Daloopa Companies API

openapi: 3.2.0
info:
  title: Daloopa Companies API
  version: 2.0.0
  description: Comprehensive API for financial data and analytics
  contact:
    name: Daloopa API Support
    email: api-support@daloopa.com
  license:
    name: Proprietary
servers:
- url: https://app.daloopa.com
  description: Production
tags:
- name: Companies
  description: Company Data and Metadata
paths:
  /api/v3/companies:
    get:
      operationId: companies_list_v3
      description: Retrieve paginated list of companies covered by Daloopa with an optional keyword filtering
      summary: List Companies
      parameters:
      - in: query
        name: keyword
        schema:
          type: string
        description: Filter companies by name or ticker symbol (case-insensitive)
        examples:
          SearchByCompanyName:
            value: Apple
            summary: Search by company name
          SearchByTicker:
            value: AAPL
            summary: Search by ticker
      - in: query
        name: limit
        schema:
          type: integer
        description: Number of results to return per page.
      - in: query
        name: offset
        schema:
          type: integer
        description: The initial index from which to return results.
      tags:
      - Companies
      security:
      - apiKeyAuth: []
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PaginatedCompanyList'
              examples:
                SuccessfulResponse:
                  value:
                    count: 123
                    next: http://api.example.org/accounts/?offset=400&limit=100
                    previous: http://api.example.org/accounts/?offset=200&limit=100
                    results:
                    - count: 1
                      next: null
                      previous: null
                      results:
                      - id: 2
                        name: Apple Inc.
                        ticker: AAPL
                        industry_: Technology Hardware, Storage & Peripherals
                        sector_: Information Technology
                        actively_maintained: true
                        model_updated_at: '2024-01-15T10:30:00Z'
                        earliest_calendar_quarter: 2020Q1
                        latest_calendar_quarter: 2024Q1
                        earliest_fiscal_quarter: 2020Q1
                        latest_fiscal_quarter: 2024Q1
                        companyidentifier_set:
                        - identifier_type: ISIN
                          identifier_value: US0378331005
                        - identifier_type: CUSIP
                          identifier_value: 037833100
                  summary: Successful response
          description: ''
        '400':
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: object
                  status_code:
                    type: integer
                  message:
                    type: string
          description: ''
        '401':
          content:
            application/json:
              schema:
                type: object
                properties:
                  detail:
                    type: string
          description: ''
        '429':
          content:
            application/json:
              schema:
                type: object
                properties:
                  detail:
                    type: string
          description: ''
  /api/v3/companies/status:
    post:
      operationId: check_company_status
      description: 'Check the data freshness signals for specified companies. Each company entry in the response distinguishes three timestamps:


        - `latest_datapoint_created_at`: when the latest publish notification for the company was created. Falls back to the company''s live Excel model `created_at` when no active non-clientview notification exists.

        - `latest_datapoint_updated_at`: the latest data change for the company, computed as the max of the most recent DELETE event in FundamentalEventLog and the most recent incremental-update error in FundamentalErrors.

        - `model_updated_at`: when the company''s Excel model was last touched.'
      summary: Check Company Model Status
      tags:
      - Companies
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CompanyStatusQueryRequest'
            examples:
              CheckMultipleCompanies:
                value:
                  companies:
                  - 1234
                  - 5678
                  - 9012
                summary: Check Multiple Companies
                description: Check status for multiple companies
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/CompanyStatusQueryRequest'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/CompanyStatusQueryRequest'
        required: true
      security:
      - apiKeyAuth: []
      responses:
        '200':
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/CompanyStatus'
              examples:
                CheckMultipleCompanies:
                  value:
                  - companies:
                    - 1234
                    - 5678
                    - 9012
                  summary: Check Multiple Companies
                  description: Check status for multiple companies
          description: ''
        '400':
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: object
                  status_code:
                    type: integer
                  message:
                    type: string
          description: ''
        '401':
          content:
            application/json:
              schema:
                type: object
                properties:
                  detail:
                    type: string
          description: ''
        '429':
          content:
            application/json:
              schema:
                type: object
                properties:
                  detail:
                    type: string
          description: ''
components:
  schemas:
    IdentifierTypeEnum:
      enum:
      - CIK
      - ISIN
      - CUSIP
      - SEDOL
      - FIGI
      - PRIVATE
      - CompanyHouseId
      - CapIQCompanyId
      - CapIQCompanyTicker
      - ASXCode
      type: string
      description: '* `CIK` - Identifier used by SEC

        * `ISIN` - International Securities Identification Number

        * `CUSIP` - US and Canada

        * `SEDOL` - UK and Ireland

        * `FIGI` - Bloomberg

        * `PRIVATE` - private company data with public identifiers

        * `CompanyHouseId` - company house identifier

        * `CapIQCompanyId` - CapIQ Company identifier

        * `CapIQCompanyTicker` - CapIQ Company Ticker

        * `ASXCode` - Australian Securities Exchange Company Identifier'
    CompanyStatus:
      type: object
      properties:
        company_id:
          type: integer
          description: Unique identifier for the company
        latest_datapoint_created_at:
          type:
          - string
          - 'null'
          format: date-time
          description: Timestamp when the latest publish notification for the company was created. Falls back to the company's live Excel model `created_at` when no active non-clientview notification exists.
        latest_datapoint_updated_at:
          type:
          - string
          - 'null'
          format: date-time
          description: 'Timestamp of the latest data change for the company: max of the most recent DELETE event in FundamentalEventLog and the most recent incremental-update error in FundamentalErrors. Null if neither exists.'
        latest_period:
          type:
          - string
          - 'null'
          description: Most recent period for which data exists.
        model_updated_at:
          type:
          - string
          - 'null'
          format: date-time
          description: Timestamp when the company's Excel model was last touched.
      required:
      - company_id
      - latest_datapoint_created_at
      - latest_datapoint_updated_at
      - latest_period
      - model_updated_at
    PaginatedCompanyList:
      type: object
      required:
      - count
      - results
      properties:
        count:
          type: integer
          example: 123
        next:
          type:
          - string
          - 'null'
          format: uri
          example: http://api.example.org/accounts/?offset=400&limit=100
        previous:
          type:
          - string
          - 'null'
          format: uri
          example: http://api.example.org/accounts/?offset=200&limit=100
        results:
          type: array
          items:
            $ref: '#/components/schemas/Company'
    Company:
      type: object
      description: Company serializer with industry, sector and companyidentifier_set as additional fields.
      properties:
        id:
          type: integer
          readOnly: true
          description: Unique identifier for the company
        name:
          type:
          - string
          - 'null'
          description: Registered name of the company
          maxLength: 255
        ticker:
          type:
          - string
          - 'null'
          description: Primary ticker symbol used to identify the company
          maxLength: 255
        industry_:
          type:
          - string
          - 'null'
          readOnly: true
          title: 'Industry '
          description: Name of the industry the company belongs to
        sector_:
          type:
          - string
          - 'null'
          readOnly: true
          title: 'Sector '
          description: Name of the sector the company belongs to
        actively_maintained:
          type: boolean
        companyidentifier_set:
          type: array
          items:
            $ref: '#/components/schemas/CompanyIdentifier'
          readOnly: true
          description: Alternate identifiers associated with the company (e.g., ISIN, CIK)
        model_updated_at:
          type: string
          format: date-time
          description: Timestamp when the company's model was last updated
        earliest_calendar_quarter:
          type:
          - string
          - 'null'
          readOnly: true
          description: Earliest calendar quarter available in the company's model
        latest_calendar_quarter:
          type:
          - string
          - 'null'
          readOnly: true
          description: Most recent calendar quarter available in the company's model
        earliest_fiscal_quarter:
          type:
          - string
          - 'null'
          readOnly: true
          description: Earliest fiscal quarter available in the company's model
        latest_fiscal_quarter:
          type:
          - string
          - 'null'
          readOnly: true
          description: Most recent fiscal quarter available in the company's model
      required:
      - companyidentifier_set
      - earliest_calendar_quarter
      - earliest_fiscal_quarter
      - id
      - industry_
      - latest_calendar_quarter
      - latest_fiscal_quarter
      - model_updated_at
      - sector_
    CompanyStatusQueryRequest:
      type: object
      properties:
        companies:
          type: array
          items:
            type: integer
          description: List of company ids to check status for
          maxItems: 500
      required:
      - companies
    CompanyIdentifier:
      type: object
      properties:
        identifier_type:
          allOf:
          - $ref: '#/components/schemas/IdentifierTypeEnum'
          description: 'Type of identifier (e.g., ISIN, CIK, ticker)


            * `CIK` - Identifier used by SEC

            * `ISIN` - International Securities Identification Number

            * `CUSIP` - US and Canada

            * `SEDOL` - UK and Ireland

            * `FIGI` - Bloomberg

            * `PRIVATE` - private company data with public identifiers

            * `CompanyHouseId` - company house identifier

            * `CapIQCompanyId` - CapIQ Company identifier

            * `CapIQCompanyTicker` - CapIQ Company Ticker

            * `ASXCode` - Australian Securities Exchange Company Identifier'
        identifier_value:
          type:
          - string
          - 'null'
          description: Identifier value corresponding to the identifier type
          maxLength: 255
      required:
      - identifier_type
  securitySchemes:
    apiKeyAuth:
      type: http
      scheme: basic
      description: 'Basic authentication with base64-encoded credentials. Format: "Basic base64(email:apiKey)"'