Tool Comparison
ETF Research Center vs okama
- Paid from
- $29/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want ETF screeners, ETF comparison, and ETF factors.
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want quant, correlation, and risk metrics.
Pick ETF Research Center if
ETF Research Center
Free • From $29/mo · Web
- You want ETF screeners, ETF comparison, and ETF factors.
Pick okama if
okama
Free · Web · API
- You want an API so you can script or automate things
- You want quant, correlation, and risk metrics.
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 Research Center and okama cover a lot of the same ground (4 shared categories, including ETF analysis, portfolio, and backtesting), so for the basics you won't go far wrong with either. ETF Research Center includes ETF screeners and ETF comparison, and okama includes quant and correlation.
What readers say
ETF Research Center
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okama
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Key differences at a glance
- Global coverage
- okama
- Free trial
- ETF Research Center30 days
- API access
- okama
- Asset coverage
- okamaAdds stocks and commodities
- Free plan
- Both
What ETF Research Center does best
- Screening for ETFs with the Equity Power Screener using performance, technical indicators, fundamentals, valuations, ratings, and premium-gated criteria.
- Fund Finder views across general, equity, and fixed-income metrics to narrow ETF candidates.
- Comparison tools for fund overlap to see shared holdings, top differences, and overlap matrices against benchmarks or portfolios.
- Stock Locator to find ETFs holding a specific stock, including weights and shares, with full lists available through a free account.
- Comparison tools for total cost of ownership using expense ratios, spreads, commissions, holding period, and custom assumptions.
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 $29/mo | Free |
Free tier | Yes | Yes |
Free trial | 30 days | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | No | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | — |
Categories covered | 11 | 10 |
Regions | North America | North America, Europe, APAC, Middle East |
| Data & capabilities | ||
Data quality | 4 signals: Latency: End of Day, Granularity: EOD +2 more | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Capabilities | Universe builder and Factor exposure | 4 signals: VaR/ES, Monte Carlo +2 more |
| Try it | Visit ETF Research Center | Visit okama |
Standout features
The best features of ETF Research Center and okama.ShowHide
Standout features
What ETF Research Center does best
- Screening for ETFs with the Equity Power Screener using performance, technical indicators, fundamentals, valuations, ratings, and premium-gated criteria.
- Fund Finder views across general, equity, and fixed-income metrics to narrow ETF candidates.
- Comparison tools for fund overlap to see shared holdings, top differences, and overlap matrices against benchmarks or portfolios.
- Stock Locator to find ETFs holding a specific stock, including weights and shares, with full lists available through a free account.
- Comparison tools for total cost of ownership using expense ratios, spreads, commissions, holding period, and custom assumptions.
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 Research Center and okama.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFs | StocksETFsCommoditiesCurrenciesMutual Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | North AmericaEuropeAPACMiddle East |
Coverage details | Countries: US and CAIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: NoneSDKs: Python |
Export formats | CSVPDF | Not specified |
| Plans & trust | ||
Capability signals | Universe builderFactor exposure | VaR/ESMonte CarloRebalancingCorrelation |
Vendor & support | AltaVista ResearchCountry: United StatesFounded 2004Support: Email and Phone | MBK Development LLCSupport: Forum |
Curation ratings | Methodology 4/5Reliability 4/5UX 4/5 | 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 | Free“Basic” | Free |
| Entry paid plan | $29/mo“Individual” | — |
| Top plan | $99/mo“Professional” | — |
| Free trial | 30 days | — |
Free alternatives
Questions we keep getting
What's the difference between ETF Research Center and okama?
ETF Research Center leans toward ETF screeners, ETF comparison, and ETF analysis, while okama puts more weight on quant, data visualizations, and portfolio. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do ETF Research Center and okama cost?
Good news: both ETF Research Center and okama have free plans, so you can run them side by side and only pay if you hit a wall.
Does ETF Research Center or okama have an API?
okama has an API for programmatic access and custom integrations. ETF Research Center doesn't, so you're working through its interface.
Should I choose ETF Research Center or okama?
It depends on what you're after. Pick ETF Research Center if ETF screeners and ETF comparison 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 Research Center and okama cover?
Both cover ETFs. okama adds stocks, commodities, and currencies on top.
Which covers international markets: ETF Research Center 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 Research Center is more region-specific, mainly North America.
Can I export data from ETF Research Center and okama?
ETF Research Center exports to CSV. okama is stingier about getting data out.
Which has a better stock screener: ETF Research Center or okama?
ETF Research Center has a stock screener for surfacing ideas; okama doesn't, and focuses its energy elsewhere.
Can I track my portfolio with ETF Research Center 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.