# Daloopa

Filings and slide-deck KPIs, machine-extracted and dropped into your own Excel model.

*https://stockmarketstack.com/tools/daloopa · Fundamental Data & Stock Research Platforms*

## Facts

### At a glance

| Field | Value |
| --- | --- |
| Vendor | Daloopa |
| Category | Fundamental Data & Stock Research Platforms |
| Job | fundamentals |
| Website | https://daloopa.com |
| Pricing model | subscription |
| Free tier | true |
| Open source | false |
| Licence | none |
| Self-hosted | false |
| Tested hands-on | false |
| Last updated | 2026-09-13 |

### Pricing

| Tier | USD | Period |
| --- | --- | --- |
| Free | 0 USD | month |
| Daloopa Core | on request | — |
| Daloopa Premium | on request | — |
| Daloopa Fundamentals API | on request | — |

### Coverage

| Field | Value |
| --- | --- |
| Asset classes | stocks |
| Markets | us, global |
| Works outside the US | true |
| Data latency | eod |
| Platforms | web |
| AI features | research |

### Interfaces

| Field | Value |
| --- | --- |
| API | true |
| Webhooks | true |
| Scripting | none |
| Python | false |
| Spreadsheet add-in | true |
| MCP server | true |
| Export | csv, json, xlsx, parquet, api |

### Capabilities

Yes: alerts

No: charting, screening, scanning, backtesting, automation, live_trading, paper_trading, portfolio_tracking, broker_import, tax_reporting, news, options_analysis

*Verified: pricing 2026-09-13; capabilities 2026-09-13; coverage 2026-09-13.*

## What it is

Daloopa turns public-company disclosure into model-ready rows. It reads SEC filings, press
releases, investor presentations, supplementals and selected transcripts, extracts the reported
financials plus the segment breakdowns, operating KPIs, guidance and GAAP-to-non-GAAP bridges
around them, and delivers the result where an analyst already works — an Excel model, an API, a
warehouse table or an LLM session, each figure hyperlinked to the page it came from.

The vendor's headline numbers, as published today: 6,000+ tickers globally, about 14 years of
history per company, 4–10x more data points per company than conventional providers (its API and
MCP pages say 5–10x for the same claim), and accuracy above 99%.

## Pricing

Quote only. The plans page carries four columns — Free, Daloopa Core, Daloopa Premium and
Daloopa Fundamentals API — and not one price. All three paid plans have a "Speak with Sales"
button; existing customers are told to contact their account owner, and the demo form asks for
firm type before anything else.

The free account gives you one data sheet download inside a two-week window and nothing else: no
Excel add-in, no Scout, no MCP, no API. Core adds data sheets, the add-in, Scout and MCP with
monthly limits; Premium adds the API on top; the Fundamentals API plan is the programmatic
product alone. Contract length and minimum seat count are published nowhere public.

## Data & coverage

Equities only, and the geography is uneven. The fundamental dataset is global — the FAQ says
most major international companies are covered, including filers reporting in other languages —
but daily OHLCV price data is US-listed only, 2,700+ names against the 6,000+ with fundamentals.

Standardisation covers less than extraction does. The taxonomy documentation, updated August
2026, reports 2,696 canonical metrics across 3,488 companies, 68 standardised metrics per
company on average, and 77 industry templates. Everything outside that mapping is still there,
but under the company's own series names — which is the work the taxonomy exists to avoid.

## Integrations

The Excel add-in ships only through the Microsoft add-in stores, so a locked-down firm needs its
Microsoft 365 admin to deploy it. It writes hard-coded values rather than live formulas — a
recipient without the add-in still sees numbers, and nothing #REFs out — and reconciles units
and signs against how you model rather than how the company disclosed. Scout, the AI agent in
the same task pane, builds and updates models from Daloopa data only.

API v3 covers companies, series, fundamentals, documents, taxonomy, market data and consumption,
rate limited to 120 requests per minute per key, with four webhook event types for new and
restated data; exports are Parquet by default, CSV on request. The dataset is also on the
Snowflake and Databricks marketplaces, or dropped as Parquet into a dedicated S3 bucket. The MCP
server is remote, read-only and OAuth-protected — an unauthenticated call returned 401 on
13 September 2026.

## Limitations

- No public pricing, no self-serve upgrade, no published minimum. An individual investor cannot
  buy this; the free account exists to show a firm what the data looks like.
- Extraction is machine-first. The docs describe an autotagger capture available within minutes
  of a release and an analyst-reviewed capture that arrives later as a separate record with a
  different `fundamental_id`, so a number pulled at 4:05pm is not necessarily the one a human
  signs off on. Checking the figures your thesis rests on stays your job.
- The audit trail points at the source document, not at a reconciliation: it says where a figure
  came from, not whether Daloopa read it the way you would have.
- Price data is US-only and daily. This is not a market data feed and does not pretend to be.
- Excel and Microsoft 365 only for the add-in and Scout — no Google Sheets, no runs with Excel
  closed, and transcripts are keyword-searchable but not retrievable whole.
- Consumption is metered: monthly datapoint ceilings, per-company series limits and warehouse
  subscription slots, all set by your contract.

## Alternatives

[Fiscal.ai](https://stockmarketstack.com/tools/fiscal-ai) covers similar ground at a price a person can see, with a terminal and an MCP server,
but far less depth on company-specific KPIs. [Intrinio](https://stockmarketstack.com/tools/intrinio) and [Financial Modeling Prep](https://stockmarketstack.com/tools/financial-modeling-prep) sell
standardised statement data by API for a published monthly figure — fine for the income
statement, useless for the slide-16 metric. Visible Alpha and Tegus sit closest on the
institutional side. Otherwise the competition is a junior analyst with a spreadsheet.

## FAQ

### How much does Daloopa cost?

Nothing is published. The plans page lists four plans and prices none of them — the three paid ones all route to a sales conversation, and existing customers are told to contact their point of contact. Expect an institutional annual contract rather than a card-on-file subscription.

### Can an individual investor buy Daloopa?

In practice, no. Self-serve stops at a free account with a single data sheet download, and the demo form asks which firm you are at — hedge fund, mutual fund, investment banking, corporate finance or other. This is sold to research desks, not to retail.

### What does Daloopa have that a standardised fundamentals API does not?

The disclosures that never reach a standard financial statement — segment splits, operating KPIs, unit economics, guidance and GAAP-to-non-GAAP bridges, taken from investor presentations, supplementals and footnotes as well as the filings themselves, with each figure hyperlinked back to the page it came from.

### Is Daloopa data checked by a human?

Partly, and after the fact. The documentation describes two capture paths — an autotagger that lands within minutes of a release, and analyst-reviewed fundamentals that arrive later as separate records. A number pulled straight after earnings may not be the one a human eventually confirms.

## Also worth comparing

- [Fiscal.ai](https://stockmarketstack.com/tools/fiscal-ai.md) — Filings, transcripts and 20-year financials, in a terminal or through an MCP server.
- [Stock Analysis](https://stockmarketstack.com/tools/stockanalysis.md) — Five years of financials and a working screener, free and without an account.
- [TIKR](https://stockmarketstack.com/tools/tikr.md) — Capital IQ financials and Wall Street estimates on 100,000+ global stocks.
- [Wisesheets](https://stockmarketstack.com/tools/wisesheets.md) — Financials, estimates and live prices as worksheet functions in Excel and Google Sheets.
- [Wisesheets API](https://stockmarketstack.com/tools/wisesheets-api.md) — SEC XBRL fundamentals over REST and a hosted MCP server, with a citation on every value.
- [YCharts](https://stockmarketstack.com/tools/ycharts.md) — Advisor research and client reporting, priced by quote rather than published.