VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, December 7, 2025

Tool Comparison

Quartr vs Tweenvest comparison

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

Quick takeaways

Quartr adds Alerts, AI Chat, AI Earnings Summary, Notes & Highlights, Shared Workspaces, Citations & Source Pinning, Data APIs, APIs & SDKs, Webhooks, Blogs, Newsletters, and Education coverage that Tweenvest skips.

Tweenvest includes Screeners, Scores, Valuation Models, Portfolio, News, and Dividends categories that Quartr omits.

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

In depth comparison

Quartr

quartr.com

Editor’s pick Hands-on review

Qualitative public‑market research platform focused on investor relations material: live earnings calls, real‑time transcripts, filings, slide decks, analyst estimates, and AI chat across 13k+ public companies. Mobile app is free; Quartr Pro (desktop) and Quartr API are commercial products with dataset access, exports, and API/webhook usage gated by subscription contracts and plan‑level permissions.

Platforms

WebMobileAPI

Pricing

FreeSubscription

Quick highlights

Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable.
Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features.
Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars.
Quartr Pro is a desktop/web research platform used by hedge funds, asset managers, equity research and IR teams to search across all transcripts, filings, reports and slides at once, track narrative shifts, and conduct qualitative public-market research with significantly reduced manual document work.
AI chat built on first‑party IR material lets users ask anything across public companies globally and get instant answers and event summaries, with every quote, metric and slide fully traceable back to the original document or audio source.

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Tweenvest

tweenvest.com

Hands-on review

Equity research and portfolio platform based in Spain, offering global stock and ETF coverage. Features and markets scale by plan: Pro adds a single portfolio, Pro+ expands to unlimited portfolios and positions (with ETF support and a dividend calendar), and Unlimited unlocks worldwide coverage, full screener access, all transcripts, analyst estimates, projection editing, and AI summaries.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Global equity database covering more than 100,000 stocks, refreshed daily.
Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier.
Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum.
Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above.
Access to company transcripts: Free and Pro plans get the latest transcript, while Unlimited includes the full archive.

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Where they differ

Quartr

Distinct strengths include:

Alerts AI Chat AI Earnings Summary Notes & Highlights Shared Workspaces Citations & Source Pinning Data APIs APIs & SDKs

Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable.
Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features.
Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars.
Quartr Pro is a desktop/web research platform used by hedge funds, asset managers, equity research and IR teams to search across all transcripts, filings, reports and slides at once, track narrative shifts, and conduct qualitative public-market research with significantly reduced manual document work.

Tweenvest

Distinct strengths include:

Screeners Scores Valuation Models Portfolio News Dividends

Global equity database covering more than 100,000 stocks, refreshed daily.
Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier.
Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum.
Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above.

Feature-by-feature breakdown

Attribute	Quartr	Tweenvest
Categories Which research workflows each platform targets	Shared: Financials, Transcripts, Analyst Forecasts, Calendar, Watchlist, AI Unique: Alerts, AI Chat, AI Earnings Summary, Notes & Highlights, Shared Workspaces, Citations & Source Pinning, Data APIs, APIs & SDKs, Webhooks, Blogs, Newsletters, Education	Shared: Financials, Transcripts, Analyst Forecasts, Calendar, Watchlist, AI Unique: Screeners, Scores, Valuation Models, Portfolio, News, Dividends
Asset types Supported asset classes and universes	Stocks	Stocks, ETFs
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, Subscription
Key features Core capabilities called out by each vendor	Unique Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable. Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features. Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars. Quartr Pro is a desktop/web research platform used by hedge funds, asset managers, equity research and IR teams to search across all transcripts, filings, reports and slides at once, track narrative shifts, and conduct qualitative public-market research with significantly reduced manual document work. AI chat built on first‑party IR material lets users ask anything across public companies globally and get instant answers and event summaries, with every quote, metric and slide fully traceable back to the original document or audio source. Workspaces in Quartr Pro let users drag and drop transcript snippets, report pages, and slides into projects, add notes and comments, keep research private or share with colleagues, and maintain an organized library of qualitative research in one place.	Unique Global equity database covering more than 100,000 stocks, refreshed daily. Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier. Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum. Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above. Access to company transcripts: Free and Pro plans get the latest transcript, while Unlimited includes the full archive. Analyst estimates, editable projections, and AI-generated summaries are included in the Unlimited plan.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do Quartr and Tweenvest both support?

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

Do Quartr and Tweenvest require subscriptions?

Both Quartr and Tweenvest 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 Tweenvest focuses on web or desktop access.

What unique strengths set the two platforms apart?

Quartr differentiates itself with Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., and Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars., whereas Tweenvest stands out for Global equity database covering more than 100,000 stocks, refreshed daily., Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier., and Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum..

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