Quartr adds Transcripts, Improved Filings, AI, AI Chat, Alerts, Data APIs, APIs & SDKs, Webhooks, and Watchlist coverage that The Zen of Investing skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
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Sunday, October 5, 2025
Head-to-head
Quartr vs The Zen of Investing comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
The Zen of Investing includes Spin-offs, and Blogs 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..
The Zen of Investing is known for: Covers U.S. spinoffs and select international cases, with a clear focus on special situations., “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings., and “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks..
Quartr ships a mobile app. The Zen of Investing is web/desktop only.
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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The Zen of Investing
thezenofinvesting.com
A free, niche site dedicated to spinoffs and special situations. It maintains curated lists of upcoming and recent spinoffs, often linking directly to investor decks, prospectuses, and filings. The site also offers RSS feeds for SEC prospectus and tender-offer filings, making it a useful resource for event-driven investors. No subscriptions, paywalls, or API access are offered.
Platforms
Web
Pricing
Free
Quick highlights
- Covers U.S. spinoffs and select international cases, with a clear focus on special situations.
- “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings.
- “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks.
- Archives investor-relations PDFs from major spinoff companies, such as DuPont or GE Vernova.
- Publishes RSS feeds that surface SEC prospectus and tender-offer filings for easy monitoring.
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Overlap
Shared focus areas
1 overlapBoth tools cover this research theme.
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.
The Zen of Investing
Distinct strengths include:
- Covers U.S. spinoffs and select international cases, with a clear focus on special situations.
- “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings.
- “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks.
- Archives investor-relations PDFs from major spinoff companies, such as DuPont or GE Vernova.
Feature-by-feature breakdown
| Attribute | Quartr | The Zen of Investing |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Calendar Unique: Transcripts, Improved Filings, AI, AI Chat, Alerts, Data APIs, APIs & SDKs, Webhooks, Watchlist | Shared: Calendar Unique: Spin-offs, Blogs |
Asset types Supported asset classes and universes | Stocks | Stocks |
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 |
Pricing High-level pricing models | Free, Subscription | Free |
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 The Zen of Investing both support?
Both platforms cover Calendar workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Quartr and The Zen of Investing require subscriptions?
Both Quartr and The Zen of Investing 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 The Zen of Investing 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 The Zen of Investing stands out for Covers U.S. spinoffs and select international cases, with a clear focus on special situations., “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings., and “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks..
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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.