VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Monday, January 5, 2026
Tool Comparison
MarketXLS vs okama comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Comparison highlights
- Tool score: the chart below shows community vote sentiment over the last 8 weeks. Use it as a signal, not a verdict.
- Overlap: both cover Monte Carlo, Risk Metrics, and Portfolio and 3 other categories.
- Coverage tilt: MarketXLS has 15 categories you won't get in okama; okama has 5 unique categories.
- Pricing: MarketXLS is Subscription; okama is Free.
Category leaders
- Screeners: MarketXLS is tagged for this workflow; okama has no category votes yet.
- Portfolio: not enough category votes yet to call a leader.
- Watchlist: MarketXLS is tagged for this workflow; okama has no category votes yet.
- Data Visualizations: okama is tagged for this workflow; MarketXLS has no category votes yet.
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Side-by-side metrics
| Attribute | MarketXLS | okama |
|---|---|---|
Asset types Supported asset classes and universes | Stocks, ETFs, Options, Mutual Funds, Currencies, Futures, 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 | Desktop, Web | Web, API |
Pricing High-level pricing models | Subscription | Free |
Tested Verified by hands-on testing inside Find My Moat | Not yet | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Coverage overlap
Shared categories
Categories where both tools offer overlapping coverage.
MarketXLS strengths
Categories covered by MarketXLS but not okama.
okama strengths
Categories covered by okama but not MarketXLS.
Frequently Asked Questions
Which workflows do MarketXLS and okama both support?
Both platforms cover Monte Carlo, Risk Metrics, Portfolio, Correlation, Interest Rates, and Inflation Rates workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
okama offers a free entry point, while MarketXLS requires a paid subscription. Review the pricing table to see how the paid tiers compare.
How can you access MarketXLS and okama?
Both MarketXLS 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?
MarketXLS differentiates itself with Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., and Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter., 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..
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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.