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Overview How It Works Before & After Try It Reviews Integrations Why This Tool FAQ Pricing Top 10 Get Alerts News
AI in Finance

Quartr

Access real-time investor relations data and AI-powered chat for faster, more accurate company research.

Query earnings calls, filings, and presentations from 65+ markets to stop wasting time on manual data collection.

Best forAI in Finance
DifferentiatorLive coverage and AI chat on first-party IR data.
ProofTrusted by 700+ financial institutions.
Try Quartr
Free Plan Pricing on request
Free plan verified · free AI tools for Finance
9.1 Zekai
AI-Powered Company Research Hub
AI for Finance & Business
Ease of Use
9.2
Accuracy
9.5
Value
8.0
Time Saving
9.6
200,000+Users
9.1/10Zekai Score
AI ChatLive TranscriptsGlobal DataAPI AccessMobile App
📊 Independently tested and scored. How we score →
✍️ Reviewed by Zekai Editorial Team · Updated August 6, 2026
🏷 Is this your tool? Claim this listing →

Zekai Verdict

What is it?
Quartr provides finance and business analytics professionals with an AI-powered research platform that centralizes investor relations (IR) data.
Best for
Best for financial analysts who need to conduct deep, qualitative research on public companies by instantly querying…
Not ideal for
Pricing for the Pro tier is not public, requiring a sales demo.
Price
Free plan
Zekai Score
9.1/10
Visit official site ↗Compare alternatives →Why this score →
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⚡ Quick answer

For Finance & Business Analytics, Quartr is a leading AI tool because it solves the critical problem of accessing and analyzing qualitative company data at scale. Instead of manually searching disparate investor relations websites, analysts can use Quartr's AI to instantly query a real-time database of earnings call transcripts, company filings, and presentations from over 65 global markets, saving significant research time.

CategoryAI Company Research
Best ForFinancial analysts needing qualitative insights.
Price FromPricing on request
FreeFree mobile app available
DifferentiatorLive coverage and AI chat on first-party IR data.
ProofTrusted by 700+ financial institutions.
Rating4.6/5
📖 About Quartr
How It Works

Your workflow, automated

1
Specify Company & Scope
Enter a company ticker and define your search across all IR materials, a specific event, or a time period.
2
Ask a Question
Use the AI chat to ask specific questions in plain English, such as 'Compare mentions of CapEx in Q1 vs. Q4'.
3
Receive Sourced Answers
Get immediate answers synthesized from transcripts, filings, and presentations, with direct links to the source documents.
Ready to automate your workflow with Quartr?
Try Quartr →
Real Impact

Before & After

❌ Before

Manually searching scattered investor relations websites for filings and call transcripts.

Hours spent per company report
✅ After

Instantly querying a unified database of all IR materials with a single AI-powered chat.

Minutes per targeted insight
Prompt Templates

Try it with these prompts

Copy any prompt and paste it directly into the tool.

Summarize earnings call sentiment

Analyze the sentiment of the latest earnings call transcript for [Company Name]. Extract key positive and negative themes discussed by management and identify any shifts in tone compared to previous calls.

Compare KPIs across filings

Compare the key performance indicators (KPIs) mentioned in the latest [Company Name] filing with those from the previous two filings. Highlight any significant changes or trends in metrics like revenue, profit margins, o…

Extract strategic messaging from slides

Extract the core strategic messages from the latest investor presentation slides for [Company Name]. Identify any new initiatives, market outlooks, or competitive positioning discussed by the company.

AI Prompts

Prompts for Finance

Prompt 01 Prompt for Auditing an AI Vendor's Incident Response Plan
You are a Senior Compliance Officer at a financial institution subject to SEC Regulation S-P. Review the attached Security Incident Response Plan from [[AI Vendor Name]]. Cross-reference it against the 2026 amended Reg S-P requirements. Ide…
Prompt 02 Generative AI Prompt for Variance Analysis
You are an FP&A analyst preparing a monthly financial review. Based on the following data comparing budget vs. actuals for the last quarter, write a concise summary (under 150 words) for the CFO. Identify the top three largest variances (ab…
Prompt 03 Revenue Forecast Prompt for Power BI Copilot
You are an FP&A analyst building a driver-based revenue forecast for the next 4 quarters. Using the connected data from our ERP (financials) and CRM (sales pipeline), create a time-series forecast for 'Total Revenue'. Use 'New Bookings', 'R…
See all 35 AI prompts for Finance →
Social Proof

Trusted by 200,000+

200,000+ professionals using this tool
Ease of Use
9.2
Accuracy
9.5
Value
8.0
Time Saving
9.6

"My productivity has been boosted hugely by it. Quartr has made me think that what I did before was a bit basic and inefficient."

Jamie R., Investment Manager · Jun 2026

"The ability to query live earnings calls is a game-changer. I can fact-check statements in real-time without missing a beat. Indispensable."

Aveesh S., Analyst · May 2026

"Excellent for qualitative checks and management sentiment analysis. Just be aware it's not a replacement for your quantitative data terminal; you'll need both."

Chen L., Portfolio Manager · Apr 2026

"It's like having a well-read research analyst, expert on every company and industry, ready with answers 24/7. The efficiency gains are massive."

Sarah P., Research Lead · Mar 2026
200,000+ professionals are already using this tool.
Start Free Today →
Connects With

Works with your existing stack

Claude ChatGPT
Setup complexity: Easy
Quartr provides finance and business analytics professionals with an AI-powered research platform that centralizes investor relations (IR) data. It aggregates real-time earnings calls, transcripts, filings, and slide decks from public companies across 65+ markets. This allows analysts to query a vast dataset of over 50 million first-party documents to accelerate research and identify key insights.
Comparison

How it compares

Quartr vs. Bloomberg Terminal: Choose Quartr when your primary need is speed and depth in qualitative analysis—searching transcripts, comparing management commentary, and using AI chat for discovery. Its focus on first-party IR documents is its strength. Opt for a Bloomberg Terminal when you need an all-encompassing solution that integrates deep quantitative data, market data, news, and trading execution alongside qualitative information. Bloomberg is the heavyweight ecosystem; Quartr is the specialized, AI-native sharpshooter for company research.

The decision

Is it worth it?

Return on investment
Given that professional plans require a sales call, a precise ROI is variable, but teams report significant productivity boosts by cutting hours of manual research into minutes of AI-driven queries.
Built for
Investment managers, equity research analysts, asset managers, and financial analysts at hedge funds, sell-side firms, and other financial institutions.
Effort to adopt
Easy
Compliance
Compliance posture not publicly documented — verify with vendor.
Who It's For

Why Finance & Business choose this tool

🎯
Built for
Best for financial analysts who need to conduct deep, qualitative research on public companies by instantly querying transcripts, filings, and live earnings calls.
In-Depth Overview
For finance professionals, Quartr replaces the inefficient, manual process of hunting for information across scattered investor relations pages and clunky terminals. It structures the previously unstructured world of qualitative company data—transcripts, filings, and presentations—into a single, queryable engine. The platform's strength lies in its use of clean, first-party data, a critical requirement for credible financial analysis. Proof of its efficacy is its adoption by over 700 financial institutions, including Stifel and Janus Henderson. The AI chat function is a significant workflow accelerator, allowing analysts to ask complex questions in plain English and get synthesized answers from over 50 million documents. With live coverage of earnings calls from 65+ markets, analysts gain a real-time edge. The direct integration with tools like Claude and ChatGPT via its MCP feature further embeds Quartr into the modern analyst's toolkit, demonstrating a commitment to AI-native workflows rather than simply adding a layer to legacy systems.

Key Use Cases

📈
Instantly fact-check a CEO's statement during a live earnings call
Equity Research Analyst
Use the AI chat to ask, 'What did the CEO say about margin pressure in the last three quarters?' and get an instant, sourced answer.
Reduce fact-checking time by 90%
💼
Monitor an entire portfolio's qualitative signals
Asset Manager
Set up keyword alerts for terms like 'supply chain disruption' or 'AI investment' across all your holdings to spot emerging risks and opportunities.
Scan peer earnings in minutes, not days
📊
Conduct rapid competitive landscape analysis
Business Analyst
Simultaneously search for a new technology or market trend across all competitor filings and presentations to gauge strategic shifts in the industry.
Complete competitive reviews 4x faster
✓ Pros
Accesses clean, first-party data directly from company IR materials.
Provides real-time, live coverage of earnings calls, a key advantage for analysts.
AI chat allows for natural language queries across millions of documents, saving hours.
Consolidates transcripts, filings, and slide decks in one searchable platform.
Extensive global coverage across 65+ markets.
· Cons
Pricing for the Pro tier is not public, requiring a sales demo.
Primarily focused on qualitative data; not a replacement for quantitative financial modeling platforms.
Full feature set is only available in the paid Pro desktop version, not the free mobile app.
⚡ Editorial Verdict

Quartr is a powerful aggregator for qualitative company data, dramatically cutting down research time by centralizing IR materials. Its AI chat and live event coverage are significant advantages for time-sensitive analysis. The main trade-off is its focus on qualitative data; users will still need other tools for deep quantitative financial modeling.

See all 374 AI tools for Finance → Browse the AI Directory →
Questions & Answers

Frequently asked questions

What is the best AI tool for tracking company earnings calls?

+
Quartr is a leading tool for tracking company earnings calls, offering live global coverage, real-time transcripts, and AI-powered search across all event materials.

How can I use AI to analyze investor relations documents?

+
Quartr allows you to use its AI chat to ask questions in plain English across a database of over 50 million investor relations documents, including filings, transcripts, and presentations, providing synthesized and sourced answers in seconds.

Which platform provides live transcripts of public company events?

+
Quartr specializes in providing live transcripts and audio for public company events like earnings calls, Capital Markets Days, and conferences from over 65 markets.

Is there an AI that can search across all of a company's filings and presentations?

+
Yes, Quartr's platform is built for this purpose. Its AI allows users to perform a unified search for any keyword or concept across all of a company's investor relations materials simultaneously.

What are the top AI tools for sell-side equity research?

+
Quartr is considered a top AI tool for sell-side equity research because it dramatically accelerates the qualitative research process, allowing analysts to find insights, track management commentary, and monitor competitors with high efficiency.

Can I get global coverage for company IR data in a single tool?

+
Yes, Quartr provides truly global coverage, aggregating investor relations data from public companies across more than 65 markets into a single, searchable platform.

Last reviewed:

Plans & Pricing

Start today

Free
$0
Get Started Free
Pro
Pricing on request
Scalable pricing for multi-seat deals. Contact sales for a demo and quote.
Start Pro Plan
Enterprise
Pricing on request
Tailored for teams and large organisations.
Contact Sales

Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.

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Free guide

Take it with you

  • Introduction to AI-Powered Company Research
  • Why Manual IR Data Collection is Obsolete
  • Core Features of Quartr Pro
  • Tracking Live Earnings Calls for an Edge
  • Using AI Chat for Deeper Insights
+5 more steps inside the guide
Send me the full guide

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AI Directory

About Quartr

Full Description

Quartr provides finance and business analytics professionals with an AI-powered research platform that centralizes investor relations (IR) data. It aggregates real-time earnings calls, transcripts, filings, and slide decks from public companies across 65+ markets. This allows analysts to query a vast dataset of over 50 million first-party documents to accelerate research and identify key insights.

Editorial Verdict

Quartr is a powerful aggregator for qualitative company data, dramatically cutting down research time by centralizing IR materials. Its AI chat and live event coverage are significant advantages for time-sensitive analysis. The main trade-off is its focus on qualitative data; users will still need other tools for deep quantitative financial modeling.

Last reviewed:
Disclaimer
Zekai is an independent AI tools directory. We are not affiliated with, endorsed by, or officially connected to Quartr unless clearly stated. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. The information on this page — including pricing, features, and availability — is general information, may have changed since our last review, and is not professional advice. Zekai Scores and verdicts are our editorial opinion. Some outbound links are affiliate links that may earn us a commission at no extra cost to you. Spotted outdated or incorrect information? Request a correction →
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