Free Alternatives to okama

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Free replacement verdicts

Free Alternatives to okama

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, 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 framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.

Visit okama All alternatives Tool details

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Which Alternative Should You Use?

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.

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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.

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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.

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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.

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Detailed Alternatives

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

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PortfoliosLab

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

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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

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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

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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

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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

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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

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MacroMicro

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

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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

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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

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

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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

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Snowball Analytics

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

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ETF Action

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

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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

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Delta by eToro

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

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Marketlog

Best free-tier fitWorkflow overlap 50%

Bottom line: Retail investors who want manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarking, and sharing.

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

Why switch

Marketlog best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
Marketlog matches the base audience on Beginner, Intermediate, and Advanced.
You gain Watchlist, Institutional Ownership, Compounding Calculator, and News.

Watch out

Major switch gaps: missing API access, missing Commodities and Mutual Funds coverage, and missing Quant, Correlation, and Backtesting workflows.
Avoid as a full replacement if you rely on strategy backtesting, quant research, and market data API.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Free-plan limits: Signup required, Free plan supports 1 portfolio, 12 holdings, 100 transactions, manual tracking, and 5 years pricing data., and App Store lists Plus monthly at $7.99, Plus yearly at $79.99, Pro monthly at $17.99, and Pro yearly at $179.99..

Shared coverage

Data VisualizationsPortfolioRisk MetricsMonte CarloMacro Data

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Trackinsight

Best free-tier fitWorkflow overlap 50%

Bottom line: ETF investors and institutions that need global ETF screening, comparison, factor/ESG analytics, portfolio insights, and data-service delivery.

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

Why switch

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

Watch out

Major switch gaps: missing Stocks, Commodities, and Currencies 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.
ETF-only focus: Trackinsight is built for ETF/ETP research and data services, not single-stock fundamentals, options, or brokerage execution.
Free-plan limits: Signup required, Trackinsight web platform advertises ETF tools, research, enterprise solutions, and ETF Data Services., and Nasdaq Data Link lists Trackinsight data delivery via API, Excel, or FTP..

Shared coverage

Data VisualizationsPortfolioBacktestingAPIs & Data FeedsETF Analysis

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Fiscal.ai

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 40%

Bottom line: Investors who want AI-assisted public-company research backed by fundamentals, estimates, transcripts, filings, and dashboards.

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

Fiscal.ai best matches the base workflow on portfolio tracking, charting and technical analysis, and API and market data.
Fiscal.ai matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, Stock Comparison, and Watchlist.

Watch out

Major switch gaps: missing Commodities and Currencies coverage, missing Quant, Correlation, and Backtesting workflows, and does not clearly cover portfolio analytics, strategy backtesting, and quant research.
Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and quant research.
Meaningful limits on free access: The free API trial is capped by allowed companies, burst requests, and daily request volume; deeper history, exports, and advanced datasets require paid plans.
Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits., and Free API access is capped by allowed companies, burst rate, and daily requests..

Shared coverage

Data VisualizationsPortfolioAPIs & Data FeedsETF Analysis

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Financial Modeling Prep (FMP)

Hands-on Tested

Best free-tier fitWorkflow overlap 30%

Bottom line: Developers and analysts who need REST/WebSocket market data, fundamentals, calendars, transcripts, ownership, ESG, and macro datasets.

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

Financial Modeling Prep (FMP) best matches the base workflow on market data API, portfolio tracking, and historical market data.
Financial Modeling Prep (FMP) matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, News, Calendar, and Dividends.

Watch out

Major switch gaps: missing Quant, Data Visualizations, and Portfolio workflows, does not clearly cover portfolio analytics, strategy backtesting, and quant research, and less aligned with advisors and wealth firms.
Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and quant research.
Free sandbox is limited: The Basic plan is capped at 250 API calls per day, end-of-day timeframe, and around 5 years of history.
Free-plan limits: Signup required, Basic plan is limited to 250 API calls per day., and Free tier has end-of-day timeframe, around 5 years of history, and limited bandwidth..

Shared coverage

APIs & Data FeedsETF AnalysisMacro Data

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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%).

Every pick keeps a free tier; start with GuruFocus, PortfoliosLab, and Portfolio123 to road-test okama workflows without paying up front.

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×17APIs & Data Feeds×12ETF Analysis×12Correlation×11Backtesting×10Risk Metrics×9Macro Data×8

New angles introduced

Categories the alternatives add beyond okama.

Watchlist+16Screeners+15News+14Calendar+13Alerts+12AI Research+11ETF Screeners+11Financials+11

Free Access & Pricing

Free options

All 20

20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.

Mobile ready

10/20

10 alternatives bring native mobile access.

API availability

11/20

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

Quality checks

10 starred / 13 tested

10 tools are flagged as analyst picks; 13 have been hands-on tested.

Avg. coverage overlap

52%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to okama?

Start with GuruFocus, PortfoliosLab, and Portfolio123 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, APIs & Data Feeds, ETF Analysis, Macro Data, Risk Metrics, and Monte Carlo, so core okama workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

Stock Ideas, Screeners, ETF Screeners, Top Analysts, Stock Comparison, ETF Comparison, Watchlist, Institutional Ownership, US Government Trades, News, Alerts, Calendar, Corporate Actions & Special Situations, IPO, Dividends, Splits, Yield Curves, Financials, Scores, Flags, Valuation Models, Improved Filings, Transcripts, Insider Data, Short Interest, Options, Fund Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, AI Research, AI Chat, Sheets / Excel Add-ins, Broker Connectors, Education, Blogs, Videos, Forums, Newsletters, Custom Dashboards, Stock Handbook, Factor Exposure, Performance Attribution, Paper Trading, Webhooks, Order Book / Level II, Options P&L, Notes & Highlights, Bulls Say Bear Say, News Sentiment, Guidance / Pre-announcements, Compounding Calculator, Retirement Calculator, Which ETF includes this Stock?, ETF Overlap, Advisor Operations, Market Sentiment, CDS Spreads, Dividend Tax / ADR Withholding, ETF Factors, Brokerage, Advanced Order Types, Smart/Direct Routing, Crypto Derivatives, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, Capital Gains Estimator, and ESG Ratings 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?

Risk Metrics, Monte Carlo, ETF Analysis, Macro Data, Portfolio, APIs & Data Feeds, Quant, Backtesting, Correlation, 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
Website: 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!

Got ideas for new features?

Suggest on X

Prefer email? Reach me at support@findmymoat.com

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.