Daloopa

Daloopa is a fundamental financial data platform that helps equity analysts build and update financial models with source-linked numbers and AI automation. Its core promise is auditability: each data point is hyperlinked to the filing or presentation it came from, which matters when a number ends up in an investment decision. Daloopa has extended that data layer into AI agents and an MCP so other AI tools can use it too.

What is Daloopa used for?

Analysts at hedge funds, mutual funds and banks use Daloopa to reduce the manual work of keeping financial models current.

• Downloading historical data sheets to initiate coverage on a new company
• Linking existing Excel models to Daloopa and updating them with one click during earnings
• Tracing any number back to its source document for review and audit
• Building and maintaining models with Scout, Daloopa's AI Excel agent
• Connecting Daloopa data to other AI platforms through the Daloopa MCP
• Feeding custom analytics and in-house agents through the Fundamentals API

Who Daloopa is best for

Daloopa suits buy-side and sell-side equity analysts, portfolio managers and research teams covering public companies, especially during busy earnings seasons. It also suits firms building their own AI agents that need reliable fundamental data. Casual investors who want simple charts and quotes will find lighter tools more practical.

Daloopa pricing

As of October 2026, Daloopa offers a free account that includes one data sheet download. Paid plans for new customers are Daloopa Core, which adds broader data sheet access, the Excel add-in, Scout and MCP access with monthly limits; Daloopa Premium, with all Core features plus enhanced access; and the Daloopa Fundamentals API for programmatic access. Prices for paid plans are not published, and you speak with sales to get a quote.

Limitations to keep in mind

• The free account is very limited, so serious evaluation needs a sales conversation
• Coverage is focused on public companies, not private markets
• Paid pricing is not public
• Analysts still need to check model logic, even when data is accurate and sourced

Daloopa vs alternatives

Fiscal.ai is a better fit for individual investors and smaller teams that want financial data, charts and AI answers in a web app without building Excel models. AlphaSense is the stronger choice for qualitative research across broker reports, expert call transcripts and news. Perplexity can answer quick questions about a company with web citations, but it does not provide auditable model data. Daloopa wins for analysts who maintain detailed Excel models and want source-linked data that updates quickly each quarter.

Tips for getting started with Daloopa

Use the free data sheet on a company you already model so you can compare Daloopa's figures and source links with your own. During a demo, ask to link one of your existing models and run an update, since that is where most time savings appear. If your team uses another AI assistant, test the MCP connection to see whether answers improve with Daloopa's data underneath.

Daloopa FAQ

Is Daloopa free?

Daloopa has a free account that includes one data sheet download. Core, Premium and API plans are paid, with pricing provided by sales.

What is Daloopa used for?

Daloopa is used by equity analysts to build and update financial models with source-linked fundamental data, through data sheets, an Excel add-in and AI agents.

Does Daloopa have an API?

Yes. The Daloopa Fundamentals API provides programmatic access to its data, and the Daloopa MCP connects that data to other AI platforms.

How many companies does Daloopa cover?

Daloopa says its fundamental database spans more than 6,000 global tickers, with each data point hyperlinked to its original source.