OTCQX and OTCQB listed companies are part of the new deal with Morningstar.
Finance Magnates
The operator of emerging Alternative Trading System (ATS) in the US capital markets, OTC Markets Group Inc, listed on its OTCQX venue under ticker OTCM, has today announced an agreement with Morningstar Inc (NASDAQ: MORN) that will enable related research reports and equity ratings to be issued on OTCQX and OTCQB listed companies and their investors.
The company already has nearly 10,000 listed firms on its platforms via its FINRA-regulated subsidiary OTC Link LLC which operates OTC ATS for its three venues. The deal with Morningstar is a step forward as the company aims to further enhance its operations by providing investors of certain of its public companies additional tools such as research and ratings - while at the same time making it easier for public companies to highlight themselves.
Morningstar is a leading provider of independent investment research and its quantitative equity ratings will be available on public companies that are traded on OTCQX and certain of OTCQB companies that opt-in, including on each company's quote page, as part of the agreement and as described below.
"OTCQX and subscribing OTCQB companies can, likewise, use these ratings and research reports to garner interest from investors."
Quantitative research
The addition of the reseach related features will help provide investors with Morningstar’s estimates of a companies fair market value as reflected in a firm's stock price, and will included the use of a rating system. For example, an undervalued stock with a good value price is given as many as 5 stars, whereas an overvalued stock that is overpriced would carrying a lower rating down to 1 star - indicating its potentially overbought.
Retail and/or institutional investors may use such research data when making decisions whether related to long term investing or day-trading or everything in between, as part of the due diligence process to research potential investment or trading opportunities, as is common in US capital markets on certain ATS venues or national market system (NMS) regional exchanges.
The quantitative reports that pull numbers from the public companies including their reported metrics and financials are presented as a file that is updated daily and available for investors to download or view, in order to better assess companies current and/or historical performance rankings, including any forecasts or analysis from Morningstar. According to the press release, these reports will be free for companies listed on OTCQX, and for a small annual fee to companies traded on OTCQB.
Commenting in the official press release, Jason Paltrowitz, Executive Vice President of Corporate Services at OTC Markets Group added, "The addition of quantitative Morningstar equity ratings and equity research reports for OTCQX and OTCQB companies will provide investors with an independent, quantitative valuation of stocks on our premium markets so they can make more informed investment decisions."
Mr. Paltrowitz concluded: "OTCQX and subscribing OTCQB companies can, likewise, use these ratings and research reports to garner interest from investors. We're thrilled to announce this agreement with Morningstar, which further deepens the body of research and tools available to OTCQX and OTCQB companies and their investors."
Morningstar provides data on more than 500,000 investment offerings spanning nearly every asset class including foreign Exchange from over 260 sources, and real-time market data on over 15 million equities (among other business the company is involved with), and accordingly is sought by early-stage fintech startups that need financial data to feed into their mobile or web-based applications. Morningstar recently sponsored and exhibited at Empire Startups New York Fintech conference that Finance Magnates had also reported about at the end of last month.
Source: photo by Steven Hatzakis
The operator of emerging Alternative Trading System (ATS) in the US capital markets, OTC Markets Group Inc, listed on its OTCQX venue under ticker OTCM, has today announced an agreement with Morningstar Inc (NASDAQ: MORN) that will enable related research reports and equity ratings to be issued on OTCQX and OTCQB listed companies and their investors.
The company already has nearly 10,000 listed firms on its platforms via its FINRA-regulated subsidiary OTC Link LLC which operates OTC ATS for its three venues. The deal with Morningstar is a step forward as the company aims to further enhance its operations by providing investors of certain of its public companies additional tools such as research and ratings - while at the same time making it easier for public companies to highlight themselves.
Morningstar is a leading provider of independent investment research and its quantitative equity ratings will be available on public companies that are traded on OTCQX and certain of OTCQB companies that opt-in, including on each company's quote page, as part of the agreement and as described below.
"OTCQX and subscribing OTCQB companies can, likewise, use these ratings and research reports to garner interest from investors."
Quantitative research
The addition of the reseach related features will help provide investors with Morningstar’s estimates of a companies fair market value as reflected in a firm's stock price, and will included the use of a rating system. For example, an undervalued stock with a good value price is given as many as 5 stars, whereas an overvalued stock that is overpriced would carrying a lower rating down to 1 star - indicating its potentially overbought.
Retail and/or institutional investors may use such research data when making decisions whether related to long term investing or day-trading or everything in between, as part of the due diligence process to research potential investment or trading opportunities, as is common in US capital markets on certain ATS venues or national market system (NMS) regional exchanges.
The quantitative reports that pull numbers from the public companies including their reported metrics and financials are presented as a file that is updated daily and available for investors to download or view, in order to better assess companies current and/or historical performance rankings, including any forecasts or analysis from Morningstar. According to the press release, these reports will be free for companies listed on OTCQX, and for a small annual fee to companies traded on OTCQB.
Commenting in the official press release, Jason Paltrowitz, Executive Vice President of Corporate Services at OTC Markets Group added, "The addition of quantitative Morningstar equity ratings and equity research reports for OTCQX and OTCQB companies will provide investors with an independent, quantitative valuation of stocks on our premium markets so they can make more informed investment decisions."
Mr. Paltrowitz concluded: "OTCQX and subscribing OTCQB companies can, likewise, use these ratings and research reports to garner interest from investors. We're thrilled to announce this agreement with Morningstar, which further deepens the body of research and tools available to OTCQX and OTCQB companies and their investors."
Morningstar provides data on more than 500,000 investment offerings spanning nearly every asset class including foreign Exchange from over 260 sources, and real-time market data on over 15 million equities (among other business the company is involved with), and accordingly is sought by early-stage fintech startups that need financial data to feed into their mobile or web-based applications. Morningstar recently sponsored and exhibited at Empire Startups New York Fintech conference that Finance Magnates had also reported about at the end of last month.
In this video, we take an in-depth look at @BlueberryMarketsForex , a forex and CFD broker operating since 2016, offering access to multiple trading platforms, over 1,000 instruments, and flexible account types for different trading styles.
We break down Blueberry’s regulatory structure, including its Australian Financial Services License (AFSL), as well as its authorisation and registrations in other jurisdictions. The review also covers supported platforms such as MetaTrader 4, MetaTrader 5, cTrader, TradingView, Blueberry.X, and web-based trading.
You’ll learn about available instruments across forex, commodities, indices, share CFDs, and crypto CFDs, along with leverage options, minimum and maximum trade sizes, and how Blueberry structures its Standard and Raw accounts.
We also explain spreads, commissions, swap rates, swap-free account availability, funding and withdrawal methods, processing times, and what traders can expect from customer support and additional services.
Watch the full review to see whether Blueberry’s trading setup aligns with your experience level, strategy, and risk tolerance.
📣 Stay up to date with the latest in finance and trading. Follow Finance Magnates for industry news, insights, and global event coverage.
Connect with us:
🔗 LinkedIn: /financemagnates
👍 Facebook: /financemagnates
📸 Instagram: https://www.instagram.com/financemagnates
🐦 X: https://x.com/financemagnates
🎥 TikTok: https://www.tiktok.com/tag/financemagnates
▶️ YouTube: /@financemagnates_official
#Blueberry #BlueberryMarkets #BrokerReview #ForexBroker #CFDTrading #OnlineTrading #FinanceMagnates #TradingPlatforms #MarketInsights
In this video, we take an in-depth look at @BlueberryMarketsForex , a forex and CFD broker operating since 2016, offering access to multiple trading platforms, over 1,000 instruments, and flexible account types for different trading styles.
We break down Blueberry’s regulatory structure, including its Australian Financial Services License (AFSL), as well as its authorisation and registrations in other jurisdictions. The review also covers supported platforms such as MetaTrader 4, MetaTrader 5, cTrader, TradingView, Blueberry.X, and web-based trading.
You’ll learn about available instruments across forex, commodities, indices, share CFDs, and crypto CFDs, along with leverage options, minimum and maximum trade sizes, and how Blueberry structures its Standard and Raw accounts.
We also explain spreads, commissions, swap rates, swap-free account availability, funding and withdrawal methods, processing times, and what traders can expect from customer support and additional services.
Watch the full review to see whether Blueberry’s trading setup aligns with your experience level, strategy, and risk tolerance.
📣 Stay up to date with the latest in finance and trading. Follow Finance Magnates for industry news, insights, and global event coverage.
Connect with us:
🔗 LinkedIn: /financemagnates
👍 Facebook: /financemagnates
📸 Instagram: https://www.instagram.com/financemagnates
🐦 X: https://x.com/financemagnates
🎥 TikTok: https://www.tiktok.com/tag/financemagnates
▶️ YouTube: /@financemagnates_official
#Blueberry #BlueberryMarkets #BrokerReview #ForexBroker #CFDTrading #OnlineTrading #FinanceMagnates #TradingPlatforms #MarketInsights
Exness CMO Alfonso Cardalda on Cape Town office launch, Africa growth, and marketing strategy
Exness CMO Alfonso Cardalda on Cape Town office launch, Africa growth, and marketing strategy
Exness is expanding its presence in Africa, and in this exclusive interview, CMO Alfonso Cardalda shares how.
Filmed during the grand opening of Exness’s new Cape Town office, Alfonso sits down with Andrea Badiola Mateos from Finance Magnates to discuss:
- Exness’s marketing approach in South Africa
- What makes their trading product stand out
- Customer retention vs. acquisition strategies
- The role of local influencers
- Managing growth across emerging markets
👉 Watch the full interview for fundamental insights into the future of trading in Africa.
#Exness #Forex #Trading #SouthAfrica #CapeTown #Finance #FinanceMagnates
Exness is expanding its presence in Africa, and in this exclusive interview, CMO Alfonso Cardalda shares how.
Filmed during the grand opening of Exness’s new Cape Town office, Alfonso sits down with Andrea Badiola Mateos from Finance Magnates to discuss:
- Exness’s marketing approach in South Africa
- What makes their trading product stand out
- Customer retention vs. acquisition strategies
- The role of local influencers
- Managing growth across emerging markets
👉 Watch the full interview for fundamental insights into the future of trading in Africa.
#Exness #Forex #Trading #SouthAfrica #CapeTown #Finance #FinanceMagnates
How does the Finance Magnates newsroom handle sensitive updates that may affect a brand?
How does the Finance Magnates newsroom handle sensitive updates that may affect a brand?
Yam Yehoshua, Editor-in-Chief at Finance Magnates, explains the approach: reaching out before publication, hearing all sides, and making careful, case-by-case decisions with balance and responsibility.
⚖ Balanced reporting
📞 Right of response
📰 Responsible journalism
#FinanceMagnates #FinancialJournalism #ResponsibleReporting #FinanceNews #EditorialStandards
Yam Yehoshua, Editor-in-Chief at Finance Magnates, explains the approach: reaching out before publication, hearing all sides, and making careful, case-by-case decisions with balance and responsibility.
⚖ Balanced reporting
📞 Right of response
📰 Responsible journalism
#FinanceMagnates #FinancialJournalism #ResponsibleReporting #FinanceNews #EditorialStandards
Executive Interview | Kieran Duff | Head of UK Growth & Business Development, Darwinex | FMLS:25
Executive Interview | Kieran Duff | Head of UK Growth & Business Development, Darwinex | FMLS:25
Here is our conversation with Kieran Duff, who brings a rare dual view of the market as both a broker and a trader at Darwinex.
We begin with his take on the Summit and then turn to broker growth. Kieran shares one quick, practical tip brokers can use right now to improve performance. We also cover the rising spotlight on prop trading and whether it is good or bad for the trading industry.
Kieran explains where Darwinex sits on the CFDs-broker-meets-funding spectrum, and how the model differs from the typical setups seen across the market.
We finish with a look at how he uses AI in his daily workflow — both inside the brokerage and in his own trading.
Here is our conversation with Kieran Duff, who brings a rare dual view of the market as both a broker and a trader at Darwinex.
We begin with his take on the Summit and then turn to broker growth. Kieran shares one quick, practical tip brokers can use right now to improve performance. We also cover the rising spotlight on prop trading and whether it is good or bad for the trading industry.
Kieran explains where Darwinex sits on the CFDs-broker-meets-funding spectrum, and how the model differs from the typical setups seen across the market.
We finish with a look at how he uses AI in his daily workflow — both inside the brokerage and in his own trading.
Why does trust matter in financial news? #TrustedNews #FinanceNews #CapitalMarkets
Why does trust matter in financial news? #TrustedNews #FinanceNews #CapitalMarkets
According to Yam Yehoshua, Editor-in-Chief at Finance Magnates, in a world flooded with information, the difference lies in rigorous cross-checking, human scrutiny, and a commitment to publishing only factual, trustworthy reporting.
📰 Verified reporting
🔎 Human-led scrutiny
✅ Facts over noise
According to Yam Yehoshua, Editor-in-Chief at Finance Magnates, in a world flooded with information, the difference lies in rigorous cross-checking, human scrutiny, and a commitment to publishing only factual, trustworthy reporting.
📰 Verified reporting
🔎 Human-led scrutiny
✅ Facts over noise
