AlphaCreek Brings Citation-Grade SEC Filing Analysis to 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.
The problem: the answer is in the filing, but the filing is 90 pages long
Picture an analyst covering semiconductors the morning after NVIDIA files its 10-Q. They do not need to be told revenue went up. The headline number hit their terminal before they finished their coffee. What they need is the why and the what’s buried in the footnotes: Did China revenue actually recover, or did the company just stop shipping there? Is the gross margin jump real operating leverage, or a one-time charge that did not repeat? How concentrated is the customer base now, and is that getting better or worse?
None of that lives in a clean numeric feed. It lives in the prose, in Management’s Discussion and Analysis, in the segment footnote, in a single sentence in “Recent Developments” that quietly reframes the whole quarter.
So the real workflow begins: open EDGAR, find the right filing, Ctrl-F for “China,” scroll past the boilerplate, cross-reference the segment note against the geographic table, copy the relevant lines into a doc, and manually note where each one came from so the analyst can defend the number in tomorrow’s morning meeting. Multiply that by every name they cover, every quarter, and the bottleneck is not analysis. It is retrieval and attribution.
The AI tools that were supposed to fix this often make it worse. A general-purpose chatbot will happily summarize “NVIDIA’s latest quarter,” but it may be summarizing last year’s filing, or hallucinating a number, and it almost never tells you which sentence on which page it is standing on. For anyone whose work has to survive compliance review or a skeptical PM, an unsourced answer is worse than no answer. You cannot put “the AI said so” in an investment memo.
What AlphaCreek is and why it is different
AlphaCreek turns the entire universe of SEC filings into a structured, machine-navigable knowledge base without flattening the language into a spreadsheet. Coverage spans the filing types that actually drive analysis: annual reports (10-K), quarterlies (10-Q), foreign issuer filings (20-F and 6-K), and material-event disclosures (8-K). New filings are ingested as they hit EDGAR, so the data an analyst pulls reflects the company’s most recent disclosure, not a stale snapshot.
The key difference is structure plus provenance. Rather than handing back a wall of text, AlphaCreek parses each filing into a navigable table of contents and breaks it into addressable nodes, right down to an individual paragraph or table inside a footnote. Every node carries a stable identifier and a citation URL that links straight back to that exact passage in a clean reader.
That means an AI agent does not just say what a filing reports. It can fetch the precise paragraph, quote it, and attach a link a human can click to verify in one second. The result is the thing that is almost impossible to get elsewhere: an answer with a paper trail.
Here is a concrete example of what that surfaces. Open NVIDIA’s most recent 10-Q and a numeric data feed will tell you China revenue fell. What it will not tell you is the reason sitting in the prose: zero Data Center Hopper products shipped to China during the quarter, versus $4.6 billion a year earlier (source), while the geographic table shows China, including Hong Kong, revenue at $4.55B, down from $9.66B (source). Buried in “Recent Developments” is the detail that actually frames the next few quarters: starting February 2026, the U.S. government granted licenses to ship small amounts of H200 products to specific China customers, but no revenue has been recognized under that program yet, and any unit must clear a U.S. inspection and carries a 25% tariff on re-import (source).
That is three load-bearing facts a number alone would hide, with the ability to trace each one directly back to the source, down to the exact paragraph and page location.
AlphaCreek on OpenBB
AlphaCreek App is now available on the App Marketplace inside OpenBB Workspace.
The app includes two widgets. The first is a Get Started widget shows users how to connect AlphaCreek and ask questions with OpenBB Copilot. It includes simple example prompts so analysts can immediately start exploring filing content without needing to learn a new workflow.
The second widget shows AlphaCreek’s latest ingested filings, giving users a live view of recently updated SEC documents with direct links to the underlying source material. That makes it easy to see that the data is current and continuously refreshed.
Sources that are easy to verify without leaving your dashboard
What makes this especially useful is the level of trust and flexibility it gives analysts. OpenBB Copilot is working from the source, not a scraped summary. Every cited answer includes a link straight to that exact paragraph in the filing. Users can also open an iframe widget and embed the source document directly into their dashboard. This especially matters for analysts who need to defend every number, claim, and conclusion.
Instead of copying text from a PDF and manually tracking where it came from, users can ask Copilot a question, get a sourced answer, and click straight through to the relevant passage in the filing.
AlphaCreek slots into OpenBB as another data source you can wire into your existing workflows. Pull a customer-concentration disclosure from AlphaCreek, line it up against your internal revenue-by-client data, then compare both to factor exposures or broker estimates, all in the same Workspace. The same applies across the Marketplace: ask one question and an agent can cross-reference AlphaCreek filings with macro data, crypto data, or your own proprietary datasets, returning an answer with links back to every source. SEC text stops being an isolated research step and becomes composable input, something you combine with your models, notes, and dashboards to build workflows that match how your team already operates.
The workflow as a semiconductor analyst
An analyst covering semiconductors opens OpenBB Workspace, makes sure AlphaCreek is connected, and asks Copilot a single question: “Pull NVIDIA’s most recent 10-Q and walk me through all the major catalysts.” Within minutes, not an afternoon of scrolling, the analyst has a sourced picture of the entire print.
The top line comes first: revenue of $81.6 billion, up 85% year over year and 20% sequentially, with Data Center alone at $75.2 billion, up 92% year over year.
The margin story is the first place where a number alone would mislead. Gross margin jumped to 74.9% from 60.5% a year earlier, but the filing’s own text explains it was driven primarily by the non-recurrence of a $4.5 billion H20 inventory charge taken in the prior-year quarter, not a structural step-change. That is a distinction that changes how the next quarter gets modeled.
Then comes the risk lens. Customer concentration is intensifying: three direct customers accounted for 21%, 17%, and 16% of total revenue, meaning more than half the company’s revenue came from three buyers. Net income looks enormous, but the MD&A reveals $13.4 billion of it came from unrealized gains on publicly held equity securities, a non-operating swing the analyst will want to strip out of earnings quality work.
The analyst also catches a structural change that does not show up in any price feed: NVIDIA is moving to a new reporting framework built around Data Center, split into Hyperscale and ACIE, and Edge Computing. Exactly the kind of disclosure-driven shift they needed to flag before model segment lines stop matching the company’s reporting.
By the time the morning meeting starts, they have the numbers, the narrative behind them, and a clickable source link under every claim. Built in minutes, ready to defend.
How to get started
- Open OpenBB Workspace and head to Apps → Apps Marketplace.
- Connect to the AlphaCreek MCP server.
- Start your stock research through OpenBB Copilot and watch the answer come back with citations linking straight to the source paragraph.
Stop Ctrl-F through 90-page PDFs and pasting unsourced summaries into your memos. Connect AlphaCreek inside OpenBB and turn every SEC filing into an answer you can click, quote, and defend.