daloopa

Daloopa Plugin for Claude Code & Claude Cowork

A plugin for Claude Code and Claude Cowork that adds 19 financial analysis skills powered by Daloopa's institutional-grade financial data. Works in any project — no Python dependencies or infrastructure needed.

Prerequisites

• Claude Code or Claude Cowork — Install Claude Code with npm install -g @anthropic-ai/claude-code, or use Claude Cowork directly in the browser
• Daloopa account — Sign up at daloopa.com (free tier available)

Installation

# 1. Add the marketplace
claude plugin marketplace add daloopa/plugin

# 2. Install the plugin
claude plugin install daloopa

Getting Started

# 1. Verify the connection
/daloopa:setup

# 2. Run your first analysis
/daloopa:tearsheet AAPL

On first use, OAuth will open a browser window for Daloopa login. No API keys needed.

Available Commands

Command	Description	Example
/daloopa:setup	Verify MCP connection, show available skills	/daloopa:setup
/daloopa:tearsheet	Quick one-page company overview	/daloopa:tearsheet MSFT
/daloopa:earnings	Full earnings analysis with guidance tracking	/daloopa:earnings AAPL
/daloopa:earnings-prep	Pre-earnings preparation report for the night before	/daloopa:earnings-prep AAPL
/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 supply chain dashboard with suppliers and customers	/daloopa:supply-chain AAPL
/daloopa:research-note	Generate a professional Word document research note	/daloopa:research-note AAPL
/daloopa:build-model	Build a multi-tab Excel financial model	/daloopa:build-model AAPL
/daloopa:comp-sheet	Industry comp sheet Excel model with deep operational KPIs	/daloopa:comp-sheet AAPL
/daloopa:ib-deck	Investment banking pitch deck (HTML → PDF)	/daloopa:ib-deck AAPL
/daloopa:initiate	Initiate coverage — research note + Excel model	/daloopa:initiate AAPL

All output is displayed directly in the conversation. You can also just ask Claude anything about a company — the commands are shortcuts for common analysis workflows.

Data Sources

• Daloopa MCP — Institutional-grade financial data from SEC filings (income statements, balance sheets, cash flow, KPIs, guidance, segment breakdowns)
• Market data — The plugin uses generic language for market data (price, multiples, peers). Claude will use whatever tools are available in your environment.
• Consensus estimates — When available, adds beat/miss and forward valuation context.

Every Daloopa-sourced financial figure includes a citation link back to the original filing.

Full Project Repo

For enhanced features including:

• Word document research notes (.docx)
• Multi-tab Excel financial models (.xlsx)
• PDF rendering with professional styling
• Investment banking pitch decks (HTML → PDF)
• Chart generation (6 professional chart types)
• Forward financial projections engine

See the full project repo: github.com/daloopa/investing