VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Quartr and Reflexivity will find that Both Quartr and Reflexivity concentrate on Transcripts, AI, and AI Chat workflows, making them natural alternatives for similar investment research jobs. Quartr leans into Improved Filings, Calendar, and Webhooks, which can be decisive for teams that need depth over breadth. Reflexivity stands out with Screeners, Quant, and Performance Attribution 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
Quartr vs Reflexivity
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Quartr adds Improved Filings, Calendar, Webhooks, and Watchlist coverage that Reflexivity skips.
- Reflexivity includes Screeners, Quant, Performance Attribution, Scenario & Stress Tests, Portfolio, Backtesting, News, and AI Report categories that Quartr omits.
- Quartr 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., and AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document..
- Reflexivity is known for: Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..
- Quartr has a free tier, while Reflexivity requires a paid plan.
- Quartr ships a mobile app. Reflexivity is web/desktop only.
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.
Reflexivity
reflexivity.com
Reflexivity is a sales-led enterprise platform (annual subscription) designed for institutions. Deep Research features are still in beta and not enabled for all accounts. All listed data sources (S&P Global, Refinitiv, Nasdaq, Cboe, etc.) are included out of the box—no separate contracts required.
Categories
Platforms
Pricing
Quick highlights
- Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts.
- Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
- Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
- Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
- Scenario Analysis allows backtesting and stress testing with 50+ years of historical market data. Users can model custom scenarios and view results in real time.
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
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.
Reflexivity
Distinct strengths include:
- Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts.
- Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
- Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
- Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
Feature-by-feature breakdown
| Attribute | Quartr | Reflexivity |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Transcripts, AI, AI Chat, Alerts, Data APIs, APIs & SDKs Unique: Improved Filings, Calendar, Webhooks, Watchlist | Shared: Transcripts, AI, AI Chat, Alerts, Data APIs, APIs & SDKs Unique: Screeners, Quant, Performance Attribution, Scenario & Stress Tests, Portfolio, Backtesting, News, AI Report |
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs, Bonds, Commodities, Currencies |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile, API | Web, API |
Pricing High-level pricing models | Free, Subscription | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Not yet |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Quartr and Reflexivity both support?
Both platforms cover Transcripts, AI, AI Chat, Alerts, 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 Reflexivity 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 Reflexivity focuses on web or desktop access.
What unique strengths set the two platforms apart?
Quartr differentiates itself with 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., whereas Reflexivity stands out for Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..
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.