★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
okama Review, Pricing, and Features
okama is an open-source portfolio analytics toolkit with web widgets, a REST API, and Python for efficient frontiers, risk, Monte Carlo, cash flows, and historical market or macro data. It suits technical users who want reproducible analysis.
Best for
- Technical users who want a free, open-source Python toolkit for portfolio optimization, risk metrics, Monte Carlo, and historical market or macro data.
- Developers and quants comparing okama with Portfolio Visualizer, OpenBB, Python libraries, and spreadsheet-first portfolio tools.
- People who prefer transparent methods and reproducible code to a consumer portfolio tracker.
Watch out
- okama is designed for Python, API, and widget workflows. Nontechnical investors may find a hosted portfolio tracker easier to use.
- It does not sync brokers, manage tax lots, execute trades, or provide advisor-style reporting.
Community votes (overall)
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Pricing
Free
Free
Key features
- Web widgets for efficient frontier visualization, asset comparison, and adjusted monthly portfolio risk/return analysis.
- Python tools for constrained mean-variance optimization, multi-period efficient frontiers, rebalancing constraints, and portfolio simulations.
- Risk analysis with VaR, CVaR, semideviation, drawdowns, volatility, correlations, and related statistics.
- Monte Carlo simulations and wealth-index forecasts with percentile bands.
- Contribution and withdrawal modeling for portfolio paths and retirement scenarios.
- Fit and compare distributions such as normal, lognormal, and Student's t against historical data.
- Access to free end-of-day market and macro data for equities, ETFs, mutual funds, commodities, currencies, indexes, inflation, policy rates, and CAPE10 ratios.
- The open REST API at api.okama.io is available without authentication, plus Python SDK support for reproducible notebooks and scripts.
- The Python and API workflows suit developers and quants. Nontechnical investors may prefer hosted portfolio trackers.
- Okama is open-source analytics and data tooling, not broker sync, tax-lot accounting, trade execution, real-time market data, or personalized advice.
FAQ
Is okama free?
okama is free to use. Visit the vendor site for the latest limits and onboarding details.
Who is okama best for?
It suits beginner, intermediate, and advanced users.
What platforms and connections does okama support?
You can use okama on Web. okama offers an API (REST) with None authentication.
Which markets does okama cover?
okama covers North America, Europe, APAC, and Middle East. It tracks Stocks, ETFs, Commodities, Currencies, and Mutual Funds. Identifiers include Ticker.
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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!
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Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
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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.