okama Alternatives & Competitors

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Replacement verdicts

okama logo

Alternatives to okama

Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which okama competitor is worth testing first.

Looking for a okama replacement? We've profiled 20 alternatives by workflow fit, pricing flexibility, caveats, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations, this list helps you choose what to test first.

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

GuruFocus logo

GuruFocus

Closest replacement

Best for: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

  • GuruFocus best matches the base workflow on strategy backtesting, portfolio tracking, and charting and technical analysis.
  • GuruFocus keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free account has limited platform access..

Watch for: Paid access is region and tier dependent: The existing profile records annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

PortfoliosLab logo

PortfoliosLab

Best workflow fit

Best for: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in a single low-cost web workflow.

  • PortfoliosLab best matches the base workflow on portfolio analytics, strategy backtesting, and portfolio tracking.
  • PortfoliosLab keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history..

Watch for: Free tier is small: Free access is capped at 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations per month, and 5 years of history.

Portfolio123 logo

Portfolio123

Strong runner-up

Best for: Rules-based investors who want point-in-time stock and ETF simulations.

  • Portfolio123 best matches the base workflow on strategy backtesting, quant research, and portfolio tracking.
  • Portfolio123 keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free Manage module is separate from paid Research, API, and DataMiner access..

Watch for: Advanced research is paid: Free Manage covers portfolio tracking, while ranking, screening, backtesting, API, and DataMiner workflows sit behind paid trials or subscriptions.

Portfolio Visualizer logo

Portfolio Visualizer

Strong runner-up

Best for: DIY investors and advisors who need portfolio backtests, Monte Carlo analysis, optimization, correlations, factor regression, and fund analytics from a web tool.

  • Portfolio Visualizer best matches the base workflow on portfolio analytics, strategy backtesting, and quant research.
  • Portfolio Visualizer keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free tier supports portfolios with up to 15 assets and limited history..

Watch for: Free tier is constrained: The free tier limits portfolio size/history and excludes current-year/YTD results, so serious workflows usually need Basic or Pro.

Detailed Alternatives

01
GuruFocus logo

GuruFocus

Analyst PickHands-on Tested
Closest replacementWorkflow overlap 80%

Bottom line: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free

Why switch

  • GuruFocus best matches the base workflow on strategy backtesting, portfolio tracking, and charting and technical analysis.
  • GuruFocus matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

  • Major switch gaps: missing Commodities and Currencies coverage, missing Risk Metrics and Monte Carlo workflows, and does not clearly cover portfolio analytics, quant research, and market data API.
  • Avoid as a full replacement if you rely on portfolio analytics, quant research, and market data API.
  • Paid access is region and tier dependent: The existing profile records annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
  • Free-plan limits: Signup required, Free account has limited platform access., and Free members have limited portfolio capacity..

Shared coverage

QuantData VisualizationsPortfolioCorrelationBacktestingAPIs & Data Feeds
Best free-tier fitWorkflow overlap 70%

Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in a single low-cost web workflow.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks, ETFs, and Currencies
Experience
Beginner, Intermediate, and Advanced
Plans
Free

Why switch

  • PortfoliosLab best matches the base workflow on portfolio analytics, strategy backtesting, and portfolio tracking.
  • PortfoliosLab matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Watchlist, Factor Exposure, Performance Attribution, and Stock Comparison.

Watch out

  • Major switch gaps: missing Commodities coverage, missing Monte Carlo, ETF Analysis, and Macro Data workflows, and does not clearly cover quant research, market data API, and historical market data.
  • Avoid as a full replacement if you rely on quant research, market data API, and historical market data.
  • Free tier is small: Free access is capped at 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations per month, and 5 years of history.
  • Free-plan limits: Signup required, Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history., and Plus is shown from $8.33/month annually, Pro from $20.83/month annually, and Max from $75/month annually with MCP access..

Shared coverage

QuantData VisualizationsPortfolioCorrelationBacktestingRisk Metrics
03
Portfolio123 logo

Portfolio123

Analyst PickHands-on Tested
Best free-tier fitWorkflow overlap 70%

Bottom line: Rules-based investors who want point-in-time stock and ETF simulations.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Free

Why switch

  • Portfolio123 best matches the base workflow on strategy backtesting, quant research, and portfolio tracking.
  • Portfolio123 matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Screeners, Stock Ideas, Scores, and Valuation Models.

Watch out

  • Major switch gaps: missing Commodities, Currencies, and Mutual Funds coverage, missing Risk Metrics, Monte Carlo, and ETF Analysis workflows, and does not clearly cover portfolio analytics, market data API, and historical market data.
  • Avoid as a full replacement if you rely on portfolio analytics, market data API, and historical market data.
  • Advanced research is paid: Free Manage covers portfolio tracking, while ranking, screening, backtesting, API, and DataMiner workflows sit behind paid trials or subscriptions.
  • Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access., and Homepage-led screener and backtesting access is time limited..

Shared coverage

QuantData VisualizationsPortfolioCorrelationBacktestingAPIs & Data Feeds
04
Portfolio Visualizer logo

Portfolio Visualizer

Hands-on Tested
Best free-tier fitWorkflow overlap 60%

Bottom line: DIY investors and advisors who need portfolio backtests, Monte Carlo analysis, optimization, correlations, factor regression, and fund analytics from a web tool.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free

Why switch

  • Portfolio Visualizer best matches the base workflow on portfolio analytics, strategy backtesting, and quant research.
  • Portfolio Visualizer matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Factor Exposure, Performance Attribution, Screeners, and ETF Screeners.

Watch out

  • Major switch gaps: missing API access, missing Commodities and Currencies coverage, and missing Portfolio, APIs & Data Feeds, and ETF Analysis workflows.
  • Avoid as a full replacement if you rely on market data API, historical market data, and API and market data.
  • Free tier is constrained: The free tier limits portfolio size/history and excludes current-year/YTD results, so serious workflows usually need Basic or Pro.
  • Free-plan limits: Signup required, Free tier supports portfolios with up to 15 assets and limited history., and Basic is listed at $30/month billed annually..

Shared coverage

QuantData VisualizationsCorrelationBacktestingRisk MetricsMonte Carlo
Broad workflow fitWorkflow overlap 70%

Bottom line: Quant and portfolio users who need live factor dashboards, stock/factor screeners, portfolio factor analysis, attribution, hedging, and an open API.

Replacement
Partial replacement
Pricing fit
Paid-only mismatch
Free tier
No
Platforms
Web and API
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced

Why switch

  • FactorsToday best matches the base workflow on portfolio analytics, strategy backtesting, and quant research.
  • FactorsToday matches the base audience on Intermediate, Advanced, and quants and developers.
  • You gain Screeners, Stock Comparison, Factor Exposure, and Performance Attribution.

Watch out

  • Major switch gaps: missing Commodities and Currencies coverage, missing Monte Carlo, ETF Analysis, and Macro Data workflows, and does not clearly cover market data API, historical market data, and macro and fund research.
  • Avoid as a full replacement if you rely on market data API, historical market data, and macro and fund research.
  • Pricing not published: The site exposes many public tools and an open API, but no public commercial pricing or long-term access policy is clearly published.
  • Free-plan limits: FactorsToday public pages show sign-in options but expose dashboards and API documentation publicly., API documentation says the API is limited to 10 requests per second per IP address., and No public paid pricing table was found during verification..

Shared coverage

QuantData VisualizationsPortfolioCorrelationBacktestingRisk Metrics
06
TradingView logo

TradingView

Analyst PickHands-on Tested
Best free-tier fitWorkflow overlap 60%

Bottom line: Traders and investors who want charting, alerts, screeners, and market coverage across many asset classes.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Commodities
Experience
Beginner, Intermediate, and Advanced
Plans
Free

Why switch

  • TradingView best matches the base workflow on strategy backtesting, portfolio tracking, and charting and technical analysis.
  • TradingView matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Screeners, ETF Screeners, Stock Ideas, and Stock Comparison.

Watch out

  • Major switch gaps: missing API access, missing Mutual Funds coverage, and missing Risk Metrics, Monte Carlo, and APIs & Data Feeds workflows.
  • Avoid as a full replacement if you rely on portfolio analytics, quant research, and market data API.
  • Real-time market data can require add-ons: The profile notes optional real-time quote subscriptions and exchange-specific data fees.
  • Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars., and Some real-time exchange data is sold separately from platform plans..

Shared coverage

QuantData VisualizationsPortfolioCorrelationBacktestingMacro Data
07
Stock Rover logo

Stock Rover

Hands-on Tested
Best free-tier fitWorkflow overlap 60%

Bottom line: Serious individual investors who want deep North American stock, ETF, and fund screening.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free

Why switch

  • Stock Rover best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
  • Stock Rover matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.

Watch out

  • Major switch gaps: missing API access, missing Commodities and Currencies coverage, and missing Quant, Backtesting, and APIs & Data Feeds workflows.
  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and market data API.
  • North America-focused coverage: The existing profile records U.S. and Canadian exchange support plus OTC boards.
  • Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required., and Free plan has monthly limits for Stock Scores and Research Reports..

Shared coverage

Data VisualizationsPortfolioCorrelationRisk MetricsMonte CarloETF Analysis
08
TipRanks logo

TipRanks

Analyst PickHands-on Tested
Best free-tier fitWorkflow overlap 50%

Bottom line: Retail investors who want analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks, ETFs, and Commodities
Experience
Beginner, Intermediate, and Advanced
Plans
Free

Why switch

  • TipRanks best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
  • TipRanks matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Stock Ideas, Top Analysts, Screeners, and ETF Screeners.

Watch out

  • Major switch gaps: missing Mutual Funds coverage, missing Quant, Correlation, and Backtesting workflows, and does not clearly cover strategy backtesting, quant research, and market data API.
  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and market data API.
  • Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
  • Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month., and Free API-key tier is limited to 5 requests per minute and 50 requests per month..

Shared coverage

Data VisualizationsPortfolioRisk MetricsAPIs & Data FeedsMacro Data
Best free-tier fitWorkflow overlap 50%

Bottom line: Macro-driven investors who want global economic charts, cycle indicators, ETF tools, 13F/COT views, earnings summaries, and lightweight backtesting in a single visual workspace.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks, ETFs, and Commodities
Experience
Beginner, Intermediate, and Advanced
Plans
Free

Why switch

  • MacroMicro best matches the base workflow on strategy backtesting, portfolio tracking, and charting and technical analysis.
  • MacroMicro matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain ETF Screeners, ETF Comparison, Which ETF includes this Stock?, and Calendar.

Watch out

  • Major switch gaps: missing Mutual Funds coverage, missing Quant, Portfolio, and Risk Metrics workflows, and does not clearly cover portfolio analytics, quant research, and market data API.
  • Avoid as a full replacement if you rely on portfolio analytics, quant research, and market data API.
  • Downloads and API are expensive: Data downloads are Business/API-oriented, and API Essential is listed at $5,000/year.
  • Free-plan limits: Signup required, Individual monthly pricing is listed at $20/month for MM PRO, $25/month for MM Prime, and $28/month for MM Max., and API Essential is listed at $5,000/year with a 7-day free trial and 5,000 API calls or downloads per month..

Shared coverage

Data VisualizationsCorrelationBacktestingAPIs & Data FeedsMacro Data
10
ETF Insider logo

ETF Insider

Analyst PickHands-on Tested
Best free-tier fitWorkflow overlap 60%

Bottom line: ETF and mutual fund investors who need holdings look-through, overlap, concentration, correlation, factor exposure, and efficient-frontier style portfolio views.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free

Why switch

  • ETF Insider best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
  • ETF Insider matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain ETF Screeners, Screeners, Factor Exposure, and ETF Overlap.

Watch out

  • Major switch gaps: missing Commodities and Currencies coverage, missing Quant, Backtesting, and Monte Carlo workflows, and does not clearly cover strategy backtesting, quant research, and market data API.
  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and market data API.
  • U.S.-listed asset focus: Coverage is strongest for US-listed ETFs, mutual funds, and stocks; non-US assets outside US listings and crypto are out of scope.
  • Free-plan limits: Signup required, Free plan is listed at $0/month with up to 4 saved portfolios and limited full holdings data., and Pro is listed at $14/month with unlimited full holdings data, Excel export, and unlimited saved portfolios..

Shared coverage

Data VisualizationsPortfolioCorrelationRisk MetricsAPIs & Data FeedsETF Analysis
Broad workflow fitWorkflow overlap 70%

Bottom line: Advanced traders and quants who want a perpetual Windows desktop platform for AFL scripting, charting, scanning, optimization, Monte Carlo, and portfolio backtesting.

Replacement
Partial replacement
Pricing fit
Paid-only mismatch
Free tier
No
Assets
Stocks, Currencies, and Mutual Funds
Experience
Intermediate and Advanced

Why switch

  • AmiBroker best matches the base workflow on strategy backtesting, quant research, and portfolio tracking.
  • AmiBroker matches the base audience on Intermediate, Advanced, and retail investors.
  • You gain Screeners, Alerts, Auto-Trading & Bots, and Broker Connectors.

Watch out

  • Major switch gaps: missing Web and API access, missing ETFs and Commodities coverage, and missing Portfolio, ETF Analysis, and Macro Data workflows.
  • Avoid as a full replacement if you rely on portfolio analytics, market data API, and historical market data.
  • Windows desktop workflow: AmiBroker is primarily a Windows desktop product, so Mac, mobile, and browser-first users may need workarounds or another platform.
  • Free-plan limits: Signup required, Trial-only access, and AmiBroker order/product pages list Standard Edition at $299, Professional Edition at $379, and Ultimate Pack Pro at $499..

Shared coverage

QuantData VisualizationsCorrelationBacktestingRisk MetricsMonte Carlo
Broad workflow fitWorkflow overlap 60%

Bottom line: Excel-heavy investors who want live/delayed quotes, fundamentals, options chains, Greeks, ETF data, portfolio templates, and broker order-ticket workflows inside spreadsheets.

Replacement
Partial replacement
Pricing fit
Paid-only mismatch
Free tier
No
Platforms
Web
Assets
Stocks, ETFs, and Currencies
Experience
Beginner, Intermediate, and Advanced

Why switch

  • MarketXLS best matches the base workflow on portfolio analytics, market data API, and portfolio tracking.
  • MarketXLS matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Sheets / Excel Add-ins, Broker Connectors, Screeners, and Options.

Watch out

  • Major switch gaps: missing API access, missing Commodities coverage, and missing Quant, Data Visualizations, and Backtesting workflows.
  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and historical market data.
  • Personal-use data license: MarketXLS states it does not provide its own datafeed or API access for commercial redistribution through the software.
  • Free-plan limits: Signup required, Credit card required, and Standard is listed at $70/month or $850/year..

Shared coverage

PortfolioCorrelationRisk MetricsMonte CarloETF AnalysisMacro Data
13
Koyfin logo

Koyfin

Analyst PickHands-on Tested
Best free-tier fitWorkflow overlap 40%

Bottom line: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Commodities
Experience
Beginner, Intermediate, and Advanced
Plans
Free

Why switch

  • Koyfin best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
  • Koyfin matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Screeners, ETF Screeners, Custom Dashboards, and Watchlist.

Watch out

  • Major switch gaps: missing API access, missing Quant, Backtesting, and Risk Metrics workflows, and does not clearly cover strategy backtesting, quant research, and market data API.
  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and market data API.
  • No public API: The existing profile explicitly says Koyfin does not provide user-facing data access through an API.
  • Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history., and Advisor reporting and custodian integrations require Advisor plans..

Shared coverage

Data VisualizationsPortfolioCorrelationETF Analysis
14
Investing.com logo

Investing.com

Analyst PickHands-on Tested
Best free-tier fitWorkflow overlap 50%

Bottom line: Users who want one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Commodities
Experience
Beginner, Intermediate, and Advanced
Plans
Free

Why switch

  • Investing.com best matches the base workflow on portfolio tracking, charting and technical analysis, and API and market data.
  • Investing.com matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Stock Ideas, Screeners, Stock Comparison, and Options.

Watch out

  • Major switch gaps: missing API access, missing Mutual Funds coverage, and missing Quant, Backtesting, and Risk Metrics workflows.
  • Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and quant research.
  • Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
  • Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer., WarrenAI, ProPicks, premium reports, and deeper datasets are plan-gated., and Market-data latency and real-time availability vary by instrument and source..

Shared coverage

Data VisualizationsPortfolioCorrelationETF AnalysisMacro Data
15
FINVIZ logo

FINVIZ

Analyst PickHands-on Tested
Best free-tier fitWorkflow overlap 60%

Bottom line: Investors and traders who want a fast U.S. stock screener with heat maps and snapshot views.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Free

Why switch

  • FINVIZ best matches the base workflow on portfolio tracking, charting and technical analysis, and API and market data.
  • FINVIZ matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Screeners, ETF Screeners, Stock Comparison, and News.

Watch out

  • Major switch gaps: missing API access, missing Commodities, Currencies, and Mutual Funds coverage, and missing Quant, Risk Metrics, and Monte Carlo workflows.
  • Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and quant research.
  • U.S. market coverage: The existing profile records U.S.-only coverage for NYSE, Nasdaq, and Amex equities.
  • Free-plan limits: Free data is delayed. and Elite-only features include real-time quotes, alerts, exports, APIs, advanced filters, and intraday charts..

Shared coverage

Data VisualizationsPortfolioCorrelationBacktestingAPIs & Data FeedsETF Analysis
Best free-tier fitWorkflow overlap 40%

Bottom line: Multi-asset investors who want dividend analytics, broker sync, backtesting, fund look-through, and portfolio dashboards.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Commodities
Experience
Beginner, Intermediate, and Advanced
Plans
Free

Why switch

  • Snowball Analytics best matches the base workflow on portfolio analytics, strategy backtesting, and portfolio tracking.
  • Snowball Analytics matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Watchlist, Dividends, Dividend Tax / ADR Withholding, and Calendar.

Watch out

  • Major switch gaps: missing API access, missing Quant, Data Visualizations, and Correlation workflows, and does not clearly cover quant research, market data API, and historical market data.
  • Avoid as a full replacement if you rely on quant research, market data API, and historical market data.
  • Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
  • Free-plan limits: Signup required, Free plan has portfolio, holding, custom asset, watchlist, and history limits., and Paid plans have a 14-day trial with no credit card required..

Shared coverage

PortfolioBacktestingRisk MetricsETF Analysis
Best free-tier fitWorkflow overlap 50%

Bottom line: Advisors and ETF professionals who need ETF classification, look-through holdings analytics, overlap, flows, 13F screening, model portfolios, reports, and enterprise data workflows.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Free

Why switch

  • ETF Action best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
  • ETF Action matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain ETF Factors, ETF Overlap, Screeners, and Watchlist.

Watch out

  • Major switch gaps: missing Commodities, Currencies, and Mutual Funds coverage, missing Quant, Correlation, and Risk Metrics workflows, and does not clearly cover strategy backtesting, quant research, and market data API.
  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and market data API.
  • Paid tiers drive the product value: Free access is for general market awareness; look-through analytics, exports, 13F screening, and model building are paid-tier workflows.
  • Free-plan limits: Signup required, Free plan includes basic fund data, classifications, dashboards, and sponsored marketplace access., and DIY is listed at $29/month and Advisor Pro at $99/month..

Shared coverage

Data VisualizationsPortfolioBacktestingAPIs & Data FeedsETF Analysis
18
YCharts logo

YCharts

Hands-on Tested
Broad workflow fitWorkflow overlap 60%

Bottom line: Financial advisors and asset managers who need portfolio analytics, proposals, reports, and client-ready visuals.

Replacement
Partial replacement
Pricing fit
Paid-only mismatch
Free tier
No
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced

Why switch

  • YCharts best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
  • YCharts matches the base audience on Intermediate, Advanced, and quants and developers.
  • You gain Screeners, Stock Comparison, ETF Comparison, and Watchlist.

Watch out

  • Major switch gaps: missing API access, missing Commodities and Currencies coverage, and missing Quant, Backtesting, and APIs & Data Feeds workflows.
  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and market data API.
  • Pricing is sales-led: The current plans page directs users to call or schedule a conversation for pricing.
  • Free-plan limits: Signup required, Trial-only access, and Current public plans page is quote-led rather than self-serve..

Shared coverage

Data VisualizationsPortfolioCorrelationRisk MetricsMonte CarloETF Analysis
19
Interactive Brokers (IBKR) logo

Interactive Brokers (IBKR)

Analyst PickHands-on Tested
Best free-tier fitWorkflow overlap 30%

Bottom line: Active and advanced investors who need global multi-asset brokerage access, order types, APIs, and low commission schedules.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks, ETFs, and Commodities
Experience
Beginner, Intermediate, and Advanced
Plans
Free

Why switch

  • Interactive Brokers (IBKR) best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
  • Interactive Brokers (IBKR) matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Brokerage, Advanced Order Types, Smart/Direct Routing, and Paper Trading.

Watch out

  • Major switch gaps: missing Quant, Data Visualizations, and Correlation workflows and does not clearly cover strategy backtesting, quant research, and market data API.
  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and market data API.
  • Commission and market-data details vary by market: The record contains separate stock, ETF, options, futures, crypto, and market-data pricing notes by region and product.
  • Free-plan limits: Signup required, Brokerage account has no recurring platform fee in the profile, but trading commissions and add-on fees vary by product., and Real-time market data and Level II data generally require subscriptions..

Shared coverage

PortfolioRisk MetricsAPIs & Data Feeds
Best free-tier fitWorkflow overlap 40%

Bottom line: Retail investors who want one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.

Replacement
Better as a complement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Commodities
Experience
Beginner, Intermediate, and Advanced
Plans
Free

Why switch

  • Delta by eToro best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
  • Delta by eToro matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Watchlist, Alerts, Calendar, and News.

Watch out

  • Major switch gaps: missing API access, missing Quant, Correlation, and Backtesting workflows, and does not clearly cover strategy backtesting, quant research, and market data API.
  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and market data API.
  • Free tier is asset-capped: Basic is positioned for up to 10 tracked assets; larger portfolios need PRO or PRO+.
  • Free-plan limits: Signup required, Basic is free with a limited number of tracked assets., and PRO and PRO+ unlock higher asset limits, deeper analytics, AI/context features, and advanced reporting..

Shared coverage

Data VisualizationsPortfolioRisk MetricsETF Analysis

What This Shortlist Tells You

GuruFocus is the closest drop-in replacement with overlapping coverage in Quant, Data Visualizations, and Portfolio while adding Stock Ideas and Screeners coverage and Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators. and Large global coverage footprint: GuruFocus says it serves 1.5M+ active investors, covers 80,000+ stocks globally, tracks 8,000+ gurus and insiders, and provides 30 years of financial data; API documentation separately describes 60,000+ companies across 9 global regions. features (workflow overlap ~80%).

Free tiers remain available through GuruFocus, PortfoliosLab, Portfolio123, Portfolio Visualizer, TradingView, Stock Rover, TipRanks, MacroMicro, ETF Insider, Koyfin, Investing.com, FINVIZ, Snowball Analytics, ETF Action, Interactive Brokers (IBKR), and Delta by eToro for side-by-side testing.

Need mobile access? GuruFocus, TradingView, and Stock Rover bring phone-ready workflows that okama lacks.

Round out your stack with new coverage areas like Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Data Visualizations×17Portfolio×17Correlation×15Risk Metrics×12APIs & Data Feeds×11Backtesting×11ETF Analysis×11Macro Data×7

New angles introduced

Categories the alternatives add beyond okama.

Screeners+17Watchlist+15AI Research+12Alerts+12Calendar+10ETF Screeners+10Financials+10News+10

Access & Pricing

Free options

16/20

16 of 20 alternatives keep a free tier for trials.

Mobile ready

9/20

9 alternatives bring native mobile access.

API availability

9/20

9 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

9 starred / 12 tested

9 tools are flagged as analyst picks; 12 have been hands-on tested.

Avg. coverage overlap

57%

Average percentage of categories shared with the base tool.

Frequently Asked Questions

What are the best alternatives to okama?

okama users most often consider GuruFocus, PortfoliosLab, and Portfolio123 as their go-to alternatives.

Which alternatives keep a free tier?

GuruFocus, PortfoliosLab, Portfolio123, Portfolio Visualizer, TradingView, Stock Rover, TipRanks, MacroMicro, ETF Insider, Koyfin, Investing.com, FINVIZ, Snowball Analytics, ETF Action, Interactive Brokers (IBKR), and Delta by eToro 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 APIs & Data Feeds, Backtesting, Correlation, Data Visualizations, ETF Analysis, Macro Data, 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.

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Got questions or suggestions? I'm all ears!

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Starred 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.