Services
Sections ↑Quartr supplies investor-relations data and research software built around public-company disclosures. Its API covers live and historical call audio, transcripts, reports, filings, presentations and summaries. The provider reports coverage of more than 16,000 companies across 65 markets, but dataset availability and language scope need to be checked separately. For a broker or research-platform operator, the main value is a consistent source of company-event material that can be embedded in an existing product.[1]
Products and users
| Offering | Purpose | Commercial distinction |
|---|---|---|
| Quartr Pro | Research workspace for investment professionals, with source-linked AI chat, live events, slide comparisons, alerts and research automations. | A user-facing research subscription; evaluate the workflow and output controls for the intended team.Source 3 |
| Quartr API | Structured company disclosures for trading applications, research platforms and other data-consuming products. | Dataset selection, delivery requirements and approved customer-facing use need to be agreed for the integration.Source 4 |
| Quartr MCP | Connects compatible AI environments with the Quartr data layer. The product page identifies access as included with Pro. | Confirm the intended client and entitlement; a Pro connection is a different purchasing route from an embedded API product.Source 5 |
Additional data formats
| Dataset | Delivery | Qualification |
|---|---|---|
| Live transcripts | Streaming JSON Lines, with incremental text and versioned record formats. | The current guide describes version 1.7 refinements and version 1.6 as the default. Clients should tolerate unfamiliar record types and process corrections.Source 6 |
| Parsed documents | Reports and slide presentations converted to structured Markdown, delivered through a downloadable link. | A separate data package; raw PDF access does not automatically include parsed text.Source 9 |
| Summaries | Document-level and event-level AI summaries with links to supporting source material. | Sold separately and available for events from 1 June 2024. Event summaries may change when further documents arrive.Source 8 |
Backlog transcript versions
| Property | Documented behaviour |
|---|---|
| Language | The backlog dataset covers English-language events.Source 7 |
| Raw transcript | Initial text before later editing.Source 7 |
| Edited transcript | Later version can include verified speaker names.Source 7 |
| Missing speaker | Fields can remain empty when attribution is uncertain.Source 7 |
| Historical events | Older transcripts are not retrospectively supplied with speaker metadata.Source 7 |
Live transcript processing
| Element | Documented requirement |
|---|---|
| Format | Streaming JSON Lines.Source 6 |
| Versions | Guide describes 1.7 refinements while 1.6 remains the default.Source 6 |
| Corrections | Refinements can add, replace or delete earlier text.Source 6 |
| Unknown records | Consumers should tolerate unfamiliar record types.Source 6 |
| Final display | Do not treat first-emitted text as an immutable final transcript.Source 6 |
Integrations
Sections ↑The documented delivery routes are REST endpoints, event-driven webhooks and a Snowflake share. They serve different operational patterns: REST provides request-level control; webhooks notify an application about changes; Snowflake places data beside an institution’s warehouse tables. Choose the route according to the required freshness and processing model, rather than assuming every channel is equally immediate.[2]
Connection requirements
| Route | What to arrange | Operational limit |
|---|---|---|
| REST API | Generate a portal API key and send it in the x-api-key header. | Dataset permissions follow the subscription. The documented default limit is 50 requests per second per key, with higher limits subject to discussion.Source 10 |
| Webhooks | Register the receiving endpoint and selected event types in the portal. | Delivery order is not guaranteed. Subscribers must filter the updates relevant to their application and handle repeated changes.Source 12 |
| Snowflake | Request the private listing through a Quartr representative and complete setup with the required account role. | The listing refreshes daily. It is suitable for warehouse workflows but is not the live-stream delivery route.Source 14 |
Webhook authenticity and rotation
| Control | Documented requirement |
|---|---|
| Signed material | Message identifier, timestamp and raw request body.Source 13 |
| Verification | Validate signature and timestamp.Source 13 |
| Secret rotation | Overlap supports moving from one secret to another.Source 13 |
| Ordering | Delivery order is not guaranteed, so sequence is not an authenticity check.Source 12 |
Pricing
Sections ↑Quartr’s public pricing page directs both Pro and API buyers to sales. Pro offers pricing for multiple seats and enterprise arrangements; API offers enterprise and bundle options. No numeric tariff is published on that page. A useful quote should state the users or application covered, dataset packages, required delivery methods and the permitted use of the resulting data.[15]
Enrichment packages
| Package | Commercial or coverage distinction |
|---|---|
| Parsed reports/slides | Separate entitlement for structured Markdown.Source 9 |
| Document summaries | Separately sold AI summary content.Source 8 |
| Event summaries | May change when additional documents arrive.Source 8 |
| Summary history | Available for events from 1 June 2024 in the cited documentation.Source 8 |
| MCP through Pro | Advertised as included with Pro; separate from an embedded API distribution agreement.Source 5 |
Implementation
Sections ↑Quartr describes a staged rollout: define the use case and volume, map the required endpoints, validate the integration against live production data, then move to production credentials and monitoring. A broker can use that pilot to check its own company universe, event coverage and presentation requirements before committing the feature to all customers.[4]
Incremental synchronisation
| Mechanism | Documented behaviour |
|---|---|
| Pagination | Opaque cursors.Source 11 |
| Updates | Use incremental filters on the relevant resource.Source 11 |
| Parent event | A changed document does not automatically change its parent event’s modification time.Source 11 |
| Resource identity | Preserve document and event identifiers separately.Source 11 |
Webhook failure and recovery
| Condition | Documented behaviour |
|---|---|
| Timeout | 10 seconds.Source 12 |
| Retries | 5 seconds, 2 minutes, 15 minutes and 1 hour.Source 12 |
| Redirect | HTTP 3xx is treated as a failure.Source 12 |
| Persistent failure | Endpoint disabled after five days.Source 12 |
| Disabled interval | Events are not delivered or recorded for later replay; recovery needs a backfill process.Source 12 |
Dataset access failures
| Request | Entitlement requirement |
|---|---|
| Combined documents | Permissions for reports, slides and transcripts.Source 10 |
| Parsed documents | Additional parsed-text package.Source 9 |
| HTTP 403 | May be a missing package permission rather than a broken connection.Source 9 |
| Snowflake | Private listing setup and the required account role; daily refresh differs from live streaming.Source 14 |
Support
Sections ↑Published dataset delivery targets
| Dataset | Coverage threshold | Time reference |
|---|---|---|
| Live content | 90% | Streamed and transcribed within 5 seconds of event start.Source 16 |
| Backlog transcripts | 95% of events | Within 45 minutes after the event ends.Source 16 |
| Audio recordings | 90% of events | Within 20 minutes after the event ends.Source 16 |
| Filings and reports | 90% | Within 15 minutes of public release.Source 16 |
| Slides | 90% of events | Within 30 minutes of public release.Source 16 |
The documentation labels these dataset timings as contractual commitments. Their coverage percentages and reference events matter: they do not promise that every item arrives within the stated interval. Review the applicable order and terms when deciding whether the delivery and support arrangements meet the application’s needs.[16]
Support targets and hours
| Item | Published target |
|---|---|
| Standard coverage | 09:00–17:00 CET, Monday–Friday.Source 17 |
| General enquiry | One business day.Source 17 |
| Incident acknowledgment | One hour for initial acknowledgment.Source 17 |
| Critical out-of-hours incident | On-call process for core-availability incidents.Source 17 |
| Resolution | Acknowledgment target is not a guaranteed restoration deadline.Source 17 |
Permissions and data use
Sections ↑Agreement families
| Agreement | Use scope |
|---|---|
| Pro user terms | Research workspace; independent verification of AI output required.Source 21 |
| US internal API | Approved internal purpose; training/development restrictions and end-of-contract data handling.Source 19 |
| International redistribution API | Data within the approved product for authorised users, subject to attribution and other controls.Source 20 |
| Commercial order | Defines the actual approved purpose/product and applicable entity.Source 18Source 20 |
AI use is not a general training licence
| Use | Published distinction |
|---|---|
| Input to an AI service | Permitted purpose still governs; the cited internal terms require no provider retention/training on inputs.Source 19 |
| Model training or development | Restricted by the relevant standard API terms.Source 19Source 20 |
| AI-generated answer | Pro terms require independent verification.Source 21 |
| Source link | Enables checking, but does not turn a generated answer into a verified fact.Source 21 |
Company
Sections ↑Quartr dates its founding to 2020. The company describes an initial mobile product that evolved into professional research software and data infrastructure, with teams in Stockholm, New York and Dublin. This profile covers the Quartr family and its Pro, API and MCP offerings; customers and integration partners are not treated as acquired businesses.[22]
Contracting identities
| Region/context | Entity |
|---|---|
| International API terms | Quartr AB; Swedish registration 559289-8125.Source 20 |
| US API terms | Quartr Inc.Source 19 |
| Product family | Pro, API and MCP are products within the Quartr family.Source 22 |
| Operating history | Founded 2020; current company page lists Stockholm, New York and Dublin teams.Source 22 |
- Operator
- Quartr AB or Quartr Inc., according to the applicable agreement
- Service scope
- Public-company investor-relations data, transcripts and research software for professional and embedded workflows.
- Customer types
- Hedge funds; Asset managers; Equity researchers; Brokerage platforms; Financial research platforms; AI application providers
- Delivery
- SaaS; API
- Pricing publication
- Quote only
- Platforms
- Quartr Pro; Quartr API; Quartr MCP
- Integrations
- REST API; Webhooks; Snowflake private listing; MCP-compatible AI clients
- Pricing scope
- Pro and API contact-sales pricing; data packages and redistribution scope are specified separately.
- Implementation
- Scope datasets and identifiers, pilot against production data, validate permissions and update handling, then monitor the chosen delivery route.
- Support
- Assigned representative; published support hours and acknowledgment targets, with critical-incident on-call coverage.
- Permissions and regulatory scope
- Research software and company-disclosure data. Pro terms exclude investment advice and require independent verification.
Provider metadata checked 26 Oct 2026Source 1Source 2Source 3Source 4Source 5Source 6Source 7Source 8Source 9Source 10Source 11Source 12Source 13Source 14Source 15Source 16Source 17Source 18Source 19Source 20Source 21Source 22Source 23
Additional Information
Sections ↑Where to begin
Scope Describe the team, datasets and whether access is internal or customer-facing.
Scope Contact the assigned representative; Monday–Friday 09:00–17:00 CET, with critical-incident on-call coverage.
Scope Provide the Snowflake account identifier to the representative and arrange private-listing access.
Sources & further reading
- Quartr API Quartr · Accessed 21 Oct 2026
- API introduction Quartr · Accessed 21 Oct 2026
- Quartr Pro Quartr · Accessed 21 Oct 2026
- API for trading and brokerage platforms Quartr · Accessed 21 Oct 2026
- Quartr MCP Quartr · Accessed 21 Oct 2026
- Live transcripts Quartr · Accessed 21 Oct 2026
- Backlog transcripts Quartr · Accessed 21 Oct 2026
- Summaries Quartr · Accessed 21 Oct 2026
- Parsed documents Quartr · Accessed 21 Oct 2026
- API authentication Quartr · Accessed 21 Oct 2026
- Fetching data Quartr · Accessed 21 Oct 2026
- Webhook integration Quartr · Accessed 21 Oct 2026
- Webhook security Quartr · Accessed 21 Oct 2026
- Snowflake access Quartr · Accessed 21 Oct 2026
- Pricing Quartr · Accessed 21 Oct 2026
- Data model and availability Quartr · Accessed 21 Oct 2026
- API support Quartr · Accessed 21 Oct 2026
- Terms of Service directory Quartr · Accessed 21 Oct 2026
- API terms: internal use, US 2026:1 Quartr · Accessed 21 Oct 2026
- API terms: redistribution, international 2026:1 Quartr · Accessed 21 Oct 2026
- Pro user terms 2026:1 Quartr · Accessed 21 Oct 2026
- About Quartr Quartr · Accessed 21 Oct 2026
- Contact Quartr Quartr · Accessed 21 Oct 2026
This profile reports dated public information, including provider-published services and terms. It does not independently test or guarantee service delivery, integrations or performance. Inclusion is not an endorsement. Permissions and protections apply only to the named legal entity, service and client category; check the current official records and your contract.
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