YCharts is the closest drop-in replacement with overlapping coverage in Data Visualizations, Portfolio, and Correlation while adding Screeners and Stock Comparison coverage and Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks. and Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns. features (category overlap ~73%).
VOL. XCIV, NO. 247
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Monday, January 5, 2026
Programmatic picks
Alternatives to okama
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test okama against peers before committing to a long-term plan.
View free alternativesQuick takeaways
Free tiers remain available through PortfoliosLab, Koyfin, Portfolio123, TradingView, MacroMicro, OpenBB, GuruFocus, Portfolio Visualizer, ETF Insider, FINVIZ, ETF Action, Trackinsight, Fiscal.ai, Stock Rover, and Alpha Vantage for side-by-side testing.
Need mobile access? Koyfin, TradingView, and GuruFocus bring phone-ready workflows that okama lacks.
Round out your stack with new coverage areas like Screeners, Stock Comparison, ETF Comparison, and Watchlist.
Similarity score 1537Category overlap: 73%
Shared coverage
Data VisualizationsPortfolioCorrelationRisk MetricsData APIsETF Performance
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Why investors switch
- Expands into Screeners, Stock Comparison, and ETF Comparison coverage beyond what okama offers.
- Standout features include Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
- Pair it with okama if you still need Quant, Backtesting, and Monte Carlo.
Adds coverage: Screeners, Stock Comparison, ETF Comparison, and Watchlist
Standout features: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators., and Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Similarity score 1475Category overlap: 64%
Shared coverage
QuantData VisualizationsPortfolioCorrelationBacktestingRisk Metrics
Assets: Stocks, ETFs, and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Watchlist, Factor Exposure, and Stock Comparison coverage beyond what okama offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
- Pair it with okama if you still need Monte Carlo, ETF Performance, and Inflation Rates.
Adds coverage: Watchlist, Factor Exposure, Stock Comparison, and ETF Comparison
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Similarity score 1398Category overlap: 55%
Shared coverage
Data VisualizationsPortfolioBacktestingETF PerformanceInflation RatesInterest Rates
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what okama offers.
- Standout features include Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace..
- Pair it with okama if you still need Quant, Correlation, and Risk Metrics.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and Money Flow
Standout features: Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., and Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.
Similarity score 1377Category overlap: 64%
Shared coverage
QuantData VisualizationsPortfolioCorrelationBacktestingData APIs
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Screeners, Stock Ideas, and Watchlist coverage beyond what okama offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with okama if you still need Risk Metrics, Monte Carlo, and ETF Performance.
Adds coverage: Screeners, Stock Ideas, Watchlist, and Financials
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Similarity score 1338Category overlap: 55%
Shared coverage
QuantData VisualizationsPortfolioBacktestingETF PerformanceInflation Rates
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Options & Derivatives coverage beyond what okama offers.
- Standout features include Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., and Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks..
- Pair it with okama if you still need Correlation, Risk Metrics, and Monte Carlo.
Adds coverage: Screeners, ETF Screeners, Options & Derivatives, and Watchlist
Standout features: Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks., and Global multi‑asset screeners (stocks, ETFs, bonds, crypto coins, CEX and DEX pairs) with 400+ filter fields, multiple timeframes, auto‑refresh, and data export for external analysis.
Similarity score 1332Category overlap: 55%
Shared coverage
Data VisualizationsCorrelationBacktestingData APIsInflation RatesInterest Rates
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into ETF Screeners, ETF Comparison, and Which ETF includes this Stock? coverage beyond what okama offers.
- Standout features include Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., and Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting..
- Pair it with okama if you still need Quant, Portfolio, and Risk Metrics.
Adds coverage: ETF Screeners, ETF Comparison, Which ETF includes this Stock?, and Calendar
Standout features: Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting., and Economic Calendar with Google/Apple Calendar sync (available to annual-plan subscribers).
Similarity score 1332Category overlap: 55%
Shared coverage
QuantData VisualizationsData APIsETF PerformanceInflation RatesInterest Rates
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into APIs & SDKs, Sheets / Excel Add-ins, and Custom Dashboards coverage beyond what okama offers.
- Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
- Pair it with okama if you still need Portfolio, Correlation, and Backtesting.
Adds coverage: APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, and News
Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
Similarity score 1306Category overlap: 55%
Shared coverage
Data VisualizationsPortfolioBacktestingData APIsInflation RatesInterest Rates
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what okama offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with okama if you still need Quant, Correlation, and Risk Metrics.
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Investor Holdings
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 1306Category overlap: 86%
Shared coverage
QuantData VisualizationsCorrelationBacktestingRisk MetricsMonte Carlo
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Factor Exposure coverage beyond what okama offers.
- Standout features include Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., and Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model..
- Pair it with okama if you still need Portfolio, Data APIs, and ETF Performance.
Adds coverage: Factor Exposure
Standout features: Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model., and Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.
Similarity score 1294Category overlap: 55%
Shared coverage
Data VisualizationsPortfolioCorrelationRisk MetricsData APIsETF Performance
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into ETF Screeners, Screeners, and Factor Exposure coverage beyond what okama offers.
- Standout features include Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks..
- Pair it with okama if you still need Quant, Backtesting, and Monte Carlo.
Adds coverage: ETF Screeners, Screeners, Factor Exposure, and ETF Overview
Standout features: Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., and ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
#11 Alternative
Similarity score 1274Category overlap: 55%
Shared coverage
QuantData VisualizationsPortfolioCorrelationBacktestingRisk Metrics
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Why investors switch
- Expands into Financials, Screeners, and News coverage beyond what okama offers.
- Standout features include Multi‑asset analysis across equities, ETFs, crypto, FX and commodities., Strategy backtesting plus event backtesting around specific announcements., and Portfolio optimization (mean‑variance, risk parity, hierarchical) and risk metrics (drawdown, beta, correlation)..
- Pair it with okama if you still need Monte Carlo, Data APIs, and ETF Performance.
Adds coverage: Financials, Screeners, News, and Regulatory Filings Monitoring
Standout features: Multi‑asset analysis across equities, ETFs, crypto, FX and commodities., Strategy backtesting plus event backtesting around specific announcements., Portfolio optimization (mean‑variance, risk parity, hierarchical) and risk metrics (drawdown, beta, correlation)., and Advanced stock screening and financial statement breakdowns.
#12 Alternative
Similarity score 1274Category overlap: 55%
Shared coverage
PortfolioCorrelationRisk MetricsMonte CarloInflation RatesInterest Rates
Assets: Stocks, ETFs, and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Why investors switch
- Expands into Sheets / Excel Add-ins, Broker Connectors, and Screeners coverage beyond what okama offers.
- Standout features include Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., and Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter..
- Pair it with okama if you still need Quant, Data Visualizations, and Backtesting.
Adds coverage: Sheets / Excel Add-ins, Broker Connectors, Screeners, and Options & Derivatives
Standout features: Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter., and Portfolio & research templates: Efficient Frontier, correlation/volatility/drawdowns, fundamentals and historical statements via hf_* functions.
#13 Alternative
Similarity score 1205Category overlap: 67%
Shared coverage
QuantData VisualizationsCorrelationBacktestingRisk MetricsMonte Carlo
Assets: Stocks, ETFs, and Currencies
Experience: Intermediate and Advanced
Why investors switch
- Expands into Screeners, APIs & SDKs, and Auto-Trading & Bots coverage beyond what okama offers.
- Standout features include Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore., Walk‑forward testing integrated with optimization; in/out‑of‑sample stats., and Monte Carlo simulation (custom metrics can drive optimization/WF objective)..
- Pair it with okama if you still need Portfolio, Data APIs, and ETF Performance.
Adds coverage: Screeners, APIs & SDKs, and Auto-Trading & Bots
Standout features: Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore., Walk‑forward testing integrated with optimization; in/out‑of‑sample stats., Monte Carlo simulation (custom metrics can drive optimization/WF objective)., and Very fast multi‑threaded optimization with 3D optimization surface visualization.
Similarity score 1150Category overlap: 45%
Shared coverage
Data VisualizationsPortfolioCorrelationBacktestingETF Performance
Assets: Stocks, ETFs, and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Screeners, News, and Alerts coverage beyond what okama offers.
- Standout features include Stock screener with extensive fundamental/technical/news/ETF filters; Elite unlocks additional customizable filters and views., Elite: real-time stock quotes & charts (free is delayed); includes premarket (4:00–9:30 AM) and after-hours (4:00–8:00 PM)., and Multi-layout charting with drawing tools, indicators, and automatic pattern recognition; technical studies are saved automatically..
- Pair it with okama if you still need Quant, Risk Metrics, and Monte Carlo.
Adds coverage: Screeners, News, Alerts, and Calendar
Standout features: Stock screener with extensive fundamental/technical/news/ETF filters; Elite unlocks additional customizable filters and views., Elite: real-time stock quotes & charts (free is delayed); includes premarket (4:00–9:30 AM) and after-hours (4:00–8:00 PM)., Multi-layout charting with drawing tools, indicators, and automatic pattern recognition; technical studies are saved automatically., and ETF analytics with full holdings breakdown (beyond top-10) plus performance & structural metrics, including a treemap composition view.
Similarity score 1068Category overlap: 45%
Shared coverage
Data VisualizationsPortfolioBacktestingData APIsETF Performance
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into ETF Overview, ETF Holdings, and ETF Fundamentals coverage beyond what okama offers.
- Standout features include Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., and Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates..
- Pair it with okama if you still need Quant, Correlation, and Risk Metrics.
Adds coverage: ETF Overview, ETF Holdings, ETF Fundamentals, and ETF Valuation
Standout features: Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates., and Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).
Similarity score 1008Category overlap: 45%
Shared coverage
Data VisualizationsPortfolioBacktestingData APIsETF Performance
Assets: ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into ETF Screeners, ETF Comparison, and ETF Overview coverage beyond what okama offers.
- Standout features include Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors., Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks., and Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence..
- Pair it with okama if you still need Quant, Correlation, and Risk Metrics.
Adds coverage: ETF Screeners, ETF Comparison, ETF Overview, and ETF Holdings
Standout features: Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors., Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks., Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence., and Personal lists (“lists”) let users create, manage and monitor custom collections of ETFs as flexible watchlists for research and monitoring.
Similarity score 1007Category overlap: 36%
Shared coverage
Data VisualizationsPortfolioData APIsETF Performance
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Screeners, Stock Comparison, and Watchlist coverage beyond what okama offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
- Pair it with okama if you still need Quant, Correlation, and Backtesting.
Adds coverage: Screeners, Stock Comparison, Watchlist, and Investor Holdings
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Similarity score 991Category overlap: 36%
Shared coverage
Data VisualizationsPortfolioCorrelationMonte Carlo
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what okama offers.
- Standout features include Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools..
- Pair it with okama if you still need Quant, Backtesting, and Risk Metrics.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and ETF Comparison
Standout features: Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools., and Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
#19 Alternative
Similarity score 975Category overlap: 36%
Shared coverage
QuantPortfolioBacktestingData APIs
Assets: Stocks, ETFs, and Commodities
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- Expands into Screeners, Performance Attribution, and Scenario & Stress Tests coverage beyond what okama offers.
- Standout features include Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe-all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..
- Pair it with okama if you still need Data Visualizations, Correlation, and Risk Metrics.
Adds coverage: Screeners, Performance Attribution, Scenario & Stress Tests, and Alerts
Standout features: Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe-all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs., and Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
Similarity score 969Category overlap: 27%
Shared coverage
Data APIsInflation RatesInterest Rates
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into News, News Sentiment, and Market Sentiment coverage beyond what okama offers.
- Standout features include Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., and US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV..
- Pair it with okama if you still need Quant, Data Visualizations, and Portfolio.
Adds coverage: News, News Sentiment, Market Sentiment, and Calendar
Standout features: Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV., and Fundamental data suite covering company overview, income statement, balance sheet, cash flow, dividends, splits, shares outstanding, ETF profile & holdings, listing/delisting status, earnings history, earnings estimates, and earnings/IPO calendars.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Data Visualizations×17Portfolio×15Backtesting×13Data APIs×12Correlation×11ETF Performance×9Inflation Rates×8Interest Rates×8
New angles introduced
Categories the alternatives add beyond okama.
Screeners+15ETF Holdings+12ETF Overview+12Financials+12News+12Watchlist+12APIs & SDKs+10Alerts+9
Access & Pricing
Free options
15/20
15 of 20 alternatives keep a free tier for trials.
Mobile ready
4/20
4 alternatives bring native mobile access.
API availability
13/20
13 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
8 starred / 11 tested
8 tools are flagged as analyst picks; 11 have been hands-on tested.
Avg. coverage overlap
53%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to okama?
okama users most often consider YCharts, PortfoliosLab, and Koyfin as their go-to alternatives.
Which alternatives keep a free tier?
PortfoliosLab, Koyfin, Portfolio123, TradingView, MacroMicro, OpenBB, GuruFocus, Portfolio Visualizer, ETF Insider, FINVIZ, ETF Action, Trackinsight, Fiscal.ai, Stock Rover, and Alpha Vantage offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top okama alternatives cover?
Expect deep coverage across Backtesting, Correlation, Data APIs, Data Visualizations, ETF Performance, Inflation Rates, Interest Rates, Monte Carlo, Portfolio, Quant, and Risk Metrics, so you can port most okama workflows without much friction.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Got ideas for new features?
Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.