Mandala
Tools

Quartr

Access earnings calls, transcripts, filings, and slides

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.

Tools

quartr_list_companies

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

Input

ParameterTypeRequiredDescription
apiKeystringYesQuartr API key
tickersstringNoComma-separated list of company tickers (e.g., "AAPL,MSFT")
isinsstringNoComma-separated list of ISINs (e.g., "US0378331005")
ciksstringNoComma-separated list of SEC CIKs (e.g., "0000320193")
countriesstringNoComma-separated list of ISO 3166-1 alpha-2 country codes (e.g., "US,SE")
exchangesstringNoComma-separated list of exchange symbols, without whitespace (e.g., "NasdaqGS")
companyIdsstringNoComma-separated list of Quartr company IDs (e.g., "4742,128")
openfigisstringNoComma-separated list of OpenFIGI codes (figi, compositeFigi, or shareClassFigi)
updatedAfterstringNoOnly return data updated after this ISO 8601 date (e.g., "2024-01-01")
updatedBeforestringNoOnly return data updated before this ISO 8601 date (e.g., "2024-12-31")
limitnumberNoMaximum number of items to return in a single request (default: 10, max: 500)
cursornumberNoPagination cursor from the previous response (nextCursor) for the next page
directionstringNoSort direction by id: "asc" or "desc" (default: asc)

Output

ParameterTypeDescription
companiesarrayCompanies matching the filters
nextCursornumberCursor for fetching the next page of results (null when no more pages)

quartr_get_company

Retrieve a single company from Quartr by its company ID.

Input

ParameterTypeRequiredDescription
apiKeystringYesQuartr API key
companyIdnumberYesQuartr company ID (e.g., 4742)

Output

ParameterTypeDescription
companyobjectThe requested company

quartr_list_events

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

Input

ParameterTypeRequiredDescription
apiKeystringYesQuartr API key
companyIdsstringNoComma-separated list of Quartr company IDs (e.g., "4742,128")
tickersstringNoComma-separated list of company tickers (e.g., "AAPL,MSFT")
isinsstringNoComma-separated list of ISINs (e.g., "US0378331005")
ciksstringNoComma-separated list of SEC CIKs (e.g., "0000320193")
countriesstringNoComma-separated list of ISO 3166-1 alpha-2 country codes (e.g., "US,SE")
exchangesstringNoComma-separated list of exchange symbols, without whitespace (e.g., "NasdaqGS")
eventTypeIdsstringNoComma-separated list of event type IDs (e.g., "26,27")
startDatestringNoOnly return events on or after this ISO 8601 date (e.g., "2024-01-01")
endDatestringNoOnly return events on or before this ISO 8601 date (e.g., "2024-12-31")
sortBystringNoField to sort by: "id" or "date" (default: id)
updatedAfterstringNoOnly return data updated after this ISO 8601 date (e.g., "2024-01-01")
updatedBeforestringNoOnly return data updated before this ISO 8601 date (e.g., "2024-12-31")
limitnumberNoMaximum number of items to return in a single request (default: 10, max: 500)
cursornumberNoPagination cursor from the previous response (nextCursor) for the next page
directionstringNoSort direction applied to the sortBy field: "asc" or "desc" (default: asc)

Output

ParameterTypeDescription
eventsarrayEvents matching the filters
nextCursornumberCursor for fetching the next page of results (null when no more pages)

quartr_get_event

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

Input

ParameterTypeRequiredDescription
apiKeystringYesQuartr API key
eventIdnumberYesQuartr event ID (e.g., 128301)

Output

ParameterTypeDescription
eventobjectThe requested event

quartr_get_event_summary

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

Input

ParameterTypeRequiredDescription
apiKeystringYesQuartr API key
eventIdnumberYesQuartr event ID (e.g., 128301)
summaryLengthstringNoLength preset for the summary: "line", "short", or "long" (default: short)
plainSummarybooleanNoReturn a plain-text summary without embedded document source tags

Output

ParameterTypeDescription
summarystringAI-generated event summary in Markdown (includes embedded document source tags unless a plain-text summary is requested)
sourcesarraySource documents referenced by the summary
summaryIdnumberQuartr summary ID
summaryCreatedAtstringSummary creation timestamp (ISO 8601)
summaryUpdatedAtstringSummary last update timestamp (ISO 8601)

quartr_list_event_types

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

Input

ParameterTypeRequiredDescription
apiKeystringYesQuartr API key
limitnumberNoMaximum number of items to return in a single request (default: 10, max: 500)
cursornumberNoPagination cursor from the previous response (nextCursor) for the next page
directionstringNoSort direction by id: "asc" or "desc" (default: asc)

Output

ParameterTypeDescription
eventTypesarrayAvailable event types
nextCursornumberCursor for fetching the next page of results (null when no more pages)

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.

Input

ParameterTypeRequiredDescription
apiKeystringYesQuartr API key
companyIdsstringNoComma-separated list of Quartr company IDs (e.g., "4742,128")
eventIdsstringNoComma-separated list of Quartr event IDs (e.g., "128301")
tickersstringNoComma-separated list of company tickers (e.g., "AAPL,MSFT")
isinsstringNoComma-separated list of ISINs (e.g., "US0378331005")
ciksstringNoComma-separated list of SEC CIKs (e.g., "0000320193")
countriesstringNoComma-separated list of ISO 3166-1 alpha-2 country codes (e.g., "US,SE")
exchangesstringNoComma-separated list of exchange symbols, without whitespace (e.g., "NasdaqGS")
documentTypeIdsstringNoComma-separated list of document type IDs (e.g., "7,10")
documentGroupIdsstringNoComma-separated list of document group IDs: 1 = Earnings Release, 2 = Press Release, 3 = Interim Report, 4 = Annual Report, 5 = Proxy Statement, 6 = Registration Statement
startDatestringNoOnly return documents dated on or after this ISO 8601 date (e.g., "2024-01-01")
endDatestringNoOnly return documents dated on or before this ISO 8601 date (e.g., "2024-12-31")
expandEventbooleanNoInclude expanded event details on each document
updatedAfterstringNoOnly return data updated after this ISO 8601 date (e.g., "2024-01-01")
updatedBeforestringNoOnly return data updated before this ISO 8601 date (e.g., "2024-12-31")
limitnumberNoMaximum number of items to return in a single request (default: 10, max: 500)
cursornumberNoPagination cursor from the previous response (nextCursor) for the next page
directionstringNoSort direction by id: "asc" or "desc" (default: asc)

Output

ParameterTypeDescription
documentsarrayDocuments matching the filters
nextCursornumberCursor for fetching the next page of results (null when no more pages)

quartr_list_document_types

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

Input

ParameterTypeRequiredDescription
apiKeystringYesQuartr API key
limitnumberNoMaximum number of items to return in a single request (default: 10, max: 500)
cursornumberNoPagination cursor from the previous response (nextCursor) for the next page
directionstringNoSort direction by id: "asc" or "desc" (default: asc)

Output

ParameterTypeDescription
documentTypesarrayAvailable document types
nextCursornumberCursor for fetching the next page of results (null when no more pages)

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.

Input

ParameterTypeRequiredDescription
apiKeystringYesQuartr API key
companyIdsstringNoComma-separated list of Quartr company IDs (e.g., "4742,128")
eventIdsstringNoComma-separated list of Quartr event IDs (e.g., "128301")
tickersstringNoComma-separated list of company tickers (e.g., "AAPL,MSFT")
isinsstringNoComma-separated list of ISINs (e.g., "US0378331005")
ciksstringNoComma-separated list of SEC CIKs (e.g., "0000320193")
countriesstringNoComma-separated list of ISO 3166-1 alpha-2 country codes (e.g., "US,SE")
exchangesstringNoComma-separated list of exchange symbols, without whitespace (e.g., "NasdaqGS")
documentTypeIdsstringNoComma-separated list of document type IDs (e.g., "7,10")
documentGroupIdsstringNoComma-separated list of document group IDs: 1 = Earnings Release, 2 = Press Release, 3 = Interim Report, 4 = Annual Report, 5 = Proxy Statement, 6 = Registration Statement
startDatestringNoOnly return documents dated on or after this ISO 8601 date (e.g., "2024-01-01")
endDatestringNoOnly return documents dated on or before this ISO 8601 date (e.g., "2024-12-31")
expandEventbooleanNoInclude expanded event details on each document
updatedAfterstringNoOnly return data updated after this ISO 8601 date (e.g., "2024-01-01")
updatedBeforestringNoOnly return data updated before this ISO 8601 date (e.g., "2024-12-31")
limitnumberNoMaximum number of items to return in a single request (default: 10, max: 500)
cursornumberNoPagination cursor from the previous response (nextCursor) for the next page
directionstringNoSort direction by id: "asc" or "desc" (default: asc)

Output

ParameterTypeDescription
reportsarrayReports matching the filters
nextCursornumberCursor for fetching the next page of results (null when no more pages)

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.

Input

ParameterTypeRequiredDescription
apiKeystringYesQuartr API key
reportIdnumberYesQuartr document ID of the report (e.g., 432907)

Output

ParameterTypeDescription
documentobjectReport metadata
fileUrlstringURL of the report PDF
filefileDownloaded report PDF stored in execution files

quartr_list_slide_decks

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

Input

ParameterTypeRequiredDescription
apiKeystringYesQuartr API key
companyIdsstringNoComma-separated list of Quartr company IDs (e.g., "4742,128")
eventIdsstringNoComma-separated list of Quartr event IDs (e.g., "128301")
tickersstringNoComma-separated list of company tickers (e.g., "AAPL,MSFT")
isinsstringNoComma-separated list of ISINs (e.g., "US0378331005")
ciksstringNoComma-separated list of SEC CIKs (e.g., "0000320193")
countriesstringNoComma-separated list of ISO 3166-1 alpha-2 country codes (e.g., "US,SE")
exchangesstringNoComma-separated list of exchange symbols, without whitespace (e.g., "NasdaqGS")
documentTypeIdsstringNoComma-separated list of document type IDs (e.g., "7,10")
documentGroupIdsstringNoComma-separated list of document group IDs: 1 = Earnings Release, 2 = Press Release, 3 = Interim Report, 4 = Annual Report, 5 = Proxy Statement, 6 = Registration Statement
startDatestringNoOnly return documents dated on or after this ISO 8601 date (e.g., "2024-01-01")
endDatestringNoOnly return documents dated on or before this ISO 8601 date (e.g., "2024-12-31")
expandEventbooleanNoInclude expanded event details on each document
updatedAfterstringNoOnly return data updated after this ISO 8601 date (e.g., "2024-01-01")
updatedBeforestringNoOnly return data updated before this ISO 8601 date (e.g., "2024-12-31")
limitnumberNoMaximum number of items to return in a single request (default: 10, max: 500)
cursornumberNoPagination cursor from the previous response (nextCursor) for the next page
directionstringNoSort direction by id: "asc" or "desc" (default: asc)

Output

ParameterTypeDescription
slideDecksarraySlide decks matching the filters
nextCursornumberCursor for fetching the next page of results (null when no more pages)

quartr_get_slide_deck

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

Input

ParameterTypeRequiredDescription
apiKeystringYesQuartr API key
slideDeckIdnumberYesQuartr document ID of the slide deck (e.g., 432907)

Output

ParameterTypeDescription
documentobjectSlide deck metadata
fileUrlstringURL of the slide deck PDF
filefileDownloaded slide deck PDF stored in execution files

quartr_list_transcripts

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

Input

ParameterTypeRequiredDescription
apiKeystringYesQuartr API key
companyIdsstringNoComma-separated list of Quartr company IDs (e.g., "4742,128")
eventIdsstringNoComma-separated list of Quartr event IDs (e.g., "128301")
tickersstringNoComma-separated list of company tickers (e.g., "AAPL,MSFT")
isinsstringNoComma-separated list of ISINs (e.g., "US0378331005")
ciksstringNoComma-separated list of SEC CIKs (e.g., "0000320193")
countriesstringNoComma-separated list of ISO 3166-1 alpha-2 country codes (e.g., "US,SE")
exchangesstringNoComma-separated list of exchange symbols, without whitespace (e.g., "NasdaqGS")
documentTypeIdsstringNoComma-separated list of document type IDs (e.g., "7,10")
documentGroupIdsstringNoComma-separated list of document group IDs: 1 = Earnings Release, 2 = Press Release, 3 = Interim Report, 4 = Annual Report, 5 = Proxy Statement, 6 = Registration Statement
startDatestringNoOnly return documents dated on or after this ISO 8601 date (e.g., "2024-01-01")
endDatestringNoOnly return documents dated on or before this ISO 8601 date (e.g., "2024-12-31")
expandEventbooleanNoInclude expanded event details on each document
updatedAfterstringNoOnly return data updated after this ISO 8601 date (e.g., "2024-01-01")
updatedBeforestringNoOnly return data updated before this ISO 8601 date (e.g., "2024-12-31")
limitnumberNoMaximum number of items to return in a single request (default: 10, max: 500)
cursornumberNoPagination cursor from the previous response (nextCursor) for the next page
directionstringNoSort direction by id: "asc" or "desc" (default: asc)

Output

ParameterTypeDescription
transcriptsarrayTranscripts matching the filters
nextCursornumberCursor for fetching the next page of results (null when no more pages)

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).

Input

ParameterTypeRequiredDescription
apiKeystringYesQuartr API key
transcriptIdnumberYesQuartr document ID of the transcript (e.g., 432907)

Output

ParameterTypeDescription
documentobjectTranscript metadata
fileUrlstringURL of the transcript JSON file
filefileDownloaded transcript JSON file stored in execution files

quartr_list_audio

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

Input

ParameterTypeRequiredDescription
apiKeystringYesQuartr API key
companyIdsstringNoComma-separated list of Quartr company IDs (e.g., "4742,128")
eventIdsstringNoComma-separated list of Quartr event IDs (e.g., "128301")
tickersstringNoComma-separated list of company tickers (e.g., "AAPL,MSFT")
isinsstringNoComma-separated list of ISINs (e.g., "US0378331005")
ciksstringNoComma-separated list of SEC CIKs (e.g., "0000320193")
countriesstringNoComma-separated list of ISO 3166-1 alpha-2 country codes (e.g., "US,SE")
exchangesstringNoComma-separated list of exchange symbols, without whitespace (e.g., "NasdaqGS")
startDatestringNoOnly return audio dated on or after this ISO 8601 date (e.g., "2024-01-01")
endDatestringNoOnly return audio dated on or before this ISO 8601 date (e.g., "2024-12-31")
expandEventbooleanNoInclude expanded event details on each audio recording
updatedAfterstringNoOnly return data updated after this ISO 8601 date (e.g., "2024-01-01")
updatedBeforestringNoOnly return data updated before this ISO 8601 date (e.g., "2024-12-31")
limitnumberNoMaximum number of items to return in a single request (default: 10, max: 500)
cursornumberNoPagination cursor from the previous response (nextCursor) for the next page
directionstringNoSort direction by id: "asc" or "desc" (default: asc)

Output

ParameterTypeDescription
audioRecordingsarrayAudio recordings matching the filters
nextCursornumberCursor for fetching the next page of results (null when no more pages)

quartr_get_audio

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

Input

ParameterTypeRequiredDescription
apiKeystringYesQuartr API key
audioIdnumberYesQuartr audio ID (e.g., 123964)

Output

ParameterTypeDescription
audioobjectThe requested audio recording

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.

Input

ParameterTypeRequiredDescription
apiKeystringYesQuartr API key
companyIdsstringNoComma-separated list of Quartr company IDs (e.g., "4742,128")
eventIdsstringNoComma-separated list of Quartr event IDs (e.g., "128301")
tickersstringNoComma-separated list of company tickers (e.g., "AAPL,MSFT")
isinsstringNoComma-separated list of ISINs (e.g., "US0378331005")
ciksstringNoComma-separated list of SEC CIKs (e.g., "0000320193")
countriesstringNoComma-separated list of ISO 3166-1 alpha-2 country codes (e.g., "US,SE")
exchangesstringNoComma-separated list of exchange symbols, without whitespace (e.g., "NasdaqGS")
statesstringNoComma-separated list of live states to filter by: notLive, willBeLive, live, liveFailedInterrupted, liveFailedNoAccess, liveFailedNotStarted, processingRecording, processingRecordingFailed, recordingAvailable
startDatestringNoOnly return events on or after this ISO 8601 date (e.g., "2024-01-01")
endDatestringNoOnly return events on or before this ISO 8601 date (e.g., "2024-12-31")
transcriptVersionstringNoVersion of the live transcript stream: "1.6" or "1.7" (default: 1.6)
updatedAfterstringNoOnly return data updated after this ISO 8601 date (e.g., "2024-01-01")
updatedBeforestringNoOnly return data updated before this ISO 8601 date (e.g., "2024-12-31")
limitnumberNoMaximum number of items to return in a single request (default: 10, max: 500)
cursornumberNoPagination cursor from the previous response (nextCursor) for the next page
directionstringNoSort direction by id: "asc" or "desc" (default: asc)

Output

ParameterTypeDescription
liveEventsarrayLive events matching the filters
nextCursornumberCursor for fetching the next page of results (null when no more pages)

Notes

  • Category: tools
  • Type: quartr
Quartr