Quartr

Quartr is an AI-powered financial research and investor relations data platform designed to make company information easier to find, understand, analyse, and use. It provides access to first-party information published or communicated by public companies, including earnings calls, earnings transcripts, investor presentations, financial filings, capital markets day presentations, and other corporate disclosures. By bringing these materials together in a searchable environment, Quartr helps investment professionals and financial technology companies reduce the time spent collecting information from scattered sources.

Founded in 2020, Quartr began with a mobile application that helped individual investors follow public companies and listen to earnings calls. The company later expanded its focus to professional investment research after recognising that analysts, asset managers, and other finance professionals faced similar challenges accessing company information. Today, Quartr positions itself as an information infrastructure provider for company research, with products serving both financial professionals and organisations building financial data applications.

One of its principal products is Quartr Pro, an AI research platform built for investment professionals. It is designed for hedge funds, asset managers, equity research teams, investor relations professionals, and other organisations that need timely access to public-company information. Instead of manually visiting individual investor relations websites and searching through documents, users can work with a centralised collection of company materials through Quartr’s desktop and mobile experiences.

A major part of Quartr Pro is its access to live earnings calls and transcripts. Earnings calls provide important information about a company’s financial performance, strategy, outlook, and management priorities. Listening to these calls and reviewing their transcripts can help analysts understand developments that may not be obvious from financial statements alone. Quartr makes it possible to follow live events and access transcripts, helping users keep up with company announcements and management commentary.

The platform also includes an earnings calendar that helps users monitor upcoming corporate events. This is useful for research teams following multiple companies across different industries and markets. Watchlists allow users to organise companies they follow, while keyword alerts help identify relevant mentions and developments. Daily and weekly recaps provide an additional way to keep track of company activity without having to search manually for every update.

Quartr’s AI chat feature allows users to ask questions across company information and receive answers grounded in available first-party materials. This can help analysts investigate topics such as revenue performance, management guidance, business strategy, market conditions, operational challenges, and changes in company priorities. A key aspect of the platform is source traceability: users can connect findings to the underlying material, making it easier to verify the information and examine the original context.

The platform’s search capabilities extend across several document types. Global search helps users find information across the available company research materials. Transcript search allows users to locate specific statements, speakers, and discussions within earnings calls. Filings search supports research across company disclosures, while slide search helps users identify relevant information in investor presentations. These tools can be particularly useful when an analyst needs to compare what management has said across several reporting periods.

Another useful feature is slide history comparison. Investor presentations often contain changes in strategy, performance indicators, priorities, and business outlook. Comparing presentations over time can help researchers identify how a company’s messaging and priorities have evolved. Quartr also provides transcript highlighting, allowing users to save important passages and return to them during their research process.

Quartr supports workflow efficiency through summaries and export functionality. Summaries help users review key points from company events more quickly, while export tools allow custom datasets to be taken into other workflows. These capabilities can help research teams organise findings, prepare internal reports, and share relevant information with colleagues.

The company also offers Quartr API, a data infrastructure product for developers, financial technology companies, and organisations that need to incorporate investor relations information into their own applications. Rather than building and maintaining separate systems to collect company presentations, filings, transcripts, and event information, developers can access structured data through a single API. The service is designed to support both live and historical research workflows.

Quartr API provides access to company events and investor relations materials across international markets. Its data offering includes earnings calls, transcripts, filings, and presentations. The API is intended to make this information easier to integrate into financial research platforms, trading and brokerage products, media services, and AI-powered applications. Consistent identifiers across different types of materials can also help developers connect related company information within their own systems.

A further part of the Quartr ecosystem is Quartr MCP. The Model Context Protocol connection allows supported AI environments to access Quartr’s company research data. This can enable users to bring live transcripts, filings, and presentations into compatible AI tools and research workflows. For organisations developing AI agents or automated research systems, this provides another way to connect company information with existing tools and datasets.

Automations are another important capability. They are designed to trigger research workflows when companies publish new information or when relevant events occur. This can help investment professionals monitor developments without repeatedly checking individual company websites. Combined with keyword alerts, watchlists, and recaps, automations support ongoing company monitoring and more organised research routines.

Quartr is particularly relevant to investment research because it focuses on first-party company information. Financial analysis often relies on a combination of numerical data and qualitative information, including management explanations, strategic commentary, and answers to analyst questions. Quartr helps bring these sources together so that researchers can examine not only reported results but also the explanations and narratives surrounding them.

The platform can be useful to hedge funds, asset managers, sell-side equity research teams, investor relations departments, financial research platforms, trading and brokerage services, media organisations, and academic users studying public companies. Its mobile application also gives individual users access to selected company research features, making the service relevant beyond institutional finance.

As with any AI-supported research platform, users should verify important findings against the original company documents and consider the context in which statements were made. AI-generated summaries and answers can make research faster, but they should support rather than replace independent financial analysis and professional judgment. Users should also check product access, data coverage, and licensing terms before relying on the platform for business-critical applications.

Overall, Quartr combines company research tools, first-party investor relations data, AI-assisted analysis, search, monitoring, and developer infrastructure. Its main value is the ability to make public-company information more accessible and easier to work with. By connecting live events, historical documents, AI chat, alerts, and API access, Quartr helps financial professionals spend less time gathering information and more time understanding the companies they follow.