VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, October 30, 2025

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Tool Comparison

Estimize vs OTC Markets comparison

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

Quick takeaways

Estimize adds Alerts, Calendar, Analyst Forecasts, and Inflation Rates coverage that OTC Markets skips.

OTC Markets includes Order Book / Level II, News, Ticker Changes, Splits, Dividends, Regulatory Filings Monitoring, and APIs & SDKs categories that Estimize omits.

In depth comparison

Estimize logo

Estimize

estimize.com

Crowdsourced earnings and macro estimates platform. The free community tier lets you view and contribute forecasts, while Premium ($99/month) unlocks the full dataset without contributing, plus screening and alerts. Enterprise clients can access data through real-time APIs, daily FTP feeds, or Excel files. A public REST API exists for community data.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • Crowdsourced EPS and revenue estimates on a non-GAAP basis, with more than 120,000 contributors and coverage of over 3,000 stocks and 80+ macro indicators each quarter.
  • Earnings and economic calendars (including CPI and PPI) with the ability for users to submit their own estimates.
  • Premium subscription provides access to the complete Estimize dataset without the need to contribute, plus advanced screening tools and customizable alerts ($99/month).
  • APIs and data delivery: a public REST API with some open endpoints, plus enterprise delivery via real-time API, daily FTP, or daily Excel files.
  • Embeddable Estimize widget available for third-party sites.

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OTC Markets logo

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

WebAPI

Pricing

FreeSubscription

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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Where they differ

Estimize

Distinct strengths include:

AlertsCalendarAnalyst ForecastsInflation Rates
  • Crowdsourced EPS and revenue estimates on a non-GAAP basis, with more than 120,000 contributors and coverage of over 3,000 stocks and 80+ macro indicators each quarter.
  • Earnings and economic calendars (including CPI and PPI) with the ability for users to submit their own estimates.
  • Premium subscription provides access to the complete Estimize dataset without the need to contribute, plus advanced screening tools and customizable alerts ($99/month).
  • APIs and data delivery: a public REST API with some open endpoints, plus enterprise delivery via real-time API, daily FTP, or daily Excel files.

OTC Markets

Distinct strengths include:

Order Book / Level IINewsTicker ChangesSplitsDividendsRegulatory Filings MonitoringAPIs & SDKs
  • 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

AttributeEstimizeOTC Markets
Categories

Which research workflows each platform targets

Shared: Screeners, Data APIs

Unique: Alerts, Calendar, Analyst Forecasts, Inflation Rates

Shared: Screeners, Data APIs

Unique: Order Book / Level II, News, Ticker Changes, Splits, Dividends, Regulatory Filings Monitoring, APIs & SDKs

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, API

Web, API

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Crowdsourced EPS and revenue estimates on a non-GAAP basis, with more than 120,000 contributors and coverage of over 3,000 stocks and 80+ macro indicators each quarter.
  • Earnings and economic calendars (including CPI and PPI) with the ability for users to submit their own estimates.
  • Premium subscription provides access to the complete Estimize dataset without the need to contribute, plus advanced screening tools and customizable alerts ($99/month).
  • APIs and data delivery: a public REST API with some open endpoints, plus enterprise delivery via real-time API, daily FTP, or daily Excel files.
  • Embeddable Estimize widget available for third-party sites.
  • Gamified forecasting with leagues, rankings, and leaderboards to measure analyst accuracy.

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

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Editor pick

Featured inside curated shortlists

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Frequently Asked Questions

Which workflows do Estimize and OTC Markets both support?

Both platforms cover Screeners, and Data APIs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Estimize and OTC Markets require subscriptions?

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

How can you access Estimize and OTC Markets?

Both Estimize 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?

Estimize differentiates itself with Crowdsourced EPS and revenue estimates on a non-GAAP basis, with more than 120,000 contributors and coverage of over 3,000 stocks and 80+ macro indicators each quarter., Earnings and economic calendars (including CPI and PPI) with the ability for users to submit their own estimates., and Premium subscription provides access to the complete Estimize dataset without the need to contribute, plus advanced screening tools and customizable alerts ($99/month)., 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..

Keep exploring

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.