Product Introduction
- Quartr AI chat is a mobile application that enables instant access to investor relations (IR) materials from public companies through natural language queries. It aggregates earnings call transcripts, annual reports, presentations, and investor conferences into a unified AI-powered interface for real-time financial research. The product indexes first-party corporate communications directly from company-hosted sources, ensuring data authenticity.
- The core value lies in eliminating manual search processes by delivering precise answers from verified financial documents within seconds. It reduces hours of traditional research into a single query while maintaining traceability to original sources. Professionals gain mobile-optimized access to critical insights without compromising data integrity or requiring desktop-bound workflows.
Main Features
- The AI chat interface processes natural language queries to extract specific financial metrics, management commentary, or operational updates across 10+ years of historical IR materials. It supports complex questions like "Show me Meta's capital expenditure guidance from Q3 2022 earnings calls" with direct quotes and source links.
- Offline functionality allows users to download earnings call audio files and transcripts for playback without internet connectivity, syncing progress across mobile and web platforms. This includes variable playback speeds and chapter markers for efficient audio navigation during commutes or travel.
- Customizable watchlists trigger real-time alerts when tracked companies mention user-defined keywords related to products, competitors, or financial terms. Alerts integrate with the AI chat to automatically surface relevant transcript segments and historical context.
Problems Solved
- The product addresses inefficiencies in manually sifting through earnings call transcripts, SEC filings, and presentation decks to locate specific financial data points. Traditional methods often require cross-referencing multiple documents and platforms, consuming 3-5 hours per research session according to user testimonials.
- It primarily serves institutional investors, equity research analysts, and portfolio managers who require timely, accurate access to corporate disclosures. Retail investors and financial journalists also benefit from the democratized access to professional-grade research tools.
- Typical scenarios include verifying management guidance during live earnings calls, preparing due diligence reports while traveling, or comparing capital allocation strategies across competitors without desktop research software.
Unique Advantages
- Unlike generic AI chatbots using third-party summaries, Quartr exclusively indexes original IR materials from 40,000+ public companies globally, including non-English transcripts translated via proprietary models. This eliminates reliance on potentially biased secondary sources.
- The clickable source traceability feature displays exact timestamps in earnings call recordings and page numbers in PDF reports for every AI response, enabling instant verification. Competitors typically provide unattributed answers without audit trails.
- A finance-specific language model trained on 15 million analyst-investor Q&A sessions improves contextual understanding of terms like "adjusted EBITDA" or "FFO guidance." Generic AI tools often misinterpret industry jargon or temporal references in financial contexts.
Frequently Asked Questions (FAQ)
- Is the Quartr app free to use? The base version offers free access to earnings call archives, transcripts, and core AI chat functionality with daily query limits. Premium subscriptions unlock unlimited historical data searches, bulk export options, and advanced alert configurations.
- How does the AI chat help with researching investor relations material? It maps queries to exact phrases in earnings call Q&A sessions, MD&A report sections, and investor presentation slides using semantic search algorithms. Users receive verbatim extracts rather than AI-generated summaries, maintaining regulatory compliance for investment decisions.
- Is the information traceable to original sources? Every response includes hyperlinks to the source document's timestamped audio segment or PDF page, with exportable references for compliance reporting. The system logs all data provenance metadata, including document version IDs and retrieval dates.
