Daloopa is a financial data infrastructure platform built for public equity professionals, institutional investors, and AI developers. It provides structured, source-linked financial data covering more than 6,000 public companies worldwide, with up to 14 years of historical depth. The company is based in New York and was founded in 2018.
The platform targets a specific problem: manually extracting and updating fundamental data from earnings filings, press releases, and investor presentations is slow and prone to error. Daloopa also addresses hallucination risk in AI systems, noting that standard large language models and web-scraping agents can misreport financial figures in up to 70% of retrieval attempts on some benchmarks.
Daloopa combines proprietary AI parsing with human quality assurance to extract GAAP and non-GAAP metrics, segment disclosures, company guidance, and market data. Every figure links back to its original source document, so users can verify a number by clicking through to the filing or transcript it came from.
Data is delivered through several channels: downloadable Excel Data Sheets, a native Excel Add-In, an AI agent called Scout, a REST API with 37 endpoints, a read-only Model Context Protocol server, and direct integration with cloud warehouses such as Snowflake and Databricks.
Pricing
Daloopa offers a Free plan limited to 3 downloadable Data Sheets, with no access to the Excel Add-In, Scout, the MCP server, or the API. Paid tiers are Daloopa Core (Data Sheets, Excel Add-In, Scout, and MCP server access under monthly usage limits, no API), Daloopa Premium (adds full REST API access), and Daloopa Fundamentals API (programmatic access for client deliverables and benchmarking). None of these paid tiers list public dollar pricing; each requires contacting sales. Enterprise pricing is also quote-based.
* Disclaimer: Please note that pricing information may not be up to date. For the most accurate and current pricing details, refer to the official website.
Key Features
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Covers 6,000+ global public companies with 14 years of history
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Hyperlinks every data point to its original source filing
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Scout AI agent builds models from natural language prompts
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Read-only MCP server with OAuth authentication for AI agents
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REST API with 37 endpoints for JSON and CSV data retrieval
Use Cases
Initiating New Coverage
Equity research analysts building a three-statement model for a new company can start from a pre-formatted Data Sheet or prompt Scout directly. This removes most manual data entry from filings and can cut model-build time by up to 70%.
Earnings Season Updates
Analysts refresh existing models after each earnings release using the Excel Add-In, without overwriting their own formulas or formatting. Daloopa reports this saves an average of 2 hours per ticker during earnings season.
Peer Benchmarking
Buy-side and sell-side analysts build comparison tables across competitors using standardized taxonomy metrics. Standardized KPIs, segment data, and guidance pull across multiple tickers without manual cleanup.
Grounding Financial AI Agents
AI engineers connect Daloopa’s MCP server or REST API to custom LLM applications that need reliable financial figures. Daloopa states this reduces retrieval hallucination rates from up to 70% to under 5%.
Quantitative Factor Modeling
Quant teams pull API or cloud warehouse data into internal pipelines for backtesting and stock screening. Over 1,300 standardized metrics and daily OHLCV market data support consistent, repeatable definitions.
Strengths & Weaknesses
Strengths
Covers over 6,000 global companies with up to 14 years of history.
Every extracted figure links to its original source document for verification.
Captures 4x to 10x more data points per company than traditional providers.
Offers multiple delivery methods, including Excel, API, MCP, and cloud warehouses.
Includes an OAuth-secured, read-only MCP server built for grounding external AI agents.
Weaknesses
Dollar pricing for Core, Premium, and API tiers is not published; buyers must contact sales.
The Scout AI Excel agent is still in beta and limited to a subset of customers.
The Free plan is capped at 3 Data Sheets, with no add-in, API, or agent access.
The Core tier applies monthly limits to MCP usage and excludes REST API access entirely.
Who Is This For?
Hedge Funds and Mutual Funds: Buy-side analysts use Daloopa to speed up earnings updates, build initial coverage models, and run peer benchmarking.
Investment Banks and Equity Research Firms: Sell-side analysts use the Excel Add-In and Data Sheets to automate data gathering during earnings season and new coverage rollouts.
AI Developers and FinTech Builders: Technical teams ground conversational AI agents and financial tools in Daloopa’s MCP server and REST API to reduce hallucinations.
Quantitative Research Teams: Quants rely on the standardized taxonomy and Snowflake or Databricks connections for systematic backtesting.
Frequently Asked Questions
Is Daloopa free to use?
Daloopa offers a Free plan limited to 3 downloadable Data Sheets. The Excel Add-In, Scout agent, MCP server, and API all require a paid plan.
How much does Daloopa cost?
Daloopa does not publish dollar pricing for its Core, Premium, or API tiers. You need to contact sales to get a quote.
What is Scout?
Scout is Daloopa’s AI Excel agent. It builds three-statement models, populates custom templates, and runs industry comps from natural language prompts. It is currently in beta.
How does Daloopa prevent inaccurate financial data?
Daloopa combines AI extraction with human quality assurance, reporting an average accuracy rate above 99%. Every data point links to its original source document for verification.
Which companies does Daloopa cover?
Daloopa covers more than 6,000 public companies globally, with up to 14 years of historical data per company.
Can I connect Daloopa to my own AI application?
Yes. Daloopa provides a REST API with 37 endpoints and a read-only, OAuth-secured MCP server for connecting external LLMs and AI agents.
Does Daloopa integrate with cloud data warehouses?
Yes. Daloopa supports direct data delivery into Snowflake and Databricks for enterprise data pipelines.
Will Daloopa overwrite my existing Excel formulas?
No. The Excel Add-In is designed to update linked data within your existing templates without overwriting custom formulas or formatting.
What are the limits of the Core plan versus Premium?
Core includes Data Sheets, the Excel Add-In, Scout, and MCP access under monthly usage limits, but excludes the REST API. Premium adds full API access.
Is daily market data included?
Daloopa delivers daily OHLCV market data for 2,700+ companies, a smaller set than its 6,000+ company fundamental data coverage.
Daloopa integrates with Microsoft Excel through a native Add-In and downloadable Data Sheets, and connects directly to Snowflake and Databricks for cloud data warehousing. Its read-only MCP server links Daloopa’s data to external AI platforms, including Anthropic, OpenAI, Perplexity, and Microsoft. No other public integrations are listed.