VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Euromonitor (Passport)View okamaBack to Home

Head-to-head

Euromonitor (Passport) vs okama comparison

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

Quick takeaways

Euromonitor (Passport) adds GDP, and Unemployment Rates coverage that okama skips.

okama includes Quant, Data Visualizations, Portfolio, Correlation, Backtesting, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, and ETF Performance categories that Euromonitor (Passport) omits.

Euromonitor (Passport) highlights: Comprehensive Passport database covering global industries, economies, and consumer markets., Official APIs for subscribers, including Passport Stats (statistical data), Passport Insights (report metadata and downloads), and Via API., and REST-style API with OAuth 2.0 authentication for secure access to subscription data..

okama is known 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..

okama keeps a free entry point that Euromonitor (Passport) lacks.

Euromonitor (Passport) logo

Euromonitor (Passport)

euromonitor.com

Passport is Euromonitor’s global subscription database for industries, economies, and consumers. Subscribers can access content for a 12-month term, with official APIs available for structured delivery. Individual reports can also be purchased separately. Downloads are offered in Excel, PDF, and in some cases PowerPoint.

Platforms

Web
API

Pricing

Subscription
One-time

Quick highlights

  • Comprehensive Passport database covering global industries, economies, and consumer markets.
  • Official APIs for subscribers, including Passport Stats (statistical data), Passport Insights (report metadata and downloads), and Via API.
  • REST-style API with OAuth 2.0 authentication for secure access to subscription data.
  • Datasets currently cover Market Sizes, Company and Brand Shares, and additional statistical categories.
  • Macroeconomic coverage spans inflation rates, labor markets, global trade patterns, and more to support strategic planning and investment decisions.

Community votes (overall)

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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

Web
API

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.

Community votes (overall)

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Overlap

Shared focus areas

3 overlaps

Mutual strengths include Data APIs, Inflation Rates, and Interest Rates.

Where they differ

Euromonitor (Passport)

Distinct strengths include:

GDP
Unemployment Rates
  • Comprehensive Passport database covering global industries, economies, and consumer markets.
  • Official APIs for subscribers, including Passport Stats (statistical data), Passport Insights (report metadata and downloads), and Via API.
  • REST-style API with OAuth 2.0 authentication for secure access to subscription data.
  • Datasets currently cover Market Sizes, Company and Brand Shares, and additional statistical categories.

okama

Distinct strengths include:

Quant
Data Visualizations
Portfolio
Correlation
Backtesting
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo
ETF 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

AttributeEuromonitor (Passport)okama
Categories

Which research workflows each platform targets

Shared: Data APIs, Inflation Rates, Interest Rates

Unique: GDP, Unemployment Rates

Shared: Data APIs, Inflation Rates, Interest Rates

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

Asset types

Supported asset classes and universes

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

Subscription, One-time

Free

Key features

Core capabilities called out by each vendor

Unique

  • Comprehensive Passport database covering global industries, economies, and consumer markets.
  • Official APIs for subscribers, including Passport Stats (statistical data), Passport Insights (report metadata and downloads), and Via API.
  • REST-style API with OAuth 2.0 authentication for secure access to subscription data.
  • Datasets currently cover Market Sizes, Company and Brand Shares, and additional statistical categories.
  • Macroeconomic coverage spans inflation rates, labor markets, global trade patterns, and more to support strategic planning and investment decisions.
  • Reports and datasets are exportable in Excel and PDF, with some reports also available in PowerPoint; charts and datasheets can be downloaded directly from the platform.

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

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Frequently Asked Questions

Which workflows do Euromonitor (Passport) and okama both support?

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

Which tool offers a free plan?

okama offers a free entry point, while Euromonitor (Passport) requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Euromonitor (Passport) and okama?

Both Euromonitor (Passport) 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?

Euromonitor (Passport) differentiates itself with Comprehensive Passport database covering global industries, economies, and consumer markets., Official APIs for subscribers, including Passport Stats (statistical data), Passport Insights (report metadata and downloads), and Via API., and REST-style API with OAuth 2.0 authentication for secure access to subscription data., 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

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.