Skills
Skills are specialized prompts that give a LLM instructions to run an analysis. Daloopa's Skills allow you to run slash command with a ticker, and get back a fully cited report — every number links to the underlying SEC filing in Daloopa. For example, /earnings AAPL pulls 8 quarters of financials, segments, KPIs, guidance vs. actuals, cost structure, and read-throughs to adjacent companies. What would take hours of pulling data and building spreadsheets takes minutes.
There are three ways to access skills:
- Daloopa's MCP Server: When using Claude.ai, you can add the 11 analysis skills to your chat and Claude will handle the rest. The skills need to be selected by you vs. prompting Claude to use them like tools.
- Plugin: A lightweight add-on for Claude Code or Claude Cowork. Installs the 11 analysis skills with no dependencies. Skills are prefixed with
daloopa:(e.g.,/daloopa:earnings AAPL). - Starter Kit: A full repo you clone and open in Claude Code. Includes all 17 skills — the 11 analysis skills plus 6 that generate Word documents, Excel models, and PDF decks. Requires Python.
Skills (MCP Server + Plugin + Starter Kit)
Each produces a self-contained HTML report.
| Skill | What You Get |
|---|---|
/earnings TICKER | Quarterly deep dive — financials, margins, segments, KPIs, guidance vs. actuals, cost structure, read-throughs |
/tearsheet TICKER | One-page snapshot — key metrics, tensions, news, what to watch |
/bull-bear TICKER | Bull/base/bear scenarios with segment builds and implied valuations |
/guidance-tracker TICKER | Management guidance accuracy — beat/miss patterns, credibility score |
/dcf TICKER | KPI-driven DCF with WACC and sensitivity table |
/comps TICKER | Peer multiples, implied valuation, premium/discount analysis |
/industry TICKER1 TICKER2 ... | Side-by-side financials, margins, growth, and KPIs across companies |
/inflection TICKER | Auto-detects biggest accelerations and decelerations across all metrics |
/capital-allocation TICKER | Buybacks, dividends, leverage, reinvestment assessment |
/supply-chain TICKER | Interactive supplier/customer map with shock analysis |
Deliverable Skills (MCP Server + Starter Kit Only)
| Skill | Output |
|---|---|
/research-note TICKER | .docx — Full research note with thesis, valuation, risks |
/build-model TICKER | .xlsx — Multi-tab financial model with formulas and projections |
/comp-sheet TICKER | .xlsx — Industry comp sheet across 6-10 peers |
/initiate TICKER | .docx + .xlsx — Research note and model in one pass |
/update TICKER | .docx + .xlsx — Refresh existing coverage with latest quarter |
/ib-deck TICKER | .pdf — 14-slide pitch deck |
How to Access
Option 1: Claude.ai (via our MCP Server)
No install. Connect the Daloopa MCP server and query financial data in natural language.
- Claude.ai: Settings > Connectors > Daloopa > Connect
Option 2: Plugin (Claude Code CLI | GUI or Claude Cowork GUI)
Adds 11 analysis skills to any Claude Code project. No dependencies.
Claude Code CLI
claude plugin install daloopa
/daloopa:setupThen run skills with the daloopa: prefix: /daloopa:earnings AAPL
Claude Code / Claude Cowork GUI
Daloopa's Plugin is currently getting reviewed to be added to Anthropic's marketplace. In the meantime, you can add our plugin using the steps below.
Click on the + icon on the left of the input prompt and hit Add plugin:
Go to personal, click on the + icon, click 'Add marketplace from github' and add daloopa/plugin
This gives you access to all 11 analysis skills (e.g., /daloopa:earnings AAPL).
Option 3: Starter Kit (Claude Code)
Full repo with all 17 skills — the 11 analysis skills plus 6 that generate Word documents, Excel models, and PDF decks. Requires Python.
git clone https://github.com/daloopa/investing.git && cd investing
pip3 install -r requirements.txt
claude
/setupUpdated about 6 hours ago