Tool Comparison
okama vs ProjectionLab
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want quant, correlation, and risk metrics.
- Paid from
- $10.75/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want retirement calculator, scenario & stress tests, and capital gains estimator.
- You're a long-term investor who cares more about fundamentals than headlines
Pick okama if
okama
Free · Web · API
- You want an API so you can script or automate things
- You want quant, correlation, and risk metrics.
Pick ProjectionLab if
ProjectionLab
Free • From $129/yr · Web
- You want retirement calculator, scenario & stress tests, and capital gains estimator.
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
okama and ProjectionLab cover a lot of the same ground (4 shared categories, including data visualizations, portfolio, and backtesting), so for the basics you won't go far wrong with either. okama simply does more: 10 categories to ProjectionLab's 7, including quant, correlation, and risk metrics. ProjectionLab counters by keeping things simpler.
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Key differences at a glance
- API access
- okama
- Free trial
- ProjectionLab7 days
- Broader coverage
- okama10 vs 7 categories
- Free plan
- Both
What okama does best
- Web widgets for efficient frontier visualization, asset comparison, and adjusted monthly portfolio risk/return analysis.
- Python tools for constrained mean-variance optimization, multi-period efficient frontiers, rebalancing constraints, and portfolio simulations.
- Risk analysis with VaR, CVaR, semideviation, drawdowns, volatility, correlations, and related statistics.
- Monte Carlo simulations and wealth-index forecasts with percentile bands.
- Contribution and withdrawal modeling for portfolio paths and retirement scenarios.
What ProjectionLab does best
- Build long-range personal financial plans around income, expenses, assets, liabilities, family milestones, housing decisions, retirement timing, and financial-independence goals.
- Run Monte Carlo simulations to examine a range of possible outcomes and estimate a plan's chance of success under user-selected assumptions.
- Backtest plans against historical periods and explore the effect of market volatility, black-swan events, different investment strategies, and portfolio blends.
- Review year-by-year projections for net worth, estimated taxes, cash flow, account drawdown, and legacy outcomes.
- Compare what-if scenarios such as changing retirement dates, working part-time, taking time off, buying a home, moving, or adjusting spending and saving.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $129/yr |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | — | Pro: included client seats: 10 and Pro: additional client seat price per month usd: 2 |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | No |
Broker sync | No | No |
Integrations | — | JSON import and export, Lunch Money +3 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Long-term Investors +1 more |
Categories covered | 10 | 7 |
Regions | North America, Europe, APAC, Middle East | — |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | — |
Capabilities | 4 signals: VaR/ES, Monte Carlo +2 more | Monte Carlo |
| Try it | Visit okama | Visit ProjectionLab |
Standout features
The best features of okama and ProjectionLab.ShowHide
Standout features
What okama does best
- Web widgets for efficient frontier visualization, asset comparison, and adjusted monthly portfolio risk/return analysis.
- Python tools for constrained mean-variance optimization, multi-period efficient frontiers, rebalancing constraints, and portfolio simulations.
- Risk analysis with VaR, CVaR, semideviation, drawdowns, volatility, correlations, and related statistics.
- Monte Carlo simulations and wealth-index forecasts with percentile bands.
- Contribution and withdrawal modeling for portfolio paths and retirement scenarios.
What ProjectionLab does best
- Build long-range personal financial plans around income, expenses, assets, liabilities, family milestones, housing decisions, retirement timing, and financial-independence goals.
- Run Monte Carlo simulations to examine a range of possible outcomes and estimate a plan's chance of success under user-selected assumptions.
- Backtest plans against historical periods and explore the effect of market volatility, black-swan events, different investment strategies, and portfolio blends.
- Review year-by-year projections for net worth, estimated taxes, cash flow, account drawdown, and legacy outcomes.
- Compare what-if scenarios such as changing retirement dates, working part-time, taking time off, buying a home, moving, or adjusting spending and saving.
All details
Every attribute we track for okama and ProjectionLab.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCommoditiesCurrenciesMutual Funds | StocksETFsBondsMutual FundsReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersLong-term InvestorsFinancial Advisors |
Regions | North AmericaEuropeAPACMiddle East | Not specified |
Coverage details | Identifiers: Ticker | Not specified |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: NoneSDKs: Python | Not specified |
Import methods | Not specified | Manual |
Integrations | Not specified | JSON import and exportLunch MoneyYNABMonarch MoneyPlugin API |
Export formats | Not specified | JSON |
| Plans & trust | ||
Capability signals | VaR/ESMonte CarloRebalancingCorrelation | Monte Carlo |
Vendor & support | MBK Development LLCSupport: Forum | ProjectionLab LLCSupport: Email |
Curation ratings | Methodology 4/5Reliability 4/5UX 3/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Free“Basic” |
| Entry paid plan | — | $129/yr≈ $10.75/mo“Premium” |
| Top plan | — | $549/yr≈ $45.75/mo“Pro”included client seats: 10 · additional client seat price per month usd: 2 |
| Free trial | — | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between okama and ProjectionLab?
okama leans toward quant, data visualizations, and portfolio, while ProjectionLab puts more weight on retirement calculator, monte carlo, and backtesting. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do okama and ProjectionLab cost?
Good news: both okama and ProjectionLab have free plans, so you can run them side by side and only pay if you hit a wall.
Does okama or ProjectionLab have an API?
okama has an API for programmatic access and custom integrations. ProjectionLab doesn't, so you're working through its interface.
Should I choose okama or ProjectionLab?
It depends on what you're after. Pick okama if quant and correlation matter to you; go with ProjectionLab if you'd rather have retirement calculator and scenario & stress tests. And if you only need the basics both share, let price decide.
What asset classes do okama and ProjectionLab cover?
Both cover stocks, ETFs, and mutual funds. okama also handles commodities and currencies. ProjectionLab adds bonds, real estate, and other on top.
Can I track my portfolio with okama or ProjectionLab?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.