VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Quartr vs Stock Rover 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 Stock Rover skips.

Stock Rover includes Screeners, ETF Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Correlation, Monte Carlo, Portfolio, News, Dividends, Financials, Scores, Valuation Models, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Analyst Recommendations, Analyst Price Targets, Education, and Videos 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..

Stock Rover is known for: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..

Quartr logo

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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Stock Rover logo

Stock Rover

stockrover.com

Editor’s pick Hands-on review

A full-featured US and Canada equity, ETF, and mutual fund research suite. Stock Rover shines with its massive metrics library (up to 700 in Premium Plus), flexible screeners, portfolio analytics, fair value and margin of safety models, and detailed Insight panels with fundamentals, analyst ratings, news, and transcripts. It also offers Monte Carlo simulations, rebalancing tools, and downloadable PDF research reports. Broker sync and CSV imports make it easy to keep portfolios up to date, while exports to Excel or charts let you take analysis anywhere.

Platforms

Web
Mobile

Pricing

Free
Subscription

Quick highlights

  • Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier).
  • Flexible screening: ranked screening, historical screening, and custom equation builders.
  • Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support.
  • Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
  • Fair Value and Margin of Safety models, alongside quantitative scores for value, growth, quality, sentiment, and more.

Community votes (overall)

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Overlap

Shared focus areas

4 overlaps

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

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.

Stock Rover

Distinct strengths include:

  • Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier).
  • Flexible screening: ranked screening, historical screening, and custom equation builders.
  • Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support.
  • Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.

Feature-by-feature breakdown

AttributeQuartrStock Rover
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: Screeners, ETF Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Correlation, Monte Carlo, Portfolio, News, Dividends, Financials, Scores, Valuation Models, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Analyst Recommendations, Analyst Price Targets, Education, Videos

Asset types

Supported asset classes and universes

Stocks

Stocks, ETFs, Mutual Funds

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile, API

Web, Mobile

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

  • Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier).
  • Flexible screening: ranked screening, historical screening, and custom equation builders.
  • Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support.
  • Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
  • Fair Value and Margin of Safety models, alongside quantitative scores for value, growth, quality, sentiment, and more.
  • Research Reports add-on covers 7,000+ US and Canadian stocks, available interactively or as downloadable PDFs.
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 Quartr and Stock Rover 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 Stock Rover require subscriptions?

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

How can you access Quartr and Stock Rover?

Both Quartr and Stock Rover 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?

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 Stock Rover stands out for Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..

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.