VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Tuesday, October 28, 2025

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Tool Comparison

Quartr vs Smartfin comparison

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

Quick takeaways

Quartr adds Improved Filings, AI, AI Chat, Data APIs, APIs & SDKs, and Webhooks coverage that Smartfin skips.

Smartfin includes Stock Ideas, Financials, Scores, Data Visualizations, Checklist, Insider Data, Analyst Price Targets, and AI Business Summary categories that Quartr omits.

Quartr ships a mobile app. Smartfin is web/desktop only.

In depth comparison

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

WebMobileAPI

Pricing

FreeSubscription

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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Smartfin

thesmartfin.com

Beginner‑friendly stock research platform focused on fundamentals: visual financials, sector‑adjusted scoring (value/profit/growth/health), AI company snapshots, curated stock lists, and real‑time alerts for insider trades & analyst price‑target changes. US‑stocks centric; no brokerage sync or advanced risk/quant features.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover.
Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings.
Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts.
Real‑time alerts for insider trades and analyst price‑target changes; customizable watchlists.
Event hub for tracked tickers (earnings, SEC filings, transcripts) and a lightweight research checklist.

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Where they differ

Quartr

Distinct strengths include:

Improved Filings AI AI Chat Data APIs APIs & SDKs Webhooks

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.

Smartfin

Distinct strengths include:

Stock Ideas Financials Scores Data Visualizations Checklist Insider Data Analyst Price Targets AI Business Summary

AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover.
Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings.
Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts.
Real‑time alerts for insider trades and analyst price‑target changes; customizable watchlists.

Feature-by-feature breakdown

Attribute	Quartr	Smartfin
Categories Which research workflows each platform targets	Shared: Transcripts, Calendar, Alerts, Watchlist Unique: Improved Filings, AI, AI Chat, Data APIs, APIs & SDKs, Webhooks	Shared: Transcripts, Calendar, Alerts, Watchlist Unique: Stock Ideas, Financials, Scores, Data Visualizations, Checklist, Insider Data, Analyst Price Targets, AI Business Summary
Asset types Supported asset classes and universes	Stocks	Stocks
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate
Platforms Where you can access the product	Web, Mobile, API	Web
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	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.	Unique AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover. Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings. Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts. Real‑time alerts for insider trades and analyst price‑target changes; customizable watchlists. Event hub for tracked tickers (earnings, SEC filings, transcripts) and a lightweight research checklist. Curated ‘Stock Lists’ (e.g., top dividend, top AI, top market cap) focused on U.S. markets.
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 Smartfin both support?

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

Do Quartr and Smartfin require subscriptions?

Both Quartr and Smartfin 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 Smartfin 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 Smartfin stands out for AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover., Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings., and Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts..

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