Tool Comparison
ETF Insider vs okama
- Paid from
- $14/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want ETF screeners, factor exposure, and ETF overlap.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want quant, backtesting, and monte carlo.
Pick ETF Insider if
ETF Insider
Free • From $14/mo · Web · API
- You want ETF screeners, factor exposure, and ETF overlap.
- You're a long-term investor who cares more about fundamentals than headlines
Pick okama if
okama
Free · Web · API
- You want quant, backtesting, and monte carlo.
Skip both if: Neither one clicks with how you research; there are strong third options.
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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. ETF Insider includes ETF screeners and factor exposure, and okama includes quant and backtesting.
What readers say
ETF Insider
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okama
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Key differences at a glance
- Global coverage
- okama
- Asset coverage
- okamaAdds commodities and currencies
- Free plan
- Both
What ETF Insider does best
- Inspect ETF, mutual-fund, and stock portfolios through a network 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.
- Compare portfolio risk and efficiency with standard deviation, beta, diversification labels, Sharpe ratios, and efficient-frontier charts.
What okama does best
- Web widgets for efficient frontier visualization, asset comparison, and adjusted monthly portfolio risk/return analysis.
- Python tools for constrained mean-variance optimization, multi-period efficient frontiers, rebalancing constraints, and portfolio simulations.
- Risk analysis with VaR, CVaR, semideviation, drawdowns, volatility, correlations, and related statistics.
- Monte Carlo simulations and wealth-index forecasts with percentile bands.
- Contribution and withdrawal modeling for portfolio paths and retirement scenarios.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| 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 | 10 | 10 |
Regions | North America | North America, Europe, APAC, Middle East |
| Data & capabilities | ||
Data quality | — | 3 signals: Latency: End of Day, 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 |
Standout features
The best features of ETF Insider and okama.ShowHide
Standout features
What ETF Insider does best
- Inspect ETF, mutual-fund, and stock portfolios through a network 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.
- Compare portfolio risk and efficiency with standard deviation, beta, diversification labels, Sharpe ratios, and efficient-frontier charts.
What okama does best
- Web widgets for efficient frontier visualization, asset comparison, and adjusted monthly portfolio risk/return analysis.
- Python tools for constrained mean-variance optimization, multi-period efficient frontiers, rebalancing constraints, and portfolio simulations.
- Risk analysis with VaR, CVaR, semideviation, drawdowns, volatility, correlations, and related statistics.
- Monte Carlo simulations and wealth-index forecasts with percentile bands.
- Contribution and withdrawal modeling for portfolio paths and retirement scenarios.
All details
Every attribute we track for ETF Insider and okama.ShowHide
All details
| 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 | Not specified | End of Day |
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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| 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” | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between ETF Insider and okama?
ETF Insider leans toward ETF screeners, data visualizations, and factor exposure, 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 factor exposure 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.
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.
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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.