Adding Primary Sources for Financial Models
Extract metrics from documents in filings/, build a lookup workbook, and wire lookup URIs into the model.
Pipeline
- Download — ensure source files exist in
filings/(built-in fetchers,filings/tools/, or manual). - Extract & build —
models/tools/<stem>.pywritesmodels/<stem>.xlsxfrom localfilings/only. - Wire — lookup URI rows in
<ticker_slug>__model.xlsxpoint at the lookup file. - Run —
update_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