MesoSim adds Backtesting, Options & Derivatives, Data Visualizations, and Paper Trading coverage that Quartr skips.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Friday, December 26, 2025
Tool Comparison
MesoSim vs Quartr comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Quartr includes Financials, Transcripts, Analyst Forecasts, Calendar, Alerts, Watchlist, AI Earnings Summary, Notes & Highlights, Shared Workspaces, Citations & Source Pinning, Data APIs, Webhooks, Blogs, Newsletters, and Education categories that MesoSim omits.
Quartr offers mobile access, which MesoSim skips.
In depth comparison
MesoSim
mesosim.io
Options strategy backtesting SaaS with low-code strategy definitions, observability (events log), risk graphs/Greeks, margin reporting, an options valuation model/solver, and an implied-volatility surface viewer. Plan gating: Free includes 25 runs; Standard ($1000/yr) unlocks unlimited SPX + BTCUSD/ETHUSD options backtests plus sharing/exports and 1 MesoLive paper-trading account; Advanced ($1250/yr) adds RUT/VIX/GLD, margin models, vol surface/HD risk graphs, and hourly risk traces (plus up to 2 paper accounts). Live trade execution is a paid MesoLive add-on; API access is FundPro-only.
Platforms
Pricing
Quick highlights
- Advanced options strategy backtesting service built around a low-code workflow.
- Strategy Definition schema supports multi-leg structures plus entry/exit/adjustments and simulator controls (fill model, commissions/slippage, margin, position monitoring).
- TradFi instruments documented for simulation: SPX (data from 2010), RUT/VIX (data from 2012), and GLD (data from 2012), with index vs equity option modeling notes.
- Published data availability + vendors and resolution (5-minute): SPX/RUT/VIX/GLD sourced from Cboe Global Markets; BTCUSD/ETHUSD (and historical SOLUSD) sourced from Deribit.
- Position Monitor provides 2D/3D risk graphs, PnL, and Greeks, with trace collection intervals (Off/Daily/Hourly).
Community votes (overall)
Quartr
quartr.com
Qualitative public‑market research platform focused on investor relations material: live earnings calls, real‑time transcripts, filings, slide decks, analyst estimates, and AI chat across 13k+ public companies. Mobile app is free; Quartr Pro (desktop) and Quartr API are commercial products with dataset access, exports, and API/webhook usage gated by subscription contracts and plan‑level permissions.
Categories
Platforms
Pricing
Quick highlights
- Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable.
- Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features.
- Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars.
- Quartr Pro is a desktop/web research platform used by hedge funds, asset managers, equity research and IR teams to search across all transcripts, filings, reports and slides at once, track narrative shifts, and conduct qualitative public-market research with significantly reduced manual document work.
- AI chat built on first‑party IR material lets users ask anything across public companies globally and get instant answers and event summaries, with every quote, metric and slide fully traceable back to the original document or audio source.
Community votes (overall)
Where they differ
MesoSim
Distinct strengths include:
- Advanced options strategy backtesting service built around a low-code workflow.
- Strategy Definition schema supports multi-leg structures plus entry/exit/adjustments and simulator controls (fill model, commissions/slippage, margin, position monitoring).
- TradFi instruments documented for simulation: SPX (data from 2010), RUT/VIX (data from 2012), and GLD (data from 2012), with index vs equity option modeling notes.
- Published data availability + vendors and resolution (5-minute): SPX/RUT/VIX/GLD sourced from Cboe Global Markets; BTCUSD/ETHUSD (and historical SOLUSD) sourced from Deribit.
Quartr
Distinct strengths include:
- Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable.
- Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features.
- Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars.
- Quartr Pro is a desktop/web research platform used by hedge funds, asset managers, equity research and IR teams to search across all transcripts, filings, reports and slides at once, track narrative shifts, and conduct qualitative public-market research with significantly reduced manual document work.
Feature-by-feature breakdown
| Attribute | MesoSim | Quartr |
|---|---|---|
Categories Which research workflows each platform targets | Shared: APIs & SDKs, AI, AI Chat Unique: Backtesting, Options & Derivatives, Data Visualizations, Paper Trading | Shared: APIs & SDKs, AI, AI Chat Unique: Financials, Transcripts, Analyst Forecasts, Calendar, Alerts, Watchlist, AI Earnings Summary, Notes & Highlights, Shared Workspaces, Citations & Source Pinning, Data APIs, Webhooks, Blogs, Newsletters, Education |
Asset types Supported asset classes and universes | Options, Cryptos | Stocks |
Experience levels Who each product is built for | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web, Mobile, API |
Pricing High-level pricing models | Free, Subscription | 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 MesoSim and Quartr both support?
Both platforms cover APIs & SDKs, AI, and AI Chat workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do MesoSim and Quartr require subscriptions?
Both MesoSim 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 MesoSim focuses on web or desktop access.
What unique strengths set the two platforms apart?
MesoSim differentiates itself with Advanced options strategy backtesting service built around a low-code workflow., Strategy Definition schema supports multi-leg structures plus entry/exit/adjustments and simulator controls (fill model, commissions/slippage, margin, position monitoring)., and TradFi instruments documented for simulation: SPX (data from 2010), RUT/VIX (data from 2012), and GLD (data from 2012), with index vs equity option modeling notes., whereas Quartr stands out for Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., and Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars..
Keep exploring
Keep exploring
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Recommended tools
These profiles share overlapping coverage with both sides of this matchup.
- Fiscal.aiEditor's pickHands-on review
Overlap: Data Visualizations, Watchlist, and Financials.
Data VisualizationsWatchlistFinancials - GuruFocusEditor's pickHands-on review
Overlap: Data Visualizations, Backtesting, and Alerts.
Data VisualizationsBacktestingAlerts - TradingViewEditor's pickHands-on review
Overlap: Data Visualizations, Options & Derivatives, and Watchlist.
Data VisualizationsOptions & DerivativesWatchlist - KoyfinEditor's pickHands-on review
Overlap: Data Visualizations, Watchlist, and Backtesting.
Data VisualizationsWatchlistBacktesting - StockopediaEditor's pickHands-on review
Overlap: Financials, Data Visualizations, and Analyst Forecasts.
FinancialsData VisualizationsAnalyst Forecasts - TIKREditor's pickHands-on review
Overlap: Data Visualizations, Watchlist, and Alerts.
Data VisualizationsWatchlistAlerts
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.