★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs OTC Markets
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You do a lot of your research from your phone
- You care about ETF screeners, data visualizations, and custom dashboards, things OTC Markets doesn't offer
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 care about APIs & data feeds, improved filings, and order book / level II, things Koyfin doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
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
Vote once to reveal the community verdict.
OTC Markets
Vote once to reveal the community verdict.
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
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | 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 licenses include Level 1 licenses; CUSIP and Global OTC add-o... 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 |
Where each one shines
What Koyfin and OTC Markets each do best.ShowHide
Where each one shines
What Koyfin and OTC Markets each do best.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 coverage for OTCQX, OTCQB, OTCID, Pink, and Expert Market securities through public issuer pages with quotes, charts, financials, company news, and market-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+ products when quote, trade, security-reference, or market-participant depth data is needed in production systems.
- Level 2+ for quote-book depth and market-participant information, with licensing that also includes Level 1 access.
- Access to end-of-day OTC pricing files for closing trade and quote data plus OTC-specific attributes such as Caveat Emptor flags and market tier.
Every detail we compared
Every tracked attribute for Koyfin and OTC Markets, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and OTC Markets, side by side.| 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 | Not specified |
| 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.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | Free“Public Website” |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | Subscription“Market Data Licensing”note: Level 2 licenses include Level 1 licenses; CUSIP and Global OTC add-o... |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | — |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $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 |
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?
Koyfin exports to CSV. OTC Markets is stingier about getting data out.
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.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.