Summary This project provides an AI-assisted financial analysis toolkit, integrating Claude Code with Daloopa's institutional-grade financial data. It targets hedge fund analysts (L/S equity, quant) by automating fundamental research and generating professional investment deliverables such as research notes, Excel models, HTML reports, and pitch decks, thereby accelerating the investment research workflow.

How It Works The toolkit leverages Claude Code's conversational interface and Daloopa's comprehensive financial data via its MCP Server. Users interact through predefined commands (e.g., /earnings, /dcf) or Python scripts. Claude Code interprets requests, queries Daloopa's data sources (fundamentals, KPIs, SEC filings), and utilizes Python infrastructure scripts for data processing, charting, and rendering outputs into various professional document formats. This approach enables rapid, AI-driven generation of complex financial analyses.

Quick Start & Requirements

1. Clone the repository: git clone https://github.com/daloopa/investing.git && cd investing
2. Install Python dependencies: pip3 install -r requirements.txt
3. Launch Claude Code: claude
4. Execute the setup wizard: /setup

Prerequisites:

• Claude Code: Install via npm install -g @anthropic-ai/claude-code.
• Daloopa account: Sign up at daloopa.com.
• Python 3.9+ for infrastructure scripts.
• Optional: FRED API Key for DCF calculations (defaults to 4.5% risk-free rate otherwise).

The /setup command guides users through Daloopa authentication (OAuth) and connection verification, eliminating the need for initial API key configuration.

Highlighted Details

• Extensive Commands: Offers over 10 specialized commands for financial analysis, including /earnings, /tearsheet, /industry, /dcf, /comps, /research-note, /build-model, and /ib-deck.
• Multi-Format Deliverables: Automatically generates professional outputs in .docx (research notes), .xlsx (financial models), .html (reports), and .pdf (pitch decks).
• Standalone Plugin: Core building block analysis skills are available as a Claude Code plugin for use in other projects.
• Flexible Data Access: Supports interactive use via Claude Code with OAuth authentication or programmatic access through Python scripts using API keys.

Maintenance & Community No specific details regarding project maintainers, community channels (e.g., Discord, Slack), or roadmap are provided in the README.

Licensing & Compatibility The README does not specify a software license. Usage requires a Daloopa account, suggesting commercial application is intended, subject to Daloopa's terms of service. Compatibility for commercial use is implied but contingent on Daloopa's subscription model.

Limitations & Caveats Requires a paid Daloopa subscription and the installation of Claude Code. The absence of a specified license may require further investigation for certain use cases. No explicit community support channels or detailed maintenance information are documented.