Ticker in, editable financial model out.
An agent builds a three-statement model and a DCF for a US-listed nonfinancial company from its annual reports at SEC EDGAR. You change the assumptions in your browser and export to Excel with every formula intact.
From ticker to model in four steps
- 1
Enter a ticker
A US-listed nonfinancial company that files with the SEC. Bluefont checks the company type before anything is built; a company whose filings lack a needed figure stops with the reason.
- 2
Bluefont reads the annual reports
Three to five years of reported figures from the company's 10-K filings at SEC EDGAR. Each one keeps a link to its filing.
- 3
The agent writes the model
It decides which lines to forecast and how. Bluefont writes the cells and runs six required checks. A model that fails them is not shown; you see why instead.
- 4
You edit and export
Change the blue inputs on the marigold cells and the model recalculates. Export to Excel with every formula intact.
A working model you can check, change and take with you
Three statements and a DCF, in six sheets
- Drivers
- Every forecast assumption, with the ratios implied by history
- Income Statement
- Revenue to diluted EPS
- Balance Sheet
- Assets, liabilities and equity
- Cash Flow
- Operating, investing and financing, tied to balance-sheet cash
- DCF
- Unlevered free cash flow, discounting, implied share price
- Checks
- Six required checks on every period, plus any the agent adds
Excel export with formulas intact
The .xlsx keeps every formula and the blue and black convention. Restructure it however you like in Excel; there is no import back.
Your price, your assumptions
Bluefont has no price feed. Enter the market price with its date and the model shows upside or downside. If an assumption breaks a check, such as terminal growth equal to the discount rate, your edit is kept and the failing check is named.
Every edit is a version
Each saved edit makes a new version: compare any two, restore an earlier one or undo your last edit, and nothing is overwritten.
The convention, in every cell
Illustrative values. The marigold fill marks the only cells you can type in. Blue says a number was typed or reported, not that you may change it.
US nonfinancial companies, from their annual reports
Bluefont v1 models US-listed nonfinancial operating companies that file annual reports (10-K) with the SEC using standard tags, with three to five fiscal years of history. Its launch cohort is MSFT, NVDA, AAPL, GOOGL and COST.
v1 does not cover banks, insurers or REITs, companies that don't file with the SEC, or companies whose filings lack figures the model needs. For those, Bluefont says why and stops. It does not build a best-effort model.
When a company reports only part of a figure, such as short-term debt without its borrowings, the model shows the reported parts with a flag and never as a verified total.
Bluefont does not model banks yet
- Ticker
- JPM
- Company type
- Bank holding company
- Template needed
- Financial institutions (not in v1)
JPM files with the SEC as a bank holding company. A bank needs a template built around deposits, loans and regulatory capital, so we stopped before building anything.
Every reported number links to its filing
The agent never types a historical figure. Reported numbers come straight from the company's filings at SEC EDGAR, and selecting one shows where it came from: the concept, the period, the form, the filing date and the accession number.
- Value
- 12,195.9 USDm
- Concept
- us-gaap:Revenues
- Form
- 10-K for FY2025
- Filed
- 2026-02-12
- Accession
- 0000000000-26-000012
Build your first model
Bluefont is open by invitation: sign in with the email you were invited with and enter a ticker. You can leave the page while the agent builds; the model waits in your list.