Category: Analyst Best Practices

From Good to Great: How to Make the Leap When Building a Financial Model

Everyone has a different approach to modeling, but there are some key factors that separate good and great models. In this article, we'll go through the characteristics of great models, and how to improve model-building.
Explore top AI tools for equity research that accelerate financial analysis, enhance valuations, and deliver smarter investment insights.

6 Best AI Tools For Equity Research: Top Solutions For Financial Analysis And Stock Market Insights

Discover the top AI tools revolutionizing equity research. Enhance your financial analysis with cutting-edge technology for smarter investment decisions.
Guide on how to download financial statements into Excel from SEC, using Python, APIs, and Excel-based automation tools

How To Download Financial Statements Into Excel From SEC?

Learn how to easily download financial statements from SEC filings directly into Excel. Step-by-step guide for efficient data extraction and analysis.
The origin of financial statement analysis from ancient ledgers to modern AI-powered dashboards.

The Origin Of Financial Statement Analysis: Evolution From Ancient Trade Records To Modern Analytical Tools

Explore the origin of financial statement analysis from ancient trade records to AI tools transforming modern financial decision-making.
How to get financial statement data into Excel with automated updates and clean formatting

How To Get Financial Statement Data Into Excel: Quick Import Methods for Analysis

Learn how to get financial statement data into Excel quickly with Daloopa’s AI-powered plugin for seamless, automated financial data imports.
How to download earnings seasons data all in one place—AI-powered automation for faster research and real-time insights.

How To Download Earnings Seasons Data All In One Place (Skip Company IR Page Searches)

Learn how to download earnings seasons data all in one place with Daloopa. Automate model updates in one click and access real-time data for analysis.
Discover how to automatically get stock data updated into Excel for smarter financial analysis and historical financial data in Excel.

How To Automatically Get Stock Data Updated Into Excel (Even Right After Earnings Call)

Learn how to automatically get stock data updated into Excel for faster financial analysis and immediate access to historical financial data.
Get IPO data into Excel with Daloopa: Download and integrate accurate IPO data seamlessly.

How To Get IPO Data Into Excel: A Step-by-Step Guide for Financial Analysis

Learn how to easily import IPO data into Excel and analyze it for informed investment decisions. Our step-by-step guide makes it simple.
Optimize hedge fund strategies with the best investment analytics and performance software for hedge funds.

The 8 Best Investment Analytics and Performance Software for Hedge Funds: Top Solutions for 2025

Maximize returns and optimize portfolio management with our cutting-edge investment analytics and performance software for hedge funds.
Explore financial statement spreading techniques to streamline financial analysis and drive smarter lending decisions.

Exploring Financial Statement Spreading Techniques: A Guide to Modern Credit Analysis

Unlock the power of financial statement spreading with our expert techniques. Streamline analysis and gain valuable insights.

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