Daloopa

Daloopa

Daloopa is an AI financial data platform for public-equity analysts and for teams building financial agents. Its pitch is auditability: every number in a Daloopa data sheet is hyperlinked to the filing it came from, with a stated accuracy rate above 99 percent across millions of data points. Analysts consume the data as downloadable sheets for more than 6,000 global tickers with 14 years of history, as an Excel add-in that refreshes models during earnings season, and through Scout, an AI Excel agent that builds and maintains models on the same data layer. Builders get an API, cloud-native delivery, and as of 2026 an MCP server so LLM agents can retrieve audited fundamentals instead of scraping the web. Daloopa states it cuts model-building time by 70 percent when initiating coverage.

Production credibility: Homepage announces a Series C led by Brighton Park Capital, states 185+ of the largest hedge funds, mutual funds, and bulge-bracket banks as customers, and names Anthropic, OpenAI, Google, Perplexity, and Microsoft as AI partners; a free account tier exists and the company lists a New York office.

Key Features

• Data sheets for 6,000+ global tickers with 14 years of history and every figure hyperlinked to its source document.
• Excel add-in that updates existing models with one click during earnings season.
• Scout, an AI Excel agent that builds and maintains financial models on Daloopa's native data layer.
• Fundamentals API for ingesting thousands of KPIs per ticker into custom analytics or agents.
• MCP server so any LLM or agent framework can pull audit-ready financial data.
• Cloud-native delivery into existing data workspaces.
• A published FinRetrieval benchmark comparing agent systems on financial retrieval with an auditable database versus the open web.
• Stated 4-10x more data points per company than other providers, with an accuracy rate above 99 percent.

Ideal Use Case

A buy-side or sell-side analyst who initiates coverage on new names and updates models every quarter, and who cannot afford a number that does not trace back to a filing. Daloopa also fits engineering teams inside funds or AI companies building agents that need to cite fundamentals reliably. Pick it over a terminal or a general LLM when source-linking and depth of KPIs per company matter more than breadth of asset classes.

How Daloopa differentiates

Daloopa's structural difference is that it is a data layer first and a set of workflows second, so the same audited fundamentals feed Excel, an agent, an API, and MCP without divergence. The source-link on every figure is what separates it from datasets that are accurate on average but impossible to defend on a single cell. The trade-offs are scope and access: coverage is public-company fundamentals rather than macro or alternative data, the free account offers a single data-sheet download, and full access on the Core, Premium, and API plans goes through sales.

FAQ

Q: What is Daloopa? A: An AI-driven financial data platform that extracts fundamentals and KPIs from public filings for 6,000+ tickers and delivers them with every number linked to its source, via data sheets, an Excel add-in, an AI modelling agent, an API, and MCP.

Q: Is there a free version of Daloopa? A: Yes, a free account grants access to data sheets with a single download. Excel add-in, Scout, API, and full MCP access require a Core, Premium, or API plan arranged with sales.

Q: How does Daloopa compare to Bloomberg or S&P Capital IQ? A: Terminals offer far broader market data and news. Daloopa focuses narrowly on modelling-grade fundamentals with per-cell source links and 4-10x more data points per company, and it exposes that data to agents through an API and MCP.

Q: What is Scout? A: Scout is Daloopa's AI Excel agent. It builds and maintains financial models using the source-linked data layer so outputs are auditable rather than hallucinated.

Q: Who uses Daloopa? A: The site states 185+ of the largest hedge funds, mutual funds, and bulge-bracket banks, along with five major AI companies that use the data infrastructure for their own agents.

tl;dr

Daloopa is audited, source-linked fundamentals for 6,000+ tickers, delivered to Excel, an AI modelling agent, an API, and MCP. The right choice when every number must trace to a filing; sales-led beyond a single free data sheet.