VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Wednesday, November 12, 2025

Tool Comparison

okama vs Portfolio Visualizer comparison

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.

In depth comparison

okama

okama.io

Hands-on review

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.

Platforms

WebAPI

Pricing

Free

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.

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Portfolio Visualizer

portfoliovisualizer.com

Hands-on review

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.

Platforms

Web

Pricing

FreeSubscription

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.

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Where they differ

okama

Distinct strengths include:

Portfolio Data APIs ETF Performance Inflation Rates Interest Rates

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:

Factor Exposure

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 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. Free end-of-day market and macroeconomic data via API, including equities, ETFs, mutual funds, commodities, currencies, indexes, inflation, policy rates, and CAPE10 ratios.	Unique 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. Tactical asset allocation strategies such as moving averages, momentum signals, valuation-based models, and target volatility frameworks.
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..

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