★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: ETF Insider checked August 4, 2026
Tool Comparison
ETF Insider vs okama
Pick ETF Insider if
ETF Insider
Free • From $14/mo · Web · API
- Delayed quotes won't cut it; you need real-time data
- You care about ETF screeners, screeners, and factor exposure, things okama doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick okama if
okama
Free · Web · API
- You care about quant, backtesting, and monte carlo, things ETF Insider 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 Insider and okama cover a lot of the same ground (6 shared categories, including data visualizations, risk metrics, and portfolio), so for the basics you won't go far wrong with either. The real difference is focus: only ETF Insider gives you ETF screeners and screeners, and only okama gives you quant and backtesting.
What readers say
ETF Insider
Vote once to reveal the community verdict.
okama
Vote once to reveal the community verdict.
Key differences at a glance
- Real-time data
- ETF Insider
- Global coverage
- okama
- 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 $14/mo | Free |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 5 limits: Free: saved portfolios: 4, Free: holdings depth: Limited full holdings data +3 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | — |
Categories covered | 11 | 10 |
Regions | North America | North America, Europe, APAC, Middle East |
| Data & capabilities | ||
Data quality | Latency: Real-time | 3 signals: Latency: End of Day and 15-min Delayed, Granularity: EOD +1 more |
Data partners | SEC EDGAR and Issuer Websites | — |
Capabilities | 3 signals: Factor exposure, Portfolio factor exposure +1 more | 4 signals: VaR/ES, Monte Carlo +2 more |
| Try it | Visit ETF Insider | Visit okama |
Where each one shines
What ETF Insider and okama each do best.ShowHide
Where each one shines
What ETF Insider and okama each do best.What ETF Insider does best
- Visualizations for ETF, mutual fund, and stock portfolios through a network-style look-through view of underlying holdings.
- Analysis of ETF overlap, fund overlap, sector concentration, geography exposure, market-cap exposure, and single-name concentration risk.
- Portfolio tabs for performance, diversification, asset correlations, beta, fund overlap, and holdings breakdown.
- Screening for ETFs and mutual funds by asset class, geography, theme, provider, sector, performance, and related fund information.
- Comparison tools for portfolio risk and efficiency with standard deviation, beta, diversification labels, Sharpe-ratio views, and efficient-frontier style charts.
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 Insider and okama, side by side.ShowHide
Every detail we compared
Every tracked attribute for ETF Insider and okama, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual FundsStocks | StocksETFsCommoditiesCurrenciesMutual Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive Investors | Not specified |
Regions | North America | North AmericaEuropeAPACMiddle East |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time | End of Day15-min Delayed |
Data granularity | Not specified | EOD |
Data partners | SEC EDGARIssuer Websites | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: NoneSDKs: Python |
Import methods | CSVManual | Not specified |
Export formats | ImagePDFExcel | Not specified |
| Plans & trust | ||
Capability signals | Factor exposurePortfolio factor exposureCorrelation | VaR/ESMonte CarloRebalancingCorrelation |
Vendor & support | ETF InsiderCountry: IsraelFounded 2022Support: Email | MBK Development LLCSupport: Forum |
Curation ratings | Not specified | 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 | Freesaved portfolios: 4 · holdings depth: Limited full holdings data | Free |
| Entry paid plan | $14/mo“Pro”saved portfolios: Unlimited · holdings depth: Unlimited full holdings data · +1 more | — |
| Custom / enterprise | Contact sales“Enterprise” | — |
Questions we keep getting
What's the difference between ETF Insider and okama?
ETF Insider leans toward ETF screeners, screeners, and data visualizations, while okama puts more weight on quant, data visualizations, and portfolio. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do ETF Insider and okama cost?
Good news: both ETF Insider and okama have free plans, so you can run them side by side and only pay if you hit a wall.
Do ETF Insider 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 Insider or okama?
It depends on what you're after. Pick ETF Insider if ETF screeners and screeners matter to you; go with okama if you'd rather have quant and backtesting. And if you only need the basics both share, let price decide.
What asset classes do ETF Insider and okama cover?
Both cover ETFs, mutual funds, and stocks. okama adds commodities and currencies on top.
Does ETF Insider or okama have real-time data?
ETF Insider 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.
Which covers international markets: ETF Insider or okama?
okama has documented international coverage (North America, Europe, APAC, and Middle East), so it's the safer bet if you hold non-US stocks. ETF Insider is more region-specific, mainly North America.
Can I export data from ETF Insider and okama?
ETF Insider exports to Excel. okama is stingier about getting data out.
Which has a better stock screener: ETF Insider or okama?
ETF Insider has a stock screener for surfacing ideas; okama doesn't, and focuses its energy elsewhere.
Can I track my portfolio with ETF Insider or okama?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.