Daloopa

금융

OpenClaw 기반 Neotask은 Daloopa를 통해 펀더멘탈 금융 리서치를 자동화합니다 — 수동 데이터 입력 없이 기업을 발굴하고, 깨끗한 시계열 데이터를 가져오며, 애널리스트 문서를 파악합니다.

할 수 있는 것

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

    • 모든 액션은 자율적으로 실행되거나 승인을 요청합니다 — 여러분이 결정합니다.

    이렇게 물어보세요

  • "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"

    • 프로 팁

  • 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