VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 19, 2025

View OTC MarketsView Snowball Analytics Home My Collections

Head-to-head

OTC Markets vs Snowball Analytics comparison

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

Quick takeaways

OTC Markets adds Data APIs, Order Book / Level II, Ticker Changes, Regulatory Filings Monitoring, and APIs & SDKs coverage that Snowball Analytics skips.

Snowball Analytics includes Portfolio, Watchlist, Backtesting, Dividend, Calendar, Financials, Scores, and Broker Connectors categories that OTC Markets omits.

OTC Markets 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., and Reference & pricing files (security master with optional CUSIP), plus End‑of‑Day pricing files; secure SFTP delivery supported..

Snowball Analytics is known for: Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting., Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener., and Portfolio rebalancing based on target categories; one‑click buy/sell suggestions..

Snowball Analytics offers mobile access, which OTC Markets skips.

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

Web
API

Pricing

Free
Subscription

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
View full profileVisit site
Snowball Analytics logo

Snowball Analytics

snowball-analytics.com

Portfolio & dividend tracker with multi-currency support and broker syncing via Yodlee/SnapTrade. Dividend Rating (13-factor score), dividend/ex‑div calendars, rebalancing by categories, benchmarking (indices or any asset on paid tiers), and 30+ years backtests. Quotes are delayed; site explicitly notes data is not necessarily real‑time. Mobile apps on iOS/Android.

Platforms

Web
Mobile

Pricing

Free
Subscription

Quick highlights

  • Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting.
  • Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener.
  • Portfolio rebalancing based on target categories; one‑click buy/sell suggestions.
  • Benchmarking vs major indices on lower tiers; benchmark to any asset on higher tiers.
  • Backtests for portfolio ideas (10 years on lower tiers; 30+ years on Investor/Expert).

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site
Overlap

Shared focus areas

4 overlaps

Mutual strengths include News, Splits, and Dividends plus 1 more area.

Where they differ

OTC Markets

Distinct strengths include:

Data APIs
Order Book / Level II
Ticker Changes
Regulatory Filings Monitoring
APIs & 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.

Snowball Analytics

Distinct strengths include:

Portfolio
Watchlist
Backtesting
Dividend
Calendar
Financials
Scores
Broker Connectors
  • Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting.
  • Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener.
  • Portfolio rebalancing based on target categories; one‑click buy/sell suggestions.
  • Benchmarking vs major indices on lower tiers; benchmark to any asset on higher tiers.

Feature-by-feature breakdown

AttributeOTC MarketsSnowball Analytics
Categories

Which research workflows each platform targets

Shared: News, Splits, Dividends, Screeners

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

Shared: News, Splits, Dividends, Screeners

Unique: Portfolio, Watchlist, Backtesting, Dividend, Calendar, Financials, Scores, Broker Connectors

Asset types

Supported asset classes and universes

Stocks, Bonds

Stocks, ETFs, Mutual Funds, Bonds, Cryptos, Real Estate

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, Mobile

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

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.

Unique

  • Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting.
  • Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener.
  • Portfolio rebalancing based on target categories; one‑click buy/sell suggestions.
  • Benchmarking vs major indices on lower tiers; benchmark to any asset on higher tiers.
  • Backtests for portfolio ideas (10 years on lower tiers; 30+ years on Investor/Expert).
  • Multi‑portfolio analytics, watchlists, model & public portfolios.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do OTC Markets and Snowball Analytics both support?

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

Do OTC Markets and Snowball Analytics require subscriptions?

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

Which tool has mobile access?

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

What unique strengths set the two platforms apart?

OTC Markets differentiates itself with 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., whereas Snowball Analytics stands out for Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting., Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener., and Portfolio rebalancing based on target categories; one‑click buy/sell suggestions..

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.