★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
GuruFocus vs okama
Start here
GuruFocus
Free • From $549/yr · Web · Mobile · API
- You do a lot of your research from your phone
- You care about stock ideas, screeners, and ETF screeners, things okama doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick okama instead if
okama
Free · Web · API
- You care about risk metrics and monte carlo, things GuruFocus 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
GuruFocus and okama cover a lot of the same ground (8 shared categories, including data visualizations, quant, and backtesting), so for the basics you won't go far wrong with either. GuruFocus simply does more: 49 categories to okama's 10, including stock ideas, screeners, and ETF screeners, plus a mobile app. okama counters by being completely free.
What readers say
GuruFocus
Vote once to reveal the community verdict.
okama
Vote once to reveal the community verdict.
Key differences at a glance
- Mobile app
- GuruFocus
- Free trial
- GuruFocus7 days
- Broader coverage
- GuruFocus49 vs 10 categories
- Broker sync
- GuruFocus
- 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 $549/yr | Free |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 49 limits: Free: portfolio limit: Up to 3 portfolios with 25 stocks each for free members, Free: data api requests: 100/month included in the Free API package +47 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | Yes | No |
Integrations | GuruFocus Data API, GuruFocus MCP Server +3 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +9 more | — |
Categories covered | 49 | 10 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, Middle East |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | 3 signals: Latency: End of Day and 15-min Delayed, Granularity: EOD +1 more |
Data partners | 5 partners: QuoteMedia, Morningstar +3 more | — |
Capabilities | 9 signals: Custom formulas, Ranking backtests +7 more | 4 signals: VaR/ES, Monte Carlo +2 more |
Security | Status page and Encryption in transit | — |
| Try it | Visit GuruFocus | Visit okama |
Where each one shines
What GuruFocus and okama each do best.ShowHide
Where each one shines
What GuruFocus and okama each do best.What GuruFocus does best
- Research coverage for global stocks with long historical financials, valuation data, charts, comparisons, market valuation indicators, economic indicators, industry data, and company-level fundamentals.
- The All-in-One Screener with hundreds of filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, and downloads.
- ETF Screener and ETF GF Scores for filtering and comparing more than 5,000 U.S.
- Corporate and government bond screening by yield, maturity, ratings, coupon structure, outstanding amount, issuer, and industry, plus company-level bond tabs.
- Backtest screener strategies across many countries with configurable stock count, ranking metric, sort order, date range, and rebalance frequency; current membership terms give Premium the latest five years and Premium Plus/Professional history back to 2006.
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 GuruFocus and okama, side by side.ShowHide
Every detail we compared
Every tracked attribute for GuruFocus and okama, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsOptionsFundsOther | StocksETFsCommoditiesCurrenciesMutual Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACMiddle East |
Coverage details | Identifiers: Ticker and CIK | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day15-min Delayed |
Data granularity | EOD | EOD |
Pricing sources | ExchangeVendorModel | Not specified |
Data partners | QuoteMediaMorningstarRefinitivFREDSEC / local regulators | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeySDKs: Python and GoDocs | Auth: NoneSDKs: Python |
Import methods | CSVBrokerOAuthManual | Not specified |
Integrations | GuruFocus Data APIGuruFocus MCP ServerGuruFocus Excel Add-inGuruFocus Google Sheets Add-onSnapTrade | Not specified |
Export formats | CSVExcelJSON | Not specified |
| Plans & trust | ||
Security & compliance | Status pageEncryption in transit | Not specified |
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, and GrowthBroker syncMulti-currencyYield curvesCredit ratings+1 more | VaR/ESMonte CarloRebalancingCorrelation |
Vendor & support | GuruFocus.com, LLCCountry: United StatesFounded 2004Support: Email, Chat, Phone, and Forum | 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 | Freeportfolio limit: Up to 3 portfolios with 25 stocks each for free members · data api requests: 100/month included in the Free API package · +1 more | Free |
| Entry paid plan | $549/yr≈ $45.75/mo“Premium”billing: Annual only · data api requests: 200/month included with Premium membership · +2 more | — |
| Tier 2 | $1398/yr≈ $116.50/mo“Premium Plus”billing: Annual only · data api requests: 500/month included with Premium Plus membership · +2 more | — |
| Tier 3 | $200/mo“Data API Builder”billing: Billed annually · monthly request limit: No limit · +12 more | — |
| Tier 4 | $2448/yr≈ $204/mo“Professional”billing: Annual only · data api requests: 2,000/month included with Professional membership | — |
| Tier 5 | $2000/mo“Data API Commercial”billing: Billed annually · monthly request limit: No limit · +1 more | — |
| Top plan | $100 per unit“Data API Pay As You Go”initial top up: $100 credit · stock daily prices: $0.05/request · +16 more | — |
| Custom / enterprise | Contact sales“Custom API / Enterprise Package” | — |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between GuruFocus and okama?
GuruFocus leans toward stock ideas, screeners, and ETF screeners, while okama puts more weight on quant, data visualizations, and portfolio. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do GuruFocus and okama cost?
Good news: both GuruFocus and okama have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use GuruFocus or okama on my phone?
GuruFocus lists a dedicated mobile app, so it travels better. okama doesn't list a dedicated mobile app; its documented access is web and API.
Do GuruFocus 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 GuruFocus or okama?
It depends on what you're after. Pick GuruFocus if stock ideas and screeners matter to you; go with okama if you'd rather have risk metrics and monte carlo. And if you only need the basics both share, let price decide.
What asset classes do GuruFocus and okama cover?
Both cover stocks, ETFs, and mutual funds. GuruFocus also handles bonds, options, and funds. okama adds commodities and currencies on top.
Can I export data from GuruFocus and okama?
GuruFocus exports to CSV and Excel. okama is stingier about getting data out.
Can GuruFocus or okama connect to my broker?
GuruFocus syncs with brokers automatically. With okama, you're entering holdings by hand or importing files.
Which has a better stock screener: GuruFocus or okama?
GuruFocus has a stock screener for surfacing ideas; okama doesn't, and focuses its energy elsewhere.
Can I track my portfolio with GuruFocus 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.