Financial-Services

Quartr

by Quartr

Overview

Access structured first-party IR data from over 14,500+ public companies across 65 markets. Quartr delivers live and recorded earnings calls, real-time and historical transcripts with speaker identification, slide presentations, filings, reports, and event summaries. Best-in-class reliability and timeliness. Ideal for financial research, investment analysis, and building data-driven workflows on top of institutional-grade public company data.

Tools

add_to_watchlist

ChatGPT

Add companies to a watchlist

create_folder

ChatGPT

Create a new saved clips folder

create_keyword

ChatGPT

Create a keyword alert

create_search_filter

ChatGPT

Create a saved search filter

create_watchlist

ChatGPT

Create a new watchlist

create_workspace

ChatGPT

Create a new workspace

delete_folder

ChatGPT

Delete a saved clips folder

delete_keyword

ChatGPT

Delete a keyword alert

delete_search_filter

ChatGPT

Delete a saved search filter

delete_watchlist

ChatGPT

Delete a watchlist

delete_workspace

ChatGPT

Delete a workspace

get_company

ChatGPT

Get a company's full profile

get_conference

ChatGPT

Get a conference and its events — title, dates, type, and the events that took place under it (each with its company, date, and one-line summary). Use the returned event IDs with get_event, get_event_summary, or read_document to dig into transcripts and reports.

get_current_user

ChatGPT

Get information about the currently signed-in user, including name, email, and subscription. Available regardless of subscription status.

get_document_summary

ChatGPT

Get a Quartr summary of a document (transcript, report, or slides)

get_event

ChatGPT

Get details for a specific event

get_event_summary

ChatGPT

Get a Quartr summary of an event, covering all attached documents

get_financials

ChatGPT

Get financial statements (income statement, balance sheet, cash flow) for a company

get_watchlist

ChatGPT

Get a watchlist with its companies

list_companies

ChatGPT

List companies with optional filters. Results are paginated (default 20 per page). Use page/perPage params to navigate.

list_conferences

ChatGPT

List investor / industry conferences. Conferences group related events from multiple companies (e.g. JPMorgan Healthcare Conference, Citi Tech Conference). Supports filtering by date range, organizer company, and title search. Sorted by start date (newest first). Use get_conference to fetch a conference's events.

list_documents

ChatGPT

List documents for a company

list_event_types

ChatGPT

List all event types

list_events

ChatGPT

List events for a company or watchlist. Requires either companyId or watchlistId.

list_folders

ChatGPT

List the user's saved clips folders

list_gics

ChatGPT

List GICS classification hierarchy

list_keywords

ChatGPT

List the user's keyword alerts

list_related_companies

ChatGPT

Find related companies (peers, competitors)

list_search_filters

ChatGPT

List the user's saved search filters

list_watchlists

ChatGPT

List the user's watchlists

list_workspaces

ChatGPT

List the user's workspaces

read_document

ChatGPT

Read the full text content of a document (report, slide deck, or transcript)

read_live_transcript

ChatGPT

Read the live transcript for an ongoing or recently completed event. Use this for events that are currently live or have a live transcript available but no finalized transcript yet. Use fromTimestamp to fetch only new content since your last call.

read_transcript

ChatGPT

Read the transcript for an event. Picks the best available variant automatically (in-house, raw, or live). Pass eventId, or documentId for a transcript document (resolved to its event, best variant served). Use section: "qna" for the Q&A section only. Use fromTimestamp (paired with the previous response's lastTimestamp) to fetch new content from live transcripts incrementally. Each paragraph has a timestamped deep-link url.

read_workspace

ChatGPT

Read a workspace's properties and content

remove_from_watchlist

ChatGPT

Remove companies from a watchlist

rename_folder

ChatGPT

Rename a saved clips folder

rename_watchlist

ChatGPT

Rename a watchlist

search_companies

ChatGPT

Search for companies by name or ticker symbol

search_documents

ChatGPT

Full-text search across transcripts, slides, and reports

tag_company_to_workspace

ChatGPT

Tag a company to a workspace

untag_company_from_workspace

ChatGPT

Remove a company tag from a workspace

update_keyword

ChatGPT

Update a keyword alert

write_workspace

ChatGPT

Edit a workspace document body from Markdown, either appending content to the end or overwriting it entirely (controlled by mode). The edit lands live for any connected user. A snapshot of the prior state is automatically taken so the user can revert via the workspace's version history.

add_to_watchlist

Claude

create_folder

Claude

create_keyword

Claude

create_search_filter

Claude

create_watchlist

Claude

create_workspace

Claude

delete_folder

Claude

delete_keyword

Claude

delete_search_filter

Claude

delete_watchlist

Claude

delete_workspace

Claude

get_company

Claude

get_document_summary

Claude

get_event

Claude

get_event_summary

Claude

get_financials

Claude

get_watchlist

Claude

list_companies

Claude

list_documents

Claude

list_event_types

Claude

list_events

Claude

list_folders

Claude

list_gics

Claude

list_keywords

Claude

list_related_companies

Claude

list_search_filters

Claude

list_watchlists

Claude

list_workspaces

Claude

read_document

Claude

read_live_transcript

Claude

remove_from_watchlist

Claude

rename_folder

Claude

rename_watchlist

Claude

search_companies

Claude

search_documents

Claude

tag_company_to_workspace

Claude

untag_company_from_workspace

Claude

update_keyword

Claude

App Stats

Tools

Prompts

Apr 11, 2026

First seen

ChatGPT, Claude

Platforms