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daloopa Codex Plugin

Author
Daloopa
Category
Finance
Topics
Data Engineering & Analytics · Sales, Marketing & Business Ops · AI Agents & AI App Development
Version
1.0.3
First seen
2026-07-12
Last confirmed
2026-07-13
Explanation last updated
2026-07-12

The explanation below is AI-generated. Please verify it against the sources.

Daloopa is a plugin that packages Daloopa's institutional-grade financial data as reusable skills for Codex and ChatGPT. According to the README, it includes 21 financial analysis skills covering workflows such as company tearsheets, earnings reviews, DCF valuations, comps, and multi-tab Excel model building. Data is retrieved via the Daloopa MCP and draws on SEC filings (income statements, balance sheets, cash flow, KPIs, guidance, and segment breakdowns), with each figure carrying a citation link back to its source. Use requires a Daloopa account, Codex or ChatGPT with skills enabled, and access to Daloopa's MCP servers or connector. Per Daloopa's homepage, the underlying platform covers 6,000+ global tickers and is used by hedge funds, banks, and AI companies including Anthropic, OpenAI, Perplexity, and Microsoft.

Overview

According to Daloopa's homepage, Daloopa is a financial data platform providing source-linked fundamental data across 6,000+ public companies, delivered through products such as Scout, MCP, API, Add-In, Data Sheets, and Cloud. This plugin exposes that data as Codex/ChatGPT skills so users can generate financial analysis outputs directly within those environments.

What you can do with daloopa

  • Create a one-page company tearsheet (tearsheet)
  • Review earnings results and guidance (earnings-review, earnings-prep, earnings-flash, guidance-tracker)
  • Build DCF valuations and trading comps (dcf, comps, precedent-transactions)
  • Generate research notes and IB-style deliverables (research-note, ib-deck, initiate)
  • Build multi-tab Excel models and comp sheets (build-model, comp-sheet)
  • Analyze capital allocation, unit economics, working capital, and supply chain (capital-allocation, unit-economics, working-capital, supply-chain)
  • Compare companies across an industry (industry) and detect metric inflections (inflection)
  • Verify the Daloopa MCP connection and available workflows (setup)

Sources

Original description (English)

Financial analysis skills powered by Daloopa's institutional-grade data.

History of daloopa

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