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Daloopa API v3

REST API over Daloopa's fundamental dataset — company discovery, fundamental series and values, calendar/fiscal period handling, taxonomy metrics and industry templates, SEC document lookup, document content retrieval and keyword search, daily OHLCV stock prices, Excel model downloads, Parquet/CSV bulk export, consumption metering, data-warehouse subscription management, and a self-service webhook surface. 41 operations across 16 tags. Authenticated with HTTP Basic using base64(email:api_key).

This API exposes 41 operations across 38 paths, organized into 16 resource areas, and defines 72 schemas. It is described by OpenAPI 3.0.3, at version 2.0.0.

Requests are made against a single base URL, https://app.daloopa.com.

41 operations 38 paths 72 schemas 1 DELETE31 GET1 PATCH8 POST

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.0.3
API Version
2.0.0
Base URL
https://app.daloopa.com/api/v3
Authentication
HTTP Basic
License
Proprietary
Resource Areas
16

Authentication & Security 1

Daloopa API v3 declares 1 security scheme for authenticating requests. It accepts HTTP basic authentication (apiKeyAuth).

  • apiKeyAuth — Basic authentication with base64-encoded credentials. Format: "Basic base64(email:apiKey)"

Paths & Operations 41

Across 38 paths, the API surfaces 41 operations — 1 DELETE, 31 GET, 1 PATCH, 8 POST. They span 16 resource areas, including Companies, Fundamentals, Documents, Taxonomy, Export, Series, Data Warehouse, Download, and 8 more. Each is listed below with its method, path, parameters, and response codes.

Companies 2

Company Data and Metadata

GET
/api/v3/companies
List Companies
companies_list_v3 3 params → 200400401429
POST
/api/v3/companies/status
Check Company Model Status
check_company_status body → 200400401429
Fundamentals 3

Financial Fundamentals Data

GET
/api/v3/companies/fundamentals
Get Company Fundamental Data
get_company_fundamentals_v3 13 params → 200400403401429
GET
/api/v3/companies/fundamentals/series
Get Fundamental Series
get_fundamentals_series 1 param → 200400401403429
GET
/api/v3/companies/fundamental-updates
Get Fundamental Data Updates
get_fundamental_updates 4 params → 200400401429
Documents 5
GET
/api/v3/documents
Company Document Lookup
company_document_lookup_v3 7 params → 200400401403429500
POST
/api/v3/documents/keyword-search
Keyword Search
opensearch_lightweight_search_v3 body → 200400401403429500
GET
/api/v3/documents/{document_id}
Retrieve Document
retrieve_document 1 param → 200400401403429500
GET
/api/v3/documents/{document_id}/metadata
Retrieve Document Metadata
retrieve_document_metadata 1 param → 200401403404429500
GET
/api/v3/documents/{document_id}/content
Retrieve Document Content
retrieve_document_content 4 params → 200400401403404429500
Taxonomy 5
GET
/api/v3/taxonomy/metrics
List Taxonomy Metrics
list_taxonomy_metrics_v3 5 params → 200400401429
GET
/api/v3/taxonomy/metrics/{id}
Retrieve Taxonomy Metric
retrieve_taxonomy_metric_v3 4 params → 200400401404429
GET
/api/v3/taxonomy/industry-template/{industry_id}
Retrieve Taxonomy Industry Template
retrieve_taxonomy_industry_template_v3 1 param → 200401404429
GET
/api/v3/taxonomy/industries
List Taxonomy Industries
list_taxonomy_industries 4 params → 200400401429
GET
/api/v3/taxonomy/sectors
List Taxonomy Sectors
list_taxonomy_sectors 2 params → 200401429
Export 1
GET
/api/v3/export/{ticker}
Export Company Fundamentals
export_company_model_v3 4 params → 200400403404401429
Series 1
GET
/api/v3/companies/series
Get Company Series Data
company_series_list 6 params → 200400401429
Data Warehouse 1
POST
/api/v3/companies/bulk-subscribe
Bulk Add Data Warehouse Company Subscriptions
bulk_add_data_warehouse_company_subscription body → 200400403401429500
Download 2
GET
/api/v3/download-company-model
Get Company Model Download URL
download_company_model 5 params → 200400401404429
GET
/api/v3/download-industry-model
Get Industry Model Download URL
download_industry_model 2 params → 200400401404429
Industry Models 1
GET
/api/v3/industry-company-models
Get Company Industry Model Mappings
get_company_industry_models → 200401429
Investing Skills 2
GET
/api/v3/investing-skills
List Investing Skills
list_investing_skills 1 param → 200400401403429
GET
/api/v3/investing-skills/{investing_skill_name}
Retrieve Investing Skill
retrieve_investing_skill 1 param → 200401403404429
Consumption 4
GET
/api/v3/consumption
Get Datapoint Consumption by date range
get_datapoint_consumption 2 params → 200400401403429
GET
/api/v3/consumption/events
List Datapoint Access Events by date range
list_datapoint_access_events 4 params → 200400401403429
GET
/api/v3/consumption/companies
List companies accessed by the user
list_accessed_companies 2 params → 200401403429
GET
/api/v3/consumption/series-access
Get series consumption for a company
get_series_consumption 1 param → 200400401403429
Market Data 2
GET
/api/v3/companies/{company_id}/stock-prices
Get Company Stock Prices
get_company_market_data 7 params → 200400401429
GET
/api/v3/companies/{company_id}/adjustment-factors
Get Company Stock Price Adjustment Factors
get_company_adjustment_factors 5 params → 200400401403429
Snowflake 1
POST
/api/v3/snowflake/company-subscription
Add Snowflake Company Subscription
add_snowflake_company_subscription body → 200400403401429500
Databricks 1
POST
/api/v3/databricks/company-subscription
Add Databricks Company Subscription
add_databricks_company_subscription body → 200400403401429500
Webhooks 9
GET
/api/v3/webhooks
List Webhooks
list_webhooks 5 params → 200400401403429
POST
/api/v3/webhooks
Create Webhook
create_webhook body → 201400403401429
GET
/api/v3/webhooks/{id}
Retrieve Webhook
retrieve_webhook 1 param → 200404401403429
PATCH
/api/v3/webhooks/{id}
Update Webhook
update_webhook 1 param body → 200400404401429
DELETE
/api/v3/webhooks/{id}
Delete Webhook
delete_webhook 1 param → 204404401403429
GET
/api/v3/webhooks/event-types
List Webhook Event Types
list_webhook_types → 200401
GET
/api/v3/webhooks/{webhook_id}/sample-payload
Get Sample Payload for Webhook
get_webhook_sample_payload 1 param → 200404
POST
/api/v3/webhooks/{webhook_id}/test
Test Webhook Delivery
test_webhook_delivery 1 param → 200404
GET
/api/v3/webhooks/deliveries
List Webhook Delivery History
list_webhook_deliveries 4 params → 200404
Partnership 1
POST
/api/v3/partnerships/user
Create Partnership User
create_partnership_user body → 201400401403

Schemas 72

The contract defines 72 schemas that model the data the API accepts and returns. The most detailed are Fundamental (23 properties), Company (12 properties), DocumentMetadataResponse (10 properties), LightweightDocumentMatch (10 properties). Each schema is shown below with its type and property counts.

AccessedCompany
object
4 properties 4 required
AccessedSeries
object
2 properties 2 required
AdjustmentFactors
object
8 properties 7 required
BatchSearchFiltersSerializerV3Request
object
V3 batch-search filters. Same shape as :class:BatchSearchFiltersSerializer but without the deprecated periods field (and thus no LegacyFieldAliasMixin). Kept a…
6 properties
BatchSearchOptionsRequest
object
Serializer for batch search options.
4 properties
BatchSearchRequestSerializerV3Request
object
V3 batch-search request. Same shape as :class:BatchSearchRequestSerializer but nests the v3 filters serializer, which drops the deprecated periods field.
3 properties 1 required
BulkCompanySubscriptionQueryRequest
object
1 property 1 required
Company
object
Company serializer with industry, sector and companyidentifierset as additional fields.
12 properties 9 required
CompanyIdentifier
object
2 properties 1 required
CompanyIndustryModel
object
3 properties 3 required
CompanySeriesResponse
object
Serializer for the response of CompanySeriesService.getcompanyseries method. Represents a single series item from the company's Excel model.
4 properties 4 required
CompanyStatus
object
5 properties 5 required
CompanyStatusQueryRequest
object
1 property 1 required
CompanySubscriptionQueryRequest
object
1 property 1 required
Consumption
object
4 properties 4 required
ConsumptionEvent
object
4 properties 4 required
DocumentContentResponse
object
Flat response for GET /api/v2/documents/{id}/content. The shape is intentionally narrow: just enough for the caller to use the text. Section-level metadata (th…
6 properties 6 required
DocumentMetadataResponse
object
Serializer for the GET /api/v2/documents/{id}/metadata response. Surfaces structural metadata only: document identity, filing type, section breakdown with char…
10 properties 9 required
DocumentMetadataSerializerV3
object
V3 document metadata response serializer. Same shape as :class:DocumentMetadataSerializer but without the deprecated period output field. Kept as a standalone…
7 properties 7 required
DocumentRetrievalResponse
object
Serializer for document retrieval responses including signed URL.
4 properties 4 required
DocumentSection
object
A single named section of a document with its character length.
2 properties 2 required
DownloadURL
object
1 property 1 required
EventTypeEnum
string
clientviewupdated - Clientview Updated incrementalupdate - Incremental Update seriesupdated - Series Updated documentadded - Document Added
ExportModelSerializerV3
object
V3 export query serializer. Same shape as :class:ExportModelSerializer but outputformat defaults to parquet instead of csv — v3 returns Parquet by default and…
3 properties
FactorTypeEnum
string
split - Split cashdividend - Cash Dividend spinoff - Spin Off other - Other
Fundamental
object
23 properties 22 required
FundamentalDerivedComponent
object
3 properties 3 required
FundamentalDerivedComponents
object
2 properties 2 required
FundamentalUpdates
object
5 properties 5 required
HierarchyLevel
object
2 properties 2 required
IdentifierTypeEnum
string
CIK - Identifier used by SEC ISIN - International Securities Identification Number CUSIP - US and Canada SEDOL - UK and Ireland FIGI - Bloomberg PRIVATE - priv…
IndustryModel
object
3 properties 3 required
InvestingSkillDetail
object
7 properties 7 required
InvestingSkillList
object
6 properties 6 required
LightweightBatchSearchResponse
object
Serializer for lightweight batch search responses without positional information.
6 properties 5 required
LightweightDocumentMatch
object
Serializer for lightweight document matches without positional information.
10 properties 3 required
LightweightMatch
object
Serializer for individual lightweight matches.
3 properties 3 required
MarketData
object
7 properties 7 required
OperatorEnum
string
AND - AND OR - OR
OutputFormatEnum
string
csv - csv parquet - parquet
PaginatedAccessedCompanyList
object
4 properties 2 required
PaginatedAdjustmentFactorsList
object
4 properties 2 required
PaginatedCompanyList
object
4 properties 2 required
PaginatedConsumptionEventList
object
4 properties 2 required
PaginatedDocumentMetadataSerializerV3List
object
4 properties 2 required
PaginatedFundamentalList
object
4 properties 2 required
PaginatedFundamentalUpdatesList
object
4 properties 2 required
PaginatedMarketDataList
object
4 properties 2 required
PaginatedTaxonomyIndustryList
object
4 properties 2 required
PaginatedTaxonomyMetricList
object
4 properties 2 required
PaginatedTaxonomySectorList
object
4 properties 2 required
PaginatedWebhookFullReadList
object
4 properties 2 required
PartnershipUserCreationRequest
object
2 properties 2 required
PatchedWebhookUpdateRequest
object
Validates the payload for updating an existing webhook (PATCH). All fields are optional, but at least one must be provided.
7 properties
PlanEnum
string
BASE - BASE PLUS - PLUS
RecommendedCallEnum
string
smallfull - smallfull largewithsection - largewithsection singlesectionfiling - singlesectionfiling notsupported - notsupported
SeriesConsumption
object
4 properties 4 required
TaxonomyIndustry
object
5 properties 3 required
TaxonomyIndustryCompany
object
3 properties 3 required
TaxonomyIndustryTemplate
object
4 properties 4 required
TaxonomyIndustryTemplateMetric
object
4 properties 4 required
TaxonomyIndustryTemplateSector
object
2 properties 2 required
TaxonomyIndustryTemplateSeries
object
4 properties 4 required
TaxonomyMetric
object
6 properties 1 required
TaxonomyMetricData
object
7 properties 2 required
TaxonomyMetricSeriesItem
object
5 properties 4 required
TaxonomySector
object
3 properties 2 required
TaxonomySectorIndustry
object
2 properties 2 required
ValueErrorDetails
object
5 properties 5 required
WebhookCreateRequest
object
Validates the payload for creating a new webhook. Required fields: url, eventtype, istest. Optional fields: headername, prefix, authsecret.
6 properties 3 required
WebhookEventType
object
Read-only representation of a supported webhook event type.
2 properties 2 required
WebhookFullRead
object
Read-only serializer for webhook responses (list, retrieve, create, update). maskedauthsecret is a pre-computed field stored on the model that exposes only the…
9 properties 9 required

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

daloopa-api-openapi.yml Raw ↑
Where this information came from

This is an independent, third-party profile of Daloopa API v3, published by API Evangelist. We do not operate, host, resell, or support these APIs, and we are not affiliated with or endorsed by the company unless stated above. Everything here is built from publicly available information — the company's own site, developer portal, documentation, public repositories, and the specifications it publishes for public use. Nothing is obtained by breaching a system, defeating an access control, or using credentials.

The Kin Score and Agent Readiness rating are independently calculated assessments of a company's public API artifacts, scored against a published rubric. They are not certifications, endorsements, security assessments, or audits.

Corrections, re-scores, and removal are free — no partnership or purchase required, and you do not need to justify the request. A removed company is recorded as unrated, never scored zero for having asked. Acknowledgement within one business day; removal within two.

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