★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
MarketXLS vs okama
Pick MarketXLS if
MarketXLS
From $70/mo · Desktop · Web
- Delayed quotes won't cut it; you need real-time data
- You care about sheets / excel add-ins, broker connectors, and screeners, things okama doesn't offer
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 care about quant, data visualizations, and backtesting, things MarketXLS 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
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
Vote once to reveal the community verdict.
okama
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- okama
- Broader coverage
- MarketXLS16 vs 10 categories
- Desktop app
- MarketXLS
- API access
- okama
- Real-time data
- MarketXLS
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 | From $70/mo | Free |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | 3 limits: Standard: annual price usd: 850, Advanced: annual price usd: 1,500 +1 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 +10 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 and 15-min Delayed, 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 |
Where each one shines
What MarketXLS and okama each do best.ShowHide
Where each one shines
What MarketXLS and okama each do best.What MarketXLS does best
- MarketXLS in Excel for Windows, Mac, and Excel Online, with 1,000+ spreadsheet functions for market data and analytics.
- Access to 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.
- Analysis of options with chains, Greeks, implied-volatility tools, order-flow functions, strategy P&L templates, and symbology conversion.
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 MarketXLS and okama, side by side.ShowHide
Every detail we compared
Every tracked attribute for MarketXLS and okama, side by side.| 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 Day15-min Delayed |
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+4 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.
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 | — | Free |
| Entry paid plan | $70/mo“Standard”annual price usd: 850 | — |
| Tier 2 | $125/mo“Advanced”annual price usd: 1,500 | — |
| Top plan | $200/mo“Business”annual price usd: 2,400 | — |
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.
Keep researching
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Feedback
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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.