VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Office of Financial Research (U.S. Treasury) and okama will find that Both Office of Financial Research (U.S. Treasury) and okama concentrate on Data APIs, Interest Rates, and Data Visualizations workflows, making them natural alternatives for similar investment research jobs. Office of Financial Research (U.S. Treasury) leans into APIs & SDKs, Yield Curves, and Scores, which can be decisive for teams that need depth over breadth. okama stands out with Quant, Portfolio, and Correlation 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
Office of Financial Research (U.S. Treasury) vs okama
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Office of Financial Research (U.S. Treasury) adds APIs & SDKs, Yield Curves, Scores, Market Sentiment, Fund Holdings, and Blogs coverage that okama skips.
- okama includes Quant, Portfolio, Correlation, Backtesting, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, ETF Performance, and Inflation Rates categories that Office of Financial Research (U.S. Treasury) omits.
- Office of Financial Research (U.S. Treasury) highlights: Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required., U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**., and Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics..
- 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..
Office of Financial Research (U.S. Treasury)
financialresearch.gov
U.S. Treasury’s OFR publishes free, methods‑backed monitors and datasets (Short‑term Funding Monitor, U.S. Money Market Fund Monitor, Bank Systemic Risk Monitor, and the daily OFR Financial Stress Index). STFM and HFM provide open JSON APIs (no keys), CSV downloads are available from some monitors. Updates are end‑of‑day with documented lags (e.g., FSI ~T+2 business days; repo series T+1/T+2 depending on segment).
Categories
Platforms
Pricing
Quick highlights
- Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required.
- U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**.
- Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics.
- OFR Financial Stress Index (FSI): **daily** global market‑based stress index built from 33 variables; FSI values publish with a ~**two‑business‑day** lag.
- Bank Systemic Risk Monitor: G‑SIB scores/surcharges, OFR Contagion Index, leverage/assets/equity; clear notes on refresh cadence (e.g., Basel scores annually, contagion index quarterly).
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
Office of Financial Research (U.S. Treasury)
Distinct strengths include:
- Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required.
- U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**.
- Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics.
- OFR Financial Stress Index (FSI): **daily** global market‑based stress index built from 33 variables; FSI values publish with a ~**two‑business‑day** lag.
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 | Office of Financial Research (U.S. Treasury) | okama |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data APIs, Interest Rates, Data Visualizations Unique: APIs & SDKs, Yield Curves, Scores, Market Sentiment, Fund Holdings, Blogs | Shared: Data APIs, Interest Rates, Data Visualizations Unique: Quant, Portfolio, Correlation, Backtesting, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, ETF Performance, Inflation Rates |
Asset types Supported asset classes and universes | Bonds, Mutual Funds, Hedge Funds | 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 | 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 Office of Financial Research (U.S. Treasury) and okama both support?
Both platforms cover Data APIs, Interest Rates, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Office of Financial Research (U.S. Treasury) and okama require subscriptions?
Both Office of Financial Research (U.S. Treasury) and okama keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Office of Financial Research (U.S. Treasury) and okama?
Both Office of Financial Research (U.S. Treasury) 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?
Office of Financial Research (U.S. Treasury) differentiates itself with Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required., U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**., and Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics., 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.