★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Sunday, June 14, 2026
Tool Comparison · Sunday, June 14, 2026
Quartr vs Zacks (Zacks.com)
Trying to decide between Quartr and Zacks (Zacks.com)? Here's how they compare on pricing, features, and platforms — and which one fits the way you invest.
Quartr
Best for financials and AI
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.
Zacks (Zacks.com)
Best for screeners and ETF screeners
Equity and fund research platform best known for the Zacks Rank system, Style Scores, and detailed earnings analysis. Free users get access to basic screeners and research pages, while Premium unlocks the full #1 Rank list, Equity Research Reports, Focus List, and 45+ premium screens. The Earnings ESP filter is exclusive to Premium, Investor Collection bundles long-term services, and Zacks Ultimate bundles the firm’s portfolio recommendation services. Current public pricing references Premium at $249/year, Investor Collection at $59/month or $495/year, and Ultimate at $299/month or $2,995/year, with promotional $1 trial offers for some products.
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The verdict
The bottom line: Quartr and Zacks (Zacks.com) cover a lot of the same ground — 5 shared categories, including transcripts, analyst forecasts, and calendar — so for the basics you won't go far wrong with either. Quartr simply does more — 18 categories to Zacks (Zacks.com)'s 14, including financials, AI, and AI chat. Zacks (Zacks.com) counters by keeping things simpler.
Key differences at a glance
Free plan
Both
Both have one
Broader coverage
Quartr
18 vs 14 categories
API access
Quartr
Quartr only
Choose
Quartr if…
- You care about financials, AI, and AI chat — things Zacks (Zacks.com) doesn't offer
- You want more under one roof — 18 categories to Zacks (Zacks.com)'s 14
- You want an API so you can script or automate things
- You're a long-term investor who cares more about fundamentals than headlines
Choose
Zacks (Zacks.com) if…
- You care about screeners, ETF screeners, and portfolio — things Quartr doesn't offer
Consider alternatives if…
- You'd rather have one tool that does it all.
- Neither price feels right for what you'd get.
Comparison snapshot
Standout features
What Quartr does best
- 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.
What Zacks (Zacks.com) does best
- Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages.
- Style Scores across Value, Growth, and Momentum factors.
- Stock, ETF, and mutual fund screeners with hundreds of filters.
- Per-ticker pages with analyst forecasts, price targets, and earnings estimates.
- Unique Price-Consensus-EPS Surprise charts that map historical estimate accuracy and surprises.
Data & access details
| Attribute | Quartr | Zacks (Zacks.com) |
|---|---|---|
Asset types | Stocks | StocksETFsMutual Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Data freshness | StreamingReal-time | Real-timeEnd of Day |
API access | REST | Not specified |
Export formats | JSONPDF | Not specified |
Seen enough? The fastest way to decide is to open both and poke around for five minutes.
Pricing breakdown
Tool
Quartr
—
Starting price
Plans & pricing
Tool
Zacks (Zacks.com)
$20.75/mo
Starting price
Plans & pricing
Coverage overlap
Where the two tools cover the same ground.
What you only get with Quartr.
What you only get with Zacks (Zacks.com).
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between Quartr and Zacks (Zacks.com)?
Quartr leans toward financials, transcripts, and analyst forecasts, while Zacks (Zacks.com) puts more weight on screeners, ETF screeners, and watchlist. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Quartr and Zacks (Zacks.com) cost?
Good news — both Quartr and Zacks (Zacks.com) have free plans, so you can run them side by side and only pay if you hit a wall.
Does Quartr or Zacks (Zacks.com) have an API?
Quartr has an API for programmatic access and custom integrations. Zacks (Zacks.com) doesn't, so you're working through its interface.
Should I choose Quartr or Zacks (Zacks.com)?
It depends on what you're after. Pick Quartr if financials and AI matter to you; go with Zacks (Zacks.com) if you'd rather have screeners and ETF screeners. And if you only need the basics both share, let price decide.
What asset classes do Quartr and Zacks (Zacks.com) cover?
Both cover stocks. Zacks (Zacks.com) adds ETFs and mutual funds on top.
Do Quartr and Zacks (Zacks.com) offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which has a better stock screener—Quartr or Zacks (Zacks.com)?
Zacks (Zacks.com) has a stock screener for surfacing ideas; Quartr doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Quartr or Zacks (Zacks.com)?
Zacks (Zacks.com) handles portfolio tracking. Quartr is really a research tool — you'd track your portfolio elsewhere.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.