VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

View Calcbench View OTC Markets Back to Home

Head-to-head

Calcbench vs OTC Markets comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Calcbench adds Financials, Improved Filings, Flags, Management Compensation, Acquisitions, Sheets / Excel Add-ins, and Blogs coverage that OTC Markets skips.

OTC Markets includes Order Book / Level II, News, Splits, Dividends, and Screeners categories that Calcbench omits.

Calcbench highlights: As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics., Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts., and Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API..

OTC Markets is known for: Real‑Time Level 1+ (inside bid/offer + trades) and Level 2+ (full quote book with market participant IDs) data products; Delayed Level 1+ on a 15‑minute basis; End‑of‑Day snapshots., Level 2 quote montage specification (fields: MPID, price, QAP, size, time‑of‑update) and display requirements., and Reference & pricing files (security master with optional CUSIP), plus End‑of‑Day pricing files; secure SFTP delivery supported..

Calcbench

calcbench.com

SEC-filings and earnings‑release data platform built for analysts. Coverage includes as‑reported financial statements, footnotes/disclosures text, segments & breakouts, earnings press‑release numerics (incl. non‑GAAP and guidance), proxies, 8‑Ks, and SEC comment letters. ‘Trace’ any number back to the source filing. Point‑in‑time fundamentals with publication timestamps are available for backtests. Excel (Windows) add‑in is full‑featured; Office 365 (Mac/Web) and Google Sheets add‑ins are lighter. API access is separate from standard subscriptions.

Platforms

Web

Desktop

API

Pricing

Free

Subscription

Quick highlights

As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics.
Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts.
Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API.
Point‑in‑time fundamentals: standardized metrics stamped with first‑available timestamps to avoid look‑ahead bias.
Auditor & auditor‑fee dataset with flags; M&A purchase‑price‑allocation dataset.

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OTC Markets

otcmarkets.com

Primary operator and market data source for U.S. OTC equities via OTC Link ATS/ECN/NQB (SEC‑regulated ATSs). Commercial data products include Real‑Time Level 1+ (inside quote & trades), Level 2+ (full quote book with MPIDs), 15‑minute delayed Level 1+, End‑of‑Day, reference/security master, and compliance datasets (Blue Sky, Promotion/CE, Compliance Analytics). Delivery options include real‑time multicast feeds, SFTP/FTP files, and a REST Disclosure API. Website provides delayed quotes, corporate actions, screeners and issuer news (DNS).

Platforms

Web

API

Pricing

Free

Subscription

Quick highlights

Real‑Time Level 1+ (inside bid/offer + trades) and Level 2+ (full quote book with market participant IDs) data products; Delayed Level 1+ on a 15‑minute basis; End‑of‑Day snapshots.
Level 2 quote montage specification (fields: MPID, price, QAP, size, time‑of‑update) and display requirements.
Reference & pricing files (security master with optional CUSIP), plus End‑of‑Day pricing files; secure SFTP delivery supported.
Disclosure API (REST, JSON/CSV/XML) with app‑key auth; filter by symbol/CUSIP/company; document retrieval; plan‑level rate‑limit guidance.
Compliance & regulatory data: Blue Sky Data (state eligibility monitoring), Promotion Data file (Caveat Emptor/tier/share data), and Compliance Analytics (multi‑factor risk scoring).

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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Ticker Changes, Data APIs, and APIs & SDKs plus 1 more area.

Where they differ

Calcbench

Distinct strengths include:

Financials

Improved Filings

Flags

Management Compensation

Acquisitions

Sheets / Excel Add-ins

Blogs

As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics.
Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts.
Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API.
Point‑in‑time fundamentals: standardized metrics stamped with first‑available timestamps to avoid look‑ahead bias.

OTC Markets

Distinct strengths include:

Order Book / Level II

Real‑Time Level 1+ (inside bid/offer + trades) and Level 2+ (full quote book with market participant IDs) data products; Delayed Level 1+ on a 15‑minute basis; End‑of‑Day snapshots.
Level 2 quote montage specification (fields: MPID, price, QAP, size, time‑of‑update) and display requirements.
Reference & pricing files (security master with optional CUSIP), plus End‑of‑Day pricing files; secure SFTP delivery supported.
Disclosure API (REST, JSON/CSV/XML) with app‑key auth; filter by symbol/CUSIP/company; document retrieval; plan‑level rate‑limit guidance.

Feature-by-feature breakdown

Attribute	Calcbench	OTC Markets
Categories Which research workflows each platform targets	Shared: Ticker Changes, Data APIs, APIs & SDKs, Regulatory Filings Monitoring Unique: Financials, Improved Filings, Flags, Management Compensation, Acquisitions, Sheets / Excel Add-ins, Blogs	Shared: Ticker Changes, Data APIs, APIs & SDKs, Regulatory Filings Monitoring Unique: Order Book / Level II, News, Splits, Dividends, Screeners
Asset types Supported asset classes and universes	Stocks	Stocks, Bonds
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Desktop, API	Web, API
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics. Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts. Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API. Point‑in‑time fundamentals: standardized metrics stamped with first‑available timestamps to avoid look‑ahead bias. Auditor & auditor‑fee dataset with flags; M&A purchase‑price‑allocation dataset. Excel add‑in (Windows, full), Office 365 add‑in (Mac/Web, limited), and Google Sheets add‑on; Python API client.	Unique Real‑Time Level 1+ (inside bid/offer + trades) and Level 2+ (full quote book with market participant IDs) data products; Delayed Level 1+ on a 15‑minute basis; End‑of‑Day snapshots. Level 2 quote montage specification (fields: MPID, price, QAP, size, time‑of‑update) and display requirements. Reference & pricing files (security master with optional CUSIP), plus End‑of‑Day pricing files; secure SFTP delivery supported. Disclosure API (REST, JSON/CSV/XML) with app‑key auth; filter by symbol/CUSIP/company; document retrieval; plan‑level rate‑limit guidance. Compliance & regulatory data: Blue Sky Data (state eligibility monitoring), Promotion Data file (Caveat Emptor/tier/share data), and Compliance Analytics (multi‑factor risk scoring). Coverage of OTC Link ATS via MIC 'OTCM'; OTC Link ATS/ECN/NQB each operate as SEC‑regulated ATSs.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Calcbench and OTC Markets both support?

Both platforms cover Ticker Changes, Data APIs, APIs & SDKs, and Regulatory Filings Monitoring workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Calcbench and OTC Markets require subscriptions?

Both Calcbench and OTC Markets keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Calcbench and OTC Markets?

Both Calcbench and OTC Markets prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Calcbench differentiates itself with As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics., Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts., and Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API., whereas OTC Markets stands out for Real‑Time Level 1+ (inside bid/offer + trades) and Level 2+ (full quote book with market participant IDs) data products; Delayed Level 1+ on a 15‑minute basis; End‑of‑Day snapshots., Level 2 quote montage specification (fields: MPID, price, QAP, size, time‑of‑update) and display requirements., and Reference & pricing files (security master with optional CUSIP), plus End‑of‑Day pricing files; secure SFTP delivery supported..

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