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 operations38 paths72 schemas1 DELETE31 GET1 PATCH8 POST
Metadata
The identity and technical contract details declared by the specification.
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.
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 properties4 required
AccessedSeries
object
2 properties2 required
AdjustmentFactors
object
8 properties7 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 properties1 required
BulkCompanySubscriptionQueryRequest
object
1 property1 required
Company
object
Company serializer with industry, sector and companyidentifierset as additional fields.
12 properties9 required
CompanyIdentifier
object
2 properties1 required
CompanyIndustryModel
object
3 properties3 required
CompanySeriesResponse
object
Serializer for the response of CompanySeriesService.getcompanyseries method. Represents a single series item from the company's Excel model.
4 properties4 required
CompanyStatus
object
5 properties5 required
CompanyStatusQueryRequest
object
1 property1 required
CompanySubscriptionQueryRequest
object
1 property1 required
Consumption
object
4 properties4 required
ConsumptionEvent
object
4 properties4 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 properties6 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 properties9 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 properties7 required
DocumentRetrievalResponse
object
Serializer for document retrieval responses including signed URL.
4 properties4 required
DocumentSection
object
A single named section of a document with its character length.
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 properties22 required
FundamentalDerivedComponent
object
3 properties3 required
FundamentalDerivedComponents
object
2 properties2 required
FundamentalUpdates
object
5 properties5 required
HierarchyLevel
object
2 properties2 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 properties3 required
InvestingSkillDetail
object
7 properties7 required
InvestingSkillList
object
6 properties6 required
LightweightBatchSearchResponse
object
Serializer for lightweight batch search responses without positional information.
6 properties5 required
LightweightDocumentMatch
object
Serializer for lightweight document matches without positional information.
10 properties3 required
LightweightMatch
object
Serializer for individual lightweight matches.
3 properties3 required
MarketData
object
7 properties7 required
OperatorEnum
string
AND - AND OR - OR
OutputFormatEnum
string
csv - csv parquet - parquet
PaginatedAccessedCompanyList
object
4 properties2 required
PaginatedAdjustmentFactorsList
object
4 properties2 required
PaginatedCompanyList
object
4 properties2 required
PaginatedConsumptionEventList
object
4 properties2 required
PaginatedDocumentMetadataSerializerV3List
object
4 properties2 required
PaginatedFundamentalList
object
4 properties2 required
PaginatedFundamentalUpdatesList
object
4 properties2 required
PaginatedMarketDataList
object
4 properties2 required
PaginatedTaxonomyIndustryList
object
4 properties2 required
PaginatedTaxonomyMetricList
object
4 properties2 required
PaginatedTaxonomySectorList
object
4 properties2 required
PaginatedWebhookFullReadList
object
4 properties2 required
PartnershipUserCreationRequest
object
2 properties2 required
PatchedWebhookUpdateRequest
object
Validates the payload for updating an existing webhook (PATCH). All fields are optional, but at least one must be provided.
Validates the payload for creating a new webhook. Required fields: url, eventtype, istest. Optional fields: headername, prefix, authsecret.
6 properties3 required
WebhookEventType
object
Read-only representation of a supported webhook event type.
2 properties2 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 properties9 required
Specification
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