VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 19, 2025

View QuartrView Wise (Interest & Stocks) Home My Collections

Head-to-head

Quartr vs Wise (Interest & Stocks) comparison

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

Quick takeaways

Quartr adds Transcripts, Improved Filings, AI, AI Chat, Calendar, Alerts, Data APIs, Webhooks, and Watchlist coverage that Wise (Interest & Stocks) skips.

Wise (Interest & Stocks) includes Wealth Management, and Downloadable Tax Reports 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..

Wise (Interest & Stocks) is known for: Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk., Stocks: one-fund exposure via BlackRock’s iShares World Equity Index Fund (LU) Class N2 EUR, with currency conversions handled automatically., and Transparent Interest service fees shown per currency (e.g., GBP/EUR/USD) and subject to change..

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.

Community votes (overall)

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Wise (Interest & Stocks) logo

Wise (Interest & Stocks)

wise.com

Investing features vary by country. In the UK/EEA, Interest allocates to government money-market funds; in the US, Interest is a bank program with pass-through FDIC insurance (not an investment). “Stocks” is a single BlackRock iShares World Equity Index mutual fund where available. Settlement speed (instant vs non-instant) and whether you invest from Balances or Jars differ by market. Fees are published per currency; Stocks adds a Wise service fee on top of the fund’s OCF.

Platforms

Web
Mobile
API

Pricing

Free
Other

Quick highlights

  • Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
  • Stocks: one-fund exposure via BlackRock’s iShares World Equity Index Fund (LU) Class N2 EUR, with currency conversions handled automatically.
  • Transparent Interest service fees shown per currency (e.g., GBP/EUR/USD) and subject to change.
  • Stocks includes a Wise service fee in addition to the fund’s ongoing charges.
  • Availability, access speed (instant vs non-instant), and Balances vs Jars investing differ by country.

Community votes (overall)

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Overlap

Shared focus areas

1 overlap

Both tools cover this research theme.

Where they differ

Quartr

Distinct strengths include:

Transcripts
Improved Filings
AI
AI Chat
Calendar
Alerts
Data APIs
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.

Wise (Interest & Stocks)

Distinct strengths include:

Wealth Management
Downloadable Tax Reports
  • Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
  • Stocks: one-fund exposure via BlackRock’s iShares World Equity Index Fund (LU) Class N2 EUR, with currency conversions handled automatically.
  • Transparent Interest service fees shown per currency (e.g., GBP/EUR/USD) and subject to change.
  • Stocks includes a Wise service fee in addition to the fund’s ongoing charges.

Feature-by-feature breakdown

AttributeQuartrWise (Interest & Stocks)
Categories

Which research workflows each platform targets

Shared: APIs & SDKs

Unique: Transcripts, Improved Filings, AI, AI Chat, Calendar, Alerts, Data APIs, Webhooks, Watchlist

Shared: APIs & SDKs

Unique: Wealth Management, Downloadable Tax Reports

Asset types

Supported asset classes and universes

Stocks

Mutual Funds, Currencies

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, API

Pricing

High-level pricing models

Free, Subscription

Free, Other

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

  • Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
  • Stocks: one-fund exposure via BlackRock’s iShares World Equity Index Fund (LU) Class N2 EUR, with currency conversions handled automatically.
  • Transparent Interest service fees shown per currency (e.g., GBP/EUR/USD) and subject to change.
  • Stocks includes a Wise service fee in addition to the fund’s ongoing charges.
  • Availability, access speed (instant vs non-instant), and Balances vs Jars investing differ by country.
  • US Interest: opt-in bank program with pass-through FDIC insurance via partner banks—classified as a banking feature, not an investment product.
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 Wise (Interest & Stocks) both support?

Both platforms cover APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Quartr and Wise (Interest & Stocks) require subscriptions?

Both Quartr and Wise (Interest & Stocks) keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Quartr and Wise (Interest & Stocks)?

Both Quartr and Wise (Interest & Stocks) 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 Wise (Interest & Stocks) stands out for Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk., Stocks: one-fund exposure via BlackRock’s iShares World Equity Index Fund (LU) Class N2 EUR, with currency conversions handled automatically., and Transparent Interest service fees shown per currency (e.g., GBP/EUR/USD) and subject to change..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.