VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Saturday, December 27, 2025

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Tool Comparison

okama vs Trackinsight comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

okama adds Quant, Correlation, Risk Metrics, Monte Carlo, Inflation Rates, and Interest Rates coverage that Trackinsight skips.

Trackinsight includes ETF Screeners, ETF Comparison, ETF Overview, ETF Holdings, ETF Fundamentals, ETF Factors, Factor Exposure, Watchlist, ESG Ratings, News, Education, and Blogs categories that okama omits.

In depth comparison

okama logo

okama

okama.io

Hands-on review

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.

Platforms

WebAPI

Pricing

Free

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.

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Trackinsight logo

Trackinsight

trackinsight.com

Global ETF research & data platform for screening, comparing and analyzing ETFs worldwide. Free Essentials accounts support the core screener, comparison tools and personal lists, while ETF Portfolio Insights, enterprise workflows and ETF Data Services/API are sold on paid tiers (Nasdaq Data Link lists ETF database packages starting around USD 5k/year).

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors.
  • Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks.
  • Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence.
  • Personal lists (“lists”) let users create, manage and monitor custom collections of ETFs as flexible watchlists for research and monitoring.
  • ETF Portfolio Insights module to analyze, optimize and backtest ETF portfolios, providing portfolio-level views of performance, exposures, factor profiles and risk metrics, with advanced factor analysis powered by partner Scientific Portfolio (an EDHEC venture).

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Where they differ

okama

Distinct strengths include:

QuantCorrelationRisk MetricsMonte CarloInflation RatesInterest Rates
  • 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:

ETF ScreenersETF ComparisonETF OverviewETF HoldingsETF FundamentalsETF FactorsFactor ExposureWatchlist
  • Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors.
  • Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks.
  • Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence.
  • Personal lists (“lists”) let users create, manage and monitor custom collections of ETFs as flexible watchlists for research and monitoring.

Feature-by-feature breakdown

AttributeokamaTrackinsight
Categories

Which research workflows each platform targets

Shared: Data Visualizations, Portfolio, Backtesting, Data APIs, ETF Performance

Unique: Quant, Correlation, Risk Metrics, Monte Carlo, Inflation Rates, Interest Rates

Shared: Data Visualizations, Portfolio, Backtesting, Data APIs, ETF Performance

Unique: ETF Screeners, ETF Comparison, ETF Overview, ETF Holdings, ETF Fundamentals, ETF Factors, Factor Exposure, Watchlist, ESG Ratings, News, Education, 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

  • 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.
  • Free end-of-day market and macroeconomic data via API, including equities, ETFs, mutual funds, commodities, currencies, indexes, inflation, policy rates, and CAPE10 ratios.

Unique

  • Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors.
  • Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks.
  • Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence.
  • Personal lists (“lists”) let users create, manage and monitor custom collections of ETFs as flexible watchlists for research and monitoring.
  • ETF Portfolio Insights module to analyze, optimize and backtest ETF portfolios, providing portfolio-level views of performance, exposures, factor profiles and risk metrics, with advanced factor analysis powered by partner Scientific Portfolio (an EDHEC venture).
  • Dedicated ESG Investing / ESG Observatory channel with an ESG ETF screener that can filter ETFs by ESG scores, strategies, SFDR category and SDG alignment, plus ESG news and educational content.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

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Frequently Asked Questions

Which workflows do okama and Trackinsight both support?

Both platforms cover Data Visualizations, Portfolio, Backtesting, 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 Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors., Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks., and Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence..

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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.