Daloopa

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 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.

Installation

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

# 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 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 repo.
• For enhanced infrastructure and application code, see github.com/daloopa/investing.