Getting Started
1
Create or Select a Project
Set up a new project or select an existing one. See Organizations & Projects.
2
Configure the Connector
Enable the connector and create a Connector Profile in your project. See Setup Connector Profile.
API Key · Connector Profile
Uses HTTP Basic authentication with your account email as the username and a Daloopa API key as the password. API keys a…
3
Link an Account
Link an account from the dashboard (or via StackOne Hub).See the guide for the authentication type chosen in the Connector Profile:
API Key · Link Account
4
Use Actions
Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.
Actions
43 actions
Action
Description
Check Company Model Status
Check the data freshness signals for specified companies.
List Companies
Retrieve paginated list of companies covered by Daloopa, optionally filtered by keyword and/or industry
Get Datapoint Consumption By Date Range
Return the user’s datapoint consumption within a date window and the user’s effective monthly datapoint limit.
Get Series Consumption For A Company
Return the series consumption data for the authenticated user for a given company.
List Companies Accessed By The User
Return the companies the authenticated user has previously pulled data from.
List Datapoint Access Events By Date Range
Return the individual datapoint access events for the authenticated user within a date window.
Company Document Lookup
Retrieve paginated list of documents for a specific company, optionally filtered by quarter and filing type.
Keyword Search
Performs keyword search across multiple documents and returns matches without positional information for faster response…
Retrieve Document
Retrieve a specific document by its ID.
Retrieve Document Content
Return the processed flat text of a supported document (10-K, 10-Q, 8-K, News Article, Others).
Retrieve Document Metadata
Return structural metadata for a document, including filing type, total characters and named sections
Get Company Model Download URL
Generate a pre-signed URL to download the Excel model file for a specific company
Get Industry Model Download URL
Generate a pre-signed URL to download the Excel model file for a specific industry model
Export Company Fundamentals
Export file with company fundamentals metadata for a company as Parquet or CSV.
Get Company Fundamental Data
Retrieve paginated fundamental financial data for a specific company and time periods.
Get Fundamental Data Updates
Retrieve updates and changes to fundamental financial data for a specific company since a given timestamp.
Get Fundamental Series
Look up series and company context for up to 100 fundamental IDs.
Get Taxonomy Industry Template Download URL
Generate a pre-signed URL to download the Excel spreadsheet for a specific industry template.
List Taxonomy Industries
Retrieve Ops industries (IndustryClassification) and their member companies.
Retrieve Taxonomy Industry Template
Retrieve an industry template for a given IndustryClassification, including associated sectors and active template metri…
Get Company Industry Model Mappings
Retrieve the mapping between companies and their associated industry models, including ISIN identifiers and model metada…
Create Partnership User
Create a user for the given email under the authenticated API key’s partnership program. Requires a partnership-enabled…
Get Company Stock Price Adjustment Factors
Retrieve paginated corporate-action adjustment factors for a specific company, ordered by ex-date.
Get Company Stock Prices
Retrieve paginated daily OHLCV (Open, High, Low, Close, Volume) stock price data for a specific company.
Get Company Series Data
Retrieve financial series data for a specific company with optional filtering
List Investing Skills
Retrieve the catalog of available investing skills — reusable, model-initiated analytical workflows (earnings review, DC…
Retrieve Investing Skill
Retrieve a single investing skill by its unique name, including its full prompt content, declared inputs, and required t…
Get Taxonomy Fundamentals
Return the paginated fundamentals of the series mapped to the given taxonomy metrics, for the given companies and period…
List Taxonomy Sectors
Retrieve Ops sectors and their associated Ops industries (IndustryClassification).
Retrieve Taxonomy Metric
Retrieve detailed information about a specific Taxonomy Metric by its unique identifier.
List Taxonomy Metrics
Retrieve a list of all available Taxonomy Metrics.
Add Databricks Company Subscription
Add a subscription to a company for the authenticated user.
Add Snowflake Company Subscription
Add a subscription to a company for the authenticated user.
Bulk Add Data Warehouse Company Subscriptions
Add subscriptions to multiple companies for the authenticated user.
Create Webhook
Register a new webhook for a given event type.
List Webhooks
List all webhooks belonging to the authenticated user’s API key.
Delete Webhook
Permanently delete an existing webhook.
Retrieve Webhook
Retrieve a single webhook by ID.
Update Webhook
Update an existing webhook’s configuration.
Get Sample Payload For Webhook
Returns a sample payload matching the webhook’s configured event type.
List Webhook Delivery History
Returns delivery history in reverse chronological order.
List Webhook Event Types
Returns the available webhook event types.
Test Webhook Delivery
Triggers a synchronous test delivery to the webhook’s configured URL using a sample payload with ‘test’: true.