★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
OTC Markets vs Roic AI
Pick OTC Markets if
OTC Markets
Free • Contact for pricing · Web · API · Other
- You care about improved filings, order book / level II, and official sources, things Roic AI doesn't offer
Pick Roic AI if
Roic AI
Free • From $29/mo · Web · API
- You care about financials, transcripts, and sheets / excel add-ins, things OTC Markets 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
OTC Markets and Roic AI cover a lot of the same ground (3 shared categories, screeners, news, and APIs & data feeds), so for the basics you won't go far wrong with either. Roic AI simply does more: 10 categories to OTC Markets's 6, including financials, transcripts, and sheets / excel add-ins. OTC Markets counters by being completely free.
What readers say
OTC Markets
Vote once to reveal the community verdict.
Roic AI
Vote once to reveal the community verdict.
Key differences at a glance
- Global coverage
- Roic AI
- Broader coverage
- Roic AI10 vs 6 categories
- 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 • Contact for pricing | Free • From $29/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 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 | 17 limits: Free: api requests per minute: 5, Free: historical data: 2 years +15 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | — | No |
Integrations | — | Google Sheets, ChatGPT +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | — |
Categories covered | 6 | 10 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Streaming, 15-min Delayed, and End of Day, Granularity: Tick and EOD +1 more | Latency: Real-time and End of Day and Granularity: EOD |
Data partners | ICE Data Services | — |
Capabilities | — | Universe builder |
| Try it | Visit OTC Markets | Visit Roic AI |
Where each one shines
What OTC Markets and Roic AI each do best.ShowHide
Where each one shines
What OTC Markets and Roic AI each do best.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.
What Roic AI does best
- Research coverage for public companies through web pages that combine business summaries, financial statements, earnings call transcripts, news, identifiers, and stock split history.
- The stock screener to filter companies by exchange, industry, revenue, market cap, operating margin, geography, and related criteria.
- Access to a REST API with API-key authentication and JSON responses by default, with CSV available where supported.
- Financial statement, transcript, news, stock split, company-logo, ticker-search, and spreadsheet batch endpoints from the API surface.
- Export support for data to JSON, CSV, Excel, or TSV depending on endpoint and workflow.
Every detail we compared
Every tracked attribute for OTC Markets and Roic AI, side by side.ShowHide
Every detail we compared
Every tracked attribute for OTC Markets and Roic AI, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBonds | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/Developers | Not specified |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: USIdentifiers: Ticker and CUSIP | Identifiers: Ticker, ISIN, and CUSIP |
| Data | ||
Data freshness | Streaming15-min DelayedEnd of Day | Real-timeEnd of Day |
Data granularity | TickEOD | EOD |
Data partners | ICE Data Services | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKey1,000 req/minDocs | Auth: APIKey |
Integrations | Not specified | Google SheetsChatGPTMCP Server |
Export formats | Not specified | CSVExcelJSON |
| Plans & trust | ||
Capability signals | Not specified | Universe builder |
Vendor & support | OTC Markets Group Inc.Country: United StatesSupport: Email and Phone | Roic AI, Inc.Support: Email |
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 | Free“Public Website” | Freeapi requests per minute: 5 · historical data: 2 years · +2 more |
| Entry paid plan | Subscription“Market Data Licensing”note: Level 2 licenses include Level 1 licenses; CUSIP and Global OTC add-o... | $29/mo“Individual”api requests per minute: 300 · historical data: 5 years · +2 more |
| Top plan | — | $89/mo“Professional”api requests: Unlimited · historical data: All available years · +3 more |
| Custom / enterprise | Contact sales“OTC Disclosure API”rate limit per min: 1,000 | Contact sales“Enterprise”api requests: Unlimited · commercial use api: Yes · +2 more |
Questions we keep getting
What's the difference between OTC Markets and Roic AI?
OTC Markets leans toward screeners, news, and APIs & data feeds, while Roic AI puts more weight on financials, transcripts, and news. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do OTC Markets and Roic AI cost?
Good news: both OTC Markets and Roic AI have free plans, so you can run them side by side and only pay if you hit a wall.
Do OTC Markets and Roic AI have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose OTC Markets or Roic AI?
It depends on what you're after. Pick OTC Markets if improved filings and order book / level II matter to you; go with Roic AI if you'd rather have financials and transcripts. And if you only need the basics both share, let price decide.
What asset classes do OTC Markets and Roic AI cover?
Both cover stocks. OTC Markets also handles bonds. Roic AI adds ETFs and closed-end funds on top.
Do OTC Markets and Roic AI offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: OTC Markets or Roic AI?
Roic AI 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 OTC Markets and Roic AI?
Roic AI exports to CSV and Excel. OTC Markets is stingier about getting data out.
Which has a better stock screener: OTC Markets or Roic AI?
Both OTC Markets and Roic AI include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Keep researching
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Feedback
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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.