★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
FactorsToday vs okama
Pick FactorsToday if
FactorsToday
Other · Web · API
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, stock comparison, and factor exposure, things okama doesn't offer
Pick okama if
okama
Free · Web · API
- You'd rather start free and only pay if you outgrow it
- You care about monte carlo, ETF analysis, and macro data, things FactorsToday doesn't offer
- You're newer to investing and want something approachable
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
FactorsToday and okama cover a lot of the same ground (7 shared categories, including quant, data visualizations, and risk metrics), so for the basics you won't go far wrong with either. FactorsToday simply does more: 13 categories to okama's 10, including screeners, stock comparison, and factor exposure. okama counters by being completely free.
What readers say
FactorsToday
Vote once to reveal the community verdict.
okama
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- okama
- Broader coverage
- FactorsToday13 vs 10 categories
- Real-time data
- FactorsToday
- Beginner friendly
- okama
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 | Other | Free |
Free tier | No | Yes |
Free trial | — | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | No |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Analysts and Quants/Developers | — |
Categories covered | 13 | 10 |
Regions | — | North America, Europe, APAC, Middle East |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time and End of Day, Granularity: EOD and Second +1 more | 3 signals: Latency: End of Day and 15-min Delayed, Granularity: EOD +1 more |
Capabilities | 9 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, LowVol, and Size +7 more | 4 signals: VaR/ES, Monte Carlo +2 more |
| Try it | Visit FactorsToday | Visit okama |
Where each one shines
What FactorsToday and okama each do best.ShowHide
Where each one shines
What FactorsToday and okama each do best.What FactorsToday does best
- Monitor extreme factor moves and factor pairs with live dashboards, z-scores, and multiple time windows.
- Screen factors by timeframe, return, direction, and name, or screen stocks by stock type, factor criteria, and model-fit metrics.
- Analyze individual tickers through stock lookup, factor exposures, model comparisons, and related-stock similarity.
- Upload portfolio holdings by CSV, choose factor-model granularity, compare against a benchmark, and run what-if factor scenarios.
- Use Hedge Portfolio Builder to recommend hedge positions against factor targets with constraint controls and CSV export.
What okama does best
- Use 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.
- Analyze risk with VaR, CVaR, semideviation, drawdowns, volatility, correlations, and related portfolio statistics.
- Run Monte Carlo simulations and wealth-index forecasts with percentile bands for scenario analysis.
- Model contributions and withdrawals when testing portfolio paths, cash-flow assumptions, or retirement-style scenarios.
Every detail we compared
Every tracked attribute for FactorsToday and okama, side by side.ShowHide
Every detail we compared
Every tracked attribute for FactorsToday and okama, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End Funds | StocksETFsCommoditiesCurrenciesMutual Funds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | AnalystsQuants/Developers | Not specified |
Regions | Not specified | North AmericaEuropeAPACMiddle East |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day15-min Delayed |
Data granularity | EODSecond | EOD |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: None600 req/minDocs | Auth: NoneSDKs: Python |
Import methods | CSVManual | Not specified |
Export formats | CSVExcelJSON | Not specified |
| Plans & trust | ||
Capability signals | Universe builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposureVaR/ESStress tests: Rates, FX, and CommoditiesPerformance attributionPortfolio attributionPortfolio factor exposure+1 more | VaR/ESMonte CarloRebalancingCorrelation |
Vendor & support | FactorsToday (operated by Lukasz R. Tomicki)Country: USSupport: 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 | — | Free |
Questions we keep getting
What's the difference between FactorsToday and okama?
FactorsToday leans toward screeners, quant, and data visualizations, while okama puts more weight on quant, data visualizations, and portfolio. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
Is FactorsToday or okama free to use?
okama has a free tier, so you can get started without paying anything. FactorsToday is paid-only. If budget matters, start with okama and see how far it takes you before opening your wallet.
Which is better for beginners: FactorsToday or okama?
okama is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Do FactorsToday 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 FactorsToday or okama?
It depends on what you're after. Pick FactorsToday if screeners and stock comparison matter to you; go with okama if you'd rather have monte carlo and ETF analysis. And if you only need the basics both share, let price decide.
What asset classes do FactorsToday and okama cover?
Both cover stocks, ETFs, and mutual funds. FactorsToday also handles closed-end funds. okama adds commodities and currencies on top.
Does FactorsToday or okama have real-time data?
FactorsToday 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 FactorsToday and okama?
FactorsToday exports to CSV and Excel. okama is stingier about getting data out.
Which has a better stock screener: FactorsToday or okama?
FactorsToday has a stock screener for surfacing ideas; okama doesn't, and focuses its energy elsewhere.
Can I track my portfolio with FactorsToday or okama?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.