Daloopa

Finance

Neotask on OpenClaw automates fundamental financial research through Daloopa — discovering companies, pulling clean time-series data, and surfacing analyst documents without manual data entry.

What You Can Do

The Daloopa integration gives Neotask 4 financial data actions.

  • `discover_companies` — search and filter across Daloopa's coverage universe to find companies matching specific criteria
  • `discover_company_series` — explore the financial metrics and time-series data series available for a specific company
  • `get_fundamentals_data` — retrieve clean, structured financial fundamentals — revenue, margins, KPIs — for any covered company
  • `search_documents` — search across earnings transcripts, filings, and analyst documents for a company

    • Every action runs autonomously or requires your approval — you decide.

    Try Asking

  • "Find all SaaS companies in Daloopa's coverage universe with ARR between $100M and $500M"
  • "What financial series are available for Snowflake? Show me what Daloopa tracks"
  • "Pull 5 years of revenue, gross margin, and net revenue retention data for Datadog"
  • "Search for all documents mentioning 'net dollar retention' for Salesforce from the last 12 months"

    • Pro Tips

  • Use `discover_company_series` before `get_fundamentals_data` to know exactly which metrics Daloopa has for a company — then pull precisely what your model needs
  • Schedule quarterly model refreshes: your agent pulls updated fundamentals for your entire coverage universe after earnings season ends
  • Combine `search_documents` with your note-taking tool to automatically populate research notes with relevant transcript excerpts
  • Multi-agent teams excel for sector deep dives: each agent covers a different company in parallel, and a lead agent builds the comparative analysis

    • Works Well With