VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing okama and Portfolio123 will find that Both okama and Portfolio123 concentrate on Quant, Data Visualizations, and Portfolio workflows, making them natural alternatives for similar investment research jobs. okama leans into Risk Metrics (VaR/ES/Drawdown), Monte Carlo, and ETF Performance, which can be decisive for teams that need depth over breadth. Portfolio123 stands out with Screeners, Calendar, and APIs & SDKs 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 Portfolio123
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- okama adds Risk Metrics (VaR/ES/Drawdown), Monte Carlo, ETF Performance, Inflation Rates, and Interest Rates coverage that Portfolio123 skips.
- Portfolio123 includes Screeners, Calendar, APIs & SDKs, and Broker Connectors 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..
- Portfolio123 is known for: Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..
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.
Portfolio123
portfolio123.com
Quant research and live-deployment platform with point-in-time fundamentals and estimates. Users can screen, backtest, and simulate strategies, then deploy them live with broker integrations. Supports API access and a no-code desktop DataMiner. FactSet or S&P Compustat licenses are required for full historical fundamentals.
Categories
Platforms
Pricing
Quick highlights
- Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
- Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
- Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
- ‘Books’ feature to combine multiple strategies and view correlations between them.
- Point-in-time fundamentals, estimates, and corporate actions with dividends handled on ex/pay dates (no survivorship bias or look-ahead).
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.
Portfolio123
Distinct strengths include:
- Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
- Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
- Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
- ‘Books’ feature to combine multiple strategies and view correlations between them.
Feature-by-feature breakdown
| Attribute | okama | Portfolio123 |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Quant, Data Visualizations, Portfolio, Correlation, Backtesting, Data APIs Unique: Risk Metrics (VaR/ES/Drawdown), Monte Carlo, ETF Performance, Inflation Rates, Interest Rates | Shared: Quant, Data Visualizations, Portfolio, Correlation, Backtesting, Data APIs Unique: Screeners, Calendar, APIs & SDKs, Broker Connectors |
Asset types Supported asset classes and universes | Stocks, ETFs, Commodities, Currencies, Mutual Funds | Stocks, ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web, Desktop, API |
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 | Highlighted |
Frequently Asked Questions
Which workflows do okama and Portfolio123 both support?
Both platforms cover Quant, Data Visualizations, Portfolio, Correlation, Backtesting, and Data APIs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do okama and Portfolio123 require subscriptions?
Both okama and Portfolio123 keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access okama and Portfolio123?
Both okama and Portfolio123 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 Portfolio123 stands out for Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..
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.