Daloopa
Daloopa is a free-trial AI financial modeling tool that extracts auditable data from SEC filings into Excel, covering over 3,500 public companies with 99% accuracy.
What is Daloopa?
Daloopa is an AI-powered financial data platform that extracts structured, auditable data from SEC filings, investor presentations, earnings transcripts, and press releases, and delivers it directly into Excel financial models via a native add-in or data feed. Every extracted data point is hyperlinked to its original source document, so analysts can trace any figure back to the 10-K, 10-Q, or earnings release it came from — a compliance and quality assurance requirement that manual data entry cannot match at scale. Equity research analysts and buy-side portfolio managers face a recurring bottleneck during earnings season: updating financial models with newly reported figures from dozens of companies simultaneously is a labor-intensive, error-prone process that can occupy an analyst for an entire trading day. Daloopa's one-click Updater feature reconciles discrepancies, highlights newly disclosed metrics, and refreshes models immediately following earnings releases — a workflow that converts a multi-hour task into a minutes-long operation. As of April 2026, Daloopa expanded its AI partnership ecosystem with a new Perplexity integration, allowing investment teams to query their Daloopa data license directly within Perplexity's interface through a bring-your-own-license model — building on existing connectors with ChatGPT and Claude. Daloopa is not the right tool for individual retail investors or small teams seeking low-cost fundamental data access. The platform targets institutional finance workflows — hedge funds, mutual funds, private equity firms, and investment banks — and pricing follows a custom enterprise model available on request rather than self-serve tiers. Teams seeking broad market data at a lower price point will find FactSet or Bloomberg Terminal more appropriate, albeit at significantly higher cost for full feature parity.
Daloopa is a free-trial AI financial modeling tool that extracts auditable data from SEC filings into Excel, covering over 3,500 public companies with 99% accuracy.
Daloopa is widely used by professionals, developers, marketers, and creators to enhance their daily work and improve efficiency.
Key Features
Pros & Cons
Who Uses Daloopa?
Daloopa vs Luna vs Shipixen vs WhatDo
Detailed side-by-side comparison of Daloopa with Luna, Shipixen, WhatDo — pricing, features, pros & cons, and expert verdict.
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Pricing |
Free | Freemium | Paid | Free |
Rating |
— | — | — | — |
Free Trial |
✓ | ✓ | ✕ | ✓ |
Key Features |
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Pros |
Reduces financial model update time during earnings sea The platform reports an average extraction accuracy rat The Excel add-in integrates directly into existing anal | Automating lead discovery, AI message drafting, and fol Luna's pricing replaces the cost of separate data enric AI-personalized emails referencing contact-specific dat | Generating a complete Next.js codebase with branding, S Shipixen operates on a one-time purchase model with no Brand input fields, theme selection, and one-click depl | Consolidating destination research, itinerary generatio WhatDo's integration with multiple travel services posi 40,000+ destination coverage means WhatDo has useful co |
Cons |
Analysts new to Daloopa's Excel add-in and data sheet a Model updates, data feeds, and the one-click Updater al Custom enterprise pricing — available on request rather | Sales reps new to AI-assisted outreach often spend the While Luna supports LinkedIn and calling, the platform' The free tier provides access to core features at low v | Developers unfamiliar with Next.js, MDX, or Tailwind CS Payment processing via Stripe, LemonSqueezy, or Paddle Shipixen's desktop application runs on macOS and Window | Real-time booking integration, AI itinerary generation, For travelers visiting a destination with very limited WhatDo's full feature set — preference calibration, iti |
Best For |
Hedge Funds | Small and Medium Enterprises | E-commerce Businesses | Solo Travelers |
Verdict |
Compared to the manual process of copying figures from 10-Qs… | Compared to manual cold outreach workflows, Luna reduces pro… | For startup founders and freelance developers building Next.… | Compared to manually coordinating itinerary planning across … |
Try It |
Visit Daloopa ↗ | Visit Luna ↗ | Visit Shipixen ↗ | Visit WhatDo ↗ |
Daloopa vs Luna vs Shipixen vs WhatDo — Which is Better in 2026?
Choosing between Daloopa, Luna, Shipixen, WhatDo can be difficult. We compared these tools side-by-side on pricing, features, ease of use, and real user feedback.
Daloopa vs Luna
Daloopa — Daloopa is an AI Tool that automates financial data extraction from SEC filings into Excel, with every data point hyperlinked to its source and a 99% accuracy r
Luna — Luna is an AI Tool that combines a 275 million contact database with AI-generated personalized messaging and multichannel outreach capabilities across email, Li
- Daloopa: Best for Hedge Funds, Equity Research Analysts, Investment Bankers, Private Equity Firms, Uncommon Use Cases
- Luna: Best for Small and Medium Enterprises, Startups, Sales Professionals, Marketing Agencies, Uncommon Use Cases
Daloopa vs Shipixen
Daloopa — Daloopa is an AI Tool that automates financial data extraction from SEC filings into Excel, with every data point hyperlinked to its source and a 99% accuracy r
Shipixen — Shipixen is an AI Tool that eliminates the boilerplate tax on Next.js SaaS development — the repetitive scaffold setup that delays every new project regardless
- Daloopa: Best for Hedge Funds, Equity Research Analysts, Investment Bankers, Private Equity Firms, Uncommon Use Cases
- Shipixen: Best for E-commerce Businesses, Digital Marketing Agencies, Startup Founders, Freelance Developers, Uncommon
Daloopa vs WhatDo
Daloopa — Daloopa is an AI Tool that automates financial data extraction from SEC filings into Excel, with every data point hyperlinked to its source and a 99% accuracy r
WhatDo — WhatDo is an AI Tool that integrates destination discovery, personalized itinerary planning, and real-time booking across flights, accommodations, and activitie
- Daloopa: Best for Hedge Funds, Equity Research Analysts, Investment Bankers, Private Equity Firms, Uncommon Use Cases
- WhatDo: Best for Solo Travelers, Adventure Seekers, Cultural Enthusiasts, Food Lovers, Uncommon Use Cases
Final Verdict
Compared to the manual process of copying figures from 10-Qs into Excel, Daloopa reduces an earnings-season model update from several hours to under five minutes — the primary limitation is that custom enterprise pricing makes it inaccessible for smaller teams or individual analysts who cannot justify the license cost.
FAQs
2 questionsExpert Verdict
Summary
Daloopa is an AI Tool that automates financial data extraction from SEC filings into Excel, with every data point hyperlinked to its source and a 99% accuracy rate reported by the platform. Coverage spans 3,500+ public companies with 10+ years of historical data.
It is suitable for beginners as well as professionals who want to streamline their workflow and save time using advanced AI capabilities.
User Reviews
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