Integration Details

Daloopa provides standardized, as-reported financial models for thousands of public companies, updated daily. We help teams systematically integrate Daloopa's datasets into their research workflows, analytics pipelines, and AI-driven tools.

Our Daloopa integration supports:

API Integration — Direct ingestion of Daloopa's historical and real-time financial data (balance sheet, income statement, cash flow, KPIs) into Hedgineer via their Export and Fundamentals APIs. We handle incremental updates, series ID deprecation checks, and full CSV-based or datapoint-level fetches.

MCP Server Integration — Access Daloopa data natively in Claude Desktop, Web, and Mobile (or ChatGPT) via Daloopa's Model Context Protocol server. Your analysts can query Daloopa models conversationally without leaving their AI workflow.

Data Mapping & Cross-Vendor Reconciliation — We maintain mapping layers between Daloopa and other data providers (e.g., Visible Alpha, FactSet, Bloomberg) so you can reconcile estimates, actuals, and line items across sources. For example, we've already built mappings to harmonize Daloopa series IDs with Visible Alpha consensus estimates, enabling side-by-side comparison and drift detection.

Automated Coverage Monitoring — Daloopa adds 50-100 models per week (500-1,000 per quarter). We monitor coverage expansion and automatically onboard newly available tickers into your universe, so your workflows stay current without manual intervention.

Custom Model Requests — We streamline the process of requesting new coverage from Daloopa (e.g., newly public names, sub-$2bn market cap companies) and integrate those models as soon as they're available.

FAQs

1. How do you map Daloopa data to other providers like Visible Alpha?

We maintain cross-vendor mapping tables that reconcile Daloopa's series IDs with equivalent line items in Visible Alpha, FactSet, Bloomberg, and other providers. This allows you to compare as-reported actuals (from Daloopa) against consensus estimates (from Visible Alpha) or normalized financials (from FactSet) in a unified view, and detect any drift or discrepancies between sources.

2. How do you keep our Daloopa data current as they add new coverage?

We monitor Daloopa's coverage expansion (via their Companies API) and automatically detect newly available tickers. When new models are added, we onboard them into Hedgineer without requiring manual requests, ensuring your datasets stay comprehensive and up-to-date.

3. What happens when Daloopa changes a series ID?

When analysts make corrections or merge line items, Daloopa generates a new series ID and marks the original as inactive. Queries using deprecated series IDs return no data. We implement automated checks for deprecated series IDs using Daloopa's Series Continuation API, running these checks before critical analysis and whenever unexpected "no data" responses occur.

4. How does the MCP integration with Claude work?

Daloopa provides a Model Context Protocol (MCP) server that exposes their datasets to Claude (Desktop, Web, Mobile) or ChatGPT. Your analysts can ask questions like "What's Apple's latest revenue?" and Claude retrieves the data directly from Daloopa's models. We help configure and manage these MCP connections as part of your broader Hedgineer + Claude integration.