By daloopa
Financial analysis and modeling for equities, powered by Daloopa institutional data. Pulls SEC filings, earnings data, and KPIs to build Excel models, DCF valuations, pitch decks, comp sheets, and earnings reports—all through chat commands.
Build a multi-tab Excel financial model
Bull/bear/base case scenario framework for a given company
Deep dive into capital deployment, buybacks, dividends, and shareholder yield
Build an industry comp sheet Excel model with deep operational KPIs
Trading comparables analysis with peer multiples and implied valuation
External network access
Connects to servers outside your machine
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Verify ownership to unlock analytics, metadata editing, and a verified badge. GitHub access is read-only (username + org membership).
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A plugin for Claude Code and Claude Cowork that adds 21 financial analysis skills powered by Daloopa institutional-grade financial data. Works in any project with the Daloopa MCP connection enabled.
npm install -g @anthropic-ai/claude-code, or use Claude Cowork in the browser.# 1. Add the marketplace
claude plugin marketplace add daloopa/daloopa-plugin-claude
# 2. Install the plugin
claude plugin install daloopa
# 1. Verify the connection
/daloopa:setup
# 2. Run your first analysis
/daloopa:tearsheet AAPL
On first use, OAuth may open a browser window for Daloopa login. No API keys are needed.
| Command | Description | Example |
|---|---|---|
/daloopa:setup | Verify MCP connection and show available skills | /daloopa:setup |
/daloopa:tearsheet | Quick one-page company overview | /daloopa:tearsheet MSFT |
/daloopa:earnings-review | Full earnings analysis with guidance tracking | /daloopa:earnings-review AAPL |
/daloopa:earnings-prep | Pre-earnings preparation report | /daloopa:earnings-prep NVDA |
/daloopa:earnings-flash | Rapid first-read earnings flash | /daloopa:earnings-flash AAPL |
/daloopa:guidance-tracker | Track management guidance accuracy | /daloopa:guidance-tracker NVDA |
/daloopa:bull-bear | Bull/bear/base scenario framework | /daloopa:bull-bear TSLA |
/daloopa:industry | Cross-company industry comparison | /daloopa:industry AAPL MSFT GOOG |
/daloopa:inflection | Auto-detect metric accelerations/decelerations | /daloopa:inflection AAPL |
/daloopa:capital-allocation | Buybacks, dividends, shareholder yield | /daloopa:capital-allocation MSFT |
/daloopa:dcf | DCF valuation with sensitivity analysis | /daloopa:dcf AAPL |
/daloopa:comps | Trading comparables with peer multiples | /daloopa:comps AAPL |
/daloopa:precedent-transactions | Precedent M&A transactions with deal multiples | /daloopa:precedent-transactions AAPL |
/daloopa:supply-chain | Interactive supplier and customer dependency dashboard | /daloopa:supply-chain AAPL |
/daloopa:research-note | Professional research note | /daloopa:research-note AAPL |
/daloopa:build-model | Multi-tab Excel financial model | /daloopa:build-model AAPL |
/daloopa:comp-sheet | Industry comp sheet Excel model with operational KPIs | /daloopa:comp-sheet AAPL |
/daloopa:ib-deck | Investment banking pitch deck | /daloopa:ib-deck AAPL |
/daloopa:initiate | Coverage initiation report plus Excel model | /daloopa:initiate AAPL |
/daloopa:unit-economics | Bottoms-up unit economics decomposition | /daloopa:unit-economics NFLX |
/daloopa:working-capital | Cash conversion and working capital deep dive | /daloopa:working-capital AAPL |
All output is displayed directly in the conversation or saved to reports/ when a skill produces an HTML, Excel, or deck artifact. You can also ask Claude natural-language questions about a company; the commands are shortcuts for common analysis workflows.
Every Daloopa-sourced financial figure should include a citation link back to the original source.
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