VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Fintool and Quartr will find that Both Fintool and Quartr concentrate on Transcripts, Watchlist, and AI Chat workflows, making them natural alternatives for similar investment research jobs. Fintool leans into Financials, Screeners, and AI Report, which can be decisive for teams that need depth over breadth. Quartr stands out with Improved Filings, AI, and Calendar that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Fintool vs Quartr
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Fintool adds Financials, Screeners, AI Report, and AI Earnings Summary coverage that Quartr skips.
- Quartr includes Improved Filings, AI, Calendar, Alerts, and Webhooks categories that Fintool omits.
- Fintool highlights: Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations., Built-in company screener and watchlists, plus workflow tools and sharable watchlists., and Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events..
- 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 keeps a free entry point that Fintool lacks.
- Quartr offers mobile access, which Fintool skips.
Fintool
fintool.com
AI-powered research platform combining SEC filings, earnings transcripts, and financial data with natural-language querying. Two tiers: Regular includes unlimited queries, filings and transcripts, advanced screening, real-time market data, and up to 5 user seats. Enterprise adds API access, private-data connectors, and enterprise-grade security. A 14-day free trial is available.
Categories
Platforms
Pricing
Quick highlights
- Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations.
- Built-in company screener and watchlists, plus workflow tools and sharable watchlists.
- Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events.
- Plan structure: Regular plan covers unlimited queries, filings, transcripts, advanced screening, real-time data, and 5 seats; Enterprise adds API access, private-data integrations, and enhanced security. A free 14-day trial is included.
- Enterprise-grade private data handling: connectors for SharePoint, OneDrive, and Google Drive; role-based access control, audit logs, SIEM export, and IDP integrations (Okta, Azure AD, Google Workspace). Vendor promises no training on customer data; AES-256 at rest and TLS 1.2+ in transit.
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.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Fintool
Distinct strengths include:
- Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations.
- Built-in company screener and watchlists, plus workflow tools and sharable watchlists.
- Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events.
- Plan structure: Regular plan covers unlimited queries, filings, transcripts, advanced screening, real-time data, and 5 seats; Enterprise adds API access, private-data integrations, and enhanced security. A free 14-day trial is included.
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 | Fintool | Quartr |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Transcripts, Watchlist, AI Chat, Data APIs, APIs & SDKs Unique: Financials, Screeners, AI Report, AI Earnings Summary | Shared: Transcripts, Watchlist, AI Chat, Data APIs, APIs & SDKs Unique: Improved Filings, AI, Calendar, Alerts, Webhooks |
Asset types Supported asset classes and universes | Stocks | Stocks |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web, Mobile, API |
Pricing High-level pricing models | Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Highlighted |
Frequently Asked Questions
Which workflows do Fintool and Quartr both support?
Both platforms cover Transcripts, Watchlist, AI Chat, Data APIs, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Quartr offers a free entry point, while Fintool requires a paid subscription. Review the pricing table to see how the paid tiers compare.
Which tool has mobile access?
Quartr ships a dedicated mobile experience, while Fintool focuses on web or desktop access.
What unique strengths set the two platforms apart?
Fintool differentiates itself with Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations., Built-in company screener and watchlists, plus workflow tools and sharable watchlists., and Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events., 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..
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.