VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing MacroMicro and okama will find that Both MacroMicro and okama concentrate on Data Visualizations, Inflation Rates, and Interest Rates workflows, making them natural alternatives for similar investment research jobs. MacroMicro leans into ETF Screeners, ETF Comparison, and Which ETF includes this Stock?, which can be decisive for teams that need depth over breadth. okama stands out with Quant, Portfolio, and Risk Metrics (VaR/ES/Drawdown) that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
MacroMicro vs okama
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- MacroMicro adds ETF Screeners, ETF Comparison, Which ETF includes this Stock?, Calendar, GDP, PMI / ISM, Consumer Sentiment, Commitment of Traders (COT), 13F, Watchlist, Transcripts, AI Chat, and AI Earnings Summary coverage that okama skips.
- okama includes Quant, Portfolio, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, and ETF Performance categories that MacroMicro omits.
- MacroMicro highlights: Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., and Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting..
- 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..
MacroMicro
macromicro.me
Global macro and market analytics platform with data visualizations, ETF tools, backtesting, and AI-powered earnings summaries. Data downloads are gated to Business plans, while API access is offered as a separate annual plan (API Essential). Annual subscribers also get calendar sync and watermark-free chart exports for commercial use.
Categories
Platforms
Pricing
Quick highlights
- Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals.
- ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock.
- Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting.
- Economic Calendar with Google/Apple Calendar sync (available to annual-plan subscribers).
- U.S. Earnings Database with AI-powered call summaries, available in Max and Business tiers.
okama
okama.io
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.
Categories
Platforms
Pricing
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.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
MacroMicro
Distinct strengths include:
- Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals.
- ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock.
- Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting.
- Economic Calendar with Google/Apple Calendar sync (available to annual-plan subscribers).
okama
Distinct strengths include:
- 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 | MacroMicro | okama |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, Inflation Rates, Interest Rates, Backtesting, Correlation, Data APIs Unique: ETF Screeners, ETF Comparison, Which ETF includes this Stock?, Calendar, GDP, PMI / ISM, Consumer Sentiment, Commitment of Traders (COT), 13F, Watchlist, Transcripts, AI Chat, AI Earnings Summary | Shared: Data Visualizations, Inflation Rates, Interest Rates, Backtesting, Correlation, Data APIs Unique: Quant, Portfolio, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, ETF Performance |
Asset types Supported asset classes and universes | Stocks, ETFs, 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, API | Web, API |
Pricing High-level pricing models | Free, Subscription | Free |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do MacroMicro and okama both support?
Both platforms cover Data Visualizations, Inflation Rates, Interest Rates, Backtesting, Correlation, and Data APIs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do MacroMicro and okama require subscriptions?
Both MacroMicro and okama keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access MacroMicro and okama?
Both MacroMicro 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?
MacroMicro differentiates itself with Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., and Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting., 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..
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.