Quartr AI chat
AI chat for all public company IR material, free on mobile.
Quartr AI Chat is a must-have for equity research analysts and investors who live in earnings calls and filings. Its source traceability and first-party IR focus set it apart from generic chatbots like ChatGPT or Perplexity. The free mobile tier is genuinely useful, and paid plans unlock desktop and API options. If you're a professional doing public company research, it's worth the subscription.
Verified 6d ago · liveness 74/100 · cite: rightaichoice.com/tools/quartr-ai-chat
- Equity research analysts needing fast data retrieval from IR documents
- Portfolio managers and investment analysts tracking company events
- Sell-side researchers preparing earnings summaries
- Corporate development and IR professionals monitoring peers
- Traders needing real-time price or market data
- Users looking for non-public or private company information
- Teams requiring extensive customization without API development
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Skip Quartr AI Chat if you need real-time price data, private company info, or non-IR sources like news and analyst notes, or if you're not willing to verify AI-generated summaries against the original documents.
Desktop access and advanced features like slide history comparison and custom exports are locked behind the paid Pro tier (contact sales), so the free mobile app only scratches the surface.
Quartr's free mobile tier is a standout for casual investors and students, offering core chat and transcript features at $0. For professionals, Pro and API are custom-priced—likely costlier than generic AI chatbots like ChatGPT Plus ($20/mo) but cheaper than dedicated financial data terminals like Bloomberg, and it avoids the per-seat cost of alphaSense or Sentieo. If you need structured IR data at scale, the API may be more economical than building a crawler.
In short
Quartr AI chat — AI chat for all public company IR material, free on mobile. Best for Equity research analysts needing fast data retrieval from IR documents, Portfolio managers and investment analysts tracking company events, Sell-side researchers preparing earnings summaries. Free to use.
What people actually say about Quartr AI chat — is it worth it?
We ran a structured research pass across product reviews, community discussions, and post-purchase forum threads to surface the patterns vendors won't publish themselves. Below: the recurring strengths, the hidden costs people mention most, and the cohort that consistently regrets adopting this tool.
26 mentions across 2 sources (YouTube, Product Hunt) · researched Jul 27, 2026.
- +Clickable source attribution ensures you can verify every data point.
- +Designed specifically for IR documents, avoiding web crawl noise.
- +Live earnings call streaming with real-time transcripts.
- +Generous free tier with AI chat and global keyword search.
- +Integrations with popular AI tools like Claude and ChatGPT.
- −Almost no independent community feedback beyond Product Hunt launch.
- −Pro subscription required for desktop web access and advanced features.
- −AI chat limited to first-party IR material; no general web search.
- −API and advanced plans likely costly for individual investors.
- −No mention of support responsiveness or uptime in community data.
- • Pro pricing not publicly listed, requiring sales contact.
- • API costs may be prohibitive for individuals.
Viability Score
How well maintained and how widely used is Quartr AI chat? Built from what the vendor actually publishes (docs, changelog, tutorials, integrations, pricing), whether the site is live, and how much real users discuss it. How we calculate this
Last calculated: September 2026
How we score →Key Features
- AI chat over IR documents and events
- Live earnings call streaming
- Real-time transcripts
- Global keyword search across all transcripts
- Transcript highlighting and keyword search
- Slide and filings search with keyword mentions
- Event calendar with earnings and conference schedules
- Watchlists for company coverage tracking
- Keyword alerts for specific topics
- Daily and weekly recap emails
- AI-powered summaries of events and documents
- Slide history comparison across quarters
- Export custom datasets
- Clickable source traceability in chat responses
- Consensus estimates access
About Quartr AI chat
Quartr AI Chat is a finance-specific research tool that lets you ask natural-language questions across earnings calls, transcripts, filings, and slide decks from over 15,000 public companies in 65+ markets. Purpose-built for investors and analysts, it retrieves data with clickable source attribution, saving hours of manual research. The chat uses only first-party IR material—events and documents sourced directly from companies—ensuring accuracy and relevance. You can query financial highlights, management commentary, capital allocation decisions, and more, with direct links back to original documents for verification. Key features include live earnings call streaming with real-time transcripts, global keyword search across all transcripts, customizable watchlists, consensus estimates, and offline listening. Quartr integrates with Claude, ChatGPT, and Snowflake, and offers a structured API for AI-ready IR data. The free mobile tier covers core features, while Pro (paid, desktop access) and API (custom pricing) serve power users. Compared to generic AI chatbots like ChatGPT or Perplexity, Quartr is narrowly optimized for public market research—it avoids web crawl noise and prioritizes source transparency, making it a trustworthy layer for institutional-grade analysis.
Behind the Verdict
Quartr AI Chat stands out in the crowded AI research space by narrowing its focus to first-party Investor Relations material—earnings calls, transcripts, filings, and slides—from over 15,000 public companies. This is a deliberate moat: by excluding news, social media, and analyst notes, it avoids the web-crawl noise that plagues generalist chatbots, and it gives you clickable source traceability for every claim. For an equity research analyst who has to verify a number from a 10-K at 2 a.m., that traceability is the difference between a helpful tool and a liability. The free mobile tier is genuinely generous: you get AI chat, live earnings calls, transcripts, keyword search, watchlists, and offline listening at zero cost. That's a great entry point for students and hobbyist investors. Pro and API tiers are contact-sales, which means pricing is opaque, but the feature list for Pro (desktop access, advanced search, slide history comparison, exports) makes sense for professionals who need more horsepower. The API is the real prize for institutions: structured, AI-ready data delivered in real time, with integration options via REST, webhooks, and Snowflake. Where it falls short: it's useless for traders who need live price data, and it's limited to public companies—no private market coverage. The desktop app is locked behind Pro, so if you're a power user on mobile only, you'll hit a paywall. Also, since it relies on AI-generated summaries, there's a small but real risk of AI mistakes, even with source links. The vendor's disclaimer that 'assistant responses are generated using AI and may contain mistakes' is honest but a reminder to verify. Overall, Quartr AI Chat earns its keep for anyone who does serious public market research. It's not a wrapper—the proprietary data pipeline, structured API, and dedicated IR focus are defensible engineering, not a chat UI over a third-party model.
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Real-world workflow fit
Concrete scenarios for the personas Quartr AI chat actually fits — and what changes day-one when you adopt it.
You're prepping for a morning call on a coverage company. You open Quartr AI Chat, ask it to summarize the latest earnings call and list any guidance changes, and it pulls the key points with links to the transcript. You then set a keyword alert for 'margin expansion' to catch future mentions.
Outcome: You save 30 minutes of manual transcript scanning and enter the call with a concise, source-verified summary.
You're monitoring a competitor's capital allocation. You use Quartr's global keyword search to pull every 'share buyback' mention across the last 10 earnings calls, then export a dataset to review.
Outcome: You spot a pattern in the timing of buyback announcements, informing your investment thesis.
You're writing a thesis on AI investment trends. On the free mobile tier, you search transcripts for 'AI investment' across major tech companies, listening to relevant calls offline while commuting.
Outcome: You build a well-sourced bibliography of management commentary without paying for a terminal.
Use Cases
- Ask Quartr AI to summarize key financial highlights from a company's latest earnings call and compare guidance changes quarter-over-quarter.
- Search across all transcript mentions of 'capital allocation' to compile management's historical comments on share buybacks and dividends.
- Verify a specific data point from a 10-K filing instantly by pasting a question about operating margins into AI chat.
- Set a keyword alert for 'restructuring' across all upcoming earnings calls to monitor potential strategic shifts.
- Export a custom dataset of slide deck language around 'AI investment' over the past year for peer benchmarking.
Models Under the Hood
as of 2026-08-28
Limitations
- Quartr AI Chat is limited to first-party IR material from public companies, including earnings calls, transcripts, filings, and slide presentations.
- It is free on mobile, with professionals relying on Quartr Pro for advanced features.
- The tool is purpose-built for finance and offers clickable source traceability.
as of 2026-08-27
Verification history
We have re-verified Quartr AI chat 5 times since . Each pass re-reads the vendor's own pages and re-checks every listed field against that evidence; passes where nothing had changed are marked as such.
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-checked, vendor evidence unchanged
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
Free to cite with attribution — this page re-verifies continuously.
12-month cost
Project the real annual outlay, including the implied monthly cost when only an annual tier is published.
Vendor list price only. Add-on usage, seat overages, and contract minimums are surfaced under Hidden costs & gotchas.
Plans compared
For each published Quartr AI chat tier: who it actually fits, and what it adds vs. the previous tier. Cross-reference the cost calculator above for projected annual outlay.
Free
$0/mo
Ideal for
Solo investors and students who want to track earnings calls and transcripts on mobile without paying.
What this tier adds
Starting tier: includes AI chat, live earnings calls, transcripts, keyword search, watchlists, and offline listening on mobile.
Pro
Contact sales
Ideal for
Professional analysts and portfolio managers who need desktop access, advanced search, and export capabilities.
What this tier adds
Adds desktop access, advanced search, slide history comparison, export custom datasets, and daily/weekly recaps.
API
Contact sales
Ideal for
Institutions and platforms that need structured IR data for AI models or internal workflows.
What this tier adds
Provides structured first-party data in real time with REST, webhooks, and Snowflake integration.
Where the pricing makes sense
The company stage and team size where Quartr AI chat's pricing actually pencils out — and where peers do it cheaper.
Quartr's free mobile tier is a standout for casual investors and students, offering core chat and transcript features at $0. For professionals, Pro and API are custom-priced—likely costlier than generic AI chatbots like ChatGPT Plus ($20/mo) but cheaper than dedicated financial data terminals like Bloomberg, and it avoids the per-seat cost of alphaSense or Sentieo. If you need structured IR data at scale, the API may be more economical than building a crawler.
Setup time & first value
How long it actually takes to get something useful out of Quartr AI chat — broken out by persona, not the marketing-page minute.
Setup is instant: download the app, create a free account, and you're ready to chat. Expect to be asking questions about earnings calls within 5 minutes. For API integration, plan a few hours to read the docs and test endpoints, plus additional time for auth setup.
Switching to or from Quartr AI chat
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From manual research: Replace your bookmarked SEC filings and scattered transcript PDFs with Quartr's centralized search and AI chat, pulling up the same documents in seconds.
- →From general AI chatbots like ChatGPT: You lose web-wide knowledge but gain IR-specific data and source traceability; switch by pasting your typical questions and verifying the output.
- ↗To Bloomberg Terminal: If you need real-time prices, news, and messaging alongside IR data, replicate your Quartr watchlists and alerts in Bloomberg, though at a much higher cost.
- ↗To AlphaSense: If you need broader document coverage (e.g., sell-side notes), export your custom datasets from Quartr and import them into AlphaSense's saved searches.
Integrations
Resources & Guides
- Documentationquartr.com
Docs · Quartr AI chat
Full product docs from quartr.com
- Documentationquartr.com
Api Reference · Quartr AI chat
Full product docs from quartr.com
- Documentationquartr.com
Webhooks · Quartr AI chat
Full product docs from quartr.com
- Documentationquartr.com
Snowflake · Quartr AI chat
Full product docs from quartr.com
- Resourcequartr.com
Resources · Quartr AI chat
Helpful link from quartr.com
Tutorials & Learning
Official links
Featured Head-to-Head Comparisons
Quartr Ai Chat vs Geologicai
If you are a mining company seeking to accelerate critical minerals exploration with AI-driven core scanning, GeologicAI is the clear choice—its recent Lumo acquisition adds LIBS for REE detection. For financial analysts who need instant answers from public company IR materials, Quartr AI Chat provides a powerful freemium tool. They address completely different domains; pick based on your industry.
Quartr Ai Chat vs Screenplayiq
Choose ScreenplayIQ if you're a screenwriter or producer needing data-driven script feedback and box office forecasts. Choose Quartr AI Chat if you're an equity researcher or analyst who needs instant answers from earnings calls and filings. They serve completely different domains, so your role dictates the winner.
Quartr Ai Chat vs Bitsgap
These tools serve completely different needs. Bitsgap is best for active crypto traders wanting automated bots and portfolio management across exchanges, while Quartr AI Chat is ideal for equity researchers needing quick access to public company filings, transcripts, and earnings calls. Choose based on whether your primary focus is crypto trading automation (Bitsgap) or public equities research (Quartr AI Chat).
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