daloopaOfficial·17 Agent Skills Included

investing

Equity research, valuation models, and earnings analysis reports

Generates institutional-grade equity research using Daloopa financial data: earnings reviews, DCF valuations, comps, guidance tracking, and supply chain analysis. Produces ready-to-use deliverables including Word research notes, multi-tab Excel models, and PDF pitch decks without manual spreadsheet work. Eliminates hours of data pulling and formatting so analysts can focus on investment judgment.

482|113

↗

npx skills add daloopa/investing --all -g -y

Available:

Instructs the agent on how to query Daloopa financial data, follow the four-step MCP workflow, apply citation and formatting rules, and route ticker requests to the correct analysis skill.

All Skills in This Repository (17)

Pure Emerald Level Indicators

📦 In Repo

daloopa

initiate

Generate a research note and Excel model from a company's financial statements and risk factors.

build-model

Create end-to-end Excel financial models from a single ticker input.

inflection

Compute YoY growth, acceleration, and QoQ changes across eight quarters of data.

dcf

Assemble cash flow and balance sheet inputs for a DCF model by ticker.

industry

Compare financial KPIs across tickers and generate an HTML report.

earnings

Compile quarterly financial data and KPIs into a cited earnings analysis narrative.

guidance-tracker

Quantify management guidance versus actual results across eight quarters.

comp-sheet

Generate a multi-company comp sheet Excel workbook with eight quarters of financials and KPIs.

comps

Build trading comparables analysis with peer selection and valuation multiples.

research-note

Generate a Word research note with citations from company data.

ib-deck

Generate self-contained HTML pitch decks and PDF renders from Daloopa MCP data.

update

Refresh research notes and Excel models with latest quarterly data.

Official

Intermediate

Frequently Asked Questions

FAQPage Schema

How to install Daloopa investing skills?▼

Run `npx skills add daloopa/investing --all -g -y` in your terminal to install all analysis skills globally. You will also need a Daloopa account for data access.

What can I build with these investing skills?▼

You can generate earnings reviews, DCF valuations, trading comps, bull/bear scenarios, guidance trackers, and full research notes or Excel models for any public company ticker.

Do I need a Daloopa account to use it?▼

Yes. The skills pull institutional-grade financial data from Daloopa's servers, and authentication happens via a browser OAuth login on first use.

Does it work with Claude Code and other agents?▼

Yes. All skills follow the standard SKILL.md format and run in Claude Code, Codex, and other compatible agent environments.

Can non-coders use these investing skills?▼

Yes. After setup, you simply type a command like /tearsheet AAPL or /dcf MSFT and the agent handles all data pulling, analysis, and report generation.