Quartr

Quartr is an investor relations data platform that provides structured, AI-ready access to live and historical earnings data from more than 15,000 public companies across 65+ markets. It covers earnings calls, transcripts, filings, reports, slide presentations, and AI-generated event summaries.

With the Quartr integration in Sim, you can:

• Look up companies: Find any covered public company by ticker, ISIN, CIK, OpenFIGI, country, or exchange, and resolve it to a Quartr company ID.
• Track corporate events: List earnings calls and other corporate events by company, event type, and date range, or retrieve a single event with its fiscal period details.
• Summarize earnings calls: Fetch AI-generated event summaries in one-line, short, or long form — with source references back to the underlying documents.
• Download filings and reports: List 10-Ks, 10-Qs, earnings releases, and other filings, and download report PDFs directly into your workflow as files.
• Work with slide decks and transcripts: Retrieve investor presentation PDFs and structured transcript JSON files (with timestamps and speaker identification) for downstream analysis.
• Access event audio: Get download and streaming URLs for archived earnings call audio, including where the Q&A section starts.
• Monitor live events: List live and upcoming events with their live audio and transcript stream URLs to react the moment a company goes live.

Downloaded reports, slide decks, and transcripts are stored as execution files, so they can be passed straight into agents, knowledge bases, or other blocks in your workflow.

To use the integration, generate an API key from the Quartr API portal and paste it into the block. Your key inherits the datasets enabled on your Quartr subscription.

Usage Instructions

Integrate Quartr into the workflow. Look up public companies, corporate events, and event types; fetch AI-generated event summaries; list and download filings, reports, slide decks, and transcripts; and access archived audio and live event streams. Requires API Key.

Actions

quartr_list_companies

List companies covered by Quartr, filterable by ticker, ISIN, CIK, OpenFIGI, country, and exchange.

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quartr_get_company

Retrieve a single company from Quartr by its company ID.

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quartr_list_events

List corporate events (earnings calls, capital markets days, etc.) from Quartr, filterable by company, event type, and date range.

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quartr_get_event

Retrieve a single corporate event from Quartr by its event ID.

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quartr_get_event_summary

Retrieve the AI-generated summary of a corporate event from Quartr, with selectable length and optional plain-text formatting.

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quartr_list_event_types

List the event types available in Quartr (e.g., earnings calls), useful for filtering events by type ID.

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quartr_list_documents

List documents of all kinds (reports, slide decks, and transcripts) from Quartr, filterable by company, event, document type, document group, and date range.

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quartr_list_document_types

List the document types available in Quartr (e.g., 10-Q quarterly reports), useful for filtering documents by type ID.

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quartr_list_reports

List filings and reports (10-K, 10-Q, earnings releases, etc.) from Quartr, filterable by company, event, document type, document group, and date range.

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quartr_get_report

Retrieve a filing or report (10-K, 10-Q, earnings release, etc.) from Quartr by its document ID and download the PDF file.

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quartr_list_slide_decks

List slide presentations from Quartr, filterable by company, event, document type, document group, and date range.

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quartr_get_slide_deck

Retrieve a slide presentation from Quartr by its document ID and download the PDF file.

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quartr_list_transcripts

List event transcripts from Quartr, filterable by company, event, document type, document group, and date range.

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quartr_get_transcript

Retrieve an event transcript from Quartr by its document ID and download the transcript JSON file (paragraphs, sentences, timestamps, and speaker identification).

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quartr_list_audio

List archived event audio recordings from Quartr, filterable by company, event, and date range. Returns download (MPEG) and streaming (M3U8) URLs.

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quartr_get_audio

Retrieve an archived event audio recording from Quartr by its audio ID. Returns download (MPEG) and streaming (M3U8) URLs.

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quartr_list_live_events

List live and upcoming events from Quartr with live audio and transcript stream URLs, filterable by company, live state, and date range.

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