Wolfe Fintech Forum 2024
FAQs
No. You do not need to be using our data sheets in order to automatically update your models. In fact, we highly encourage you to use our plugin with any existing models you may already have to simplify updating for earnings or filling in any missing quarters. We don’t pull numbers in with a formula–everything is hard-coded, which means that anyone without Daloopa’s plug-in will be able to see the numbers as well, in addition to never #REF-ing out your models.
Yes. Daloopa has models for most major international companies, including ones that report in non-English languages.
Talk to us. Our technology enables us to process filings and build data sheets at an unprecedented scale.
Talk to us. Our technology enables us to process filings and build data sheets at an unprecedented scale. We’re on pace to add 750 models to companies to our coverage in 2022, at an average rate of 15 companies added a week.
No. You do not need to be using our data sheets in order to automatically update your models. In fact, we highly encourage you to use our plugin with any existing models you may already have to simplify updating for earnings or filling in any missing quarters. We don’t pull numbers in with a formula–everything is hard-coded, which means that anyone without Daloopa’s plug-in will be able to see the numbers as well, in addition to never #REF-ing out your models.
We can easily work with that. Daloopa’s plug-in is smart enough to know when you are using different units and signs from the company’s disclosure. This happens most often when a company discloses in thousands and you model in millions, or when a company provides a negative number for an expensive item, but you have it as a positive number in your model.
Absolutely. Daloopa models are meant to be used in any situation. However, do note that the source links bring you to a web portal hosted by us in the cloud, and the plugin fetches data from our database in the cloud. If you are offline, you will still have full access to all your data, but the links and plugin will only work when you are back online.
We can easily work with that. Daloopa’s plug-in is smart enough to know when you are using different units and signs from the company’s disclosure. This happens most often when a company discloses in thousands and you model in millions, or when a company provides a negative number for an expensive item, but you have it as a positive number in your model.
No. You do not need to be using our data sheets in order to automatically update your models. In fact, we highly encourage you to use our plugin with any existing models you may already have to simplify updating for earnings or filling in any missing quarters. We don’t pull numbers in with a formula–everything is hard-coded, which means that anyone without Daloopa’s plug-in will be able to see the numbers as well, in addition to never #REF-ing out your models.
Absolutely. Daloopa models are meant to be used in any situation. However, do note that the source links bring you to a web portal hosted by us in the cloud, and the plugin fetches data from our database in the cloud. If you are offline, you will still have full access to all your data, but the links and plugin will only work when you are back online.
No. You do not need to be using our data sheets in order to automatically update your models. In fact, we highly encourage you to use our plugin with any existing models you may already have to simplify updating for earnings or filling in any missing quarters. We don’t pull numbers in with a formula–everything is hard-coded, which means that anyone without Daloopa’s plug-in will be able to see the numbers as well, in addition to never #REF-ing out your models.
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