generated: '2026-08-11'
method: searched
source: https://github.com/daloopa/daloopa-plugin-claude
description: >-
  Daloopa PUBLISHES its own Agent Skills. These 21 SKILL.md files are harvested VERBATIM from Daloopa's
  own open-source Claude Code plugin repository — they are not generated by API Evangelist. Each skill is
  a slash command that takes a ticker and produces a fully cited institutional-grade deliverable, with
  every number linked back to the underlying SEC filing in Daloopa. The same catalog is served over MCP
  (list_skills / get_skill) and over REST (GET /api/v3/investing-skills), making this one of the few
  providers in the catalog shipping the same skill catalog through three channels.

provider_published: true
repository: https://github.com/daloopa/daloopa-plugin-claude
license: Apache-2.0
plugin_name: daloopa
plugin_version: 1.0.0
marketplace: daloopa-marketplace
last_pushed: '2026-07-22'
sibling_repository:
  url: https://github.com/daloopa/daloopa-plugin-codex
  description: Financial analysis skills for Codex and ChatGPT powered by Daloopa
  note: >-
    Same skill set, additionally carrying an agents/openai.yaml alongside each SKILL.md and a
    scripts/package_chatgpt_skills.py packaging script. Daloopa ships the identical catalog to two agent
    runtimes.

mcp_servers_required:
- name: daloopa
  type: http
  url: https://mcp.daloopa.com/server/mcp
- name: daloopa-docs
  type: http
  url: https://docs.daloopa.com/mcp

shared_references:
- file: skills/daloopa-_data-access.md
  purpose: >-
    Data access detection logic — how a skill decides which Daloopa surface to use and how to anchor
    period math on latest_calendar_quarter. Every skill instructs the agent to read this first.
- file: skills/daloopa-_design-system.md
  purpose: Formatting and presentation conventions applied across all deliverables.

skill_count: 21
tools_used: [discover_companies, discover_company_series, discover_company_documents, get_company_fundamentals, get_document_content, search_documents, get_stock_prices, list_skills, get_skill]

skills:
- {name: setup, file: skills/daloopa-setup.md, argument: none, description: Verify Daloopa MCP connection and show available skills}
- {name: tearsheet, file: skills/daloopa-tearsheet.md, argument: TICKER, description: Quick one-page company overview and snapshot}
- {name: earnings-flash, file: skills/daloopa-earnings-flash.md, argument: TICKER, description: Rapid first-read earnings flash for a given company}
- {name: earnings-prep, file: skills/daloopa-earnings-prep.md, argument: TICKER, description: Pre-earnings preparation report for the night before a company reports}
- {name: earnings-review, file: skills/daloopa-earnings-review.md, argument: TICKER, description: Full earnings analysis with guidance tracking for a given company}
- {name: guidance-tracker, file: skills/daloopa-guidance-tracker.md, argument: TICKER, description: Track management guidance accuracy over time for a given company}
- {name: build-model, file: skills/daloopa-build-model.md, argument: TICKER, description: Build a multi-tab Excel financial model}
- {name: dcf, file: skills/daloopa-dcf.md, argument: TICKER, description: Discounted cash flow valuation with sensitivity analysis}
- {name: comps, file: skills/daloopa-comps.md, argument: TICKER, description: Trading comparables analysis with peer multiples and implied valuation}
- {name: comp-sheet, file: skills/daloopa-comp-sheet.md, argument: TICKER, description: Build an industry comp sheet Excel model with deep operational KPIs}
- {name: precedent-transactions, file: skills/daloopa-precedent-transactions.md, argument: TICKER, description: Precedent M&A transactions analysis with deal multiples and acquisition context}
- {name: bull-bear, file: skills/daloopa-bull-bear.md, argument: TICKER, description: Bull/bear/base case scenario framework for a given company}
- {name: initiate, file: skills/daloopa-initiate.md, argument: TICKER, description: Initiate coverage — generate both research note (.docx) and Excel model}
- {name: research-note, file: skills/daloopa-research-note.md, argument: TICKER, description: Generate a professional Word document research note}
- {name: ib-deck, file: skills/daloopa-ib-deck.md, argument: 'TICKER [--category ib-advisory|activist-ls]', description: Generate an institutional-grade investment banking pitch deck}
- {name: industry, file: skills/daloopa-industry.md, argument: TICKER1 TICKER2 ..., description: Cross-company industry comparison across multiple tickers}
- {name: inflection, file: skills/daloopa-inflection.md, argument: TICKER, description: Auto-detect biggest acceleration/deceleration inflections across all metrics}
- {name: unit-economics, file: skills/daloopa-unit-economics.md, argument: TICKER, description: Bottoms-up unit economics decomposition for any public company}
- {name: working-capital, file: skills/daloopa-working-capital.md, argument: TICKER, description: Cash conversion cycle, earnings quality, and working capital deep-dive}
- {name: capital-allocation, file: skills/daloopa-capital-allocation.md, argument: TICKER, description: Deep dive into capital deployment, buybacks, dividends, and shareholder returns}
- {name: supply-chain, file: skills/daloopa-supply-chain.md, argument: TICKER, description: Interactive supply chain dashboard mapping suppliers, customers, and flows}

x-evidence:
  fetched: '2026-08-11'
  base_url: https://raw.githubusercontent.com/daloopa/daloopa-plugin-claude/main/skills/
  files_retrieved: 23
  http_status: 200
  note: >-
    All 21 SKILL.md files plus the two shared reference documents were fetched at HTTP 200 and saved
    byte-for-byte. Filenames are prefixed daloopa- to match repo convention; content is unmodified.

cross_links:
  mcp: mcp/daloopa-mcp.yml
  crosswalk: mcp/daloopa-tool-crosswalk.yml
  packages: packages/daloopa-packages.yml