Adding Primary Sources for Financial Models

Extract metrics from documents in filings/, build a lookup workbook, and wire lookup URIs into the model.

Pipeline

  1. Download — ensure source files exist in filings/ (built-in fetchers, filings/tools/, or manual).
  2. Extract & buildmodels/tools/<stem>.py writes models/<stem>.xlsx from local filings/ only.
  3. Wire — lookup URI rows in <ticker_slug>__model.xlsx point at the lookup file.
  4. Runupdate_model(path=<stock folder ref>, fn=<stem>) rebuilds the model (fetch + rebuild).

Scripts under models/tools/ are auto-discovered when Explorer is on that stock's models folder.

See also: Creating Models