Access Live and Historical Financial Data in Excel
Unlock a vast repository of live and historical financial statement data sets directly in Excel to elevate your financial analysis. Effortlessly develop and improve financial models using your preferred methodologies and update them with the latest, most dependable data available for financial research companies.
Seamless Financial Data Integration
Access Real-Time and Historical Data
Enhance your financial analysis by integrating real-time and historical financial analytics tools directly within Excel. Make informed decisions with the latest insights and a comprehensive historical perspective.
Improve Data Transparency
Easily trace any data point back to its source with just one click. Our financial analytics tools provide a transparent view of all data origins, increasing the reliability of your financial statement data sets.
Boost the Accuracy of Your Financial Models
Daloopa’s Excel integration links every data point to its verified source, ensuring your financial models are accurate and error-free. Strengthen your analysis with the most reliable financial analytics tools and data available.
Streamline Your Financial Data Management for Enhanced Analysis and Insights
Know the full history of your coverage companies
Access a complete financial history of your target companies. Obtain 4-10 times more financial statement data sets than other sources, empowering you to generate detailed insights that enhance performance.
Data sourced from:
- SEC filings
- Non-financial documents, including investor presentations, supplementals, footnotes, transcripts
Financial statement data sets include:
- Reported financials
- Company-specific KPIs and metrics
- Company guidance
- GAAP to Non-GAAP adjustments
- And more...
Have confidence in the numbers, and your ideas
Ensure the accuracy and reliability of your data and insights. Daloopa’s hyperlink technology allows you to verify and contextualize your data, boosting confidence in your analyses.
- One-click verification for all data points ensures accuracy
- Direct access to every original source file provides deeper context
- Hard-coded data, free from underlying formulas, enhances model speed and usability
Faster updates for faster time to insights
Accelerate your time to insights with rapid data updates. Avoid the time-consuming manual updates of models and focus on generating insights and innovative ideas. Daloopa helps you reclaim valuable time.
Data sourced from:
- Key public company financial data available within minutes of release
- Incremental updates as new data becomes available
- Notifications alerting you to new data availability
With Daloopa’s financial statement analysis software, users can efficiently maintain multiple models and manage workload during earnings season, achieving time savings of 15-45 minutes per model. Additionally, auditing tools in Excel ensure that every update aligns with the most accurate financial data.
Daloopa's AI: Unmatched Access to Live and Historical Financial Data in Excel
Immediate Access to Comprehensive Financial Datasets for Analysis
Daloopa AI actively monitors financial markets and company disclosures, including SEC reports and financial statements, to deliver the most current live and historical data directly into Excel. This enables analysts to focus more on conducting thorough financial analysis rather than spending time on data collection.
Effortless Verification and Traceability of Financial Data
Each data point from Daloopa AI is linked to its original source document, allowing for easy validation of information directly within your Excel model. Trust the reliability of your financial statement data sets with a simple click, eliminating any doubts about its accuracy.
Real-Time Data Updates During Critical Market Events
Daloopa AI promptly integrates newly released public company financial data and SEC reports and financial statements into your existing workflows, ensuring you have the latest information readily available. Focus on extracting insights and developing strategies that provide a competitive advantage for financial research companies seeking real-time data-driven decision-making.
Unlock Financial Insights with Daloopa
Enhance your data analytics for financial services with unmatched access to both live and historical financial data directly in Excel, enabling you to make informed, data-driven decisions with confidence.
- Every data point is traceable to its original source.
- Access over ten years of comprehensive financial data at your fingertips.
- Utilize our Excel integration to seamlessly incorporate data into your existing financial models.
- Rely on the accuracy of your data analytics for financial services, assured that each data point is meticulously verified.
Have a question?
Talk to us. Our technology enables us to process filings and build data sheets at an unprecedented scale. We’re on pace to add 750 models to companies to our coverage in 2022, at an average rate of 15 companies added a week.
We can easily work with that. Daloopa’s plug-in is smart enough to know when you are using different units and signs from the company’s disclosure. This happens most often when a company discloses in thousands and you model in millions, or when a company provides a negative number for an expensive item, but you have it as a positive number in your model.
Absolutely. Daloopa models are meant to be used in any situation. However, do note that the source links bring you to a web portal hosted by us in the cloud, and the plugin fetches data from our database in the cloud. If you are offline, you will still have full access to all your data provided by financial data aggregation companies, but the links and plugin will only work when you are back online.
Yes, Daloopa has models for most major international companies, including ones that report in non-English languages.