VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Koyfin vs Quartr comparison

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

Quick takeaways

Koyfin adds Screeners, ETF Screeners, Data Visualizations, News, Financials, ETF Overview, ETF Performance, ETF Holdings, ETF Overlap, ETF Fundamentals, ETF Valuation, Portfolio, Short Interest, and Dividends coverage that Quartr skips.

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

Koyfin highlights: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..

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..

Koyfin

koyfin.com

Editor’s pick Hands-on review

Global market analytics platform combining screeners, financials, charting, news, and portfolio tools. US equity data is a mix of live and 15-minute delayed quotes, Canada is delayed 15 minutes, and other markets are end-of-day. CSV exports are available, but certain fields such as detailed financials and analyst estimates are restricted. Advisor plans add client portfolio management, custodian integrations, and professional reporting. Options functionality is announced but not yet live.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison.
Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day.
Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted.
Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Mobile apps for iOS and Android with synced watchlists, price alerts, and access to core features.

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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.

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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Alerts, Calendar, and Transcripts plus 1 more area.

Where they differ

Koyfin

Distinct strengths include:

Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison.
Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day.
Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted.
Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).

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	Koyfin	Quartr
Categories Which research workflows each platform targets	Shared: Alerts, Calendar, Transcripts, Watchlist Unique: Screeners, ETF Screeners, Data Visualizations, News, Financials, ETF Overview, ETF Performance, ETF Holdings, ETF Overlap, ETF Fundamentals, ETF Valuation, Portfolio, Short Interest, Dividends	Shared: Alerts, Calendar, Transcripts, Watchlist Unique: Improved Filings, AI, AI Chat, Data APIs, APIs & SDKs, Webhooks
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Commodities, Currencies, 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	Web, Mobile, API
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison. Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day. Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted. Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited). Mobile apps for iOS and Android with synced watchlists, price alerts, and access to core features. Portfolio and Model Portfolios with analytics including performance, drawdown, beta, and correlations. Advisor plans include client-ready PDF reports with tiered monthly limits.	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 Koyfin and Quartr both support?

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

Do Koyfin and Quartr require subscriptions?

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

How can you access Koyfin and Quartr?

Both Koyfin 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?

Koyfin differentiates itself with Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., 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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