Which platforms should you compare to okama first?

YCharts, GuruFocus, Portfolio123 align closest with okama across category coverage and pricing, making them the best comparisons to review first.

Does any matchup include a free-plan alternative?

Yes. GuruFocus, Portfolio123, Portfolio Visualizer, and others keep freemium access, so you can benchmark okama without a paid commitment.

Which comparisons highlight mobile access?

okama goes head-to-head with GuruFocus, Koyfin, TradingView for mobile-ready workflows. Review those matchups if on-the-go research matters.

VOL. XCIV, NO. 247

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Wednesday, December 3, 2025

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Matchup hub

Compare okama

Every head-to-head showdown featuring okama. Review coverage overlap, standout differentiators, and pricing context before you request demos.

Quick takeaways

YCharts overlaps on Data Visualizations, Portfolio, and Correlation and pushes into Screeners and Stock Comparison with okama and is the quickest matchup to review first.

GuruFocus, Portfolio123, and Portfolio Visualizer keep freemium tiers so you can benchmark okama without committing budget.

okama rivals most often add coverage in ETF Holdings, ETF Overview, and Screeners, so focus there when evaluating upgrades.

Matchups catalogued

Include free tiers

Offer mobile access

51%

Avg category overlap

Category heatmap

How okama stacks up

Spot the coverage themes most often compared against this tool and where rivals extend or lag.

Shared battlegrounds

Categories that appear in the majority of head-to-head matchups.

Data Visualizations21
Portfolio15
Data APIs13
Backtesting12
Correlation10
ETF Performance10

Where rivals add depth

Common coverage areas that comparison partners introduce beyond okama.

ETF Holdings13
ETF Overview13
Screeners13
Financials12
APIs & SDKs11
Watchlist11

Where okama stands alone

Categories that remain exclusive to okama across these matchups.

Monte Carlo19
Quant17
Risk Metrics (VaR/ES/Drawdown)17
Correlation14
ETF Performance14
Inflation Rates14

Matchups

Dive into the full comparison roster

Start with the closest overlaps, then branch into tools that push okama into new workflows.

YCharts

73% overlap

Hands-on review

YCharts overlaps on Data Visualizations, Portfolio, and Correlation, adds Screeners, Stock Comparison, and ETF Comparison coverage while matching okama.

Shared categories

Data Visualizations Portfolio Correlation Risk Metrics (VaR/ES/Drawdown)Data APIs ETF Performance

YCharts adds

Screeners
Stock Comparison
ETF Comparison
Watchlist

okama keeps to itself

Quant
Backtesting
Monte Carlo

Shared platforms

WebAPI

Open full comparison View YCharts profile

GuruFocus

55% overlap

Editor’s pick

Hands-on review

GuruFocus overlaps on Portfolio, Backtesting, and Data APIs, adds Screeners, Stock Ideas, and Stock Comparison coverage, keeps a free plan on the table while matching okama.

Shared categories

Portfolio Backtesting Data APIs ETF Performance Inflation Rates Interest Rates

GuruFocus adds

Screeners
Stock Ideas
Stock Comparison
Investor Holdings

okama keeps to itself

Quant
Data Visualizations
Correlation
Risk Metrics (VaR/ES/Drawdown)

Shared platforms

WebAPI

Shared pricing

Free

Open full comparison View GuruFocus profile

Portfolio123

60% overlap

Editor’s pick

Hands-on review

Portfolio123 overlaps on Quant, Data Visualizations, and Portfolio, adds Screeners, Calendar, and APIs & SDKs coverage, keeps a free plan on the table while matching okama.

Shared categories

Quant Data Visualizations Portfolio Correlation Backtesting Data APIs

Portfolio123 adds

Screeners
Calendar
APIs & SDKs
Broker Connectors

okama keeps to itself

Risk Metrics (VaR/ES/Drawdown)
Monte Carlo
ETF Performance
Inflation Rates

Shared platforms

WebAPI

Shared pricing

Free

Open full comparison View Portfolio123 profile

Portfolio Visualizer

86% overlap

Hands-on review

Portfolio Visualizer overlaps on Quant, Data Visualizations, and Correlation, adds Factor Exposure coverage, keeps a free plan on the table while matching okama.

Shared categories

Quant Data Visualizations Correlation Backtesting Risk Metrics (VaR/ES/Drawdown)Monte Carlo

Portfolio Visualizer adds

Factor Exposure

okama keeps to itself

Portfolio
Data APIs
ETF Performance
Inflation Rates

Shared platforms

Web

Shared pricing

Free

Open full comparison View Portfolio Visualizer profile

MacroMicro

55% overlap

MacroMicro overlaps on Data Visualizations, Correlation, and Backtesting, adds ETF Screeners, ETF Comparison, and Which ETF includes this Stock? coverage, keeps a free plan on the table while matching okama.

Shared categories

Data Visualizations Correlation Backtesting Data APIs Inflation Rates Interest Rates

MacroMicro adds

ETF Screeners
ETF Comparison
Which ETF includes this Stock?
Calendar

okama keeps to itself

Quant
Portfolio
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo

Shared platforms

WebAPI

Shared pricing

Free

Open full comparison View MacroMicro profile

OpenBB

55% overlap

OpenBB overlaps on Quant, Data Visualizations, and Data APIs, adds APIs & SDKs, Sheets / Excel Add-ins, and Custom Dashboards coverage, keeps a free plan on the table while matching okama.

Shared categories

Quant Data Visualizations Data APIs ETF Performance Inflation Rates Interest Rates

OpenBB adds

APIs & SDKs
Sheets / Excel Add-ins
Custom Dashboards
News

okama keeps to itself

Portfolio
Correlation
Backtesting
Risk Metrics (VaR/ES/Drawdown)

Shared platforms

WebAPI

Shared pricing

Free

Open full comparison View OpenBB profile

DeepVest (formerly Benjamin AI)

55% overlap

DeepVest (formerly Benjamin AI) overlaps on Quant, Data Visualizations, and Portfolio, adds Financials, Screeners, and News coverage while matching okama.

Shared categories

Quant Data Visualizations Portfolio Correlation Backtesting Risk Metrics (VaR/ES/Drawdown)

DeepVest (formerly Benjamin AI) adds

Financials
Screeners
News
Regulatory Filings Monitoring

okama keeps to itself

Monte Carlo
Data APIs
ETF Performance
Inflation Rates

Shared platforms

Web

Open full comparison View DeepVest (formerly Benjamin AI) profile

MarketXLS

55% overlap

MarketXLS overlaps on Portfolio, Correlation, and Risk Metrics (VaR/ES/Drawdown), adds Sheets / Excel Add-ins, Broker Connectors, and Screeners coverage while matching okama.

Shared categories

Portfolio Correlation Risk Metrics (VaR/ES/Drawdown)Monte Carlo Inflation Rates Interest Rates

MarketXLS adds

Sheets / Excel Add-ins
Broker Connectors
Screeners
Options & Derivatives

okama keeps to itself

Quant
Data Visualizations
Backtesting
Data APIs

Shared platforms

Web

Open full comparison View MarketXLS profile

AmiBroker

67% overlap

AmiBroker overlaps on Quant, Data Visualizations, and Correlation, adds Screeners, APIs & SDKs, and Auto-Trading & Bots coverage while matching okama.

Shared categories

Quant Data Visualizations Correlation Backtesting Risk Metrics (VaR/ES/Drawdown)Monte Carlo

AmiBroker adds

Screeners
APIs & SDKs
Auto-Trading & Bots

okama keeps to itself

Portfolio
Data APIs
ETF Performance
Inflation Rates

Open full comparison View AmiBroker profile

Koyfin

45% overlap

Editor’s pick

Hands-on review

Koyfin overlaps on Data Visualizations, Portfolio, and ETF Performance, adds Watchlist, Screeners, and ETF Screeners coverage, keeps a free plan on the table while matching okama.

Shared categories

Data Visualizations Portfolio ETF Performance Inflation Rates Interest Rates

Koyfin adds

Watchlist
Screeners
ETF Screeners
Financials

okama keeps to itself

Quant
Correlation
Backtesting
Risk Metrics (VaR/ES/Drawdown)

Shared platforms

Web

Shared pricing

Free

Open full comparison View Koyfin profile

TradingView

45% overlap

Editor’s pick

Hands-on review

TradingView overlaps on Quant, Data Visualizations, and Portfolio, adds Stock Ideas, Screeners, and ETF Screeners coverage, keeps a free plan on the table while matching okama.

Shared categories

Quant Data Visualizations Portfolio Backtesting ETF Performance

TradingView adds

Stock Ideas
Screeners
ETF Screeners
Options & Derivatives

okama keeps to itself

Correlation
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo
Data APIs

Shared platforms

Web

Shared pricing

Free

Open full comparison View TradingView profile

ETF Action

45% overlap

ETF Action overlaps on Data Visualizations, Portfolio, and Backtesting, adds ETF Overview, ETF Holdings, and ETF Fundamentals coverage, keeps a free plan on the table while matching okama.

Shared categories

Data Visualizations Portfolio Backtesting Data APIs ETF Performance

ETF Action adds

ETF Overview
ETF Holdings
ETF Fundamentals
ETF Valuation

okama keeps to itself

Quant
Correlation
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo

Shared platforms

WebAPI

Shared pricing

Free

Open full comparison View ETF Action profile

PortfoliosLab

45% overlap

PortfoliosLab overlaps on Quant, Portfolio, and Correlation, adds Screeners, ETF Screeners, and Watchlist coverage, keeps a free plan on the table while matching okama.

Shared categories

Quant Portfolio Correlation Backtesting Risk Metrics (VaR/ES/Drawdown)

PortfoliosLab adds

Screeners
ETF Screeners
Watchlist
Stock Comparison

okama keeps to itself

Data Visualizations
Monte Carlo
Data APIs
ETF Performance

Shared platforms

Web

Shared pricing

Free

Open full comparison View PortfoliosLab profile

ETF Insider

36% overlap

Editor’s pick

Hands-on review

ETF Insider overlaps on Data Visualizations, Portfolio, and Correlation, adds ETF Overview, ETF Holdings, and ETF Factors coverage, keeps a free plan on the table while matching okama.

Shared categories

Data Visualizations Portfolio Correlation ETF Performance

ETF Insider adds

ETF Overview
ETF Holdings
ETF Factors
ETF Overlap

okama keeps to itself

Quant
Backtesting
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo

Shared platforms

WebAPI

Shared pricing

Free

Open full comparison View ETF Insider profile

FINVIZ

36% overlap

Editor’s pick

Hands-on review

FINVIZ overlaps on Data Visualizations, Portfolio, and Backtesting, adds Screeners, Watchlist, and News coverage, keeps a free plan on the table while matching okama.

Shared categories

Data Visualizations Portfolio Backtesting Data APIs

FINVIZ adds

Screeners
Watchlist
News
Alerts

okama keeps to itself

Quant
Correlation
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo

Shared platforms

WebAPI

Shared pricing

Free

Open full comparison View FINVIZ profile

Fiscal.ai

36% overlap

Editor’s pick

Hands-on review

Fiscal.ai overlaps on Data Visualizations, Portfolio, and Data APIs, adds Screeners, Stock Comparison, and Watchlist coverage, keeps a free plan on the table while matching okama.

Shared categories

Data Visualizations Portfolio Data APIs ETF Performance

Fiscal.ai adds

Screeners
Stock Comparison
Watchlist
Investor Holdings

okama keeps to itself

Quant
Correlation
Backtesting
Risk Metrics (VaR/ES/Drawdown)

Shared platforms

WebAPI

Shared pricing

Free

Open full comparison View Fiscal.ai profile

ETF Research Center

36% overlap

Hands-on review

ETF Research Center overlaps on Data Visualizations, Portfolio, and Backtesting, adds ETF Screeners, ETF Comparison, and ETF Overview coverage, keeps a free plan on the table while matching okama.

Shared categories

Data Visualizations Portfolio Backtesting ETF Performance

ETF Research Center adds

ETF Screeners
ETF Comparison
ETF Overview
ETF Fundamentals

okama keeps to itself

Quant
Correlation
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo

Shared platforms

Web

Shared pricing

Free

Open full comparison View ETF Research Center profile

Stock Rover

36% overlap

Editor’s pick

Hands-on review

Stock Rover overlaps on Data Visualizations, Portfolio, and Correlation, adds Screeners, ETF Screeners, and Stock Comparison coverage, keeps a free plan on the table while matching okama.

Shared categories

Data Visualizations Portfolio Correlation Monte Carlo

Stock Rover adds

Screeners
ETF Screeners
Stock Comparison
ETF Comparison

okama keeps to itself

Quant
Backtesting
Risk Metrics (VaR/ES/Drawdown)
Data APIs

Shared platforms

Web

Shared pricing

Free

Open full comparison View Stock Rover profile

BIS Data Portal (Bank for International Settlements)

57% overlap

BIS Data Portal (Bank for International Settlements) overlaps on Data Visualizations, Data APIs, and Inflation Rates, adds Calendar, Central Bank Watcher, and Housing & Construction coverage, keeps a free plan on the table while matching okama.

Shared categories

Data Visualizations Data APIs Inflation Rates Interest Rates

BIS Data Portal (Bank for International Settlements) adds

Calendar
Central Bank Watcher
Housing & Construction

okama keeps to itself

Quant
Portfolio
Correlation
Backtesting

Shared platforms

WebAPI

Shared pricing

Free

Open full comparison View BIS Data Portal (Bank for International Settlements) profile

ECB Data Portal

40% overlap

ECB Data Portal overlaps on Data Visualizations, Data APIs, and Inflation Rates, adds APIs & SDKs, Central Bank Watcher, and GDP coverage, keeps a free plan on the table while matching okama.

Shared categories

Data Visualizations Data APIs Inflation Rates Interest Rates

ECB Data Portal adds

APIs & SDKs
Central Bank Watcher
GDP
Unemployment Rates

okama keeps to itself

Quant
Portfolio
Correlation
Backtesting

Shared platforms

WebAPI

Shared pricing

Free

Open full comparison View ECB Data Portal profile

FRED (Federal Reserve Economic Data)

36% overlap

FRED (Federal Reserve Economic Data) overlaps on Data Visualizations, Data APIs, and Inflation Rates, adds Calendar, Unemployment Rates, and GDP coverage, keeps a free plan on the table while matching okama.

Shared categories

Data Visualizations Data APIs Inflation Rates Interest Rates

FRED (Federal Reserve Economic Data) adds

Calendar
Unemployment Rates
GDP
PMI / ISM

okama keeps to itself

Quant
Portfolio
Correlation
Backtesting

Shared platforms

WebAPI

Shared pricing

Free

Open full comparison View FRED (Federal Reserve Economic Data) profile

Trackinsight

36% overlap

Trackinsight overlaps on Data Visualizations, Portfolio, and Data APIs, adds ETF Screeners, ETF Overview, and ETF Holdings coverage, keeps a free plan on the table while matching okama.

Shared categories

Data Visualizations Portfolio Data APIs ETF Performance

Trackinsight adds

ETF Screeners
ETF Overview
ETF Holdings
ETF Comparison

okama keeps to itself

Quant
Correlation
Backtesting
Risk Metrics (VaR/ES/Drawdown)

Shared platforms

WebAPI

Shared pricing

Free

Open full comparison View Trackinsight profile

FX Replay

67% overlap

FX Replay overlaps on Data Visualizations, Backtesting, and Risk Metrics (VaR/ES/Drawdown), adds Paper Trading and Calendar coverage, keeps a free plan on the table while matching okama.

Shared categories

Data Visualizations Backtesting Risk Metrics (VaR/ES/Drawdown)Monte Carlo

FX Replay adds

Paper Trading
Calendar

okama keeps to itself

Quant
Portfolio
Correlation
Data APIs

Shared platforms

Web

Shared pricing

Free

Open full comparison View FX Replay profile

Multpl

57% overlap

Multpl overlaps on Data Visualizations, Data APIs, and Inflation Rates, adds GDP, Real Yields, and Financials coverage, keeps a free plan on the table while matching okama.

Shared categories

Data Visualizations Data APIs Inflation Rates Interest Rates

Multpl adds

GDP
Real Yields
Financials

okama keeps to itself

Quant
Portfolio
Correlation
Backtesting

Shared platforms

Web

Shared pricing

Free

Open full comparison View Multpl profile

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.