Services and products
Sections ↑Daloopa supplies structured financial information and research software for investment teams. Its workflow starts with public-company disclosures and turns reported financials and operating metrics into data that analysts can use in spreadsheets, applications and AI systems. Source links connect figures to supporting documents. The service is relevant to equity-research desks, investment banks and asset managers that maintain company models or build research tools around financial data.[1]
The underlying dataset includes reported accounts, company-specific indicators, guidance and GAAP-to-non-GAAP adjustments. Filings are supplemented by materials such as investor presentations, footnotes and transcripts. A link to the original disclosure provides context for a figure, including its definition and reporting basis; it does not make every company’s differently defined operating measure directly comparable.[11]
Ways to work with Daloopa
| Product | Function | Workflow boundary |
|---|---|---|
| Data Sheets | Download company historicals and KPIs into an Excel-ready time series. | Provides reported inputs for a model; forecasting assumptions remain an analyst responsibility.Source 7 |
| Excel Add-In / Updater | Connect existing models to new reported results and fill missing periods. | Refreshes depend on figures becoming available in Daloopa’s database.Source 6 |
| Scout | Use natural-language prompts to build, update or compare financial models in Excel. | Includes reusable prompts and modelling preferences; output still requires review.Source 3 |
| MCP | Retrieve source-linked financial information through compatible AI tools. | The remote server is read-only and uses OAuth authentication.Source 4 |
| API | Feed structured fundamentals and other supported datasets into applications. | Endpoint access and operational limits apply to the account.Source 5 |
| Cloud | Access company, series, fundamental and daily stock-price data in a cloud environment. | Delivery is distinct from making repeated requests to the REST API.Source 8 |
Dataset coverage is endpoint-specific
| Dataset | Published scope | Caution |
|---|---|---|
| Fundamentals | More than 6,000 global tickers. | Not an assertion of the same coverage for price data.Source 5 |
| Daily OHLCV | More than 2,700 companies. | Daily price coverage is a separate universe.Source 5 |
| Source material | Filings, presentations, footnotes and transcripts. | Company-defined KPIs still require interpretation.Source 11 |
| Company metrics | Financials, operating indicators, guidance and GAAP/non-GAAP adjustments. | Different company definitions are not automatically comparable.Source 11 |
Scout model workflow
| Feature | Published behaviour |
|---|---|
| Model building | Build or populate Excel financial models.Source 18 |
| Large tasks | A plan is presented for approval.Source 22 |
| Small edits | Can run directly.Source 22 |
| Sources | Uses Daloopa data; no external web connector is implied.Source 22 |
| Forecasts | Depend on the user’s assumptions and require review.Source 18 |
Integrations and data delivery
Sections ↑Delivery channels
| Channel | Published delivery | Boundary |
|---|---|---|
| REST API | Programmatic dataset access. | Account limits apply.Source 5 |
| Snowflake and Databricks | Cloud delivery routes. | Receiving-platform access and costs remain separate.Source 15 |
| Amazon S3 | Parquet files. | File ingestion rather than live REST calls.Source 15 |
| Daloopa Cloud | Dataset provisioned into the customer’s cloud workspace. | No REST-style throttling does not mean free warehouse compute.Source 8 |
| MCP | Read-only remote server using OAuth. | Data access, not trade execution.Source 4 |
API v3 migration
| Change | Documented requirement |
|---|---|
| Availability | v3 is available.Source 16 |
| v2 transition | Available through 31 December 2026; sunset 1 January 2027.Source 16 |
| Exports | Parquet is the default.Source 16 |
| Company endpoint | Paginated responses.Source 16 |
| Period fields | More explicit fiscal/calendar field names require parser changes.Source 16 |
Pricing and commercial access
Sections ↑The public plans page separates Free, Core, Premium and Fundamentals API offerings for new customers. Paid plans use a sales conversation rather than a published monetary tariff. Existing customers are directed to their account contact because their subscription arrangements may differ.[9]
Published plan structure
| Plan | Public description |
|---|---|
| Free | Limited Data Sheets access. The desktop and mobile sections show different download allowances, so an exact free quota is not confirmed here.Source 9 |
| Core | Data Sheets, Excel Add-In, Scout and MCP; the page identifies monthly MCP limits.Source 9 |
| Premium | Enhanced access, including the API in the listed feature set.Source 9 |
| Fundamentals API | A separately presented programmatic offering; sales determines commercial scope.Source 9 |
A Partner API was announced for selected third-party products and startup developers. That route matters where data is incorporated into a customer-facing service: an institutional research subscription and permission to distribute information through another product are separate commercial questions. The announcement identifies a partner programme, rather than an unrestricted public resale licence.[14]
Implementation and model handling
Sections ↑Authentication and capacity
| Control | Published rule |
|---|---|
| API authentication | Basic authentication encodes email plus API key.Source 13 |
| IP allowlisting | Available on request.Source 13 |
| Key rotation | Six-month rotation arrangement available on request, not an automatic default.Source 13 |
| Account capacity | 120 requests/minute shared across the account.Source 21 |
| Excess traffic | HTTP 429; clients need bounded backoff and sensible batching.Source 21 |
Webhook management
| Limit or feature | Documented behaviour |
|---|---|
| Enablement | Must be enabled on the account.Source 17 |
| Maximum configured | Ten webhooks per API key.Source 17 |
| Creation requests | Five per hour.Source 17 |
| Test webhook | Does not receive production deliveries.Source 17 |
| Delivery history | Records response status and timing for diagnosis.Source 17 |
Financial time-series interpretation
| Dimension | Documented distinction |
|---|---|
| Raw value | Follows the underlying disclosure.Source 19 |
| Normalised value | Can isolate individual quarters from reported spans.Source 19 |
| Restatements | Group by series, calendar period and restatement status.Source 20 |
| Duplicate captures | Select the highest fundamental ID within the group as recommended.Source 20 |
| Original versus restated | Preserve both reporting bases rather than silently mixing them.Source 20 |
Scout reproducibility boundaries
| Item | Documented behaviour |
|---|---|
| Historical basis | Uses as-reported figures unless restated numbers are requested.Source 22 |
| Segment reorganisation | Does not automatically recast the whole model.Source 22 |
| Chat history | Stored in the browser profile; does not automatically follow another machine.Source 22 |
| Validation | Review units, signs, fiscal periods, subtotals and source links.Source 18 |
Excel installation paths
| Route | Published guidance |
|---|---|
| AppSource | Current add-in installation route.Source 23 |
| Central deployment | Microsoft 365 administration supports organisational rollout.Source 23 |
| Excel platforms | Windows, Mac and web described by the guide.Source 23 |
| Legacy custom version | Remove the older custom deployment before installing the store version.Source 23 |
| Updates | Store installations update automatically.Source 23 |
Support and ongoing operation
Sections ↑Daloopa provides public product and API documentation alongside account representatives and customer-success assistance. Its installation guide specifically routes legacy deployment updates through the customer-success representative when needed. The public documents reviewed here do not establish a universal support response time or contractual uptime commitment for every plan. Those service levels remain matters for the applicable customer agreement.[23]
Contact and documentation routes
Scope Authentication and links to implementation guidance.
Scope Official demonstration route for Scout and the wider service.
Spreadsheet access and updates
| Situation | Published behaviour |
|---|---|
| Existing workbook | Updater can be used without first adopting a Data Sheet.Source 10 |
| Recipient without plug-in | Hard-coded figures remain readable.Source 10 |
| Offline workbook | Existing values remain available.Source 10 |
| Refresh/source links | Cloud refresh and hosted document links require connectivity.Source 10 |
Permissions and data rights
Sections ↑Daloopa’s terms identify Daloopa, Inc. as the provider. The standard terms restrict the service licence, account sharing and reuse of content; redistribution or commercial exploitation outside the permitted scope requires written consent. The standard terms also prohibit model training and exposure to open or public AI, and require restrictions on third-party retention and training. Advertised AI integrations remain subject to the approved product terms. Consequently, a connector, downloadable spreadsheet or working API key should not be treated as independent permission to publish the underlying dataset or sublicense it to another organisation.[2]
The privacy policy, effective 28 May 2026, describes account, contact and device data, service providers and authorised third parties. It distinguishes Daloopa’s role as controller for some personal data from processing performed for customers. This policy concerns personal-data handling; it is not a blanket data-residency promise or a certification of a customer’s complete AI workflow.[12]
Company and development
Sections ↑Corporate and product developments
| Item | Published evidence |
|---|---|
| Operator | Daloopa, Inc. in the service terms.Source 2 |
| Leadership | Thomas Li, Daniel Chen and Jeremy Huang identified as co-founders.Source 1 |
| 28 May 2026 financing | USD 47 million Series C led by Brighton Park Capital.Source 14 |
| 9 September 2026 | Scout general availability.Source 24 |
- Operator
- Daloopa, Inc.
- Service scope
- Structured company financials, spreadsheet modelling and data delivery for investment research.
- Customer types
- Equity research teams; Investment banks; Asset managers; Financial application developers
- Delivery
- SaaS; API
- Pricing publication
- Public and quoted pricing
- Platforms
- Data Sheets; Excel Add-In; Scout; Daloopa MCP; Daloopa API; Daloopa Cloud
- Integrations
- Microsoft Excel; Snowflake; Databricks; Amazon S3; MCP-compatible AI platforms
- Pricing scope
- Limited free access and sales-led paid plans; product and redistribution scope differ.
- Implementation
- Excel deployment or API/cloud provisioning, with data mapping and version-specific integration work.
- Support
- Public documentation, general enquiries and customer-success/account contacts.
- Permissions and regulatory scope
- Financial data and research technology; no order-execution, custody or investment-adviser permission is established by this profile.
Provider metadata checked 26 Oct 2026Source 1Source 5Source 11Source 10Source 24Source 4Source 16Source 15Source 9Source 3Source 2
Sources & further reading
- About Daloopa Daloopa · Accessed 21 Oct 2026
- Terms of Use Daloopa · 2 Mar 2026 · Accessed 21 Oct 2026
- Scout product overview Daloopa · Accessed 21 Oct 2026
- Daloopa MCP Daloopa · Accessed 21 Oct 2026
- Daloopa API Daloopa · Accessed 21 Oct 2026
- Updating Models Daloopa · Accessed 21 Oct 2026
- Building Models and Data Sheets Daloopa · Accessed 21 Oct 2026
- Daloopa Cloud Daloopa · Accessed 21 Oct 2026
- Plans for new Daloopa customers Daloopa · Accessed 21 Oct 2026
- Frequently Asked Questions Daloopa · Accessed 21 Oct 2026
- Verifiability Daloopa · Accessed 21 Oct 2026
- Privacy Policy Daloopa · 28 May 2026 · Accessed 21 Oct 2026
- API Authentication Daloopa · Accessed 21 Oct 2026
- Daloopa announces Series C funding Daloopa · 28 May 2026 · Accessed 21 Oct 2026
- Daloopa Partners Daloopa · Accessed 21 Oct 2026
- API v3 release notes and migration guide Daloopa · Accessed 21 Oct 2026
- Managing your Webhooks Daloopa · Accessed 21 Oct 2026
- Building a model with Scout Daloopa · Accessed 21 Oct 2026
- Understanding Units and Quarterization Daloopa · Accessed 21 Oct 2026
- Fundamental Uniqueness and Restatements Daloopa · Accessed 21 Oct 2026
- API Rate Limits Daloopa · Accessed 21 Oct 2026
- Scout operating guide Daloopa · Accessed 21 Oct 2026
- Daloopa announces Scout general availability Daloopa · 9 Sep 2026 · Accessed 21 Oct 2026
This profile reports dated public information, including provider-published services and terms. It does not independently test or guarantee service delivery, integrations or performance. Inclusion is not an endorsement. Permissions and protections apply only to the named legal entity, service and client category; check the current official records and your contract.
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