VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing okama and Portseido will find that Both okama and Portseido concentrate on Data Visualizations, Portfolio, and Risk Metrics (VaR/ES/Drawdown) workflows, making them natural alternatives for similar investment research jobs. okama leans into Quant, Correlation, and Backtesting, which can be decisive for teams that need depth over breadth. Portseido stands out with Dividend 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 Portseido
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- okama adds Quant, Correlation, Backtesting, Monte Carlo, Data APIs, ETF Performance, Inflation Rates, and Interest Rates coverage that Portseido skips.
- Portseido includes Dividend 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..
- Portseido is known for: Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., and Risk analysis with beta and drawdown metrics in the Portfolio Analyzer..
- Portseido offers mobile access, which okama skips.
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.
Portseido
portseido.com
Portfolio and dividend tracker covering global stocks, ETFs, and crypto with both web and mobile apps. Free users can track one portfolio with up to 50 transactions. Paid tiers expand limits, add multiple portfolios, and include a 14-day free trial. Dividends and splits are tracked automatically.
Platforms
Pricing
Quick highlights
- Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies.
- Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.
- Risk analysis with beta and drawdown metrics in the Portfolio Analyzer.
- Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.
- Flexible data input: upload broker CSVs, enter transactions manually, or sync from Google Sheets.
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.
Portseido
Distinct strengths include:
- Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies.
- Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.
- Risk analysis with beta and drawdown metrics in the Portfolio Analyzer.
- Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.
Feature-by-feature breakdown
| Attribute | okama | Portseido |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, Portfolio, Risk Metrics (VaR/ES/Drawdown) Unique: Quant, Correlation, Backtesting, Monte Carlo, Data APIs, ETF Performance, Inflation Rates, Interest Rates | Shared: Data Visualizations, Portfolio, Risk Metrics (VaR/ES/Drawdown) Unique: Dividend |
Asset types Supported asset classes and universes | Stocks, ETFs, Commodities, Currencies, Mutual Funds | Stocks, ETFs, Cryptos |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web, Mobile |
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 Portseido both support?
Both platforms cover Data Visualizations, Portfolio, and Risk Metrics (VaR/ES/Drawdown) workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do okama and Portseido require subscriptions?
Both okama and Portseido keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Portseido ships a dedicated mobile experience, while okama focuses on web or desktop access.
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 Portseido stands out for Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., and Risk analysis with beta and drawdown metrics in the Portfolio Analyzer..
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.