Daloopa Starter Kit for Claude Code

A ready-to-go financial analysis toolkit that connects Claude Code to Daloopa's institutional-grade financial data. Built for hedge fund analysts (L/S equity, quant) who want AI-assisted fundamental research.

Produces investment deliverables: Research Notes (.docx), Excel Models (.xlsx), PDF Reports, and Pitch Decks (.pdf).

Prerequisites

Claude Code — Install with npm install -g @anthropic-ai/claude-code
Daloopa account — Sign up at daloopa.com
Python 3.9+ — For infrastructure scripts (market data, charts, Excel/Word/PDF rendering)

Quick Start

# 1. Clone the repo
git clone https://github.com/daloopa/investing.git && cd investing

# 2. Install Python dependencies
pip3 install -r requirements.txt

# 3. Open in Claude Code
claude

# 4. Run the setup wizard
/setup

The /setup command will walk you through authenticating with Daloopa (OAuth opens in your browser), verifying the MCP connection, and running your first query.

That's it. On your first Daloopa tool call, OAuth will prompt you to log in via your browser. No API keys or .env files needed.

Available Commands

Building Block Skills (Markdown + PDF Reports)

Command	Description	Example	Output
`/setup`	Interactive setup wizard	`/setup`	—
`/earnings`	Full earnings analysis with guidance tracking	`/earnings AAPL`	`reports/AAPL_earnings_2025Q3.pdf`
`/tearsheet`	Quick one-page company overview	`/tearsheet MSFT`	`reports/MSFT_tearsheet.pdf`
`/industry`	Cross-company industry comparison	`/industry AAPL MSFT GOOG AMZN`	`reports/AAPL_MSFT_GOOG_AMZN_industry_comp.pdf`
`/bull-bear`	Bull/bear/base scenario framework	`/bull-bear TSLA`	`reports/TSLA_bull_bear.pdf`
`/guidance-tracker`	Track management guidance accuracy	`/guidance-tracker NVDA`	`reports/NVDA_guidance_tracker.pdf`
`/inflection`	Auto-detect metric accelerations/decelerations	`/inflection AAPL`	`reports/AAPL_inflection.pdf`
`/capital-allocation`	Buybacks, dividends, shareholder yield	`/capital-allocation MSFT`	`reports/MSFT_capital_allocation.pdf`
`/dcf`	DCF valuation with sensitivity analysis	`/dcf AAPL`	`reports/AAPL_dcf.pdf`
`/comps`	Trading comparables with peer multiples	`/comps AAPL`	`reports/AAPL_comps.pdf`
`/comp-sheet`	Multi-company industry comp sheet model	`/comp-sheet AAPL`	`reports/AAPL_comp_sheet.xlsx`

Investment Deliverables (.docx, .xlsx, .pdf)

Command	Description	Example	Output
`/research-note`	Professional Word research note	`/research-note AAPL`	`reports/AAPL_research_note.docx`
`/build-model`	Multi-tab Excel financial model	`/build-model AAPL`	`reports/AAPL_model.xlsx`
`/initiate`	Initiate coverage (both outputs)	`/initiate AAPL`	`.docx` + `.xlsx`
`/update`	Refresh coverage with latest data	`/update AAPL`	Updated `.docx` + `.xlsx`
`/ib-deck`	Institutional-grade pitch deck	`/ib-deck AAPL`	`reports/AAPL_deck.pdf`

All reports are saved to the reports/ directory. You can also just ask Claude anything about a company — the commands are shortcuts for common workflows.

Plugin

The 10 building block analysis skills are also available as a standalone Claude Code plugin that works in any project — no Python infrastructure needed, just a Daloopa account.

See ../daloopa-plugin/ or install from the Claude Code marketplace.

Data Access

MCP Server (Default — Interactive with Claude Code)

Two MCP servers are pre-configured in .mcp.json:

Server	URL	Purpose
`daloopa`	`mcp.daloopa.com/server/mcp`	Financial data — company fundamentals, KPIs, SEC filings
`daloopa-docs`	`docs.daloopa.com/mcp`	Daloopa knowledgebase — API docs, how-tos, usage help

The data server provides 4 tools:

Tool	Purpose
`discover_companies`	Look up companies by ticker or name
`discover_company_series`	Find available financial metrics and KPIs for a company
`get_company_fundamentals`	Pull financial data for specific metrics and periods
`search_documents`	Search SEC filings (10-K, 10-Q, 8-K) for qualitative info

By default, authentication is via OAuth — a browser window opens on your first tool call. No API keys needed.

If you prefer API key auth for the MCP server (e.g., headless environments), update .mcp.json:

{
  "mcpServers": {
    "daloopa": {
      "type": "http",
      "url": "https://mcp.daloopa.com/server/mcp",
      "headers": {
        "x-api-key": "${DALOOPA_API_KEY}"
      }
    },
    "daloopa-docs": {
      "type": "http",
      "url": "https://docs.daloopa.com/mcp"
    }
  }
}

Then add your key to .env:

DALOOPA_API_KEY=your_api_key_here

Direct REST API (Programmatic — Python Scripts)

The same API key also works with the Daloopa REST API directly. The recipes/ directory contains Python scripts for headless automation, batch processing, or building custom pipelines.

Script	Purpose
`recipes/company_fundamentals.py`	Look up companies, discover series, fetch fundamentals
`recipes/document_search.py`	Search SEC filings for keywords
`recipes/export_csv.py`	Bulk export fundamentals to CSV
`recipes/download_model.py`	Download pre-built Excel models
`recipes/industry_analysis.py`	Cross-industry comparisons via taxonomy
`recipes/taxonomy_comparison.py`	Standardized metric comparisons across companies
`recipes/poll_for_updates.py`	Monitor companies for new earnings releases
`recipes/series_continuation.py`	Track deprecated series and their replacements

All scripts use recipes/daloopa_client.py for authentication (Basic Auth with email + API key).

Setup for API access:

cp .env.example .env
# Edit .env with your credentials:
#   DALOOPA_EMAIL=you@example.com
#   DALOOPA_API_KEY=your_api_key_here

Then run any recipe:

python3 recipes/company_fundamentals.py AAPL
python3 recipes/document_search.py "AI revenue" --companies AAPL MSFT
python3 recipes/export_csv.py AAPL

The Claude Code skills auto-detect which access method is available and use whichever is configured. See .claude/skills/data-access.md for details.

Full API docs: docs.daloopa.com

Project Structure

├── .claude/
│   └── skills/                # Claude Code skill definitions
│       ├── data-access.md     # Shared data access reference
│       ├── design-system.md   # Formatting and styling conventions
│       ├── setup/             # /setup — interactive setup wizard
│       ├── earnings/          # /earnings — earnings analysis
│       ├── tearsheet/         # /tearsheet — company one-pager
│       ├── industry/          # /industry — cross-company comp
│       ├── bull-bear/         # /bull-bear — scenario analysis
│       ├── guidance-tracker/  # /guidance-tracker — guidance vs actuals
│       ├── inflection/        # /inflection — acceleration/deceleration detection
│       ├── capital-allocation/# /capital-allocation — capital deployment
│       ├── dcf/               # /dcf — DCF valuation
│       ├── comps/             # /comps — trading comparables
│       ├── comp-sheet/        # /comp-sheet — industry comp Excel model
│       ├── ib-deck/           # /ib-deck — pitch deck builder
│       ├── research-note/     # /research-note — Word document output
│       ├── build-model/       # /build-model — Excel model output
│       ├── initiate/          # /initiate — both outputs
│       └── update/            # /update — refresh coverage
├── recipes/                   # Python scripts for direct API access
│   ├── daloopa_client.py      # Shared HTTP client with auth
│   ├── company_fundamentals.py
│   ├── document_search.py
│   ├── export_csv.py
│   ├── download_model.py
│   ├── industry_analysis.py
│   ├── taxonomy_comparison.py
│   ├── poll_for_updates.py
│   └── series_continuation.py
├── infra/                     # Infrastructure scripts (used by skills)
│   ├── market_data.py         # Market data from yfinance/FRED
│   ├── chart_generator.py     # Professional chart generation (6 types)
│   ├── projection_engine.py   # Forward financial projections
│   ├── excel_builder.py       # Multi-tab Excel model builder (single-company)
│   ├── comp_builder.py        # Multi-company comp sheet builder (8 tabs)
│   ├── docx_renderer.py       # Word document renderer
│   ├── pdf_renderer.py        # Markdown → styled PDF
│   ├── deck_renderer.py       # HTML deck → PDF
│   └── report_differ.py       # Context diff for updates
├── templates/
│   └── research_note.docx     # Word template (Jinja2 tags)
├── scripts/
│   ├── create_template.py     # Generate the Word template
│   ├── sync_plugin.sh         # Sync shared skills to plugin repo
│   └── docs_crawler.py        # Re-crawl Daloopa docs
├── daloopa_docs/              # API documentation (local copy)
├── reports/                   # Generated reports (gitignored)
│   ├── .charts/               # Generated charts
│   └── .tmp/                  # Context JSON files
├── .mcp.json                  # MCP server config
├── .env.example               # API key template
├── requirements.txt           # Python dependencies
├── CLAUDE.md                  # AI assistant instructions
└── README.md

Optional API Keys

Key	Purpose	How to Get
`FRED_API_KEY`	Risk-free rate for DCF/WACC	Free at fred.stlouisfed.org
`FMP_API_KEY`	Fallback market data (250 calls/day)	Free at financialmodelingprep.com

Add to .env if desired. Without FRED, DCF calculations default to a 4.5% risk-free rate.

Refreshing Documentation

To re-crawl the Daloopa docs (e.g., after API updates):

python3 scripts/docs_crawler.py

Provide feedback

Saved searches

Use saved searches to filter your results more quickly

Repository files navigation

Daloopa Starter Kit for Claude Code

Prerequisites

Quick Start

Available Commands

Building Block Skills (Markdown + PDF Reports)

Investment Deliverables (.docx, .xlsx, .pdf)

Plugin

Data Access

MCP Server (Default — Interactive with Claude Code)

Direct REST API (Programmatic — Python Scripts)

Project Structure

Optional API Keys

Refreshing Documentation

About

Uh oh!

Releases

Packages

Uh oh!

Contributors

Uh oh!

Languages

Name		Name	Last commit message	Last commit date
Latest commit History 7 Commits
.claude		.claude
daloopa_docs		daloopa_docs
infra		infra
recipes		recipes
reports		reports
scripts		scripts
templates		templates
.env.example		.env.example
.gitignore		.gitignore
.mcp.json		.mcp.json
CLAUDE.md		CLAUDE.md
README.md		README.md
requirements.txt		requirements.txt

Folders and files

Latest commit

History

Repository files navigation

Daloopa Starter Kit for Claude Code

Prerequisites

Quick Start

Available Commands

Building Block Skills (Markdown + PDF Reports)

Investment Deliverables (.docx, .xlsx, .pdf)

Plugin

Data Access

MCP Server (Default — Interactive with Claude Code)

Direct REST API (Programmatic — Python Scripts)

Project Structure

Optional API Keys

Refreshing Documentation

About

Resources

Uh oh!

Stars

Watchers

Forks

Releases

Packages 0

Uh oh!

Contributors

Uh oh!

Languages

Packages