Tool Comparison
okama vs Trackinsight
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want quant, correlation, and risk metrics.
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want ETF screeners, ETF comparison, and ETF factors.
- You're a long-term investor who cares more about fundamentals than headlines
Pick okama if
okama
Free · Web · API
- You want quant, correlation, and risk metrics.
Pick Trackinsight if
Trackinsight
Free • Contact for pricing · Web · API
- You want ETF screeners, ETF comparison, and ETF factors.
- 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 Trackinsight cover a lot of the same ground (5 shared categories, including data visualizations, portfolio, and backtesting), so for the basics you won't go far wrong with either. Trackinsight simply does more: 14 categories to okama's 10, including ETF screeners, ETF comparison, and ETF factors. okama counters by being completely free.
What readers say
okama
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Trackinsight
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Key differences at a glance
- Asset coverage
- okamaAdds stocks and commodities
- Broader coverage
- Trackinsight14 vs 10 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 Trackinsight does best
- Screen a global ETF and ETP universe by objective, region, theme, ESG attributes, benchmark, and other fund fields.
- Comparison tools for ETFs side by side on replication method, Trackinsight replication rating, tracking error and difference, performance, costs, and sustainability metrics.
- Tools for creating personal ETF lists to monitor funds through a watchlist-style workflow before narrowing the research set.
- Analyze portfolio performance, exposure, factors, risk, rebalancing scenarios, and historical results where the account permits it.
- Research coverage for ESG ETFs through ESG-focused screens, scores, strategies, SFDR categories, SDG alignment, news, and educational content.
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 • Contact for pricing |
Free tier | Yes | Yes |
Free trial | — | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +5 more |
Categories covered | 10 | 14 |
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 | Latency: End of Day and Granularity: EOD |
Data partners | — | Nasdaq Data Link |
Capabilities | 4 signals: VaR/ES, Monte Carlo +2 more | 3 signals: Universe builder, Factor exposure +1 more |
| Try it | Visit okama | Visit Trackinsight |
Standout features
The best features of okama and Trackinsight.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 Trackinsight does best
- Screen a global ETF and ETP universe by objective, region, theme, ESG attributes, benchmark, and other fund fields.
- Comparison tools for ETFs side by side on replication method, Trackinsight replication rating, tracking error and difference, performance, costs, and sustainability metrics.
- Tools for creating personal ETF lists to monitor funds through a watchlist-style workflow before narrowing the research set.
- Analyze portfolio performance, exposure, factors, risk, rebalancing scenarios, and historical results where the account permits it.
- Research coverage for ESG ETFs through ESG-focused screens, scores, strategies, SFDR categories, SDG alignment, news, and educational content.
All details
Every attribute we track for okama and Trackinsight.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCommoditiesCurrenciesMutual Funds | ETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsAnalystsFinancial Advisors |
Regions | North AmericaEuropeAPACMiddle East | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
Data partners | Not specified | Nasdaq Data Link |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: NoneSDKs: Python | Auth: APIKeyDocs |
Import methods | Not specified | Manual |
Export formats | Not specified | CSVExcelJSON |
| Plans & trust | ||
Capability signals | VaR/ESMonte CarloRebalancingCorrelation | Universe builderFactor exposurePortfolio factor exposure |
Vendor & support | MBK Development LLCSupport: Forum | TrackinsightCountry: FranceFounded 2016 |
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“Essentials” |
| Custom / enterprise | — | Contact sales“Enterprise” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between okama and Trackinsight?
okama leans toward quant, data visualizations, and portfolio, while Trackinsight puts more weight on ETF screeners, ETF comparison, and ETF analysis. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do okama and Trackinsight cost?
Good news: both okama and Trackinsight have free plans, so you can run them side by side and only pay if you hit a wall.
Do okama and Trackinsight 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 Trackinsight?
It depends on what you're after. Pick okama if quant and correlation matter to you; go with Trackinsight if you'd rather have ETF screeners and ETF comparison. And if you only need the basics both share, let price decide.
What asset classes do okama and Trackinsight cover?
Both cover ETFs. okama also handles stocks, commodities, and currencies.
Can I export data from okama and Trackinsight?
Trackinsight exports to CSV and Excel. okama is stingier about getting data out.
Which has a better stock screener: okama or Trackinsight?
Trackinsight has a stock screener for surfacing ideas; okama doesn't, and focuses its energy elsewhere.
Can I track my portfolio with okama or Trackinsight?
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.