VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, November 10, 2025

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Tool Comparison

BIS Data Portal (Bank for International Settlements) vs okama comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

BIS Data Portal (Bank for International Settlements) adds Calendar, Central Bank Watcher, and Housing & Construction coverage that okama skips.

okama includes Quant, Portfolio, Correlation, Backtesting, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, and ETF Performance categories that BIS Data Portal (Bank for International Settlements) omits.

In depth comparison

BIS Data Portal (Bank for International Settlements) logo

BIS Data Portal (Bank for International Settlements)

data.bis.org

Official BIS portal for global monetary/financial statistics with an SDMX REST API and bulk downloads. Covers international banking (locational/consolidated), debt securities, credit to the non‑financial sector, global liquidity, exchange‑traded & OTC derivatives, Triennial FX/IR derivatives turnover, property prices, consumer prices, effective/bilateral exchange rates, and central bank statistics (policy rates, total assets). Features include a release calendar (with RSS), shareable query links, bookmarks, custom charts/tables, and export to Excel/CSV/PDF. API adheres to the SDMX REST v2.1 spec; formats include JSON, XML, and CSV.

Platforms

WebAPI

Pricing

Free

Quick highlights

  • SDMX RESTful API for programmatic access to data & metadata; supports JSON, XML, CSV output; interactive API docs provided.
  • Bulk downloads: each topic downloadable as a zipped CSV or SDMX file; topical packages show last‑updated stamps.
  • Release calendar with upcoming/past releases; exportable (CSV/Excel) and accessible via API; RSS feed available.
  • Portal exports: Excel/CSV for selected time series (up to 4,500 series per export); Tables & Dashboards can be exported as PDF.
  • Code snippets generator (Python/R/Matlab) to fetch selected series via the SDMX API; shareable URLs preserve filters/settings.

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okama logo

okama

okama.io

Hands-on review

Free open-source toolkit for portfolio analysis and market data. Okama offers web widgets, an API, and a Python library with efficient frontiers, risk metrics, and Monte Carlo simulations. Market and macro data is available end-of-day, with live prices delayed by ~15–20 minutes.

Platforms

WebAPI

Pricing

Free

Quick highlights

  • Interactive Efficient Frontier (mean–variance) widget for quick visualization.
  • Compare-assets widget covering returns, drawdowns, CVaR, and correlations.
  • Portfolio widget built on adjusted monthly data for risk/return analysis.
  • Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.
  • Monte Carlo simulations and wealth-index forecasts with percentile bands.

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Where they differ

BIS Data Portal (Bank for International Settlements)

Distinct strengths include:

CalendarCentral Bank WatcherHousing & Construction
  • SDMX RESTful API for programmatic access to data & metadata; supports JSON, XML, CSV output; interactive API docs provided.
  • Bulk downloads: each topic downloadable as a zipped CSV or SDMX file; topical packages show last‑updated stamps.
  • Release calendar with upcoming/past releases; exportable (CSV/Excel) and accessible via API; RSS feed available.
  • Portal exports: Excel/CSV for selected time series (up to 4,500 series per export); Tables & Dashboards can be exported as PDF.

okama

Distinct strengths include:

QuantPortfolioCorrelationBacktestingRisk Metrics (VaR/ES/Drawdown)Monte CarloETF Performance
  • Interactive Efficient Frontier (mean–variance) widget for quick visualization.
  • Compare-assets widget covering returns, drawdowns, CVaR, and correlations.
  • Portfolio widget built on adjusted monthly data for risk/return analysis.
  • Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.

Feature-by-feature breakdown

AttributeBIS Data Portal (Bank for International Settlements)okama
Categories

Which research workflows each platform targets

Shared: Data APIs, Data Visualizations, Inflation Rates, Interest Rates

Unique: Calendar, Central Bank Watcher, Housing & Construction

Shared: Data APIs, Data Visualizations, Inflation Rates, Interest Rates

Unique: Quant, Portfolio, Correlation, Backtesting, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, ETF Performance

Asset types

Supported asset classes and universes

Bonds, Currencies, Options, Futures, Commodities, Real Estate, Other

Stocks, ETFs, Commodities, Currencies, Mutual Funds

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, API

Pricing

High-level pricing models

Free

Free

Key features

Core capabilities called out by each vendor

Unique

  • SDMX RESTful API for programmatic access to data & metadata; supports JSON, XML, CSV output; interactive API docs provided.
  • Bulk downloads: each topic downloadable as a zipped CSV or SDMX file; topical packages show last‑updated stamps.
  • Release calendar with upcoming/past releases; exportable (CSV/Excel) and accessible via API; RSS feed available.
  • Portal exports: Excel/CSV for selected time series (up to 4,500 series per export); Tables & Dashboards can be exported as PDF.
  • Code snippets generator (Python/R/Matlab) to fetch selected series via the SDMX API; shareable URLs preserve filters/settings.
  • Interactive exploration: search by keyword or series key (supports wildcards), custom tables, multi‑series charts, and break markers on series.

Unique

  • Interactive Efficient Frontier (mean–variance) widget for quick visualization.
  • Compare-assets widget covering returns, drawdowns, CVaR, and correlations.
  • Portfolio widget built on adjusted monthly data for risk/return analysis.
  • Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.
  • Monte Carlo simulations and wealth-index forecasts with percentile bands.
  • Free end-of-day market and macroeconomic data via API, including equities, ETFs, mutual funds, commodities, currencies, indexes, inflation, policy rates, and CAPE10 ratios.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

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Frequently Asked Questions

Which workflows do BIS Data Portal (Bank for International Settlements) and okama both support?

Both platforms cover Data APIs, Data Visualizations, Inflation Rates, and Interest Rates workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do BIS Data Portal (Bank for International Settlements) and okama require subscriptions?

Both BIS Data Portal (Bank for International Settlements) and okama keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access BIS Data Portal (Bank for International Settlements) and okama?

Both BIS Data Portal (Bank for International Settlements) and okama prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

BIS Data Portal (Bank for International Settlements) differentiates itself with SDMX RESTful API for programmatic access to data & metadata; supports JSON, XML, CSV output; interactive API docs provided., Bulk downloads: each topic downloadable as a zipped CSV or SDMX file; topical packages show last‑updated stamps., and Release calendar with upcoming/past releases; exportable (CSV/Excel) and accessible via API; RSS feed available., whereas okama stands out for Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., and Portfolio widget built on adjusted monthly data for risk/return analysis..

Keep exploring

Keep exploring

Stay on top of related tools

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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.