VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

okama vs Tradervue comparison

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

Quick takeaways

okama adds Quant, Correlation, Backtesting, Monte Carlo, Data APIs, ETF Performance, Inflation Rates, and Interest Rates coverage that Tradervue skips.

Tradervue includes APIs & SDKs, and Broker Connectors 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..

Tradervue is known for: Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., and Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)..

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

Web
API

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.

Community votes (overall)

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Tradervue logo

Tradervue

tradervue.com

A trading journal and analytics platform designed for active traders. The Free plan supports up to 30 grouped trades per month, while Silver and Gold plans unlock unlimited imports, broker syncing, advanced reporting, and CSV exports. Gold adds deeper features like Exit Analysis, liquidity reports, commissions/fees, and risk reporting in R units.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute.
  • TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold).
  • Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers).
  • Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates.
  • Free plan includes up to 30 grouped trades per month.

Community votes (overall)

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Overlap

Shared focus areas

3 overlaps

Mutual strengths include Data Visualizations, Portfolio, and Risk Metrics (VaR/ES/Drawdown).

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.

Tradervue

Distinct strengths include:

  • Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute.
  • TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold).
  • Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers).
  • Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates.

Feature-by-feature breakdown

AttributeokamaTradervue
Categories

Which research workflows each platform targets

Shared: Data Visualizations, Portfolio, Risk Metrics (VaR/ES/Drawdown)

Unique: Quant, Correlation, Backtesting, Monte Carlo, Data APIs, ETF Performance, Inflation Rates, Interest Rates

Shared: Data Visualizations, Portfolio, Risk Metrics (VaR/ES/Drawdown)

Unique: APIs & SDKs, Broker Connectors

Asset types

Supported asset classes and universes

Stocks, ETFs, Commodities, Currencies, Mutual Funds

Stocks, ETFs, Options, Futures, Currencies

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web

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

  • Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute.
  • TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold).
  • Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers).
  • Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates.
  • Free plan includes up to 30 grouped trades per month.
  • Over 100 advanced reports and drill-down analytics, including MFE/MAE metrics on paid plans.
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 Tradervue both support?

Both platforms cover Data Visualizations, Portfolio, and Risk Metrics (VaR/ES/Drawdown) workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do okama and Tradervue require subscriptions?

Both okama and Tradervue keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access okama and Tradervue?

Both okama and Tradervue 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 Tradervue stands out for Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., and Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)..

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.