Free Alternatives to okama

Checking

Free replacement verdicts

okama logo

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.

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

GuruFocus logo

GuruFocus

Closest replacement

Best for: Value investors looking for 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 A free account has limited access..

Watch for: Paid access is region and tier dependent: 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 one web service.

  • 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 looking for 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. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.

FactorsToday logo

FactorsToday

Strong runner-up

Best for: Quantitative researchers studying factor returns, stock loadings, correlations, and attribution.

  • FactorsToday best matches the base workflow on portfolio analytics, strategy backtesting, and quant research.
  • FactorsToday keeps the replacement test in the same free-access lane. Free access caveat: Public dashboards and API documentation can be opened without signing in..

Watch for: Pricing not published: The site exposes public tools and a no-key API but publishes no long-term access or commercial pricing policy.

Detailed Alternatives

I want to

Free tiers first, then the lowest starting price.

4
FactorsToday logo
Partial replacement

Bottom line: Quantitative researchers studying factor returns, stock loadings, correlations, and attribution.

Keep

  • Quant
  • Data Visualizations
  • Portfolio
  • Correlation
  • Backtesting
  • Risk Metrics

Gain

  • Screeners
  • Stock Comparison
  • Factor Exposure
  • Performance Attribution

Lose

  • Monte Carlo
  • ETF Analysis
  • Macro Data
  • Interactive Efficient Frontier mean-variance widget.
  • Compare-assets widget covering returns, drawdowns, CVaR, and correlations.

Watch out

  • Avoid as a full replacement if you rely on market data API, historical market data, and macro and fund research.
  • Free-plan limits: Public dashboards and API documentation can be opened without signing in, The API does not currently require a key and is limited to ten requests per second per IP address, and No paid pricing table or durable free-access commitment is published.
  • Pricing not published: The site exposes public tools and a no-key API but publishes no long-term access or commercial pricing policy.
Price
okamaFree
FactorsTodayFree
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via support.

13
Investing.com logo
Partial replacement

Investing.com

Analyst pickTested by us

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

Keep

  • Data Visualizations
  • Portfolio
  • Correlation
  • ETF Analysis
  • Macro Data

Gain

  • Stock Ideas
  • Screeners
  • Stock Comparison
  • Options

Lose

  • Quant
  • Backtesting
  • Risk Metrics
  • Monte Carlo
  • APIs & Data Feeds

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and quant research.
  • Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer, Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month, and ProPicks, premium reports, and deeper datasets are plan-gated.
  • Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.
Price
okamaFree
Investing.comFree • From $13.99/mo
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-05 via pricing.

17
Delta by eToro logo
Better as a complement

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

Keep

  • Data Visualizations
  • Portfolio
  • Risk Metrics
  • ETF Analysis

Gain

  • Watchlist
  • Alerts
  • Calendar
  • News

Lose

  • Quant
  • Correlation
  • Backtesting
  • Monte Carlo
  • APIs & Data Feeds

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and market data API.
  • 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.
  • Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.
Price
okamaFree
Delta by eToroFree • From $53.88/yr
Free tier
Free with signup
Replacement
Better as a complement

Pricing checked 2026-08-23 via pricing.

15
Snowball Analytics logo
Snowball AnalyticsPartial replacement
15
Snowball Analytics logo
Partial replacement

Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

Keep

  • Portfolio
  • Backtesting
  • Risk Metrics
  • ETF Analysis

Gain

  • Watchlist
  • Dividends
  • Dividend Tax / ADR Withholding
  • Calendar

Lose

  • Quant
  • Data Visualizations
  • Correlation
  • Monte Carlo
  • APIs & Data Feeds

Watch out

  • Avoid as a full replacement if you rely on quant research, market data API, and historical market data.
  • 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.
  • Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Price
okamaFree
Snowball AnalyticsFree • From $79.99/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

18
Marketlog logo
MarketlogPartial replacement
18
Marketlog logo
Partial replacement

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

Keep

  • Data Visualizations
  • Portfolio
  • Risk Metrics
  • Monte Carlo
  • Macro Data

Gain

  • Watchlist
  • Institutional Ownership
  • Compounding Calculator
  • News

Lose

  • Quant
  • Correlation
  • Backtesting
  • APIs & Data Feeds
  • ETF Analysis

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and market data API.
  • Free-plan limits: Signup required, Free supports unlimited portfolios, holdings, and transactions with manual tracking and 5 years of price history, and Plus costs $7.99 monthly or $6.67 per month billed yearly. Pro costs $17.99 monthly or $15 per month billed yearly.
  • Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Price
okamaFree
MarketlogFree • From $79.99/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via homepage.

2
PortfoliosLab logo
PortfoliosLabBest workflow fit
2
PortfoliosLab logo
Best workflow fit

Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in one web service.

Keep

  • Quant
  • Data Visualizations
  • Portfolio
  • Correlation
  • Backtesting
  • Risk Metrics

Gain

  • Watchlist
  • Factor Exposure
  • Performance Attribution
  • Stock Comparison

Lose

  • Monte Carlo
  • ETF Analysis
  • Macro Data
  • Interactive Efficient Frontier mean-variance widget.
  • Compare-assets widget covering returns, drawdowns, CVaR, and correlations.

Watch out

  • Avoid as a full replacement if you rely on quant research, market data API, and historical market data.
  • 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 Annual billing works out to $8.33 per month for Plus, $20.83 for Pro, and $75 for Max.
  • 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.
Price
okamaFree
PortfoliosLabFree • From $8.33/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

6
TradingView logo
TradingViewPartial replacement
6
TradingView logo
Partial replacement

TradingView

Analyst pickTested by us

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

Keep

  • Quant
  • Data Visualizations
  • Portfolio
  • Correlation
  • Backtesting
  • Macro Data

Gain

  • Screeners
  • ETF Screeners
  • Stock Ideas
  • Stock Comparison

Lose

  • Risk Metrics
  • Monte Carlo
  • APIs & Data Feeds
  • ETF Analysis
  • Interactive Efficient Frontier mean-variance widget.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, quant research, and market data API.
  • 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.
  • Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
Price
okamaFree
TradingViewFree • From $12.95/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

9
ETF Insider logo
ETF InsiderPartial replacement
9
ETF Insider logo
Partial replacement

ETF Insider

Analyst pickTested by us

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

Keep

  • Data Visualizations
  • Portfolio
  • Correlation
  • Risk Metrics
  • APIs & Data Feeds
  • ETF Analysis

Gain

  • ETF Screeners
  • Factor Exposure
  • ETF Overlap
  • Blogs

Lose

  • Quant
  • Backtesting
  • Monte Carlo
  • Macro Data
  • Interactive Efficient Frontier mean-variance widget.

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and market data API.
  • 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.
  • 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.
Price
okamaFree
ETF InsiderFree • From $14/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

8
MacroMicro logo
MacroMicroPartial replacement
8
MacroMicro logo
Partial replacement

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

Keep

  • Data Visualizations
  • Correlation
  • Backtesting
  • APIs & Data Feeds
  • Macro Data

Gain

  • ETF Screeners
  • ETF Comparison
  • Which ETF includes this Stock?
  • Calendar

Lose

  • Quant
  • Portfolio
  • Risk Metrics
  • Monte Carlo
  • ETF Analysis

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, quant research, and market data API.
  • 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.
  • Downloads and API are expensive: Data downloads are Business/API-oriented, and API Essential is listed at $5,000/year.
Price
okamaFree
MacroMicroFree • From $20/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

12
FINVIZ logo
FINVIZPartial replacement
12
FINVIZ logo
Partial replacement

FINVIZ

Analyst pickTested by us

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

Keep

  • Data Visualizations
  • Portfolio
  • Correlation
  • Backtesting
  • APIs & Data Feeds
  • ETF Analysis

Gain

  • Screeners
  • ETF Screeners
  • Stock Comparison
  • News

Lose

  • Quant
  • Risk Metrics
  • Monte Carlo
  • Macro Data
  • Interactive Efficient Frontier mean-variance widget.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and quant research.
  • Free-plan limits: Credit card required, Free stock quotes are delayed by one minute and futures by 20 minutes, and The 7-day Elite trial requires a card and automatically converts to the selected paid plan.
  • U.S. market coverage: U.S.-only coverage for NYSE, Nasdaq, and Amex equities.
Price
okamaFree
FINVIZFree • From $299.50/yr
Free tier
Free, card required
Replacement
Partial replacement

Pricing checked 2026-08-23 via support.

3
Portfolio123 logo
Portfolio123Partial replacement
3
Portfolio123 logo
Partial replacement

Portfolio123

Analyst pickTested by us

Bottom line: Rules-based investors looking for point-in-time stock and ETF simulations.

Keep

  • Quant
  • Data Visualizations
  • Portfolio
  • Correlation
  • Backtesting
  • APIs & Data Feeds

Gain

  • Screeners
  • Stock Ideas
  • Scores
  • Valuation Models

Lose

  • Risk Metrics
  • Monte Carlo
  • ETF Analysis
  • Interactive Efficient Frontier mean-variance widget.
  • Compare-assets widget covering returns, drawdowns, CVaR, and correlations.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, market data API, and historical market data.
  • Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access, and General registration offers 30 days of screener and backtesting access without a payment card.
  • Advanced research is paid: Free Manage covers portfolio tracking. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.
Price
okamaFree
Portfolio123Free • From $25/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

14
ETF Action logo
ETF ActionPartial replacement
14
ETF Action logo
Partial replacement

Bottom line: Advisers and ETF professionals who need ETF classification, holdings look-through, overlap, flows, 13F screening, model portfolios, and reports.

Keep

  • Data Visualizations
  • Portfolio
  • Backtesting
  • APIs & Data Feeds
  • ETF Analysis

Gain

  • ETF Factors
  • ETF Overlap
  • ETF Screeners
  • Watchlist

Lose

  • Quant
  • Correlation
  • Risk Metrics
  • Monte Carlo
  • Macro Data

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and market data API.
  • 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.
  • Research features require paid plans: Free access covers basic fund data, classifications, dashboards, and sponsored marketplaces. Holdings look-through, exports, 13F screening, and model building require paid plans.
Price
okamaFree
ETF ActionFree • From $29/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

7
TipRanks logo
TipRanksPartial replacement
7
TipRanks logo
Partial replacement

TipRanks

Analyst pickTested by us

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

Keep

  • Data Visualizations
  • Portfolio
  • Risk Metrics
  • APIs & Data Feeds
  • Macro Data

Gain

  • Stock Ideas
  • Top Analysts
  • Screeners
  • ETF Screeners

Lose

  • Quant
  • Correlation
  • Backtesting
  • Monte Carlo
  • ETF Analysis

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and market data API.
  • Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month, and Free API-key tier is limited to 10 requests per minute and 50 requests per month.
  • Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Price
okamaFree
TipRanksFree • From $29.95/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

5
Portfolio Visualizer logo
Portfolio VisualizerPartial replacement
5
Portfolio Visualizer logo
Partial replacement

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

Keep

  • Quant
  • Data Visualizations
  • Correlation
  • Backtesting
  • Risk Metrics
  • Monte Carlo

Gain

  • Factor Exposure
  • Performance Attribution
  • ETF Screeners
  • AI Research

Lose

  • Portfolio
  • APIs & Data Feeds
  • ETF Analysis
  • Macro Data
  • Interactive Efficient Frontier mean-variance widget.

Watch out

  • Avoid as a full replacement if you rely on market data API, historical market data, and API and market data.
  • 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.
  • 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.
Price
okamaFree
Portfolio VisualizerFree • From $360/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

10
Stock Rover logo
Stock RoverPartial replacement
10
Stock Rover logo
Partial replacement

Stock Rover

Tested by us

Bottom line: Individual investors looking for North American stock, ETF, and fund screening.

Keep

  • Data Visualizations
  • Portfolio
  • Correlation
  • Risk Metrics
  • Monte Carlo
  • ETF Analysis

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Stock Comparison

Lose

  • Quant
  • Backtesting
  • APIs & Data Feeds
  • Macro Data
  • Interactive Efficient Frontier mean-variance widget.

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and market data API.
  • 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.
  • North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Price
okamaFree
Stock RoverFree • From $34/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

11
Koyfin logo
KoyfinPartial replacement
11
Koyfin logo
Partial replacement

Koyfin

Analyst pickTested by us

Bottom line: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.

Keep

  • Data Visualizations
  • Portfolio
  • Correlation
  • ETF Analysis

Gain

  • Screeners
  • ETF Screeners
  • Custom Dashboards
  • Watchlist

Lose

  • Quant
  • Backtesting
  • Risk Metrics
  • Monte Carlo
  • APIs & Data Feeds

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and market data API.
  • Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history, and New accounts receive a seven-day trial and then downgrade to Free without a charge.
  • No public API: Koyfin does not provide user-facing data access through an API.
Price
okamaFree
KoyfinFree • From $468/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

20
Fiscal.ai logo
Fiscal.aiPartial replacement
20
Fiscal.ai logo
Partial replacement

Fiscal.ai

Analyst pickTested by us

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

Keep

  • Data Visualizations
  • Portfolio
  • APIs & Data Feeds
  • ETF Analysis

Gain

  • Stock Ideas
  • Screeners
  • Stock Comparison
  • Watchlist

Lose

  • Quant
  • Correlation
  • Backtesting
  • Risk Metrics
  • Monte Carlo

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and quant research.
  • Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits, and Free API access covers 100 companies, 50 requests per minute, and 250 requests per day.
  • Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.
Price
okamaFree
Fiscal.aiFree • From $39/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

1
GuruFocus logo
GuruFocusClosest replacement
1
GuruFocus logo
Closest replacement

GuruFocus

Analyst pickTested by us

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

Keep

  • Quant
  • Data Visualizations
  • Portfolio
  • Correlation
  • Backtesting
  • APIs & Data Feeds

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Risk Metrics
  • Monte Carlo
  • Interactive Efficient Frontier mean-variance widget.
  • Compare-assets widget covering returns, drawdowns, CVaR, and correlations.
  • Portfolio widget built on adjusted monthly data for risk/return analysis.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, quant research, and market data API.
  • Free-plan limits: Signup required, A free account has limited access, and Free members have limited portfolio capacity.
  • Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Price
okamaFree
GuruFocusFree • From $549/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

16
Reflexivity logo
ReflexivityPartial replacement
16
Reflexivity logo
Partial replacement

Bottom line: Institutional investors that want explainable AI research over trusted financial datasets, filings, transcripts, portfolio insights, scenario analysis, and auditable outputs.

Keep

  • Quant
  • Portfolio
  • Backtesting
  • APIs & Data Feeds

Gain

  • Screeners
  • Performance Attribution
  • Scenario & Stress Tests
  • Alerts

Lose

  • Data Visualizations
  • Correlation
  • Risk Metrics
  • Monte Carlo
  • ETF Analysis

Watch out

  • Avoid as a full replacement if you rely on quant research, market data API, and historical market data.
  • Free-plan limits: Signup required, Interactive Brokers lists Reflexivity Basic as free and Reflexivity Plus at $99.99 per month, and IBKR subscriptions begin with a two-week trial of the full platform, then move to Basic or the paid version.
  • Direct access is sales-led: Institutional access requires a sales conversation. Public pricing is available only for the IBKR Basic and Plus subscriptions.
Price
okamaFree
ReflexivityFree • From $99.99/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

19
Trackinsight logo
TrackinsightPartial replacement
19
Trackinsight logo
Partial replacement

Bottom line: ETF investors and institutions that need global screening, comparison, portfolio analysis, and factor or ESG data.

Keep

  • Data Visualizations
  • Portfolio
  • Backtesting
  • APIs & Data Feeds
  • ETF Analysis

Gain

  • ETF Screeners
  • ETF Comparison
  • ETF Factors
  • Factor Exposure

Lose

  • Quant
  • Correlation
  • Risk Metrics
  • Monte Carlo
  • Macro Data

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and market data API.
  • Free-plan limits: Signup required, A free Essentials account is required to save lists and create up to two portfolios, and Full Portfolio Insights is included with Enterprise.
  • ETF-only focus: Trackinsight is built for ETF/ETP research and data services, not single-stock fundamentals, options, or brokerage execution.
Price
okamaFree
TrackinsightFree • Contact for pricing
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via enterprise/contact.

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 Historical financial and valuation data covers stocks in multiple regions, with screens, charts, comparisons, disclosed investor holdings, insider trades, and economic indicators. and Large global coverage footprint: current membership pages advertise 1M+ investors, 100,000 stocks across 100 markets, 30 years of financial data, thousands of institutional-investor trading histories, and 15,000+ mutual-fund holdings; the Data API separately documents 60,000+ companies across 9 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 TipRanks 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×18Portfolio×18APIs & Data Feeds×12Backtesting×12Correlation×12ETF Analysis×11Risk Metrics×9Macro Data×7

New angles introduced

Categories the alternatives add beyond okama.

Watchlist+15AI Research+13Alerts+13Calendar+13News+13ETF Screeners+12Screeners+12Blogs+10

Free Access & Pricing

Free options

All 20

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

Mobile ready

9/20

9 alternatives bring native mobile access.

API availability

12/20

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

Quality checks

9 starred / 11 tested

9 tools are flagged as analyst picks; 11 have been hands-on tested.

Avg. coverage overlap

55%

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, Credit Ratings & Outlooks, 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, Scenario & Stress Tests, Paper Trading, Webhooks, Order Book / Level II, Options P&L, Bulls Say Bear Say, News Sentiment, Guidance / Pre-announcements, Compounding Calculator, Retirement Calculator, Which ETF includes this Stock?, ETF Overlap, Notes & Highlights, Advisor Operations, Market Sentiment, CDS Spreads, ETF Factors, Dividend Tax / ADR Withholding, 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, Correlation, Backtesting, and Data Visualizations remain strengths for okama. Keep it handy for those tasks or plan for a paid upgrade if they matter.

Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

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.