★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
okama vs Portfolio Visualizer
Pick okama if
okama
Free · Web · API
- You want an API so you can script or automate things
- You care about portfolio, APIs & data feeds, and ETF analysis, things Portfolio Visualizer doesn't offer
Pick Portfolio Visualizer if
Portfolio Visualizer
Free • From $360/yr · Web
- You care about factor exposure, performance attribution, and screeners, things okama 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
okama and Portfolio Visualizer cover a lot of the same ground (6 shared categories, including quant, data visualizations, and correlation), so for the basics you won't go far wrong with either. The real difference is focus: only okama gives you portfolio and APIs & data feeds, and only Portfolio Visualizer gives you factor exposure and performance attribution.
What readers say
okama
Vote once to reveal the community verdict.
Portfolio Visualizer
Vote once to reveal the community verdict.
Key differences at a glance
- API access
- okama
- Free trial
- Portfolio Visualizer14 days
- Free plan
- Both
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 | Free | Free • From $360/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | — | 6 limits: Free: max assets per portfolio: 15, Free: history: Limited history; pricing snippet says the free tier excludes current-... +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | No |
Broker sync | No | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | — |
Categories covered | 10 | 11 |
Regions | North America, Europe, APAC, Middle East | — |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day and 15-min Delayed, Granularity: EOD +1 more | — |
Capabilities | 4 signals: VaR/ES, Monte Carlo +2 more | 7 signals: Universe builder, Factor exposure +5 more |
| Try it | Visit okama | Visit Portfolio Visualizer |
Where each one shines
What okama and Portfolio Visualizer each do best.ShowHide
Where each one shines
What okama and Portfolio Visualizer each do best.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.
What Portfolio Visualizer does best
- Backtest portfolios built from mutual funds, ETFs, stocks, and asset-class allocations.
- Tools for running Monte Carlo simulations to test long-term portfolio growth, withdrawal sustainability, and portfolio survival scenarios.
- Testing tools for tactical asset-allocation models based on moving averages, momentum, market valuation, and target volatility.
- Optimization tools such as Efficient Frontier, Portfolio Optimization, Black-Litterman Model, and Rolling Optimization.
- Analysis of factor exposure with Factor Regression, Risk Factor Allocation, Fund and ETF Factor Regressions, and Factor Performance Attribution.
Every detail we compared
Every tracked attribute for okama and Portfolio Visualizer, side by side.ShowHide
Every detail we compared
Every tracked attribute for okama and Portfolio Visualizer, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCommoditiesCurrenciesMutual Funds | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACMiddle East | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day15-min Delayed | Not specified |
Data granularity | EOD | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: NoneSDKs: Python | Not specified |
Import methods | Not specified | CSVManual |
Export formats | Not specified | ExcelCSVPDF |
| Plans & trust | ||
Capability signals | VaR/ESMonte CarloRebalancingCorrelation | Universe builderFactor exposureVaR/ESPerformance attributionMonte CarloPortfolio factor exposureCorrelation |
Vendor & support | MBK Development LLCSupport: Forum | SRL Global Ltd.Country: United Kingdom |
Curation ratings | Methodology 4/5Reliability 4/5UX 3/5 | Not specified |
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 | Freemax assets per portfolio: 15 · history: Limited history; pricing snippet says the free tier excludes current-... |
| Entry paid plan | — | $360/yr≈ $30/mo“Basic”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. |
| Top plan | — | $660/yr≈ $55/mo“Pro”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between okama and Portfolio Visualizer?
okama leans toward quant, data visualizations, and portfolio, while Portfolio Visualizer puts more weight on backtesting, monte carlo, and correlation. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do okama and Portfolio Visualizer cost?
Good news: both okama and Portfolio Visualizer have free plans, so you can run them side by side and only pay if you hit a wall.
Does okama or Portfolio Visualizer have an API?
okama has an API for programmatic access and custom integrations. Portfolio Visualizer doesn't, so you're working through its interface.
Should I choose okama or Portfolio Visualizer?
It depends on what you're after. Pick okama if portfolio and APIs & data feeds matter to you; go with Portfolio Visualizer if you'd rather have factor exposure and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do okama and Portfolio Visualizer cover?
Both cover stocks, ETFs, and mutual funds. okama also handles commodities and currencies. Portfolio Visualizer adds funds on top.
Can I export data from okama and Portfolio Visualizer?
Portfolio Visualizer exports to Excel and CSV. okama is stingier about getting data out.
Which has a better stock screener: okama or Portfolio Visualizer?
Portfolio Visualizer has a stock screener for surfacing ideas; okama doesn't, and focuses its energy elsewhere.
Can I track my portfolio with okama or Portfolio Visualizer?
okama handles portfolio tracking. Portfolio Visualizer is really a research tool; you'd track your portfolio elsewhere.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.