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 Powers Citation-Backed SEC Research in FlexReport
The announcement
FlexReport Finance now uses AlphaCreek so its AI equity research can link material claims to exact SEC filing passages — not paraphrases, and not unsourced “the 10-Q said…”. We first announced the partnership on LinkedIn; this post covers what shipped and how the filing layer fits.
FlexReport is an AI equity research terminal: fundamentals, ownership, transcripts, screens, and report workflows for investors and agents. AlphaCreek is the hosted SEC filing retrieval layer behind the product — structured filings, navigable nodes, and citation URLs agents can attach to answers.
For FlexReport’s product and trust angle — why source traceability matters for AI equity research — see Curt’s complementary post: Solving the AI Hallucination Problem.
Why this matters for financial AI products
Numeric feeds answer “what changed.” SEC prose answers “why,” and that prose only helps if a human can open the exact paragraph. Unsourced summaries fail compliance review and morning-meeting scrutiny.
FlexReport already traces charts and transcript analysis back to underlying data. The remaining gap was passage-level SEC provenance. AlphaCreek closes that gap with titled filing nodes and stable citation URLs.
How FlexReport uses AlphaCreek
Curt shared the production pattern:
- Detect filings intraday — jobs watch for new 8-K and 10-Q filings.
- Keep statements in FlexReport — for each filing, FlexReport stores form, accession, filing date, and filing URL, and extracts income statement, balance sheet, and cash flow internally.
- Call AlphaCreek MCP — pass ticker, form, and filing date. AlphaCreek returns node IDs, titles, content, and citation URLs.
- Draft and verify — an LLM returns a structured response where each claim includes a verbatim quote tied to a node. FlexReport checks that the quote actually appears in the node text before accepting the claim.
- Attach citations from a map — citation URLs come from a deterministic
node_id → citation URLmapping. The model never emits a URL.
FlexReport also wraps AlphaCreek behind a small self-contained client class so MCP calls stay clean across the codebase.
Demo of the citation flow in FlexReport:
What this proves about AlphaCreek
- AlphaCreek works behind a real research product, not only as a Claude/ChatGPT/Perplexity connector.
- Citations are passage-level — openable nodes, not generic EDGAR landing pages. That is the navigation-first pattern applied inside a research product.
- Products can keep their own statement extraction and UX, and use AlphaCreek as the filing-context layer. That split — numbers in-house, cited narrative from MCP — is the same pattern as SEC EDGAR API vs MCP.
For builders wiring the same pattern, see how to build an SEC filing agent without naive RAG, or start at Build with AlphaCreek and the MCP docs.
Get started
- Product teams: Build with AlphaCreek MCP · Connect
- Try FlexReport: app.flexreportfinapi.com
- Related: Solving the AI Hallucination Problem (FlexReport) · AlphaCreek in OpenBB · AI agents over SEC filings: RAG vs navigation · FCA NSM filings for AI agents
If you are building citation-backed financial AI and want the SEC filing layer handled, get an API key or talk to us about production rollout.
