Tool Comparison
Quartr vs Smartfin
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You want analyst forecasts, AI chat, and notes & highlights.
- Paid from
- $8.33/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want stock ideas, scores, and data visualizations.
Pick Quartr if
Quartr
Free • Contact for pricing · Web · Mobile · API
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You want analyst forecasts, AI chat, and notes & highlights.
Pick Smartfin if
Smartfin
Free • From $8.33/mo · Web
- You want stock ideas, scores, and data visualizations.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Quartr and Smartfin cover a lot of the same ground (6 shared categories, including financials, transcripts, and calendar), so for the basics you won't go far wrong with either. Quartr simply does more: 16 categories to Smartfin's 12, including analyst forecasts, AI chat, and notes & highlights, plus a mobile app. Smartfin counters by keeping things simpler.
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Key differences at a glance
- Mobile app
- Quartr
- Broader coverage
- Quartr16 vs 12 categories
- API access
- Quartr
- Global coverage
- Quartr
- Free plan
- Both
What Quartr does best
- Research coverage for investor-relations material across public companies, including live and recorded earnings calls, transcripts, filings, reports, slide presentations, summaries, and segment data.
- The free iOS and Android app for live calls, recorded calls, searchable transcripts, analyst estimates, valuation multiples, segment splits, watchlists, and offline downloads.
- Monitor earnings calendars, watchlists, dashboards, keyword alerts, and notifications when companies, competitors, products, or events are mentioned.
- Quartr Pro to search across transcripts, filings, reports, and slides in one desktop workspace, then track narrative shifts and source passages quickly.
- Support for asking AI chat questions across first-party IR material and trace answers, quotes, metrics, and slides back to the original document or audio source.
What Smartfin does best
- AI overviews summarize positives, negatives, recent financials, trends, and sector context.
- Scores compare value, profit, growth, and financial-health metrics with companies in the same sector.
- The visual explorer supports annual and quarterly charts, more than 200 metrics and ratios, and image downloads.
- Available financial history depends on plan: five years on Starter, ten years on Premium, and more than 30 years on Pro.
- Email and in-app alerts cover insider trades and analyst price-target changes.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Contact for pricing | Free • From $8.33/mo |
Free tier | Yes | Yes |
Free trial | — | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Broker sync | No | — |
Integrations | MarketBeat | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Best for | Retail Traders, Pro Retail +8 more | — |
Categories covered | 16 | 12 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | Latency: Streaming and Real-time | Latency: Real-time and End of Day and Granularity: EOD |
Data partners | MarketBeat | — |
Capabilities | Citation pinning and AI summaries: Transcripts | AI summaries: Filings |
Security | Status page | — |
| Try it | Visit Quartr | Visit Smartfin |
Standout features
The best features of Quartr and Smartfin.ShowHide
Standout features
What Quartr does best
- Research coverage for investor-relations material across public companies, including live and recorded earnings calls, transcripts, filings, reports, slide presentations, summaries, and segment data.
- The free iOS and Android app for live calls, recorded calls, searchable transcripts, analyst estimates, valuation multiples, segment splits, watchlists, and offline downloads.
- Monitor earnings calendars, watchlists, dashboards, keyword alerts, and notifications when companies, competitors, products, or events are mentioned.
- Quartr Pro to search across transcripts, filings, reports, and slides in one desktop workspace, then track narrative shifts and source passages quickly.
- Support for asking AI chat questions across first-party IR material and trace answers, quotes, metrics, and slides back to the original document or audio source.
What Smartfin does best
- AI overviews summarize positives, negatives, recent financials, trends, and sector context.
- Scores compare value, profit, growth, and financial-health metrics with companies in the same sector.
- The visual explorer supports annual and quarterly charts, more than 200 metrics and ratios, and image downloads.
- Available financial history depends on plan: five years on Starter, ten years on Premium, and more than 30 years on Pro.
- Email and in-app alerts cover insider trades and analyst price-target changes.
All details
Every attribute we track for Quartr and Smartfin.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsAnalysts+2 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: USExchanges: XNYS and XNASIdentifiers: Ticker |
| Data | ||
Data freshness | StreamingReal-time | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | MarketBeat | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyWebhooksDocs | Not specified |
Integrations | MarketBeat | Not specified |
Export formats | JSONPDF | Image |
| Plans & trust | ||
Security & compliance | Status page | Not specified |
Capability signals | Citation pinningAI summaries: Transcripts | AI summaries: Filings |
Vendor & support | Quartr ABCountry: SwedenFounded 2020 | SmartfinSupport: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 3/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Mobile app” | Free“Starter” |
| Entry paid plan | — | $8.33/mo“Premium” |
| Top plan | — | $16.99/mo“Pro” |
| Custom / enterprise | Contact sales“Quartr Pro” | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Quartr and Smartfin?
Quartr leans toward financials, transcripts, and analyst forecasts, while Smartfin puts more weight on stock ideas, financials, and scores. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Quartr and Smartfin cost?
Good news: both Quartr and Smartfin have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Quartr or Smartfin?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Can I use Quartr or Smartfin on my phone?
Quartr lists a dedicated mobile app, so it travels better. Smartfin doesn't list a dedicated mobile app; its documented access is web.
Does Quartr or Smartfin have an API?
Quartr has an API for programmatic access and custom integrations. Smartfin doesn't, so you're working through its interface.
Should I choose Quartr or Smartfin?
It depends on what you're after. Pick Quartr if analyst forecasts and AI chat matter to you; go with Smartfin if you'd rather have stock ideas and scores. And if you only need the basics both share, let price decide.
Do Quartr and Smartfin offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Quartr or Smartfin?
Quartr has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Smartfin is more region-specific, mainly North America.
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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.