What is Quantesta?

Quantesta is an AI analyst for buy-side financial research. You ask research questions in plain language. It answers with structured analysis built from live financial data — quotes, fundamentals, statements, SEC filings, estimates, transcripts, news, ETFs, indices, FX, crypto, commodities, macro — with the numbers traceable to their sources.

It is built for market work: earnings and filing analysis, screening, technical reads, statistical checks, portfolio questions. It is research software — a finance-scoped research, education, and information tool. It does not give investment advice. Decisions are yours.

Who is it for?

People who do market research: portfolio managers, analysts, advisors, serious private investors. If your questions sound like “how did operating margins trend over eight quarters” rather than “what stock should I buy,” you are the intended user.

How is it different from a general AI chat?

Three ways. Sourced numbers — figures come from live data fetched during your session, not model memory, and the Sources panel shows every call. Real computation — statistics run as code in an isolated sandbox, not as mental arithmetic. Finance scope — an analyst, not a generalist.

Guide contents

Get started

Ask well

Features

Trust & method

Account

Updates

Questions this guide doesn’t answer: email quantesta@quantesta.com. For data use and privacy, see the Trust & Privacy FAQ.