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Source-linked financial data and Excel agents for equity research
Updated
Daloopa is a financial data and AI automation platform for public equity professionals. It supplies source-linked fundamental data for investment research, covering 6,500+ global public companies with 14 years of history. Each number links to its original source, and the vendor claims over 99% average accuracy.
Analysts pull company fundamentals into Excel through the add-in or Data Sheets, and Scout builds or updates models. Builders reach the same data through the API or MCP to power their own AI agents. Data can also be delivered through Daloopa Cloud.
Analysts at hedge funds, investment banks, mutual funds, equity research firms and private equity, along with builders of AI financial agents and partners needing high-quality data.
Daloopa does not state prices on its main page. It links to a Plans page and offers Request a Demo and Create Free Account options.
Samaya AI provides AI knowledge discovery and research for financial professionals. BlueFlame AI is built for alternative asset managers and their workflows. Both are broader research tools, whereas Daloopa is centered on structured, source-linked fundamentals.
Pricing Model
Subscription
Starting Price
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Free Options
Free trial
Daloopa for individuals and growing teams. See daloopa.com for current pricing.
Daloopa for larger organizations with security and admin needs. Contact sales for a quote.
| Feature | Pro Popular | Enterprise |
|---|---|---|
| Fundamental data extraction | , | |
| KPI tracking | , | |
| Higher usage limits | , | |
| Integrations | , | |
| Email support | , | |
| Everything in Pro | , | |
| Excel model updates | , | |
| Source-linked data | , | |
| SSO and admin controls | , | |
| Dedicated support | , |
Other
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
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