VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Sunday, May 31, 2026
Tool Comparison · Sunday, May 31, 2026
okama vs Portfolio123
okama vs Portfolio123: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
okama
okama.io
Best for risk metrics, and monte carlo
- Pricing
- Free
- Platforms
- Web, API
Portfolio123
Pickportfolio123.com
Best for screeners, and stock ideas
- Pricing
- Free • From $25/mo
- Platforms
- Web, API, Desktop
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
okama if…
- You need interactive efficient frontier (mean–variance) widget for quick visualization.
- You need compare-assets widget covering returns, drawdowns, cvar, and correlations.
- You need portfolio widget built on adjusted monthly data for risk/return analysis.
- You need python library supports constrained mean–variance optimization, multi-period efficient-frontier optimization with rebalancing constraints, contribution/withdrawal cash-flow modeling, and advanced risk metrics such as var, cvar, semideviation, and drawdowns.
Choose
Portfolio123 if…
- You need real-time data, not delayed quotes
- You need web‑based quant research terminal for building multifactor ranking systems, stock/etf screens, and complete rules‑based strategies with no programming, powered by point‑in‑time factset data and marketed as free of survivorship and look‑ahead bias.
- You need supports realistic simulations and backtests over roughly 20 years of history for us, canadian, and european equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “book of strategies” to combine and analyze correlated systems.
- You need stock & etf coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current us, canadian, and european stocks” and many more historical issues.
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| Attribute | okama | Portfolio123 |
|---|---|---|
Asset types | StocksETFsCommoditiesCurrenciesMutual Funds | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACMiddle East | North AmericaEurope |
Data freshness | End of Day15-min Delayed | Real-timeEnd of Day |
API access | REST | REST |
Export formats | Not specified | JSON |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
okama
—
Starting price
Plans & pricing
Tool
Portfolio123
$9
Starting price
Plans & pricing
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by okama only.
Categories covered by Portfolio123 only.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between okama and Portfolio123?
okama focuses on Quant, Data Visualizations, and Portfolio while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 7 categories, so choose based on your preferred workflow and pricing.
How much do okama and Portfolio123 cost?
Good news—both okama and Portfolio123 offer free plans. You can try each platform without commitment and only pay when you need premium features.
Do okama and Portfolio123 have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose okama or Portfolio123?
Choose okama if you need Interactive Efficient Frontier (mean–variance) widget for quick visualization., and Compare-assets widget covering returns, drawdowns, CVaR, and correlations.. Go with Portfolio123 if Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., and Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems. better fits how you invest.
What asset classes do okama and Portfolio123 cover?
Both cover Stocks, and ETFs. okama also includes Commodities, Currencies, and Mutual Funds. Portfolio123 adds coverage for Closed-End Funds.
Does okama or Portfolio123 have real-time data?
Portfolio123 offers real-time data feeds, which is essential for active traders. okama uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can okama or Portfolio123 connect to my broker?
Portfolio123 connects with brokers for portfolio syncing. okama requires manual portfolio entry or data import.
Which has a better stock screener—okama or Portfolio123?
Portfolio123 includes a stock screener for finding investment ideas. okama focuses on other analytical tools.
Can I track my portfolio with okama or Portfolio123?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.