Tool Comparison
MarketXLS vs okama
- Paid from
- $70.83/mo
- Free plan
- No
- Platforms
- Desktop, Web
Best if
- Delayed quotes won't cut it; you need real-time data
- You want sheets / excel add-ins, broker connectors, and screeners.
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
- You want quant, data visualizations, and backtesting.
Pick MarketXLS if
MarketXLS
From $850/yr · Desktop · Web
- Delayed quotes won't cut it; you need real-time data
- You want sheets / excel add-ins, broker connectors, and screeners.
Pick okama if
okama
Free · Web · API
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
- You want quant, data visualizations, and backtesting.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
MarketXLS and okama cover a lot of the same ground (6 shared categories, including monte carlo, risk metrics, and portfolio), so for the basics you won't go far wrong with either. MarketXLS simply does more: 16 categories to okama's 10, including sheets / excel add-ins, broker connectors, and screeners. okama counters by being completely free.
What readers say
MarketXLS
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okama
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Key differences at a glance
- Free plan
- okama
- Broader coverage
- MarketXLS16 vs 10 categories
- Desktop app
- MarketXLS
- API access
- okama
- Real-time data
- MarketXLS
What MarketXLS does best
- Use more than 1,000 market-data and analysis functions in Excel on Windows, Mac, and the web, or in Google Sheets.
- Access quotes, fundamentals, historical statements, ETF data, options data, mutual-fund data, crypto pairs, FRED economic series, and selected technical data into workbooks.
- Real-time streaming quotes on Advanced and Business plans for covered U.S. and Canadian stocks, ETFs, and options.
- Standard defaults to 15-minute delayed stock, ETF, and crypto data, with EOD options, mutual-fund, and economic data.
- Analyze options chains, Greeks, implied volatility, order flow, strategy profit and loss, and broker symbols.
What okama does best
- Web widgets for efficient frontier visualization, asset comparison, and adjusted monthly portfolio risk/return analysis.
- Python tools for constrained mean-variance optimization, multi-period efficient frontiers, rebalancing constraints, and portfolio simulations.
- Risk analysis with VaR, CVaR, semideviation, drawdowns, volatility, correlations, and related statistics.
- Monte Carlo simulations and wealth-index forecasts with percentile bands.
- Contribution and withdrawal modeling for portfolio paths and retirement scenarios.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $850/yr | Free |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | 9 limits: Standard: stock etf delay minutes: 15, Standard: options timing: End of day +7 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | No |
API access | No | Yes |
Broker sync | No | No |
Integrations | Interactive Brokers, Thinkorswim +11 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | — |
Categories covered | 16 | 10 |
Regions | North America, Europe, APAC | North America, Europe, APAC, Middle East |
| Data & capabilities | ||
Data quality | 4 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +2 more | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Capabilities | 5 signals: Factors: Value, Quality, and Momentum, Multi-leg options +3 more | 4 signals: VaR/ES, Monte Carlo +2 more |
Security | Status page | — |
| Try it | Visit MarketXLS | Visit okama |
Standout features
The best features of MarketXLS and okama.ShowHide
Standout features
What MarketXLS does best
- Use more than 1,000 market-data and analysis functions in Excel on Windows, Mac, and the web, or in Google Sheets.
- Access quotes, fundamentals, historical statements, ETF data, options data, mutual-fund data, crypto pairs, FRED economic series, and selected technical data into workbooks.
- Real-time streaming quotes on Advanced and Business plans for covered U.S. and Canadian stocks, ETFs, and options.
- Standard defaults to 15-minute delayed stock, ETF, and crypto data, with EOD options, mutual-fund, and economic data.
- Analyze options chains, Greeks, implied volatility, order flow, strategy profit and loss, and broker symbols.
What okama does best
- Web widgets for efficient frontier visualization, asset comparison, and adjusted monthly portfolio risk/return analysis.
- Python tools for constrained mean-variance optimization, multi-period efficient frontiers, rebalancing constraints, and portfolio simulations.
- Risk analysis with VaR, CVaR, semideviation, drawdowns, volatility, correlations, and related statistics.
- Monte Carlo simulations and wealth-index forecasts with percentile bands.
- Contribution and withdrawal modeling for portfolio paths and retirement scenarios.
All details
Every attribute we track for MarketXLS and okama.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsMutual FundsCurrenciesFuturesCryptos | StocksETFsCommoditiesCurrenciesMutual Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPAC | North AmericaEuropeAPACMiddle East |
Coverage details | Countries: US and CA5 exchangesIdentifiers: Ticker and CUSIP | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | End of Day |
Data granularity | MinuteEOD | EOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: NoneSDKs: Python |
Integrations | Interactive BrokersThinkorswimTradierOrionCharles Schwab (OpenView Gateway)QuoteMediaIEX CloudNasdaq+5 more | Not specified |
Export formats | ExcelCSV | Not specified |
| Plans & trust | ||
Security & compliance | Status page | Not specified |
Capability signals | Factors: Value, Quality, and MomentumMulti-leg optionsGreeksMonte CarloCorrelation | VaR/ESMonte CarloRebalancingCorrelation |
Vendor & support | MarketXLS LimitedCountry: IrelandFounded 2016Support: Email and Phone | MBK Development LLCSupport: Forum |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Methodology 4/5Reliability 4/5UX 3/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Free |
| Entry paid plan | $850/yr≈ $70.83/mo“Standard”stock etf delay minutes: 15 · options timing: End of day · +1 more | — |
| Tier 2 | $1500/yr≈ $125/mo“Advanced”stock etf timing: Real-time streaming · options timing: Real-time streaming · +1 more | — |
| Top plan | $2400/yr≈ $200/mo“Business”support: VIP · consulting: Included · +1 more | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between MarketXLS and okama?
MarketXLS leans toward sheets / excel add-ins, broker connectors, and screeners, while okama puts more weight on quant, data visualizations, and portfolio. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
Is MarketXLS or okama free to use?
okama has a free tier, so you can get started without paying anything. MarketXLS is paid-only. If budget matters, start with okama and see how far it takes you before opening your wallet.
Does MarketXLS or okama have an API?
okama has an API for programmatic access and custom integrations. MarketXLS doesn't, so you're working through its interface.
Should I choose MarketXLS or okama?
It depends on what you're after. Pick MarketXLS if sheets / excel add-ins and broker connectors matter to you; go with okama if you'd rather have quant and data visualizations. And if you only need the basics both share, let price decide.
What asset classes do MarketXLS and okama cover?
Both cover stocks, ETFs, mutual funds, and currencies. MarketXLS also handles options, futures, and cryptos. okama adds commodities on top.
Does MarketXLS or okama have real-time data?
MarketXLS 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 MarketXLS and okama?
MarketXLS exports to Excel and CSV. okama is stingier about getting data out.
Which has a better stock screener: MarketXLS or okama?
MarketXLS has a stock screener for surfacing ideas; okama doesn't, and focuses its energy elsewhere.
Can I track my portfolio with MarketXLS or okama?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.