Most platforms assume a single tax jurisdiction. A cross-border resident has two — and the expensive mistakes hide where the systems meet: treaty filings, superficial loss, §871(m) withholding, PFIC and DRIP treatment.
Calm clarity across Canada and the U.S. — 37 proprietary engines and 57 tools: screeners, cross-border arbitrage, filing diffs, drill-results and insider clusters, all answered in plain English by Quinn.
Every number clicks through to its source.
Powered by institutional-grade market data — live quotes, 30-year price history & deep fundamentals, with automatic failover.
Tool, engine & endpoint counts read live · see AI Transparency for per-engine methodology · live status
Why we built Quintarthai.
Canadian and US disclosure read against one ledger instead of two disconnected feeds — so a Toronto listing and its New York cross-listing finally line up.
Every figure shows how it was computed and flags what hasn't been expert-reviewed. We don't inflate the numbers — we'd rather be trusted than impressive.
Beta users aren't named on the homepage yet — we name customers only with explicit consent. Our policy on social proof honesty · Press inquiries: press@quintessentianetwork.com
One membership. The whole desk.
Every screener and intelligence engine below comes with a Quintarthai membership — and here's exactly why an investor reaches for each one.
You can't hand-read 10,000 tickers. A screener narrows the entire market down to the handful of names worth your capital — by strategy, by exposure, or by who's buying. It's how the next IPO, a momentum breakout or a mispriced cross-border name surfaces before the crowd finds it — instead of after.
Stock Screener
24 institutional strategies + 27 data buckets across NYSE, NASDAQ, TSX & TSX-V. Screen by momentum, value or insider clusters — or build your own filter and find the names before the crowd does.
e.g. Screen NYSE/NASDAQ/TSX for debt/equity<0.5 + 12-mo momentum top decile + insider buy cluster.
24 strategies · 27 bucketsIndex Screener
Index breadth and the live market-mood read, so you know the regime you're trading into before you deploy capital — not after.
e.g. "Is the S&P rally broad?" — 412 advancers vs 91 decliners, 73% above 50-DMA = healthy breadth.
breadth · moodETF Screener
Screen ETFs by exposure, cost and flows — including Canadian-listed and cross-border funds most US tools simply don't carry.
e.g. "Show TSX-listed all-world ETFs under 0.25% MER with positive 3-month flows" — e.g. XEQT vs VEQT.
exposure · cost · flowsIPO Screener
The whole IPO pipeline plus per-IPO S-1 deep-dives — so you reach the next debut, understand the risks, and decide before it prices.
e.g. Snap S-1: $400M float, 180-day lock-up, Goldman lead, "going concern" risk flagged — before it prices.
pipeline + S-1 deep-divesInsider Tracker
Market-wide SEC Form 4 and Canadian SEDI insider buying & selling, live — see who's backing their own stock with their own money.
e.g. "Show me clusters of CEO/CFO open-market buys at SOFI in the last 90 days" — Form 4 + SEDI, live.
SEC Form 4 · SEDI · liveFinding a name is the easy half. These intelligence engines tell you whether to trust it — the delisting risk, whether insider buying is actually predictive, the cross-border price gap, the tax exposure — so you commit capital on evidence, not a hunch.
Risk Monitor
A 12-factor delisting & risk score from 0–100 — float concentration, promoter language, jurisdiction risk and more. Avoid the blow-ups before the market reprices them.
e.g. Flags a $0.30 micro-cap: 71% float held by 2 insiders + "transformative" promoter language = risk 78/100.
12-factor · 0–100Cross-Border Arb
FX-adjusted spreads on 59 dual-listed US/Canada pairs — the price gap between a TSX and NYSE listing that retail screeners never surface.
e.g. Shopify TSX vs NYSE: C$ price + USDCAD says NYSE is 0.4% cheaper after FX right now.
59 pairs · FX-adjustedInsider Analysis
Backtests insider cluster-buys against their forward 1/3/6-month return — so you know whether the buying is actually predictive, or just noise.
e.g. "NVDA insiders bought 4× pre-Q3; their clusters beat SPY by +11% over the next 3 months."
cluster + edge backtestCompliance Suite
Blue-sky exemptions across 8 US states + 5 Canadian provinces, flow-through share tax, warrant tracking and regulatory alerts — the cross-border paperwork, solved.
e.g. Can I offer this private placement to accredited investors in TX, FL, and Ontario under blue-sky exemptions?
blue-sky · FTS · warrantsScenario Engine
Type "iPhone revenue drops 12%" in plain English and watch the DCF cascade to a new fair value in seconds — stress-test a thesis before you size it.
e.g. "AAPL iPhone revenue -12%" -> DCF fair value drops from $241 to $214, terminal growth held flat
NLP → DCFBuilt by a dual-resident who got tired of US-only tools that quietly broke every Canadian tax mechanic.
Most platforms assume you file in one country. We assume you don't. Treaty filings, superficial loss, §871(m), DRIP optimization — all native, not bolted on.
Ask Quinn anything across 45 financial research tools.
Insider trades, drill-result interpretation, cross-listed arb spreads, Sharia compliance, SEC filings, options screening. One assistant, every surface.
Verdict: expensive versus a sector median near 25×. Why it matters for you: you're paying a premium for durability, not growth — size the entry accordingly.
SMA-50/200 backtest survives the Deflated-Sharpe luck filter only at DSR 0.92 → no reliable edge — the trend is real but not separable from luck. Honest call, not a buy signal.
| Ticker | Price | Fwd P/E | Smart-money | Edge |
|---|---|---|---|---|
| AAPL | $291.13 | 30.7× | Moderate | none |
| MSFT | $390.74 | 31.2× | High | DSR 0.97 |
| GOOG | $176.30 | 21.8× | Moderate | none |
| AMZN | $214.10 | 34.5× | Low | none |
Everything serious researchers need, in one platform.
Specialized engines for cross-border North American intelligence.
Conversational AI assistant
RAG-grounded across NI 43-101, S-K 1300, EDGAR, SEDI. Ask about drill results, resource estimates, deposit geology, or insider behavior in plain English.
AI-powered12-factor risk monitor
Composite risk scoring (0–100) across float concentration, promotional language NLP, jurisdiction risk, and shell company flags. Quantify risk before it surfaces.
NASDAQ · TSX-VCross-border spreads
Near-realtime FX-adjusted spread analysis between dual-listed TSX and US tickers. Volume divergence scoring + cross-border spread indicators.
TSX ↔ NYSE/NASDAQSEDI + Form 4, unified
Every insider filing from SEDI & SEC Form 4 in one place. Transaction-context tagging (open market vs option exercise vs gift) + historical patterns.
SEDI · Form 4Three-statement modeling
Connected DCF modeling with NLP prompts. Type "iPhone revenue drops 12%" and see cascading impacts on valuation in seconds. Apex & Prime tiers.
Institutional gradeBlue Sky + flow-through
State-by-state exemption checker across 8 US states + 5 Canadian provinces (expanding monthly). Flow-through share tax calculator, warrant tracking, regulatory alerts.
US · Canada22-tab research terminal
VPIN order-flow estimates, strategy-backtest comparisons, market-risk composites, heatmaps, options-flow visualizations. Research only — not trading signals.
Trader+ · Near-realtimeSix standards, side by side
AAOIFI · DJIM · MSCI Series + M-Series · FTSE Yasaar · S&P Shariah. Purification calculator on non-compliant income. Sukuk coverage. Methodology shown for every verdict.
Halal investingIncident monitoring
Near-realtime global events intelligence: 13+ official sources (Fed, ECB, CNBC, FT) with NER enrichment and LLM-powered deep analysis on an interactive map.
Live · Sovereign-AIClick-to-source receipts
Every figure Quinn cites carries a click-to-source receipt that links straight to the exact SEC EDGAR accession or SEDAR+ filing it was drawn from. A deterministic, no-LLM number path means nothing is hallucinated, and clicking the marker lets you verify the form, accession number, and as-of date at the source.
Trust layerConviction tracker
Fuses four streams of insider signal — congressional trades under the STOCK Act, clustered Form 4 buying, 13F institutional ownership with named holders, and activist 13D stakes — into a single transparent conviction score. Every input is itemized in a full breakdown, so you see exactly which smart-money sources drive the read rather than a black-box number.
AlgorithmEarly-warning watchlist
Multiplies a per-ticker delisting-risk score by FINRA days-to-cover, then overlays a FRED macro regime read across VIX, the high-yield spread, and the yield curve. A fully deterministic early-warning signal with no LLM anywhere in the number path, surfacing fragile names before broad-market stress compounds the risk.
AlgorithmRisk-first composite
QuinnScore distills delisting risk, float and ownership concentration, fundamentals and volatility into a single risk-first composite from 0 to 100. Every point is drillable, exposing the transparent breakdown of how each factor moves the gauge so the verdict is never a black box.
AlgorithmFlow & IV screens
Surfaces the options chain with an implied-volatility summary and unusual-volume flow detection (exchange-delayed), plus covered-call and wheel screeners that surface income-strategy candidates across the chain.
AlgorithmThematic radar
A scanning radar that sweeps thematic buckets — 52-week setups, insider clusters, unusual volume and more — to surface names sitting beyond your watchlist. Each candidate arrives tagged with the exact signal that flagged it, so a fresh name is never a black box.
IntelligenceThree steps to smarter investing.
From raw regulatory filings to analytical intelligence — in seconds, not hours.
Connect your universe
Add tickers to your watchlist. Quintarthai instantly begins scraping SEDAR+, EDGAR, and SEDI for every filing and insider trade.
AI does the heavy lifting
26 engines analyze filings as they post: risk scoring, insider classification, arbitrage detection, geological interpretation, Sharia screening, options flow, congress trades, scenario modeling, and more.
Act with confidence
Get low-latency data alerts, build financial scenarios with natural language, and ask Quinn any question about your holdings.
Under the hood — engines & pipelines.
The infrastructure that powers the surfaces above — data pipelines, scoring algorithms, AI primitives. Not a duplicate list of features — the wiring beneath them.
SEDAR+ Scraper
Automated scraping of Canadian regulatory filings with PDF parsing and OCR.
Data pipelineEDGAR Pipeline
Continuous SEC filing ingestion via XBRL — 8-Ks, 10-Qs, Form 4, and more.
Data pipelineSEDI Ingestion Pipeline
Nightly ETL of every Canadian insider filing — behavioral clustering, transaction-context tagging, dedupe across name spellings.
Data pipelineCIK Mapper
Cross-reference US CIK numbers with Canadian tickers for dual-listed stocks.
Data pipeline12-Factor Risk Algorithm
The composite-scoring algo behind the Delisting Risk Monitor — float concentration, promoter-language NLP, jurisdiction risk, audit-firm reliability, 8 more.
AlgorithmFX-Spread Algorithm
The math behind the Cross-Border Arbitrage surface — live FX, volume divergence, and optimal-leg direction logic for dual-listed names.
AlgorithmDrill Interpreter
Automated NI 43-101 report parsing with assay interpretation and deposit scoring.
AI engineGeo-LLM
Custom language model for geological and mining domain queries.
AI engineBlue Sky Checker
State-by-state exemption analysis for US securities offerings plus Canadian compliance.
ComplianceFTS Calculator
Flow-through share tax benefit calculator for eligible Canadian mining expenditures.
ComplianceWarrant Watch
Track warrant exercises, expiry dates, and in-the-money alerts across your portfolio.
IntelligenceDCF Sensitivity Solver
The numerical engine behind the Scenario Engine surface — parses natural-language scenarios, runs DCF + sensitivity grids, returns deltas to fair value.
AlgorithmEvent Annotator
Overlay qualitative event flags (earnings, management changes) onto price charts.
NewOCR Pipeline
Extract structured data from scanned PDFs and legacy regulatory filings.
Data pipelineRLHF Feedback
Continuous AI improvement using community feedback for model fine-tuning.
AI engineTransparent Billing
One-click cancel, prorated refunds, zero dark patterns. Always.
NewProvenance Ledger
Every figure Quinn cites carries a click-to-source receipt that links straight to the exact SEC EDGAR accession or SEDAR+ filing it was drawn from. A deterministic, no-LLM number path means nothing is hallucinated, and clicking the marker lets you verify the form, accession number, and as-of date at the source.
Trust layerSmart-Money Tracker
Fuses four streams of insider signal — congressional trades under the STOCK Act, clustered Form 4 buying, 13F institutional ownership with named holders, and activist 13D stakes — into a single transparent conviction score. Every input is itemized in a full breakdown, so you see exactly which smart-money sources drive the read rather than a black-box number.
AlgorithmDelisting Watchlist + Macro
Multiplies a per-ticker delisting-risk score by FINRA days-to-cover, then overlays a FRED macro regime read across VIX, the high-yield spread, and the yield curve. A fully deterministic early-warning signal with no LLM anywhere in the number path, surfacing fragile names before broad-market stress compounds the risk.
AlgorithmSOUND + EDGE (Triple-Check)
Runs a fundamental quality screen across PE, ROE, margin, and growth, then backtests an SMA-50/200 crossover and gates the result through a Deflated-Sharpe luck filter. An edge is reported as real only when the Deflated Sharpe Ratio clears 0.95; anything below that threshold is honestly labeled luck rather than signal.
AlgorithmQuinnScore
QuinnScore distills delisting risk, float and ownership concentration, fundamentals and volatility into a single risk-first composite from 0 to 100. Every point is drillable, exposing the transparent breakdown of how each factor moves the gauge so the verdict is never a black box.
AlgorithmFiling-Diff Engine
Performs a structural year-over-year diff of 10-K and 40-F risk-factor sections, applying a red-flag lexicon to surface added, removed, and modified disclosures. Built to fail safe on exotic filing HTML, covering roughly 65-70% of documents and never emitting garbage output.
AI engineCross-Border Disclosure Map
Classifies all 59 dual-listed US/Canada pairs by their governing SEC disclosure form — distinguishing MJDS 40-F filers from full 10-K registrants and Canadian NI 51-102 reporters. Deterministic and fabrication-proof, it is the wiring that powers Quintarthai's cross-border coverage.
Data pipelineCross-Border Tax-Loss Harvester
Surfaces every harvestable loss across your holdings, applying the correct rule by tax residence — US wash-sale for American accounts, Canadian superficial-loss for Canadian ones — so each realized loss is validated against the jurisdiction that actually governs it. It also catches the dual-listed substantially-identical trap, flagging when buying the other listing of a cross-border name would silently deny the loss you just harvested.
ComplianceNA Tax Engine
A North-American tax suite that optimizes RRSP and TFSA contributions, models US dividend withholding and Section 871(m) exposure, and runs wash-sale and superficial-loss checks across cross-border holdings. It also confirms DRIP eligibility and produces a year-end tax estimate, turning account-level activity into actionable, jurisdiction-aware planning.
ComplianceEV / Resource-Ounce
Divides a miner's enterprise value by its contained NI 43-101 / S-K 1300 resource ounces, then places the result inside grade-aware valuation bands. The cleanest yardstick for comparing junior miners on a like-for-like basis.
AlgorithmShort × Delisting Squeeze
Crosses FINRA days-to-cover against the delisting composite and overlays the live price trend to test whether tightening short coverage is building toward a squeeze or masking a structural decline. The verdict separates a genuine short-squeeze setup from a confirmed path to delisting.
AlgorithmInsider-Cluster Edge Backtest
Backtests open-market insider buys against their forward 1-, 3-, and 6-month returns versus a baseline, surfacing hit-rate at each horizon under strict no-lookahead discipline. It reports honestly on thin samples rather than overstating signal, so weak or sparse insider activity reads as exactly that.
AlgorithmWatchlist What-Changed
Snapshots each watchlist ticker's latest SEC filing and price, then diffs the current state against the last on every look. Surfaces receipted NEW_FILING events and price-move deltas accrued since you last checked, so nothing on the list changes silently between visits.
IntelligenceOptions Flow
Surfaces the options chain with an implied-volatility summary and unusual-volume flow detection (exchange-delayed), plus covered-call and wheel screeners that surface income-strategy candidates across the chain.
AlgorithmSPAC Analyzer
Tracks blank-check SPACs and resource-SPACs through their full lifecycle, surfacing trust value per share and the redemption deadlines that govern investor exits. Analyzes the proposed target and de-SPAC combination so the pooled trust, the clock, and the merger are read as one decision.
AI engineEarnings Engine
Tracks each ticker's reported earnings history alongside an upcoming-release calendar, and parses each new release shortly after it posts. Quinn then writes a plain-language earnings summary per ticker, turning raw quarterly results into a decision-ready brief.
AI engineDiscovery Engine
A scanning radar that sweeps thematic buckets — 52-week setups, insider clusters, unusual volume and more — to surface names sitting beyond your watchlist. Each candidate arrives tagged with the exact signal that flagged it, so a fresh name is never a black box.
IntelligenceThree regulators in. One assistant out.
SEDAR+, EDGAR, and SEDI all pipe through Quinn — categorized, deduped, cross-referenced — before they reach your workspace.
Every number has a receipt.
Every engine is reproducible.
Institutions don't trust a black box. Quintarthai is built so a compliance officer, a PM, or an auditor can trace every figure back to its primary filing — and re-run every signal deterministically, the same way, every time.
Provenance you can audit
Every figure Quinn cites carries a click-to-source receipt — linked to the exact SEC EDGAR accession or SEDAR+ filing it came from. Click the marker, see the form, accession number and as-of date. No hallucinated numbers.
⌖ click-to-source · liveDeterministic, not generative
Risk scores, delisting watchlists, smart-money signals and edge backtests run as deterministic engines — same inputs, same output, every time. No LLM sits in the number-path, so nothing is invented. Reproducible for compliance.
no-LLM analysis pathCross-border by design
59 dual-listed US/Canada pairs, 13 regulatory jurisdictions, MJDS / NI 51-102-aware. SEDAR+, EDGAR and SEDI in one workspace — the coverage a North-American mandate actually needs, not a US tool bolted onto Canada.
59 pairs · 13 jurisdictionsOne workspace. Every regulator. Both passports.
The Quinn workspace pulls SEDAR+, EDGAR, SEDI, and 6 Sharia standards into one terminal. Built for analysts who already use Bloomberg, Koyfin, or FactSet — not against them.
Built for analysts who want speed over decoration. See the live workspace →
Included with every plan
One membership unlocks the whole desk — 5 screeners + 5 intelligence engines, not a paywall maze.
Research like an institution. Priced for every investor.
Start free. Upgrade when you're ready. Cancel anytime with prorated refund.
- 30 Quinn queries per month
- 5 tickers watchlist
- Basic delisting risk
- Cross-Border Arb (Alpha+)
- Market data (NYSE, NASDAQ, TSX, TSX-V)
- Sharia Screening — 10 screens/day (AAOIFI)
- Full /trading/ access
- Market Risk · VIX · Regime
- Microstructure · VPIN
- Large-wallet & on-chain analytics
- Multi-factor research · Strategy backtesting · Indicator overlays
- Heatmap · Journal · Charts
- 500 Quinn queries/month
- Main dashboard, full access
- 1000 Quinn queries/month
- Insider Tracker & Analysis
- Compliance Suite
- Cross-Border Arb (full)
- Stock / Index / ETF / IPO Screeners
- Unlimited watchlist
- Sharia Screening — 3 of 6 standards (AAOIFI, DJIM, MSCI Islamic) · upgrade for full 6
- Everything in Alpha, plus:
- Trading Intelligence (/trading/)
- 2000 Quinn queries/month
- Scenario Engine · OCR Pipeline
- SEDAR+ deep search
- Drill Interpreter · FTS Calculator
- Backtesting
- Sharia Screening — full + 6-standard side-by-side
- Everything in Apex, plus:
- 4000 Quinn queries/month
- Full REST API access
- Priority support & DAM
- White-label reports (post-funding · Q4 2026)
- SLA 99.9% uptime
- Custom integrations (post-funding · Q4 2026)
- Team collaboration (post-funding · Q4 2026)
- Sharia Screening — full + REST API access
No "unlimited" tier — every cap is honest and server-enforced. See methodology →
Compare all features across Quintarthai tiers
| Feature | Core | Trader | Alpha | Apex | Prime |
|---|---|---|---|---|---|
| Quinn queries / month | 30 | 500 | 1,000 | 2,000 | 4,000 |
| Watchlist size | 5 | Unlimited | Unlimited | Unlimited | Unlimited |
| Market data (NYSE · NASDAQ · TSX · TSX-V) | ✓ | ✓ | ✓ | ✓ | ✓ |
| Cross-Border Arbitrage | — | — | ✓ (full) | ✓ (full) | ✓ (full) |
| Insider Tracker & Analysis | basic | — | ✓ | ✓ | ✓ |
| Compliance Suite (Blue Sky · FTS · Warrant) | — | — | ✓ | ✓ | ✓ |
| Trading Intelligence (/trading/) | — | ✓ | — | ✓ | ✓ |
| Market Risk · VIX · Regime | — | ✓ | — | ✓ | ✓ |
| Microstructure · VPIN | — | ✓ | — | ✓ | ✓ |
| Scenario Engine · OCR · SEDAR+ deep search | — | — | — | ✓ | ✓ |
| Drill Interpreter · FTS Calculator | — | — | — | ✓ | ✓ |
| Sharia screening | AAOIFI · 10/day | — | 3 of 6 | All 6 + side-by-side | All 6 + REST API |
| REST API access | — | — | — | — | ✓ |
| SLA 99.9% uptime | — | — | — | — | ✓ |
| Priority support & DAM | — | — | — | — | ✓ |
| White-label / Custom / Team (post-funding · Q4 2026) | — | — | — | — | ✓ |
Two markets. One verdict.
Investors using AI for cross-border North American market intelligence. Start free. 30 Quinn queries a month. No card. Cancel inside two clicks if it doesn't earn its keep.
The Cross-Border Investor's Playbook.
How dual-listed TSX/NYSE tickers, SEDAR+ filings, and EDGAR data combine to surface arbitrage opportunities and insider-flow patterns most US-only research tools miss.