★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
ETF Action vs okama
Pick ETF Action if
ETF Action
Free • From $29/mo · Web · API
- Delayed quotes won't cut it; you need real-time data
- You care about ETF factors, ETF overlap, and screeners, things okama doesn't offer
Pick okama if
okama
Free · Web · API
- You care about quant, correlation, and risk metrics, things ETF Action doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
ETF Action and okama cover a lot of the same ground (5 shared categories, including ETF analysis, data visualizations, and portfolio), so for the basics you won't go far wrong with either. ETF Action simply does more: 13 categories to okama's 10, including ETF factors, ETF overlap, and screeners. okama counters by being completely free.
What readers say
ETF Action
Vote once to reveal the community verdict.
okama
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Key differences at a glance
- Real-time data
- ETF Action
- Broader coverage
- ETF Action13 vs 10 categories
- Asset coverage
- okamaAdds commodities and currencies
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $29/mo | Free |
Free tier | Yes | Yes |
Free trial | — | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | No |
Integrations | Polygon.io (pricing), Bridge (model trading integration) +1 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | — |
Categories covered | 13 | 10 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, Middle East |
| Data & capabilities | ||
Data quality | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more | 3 signals: Latency: End of Day and 15-min Delayed, Granularity: EOD +1 more |
Capabilities | 5 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, LowVol, and Size +3 more | 4 signals: VaR/ES, Monte Carlo +2 more |
| Try it | Visit ETF Action | Visit okama |
Where each one shines
What ETF Action and okama each do best.ShowHide
Where each one shines
What ETF Action and okama each do best.What ETF Action does best
- Research coverage for ETFs through global category channels covering size and style, regions, countries, sectors, industries, themes, fixed income, non-traditional assets, commodities, and crypto.
- Look-through holdings analytics to inspect factor, style, sector, industry, country, and concentration exposure inside funds and models.
- Comparison tools for ETF overlap across individual funds or full model portfolios to understand hidden duplication and concentration risk.
- Monitoring ETF flows, trading volumes, ADV, daily refreshes, and T+1 flow timing from the platform dashboards.
- Screeners, watchlists, fund dashboards, Excel or CSV exports, and live indicative FMV quote context where plan limits allow.
What okama does best
- Web widgets for efficient frontier visualization, asset comparison, and adjusted monthly portfolio risk/return analysis.
- Work in Python for constrained mean-variance optimization, multi-period efficient-frontier optimization, rebalancing constraints, and portfolio simulations.
- Analysis of risk with VaR, CVaR, semideviation, drawdowns, volatility, correlations, and related portfolio statistics.
- Tools for running Monte Carlo simulations and wealth-index forecasts with percentile bands for scenario analysis.
- Modeling for contributions and withdrawals when testing portfolio paths, cash-flow assumptions, or retirement-style scenarios.
Every detail we compared
Every tracked attribute for ETF Action and okama, side by side.ShowHide
Every detail we compared
Every tracked attribute for ETF Action and okama, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsStocks | StocksETFsCommoditiesCurrenciesMutual Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACMiddle East |
Coverage details | Exchanges: ARCX, XNAS, and BATSIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day15-min Delayed |
Data granularity | EOD | EOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: NoneSDKs: Python |
Import methods | CSV | Not specified |
Integrations | Polygon.io (pricing)Bridge (model trading integration)RiverFront (model marketplace/partnership) | Not specified |
Export formats | ExcelCSVPDF | Not specified |
| Plans & trust | ||
Capability signals | Universe builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposureRebalancingPortfolio factor exposure | VaR/ESMonte CarloRebalancingCorrelation |
Vendor & support | ETF Action, Inc.Country: USFounded 2018Support: Email | MBK Development LLCSupport: Forum |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Methodology 4/5Reliability 4/5UX 3/5 |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Free / Basic” | Free |
| Entry paid plan | $29/mo“DIY” | — |
| Tier 2 | $99/mo“Advisor Pro” | — |
| Tier 3 | $199/mo“Model Builder” | — |
| Top plan | Subscription“Enterprise” | — |
Questions we keep getting
What's the difference between ETF Action and okama?
ETF Action leans toward ETF analysis, ETF factors, and ETF overlap, while okama puts more weight on quant, data visualizations, and portfolio. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do ETF Action and okama cost?
Good news: both ETF Action and okama have free plans, so you can run them side by side and only pay if you hit a wall.
Do ETF Action and okama have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose ETF Action or okama?
It depends on what you're after. Pick ETF Action if ETF factors and ETF overlap matter to you; go with okama if you'd rather have quant and correlation. And if you only need the basics both share, let price decide.
What asset classes do ETF Action and okama cover?
Both cover ETFs and stocks. okama adds commodities, currencies, and mutual funds on top.
Does ETF Action or okama have real-time data?
ETF Action offers real-time data, which matters if you trade actively. okama runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from ETF Action and okama?
ETF Action exports to Excel and CSV. okama is stingier about getting data out.
Which has a better stock screener: ETF Action or okama?
ETF Action has a stock screener for surfacing ideas; okama doesn't, and focuses its energy elsewhere.
Can I track my portfolio with ETF Action or okama?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
Other tools you might like
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Feedback
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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.