PortfoliosLab is the closest drop-in replacement with overlapping coverage in Quant, Data Visualizations, and Portfolio while adding Watchlist and Factor Exposure coverage and 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). and Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios. features (category overlap ~64%).
VOL. XCIV, NO. 247
Free Alternatives to okama
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Free Alternatives to okama
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test okama before paying for another subscription.
Switching from okama doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Data Visualizations to Portfolio and beyond. Each pick below is ranked by how closely it matches okama's category footprint—so you can trial replacements without opening your wallet.
View all alternativesAlternatives20Curated picks
Free Options20With free tiers
Avg. Overlap47%Category match
Mobile Ready6Native apps
Quick takeaways
Every pick keeps a free tier; start with PortfoliosLab, Portfolio123, and MacroMicro to road-test okama workflows without paying up front.
Need mobile access? GuruFocus, TradingView, and Koyfin bring phone-ready workflows that okama lacks.
Round out your stack with new coverage areas like Watchlist, Factor Exposure, Stock Comparison, and ETF Comparison.
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 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 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 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 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.
Similarity score 1254Category overlap: 60%
Shared coverage
QuantData VisualizationsCorrelationBacktestingRisk MetricsMonte Carlo
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Factor Exposure, Performance Attribution, and Screeners coverage beyond what okama offers.
- Standout features include Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility., and Monte Carlo simulation to test long-term expected portfolio growth and portfolio survival (withdrawals)..
- Pair it with okama if you still need Portfolio, Data APIs, and ETF Performance.
Adds coverage: Factor Exposure, Performance Attribution, Screeners, and ETF Screeners
Standout features: Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility., Monte Carlo simulation to test long-term expected portfolio growth and portfolio survival (withdrawals)., and Portfolio optimization strategies (includes mean-variance optimization; also references max drawdown optimization).
Similarity score 1134Category overlap: 45%
Shared coverage
QuantData VisualizationsPortfolioCorrelationBacktesting
Assets: Stocks, ETFs, and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Ideas, and Watchlist coverage beyond what okama offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools..
- Pair it with okama if you still need Risk Metrics, Monte Carlo, and Data APIs.
Adds coverage: Screeners, Stock Ideas, Watchlist, and News
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.
Similarity score 1120Category overlap: 45%
Shared coverage
Data VisualizationsPortfolioCorrelationBacktestingRisk Metrics
Assets: Stocks, ETFs, and Currencies
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Wealth Management, AI, and AI Chat coverage beyond what okama offers.
- Standout features include Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., and Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)..
- Pair it with okama if you still need Quant, Monte Carlo, and Data APIs.
Adds coverage: Wealth Management, AI, AI Chat, and Screeners
Standout features: Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)., and Portfolio + risk analytics positioning: portfolio optimization & risk analysis (Advisor Premium), plus rolling drawdown/beta/correlation analysis and scenario analysis (rate shocks) listed in plan comparison.
Similarity score 1111Category overlap: 36%
Shared coverage
Data VisualizationsPortfolioCorrelationETF Performance
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 Custom Dashboards coverage beyond what okama offers.
- Standout features include Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
- Pair it with okama if you still need Quant, Backtesting, and Risk Metrics.
Adds coverage: Screeners, ETF Screeners, Custom Dashboards, and Watchlist
Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
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 1062Category overlap: 45%
Shared coverage
Data VisualizationsPortfolioCorrelationBacktestingETF Performance
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what okama offers.
- Standout features include Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., and Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed..
- Pair it with okama if you still need Quant, Risk Metrics, and Monte Carlo.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and News
Standout features: Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed., and Elite charting: intraday charts plus multi-layout charts with technical studies saved automatically.
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 Stock Ideas, Screeners, and Stock Comparison coverage beyond what okama offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- Pair it with okama if you still need Quant, Correlation, and Backtesting.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Watchlist
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
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.
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.
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 Screeners, News, and Calendar coverage beyond what okama offers.
- Standout features include Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., and Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns..
- Pair it with okama if you still need Quant, Data Visualizations, and Portfolio.
Adds coverage: Screeners, News, Calendar, and Dividends
Standout features: Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns., and Built‑in valuation and advanced metrics including DCF models, owner earnings and other formula‑based indicators documented in the Financial Formulas section, with a Custom DCF Calculator and Advanced Market Metrics (e.g., sector performance, technical indicators) available on higher‑tier plans.
Similarity score 945Category overlap: 27%
Shared coverage
PortfolioBacktestingRisk Metrics
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Snowball Analytics adds mobile access for on-the-go monitoring.
- Expands into Watchlist, Dividend, and Dividends coverage beyond what okama offers.
- Standout features include Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls..
- Pair it with okama if you still need Quant, Data Visualizations, and Correlation.
Adds coverage: Watchlist, Dividend, Dividends, and Dividend Tax / ADR Withholding
Standout features: Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls., and User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
Similarity score 935Category overlap: 27%
Shared coverage
PortfolioData APIsInflation Rates
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Top Analysts, and Screeners coverage beyond what okama offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
- Pair it with okama if you still need Quant, Data Visualizations, and Correlation.
Adds coverage: Stock Ideas, Top Analysts, Screeners, and ETF Screeners
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).
Similarity score 916Category overlap: 80%
Shared coverage
QuantCorrelationBacktestingRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Compounding Calculator coverage beyond what okama offers.
- Standout features include Portfolio Backtester for constructing multi-asset portfolios (tickers like ETFs, mutual funds, and stocks) with cashflow legs and rebalancing controls (incl. rebalance bands)., Backtest results include performance & risk statistics such as cumulative return, CAGR, MWRR, max drawdown, volatility, Sharpe/Sortino, beta, etc., and Asset Analyzer for historical performance analysis and correlations; correlations are calculated using daily returns..
- Pair it with okama if you still need Data Visualizations, Portfolio, and Monte Carlo.
Adds coverage: Compounding Calculator
Standout features: Portfolio Backtester for constructing multi-asset portfolios (tickers like ETFs, mutual funds, and stocks) with cashflow legs and rebalancing controls (incl. rebalance bands)., Backtest results include performance & risk statistics such as cumulative return, CAGR, MWRR, max drawdown, volatility, Sharpe/Sortino, beta, etc., Asset Analyzer for historical performance analysis and correlations; correlations are calculated using daily returns., and Tactical Allocation Backtester for building trading signals and strategies that swap between allocations (indicator definitions and tool limits documented in Help).
Similarity score 897Category overlap: 67%
Shared coverage
Data VisualizationsBacktestingRisk MetricsMonte Carlo
Assets: Commodities and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Paper Trading and Calendar coverage beyond what okama offers.
- Standout features include Manual backtesting & bar replay with 1‑minute data across assets; seconds timeframes available for some FX and futures symbols., Data sources: Dukascopy & OANDA for FX; CME for futures., and Asset coverage showcase: Forex, Index, Energy, Agricultural, Crypto, and Futures (homepage assets gallery)..
- Pair it with okama if you still need Quant, Portfolio, and Correlation.
Adds coverage: Paper Trading and Calendar
Standout features: Manual backtesting & bar replay with 1‑minute data across assets; seconds timeframes available for some FX and futures symbols., Data sources: Dukascopy & OANDA for FX; CME for futures., Asset coverage showcase: Forex, Index, Energy, Agricultural, Crypto, and Futures (homepage assets gallery)., and MultiPair sessions (backtest up to 5 assets simultaneously).
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Data Visualizations×15Portfolio×14Backtesting×13Correlation×11Data APIs×11Risk Metrics×7ETF Performance×6Inflation Rates×5
New angles introduced
Categories the alternatives add beyond okama.
Screeners+14Calendar+13News+11Watchlist+11ETF Holdings+10ETF Overview+10Financials+10Alerts+9
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
6/20
6 alternatives bring native mobile access.
API availability
11/20
11 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
47%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to okama?
Start with PortfoliosLab, Portfolio123, and MacroMicro to replicate okama workflows without paying for a subscription.
Do these picks stay permanently free?
Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.
Which okama workflows stay covered on the free plan?
Expect solid overlap across Quant, Data Visualizations, Portfolio, Correlation, Backtesting, Risk Metrics, Data APIs, Interest Rates, Inflation Rates, ETF Performance, and Monte Carlo, so core okama workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Watchlist, Factor Exposure, Stock Comparison, ETF Comparison, Screeners, ETF Screeners, APIs & SDKs, Stock Ideas, Financials, GDP, Unemployment Rates, Consumer Sentiment, Housing & Construction, Broker Connectors, Education, Blogs, Videos, Which ETF includes this Stock?, Calendar, PMI / ISM, Commitment of Traders (COT), 13F, Transcripts, AI Chat, AI Earnings Summary, Investor Holdings, US Government Trades, News, Alerts, Special Situations, IPO, Spin-offs, Acquisitions, Delisted, Dividends, Yield Curves, Scores, Valuation Models, Insider Data, Institutional Data, Short Interest, 13D/13G, ETF Overview, ETF Holdings, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, AI, Forums, Newsletters, Stock Handbook, ETF Overlap, Performance Attribution, Splits, Paper Trading, Webhooks, Order Book / Level II, Wealth Management, Scenario & Stress Tests, Options, Audit Trail / Supervision, Custom Dashboards, ETF Fundamentals, ETF Valuation, Fund Overview, Fund Performance, Fund Holdings, Client & Investor Reporting, Model Portfolios & Sleeves, Householding & Multi-Entity, ETF Factors, ESG Ratings, Improved Filings, AI Business Summary, AI Filings Summary, AI Report, Flags, Fund Rating, News Sentiment, Market Sentiment, Retail Sales, Options & Derivatives, Sheets / Excel Add-ins, Dividend, Dividend Tax / ADR Withholding, Compounding Calculator, Top Analysts, Bulls Say Bear Say, Buybacks & Authorizations, Options P&L, and Retirement Calculator show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on okama?
Monte Carlo, ETF Performance, Inflation Rates, Interest Rates, Risk Metrics, Quant, Portfolio, Correlation, Backtesting, Data APIs, and Data Visualizations remain strengths for okama. Keep it handy for those tasks or plan for a paid upgrade if they matter.
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!
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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.