Tool Comparison
okama vs QuantRocket
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want data visualizations, portfolio, and correlation.
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, API
Best if
- Delayed quotes won't cut it; you need real-time data
- You want screeners, auto-trading & bots, and advanced order types.
Pick okama if
okama
Free · Web · API
- You want data visualizations, portfolio, and correlation.
Pick QuantRocket if
QuantRocket
Free • Paid plans available · Web · API
- Delayed quotes won't cut it; you need real-time data
- You want screeners, auto-trading & bots, and advanced order types.
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 QuantRocket cover a lot of the same ground (3 shared categories, quant, backtesting, and APIs & data feeds), so for the basics you won't go far wrong with either. okama includes data visualizations and portfolio, and QuantRocket includes screeners and auto-trading & bots.
What readers say
okama
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QuantRocket
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Key differences at a glance
- Real-time data
- QuantRocket
- Broker sync
- QuantRocket
- 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 QuantRocket does best
- Run research and backtests in a Docker-based platform built around Jupyter, Python clients, CLI tools, and REST services.
- Use the free tier for research and backtesting with a 2007-2011 survivorship-bias-free U.S. daily stock bundle and sample symbols.
- Full Access adds complete current datasets, paper trading, live trading, and licensed U.S. minute-bar data.
- Build point-in-time screening and ranking pipelines, with Alphalens and Pyfolio support for notebook analysis.
- Connect to Interactive Brokers for historical and real-time data across global exchanges and broker-connected trading.
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 • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | Yes |
Integrations | — | Interactive Brokers, Alpaca +4 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | — |
Categories covered | 10 | 8 |
Regions | North America, Europe, APAC, Middle East | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | 5 signals: Latency: Streaming, Real-time, and End of Day, Granularity: Tick, Minute, and EOD +3 more |
Capabilities | 4 signals: VaR/ES, Monte Carlo +2 more | 5 signals: Custom formulas, Universe builder +3 more |
Security | — | Status page |
| Try it | Visit okama | Visit QuantRocket |
Standout features
The best features of okama and QuantRocket.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 QuantRocket does best
- Run research and backtests in a Docker-based platform built around Jupyter, Python clients, CLI tools, and REST services.
- Use the free tier for research and backtesting with a 2007-2011 survivorship-bias-free U.S. daily stock bundle and sample symbols.
- Full Access adds complete current datasets, paper trading, live trading, and licensed U.S. minute-bar data.
- Build point-in-time screening and ranking pipelines, with Alphalens and Pyfolio support for notebook analysis.
- Connect to Interactive Brokers for historical and real-time data across global exchanges and broker-connected trading.
All details
Every attribute we track for okama and QuantRocket.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCommoditiesCurrenciesMutual Funds | StocksETFsFuturesCurrenciesOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACMiddle East | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | StreamingReal-timeEnd of Day |
Data granularity | EOD | TickMinuteEOD |
| Access & integrations | ||
API protocols | REST | RESTWebSocket |
API auth & delivery | Auth: NoneSDKs: Python | Auth: NoneSDKs: Python |
Import methods | Not specified | CSV |
Integrations | Not specified | Interactive BrokersAlpacaPolygon.ioNasdaq Data LinkEDIBrain |
Export formats | Not specified | CSVJSON |
| Plans & trust | ||
Security & compliance | Not specified | Status page |
Capability signals | VaR/ESMonte CarloRebalancingCorrelation | Custom formulasUniverse builderMulti-leg optionsGreeksBroker sync |
Vendor & support | MBK Development LLCSupport: Forum | QuantRocket LLCCountry: USSupport: Email and Forum |
Curation ratings | Methodology 4/5Reliability 4/5UX 3/5 | Methodology 4/5Reliability 4/5UX 4/5 |
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 |
| Entry paid plan | — | Subscription“Full Access” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between okama and QuantRocket?
okama leans toward quant, data visualizations, and portfolio, while QuantRocket puts more weight on screeners, quant, and backtesting. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do okama and QuantRocket cost?
Good news: both okama and QuantRocket have free plans, so you can run them side by side and only pay if you hit a wall.
Do okama and QuantRocket have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose okama or QuantRocket?
It depends on what you're after. Pick okama if data visualizations and portfolio matter to you; go with QuantRocket if you'd rather have screeners and auto-trading & bots. And if you only need the basics both share, let price decide.
What asset classes do okama and QuantRocket cover?
Both cover stocks, ETFs, and currencies. okama also handles commodities and mutual funds. QuantRocket adds futures and options on top.
Does okama or QuantRocket have real-time data?
QuantRocket offers real-time data, which matters if you trade actively. okama runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from okama and QuantRocket?
QuantRocket exports to CSV. okama is stingier about getting data out.
Can okama or QuantRocket connect to my broker?
QuantRocket syncs with brokers automatically. With okama, you're entering holdings by hand or importing files.
Which has a better stock screener: okama or QuantRocket?
QuantRocket has a stock screener for surfacing ideas; okama doesn't, and focuses its energy elsewhere.
Can I track my portfolio with okama or QuantRocket?
okama handles portfolio tracking. QuantRocket is really a research tool; you'd track your portfolio elsewhere.
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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.