VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Friday, October 10, 2025

Head-to-head

Interactive Brokers vs Quartr comparison

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

Quick takeaways

Interactive Brokers adds Brokerage, Paper Trading, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, Portfolio, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, Performance Attribution, and Options & Derivatives coverage that Quartr skips.

Quartr includes Transcripts, Improved Filings, AI, AI Chat, Calendar, Alerts, and Webhooks categories that Interactive Brokers omits.

Interactive Brokers highlights: Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., and Market depth (Level II) and full order book views via Trader Workstation (TWS)..

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 Interactive Brokers lacks.

Interactive Brokers logo

Interactive Brokers

interactivebrokers.co.uk

Editor’s pick Hands-on review

A global, multi-asset direct-access broker with coverage across 160 markets in 36 countries and 28 currencies. Crypto trading and some services vary by region (IBKR Crypto is powered by Paxos or Zero Hash where supported). Client APIs include the Client Portal Web API and TWS API; retail users authenticate via the local Client Portal Gateway, while OAuth2 applies to approved web integrations.

Platforms

Web
Mobile
Desktop
API

Pricing

Other

Quick highlights

  • Single universal account providing access to around 160 markets across 36 countries and 28 currencies.
  • More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing.
  • Market depth (Level II) and full order book views via Trader Workstation (TWS).
  • Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.
  • Risk Navigator for real-time portfolio risk, Value-at-Risk, and what-if scenario analysis.

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Quartr logo

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

3 overlaps

Mutual strengths include APIs & SDKs, Data APIs, and Watchlist.

Where they differ

Interactive Brokers

Distinct strengths include:

  • Single universal account providing access to around 160 markets across 36 countries and 28 currencies.
  • More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing.
  • Market depth (Level II) and full order book views via Trader Workstation (TWS).
  • Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.

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

AttributeInteractive BrokersQuartr
Categories

Which research workflows each platform targets

Shared: APIs & SDKs, Data APIs, Watchlist

Unique: Brokerage, Paper Trading, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, Portfolio, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, Performance Attribution, Options & Derivatives

Shared: APIs & SDKs, Data APIs, Watchlist

Unique: Transcripts, Improved Filings, AI, AI Chat, Calendar, Alerts, Webhooks

Asset types

Supported asset classes and universes

Stocks, ETFs, Options, Futures, Bonds, Mutual Funds, Currencies, Commodities, Cryptos

Stocks

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile, Desktop, API

Web, Mobile, API

Pricing

High-level pricing models

Other

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Single universal account providing access to around 160 markets across 36 countries and 28 currencies.
  • More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing.
  • Market depth (Level II) and full order book views via Trader Workstation (TWS).
  • Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.
  • Risk Navigator for real-time portfolio risk, Value-at-Risk, and what-if scenario analysis.
  • Portfolio Rebalancer tool to realign or target allocation weights across accounts.

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 Interactive Brokers and Quartr both support?

Both platforms cover APIs & SDKs, Data APIs, and Watchlist 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 Interactive Brokers requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Interactive Brokers and Quartr?

Both Interactive Brokers 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?

Interactive Brokers differentiates itself with Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., and Market depth (Level II) and full order book views via Trader Workstation (TWS)., 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.