VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing okama and Portfolio Visualizer will find that Both okama and Portfolio Visualizer concentrate on Quant, Data Visualizations, and Correlation workflows, making them natural alternatives for similar investment research jobs. okama leans into Portfolio, Data APIs, and ETF Performance, which can be decisive for teams that need depth over breadth. Portfolio Visualizer stands out with Factor Exposure 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
okama vs Portfolio Visualizer
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- okama adds Portfolio, Data APIs, ETF Performance, Inflation Rates, and Interest Rates coverage that Portfolio Visualizer skips.
- Portfolio Visualizer includes Factor Exposure categories that okama omits.
- okama highlights: 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..
- Portfolio Visualizer is known for: Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., and Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model..
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.
Portfolio Visualizer
portfoliovisualizer.com
Web-based analytics suite for portfolio backtesting, optimization, and factor analysis. The free tier supports up to ~15 assets and limited history, while Basic and Pro tiers extend to ~150 assets with YTD results, model saving, and data export. Paid plans include a 14-day free trial.
Categories
Platforms
Pricing
Quick highlights
- Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting.
- Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning.
- Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model.
- Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.
- Correlation analysis at the asset or asset-class level via heatmaps and matrices.
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
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.
Portfolio Visualizer
Distinct strengths include:
- Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting.
- Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning.
- Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model.
- Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.
Feature-by-feature breakdown
| Attribute | okama | Portfolio Visualizer |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Quant, Data Visualizations, Correlation, Backtesting, Risk Metrics (VaR/ES/Drawdown), Monte Carlo Unique: Portfolio, Data APIs, ETF Performance, Inflation Rates, Interest Rates | Shared: Quant, Data Visualizations, Correlation, Backtesting, Risk Metrics (VaR/ES/Drawdown), Monte Carlo Unique: Factor Exposure |
Asset types Supported asset classes and universes | Stocks, ETFs, Commodities, Currencies, Mutual Funds | Stocks, ETFs, Mutual Funds, Bonds, Commodities |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web |
Pricing High-level pricing models | Free | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do okama and Portfolio Visualizer both support?
Both platforms cover Quant, Data Visualizations, Correlation, Backtesting, Risk Metrics (VaR/ES/Drawdown), and Monte Carlo workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do okama and Portfolio Visualizer require subscriptions?
Both okama and Portfolio Visualizer keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access okama and Portfolio Visualizer?
Both okama and Portfolio Visualizer 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?
okama differentiates itself with 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., whereas Portfolio Visualizer stands out for Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., and Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model..
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.