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sec-filing-analysis

AlphaCreek Powers Citation-Backed SEC Research in FlexReport
FlexReport Finance now uses AlphaCreek so AI equity research can open every material SEC claim to the exact filing passage behind it.

AlphaCreek brings citation-grade SEC filings intelligence inside OpenBB
AlphaCreek is now available as an MCP server inside OpenBB Workspace, accessible from the App Marketplace. Connect it once, and OpenBB Copilot can read, navigate, and quote the full text of SEC filings — every 10-K, 10-Q, 20-F, 6-K, and 8-K — with a clickable link back to the exact paragraph behind every number.
product-comparisons
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development

How to Build an SEC Filing Agent Without Naive RAG
Build a navigation-first SEC agent that selects the right filing, inspects its TOC, reads exact sections, and returns passage-level citations.

How to Parse SEC 10-K Filings Into Sections for AI Agents
A structure-first workflow for splitting 10-K and 10-Q HTML into titled sections without breaking tables, with NVIDIA FY2026 as a worked example.

SEC Filing AI: Naive RAG vs Structured RAG vs Navigation
Compare three retrieval architectures for 10-K and 10-Q agents. See where each fails—and why navigation-first retrieval produces verifiable answers.

