Daloopa
Financial analysis skills powered by Daloopa's institutional-grade data
Open source Open in the app JSON README (API)
About
Financial analysis skills powered by Daloopa's institutional-grade data
Details
- Kind
- Plugins
- Topic
- Finance & crypto
- Publisher
- daloopa
- Origin
- marketplace
- Category
- ferramentas
- Stars
- 8
- Forks
- 1
- Open pull requests
- 1
- Last push
- 2026-07-22T17:00:11Z
- Repository state
- ativo
- License
- Apache-2.0
- Added
- 2026-08-30 01:48:58
- Updated
- 2026-09-01 15:00:31
- Origin id
daloopa/plugin/daloopa
README
# Daloopa Plugin for Claude Code and Claude Cowork A plugin for Claude Code and Claude Cowork that adds 21 financial analysis skills powered by [Daloopa](https://daloopa.com) institutional-grade financial data. Works in any project with the Daloopa MCP connection enabled. ## Prerequisites - **Claude Code or Claude Cowork** - Install Claude Code with `npm install -g @anthropic-ai/claude-code`, or use Claude Cowork in the browser. - **Daloopa account** - Sign up at [daloopa.com](https://daloopa.com). ## Installation ```bash # 1. Add the marketplace claude plugin marketplace add daloopa/daloopa-plugin-claude # 2. Install the plugin claude plugin install daloopa ``` ## Getting Started ```bash # 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. ## Available Commands | 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. ## Data Sources - **Daloopa MCP** - Institutional-grade financial data from SEC filings, including income statements, balance sheets, cash flow, KPIs, guidance, segment breakdowns, documents, and stock prices. - **Market data** - Skills use Daloopa stock price data first, then whatever other tools are available in your Claude environment. - **Consensus estimates** - Included when available; skipped or clearly labeled when unavailable. Every Daloopa-sourced financial figure should include a citation link back to the original source. ## Related Repos - This repo is the Claude distribution. - The Codex and ChatGPT skills distribution lives in the sibling [`daloopa-plugin-codex`](https://github.com/daloopa/daloopa-plugin-codex) repo. - For enhanced infrastructure and application code, see [github.com/daloopa/investing](https://github.com/daloopa/investing).