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.