Quartr AI chat
Quartr AI chat answers earnings-call and filing questions from first-party IR material, free on mobile
The rare finance AI chat you can forward to compliance without rewriting it, because every answer carries a link to the first-party IR document behind it. The free mobile tier is a working research tool rather than a teaser — live calls, real-time transcripts, keyword search and offline downloads all sit in it. Quartr Pro (custom-priced, contact sales) adds the desktop workspace, recap emails and dataset export; Quartr API sells the same IR data as a structured feed. Just know the ceiling: company documents only, so nothing here replaces a news terminal or a general assistant like ChatGPT or Perplexity when your question falls outside IR material.
Verified 9h ago · liveness 74/100 · cite: rightaichoice.com/tools/quartr-ai-chat
- Equity research analysts who need cited answers from transcripts and filings
- Portfolio managers tracking calls and conferences across a global watchlist
- Sell-side researchers building earnings summaries with verifiable source links
- Investor relations and corporate development teams monitoring peer commentary
- Traders who need live prices, quotes or intraday market data
- Anyone researching private companies or non-public information
- Analysts whose thesis depends on news wires, broker notes or social sentiment
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Skip Quartr AI chat if your questions mostly fall outside company-issued IR material — private companies, news wires, broker notes, or intraday quotes — or if you need a desktop research workspace without a paid Quartr Pro plan.
The free tier is the mobile app only — the desktop workspace, recap emails and custom dataset export sit behind Quartr Pro, so the moment you want to work at a desk you're on a sales call.
Free mobile is genuinely competitive — live calls, real-time transcripts, keyword search, watchlists and AI chat at $0 undercuts most retail earnings-call apps. The paid side moves upmarket: Quartr Pro and Quartr API are contact-sales enterprise products, which fits funds, sell-side desks and research platforms buying multi-seat. For a solo analyst who wants desktop, weigh Quartr Pro against a general assistant subscription plus manual document work — you're paying for the verified IR corpus,
In short
Quartr AI chat — Quartr AI chat answers earnings-call and filing questions from first-party IR material, free on mobile. Best for Equity research analysts who need cited answers from transcripts and filings, Portfolio managers tracking calls and conferences across a global watchlist, Sell-side researchers building earnings summaries with verifiable source links. Free to use.
What people actually say about Quartr AI chat — is it worth it?
We scanned public community sources for Quartr AI chat on Jul 27, 2026 and could not establish that the discussion we found is about this tool rather than something else sharing its name. Our own analysis of that scan says the posts were off-subject. Rather than publish a sentiment score built on the wrong subject, we publish nothing here and re-run the scan.
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: October 2026
How we score →Key Features
- AI chat across earnings calls, transcripts, filings and slide decks
- Clickable source traceability linking each answer to the original document passage
- Live earnings call, CMD and investor conference streaming with real-time transcripts
- Real-time transcripts with speaker diarization
- Offline listening to downloaded earnings calls on mobile
- Global keyword search across all transcripts simultaneously
- Filings and slide presentation search with keyword mentions
- Slide history comparison across quarters
- Watchlists with a personalized real-time company feed
- Keyword alerts for companies, products and competitors
- Consensus estimates, valuation multiples and revenue segment splits
- AI-generated event and document summaries in multiple lengths
- Daily and weekly recap emails (Quartr Pro)
- Export custom datasets (Quartr Pro)
- Mobile app with desktop sync (Quartr Pro)
About Quartr AI chat
Quartr AI Chat is a research assistant that answers plain-English questions about public company documents. You ask about an earnings call, a transcript, a 10-K or a slide deck and it pulls the answer from company-issued investor relations material, with a clickable link back to the exact source passage. Coverage spans all events and documents from public companies in 65 markets, and the data is sourced from the companies themselves rather than web crawls or news aggregators — which is why the citations hold up in a compliance read. The chat is one layer of a wider app. Live earnings calls, capital markets days and investor conferences stream with real-time transcripts in a podcast-style player. Keyword search runs across transcripts at once, filings and slide decks are searchable, and slide history comparison lines up a company's deck across quarters. Watchlists feed a real-time dashboard, and keyword alerts fire when a company, product or competitor is mentioned. Consensus estimates, valuation multiples and revenue segment splits sit alongside the documents, so numbers and management commentary live in one place. The mobile app downloads calls for offline listening and syncs with the desktop workspace in Quartr Pro. You're trading reach for traceability. A general assistant answers from whatever it can crawl; Quartr stays inside company-issued documents, which is both the product's discipline and its ceiling.
Behind the Verdict
Quartr's argument is narrow and well-made: public company research runs on documents the company itself published, and an AI that stays inside that corpus can show its work. Every answer links to the underlying transcript line, filing page or slide, which is the difference between a research assistant you can cite and one you have to re-verify from scratch. The underlying data layer is genuinely first-party — Quartr's API docs describe eight datasets (events, live audio, live transcripts with speaker diarization, backlog audio and transcripts, filings and reports, slide presentations, AI event summaries) drawn from over 16,000 companies across 65 markets. The mobile tier is unusually complete for free. Live earnings call streaming with real-time transcripts, keyword search across transcripts, watchlists, keyword alerts, filings and slide search, slide history comparison, consensus estimates and offline downloads all appear in the feature matrix under Mobile, so you can run a real earnings-season workflow on a phone before paying anything. Quartr Pro adds the desktop workspace, daily and weekly recaps, custom dataset export, and sync with mobile. Where it frustrates: the scope is the point and also the limit. Ask about a private company, a broker note, a wire story or intraday prices and there is nothing to retrieve. Billing is the other friction — pricing details are not published on the pricing page, which lists Quartr Pro and Quartr API with "contact sales" for both, so budget approval needs a sales conversation rather than a card. The API is the escape hatch for teams that want the data in their own pipeline: REST, webhooks, or Snowflake, which is far more useful than trying to bend the chat UI into a workflow it wasn't built for. One forward-looking note: Quartr was named in August 2026 as a customer of Speko, an OpenRouter-based voice AI aggregator. No voice feature is documented on the vendor pages we reached, so treat that as a signal of direction rather than a shipped capability. If conversational voice research matters to you today, verify it before you buy on the strength of it.
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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 a note the night before an earnings call. You pull the last four transcripts on mobile, ask Quartr AI how management framed capex guidance each quarter, and click through to the cited lines to check the wording before it goes in the draft.
Outcome: A quarter-over-quarter guidance narrative with source links attached, produced in minutes instead of an hour of transcript scrolling.
You run a watchlist of 40 names into earnings season. Keyword alerts on 'restructuring' and 'pricing pressure' fire as calls stream, and the real-time transcript lets you read the comment while the call is still running.
Outcome: You catch strategic language as it's spoken across the whole watchlist rather than reading summaries the next morning.
You need to see how peers describe the same market in their slide decks. Slide search and slide history comparison line the decks up across quarters, and the Pro dataset export pulls the relevant language out for a peer benchmarking pack.
Outcome: A documented peer-language comparison you can hand to management with the original slides behind it.
Use Cases
- Ask Quartr AI for key financial highlights from a company's latest earnings call and compare guidance changes quarter-over-quarter.
- Search every transcript mention of 'capital allocation' to compile management's historical comments on buybacks and dividends.
- Verify a 10-K data point instantly by asking about operating margins and clicking through to the cited passage.
- Set a keyword alert for 'restructuring' across upcoming earnings calls to catch strategic shifts as they are mentioned.
- Export a custom dataset of slide deck language around 'AI investment' over the past year for peer benchmarking.
- Listen to downloaded earnings calls offline on a commute without a connection.
- Pull consensus estimates, valuation multiples and revenue segment splits alongside the underlying company commentary.
- Stream a live earnings call with a real-time transcript instead of hunting for a webcast registration link.
Models Under the Hood
as of 2026-10-11
Limitations
- Quartr AI chat answers using only first-party IR material — earnings calls, live and historical transcripts, filings and reports, slide presentations and AI summaries — across 16,000+ companies in 65 markets.
- That's the design and the constraint: it is not a general finance or news assistant, so questions about private companies, analyst notes or wire coverage have nothing to retrieve.
- Answers should still be checked through the clickable source traceability before they go into published work, and the vendor's own API docs carry a standing note that assistant responses are AI-generated and may contain mistakes.
- The free tier is mobile-only; the desktop workspace, recap emails and dataset export sit in Quartr Pro, and Quartr API is a separate structured data product.
as of 2026-10-18
Verification history
We have re-verified Quartr AI chat 9 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-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
- — 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
Showing the 6 most recent of 9 verification passes.
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.
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.
Free mobile is genuinely competitive — live calls, real-time transcripts, keyword search, watchlists and AI chat at $0 undercuts most retail earnings-call apps. The paid side moves upmarket: Quartr Pro and Quartr API are contact-sales enterprise products, which fits funds, sell-side desks and research platforms buying multi-seat. For a solo analyst who wants desktop, weigh Quartr Pro against a general assistant subscription plus manual document work — you're paying for the verified IR corpus,
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.
On mobile, near-zero: download the app, search a ticker and the AI chat, transcripts and filings are already there on the free tier — first answer in a few minutes. Quartr Pro takes a sales conversation plus seat provisioning before the desktop workspace, recap emails and dataset export are live. Quartr API is a developer integration: REST keys or webhook endpoints are quick, a Snowflake 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 ChatGPT or Perplexity: keep the general assistant for open-web questions and route document-verification work to Quartr, where each answer links to the IR source.
- →From manual webcast dial-ins: replace registration links with in-app live call streaming and real-time transcripts.
- →From a terminal's document viewer: move transcript and filing reading to Quartr mobile or Pro desktop, keeping the terminal for pricing and market data.
- →From an in-house IR scraper: switch to Quartr API (REST, webhooks or Snowflake) for the same first-party data as a maintained feed.
- ↗To ChatGPT or Perplexity: export or copy the passages you need and re-ask in a general assistant when the question leaves IR material.
- ↗To a full research terminal: keep Quartr for verified document answers and pair it with a terminal for quotes, estimates history and news.
- ↗To an internal data platform: use Quartr API's Snowflake delivery to pull the same datasets into your own warehouse and retire the app UI.
- ↗To a general earnings-call app: keep downloaded audio only if offline listening is the sole need; you lose the source-linked AI chat.
Integrations
Resources & Guides
Tutorials & Learning
YouTube returned 6 videos for “Quartr AI chat”, and we withheld 5: 5 did not mention Quartr AI chat. Showing the 1 we can prove is about Quartr AI chat.
Official links
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