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.
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, 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
64% overlapEditor’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.
Shared categories
Portfolio123 adds
- Screeners
- Stock Ideas
- Watchlist
- Financials
okama keeps to itself
- Risk Metrics
- Monte Carlo
- ETF Performance
- Inflation Rates
Shared platforms
Shared pricing
PortfoliosLab
64% overlapPortfoliosLab 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.
Shared categories
PortfoliosLab adds
- Watchlist
- Factor Exposure
- Stock Comparison
- ETF Comparison
okama keeps to itself
- Monte Carlo
- ETF Performance
- Inflation Rates
- Interest Rates
Shared platforms
Shared pricing
ETF Insider
55% overlapEditor’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
Shared pricing
GuruFocus
55% overlapEditor’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
Shared pricing
Portfolio Visualizer
60% overlapHands-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
Shared pricing
MacroMicro
55% overlapMacroMicro 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
Shared pricing
YCharts
55% overlapHands-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
MarketXLS
55% overlapMarketXLS 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
AmiBroker
55% overlapAmiBroker 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
45% overlapEditor’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.
Shared categories
FINVIZ adds
- Screeners
- ETF Screeners
- Stock Comparison
- News
okama keeps to itself
- Quant
- Risk Metrics
- Monte Carlo
- Data APIs
Shared platforms
Shared pricing
TradingView
45% overlapEditor’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.
Shared categories
TradingView adds
- Screeners
- Stock Ideas
- Watchlist
- News
okama keeps to itself
- Risk Metrics
- Monte Carlo
- Data APIs
- ETF Performance
Shared platforms
Shared pricing
ETF Action
45% overlapETF 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
ETF Action adds
- ETF Overview
- ETF Holdings
- ETF Fundamentals
- ETF Valuation
okama keeps to itself
- Quant
- Correlation
- Risk Metrics
- Monte Carlo
Shared platforms
Shared pricing
Trackinsight
45% overlapTrackinsight 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
Trackinsight adds
- ETF Screeners
- ETF Comparison
- ETF Overview
- ETF Holdings
okama keeps to itself
- Quant
- Correlation
- Risk Metrics
- Monte Carlo
Shared platforms
Shared pricing
DeepVest
45% overlapDeepVest 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.
Shared categories
DeepVest adds
- Wealth Management
- AI
- AI Chat
- Screeners
okama keeps to itself
- Quant
- Monte Carlo
- Data APIs
- ETF Performance
Shared platforms
Shared pricing
Fiscal.ai
36% overlapEditor’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
Fiscal.ai adds
- Screeners
- Stock Comparison
- Watchlist
- Investor Holdings
okama keeps to itself
- Quant
- Correlation
- Backtesting
- Risk Metrics
Shared platforms
Shared pricing
Uncle Stock
36% overlapEditor’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.
Shared categories
Uncle Stock adds
- Screeners
- Financials
- Valuation Models
- Scores
okama keeps to itself
- Quant
- Correlation
- Risk Metrics
- Monte Carlo
Shared platforms
Shared pricing
ETF Research Center
36% overlapHands-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
ETF Research Center adds
- ETF Screeners
- ETF Comparison
- ETF Overview
- ETF Fundamentals
okama keeps to itself
- Quant
- Correlation
- Risk Metrics
- Monte Carlo
Shared platforms
Shared pricing
Koyfin
36% overlapEditor’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.
Shared categories
Koyfin adds
- Screeners
- ETF Screeners
- Custom Dashboards
- Watchlist
okama keeps to itself
- Quant
- Backtesting
- Risk Metrics
- Monte Carlo
Shared platforms
Shared pricing
Stock Rover
36% overlapEditor’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
Stock Rover adds
- Screeners
- ETF Screeners
- Stock Comparison
- ETF Comparison
okama keeps to itself
- Quant
- Backtesting
- Risk Metrics
- Data APIs
Shared platforms
Shared pricing
ECB Data Portal
50% overlapECB 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.
Shared categories
ECB Data Portal adds
- APIs & SDKs
- GDP
- Unemployment Rates
- Yield Curves
okama keeps to itself
- Quant
- Portfolio
- Correlation
- Backtesting
Shared platforms
Shared pricing
FRED (Federal Reserve Economic Data)
40% overlapFRED (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.
Shared categories
FRED (Federal Reserve Economic Data) adds
- Unemployment Rates
- GDP
- Calendar
- Alerts
okama keeps to itself
- Quant
- Portfolio
- Correlation
- Backtesting
Shared platforms
Shared pricing
BIS Data Portal
80% overlapBIS Data Portal overlaps on Data Visualizations, Data APIs, and Inflation Rates, adds Calendar coverage, keeps a free plan on the table while matching okama.
Shared categories
BIS Data Portal adds
- Calendar
okama keeps to itself
- Quant
- Portfolio
- Correlation
- Backtesting
Shared platforms
Shared pricing
FX Replay
67% overlapFX 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.
Shared categories
FX Replay adds
- Paper Trading
- Calendar
okama keeps to itself
- Quant
- Portfolio
- Correlation
- Data APIs
Shared platforms
Shared pricing
Multpl
57% overlapMultpl 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
Multpl adds
- GDP
- Real Yields
- Financials
okama keeps to itself
- Quant
- Portfolio
- Correlation
- Backtesting
Shared platforms
Shared pricing
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.