Neotask 기반 Neotask은 Daloopa를 통해 펀더멘탈 금융 리서치를 자동화합니다 - 수동 데이터 입력 없이 기업을 발굴하고, 깨끗한 시계열 데이터를 가져오며, 애널리스트 문서를 파악합니다.
금융 모델이 수동 업데이트 없이 최신 상태를 유지합니다 - 에이전트가 Daloopa에서 구조화된 펀더멘탈을 가져와 새 데이터가 제공될 때 자동으로 분석을 새로 고침합니다
기업 발굴이 규모에 맞게 이루어집니다 - 에이전트가 Daloopa 유니버스를 검색하여 몇 시간의 스크리닝 없이 금융 기준에 맞는 기업을 파악합니다
문서 리서치가 병렬로 실행됩니다 - 에이전트가 여러 기업에 걸쳐 공시 및 리서치 문서를 동시에 검색합니다
할 수 있는 것
The Daloopa integration gives Neotask 4 financial data actions.
discover_companies - search and filter across Daloopa's coverage universe to find companies matching specific criteria
discover_company_series - explore the financial metrics and time-series data series available for a specific company
get_fundamentals_data - retrieve clean, structured financial fundamentals - revenue, margins, KPIs - for any covered company
search_documents - search across earnings transcripts, filings, and analyst documents for a company
모든 액션은 자율적으로 실행되거나 승인을 요청합니다 - 여러분이 결정합니다.
이렇게 물어보세요
"Find all SaaS companies in Daloopa's coverage universe with ARR between $100M and $500M"
"What financial series are available for Snowflake? Show me what Daloopa tracks"
"Pull 5 years of revenue, gross margin, and net revenue retention data for Datadog"
"Search for all documents mentioning 'net dollar retention' for Salesforce from the last 12 months"
프로 팁
Use discover_company_series before get_fundamentals_data to know exactly which metrics Daloopa has for a company - then pull precisely what your model needs
Schedule quarterly model refreshes: your agent pulls updated fundamentals for your entire coverage universe after earnings season ends
Combine search_documents with your note-taking tool to automatically populate research notes with relevant transcript excerpts
Multi-agent teams excel for sector deep dives: each agent covers a different company in parallel, and a lead agent builds the comparative analysis
Multiple workspaces and capacity for larger teams.
Works Well With
Docker - Connect Daloopa and Docker with Neotask to automate financial data workflows, container deployments, and model updates i...
Google Chat - Connect Daloopa financial data extraction with Google Chat. Get earnings summaries, company financials, and analyst-read...
Linear - Connect Daloopa and Linear with Neotask to sync financial data into your engineering workflow and keep teams aligned on ...
Stripe - Connect Daloopa and Stripe with Neotask to automate financial data workflows, sync revenue metrics, and keep your models...
Zapier - Connect Daloopa and Zapier to automate financial data workflows, streamline investment data pipelines, and power faster ...
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