VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing okama and Trackinsight will find that Both okama and Trackinsight concentrate on Data Visualizations, Portfolio, and Data APIs 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. Trackinsight stands out with ETF Screeners, ETF Overview, and ETF Holdings 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 Trackinsight
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- okama adds Quant, Correlation, Backtesting, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Inflation Rates, and Interest Rates coverage that Trackinsight skips.
- Trackinsight includes ETF Screeners, ETF Overview, ETF Holdings, ETF Comparison, ETF Fundamentals, ETF Factors, and Blogs 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..
- Trackinsight is known for: Global ETF Screener: filter by theme, sustainability (ESG), exposure and benchmark; database spans 12,000+ global ETFs., Compare ETFs: side‑by‑side comparisons (up to 5) with **Export to Excel** from the compare pages., and Lists (watchlists): create, share publicly, and **export to Excel**; plan limits vary by tier..
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.
Trackinsight
trackinsight.com
Global ETF research platform with a 12k+ ETF database and daily updates. Core workflows: screen by theme/ESG/exposure/benchmark; compare up to 5 ETFs side‑by‑side (Excel export); manage sharable ‘Lists’; and (Premium) Portfolio Insights with advanced analytics & Excel export. Data/API options include an enterprise ‘Data Services’ offering and Nasdaq Data Link databases (REST/CSV/JSON). Identifiers shown on fund pages include ISIN and CUSIP. Trackinsight became majority‑owned by Kepler Cheuvreux in Sep 2024.
Categories
Platforms
Pricing
Quick highlights
- Global ETF Screener: filter by theme, sustainability (ESG), exposure and benchmark; database spans 12,000+ global ETFs.
- Compare ETFs: side‑by‑side comparisons (up to 5) with **Export to Excel** from the compare pages.
- Lists (watchlists): create, share publicly, and **export to Excel**; plan limits vary by tier.
- Portfolio Insights (Premium): portfolio analytics across more fund data, customization, and **Excel export**.
- ESG Observatory & education: ESG pages and editorial explain ratings and enable ESG‑specific filters.
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.
Trackinsight
Distinct strengths include:
- Global ETF Screener: filter by theme, sustainability (ESG), exposure and benchmark; database spans 12,000+ global ETFs.
- Compare ETFs: side‑by‑side comparisons (up to 5) with **Export to Excel** from the compare pages.
- Lists (watchlists): create, share publicly, and **export to Excel**; plan limits vary by tier.
- Portfolio Insights (Premium): portfolio analytics across more fund data, customization, and **Excel export**.
Feature-by-feature breakdown
| Attribute | okama | Trackinsight |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, Portfolio, Data APIs, ETF Performance Unique: Quant, Correlation, Backtesting, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Inflation Rates, Interest Rates | Shared: Data Visualizations, Portfolio, Data APIs, ETF Performance Unique: ETF Screeners, ETF Overview, ETF Holdings, ETF Comparison, ETF Fundamentals, ETF Factors, Blogs |
Asset types Supported asset classes and universes | Stocks, ETFs, Commodities, Currencies, Mutual Funds | ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web, API |
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 | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do okama and Trackinsight both support?
Both platforms cover Data Visualizations, Portfolio, Data APIs, and ETF Performance workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do okama and Trackinsight require subscriptions?
Both okama and Trackinsight keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access okama and Trackinsight?
Both okama and Trackinsight prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
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 Trackinsight stands out for Global ETF Screener: filter by theme, sustainability (ESG), exposure and benchmark; database spans 12,000+ global ETFs., Compare ETFs: side‑by‑side comparisons (up to 5) with **Export to Excel** from the compare pages., and Lists (watchlists): create, share publicly, and **export to Excel**; plan limits vary by tier..
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.