okama vs Portfolio123 comparison

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.

Good news—both okama and Portfolio123 offer free plans. You can try each platform without commitment and only pay when you need premium features.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

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.

Both cover Stocks, and ETFs. okama also includes Commodities, Currencies, and Mutual Funds. Portfolio123 adds coverage for Closed-End Funds.

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.

Portfolio123 connects with brokers for portfolio syncing. okama requires manual portfolio entry or data import.

Portfolio123 includes a stock screener for finding investment ideas. okama focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.