Quartr

Financeby Quartr

Launched Mar 12, 2026 on ChatGPTLaunched Mar 18, 2026 on Claude

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.

38ChatGPT Tools

38Claude Tools

QuartrDeveloper

FinanceCategory

Use Cases

financial-services

Available Tools

Add to Watchlist

add_to_watchlist

Full Description

Add companies to a watchlist

Parameters (2 required)

Required

companyIdsarray

Company IDs to add

watchlistIdnumber

Watchlist ID. Use 0 to follow companies.

Create Folder

create_folder

Full Description

Create a new saved clips folder

Parameters (1 required, 1 optional)

Required

namestring

Folder name

Optional

visibilitystring

Folder visibility (default: private)

Options:privateteam

Create Keyword

create_keyword

Full Description

Create a keyword alert

Parameters (2 required)

Required

companySettingstring

Monitor all companies or only followed ones

Options:allfollowed

namestring

The keyword to monitor

Create Search Filter

create_search_filter

Full Description

Create a saved search filter

Parameters (1 required, 5 optional)

Required

namestring

Filter name

Optional

companyIdsarray

Specific company IDs

countriesarray

ISO country codes (e.g., "US", "SE")

eventTypesarray

Event type names in snake_case (e.g., earnings_call)

gicsarray

GICS sector/industry codes (use list_gics to find codes)

marketCapCategoriesarray

Market cap size filter

Create Watchlist

create_watchlist

Full Description

Create a new watchlist

Parameters (1 required, 1 optional)

Required

namestring

Name for the new watchlist

Optional

companyIdsarray

Company IDs to add initially

Create Workspace

create_workspace

Full Description

Create a new workspace

Parameters (1 required, 1 optional)

Required

namestring

Workspace name

Optional

visibilitystring

Workspace visibility (default: private)

Options:privateteam

Delete Folder

delete_folder

Full Description

Delete a saved clips folder

Parameters (1 required)

Required

folderIdnumber

Folder ID to delete

Delete Keyword

delete_keyword

Full Description

Delete a keyword alert

Parameters (1 required)

Required

keywordIdnumber

Keyword ID to delete

Delete Search Filter

delete_search_filter

Full Description

Delete a saved search filter

Parameters (1 required)

Required

filterIdnumber

Filter ID to delete

Delete Watchlist

delete_watchlist

Full Description

Delete a watchlist

Parameters (1 required)

Required

watchlistIdnumber

Watchlist ID to delete (cannot delete followed companies list, id 0)

Delete Workspace

delete_workspace

Full Description

Delete a workspace

Parameters (1 required)

Required

workspaceIdnumber

Workspace ID to delete

Get Company

get_company

Full Description

Get a company's full profile

Parameters (1 required)

Required

companyIdnumber

Company ID

Get Document Summary

get_document_summary

Full Description

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

Parameters (1 required)

Required

documentIdnumber

Document ID

Get Event

get_event

Full Description

Get details for a specific event

Parameters (1 required)

Required

eventIdnumber

Event ID

Get Event Summary

get_event_summary

Full Description

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

Parameters (1 required)

Required

eventIdnumber

Event ID

Get Financials

get_financials

Full Description

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

Parameters (1 required, 4 optional)

Required

companyIdnumber

Company ID

Optional

endDatestring

End date (ISO 8601, e.g., "2025-01-01"), default today

financialTypestring

Statement type filter

Options:incomeStatementbalanceSheetcashFlowStatement

periodTypestring

Reporting period granularity

Options:quarterlyhalfYearyearlyperiodical

Default: quarterly

startDatestring

Start date (ISO 8601, e.g., "2023-01-01"), default 2 years ago

Get Watchlist

get_watchlist

Full Description

Get a watchlist with its companies

Parameters (1 required)

Required

watchlistIdnumber

Watchlist ID

List Companies

list_companies

Full Description

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

Parameters (0 required, 6 optional)

Optional

countriesarray

ISO country codes (e.g., US, SE)

gicsarray

GICS sector or industry name

marketCapsarray

Market cap size filter

pageinteger

Page number (default: 1)

perPageinteger

Results per page (default: 20, max: 100)

statusarray

Company status filter

List Documents

list_documents

Full Description

List documents for a company

Parameters (1 required, 4 optional)

Required

companyIdnumber

Company ID

Optional

documentTypesarray

Document types to filter by

endDatestring

End date (ISO 8601, e.g., "2025-01-01")

limitnumber

Max results (default 50, max 200)

startDatestring

Start date (ISO 8601, e.g., "2024-01-01")

List Event Types

list_event_types

Full Description

List all event types

List Events

list_events

Full Description

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

Parameters (0 required, 7 optional)

Optional

companyIdnumber

Filter by company ID

endDatestring

Return events before this date, exclusive (ISO 8601, e.g., "2025-01-01")

eventTypesarray

Event type names to filter by

limitnumber

Max results (default 50, max 200)

orderstring

Sort order by date (default desc)

Options:ascdesc

startDatestring

Return events after this date, exclusive (ISO 8601, e.g., "2024-01-01")

watchlistIdnumber

Filter by watchlist ID

List Folders

list_folders

Full Description

List the user's saved clips folders

List GICS Classifications

list_gics

Full Description

List GICS classification hierarchy

List Keywords

list_keywords

Full Description

List the user's keyword alerts

List Related Companies

list_related_companies

Full Description

Find related companies (peers, competitors)

Parameters (1 required)

Required

companyIdnumber

Company ID

List Search Filters

list_search_filters

Full Description

List the user's saved search filters

List Watchlists

list_watchlists

Full Description

List the user's watchlists

List Workspaces

list_workspaces

Full Description

List the user's workspaces

Parameters (0 required, 1 optional)

Optional

visibilitystring

Filter by visibility (default: private)

Options:privateteam

Read Document

read_document

Full Description

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

Parameters (1 required, 1 optional)

Required

documentIdnumber

Document ID (slide, report, or transcript)

Optional

maxPagesnumber

Maximum pages to return (default: all). Use for large documents to limit response size.

Read Live Transcript

read_live_transcript

Full Description

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.

Parameters (1 required, 1 optional)

Required

eventIdnumber

The event ID to fetch the live transcript for.

Optional

fromTimestampnumber

Only return paragraphs that start after this timestamp (in seconds). Use null or omit to get the full transcript. Use this to fetch new content since your last read.

Remove from Watchlist

remove_from_watchlist

Full Description

Remove companies from a watchlist

Parameters (2 required)

Required

companyIdsarray

Company IDs to remove

watchlistIdnumber

Watchlist ID. Use 0 to unfollow companies.

Rename Folder

rename_folder

Full Description

Rename a saved clips folder

Parameters (2 required)

Required

folderIdnumber

Folder ID to rename

namestring

New folder name

Rename Watchlist

rename_watchlist

Full Description

Rename a watchlist

Parameters (2 required)

Required

namestring

New name for the watchlist

watchlistIdnumber

Watchlist ID (cannot rename followed companies list, id 0)

Search Companies

search_companies

Full Description

Search for companies by name or ticker symbol

Parameters (1 required)

Required

querystring

Company name or ticker (e.g., "Apple", "AAPL")

Search Documents

search_documents

Full Description

Full-text search across transcripts, slides, and reports

Parameters (2 required, 5 optional)

Required

documentTypesarray

Document types to search

querystring

Keyword search query (max 8 words). Supports: implicit AND, OR, * wildcard, -exclusion, `exact phrase`. Example: "`artificial intelligence` revenue growth"

Optional

endDatestring

Filter up to this date (ISO 8601: YYYY-MM-DD)

filingTypesarray

Filing type filter (reports only)

filterstring

Typesense filter expression. Fields: companyId, eventId, eventTypeId, country, gics.level1-4, marketCapCategory.name. Transcript-only: speechType, speaker.role, speaker.name. Example: country:=[US, SE] && gics.level1:=["Information Technology"]

limitnumber

Max results (default 25, max 100)

startDatestring

Filter from this date onwards (ISO 8601: YYYY-MM-DD)

Tag Company to Workspace

tag_company_to_workspace

Full Description

Tag a company to a workspace

Parameters (2 required)

Required

companyIdnumber

Company ID to tag

workspaceIdnumber

Workspace ID

Untag Company from Workspace

untag_company_from_workspace

Full Description

Remove a company tag from a workspace

Parameters (2 required)

Required

tagIdnumber

Tag ID to remove (returned from tag_company_to_workspace)

workspaceIdnumber

Workspace ID

Update Keyword

update_keyword

Full Description

Update a keyword alert

Parameters (3 required)

Required

companySettingstring

Monitor all companies or only followed ones

Options:allfollowed

keywordIdnumber

Keyword ID to update

namestring

Updated keyword text

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