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.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Friday, October 17, 2025
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, Portfolio Visualizer, and MacroMicro keep freemium tiers so you can benchmark okama without committing budget.
okama rivals most often add coverage in ETF Holdings, APIs & SDKs, and Screeners, so focus there when evaluating upgrades.
24
Matchups catalogued
19
Include free tiers
4
Offer mobile access
47%
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 Visualizations18
- Data APIs14
- Portfolio14
- Backtesting12
- Correlation10
- Inflation Rates10
Where rivals add depth
Common coverage areas that comparison partners introduce beyond okama.
- ETF Holdings13
- APIs & SDKs12
- Screeners12
- ETF Overview11
- Calendar10
- Financials10
Where okama stands alone
Categories that remain exclusive to okama across these matchups.
- Monte Carlo19
- ETF Performance17
- Quant17
- Risk Metrics (VaR/ES/Drawdown)17
- Correlation14
- 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
YCharts adds
- Screeners
- Stock Comparison
- ETF Comparison
- Watchlist
okama keeps to itself
- Quant
- Backtesting
- Monte Carlo
Shared platforms
Web
API
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
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
Web
API
Shared pricing
Free
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
Portfolio Visualizer adds
- Factor Exposure
okama keeps to itself
- Portfolio
- Data APIs
- ETF Performance
- Inflation Rates
Shared platforms
Web
Shared pricing
Free
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 (VaR/ES/Drawdown)
- Monte Carlo
Shared platforms
Web
API
Shared pricing
Free
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.
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
Web
API
Shared pricing
Free
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
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
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
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
67% overlap
AmiBroker overlaps on Quant, Data Visualizations, and Correlation, adds Screeners, APIs & SDKs, and Auto-Trading & Bots coverage while matching okama.
Shared categories
AmiBroker adds
- Screeners
- APIs & SDKs
- Auto-Trading & Bots
okama keeps to itself
- Portfolio
- Data APIs
- ETF Performance
- Inflation Rates
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
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
Web
API
Shared pricing
Free
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
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
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
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
Web
API
Shared pricing
Free
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
FINVIZ adds
- Screeners
- Watchlist
- News
- Alerts
okama keeps to itself
- Quant
- Correlation
- Risk Metrics (VaR/ES/Drawdown)
- Monte Carlo
Shared platforms
Web
API
Shared pricing
Free
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
Fiscal.ai adds
- Screeners
- Stock Comparison
- Watchlist
- Alerts
okama keeps to itself
- Quant
- Correlation
- Backtesting
- Risk Metrics (VaR/ES/Drawdown)
Shared platforms
Web
API
Shared pricing
Free
GuruFocus
36% overlap
Editor’s pick
Hands-on review
GuruFocus overlaps on Portfolio, Backtesting, and Inflation Rates, adds Screeners, Stock Ideas, and Stock Comparison coverage, keeps a free plan on the table while matching okama.
Shared categories
GuruFocus adds
- Screeners
- Stock Ideas
- Stock Comparison
- Investor Holdings
okama keeps to itself
- Quant
- Data Visualizations
- Correlation
- Risk Metrics (VaR/ES/Drawdown)
Shared platforms
Web
API
Shared pricing
Free
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
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
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
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
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
BIS Data Portal (Bank for International Settlements) adds
- Calendar
- Central Bank Watcher
- Housing & Construction
okama keeps to itself
- Quant
- Portfolio
- Correlation
- Backtesting
Shared platforms
Web
API
Shared pricing
Free
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
ECB Data Portal adds
- APIs & SDKs
- Central Bank Watcher
- GDP
- Unemployment Rates
okama keeps to itself
- Quant
- Portfolio
- Correlation
- Backtesting
Shared platforms
Web
API
Shared pricing
Free
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
FRED (Federal Reserve Economic Data) adds
- Calendar
- Unemployment Rates
- GDP
- PMI / ISM
okama keeps to itself
- Quant
- Portfolio
- Correlation
- Backtesting
Shared platforms
Web
API
Shared pricing
Free
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
Trackinsight adds
- ETF Screeners
- ETF Overview
- ETF Holdings
- ETF Comparison
okama keeps to itself
- Quant
- Correlation
- Backtesting
- Risk Metrics (VaR/ES/Drawdown)
Shared platforms
Web
API
Shared pricing
Free
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.
FX Replay adds
- Paper Trading
- Calendar
okama keeps to itself
- Quant
- Portfolio
- Correlation
- Data APIs
Shared platforms
Web
Shared pricing
Free
Reflexivity
36% overlap
Reflexivity overlaps on Quant, Portfolio, and Backtesting, adds Screeners, Performance Attribution, and Scenario & Stress Tests coverage while matching okama.
Shared categories
Reflexivity adds
- Screeners
- Performance Attribution
- Scenario & Stress Tests
- Alerts
okama keeps to itself
- Data Visualizations
- Correlation
- Risk Metrics (VaR/ES/Drawdown)
- Monte Carlo
Shared platforms
Web
API
Alpha Vantage
27% overlap
Hands-on review
Alpha Vantage overlaps on Data APIs, Inflation Rates, and Interest Rates, adds News, News Sentiment, and Calendar coverage, keeps a free plan on the table while matching okama.
Shared categories
Alpha Vantage adds
- News
- News Sentiment
- Calendar
- Dividends
okama keeps to itself
- Quant
- Data Visualizations
- Portfolio
- Correlation
Shared platforms
Web
API
Shared pricing
Free
Financial Modeling Prep (FMP)
27% overlap
Editor’s pick
Hands-on review
Financial Modeling Prep (FMP) overlaps on Data APIs, Inflation Rates, and Interest Rates, adds Financials, ETF Holdings, and 13F coverage, keeps a free plan on the table while matching okama.
Shared categories
Financial Modeling Prep (FMP) adds
- Financials
- ETF Holdings
- 13F
- Insider Data
okama keeps to itself
- Quant
- Data Visualizations
- Portfolio
- Correlation
Shared platforms
Web
API
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.