Daloopa

Search for companies in the Daloopa database using ticker symbols or company names, or list every company in an industry. PEERS / COMPETITORS: to find a company's competitors, peers or comparables, look the company up first, then call this tool again with its ``industry_id`` and no keywords. Choose peers from that list instead of naming them from memory. This tool searches the Daloopa database for companies matching the provided keyword, which can be either a ticker symbol or company name. The search results include for each keyword, the ticker, full company name, and company ID needed for subsequent data retrieval. Search Strategy: 1. PRIMARY: Ticker Symbol Search - For ticker search: Use the exact ticker symbol (e.g., "AAPL", "MSFT") 2. SECONDARY: Company Name Search (only if ticker fails) - IMPORTANT: Omit legal entity designations (Inc., Ltd., Corp., LLC, GmbH, S.A., etc.) - Examples: Use "Apple" instead of "Apple Inc.", "Microsoft" instead of "Microsoft Corporation" 3. FALLBACK: Alternative Name Forms (if standard name fails) - If initial search returns no results, try alternative forms of the company name - Try shorter versions of the name if the full name doesn't yield results - For companies with multiple words, try the most distinctive word Industry peers: pass ``industry_id`` (from a previous result) without keywords to list every company in that industry, each keyed by its ticker. With keywords, ``industry_id`` narrows each search to that industry.

discover_companies

List the financial documents Daloopa has for a company in the given quarters. !!! WHEN TO USE !!! Call this tool whenever the user wants to know which filings exist in some quarter (or wants to read one) without searching for keywords inside them. Examples of prompts that should trigger this tool: - "show me Apple's filings from last quarter" - "what did NVIDIA file in Q3 2024?" - "pull Tesla's most recent earnings transcript" - "Summarize Apple's earnings transcript from 2025Q4" For keyword-based search inside documents, use ``search_documents`` instead. !!! HOW THIS COMPOSES WITH OTHER TOOLS !!! The intended flow is: 1. ``discover_companies(keywords=[...])`` to resolve a ticker or company name to a numeric ``company_id``. 2. ``discover_company_documents(company_id, calendar_quarters=[...])`` (this tool) to list every filing in those quarters. The response includes ``filing_type`` so you can pick the row that matches what the user asked for (10-K, 10-Q, 8-K, Transcript, etc.) and then read its ``document_id``. For ``Others`` filings, the response also includes ``document_type`` (e.g. ``Earnings Presentation``, ``Investor Day Presentation``) so you can disambiguate the bucket without reading every row. 3. ``get_document_content(document_id)`` to pull document content.

discover_company_documents

Discover and retrieve all available financial data series for a specific company. This is the primary discovery tool for exploring what financial metrics and time series data are available for any given company in Daloopa's financial database. Use this tool to understand the breadth of financial data available before requesting specific metrics. Key Use Cases: - Explore available financial metrics for a company - Find specific series by searching with relevant keywords - Check data availability for specific time periods - Identify series IDs needed for detailed data retrieval

discover_company_series

Look up Daloopa's taxonomy metric catalog: the canonical set of financial metrics Daloopa tracks (e.g. "Total Revenue", "Diluted EPS"), for one or more companies and/or a GICS industry, optionally narrowed further by keywords. This returns metric DEFINITIONS from the catalog, not their reported values. To pull actual numbers, pass the returned ``metric_id``s to ``get_comparable_companies_fundamentals``. USE WHEN: you need the metrics common to a peer group before building a comparison, want metrics for a whole GICS industry, or need to check whether a specific metric exists for a company, e.g. "find the KPIs Apple and Google both report" or "does Tesla report free cash flow?". For a single company's full metric list, use ``discover_company_series`` instead. !!! company_ids OR industry_id IS REQUIRED !!! At least one of ``company_ids`` or ``industry_id`` must be provided. !!! HOW THIS COMPOSES WITH OTHER TOOLS !!! Pass several ``company_ids`` (a peer group) to find the metrics every company in that group reports in common -- a shared taxonomy, useful before building a peer comparison. Use the returned ``metric_id``s with ``get_comparable_companies_fundamentals`` to pull comparable data across the whole peer group. !!! INTERSECTION, NOT UNION !!! With more than one ``company_id``, the result is the INTERSECTION -- only metrics mapped for EVERY listed company are returned. There is no way to request the union in a single call; if you need the union, call this tool once per company_id and merge the results yourself. !!! OUT-OF-COVERAGE IS NOT AN ERROR !!! If nothing matches (an unknown company, an industry with no coverage, or keywords with no hits), this returns an empty list, never an error.

discover_comparable_companies_metrics

Retrieve financial fundamentals for a specific company across specified periods. This tool fetches detailed financial data for a given company across requested time periods, filtered by specific series IDs. The data includes metrics from Income Statement, Balance Sheet, Cash Flow Statement, and various financial ratios. ═══════════════════════════════════════════════════════════════════ OUTPUT CONTRACT — READ BEFORE DOING ANYTHING ELSE ═══════════════════════════════════════════════════════════════════ Every numeric value from this tool MUST be rendered as a markdown hyperlink using the `id` field from the response: Format: [$<value> <unit>](https://daloopa.com/src/<id>) Example: response {id: 158655532, value_quarter: 62314, unit: "Million"} renders as: [$62,314 million](https://daloopa.com/src/158655532) UNACCEPTABLE outputs (these are rule violations): ✗ $62,314 million ✗ $62,314 million (source: Daloopa) ✗ $62,314 million [Daloopa] ✗ Stating "Data sourced from Daloopa" without per-number links ACCEPTABLE output: ✓ [$62,314 million](https://daloopa.com/src/158655532) This applies to ALL contexts: prose, tables, artifacts, charts, bullets. End every response with: "Data sourced from Daloopa" Before responding, verify every number in your answer is linked. If any aren't, fix them before sending. ═══════════════════════════════════════════════════════════════════

get_company_fundamentals

Retrieve reported values for comparable metrics across several companies, for cross-company analysis. Cite every figure as [$X.XX million/billion](https://daloopa.com/src/<id>) using the returned ``id``. Pass exactly one of ``calendar_periods`` or ``fiscal_periods``; default to calendar periods. Company/metric/period combinations with no data are omitted from the result, not returned as errors.

get_comparable_companies_fundamentals

Tell an agent that follows a set of companies over time which of them have new data, so it can refresh only those instead of pulling fundamentals for all of them again. Covers up to 500 companies per call. Use it on any repeat run (a scheduled job, a watchlist, a later session) for companies whose fundamentals were already pulled: call this first, then call get_company_fundamentals only for the companies whose last_published_at moved since that pull. This tool is free and does not count toward datapoint usage. Returns one entry per company with company_id, latest_period (the most recent calendar period with data, e.g. "2026Q2" or "2026FY"), last_published_at (ISO 8601) and earnings_status. Unknown company IDs come back with those fields null. last_published_at moves on every publish, including a re-publish or correction of a quarter that was already out, so a moved date alone does not mean a new quarter. A change in latest_period is the signal that a new quarter was published. earnings_status is one of: - IN_PROGRESS: the latest earnings quarter is being published. Its data can be pulled now, but more of it may still be added. - READY_FOR_UPDATE: the latest quarter was published in the last 21 days. - NO_PENDING_UPDATES: the latest quarter was published more than 21 days ago and no new earnings are being processed.

get_company_status

Retrieve the full text of a Daloopa-indexed financial document. Access to a document is gated on the company it belongs to: the tool resolves that company from the document and runs the same access-control and subscription flow as get_company_fundamentals. When access is denied (e.g. the user's company subscription limit is reached), a plain-text message is returned and no document content is provided; relay that message to the user verbatim. Returns one of three shapes depending on what the document needs: 1. content payload (whole document or a single section, when the document is small enough or the caller passed a valid section for a large filing): { "title": "...", "filing_type": "10-K", "document_type": "10-K", "content": "...", "section_returned": null | "Item 1A. Risk Factors", "truncated": false, "url": "https://marketplace.daloopa.com/document/{document_id}", } ``content`` is capped on the server side and never exceeds ``MCP_SECTION_MAX_CHARACTERS`` characters. ``truncated`` is true when the cap was hit; ask for a specific section to get less text in one call. ``document_type`` is the source classification carried alongside ``filing_type`` and is useful for disambiguating broad buckets such as ``"Others"`` (for example an Earnings Presentation or Investor Day Presentation). 2. section required (when the document is a large 10-K or 10-Q and the caller did not pass a section, or passed a section that is not in available_sections): { "instruction": "This document is too large ...", "title": "...", "filing_type": "10-K", "document_type": "10-K", "total_characters": 250000, "total_sections": 16, "available_sections": [{"name": "...", "characters": 12345}, ...], "url": "https://marketplace.daloopa.com/document/{document_id}", } On a section-required response you MUST present the full ``available_sections`` list to the user (each entry's ``name`` and ``characters`` count) and ask the user which section to pull. Do NOT auto-pick a section. Once the user chooses one, call ``get_document_content`` again with that ``section`` argument. 3. refusal (when content retrieval is not supported for this document, e.g. filing types outside the allowlist): { "error": "Document not supported for content retrieval", "filing_type": "20-F", "document_type": "20-F", "reason": "Filing type '20-F' is not supported ...", "url": "https://marketplace.daloopa.com/document/{document_id}", }

get_document_content

Retrieve expert call interview transcripts for a company: Q&A sessions with former employees, suppliers, customers and industry insiders, sourced from BlueHeron. Available only when the user's firm has the feature enabled. USE WHEN: the user wants primary-research color beyond filings: expert calls, expert interviews, channel checks, former-employee or insider views, or "what are experts saying about..." on demand, supply chain, pricing, competition, margins, product adoption or strategy. !!! STRICT RULE: CITE THE CALL URL, NO EXCEPTIONS !!! Whenever you show the user ANY content from a transcript (quote, paraphrase, summary or a single insight), cite that call's `url` inline: [Expert call: {interviewed_affiliation}, {call_date}]({url}) Never show transcript content without its BlueHeron link. Never alter or fabricate a URL. HOW TO USE RESULTS: - Triage with `summary`; read `content` only for the calls that are relevant. - State `interviewed_affiliation` (role and tenure) so the user can weigh credibility; favor the most recent `call_date` when views conflict. - Expert views are personal opinion, not company guidance or fact. Label them as such and corroborate with get_company_fundamentals / search_documents where possible.

get_expert_call_transcripts

Fetch the full instructions for a single investing skill, with inputs filled in. Use ``list_skills`` first to discover the skill ``name`` and the ``inputs`` it requires. Collect every required input from the user (never guess them), then call this tool to retrieve the skill's full template with those values substituted in. Follow the returned instructions to produce the deliverable.

get_skill