Introducing automations to Quartr Pro

Research that runs the moment companies publish.
What sets Quartr apart is trigger-based AI that runs the moment a company publishes new documents. It puts us first on new information and lets us cover more events than before.
Tom O'HaraInvestment Director, GAM Investments

No analyst can watch their whole coverage at once

Define what you want to know once, then let it run on every new event across your coverage.

Each automation is powered by a prompt you define, so the output is built around the signals that matter to you.

How it works

Trigger

Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.

How it works

Schedule

Runs on a recurring cadence you set. Daily, weekly, or monthly, for aggregate reads across a period rather than a single event.

How it works

Customize your workflow

You decide what triggers an automation and where the results show up.

Scope

Point an automation at one company or a watchlist built around a theme, a sector, or your holdings.

Delivery

Results deliver directly in chat, with optional notifications via email, activity feed, or mobile.

Use cases

Event-triggered research

Deltas from the prior event when a company publishes

Scheduled research

Read-throughs on the cadence you set

Theme tracking

Track themes during intra-quarter conferences

Peer read-through

Implications for your holdings when peers publish

Use cases

Deltas from the prior event when a company publishes

“Analysts spend much of their time finding out whether anything changed. That should be automatic. Automations answer your question the instant a company publishes, across every name you cover.”

Oscar KüntzelCEO and Co-founder, Quartr

Try automations on your own coverage

Book demo

Frequently asked questions