MarketXLS vs okama comparison

MarketXLS focuses on Sheets / Excel Add-ins, Broker Connectors, and Screeners while okama specializes in Quant, Data Visualizations, and Portfolio. They overlap in 6 categories, so choose based on your preferred workflow and pricing.

okama offers a free tier that lets you get started without paying, while MarketXLS requires a subscription. If budget is a concern, start with okama and upgrade later if you need more advanced features.

okama provides API access for programmatic data retrieval and custom integrations. MarketXLS doesn't currently offer an API, so you'll need to use their web interface.

Choose MarketXLS if you need Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., and 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.. Go with okama if Interactive Efficient Frontier (mean–variance) widget for quick visualization., and Compare-assets widget covering returns, drawdowns, CVaR, and correlations. better fits how you invest.

Both cover Stocks, ETFs, Mutual Funds, and Currencies. MarketXLS also includes Options, Futures, and Cryptos. okama adds coverage for Commodities.

MarketXLS offers real-time data feeds, which is essential for active traders. okama uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

MarketXLS supports data exports to Excel, and CSV. okama has more limited export options.

MarketXLS connects with brokers for portfolio syncing. okama requires manual portfolio entry or data import.

MarketXLS includes a stock screener for finding investment ideas. okama focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.