Daloopa Review 2026 - Auditable Financial Data
Verified Sep 29, 2026 by Tooliverse Editorial
Daloopa turns messy SEC filings and transcripts into hyperlinked, audit-ready data—so analysts stop copy-pasting numbers and start finding alpha. Top hedge funds and AI labs like Anthropic and OpenAI already rely on it.
How to Use Daloopa Skills
Empowering financial institutions and AI agents with trusted global financial data.
Daloopa Review: Tooliverse Consensus
Based on 208 verified reviews across 4 platforms,
combined with Tooliverse's expert analysis
Daloopa turns the most tedious part of equity research, manually transcribing filings into models, into an automated, source-linked process that analysts trust enough to build on. Reviewers consistently point to Excel integration, deep historical coverage, and fast post-earnings updates as the core value, while flagging that non-standard tables still need a manual check, customer support response times can lag during peak earnings season, and institutional pricing keeps it out of reach for smaller shops.
Bottom line: Daloopa automates the grunt work of financial data entry with source-linked accuracy analysts trust, though its institutional pricing and occasional table-extraction errors demand a careful buyer.
Daloopa | Key Specs
- Platforms
- Web, Excel Add-In, API
- Pricing Model
- Freemium (Free tier + custom-quoted Core/Premium/API plans) See plans
- Privacy/Data Use
- Minimal data retention (email + usage telemetry only), logically isolated multi-tenant infrastructure
- Security
- SSO via OIDC (Microsoft Entra), TLS 1.2 + AES-256 encryption See details
Wins
- •Automates tedious data entry from financial filings with high accuracymentioned in 84 reviews
- •Integrates seamlessly into existing Excel workflows for immediate productivity gainsmentioned in 72 reviews
- •Provides extensive historical data that saves hours of manual searchingmentioned in 65 reviews
Watch-Outs
- •Pricing is significantly higher than manual alternatives, targeting institutional budgetsmentioned in 38 reviews
- •Occasional extraction errors in non-standard financial tables require manual verificationmentioned in 31 reviews
- •Initial setup and learning curve for the Excel plugin can be steepmentioned in 24 reviews
Daloopa Features 2026
Daloopa Scout
An Excel-native AI agent, powered by Anthropic's Claude, that builds and updates full financial models directly in the workbook based on natural-language prompts, with every value linked back to its source filing.
Source-linked, auditable data
Every data point is hyperlinked to its original filing or document, enabling one-click verification and delivering an average accuracy rate of >99% across millions of data points.
Daloopa API
A fundamental data API with 15 endpoint groups, 37 endpoints, and 1,300+ standardized metrics for building custom analytics and AI agents at scale, with every value source-linked.
Daloopa MCP
A Model Context Protocol server that equips any LLM or AI agent with audit-ready financial data across 6,000+ global tickers, reducing hallucination in agentic research workflows.
Daloopa User Reviews
Selected Reviews
"Daloopa has completely changed how I approach earnings season. I no longer spend hours typing numbers into Excel, which has freed up my team to focus on actual investment thesis development rather than data entry."
"Essential for any serious equity research shop. The ROI on saved analyst hours is clear, and the data integrity is significantly higher than what we were getting from our previous offshore data provider."
"The data is mostly accurate, but you still need to double-check the adjustments. It's not 100% hands-off, especially when companies change their reporting segments or use non-standard GAAP reconciliations in their footnotes."
More from the Community
"The Excel plugin is a lifesaver. It links directly to the source filing so I can verify data instantly."
"Great tool for large caps, but I've found some inconsistencies with smaller biotech firms' filings. It's helpful, but you definitely can't just trust it blindly for niche industries without a quick manual check."
"The speed at which they update models after a 10-K drop is impressive. Usually within minutes."
"Expensive but worth it for the time saved. My associates can actually do analysis now."
"Best-in-class for historical data extraction. It goes back further than most competitors I've tried."
"The Excel plugin is a lifesaver. It links directly to the source filing so I can verify data instantly."
"Great tool for large caps, but I've found some inconsistencies with smaller biotech firms' filings. It's helpful, but you definitely can't just trust it blindly for niche industries without a quick manual check."
"The speed at which they update models after a 10-K drop is impressive. Usually within minutes."
"Expensive but worth it for the time saved. My associates can actually do analysis now."
"Best-in-class for historical data extraction. It goes back further than most competitors I've tried."
"Customer support is top-notch. They helped me build a custom template for a niche industry and were very responsive to my specific data requests during a busy deal cycle."
"The UI for the web portal is a bit clunky compared to the Excel plugin, but it gets the job done."
"Sometimes the plugin crashes Excel when handling very large workbooks with multiple Daloopa links."
"A bit of a learning curve to understand how the data tags work, but once you get it, it's fast."
"Customer support is top-notch. They helped me build a custom template for a niche industry and were very responsive to my specific data requests during a busy deal cycle."
"The UI for the web portal is a bit clunky compared to the Excel plugin, but it gets the job done."
"Sometimes the plugin crashes Excel when handling very large workbooks with multiple Daloopa links."
"A bit of a learning curve to understand how the data tags work, but once you get it, it's fast."
Daloopa Pricing 2026
The Free tier caps out at three Data Sheet downloads, which is enough to judge the data quality but not to run a real workflow. Everything that matters, the Excel Add-In, Scout, and API access, sits behind Daloopa Core and Premium, both requiring a sales conversation. For teams updating models across dozens of tickers each earnings season, that custom quote is where the real productivity gains live.
Daloopa In-Depth Review 2026
Daloopa is an AI-powered financial data platform that pulls source-linked, audit-ready fundamentals from SEC filings, investor presentations, and transcripts across 6,000+ global tickers. It reaches analysts through Data Sheets, an Excel Add-In, the Scout AI agent, an API, and an MCP server, so the same verified dataset shows up wherever a team already works. What sets it apart is that every number links back to the original filing, so speed doesn't come at the cost of being able to prove where a figure came from.
What It's Like Day-to-Day
The Excel Add-In is where most analysts actually live, and it shows: 72 reviewers cite it as the reason Daloopa fits into existing workflows instead of forcing a new one. You open your model, click update, and the fundamentals refresh in place, hyperlinked back to the source document. One G2 reviewer summed up the shift bluntly, saying Daloopa "completely changed how I approach earnings season" and freed their team to focus on investment thesis work instead of retyping numbers.
The historical data is the other pillar of the daily experience.
Daloopa Security & Compliance
Security Features
- SSO via OpenID Connect (OIDC) through Microsoft Entra
- SSO-only login enforcement (disables password auth)
- TLS 1.2 encryption in transit, AES-256 encryption at rest
- Software Bill of Materials (SBOM) available on request
Privacy Commitments
- User data stored is strictly limited to account identifiers (email addresses) and usage telemetry
- Customer data is logically isolated on multi-tenant AWS infrastructure
Daloopa: Frequently Asked Questions (FAQs)
Does Daloopa offer a free plan?
Yes, Daloopa offers a Free tier that provides access to up to 3 Data Sheet downloads, letting users build models quickly using the most complete and accurate historical data. Paid tiers (Daloopa Core, Daloopa Premium, and Daloopa Fundamentals API) require speaking with sales for pricing.
What is Scout?
Scout is an Excel-native AI assistant for financial modeling. Users describe the model or analysis they want and Scout builds it in their workbook using Daloopa data, with a link on every value back to the source filing or disclosure.
Which LLM does Scout use?
Scout uses Claude (Anthropic). Daloopa evaluates underlying models on an ongoing basis and may add or change providers.
What's the difference between Scout and Claude for Excel?
Claude for Excel is a general-purpose LLM assistant good with formulas, templates, and spreadsheet logic, but not natively tied to Daloopa's structured data. Scout is built specifically for buy-side analyst workflows, using Daloopa data natively with every value linked to its source for audit and refresh.
Daloopa Integrations
| Microsoft Excel | Snowflake | Databricks |
| AWS S3 | Microsoft Entra | Anthropic Claude |
Daloopa: Verified Data Sheet
| # | Label | Data Point |
|---|---|---|
| [1] | Daloopa Consensus: 8.80/10 | Daloopa is a highly-rated tool among AI finance tools in the Tooliverse index, with a consensus score of 8.80/10 across 208 verified reviews. |
| [2] | What is Daloopa | Daloopa is an AI-powered financial data platform providing source-linked, audit-ready fundamental data across 6,000+ global tickers for equity research and investment teams. It serves 185+ major hedge funds and banks plus leading AI companies like Anthropic and OpenAI, with an average data accuracy rate of >99%, delivered via Data Sheets, an Excel Add-In, the Scout AI agent, API, and MCP. |
| [3] | Tooliverse Consensus on Daloopa | Daloopa turns the most tedious part of equity research, manually transcribing filings into models, into an automated, source-linked process that analysts trust enough to build on. Reviewers consistently point to Excel integration, deep historical coverage, and fast post-earnings updates as the core value, while flagging that non-standard tables still need a manual check, customer support response times can lag during peak earnings season, and institutional pricing keeps it out of reach for smaller shops. |
| [4] | Daloopa Verdict | Daloopa bottom line: Daloopa automates the grunt work of financial data entry with source-linked accuracy analysts trust, though its institutional pricing and occasional table-extraction errors demand a careful buyer. |
| [5] | Free: Free | Daloopa offers a functional Free tier that includes access to Data Sheets (up to 3) and lets users quickly build models with historical data, making its core dataset accessible at no cost. |
| [6] | 14 years of historical data, 65 reviews | Daloopa offers extensive historical data going back 14 years across 6,000+ global tickers, a depth 65 reviewers say eliminates hours of manual searching when initiating coverage. |
| [7] | Automatic updates on new earnings, 58 reviews | Daloopa updates models automatically as soon as new earnings filings are released, a speed 58 reviewers describe as near-instant during high-volume reporting periods. |
| [8] | Responsive support for complex requests, 42 reviews | Daloopa provides responsive customer support that helps analysts with complex modeling requests, a service quality praised in 42 user reviews, including custom template builds during busy deal cycles. |
| [9] | Automates filing data entry, 84 reviews | Daloopa automates data entry from financial filings with high accuracy, a strength cited in 84 user reviews as the tool's core time-saving capability during earnings season. |
| [10] | Institutional pricing, sales-quoted, 38 reviews | Daloopa's pricing runs significantly higher than manual data-entry alternatives and targets institutional budgets, a cost concern raised in 38 user reviews, with all paid tiers requiring a custom sales quote rather than published rates. |
| [11] | Extraction errors in non-standard tables, 31 reviews | Daloopa occasionally produces extraction errors in non-standard financial tables, requiring manual verification according to 31 user reports, particularly when companies restate segments or use unconventional GAAP reconciliations. |
| [12] | Privacy: User data stored is strictly limited to account identifiers (email addresses) and usage telemetry | Daloopa privacy protections include User data stored is strictly limited to account identifiers (email addresses) and usage telemetry and Customer data is logically isolated on multi-tenant AWS infrastructure. |
| [13] | Enterprise: SSO via OpenID Connect (OIDC) through Microsoft Entra | Daloopa provides enterprise security with SSO via OpenID Connect (OIDC) through Microsoft Entra, SSO-only login enforcement (disables password auth), and TLS 1.2 encryption in transit, AES-256 encryption at rest. |
| [14] | Frees analysts from manual data entry | Daloopa "completely changed how I approach earnings season" by eliminating hours of manual data entry, according to a verified 5-star G2 reviewer who said the time saved let their team focus on investment thesis work instead. |
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