Creating Models
Models are Excel workbooks (.xlsx) under each company's models/ folder.
Opening Models
- Select a stock and press M or open the Models overlay.
- Click the workbook to open the in-app Excel viewer — sheets, formulas, and charts render without leaving FIRE.
Building & updating
Model overlays expose Update actions driven by manifest config:
| Action | Typical use |
|---|---|
| Update from EDGAR | Pull US GAAP lines from cached 10-K/10-Q into the model |
| Update price | Refresh market prices into the model |
| Region-specific builders | BSE/NSE and other markets use dedicated fetchers |
Runs stream progress like filings fetch. Check the overlay log for errors (missing API keys, parse failures).
Lookup sources
Models can reference auxiliary .xlsx lookup files. The update pipeline merges fetcher output into those lookups, then the workbook pulls values via its own formulas.
To wire a custom data source into a model, see Adding Primary Sources for Financial Models.
Agent context
With a model open, add it to the agent context (+ in the viewer toolbar) so the agent can reason about sheet names and selected ranges.