VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

PRICE: 0 CENTS

Saturday, January 17, 2026

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

Portfolio123 overlaps on Quant, Data Visualizations, and Portfolio and pushes into Screeners and Stock Ideas with okama and is the quickest matchup to review first.

Portfolio123, PortfoliosLab, and ETF Insider keep freemium tiers so you can benchmark okama without committing budget.

okama rivals most often add coverage in Screeners, Watchlist, and Alerts, so focus there when evaluating upgrades.

24

Matchups catalogued

21

Include free tiers

5

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 Visualizations23
  • Portfolio16
  • Backtesting14
  • Correlation13
  • Data APIs13
  • ETF Performance8

Where rivals add depth

Common coverage areas that comparison partners introduce beyond okama.

  • Screeners16
  • Watchlist13
  • Alerts12
  • Calendar11
  • ETF Holdings11
  • ETF Overview10

Where okama stands alone

Categories that remain exclusive to okama across these matchups.

  • Quant19
  • Monte Carlo18
  • Inflation Rates17
  • ETF Performance16
  • Interest Rates16
  • Risk Metrics16

Matchups

Dive into the full comparison roster

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

Portfolio123 logo

Portfolio123

64% overlap

Editor’s pick

Hands-on review

Portfolio123 overlaps on Quant, Data Visualizations, and Portfolio, adds Screeners, Stock Ideas, and Watchlist coverage, keeps a free plan on the table while matching okama.

Portfolio123 adds

  • Screeners
  • Stock Ideas
  • Watchlist
  • Financials

okama keeps to itself

  • Risk Metrics
  • Monte Carlo
  • ETF Performance
  • Inflation Rates

Shared platforms

WebAPI

Shared pricing

Free
PortfoliosLab logo

PortfoliosLab

64% overlap

PortfoliosLab overlaps on Quant, Data Visualizations, and Portfolio, adds Watchlist, Factor Exposure, and Stock Comparison coverage, keeps a free plan on the table while matching okama.

PortfoliosLab adds

  • Watchlist
  • Factor Exposure
  • Stock Comparison
  • ETF Comparison

okama keeps to itself

  • Monte Carlo
  • ETF Performance
  • Inflation Rates
  • Interest Rates

Shared platforms

WebAPI

Shared pricing

Free
ETF Insider logo

ETF Insider

55% overlap

Editor’s pick

Hands-on review

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

ETF Insider adds

  • ETF Screeners
  • Screeners
  • Factor Exposure
  • ETF Overview

okama keeps to itself

  • Quant
  • Backtesting
  • Monte Carlo
  • Inflation Rates

Shared platforms

WebAPI

Shared pricing

Free
GuruFocus logo

GuruFocus

55% overlap

Editor’s pick

Hands-on review

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

GuruFocus adds

  • Screeners
  • Stock Ideas
  • Stock Comparison
  • Investor Holdings

okama keeps to itself

  • Quant
  • Correlation
  • Risk Metrics
  • Monte Carlo

Shared platforms

WebAPI

Shared pricing

Free
Portfolio Visualizer logo

Portfolio Visualizer

60% overlap

Hands-on review

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

Portfolio Visualizer adds

  • Factor Exposure
  • Performance Attribution
  • Screeners
  • ETF Screeners

okama keeps to itself

  • Portfolio
  • Data APIs
  • ETF Performance
  • Inflation Rates

Shared platforms

Web

Shared pricing

Free
MacroMicro logo

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.

MacroMicro adds

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

okama keeps to itself

  • Quant
  • Portfolio
  • Risk Metrics
  • Monte Carlo

Shared platforms

WebAPI

Shared pricing

Free
YCharts logo

YCharts

55% overlap

Hands-on review

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

YCharts adds

  • Screeners
  • Stock Comparison
  • ETF Comparison
  • Watchlist

okama keeps to itself

  • Quant
  • Backtesting
  • Data APIs
  • Inflation Rates

Shared platforms

Web
MarketXLS logo

MarketXLS

55% overlap

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

MarketXLS adds

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

okama keeps to itself

  • Quant
  • Data Visualizations
  • Backtesting
  • Data APIs

Shared platforms

Web
AmiBroker logo

AmiBroker

55% overlap

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

AmiBroker adds

  • Screeners
  • Alerts
  • Auto-Trading & Bots
  • APIs & SDKs

okama keeps to itself

  • Portfolio
  • Data APIs
  • ETF Performance
  • Inflation Rates
FINVIZ logo

FINVIZ

45% overlap

Editor’s pick

Hands-on review

FINVIZ 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.

FINVIZ adds

  • Screeners
  • ETF Screeners
  • Stock Comparison
  • News

okama keeps to itself

  • Quant
  • Risk Metrics
  • Monte Carlo
  • Data APIs

Shared platforms

Web

Shared pricing

Free
TradingView logo

TradingView

45% overlap

Editor’s pick

Hands-on review

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

TradingView adds

  • Screeners
  • Stock Ideas
  • Watchlist
  • News

okama keeps to itself

  • Risk Metrics
  • Monte Carlo
  • Data APIs
  • ETF Performance

Shared platforms

Web

Shared pricing

Free
ETF Action logo

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.

ETF Action adds

  • ETF Overview
  • ETF Holdings
  • ETF Fundamentals
  • ETF Valuation

okama keeps to itself

  • Quant
  • Correlation
  • Risk Metrics
  • Monte Carlo

Shared platforms

WebAPI

Shared pricing

Free
Trackinsight logo

Trackinsight

45% overlap

Trackinsight 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.

Trackinsight adds

  • ETF Screeners
  • ETF Comparison
  • ETF Overview
  • ETF Holdings

okama keeps to itself

  • Quant
  • Correlation
  • Risk Metrics
  • Monte Carlo

Shared platforms

WebAPI

Shared pricing

Free
DeepVest logo

DeepVest

45% overlap

DeepVest overlaps on Data Visualizations, Portfolio, and Correlation, adds Wealth Management, AI, and AI Chat coverage, keeps a free plan on the table while matching okama.

DeepVest adds

  • Wealth Management
  • AI
  • AI Chat
  • Screeners

okama keeps to itself

  • Quant
  • Monte Carlo
  • Data APIs
  • ETF Performance

Shared platforms

Web

Shared pricing

Free
Fiscal.ai logo

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.

Fiscal.ai adds

  • Screeners
  • Stock Comparison
  • Watchlist
  • Investor Holdings

okama keeps to itself

  • Quant
  • Correlation
  • Backtesting
  • Risk Metrics

Shared platforms

WebAPI

Shared pricing

Free
Uncle Stock logo

Uncle Stock

36% overlap

Editor’s pick

Hands-on review

Uncle Stock overlaps on Data Visualizations, Portfolio, and Backtesting, adds Screeners, Financials, and Valuation Models coverage, keeps a free plan on the table while matching okama.

Uncle Stock adds

  • Screeners
  • Financials
  • Valuation Models
  • Scores

okama keeps to itself

  • Quant
  • Correlation
  • Risk Metrics
  • Monte Carlo

Shared platforms

WebAPI

Shared pricing

Free
ETF Research Center logo

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.

ETF Research Center adds

  • ETF Screeners
  • ETF Comparison
  • ETF Overview
  • ETF Fundamentals

okama keeps to itself

  • Quant
  • Correlation
  • Risk Metrics
  • Monte Carlo

Shared platforms

Web

Shared pricing

Free
Koyfin logo

Koyfin

36% overlap

Editor’s pick

Hands-on review

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

Koyfin adds

  • Screeners
  • ETF Screeners
  • Custom Dashboards
  • Watchlist

okama keeps to itself

  • Quant
  • Backtesting
  • Risk Metrics
  • Monte Carlo

Shared platforms

Web

Shared pricing

Free
Stock Rover logo

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.

Stock Rover adds

  • Screeners
  • ETF Screeners
  • Stock Comparison
  • ETF Comparison

okama keeps to itself

  • Quant
  • Backtesting
  • Risk Metrics
  • Data APIs

Shared platforms

Web

Shared pricing

Free
ECB Data Portal logo

ECB Data Portal

50% overlap

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

ECB Data Portal adds

  • APIs & SDKs
  • GDP
  • Unemployment Rates
  • Yield Curves

okama keeps to itself

  • Quant
  • Portfolio
  • Correlation
  • Backtesting

Shared platforms

WebAPI

Shared pricing

Free
FRED (Federal Reserve Economic Data) logo

FRED (Federal Reserve Economic Data)

40% overlap

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

FRED (Federal Reserve Economic Data) adds

  • Unemployment Rates
  • GDP
  • Calendar
  • Alerts

okama keeps to itself

  • Quant
  • Portfolio
  • Correlation
  • Backtesting

Shared platforms

WebAPI

Shared pricing

Free
BIS Data Portal logo

BIS Data Portal

80% overlap

BIS Data Portal overlaps on Data Visualizations, Data APIs, and Inflation Rates, adds Calendar coverage, keeps a free plan on the table while matching okama.

BIS Data Portal adds

  • Calendar

okama keeps to itself

  • Quant
  • Portfolio
  • Correlation
  • Backtesting

Shared platforms

WebAPI

Shared pricing

Free
FX Replay logo

FX Replay

67% overlap

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

FX Replay adds

  • Paper Trading
  • Calendar

okama keeps to itself

  • Quant
  • Portfolio
  • Correlation
  • Data APIs

Shared platforms

Web

Shared pricing

Free
Multpl logo

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.

Multpl adds

  • GDP
  • Real Yields
  • Financials

okama keeps to itself

  • Quant
  • Portfolio
  • Correlation
  • Backtesting

Shared platforms

Web

Shared pricing

Free

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.