VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Koyfin vs okama comparison

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

Quick takeaways

Koyfin adds Screeners, ETF Screeners, News, Alerts, Calendar, Financials, Transcripts, ETF Overview, ETF Holdings, ETF Overlap, ETF Fundamentals, ETF Valuation, Watchlist, Short Interest, and Dividends coverage that okama skips.

okama includes Quant, Correlation, Backtesting, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Data APIs, Inflation Rates, and Interest Rates categories that Koyfin omits.

Koyfin highlights: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..

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..

Koyfin ships a mobile app. okama is web/desktop only.

Koyfin

koyfin.com

Editor’s pick Hands-on review

Global market analytics platform combining screeners, financials, charting, news, and portfolio tools. US equity data is a mix of live and 15-minute delayed quotes, Canada is delayed 15 minutes, and other markets are end-of-day. CSV exports are available, but certain fields such as detailed financials and analyst estimates are restricted. Advisor plans add client portfolio management, custodian integrations, and professional reporting. Options functionality is announced but not yet live.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison.
Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day.
Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted.
Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Mobile apps for iOS and Android with synced watchlists, price alerts, and access to core features.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

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)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Overlap

Shared focus areas

3 overlaps

Mutual strengths include Data Visualizations, ETF Performance, and Portfolio.

Where they differ

Koyfin

Distinct strengths include:

Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison.
Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day.
Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted.
Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).

okama

Distinct strengths include:

Quant

Correlation

Backtesting

Risk Metrics (VaR/ES/Drawdown)

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

Attribute	Koyfin	okama
Categories Which research workflows each platform targets	Shared: Data Visualizations, ETF Performance, Portfolio Unique: Screeners, ETF Screeners, News, Alerts, Calendar, Financials, Transcripts, ETF Overview, ETF Holdings, ETF Overlap, ETF Fundamentals, ETF Valuation, Watchlist, Short Interest, Dividends	Shared: Data Visualizations, ETF Performance, Portfolio Unique: Quant, Correlation, Backtesting, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Data APIs, Inflation Rates, Interest Rates
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Commodities, Currencies, Cryptos	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, Mobile	Web, API
Pricing High-level pricing models	Free, Subscription	Free
Key features Core capabilities called out by each vendor	Unique Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison. Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day. Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted. Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited). Mobile apps for iOS and Android with synced watchlists, price alerts, and access to core features. Portfolio and Model Portfolios with analytics including performance, drawdown, beta, and correlations. Advisor plans include client-ready PDF reports with tiered monthly limits.	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	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do Koyfin and okama both support?

Both platforms cover Data Visualizations, ETF Performance, and Portfolio workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Koyfin and okama require subscriptions?

Both Koyfin and okama keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Koyfin ships a dedicated mobile experience, while okama focuses on web or desktop access.

What unique strengths set the two platforms apart?

Koyfin differentiates itself with Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., 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.