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 as investor decks, financial models, and more— all powered by Daloopa’s comprehensive, audit-ready fundamental dataset.