Quartr AI Assistant: Do Hours of Work in Seconds

1 minutes reading time
Published 5 Jul 2024
Reviewed by: Peter Westberg

The Quartr AI assistant is an innovative generative AI model setting a new standard in financial intelligence and analysis. Trained exclusively on first-party information from public companies, it ensures that every piece of data is accurate and directly linked to the original sources in earnings call transcripts, slide decks, and filings.

Key Insights

  • Data accuracy: The Quartr AI assistant ensures precise and reliable financial insights by exclusively using first-party data from public companies, reducing the risk of inaccuracies.

  • Efficiency: It streamlines complex financial tasks, providing instant summaries and detailed reports that would otherwise take hours to compile manually.

  • Source verification: The AI assistant enhances trust and transparency by including citations and direct links to original sources, such as earnings call transcripts, slide presentations, and other company filings.

Leveraging AI in Investing

Since the release of ChatGPT, there has been a significant push to leverage AI in finance and investing. AI tools like ChatGPT can automate routine tasks, improve accuracy, and provide valuable insights by analyzing vast amounts of financial data. For instance, they can help generate summaries, educate you on specific sectors and industries, as well as assist you in writing analyses.

The problem, however, lies around the reliability of data. ChatGPT tends to confidently answer questions – even when it doesn’t have sufficient data backing it up. Hence, completely trusting it can prove very dangerous, especially in an industry like finance where every data point is important, and inaccuracies can lead to extremely bad outcomes.

That’s why we’re very glad to enter the next chapter for our flagship product, Quartr Pro, introducing the Quartr AI assistant.

Revolutionizing Finance with a Stock Market AI

With the Quartr AI assistant, navigating the complexities of the stock market has never been more efficient. It’s a generative AI model trained solely on first-party information from public companies.

Whether you need a summary of an earnings call transcript or slide deck, a detailed report on a company’s financial health, or a table with the geographical breakdown of sales, the AI assistant is designed to deliver precise and actionable insights. It also empowers simple fact-checking through citations and direct links to the original sources, such as individual slides from presentations, specific pages in reports, or even snippets from earnings call transcripts.

Actual reply from the Quartr Pro AI assistant chatting with Synopsys Q2 2024
The Quartr AI assistant, chatting with Synopsys Q2 2024

Harnessing AI in Finance

By leveraging the power of AI in research, users of the Quartr AI assistant can ask complex questions and receive comprehensive answers. Want to know what was said about a company’s future outlook during an earnings call? Need a quick summary of the latest quarterly report? Or want specific data points in a slide deck summarized? The AI assistant provides you with instant, reliable information – that otherwise would have taken hours to curate manually – helping you conduct thorough research in no time.

Conclusion

Introducing the Quartr AI assistant marks a transformative step in financial analysis and intelligence. Leveraging first-party data from roughly 10,000 public companies, this innovative tool provides precise, reliable insights and simplifies complex financial tasks. By addressing the reliability issues seen with general AI models like ChatGPT, Quartr AI ensures accurate data through direct citations and links to the original sources. This advancement empowers users to make informed investment decisions quickly and efficiently, setting a new standard in the finance industry.


Why are finance professionals around the world choosing Quartr Pro?

With a broad global customer base spanning from equity analysts, portfolio managers, to IR departments, the reasons naturally vary, but here are four that we often hear:

Increase productivity

Eliminate hours of searching for specific data points buried deep inside company material.

Get a one-stop-shop solution

Everything you need for qualitative public market research in one single platform.

Uncover rare insights

Understand the qualitative aspects of entire industries or specific companies.

Leverage the power of AI

Incorporate AI functionality into your daily workflow.