Every figure linked to its source
Data points are linked to the original document, which the page describes as audit-ready. This is what sets the tool apart from an assistant that recites figures found on the web.
AI tools · Spreadsheets and data
Daloopa pricing, use cases, and first steps
Daloopa extracts fundamentals and key metrics from the public documents of listed companies and links each figure to the passage it comes from. The data reaches Excel through an add-in, an assistant through an MCP server, your data warehouse through an API, or an Excel agent called Scout. The page announces more than 6,000 listed companies and fourteen years of history.
Daloopa has a free plan. The recommended plan to start with: Daloopa subscription, by quote. Prices checked on October 20, 2026 on the vendor’s official page.
DaloopaFigures from listed companies, each one linked to its source- Vendor
- Daloopa (United States)
- Free plan
- Yes
- Recommended plan
- Daloopa subscription, by quote
- In the European Union
- Partly available
- Page checked on
- October 20, 2026
What Daloopa does
Who it’s for: analysts who build and update financial models on listed companies, and those who want to give an assistant verifiable figures rather than text found on the web.
Excel add-in
It automates model updates by linking them to the fundamentals database covering more than 6,000 companies. The documentation describes linking the model to Daloopa and cumulative figures.
MCP server for assistants and agents
It gives language models access to financial data linked to its sources. It exposes income statements, balance sheets, segments, key metrics, management guidance and the text of SEC filings.
Also
- Skills: one command, one sourced report
- Scout: an agent in Excel
- API and data delivery
Daloopa pricing
The home page points to a “Plans” section without showing prices.
| Plan | Price | Who it’s for |
|---|---|---|
| Daloopa subscription Recommended to start | By quote | Research teams, asset managers, banks |
What the free plan includes
The page offers “Create Free Account” without saying what the account includes.
Nova’s advice
Open a free account or request a demo on a company for which you have the model, and check three figures. If the values match, compare the plans.
A first try, in 10 minutes
Your data. The pages we read talk about security and data handling without detail: a trust center exists, which we could not read.
What it does less well
- The data covers listed companies. For private companies, you need another source.
- The raw value and the normalized value may differ, and fiscal periods are not calendar periods: check the period before you reuse a figure.
Check three figures for a company you knowDaloopa- Connect Daloopa to your assistant or open the Excel add-in.
- Choose a listed company for which you have the model.
- Paste the prompt below.
- Open the source of three figures and compare with your model.
- If a figure differs, note the period and the normalization: the raw value and the normalized value may not match.
The prompt to copy
Give the revenue, the operating margin and the three most followed key metrics of [company] for the last eight quarters. For each figure, give the source and the period. Flag any restated quarter.
Jobs that use Daloopa
In the starter kit for one job.
Alternatives to Daloopa
FactSet
A broader database (estimates, ownership, M&A), with an MCP server.
S&P Capital IQ Pro
For accounts, transcripts and documents on a single platform.
Claude
The assistant to which you connect an MCP server, with an Excel add-in.
Frequently asked questions about Daloopa
How much does Daloopa cost?
Daloopa subscription: by quote. Prices checked on October 20, 2026 on the vendor’s official page.
Can you use Daloopa for free?
Yes. The page offers “Create Free Account” without saying what the account includes.
What happens to my data with Daloopa?
The pages we read talk about security and data handling without detail: a trust center exists, which we could not read.
What are the alternatives to Daloopa?
FactSet: A broader database (estimates, ownership, M&A), with an MCP server. S&P Capital IQ Pro: For accounts, transcripts and documents on a single platform. Claude: The assistant to which you connect an MCP server, with an Excel add-in.
Official pages consulted
Page checked on October 20, 2026. Brands are named to identify the tools. No affiliation.