VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Fiscal.ai vs Quartr comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Fiscal.ai adds Screeners, Data Visualizations, Stock Comparison, Portfolio, Dividends, Splits, Financials, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, Institutional Data, 13F, and Valuation Models coverage that Quartr skips.

Quartr includes Improved Filings, AI, AI Chat, APIs & SDKs, and Webhooks categories that Fiscal.ai omits.

Fiscal.ai highlights: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..

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..

Fiscal.ai

fiscal.ai

Editor’s pick Hands-on review

A global equities and funds data platform enhanced with AI-driven summaries and Copilot tools. Features range from screeners and dashboards to analyst estimates, ownership datasets, and filings. Plans are gated by data history, AI prompt limits, event counts, and export access. Enterprise unlocks click-through auditability into source filings and U.S. as-reported views, with exports rolling out internationally. The API provides fundamentals, KPIs, and delayed pricing. SOC 2 Type II certified with a public status page.

Platforms

Web

Mobile

API

Pricing

Free

Subscription

Quick highlights

Global market coverage for more than 100,000 stocks, ETFs, and funds.
Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier.
AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers.
Analyst data including forward estimates, revisions, price targets, and ratings.
Investor-relations coverage with earnings call audio, transcripts, slide decks, filings, and corporate events, with higher tiers removing event caps.

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Quartr

quartr.com

Editor’s pick Hands-on review

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

Web

Mobile

API

Pricing

Free

Subscription

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)

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Overlap

Shared focus areas

5 overlaps

Mutual strengths include Watchlist, Alerts, and Calendar plus 2 more areas.

Where they differ

Fiscal.ai

Distinct strengths include:

Global market coverage for more than 100,000 stocks, ETFs, and funds.
Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier.
AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers.
Analyst data including forward estimates, revisions, price targets, and ratings.

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	Fiscal.ai	Quartr
Categories Which research workflows each platform targets	Shared: Watchlist, Alerts, Calendar, Transcripts, Data APIs Unique: Screeners, Data Visualizations, Stock Comparison, Portfolio, Dividends, Splits, Financials, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, Institutional Data, 13F, Valuation Models	Shared: Watchlist, Alerts, Calendar, Transcripts, Data APIs Unique: Improved Filings, AI, AI Chat, APIs & SDKs, Webhooks
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds	Stocks
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, API	Web, Mobile, API
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Global market coverage for more than 100,000 stocks, ETFs, and funds. Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier. AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers. Analyst data including forward estimates, revisions, price targets, and ratings. Investor-relations coverage with earnings call audio, transcripts, slide decks, filings, and corporate events, with higher tiers removing event caps. Ownership datasets spanning insider transactions, institutional holdings, and 13F filings.	Unique 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. Free mobile app with watchlists, personalized newsfeeds, consensus estimates, revenue segment breakdowns, offline listening, and curated company lists.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Highlighted

Frequently Asked Questions

Which workflows do Fiscal.ai and Quartr both support?

Both platforms cover Watchlist, Alerts, Calendar, Transcripts, and Data APIs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Fiscal.ai and Quartr require subscriptions?

Both Fiscal.ai and Quartr keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Fiscal.ai and Quartr?

Both Fiscal.ai and Quartr support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

Fiscal.ai differentiates itself with Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., 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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