Tool Comparison
Koyfin vs OTC Markets
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want ETF screeners, data visualizations, and custom dashboards.
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web, API, Other
Best if
- You want an API so you can script or automate things
- You want APIs & data feeds, improved filings, and order book / level II.
Pick Koyfin if
Koyfin
Free • From $468/yr · Web · Mobile
- You do a lot of your research from your phone
- You want ETF screeners, data visualizations, and custom dashboards.
Pick OTC Markets if
OTC Markets
Free • Contact for pricing · Web · API · Other
- You want an API so you can script or automate things
- You want APIs & data feeds, improved filings, and order book / level II.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Koyfin and OTC Markets cover a lot of the same ground (2 shared categories, screeners and news), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to OTC Markets's 6, including ETF screeners, data visualizations, and custom dashboards, plus a mobile app. OTC Markets counters by being completely free.
What readers say
Koyfin
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OTC Markets
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Key differences at a glance
- Mobile app
- Koyfin
- Broader coverage
- Koyfin20 vs 6 categories
- API access
- OTC Markets
- Global coverage
- Koyfin
- Asset coverage
- KoyfinAdds ETFs and mutual funds
- Free plan
- Both
What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
What OTC Markets does best
- Research OTCQX, OTCQB, OTCID, Pink Limited, and Expert Market securities through issuer pages with quotes, charts, financials, news, and tier context.
- The OTC Markets Stock Screener to narrow OTC securities before moving into issuer pages, filings, quote history, and disclosure context.
- License real-time Level 1 and Level 2 feeds for quotes, trades, reference data, and market-participant depth.
- Level 2+ for quote-book depth and market-participant information, with licensing that also includes Level 1 access.
- Use end-of-day files for closing trades, quotes, Caveat Emptor flags, and market tier.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $468/yr | Free • Contact for pricing |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | Market Data Licensing: note: Level 2 includes Level 1. CUSIP and Global OTC require additional ent... and OTC Disclosure API: rate limit per min: 1,000 |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | Yes |
Broker sync | Yes | — |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +3 more |
Categories covered | 20 | 6 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | 3 signals: Latency: Streaming, 15-min Delayed, and End of Day, Granularity: Tick and EOD +1 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | ICE Data Services |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | — |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit OTC Markets |
Standout features
The best features of Koyfin and OTC Markets.ShowHide
Standout features
What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
What OTC Markets does best
- Research OTCQX, OTCQB, OTCID, Pink Limited, and Expert Market securities through issuer pages with quotes, charts, financials, news, and tier context.
- The OTC Markets Stock Screener to narrow OTC securities before moving into issuer pages, filings, quote history, and disclosure context.
- License real-time Level 1 and Level 2 feeds for quotes, trades, reference data, and market-participant depth.
- Level 2+ for quote-book depth and market-participant information, with licensing that also includes Level 1 access.
- Use end-of-day files for closing trades, quotes, Caveat Emptor flags, and market tier.
All details
Every attribute we track for Koyfin and OTC Markets.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksBonds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/Developers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: USIdentifiers: Ticker and CUSIP |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Streaming15-min DelayedEnd of Day |
Data granularity | Not specified | TickEOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | ICE Data Services |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKey1,000 req/minDocs |
Import methods | ManualCSVCustodian | Not specified |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Not specified |
Export formats | CSVImagePDF | JSONCSVXML |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Not specified |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | OTC Markets Group Inc.Country: United StatesSupport: Email and Phone |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | Free“Public Website” |
| Entry paid plan | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | Subscription“Market Data Licensing”note: Level 2 includes Level 1. CUSIP and Global OTC require additional ent... |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | — |
| Tier 3 | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $3588/yr≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | Contact sales“OTC Disclosure API”rate limit per min: 1,000 |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Koyfin and OTC Markets?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while OTC Markets puts more weight on screeners, news, and APIs & data feeds. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and OTC Markets cost?
Good news: both Koyfin and OTC Markets have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Koyfin or OTC Markets on my phone?
Koyfin lists a dedicated mobile app, so it travels better. OTC Markets doesn't list a dedicated mobile app; its documented access is web, API, and other.
Does Koyfin or OTC Markets have an API?
OTC Markets has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Koyfin or OTC Markets?
It depends on what you're after. Pick Koyfin if ETF screeners and data visualizations matter to you; go with OTC Markets if you'd rather have APIs & data feeds and improved filings. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and OTC Markets cover?
Both cover stocks and bonds. Koyfin also handles ETFs, mutual funds, and closed-end funds.
Do Koyfin and OTC Markets offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Koyfin or OTC Markets?
Koyfin has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. OTC Markets is more region-specific, mainly North America.
Can I export data from Koyfin and OTC Markets?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Koyfin or OTC Markets?
Both Koyfin and OTC Markets include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Koyfin or OTC Markets?
Koyfin handles portfolio tracking. OTC Markets is really a research tool; you'd track your portfolio elsewhere.
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