Finance Enterprise Only

Daloopa

Audit-ready fundamental financial data for analysts and AI agents

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PricingEnterprise Only
Free planUnknown
Free trialYes
APIYes
Open sourceNo
DeploymentCloud
Last verifiedAugust 1, 2026
Overview

Tool overview

Daloopa is listed under Finance AI tools.

Summary

What is Daloopa?

Daloopa provides source-linked fundamental financial data for investment research, models, applications, and AI agents. It covers more than 6,000 global public companies, supplies long historical series and detailed KPIs, automates model updates, and offers web, Excel, API, MCP, and Microsoft 365 Copilot workflows.

Best fit

Best for

Investment teams and developers requiring auditable fundamental data

Audience

Who is it for?

Equity research analystsAsset managers and hedge fundsFinancial-data engineersAI-agent developers
Recommendation

Decision note

Confirm ticker and metric coverage, history, source methodology, refresh timing, Excel and API limits, MCP and Copilot access, licensing, security, support, and pricing.

Capabilities

Key features

Fundamental data for more than 6,000 tickers

Source-linked data points for auditability

Fourteen years of historical coverage

Automated financial-model updates

Web, Excel, API, MCP, and Copilot access

Data infrastructure for AI agents and applications

Workflows

Use cases

Building and updating financial models

Powering investment-research agents

Retrieving detailed company KPIs

Embedding verified data through APIs

Strengths

Pros

  • Every data point is designed for source auditability
  • Broad global company and historical coverage
  • Supports analyst and developer workflows
Considerations

Cons

  • Commercial pricing is not public
  • Financial data can still contain errors or delays
  • Licensing and redistribution require careful review
Considerations

Limitations

Daloopa data can be incomplete, delayed, mapped incorrectly, or unsuitable for a specific model. Users must verify filings, source links, units, periods, adjustments, licenses, calculations, and every investment conclusion independently.

Cost

Pricing details

Pricing modelEnterprise Only
Free planUnknown
Free trialYes
Pricing context

Billing options

Custom data licenseCustom enterprise agreement
Pricing context

Pricing note

Daloopa uses demo-led commercial pricing and does not publish a stable starting amount. The product offers a Create a Free Account route, but official sources reviewed did not establish an ongoing public free plan or formal free trial. Terms depend on products, data coverage, users, API access, and licensing.

View official pricing
Compatibility

Supported languages

  • English
Connectivity

Integrations

Microsoft Excel

REST API

MCP

Microsoft 365 Copilot

AI agents

Financial models

Specs

Technical details

PlatformsWeb, API
Multilingual supportNo
Login requiredYes
Open sourceNo
DeploymentCloud
CompanyDaloopa
Models / versionsDaloopa Financial Data Infrastructure
Editions / plansDaloopa Web Platform Excel Workflow Fundamental Data API MCP
Data confidenceHigh
Last verifiedAugust 1, 2026
Documentation → Release notes → Data source →
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Answers

Frequently asked questions

Daloopa provides source-linked fundamental financial data for investment research, models, applications, and AI agents. It covers more than 6,000 global public companies, supplies long historical series and detailed KPIs, automates model updates, and offers web, Excel, API, MCP, and Microsoft 365 Copilot…
Investment teams and developers requiring auditable fundamental data
The listed pricing model for Daloopa is Enterprise only. Pricing can change, so users should verify the latest plan details on the official website.
Yes. The current profile indicates that a free trial is available.
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