VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Saturday, December 6, 2025

Tool Comparison

GuruFocus vs OTC Markets comparison

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

Quick takeaways

GuruFocus adds Stock Ideas, Stock Comparison, Portfolio, Backtesting, Investor Holdings, US Government Trades, Alerts, Calendar, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Financials, Valuation Models, Scores, Transcripts, Insider Data, 13F, 13D/13G, ETF Overview, ETF Holdings, ETF Valuation, ETF Performance, Sheets / Excel Add-ins, AI, and AI Chat coverage that OTC Markets skips.

OTC Markets includes Order Book / Level II, Ticker Changes, Splits, Dividends, and Regulatory Filings Monitoring categories that GuruFocus omits.

GuruFocus ships a mobile app. OTC Markets is web/desktop only.

In depth comparison

GuruFocus logo

GuruFocus

gurufocus.com

Editor’s pick Hands-on review

Global equity research and value-investing platform with deep fundamental data, guru/insider/politician portfolios, powerful screeners and backtesting, macro dashboards, and spreadsheets/API access. Best for fundamentals‑driven investors and pros willing to pay for depth; UI is dense but incredibly data‑rich.

Platforms

WebMobileAPI

Pricing

FreeSubscription

Quick highlights

  • All‑In‑One Screener with hundreds of fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields.
  • Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades.
  • Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals.
  • Up to ~30 years of global financial statements, ratios, and per‑share series for 90k+ stocks, plus 8k+ institutional investors and 4,600+ economic indicators.
  • Proprietary valuation and quality metrics including GF Score, GF Value Line, predictability scores, warning signs, Peter Lynch charts, and DCF/WACC calculators.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
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).

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet

Where they differ

GuruFocus

Distinct strengths include:

  • All‑In‑One Screener with hundreds of fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields.
  • Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades.
  • Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals.
  • Up to ~30 years of global financial statements, ratios, and per‑share series for 90k+ stocks, plus 8k+ institutional investors and 4,600+ economic indicators.

OTC Markets

Distinct strengths include:

  • 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

AttributeGuruFocusOTC Markets
Categories

Which research workflows each platform targets

Shared: Screeners, News, Data APIs, APIs & SDKs

Unique: Stock Ideas, Stock Comparison, Portfolio, Backtesting, Investor Holdings, US Government Trades, Alerts, Calendar, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Financials, Valuation Models, Scores, Transcripts, Insider Data, 13F, 13D/13G, ETF Overview, ETF Holdings, ETF Valuation, ETF Performance, Sheets / Excel Add-ins, AI, AI Chat

Shared: Screeners, News, Data APIs, APIs & SDKs

Unique: Order Book / Level II, Ticker Changes, Splits, Dividends, Regulatory Filings Monitoring

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Funds

Stocks, Bonds

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile, API

Web, API

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • All‑In‑One Screener with hundreds of fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields.
  • Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades.
  • Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals.
  • Up to ~30 years of global financial statements, ratios, and per‑share series for 90k+ stocks, plus 8k+ institutional investors and 4,600+ economic indicators.
  • Proprietary valuation and quality metrics including GF Score, GF Value Line, predictability scores, warning signs, Peter Lynch charts, and DCF/WACC calculators.
  • Macro & market‑valuation suite: Buffett Indicator, Shiller P/E (by market and sector), yield curves, global market valuation, Fed net liquidity, debt‑to‑GDP, and more.

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

Yes

Not yet

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do GuruFocus and OTC Markets both support?

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

Do GuruFocus and OTC Markets require subscriptions?

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

Which tool has mobile access?

GuruFocus ships a dedicated mobile experience, while OTC Markets focuses on web or desktop access.

What unique strengths set the two platforms apart?

GuruFocus differentiates itself with All‑In‑One Screener with hundreds of fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields., Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades., and Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals., 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

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.