Best Practices for Using the Daloopa API

To get started with our API, we recommend the following steps:

1. Discover Supported Companies
   1. Begin by using the api/v2/companies endpoint to identify the list of companies for which we provide datasheets. This endpoint returns detailed information, including company names, tickers, industries, and sectors.
2. Fetch Historical Data
   1. After identifying the desired company, use the api/v2/export/{ticker} endpoint to retrieve the full historical dataset for that company. This endpoint provides comprehensive financial information, formatted as a CSV file for easy integration into your workflows.
3. Use the real_time Query Parameter
   1. The api/v2/export/{ticker} endpoint includes a real_time query parameter, which controls how quickly you access incremental updates to the datasheet.
      • Set real_time=true during high-priority periods, such as earnings seasons, when immediate access to newly released financial data is critical. In this mode, datapoints are updated incrementally as they become available, allowing analysts to begin their work as soon as possible.
      • Set real_time=false to retrieve fully reviewed and finalized data, ensuring completeness and consistency. This option may take longer, depending on the SLA for the specific company.
4. Work with Specific Data Points
   1. Each row in the CSV output represents a specific datapoint and includes a column named series_id, which corresponds to a unique line item in our datasheet. If you're only interested in certain datapoints/line items, use the series_id to filter the data.
      For more details on identifying relevant series_id values, refer to our documentation: Tag ID Preview Documentation.
5. Check for Deprecated Series IDs
   1. Series IDs can change due to corrections or merges made by analysts. When a change occurs, a new Series ID is generated and the original(s) Series ID is marked as inactive. If you continue querying the API using deprecated Series IDs, no data will be returned.
   2. Recommendation: Implement a routine check for deprecated Series IDs using the Series Continuation API. We recommend running this check:
      1. Before any critical data analysis;
      2. When encountering unexpected "no data" responses from queries for series ID.