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Quartr: company disclosures, research software and licensed API delivery

Quartr combines public-company events and documents with professional research tools and API delivery, with explicit dataset, freshness and usage limits.

By FXBrokers.ai ResearchOperating status: ActivePublished Updated Sources checked

Services

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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]

At a glance01

Products and users

Products and users
OfferingPurposeCommercial distinction
Quartr ProResearch 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 APIStructured 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 MCPConnects 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
At a glance02

Additional data formats

Additional data formats
DatasetDeliveryQualification
Live transcriptsStreaming 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 documentsReports 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
SummariesDocument-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
At a glance03

Backlog transcript versions

Backlog transcript versions
PropertyDocumented behaviour
LanguageThe backlog dataset covers English-language events.Source 7
Raw transcriptInitial text before later editing.Source 7
Edited transcriptLater version can include verified speaker names.Source 7
Missing speakerFields can remain empty when attribution is uncertain.Source 7
Historical eventsOlder transcripts are not retrospectively supplied with speaker metadata.Source 7
At a glance04

Live transcript processing

Live transcript processing
ElementDocumented requirement
FormatStreaming JSON Lines.Source 6
VersionsGuide describes 1.7 refinements while 1.6 remains the default.Source 6
CorrectionsRefinements can add, replace or delete earlier text.Source 6
Unknown recordsConsumers should tolerate unfamiliar record types.Source 6
Final displayDo not treat first-emitted text as an immutable final transcript.Source 6

Integrations

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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]

At a glance05

Connection requirements

Connection requirements
RouteWhat to arrangeOperational limit
REST APIGenerate 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
WebhooksRegister 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
SnowflakeRequest 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
At a glance06

Webhook authenticity and rotation

Webhook authenticity and rotation
ControlDocumented requirement
Signed materialMessage identifier, timestamp and raw request body.Source 13
VerificationValidate signature and timestamp.Source 13
Secret rotationOverlap supports moving from one secret to another.Source 13
OrderingDelivery order is not guaranteed, so sequence is not an authenticity check.Source 12

Pricing

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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]

At a glance07

Enrichment packages

Enrichment packages
PackageCommercial or coverage distinction
Parsed reports/slidesSeparate entitlement for structured Markdown.Source 9
Document summariesSeparately sold AI summary content.Source 8
Event summariesMay change when additional documents arrive.Source 8
Summary historyAvailable for events from 1 June 2024 in the cited documentation.Source 8
MCP through ProAdvertised as included with Pro; separate from an embedded API distribution agreement.Source 5

Implementation

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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]

At a glance08

Incremental synchronisation

Incremental synchronisation
MechanismDocumented behaviour
PaginationOpaque cursors.Source 11
UpdatesUse incremental filters on the relevant resource.Source 11
Parent eventA changed document does not automatically change its parent event’s modification time.Source 11
Resource identityPreserve document and event identifiers separately.Source 11
At a glance09

Webhook failure and recovery

Webhook failure and recovery
ConditionDocumented behaviour
Timeout10 seconds.Source 12
Retries5 seconds, 2 minutes, 15 minutes and 1 hour.Source 12
RedirectHTTP 3xx is treated as a failure.Source 12
Persistent failureEndpoint disabled after five days.Source 12
Disabled intervalEvents are not delivered or recorded for later replay; recovery needs a backfill process.Source 12
At a glance10

Dataset access failures

Dataset access failures
RequestEntitlement requirement
Combined documentsPermissions for reports, slides and transcripts.Source 10
Parsed documentsAdditional parsed-text package.Source 9
HTTP 403May be a missing package permission rather than a broken connection.Source 9
SnowflakePrivate listing setup and the required account role; daily refresh differs from live streaming.Source 14

Support

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At a glance11

Published dataset delivery targets

Published dataset delivery targets
DatasetCoverage thresholdTime reference
Live content90%Streamed and transcribed within 5 seconds of event start.Source 16
Backlog transcripts95% of eventsWithin 45 minutes after the event ends.Source 16
Audio recordings90% of eventsWithin 20 minutes after the event ends.Source 16
Filings and reports90%Within 15 minutes of public release.Source 16
Slides90% of eventsWithin 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]

At a glance12

Support targets and hours

Support targets and hours
ItemPublished target
Standard coverage09:00–17:00 CET, Monday–Friday.Source 17
General enquiryOne business day.Source 17
Incident acknowledgmentOne hour for initial acknowledgment.Source 17
Critical out-of-hours incidentOn-call process for core-availability incidents.Source 17
ResolutionAcknowledgment target is not a guaranteed restoration deadline.Source 17

Permissions and data use

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At a glance13

Agreement families

Agreement families
AgreementUse scope
Pro user termsResearch workspace; independent verification of AI output required.Source 21
US internal APIApproved internal purpose; training/development restrictions and end-of-contract data handling.Source 19
International redistribution APIData within the approved product for authorised users, subject to attribution and other controls.Source 20
Commercial orderDefines the actual approved purpose/product and applicable entity.Source 18Source 20
At a glance14

AI use is not a general training licence

AI use is not a general training licence
UsePublished distinction
Input to an AI servicePermitted purpose still governs; the cited internal terms require no provider retention/training on inputs.Source 19
Model training or developmentRestricted by the relevant standard API terms.Source 19Source 20
AI-generated answerPro terms require independent verification.Source 21
Source linkEnables checking, but does not turn a generated answer into a verified fact.Source 21

Company

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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]

At a glance15

Contracting identities

Contracting identities
Region/contextEntity
International API termsQuartr AB; Swedish registration 559289-8125.Source 20
US API termsQuartr Inc.Source 19
Product familyPro, API and MCP are products within the Quartr family.Source 22
Operating historyFounded 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

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Where to begin

Commercial enquiryWebsite
https://quartr.com/contactSource 23

Scope Describe the team, datasets and whether access is internal or customer-facing.

Technical support processWebsite
https://quartr.com/docs/supportSource 17

Scope Contact the assigned representative; Monday–Friday 09:00–17:00 CET, with critical-incident on-call coverage.

Warehouse onboarding guideWebsite
https://quartr.com/docs/snowflake/getting-startedSource 14

Scope Provide the Snowflake account identifier to the representative and arrange private-listing access.

Follow the evidence

Sources & further reading

  1. Quartr API Quartr · Accessed 21 Oct 2026
  2. API introduction Quartr · Accessed 21 Oct 2026
  3. Quartr Pro Quartr · Accessed 21 Oct 2026
  4. API for trading and brokerage platforms Quartr · Accessed 21 Oct 2026
  5. Quartr MCP Quartr · Accessed 21 Oct 2026
  6. Live transcripts Quartr · Accessed 21 Oct 2026
  7. Backlog transcripts Quartr · Accessed 21 Oct 2026
  8. Summaries Quartr · Accessed 21 Oct 2026
  9. Parsed documents Quartr · Accessed 21 Oct 2026
  10. API authentication Quartr · Accessed 21 Oct 2026
  11. Fetching data Quartr · Accessed 21 Oct 2026
  12. Webhook integration Quartr · Accessed 21 Oct 2026
  13. Webhook security Quartr · Accessed 21 Oct 2026
  14. Snowflake access Quartr · Accessed 21 Oct 2026
  15. Pricing Quartr · Accessed 21 Oct 2026
  16. Data model and availability Quartr · Accessed 21 Oct 2026
  17. API support Quartr · Accessed 21 Oct 2026
  18. Terms of Service directory Quartr · Accessed 21 Oct 2026
  19. API terms: internal use, US 2026:1 Quartr · Accessed 21 Oct 2026
  20. Pro user terms 2026:1 Quartr · Accessed 21 Oct 2026
  21. About Quartr Quartr · Accessed 21 Oct 2026
  22. 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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