Fey adds Screeners, Portfolio, News, News Sentiment, Analyst Forecasts, Analyst Price Targets, AI Earnings Summary, AI Filings Summary, AI Report, and Factor Exposure coverage that Quartr skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Friday, October 10, 2025
Head-to-head
Fey vs Quartr comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Quartr includes AI Chat, Data APIs, APIs & SDKs, and Webhooks categories that Fey omits.
Fey highlights: Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., and Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes..
Quartr is known for: Stream live earnings calls with real-time transcripts—instant coverage as events happen., Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place., and AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document..
Quartr offers mobile access, which Fey skips.
Fey
fey.com
Desktop‑first investing research app acquired by Wealthsimple on Aug 27, 2025; **standalone Fey service wind‑down on Sep 30, 2025** with automatic prorated refunds. AI is a first‑class capability across Finder (natural‑language screener), Earnings (press‑release summaries in ~0.8s, live calls, transcripts), Filings (on‑demand 10‑K/10‑Q summaries), Portfolio (one‑click ‘Analyze with AI’: strengths/risks, **factor tilts**, opportunities), News (impact scoring & source consensus), and Macro (AI‑synthesized economic overviews).
Categories
Platforms
Pricing
Quick highlights
- Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”).
- Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries.
- Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes.
- Portfolio ‘Analyze with AI’ (one click): benchmarks holdings, highlights **factor tilts** driving returns, flags strengths/risks, scans for **mis‑pricings** (forecasts, price targets, valuation spreads), and prioritizes headlines that could actually move your P&L.
- News intelligence: curated feed, **impact‑scored headlines** and **news consensus** (source transparency), plus watchlist‑aware daily/weekly recaps.
Community votes (overall)
Quartr
quartr.com
Quartr brings together earnings calls, transcripts, filings, reports, and slides into one platform. The free mobile app is consumer-friendly, while Quartr Pro (desktop) and the API are enterprise products sold on a custom basis. The API is generous—paying customers get effectively unlimited calls, demo accounts are capped, and a 50 rps global rate limit goes into effect in December 2025. Live audio and transcripts are delivered in real time, making it a go-to tool for analysts who don’t want to wait.
Platforms
Pricing
Quick highlights
- Stream live earnings calls with real-time transcripts—instant coverage as events happen.
- Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place.
- AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document.
- Search across transcripts, filings, and slides to track narrative shifts, compare language, and follow how management decks evolve over time.
- Earnings calendar with granular filters, calendar sync, and live alerts when calls go on air—plus keyword-based alerts.
Community votes (overall)
Shared focus areas
6 overlapsMutual strengths include Watchlist, Alerts, and Calendar plus 3 more areas.
Where they differ
Fey
Distinct strengths include:
- Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”).
- Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries.
- Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes.
- Portfolio ‘Analyze with AI’ (one click): benchmarks holdings, highlights **factor tilts** driving returns, flags strengths/risks, scans for **mis‑pricings** (forecasts, price targets, valuation spreads), and prioritizes headlines that could actually move your P&L.
Quartr
Distinct strengths include:
- Stream live earnings calls with real-time transcripts—instant coverage as events happen.
- Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place.
- AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document.
- Search across transcripts, filings, and slides to track narrative shifts, compare language, and follow how management decks evolve over time.
Feature-by-feature breakdown
Attribute | Fey | Quartr |
---|---|---|
Categories Which research workflows each platform targets | Shared: Watchlist, Alerts, Calendar, Improved Filings, Transcripts, AI Unique: Screeners, Portfolio, News, News Sentiment, Analyst Forecasts, Analyst Price Targets, AI Earnings Summary, AI Filings Summary, AI Report, Factor Exposure | Shared: Watchlist, Alerts, Calendar, Improved Filings, Transcripts, AI Unique: AI Chat, Data APIs, APIs & SDKs, Webhooks |
Asset types Supported asset classes and universes | Stocks, ETFs | Stocks |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Desktop, Web | Web, Mobile, API |
Pricing High-level pricing models | Subscription, Free | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Highlighted |
Frequently Asked Questions
Which workflows do Fey and Quartr both support?
Both platforms cover Watchlist, Alerts, Calendar, Improved Filings, Transcripts, and AI workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Fey and Quartr require subscriptions?
Both Fey and Quartr keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Quartr ships a dedicated mobile experience, while Fey focuses on web or desktop access.
What unique strengths set the two platforms apart?
Fey differentiates itself with Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., and Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes., whereas Quartr stands out for Stream live earnings calls with real-time transcripts—instant coverage as events happen., Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place., and AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document..
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.