VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Friday, December 26, 2025

Tool Comparison

okama vs TradeZella comparison

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

Quick takeaways

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

TradeZella includes Custom Dashboards, and Education categories that okama omits.

okama has a free tier, while TradeZella requires a paid plan.

In depth comparison

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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TradeZella

tradezella.com

Web-based trade journaling, analytics, backtesting, and trade replay platform. Not a brokerage: trades are executed on your broker and imported into TradeZella for tracking/analysis. Imports support auto-sync, file upload, or manual entry, with many broker integrations across stocks/options/forex/futures/crypto. Plan gating: Basic is limited to 1 account, 1GB storage, 3 playbooks, and 5 mentor invites; Premium/Pro unlock unlimited accounts/playbooks/mentor invites and 5GB storage (annual plans include a 14-day money-back guarantee).

Platforms

Web

Pricing

Subscription

Quick highlights

Trade imports via auto-sync, file upload, or manual input; supports commissions/fees, breakeven settings, and trade sharing.
Broker integrations across multiple markets (stocks/options/forex/futures/crypto); examples include Interactive Brokers, Robinhood, Charles Schwab, MetaTrader 4/5, Oanda, Bybit, and Coinbase.
Customizable analytics dashboard and drill-down reporting (TradeZella lists 50+ advanced reports, plus "Risk Reports" based on R-multiple/position size).
Trade Tracking page per trade: stats (including SL/PT + customizable metrics), execution details, playbook attachment, images/attachments, notes, plus share + replay actions.
Tagging and filtering: tags and categories, custom tag categories, and advanced global filters to analyze subsets of trades.

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Where they differ

okama

Distinct strengths include:

Quant Correlation Monte Carlo Data APIs ETF Performance Inflation Rates Interest 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.

TradeZella

Distinct strengths include:

Custom Dashboards Education

Trade imports via auto-sync, file upload, or manual input; supports commissions/fees, breakeven settings, and trade sharing.
Broker integrations across multiple markets (stocks/options/forex/futures/crypto); examples include Interactive Brokers, Robinhood, Charles Schwab, MetaTrader 4/5, Oanda, Bybit, and Coinbase.
Customizable analytics dashboard and drill-down reporting (TradeZella lists 50+ advanced reports, plus "Risk Reports" based on R-multiple/position size).
Trade Tracking page per trade: stats (including SL/PT + customizable metrics), execution details, playbook attachment, images/attachments, notes, plus share + replay actions.

Feature-by-feature breakdown

Attribute	okama	TradeZella
Categories Which research workflows each platform targets	Shared: Data Visualizations, Portfolio, Backtesting, Risk Metrics Unique: Quant, Correlation, Monte Carlo, Data APIs, ETF Performance, Inflation Rates, Interest Rates	Shared: Data Visualizations, Portfolio, Backtesting, Risk Metrics Unique: Custom Dashboards, Education
Asset types Supported asset classes and universes	Stocks, ETFs, Commodities, Currencies, Mutual Funds	Stocks, Options, Currencies, Futures, Cryptos
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	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 Trade imports via auto-sync, file upload, or manual input; supports commissions/fees, breakeven settings, and trade sharing. Broker integrations across multiple markets (stocks/options/forex/futures/crypto); examples include Interactive Brokers, Robinhood, Charles Schwab, MetaTrader 4/5, Oanda, Bybit, and Coinbase. Customizable analytics dashboard and drill-down reporting (TradeZella lists 50+ advanced reports, plus "Risk Reports" based on R-multiple/position size). Trade Tracking page per trade: stats (including SL/PT + customizable metrics), execution details, playbook attachment, images/attachments, notes, plus share + replay actions. Tagging and filtering: tags and categories, custom tag categories, and advanced global filters to analyze subsets of trades. Risk/performance metrics surfaced on dashboard widgets (e.g., profit factor, expectancy, max drawdown), with multiple views (e.g., percentage, R-multiple, ticks/pips for relevant markets).
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 TradeZella both support?

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

Which tool offers a free plan?

okama offers a free entry point, while TradeZella requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access okama and TradeZella?

Both okama and TradeZella 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 TradeZella stands out for Trade imports via auto-sync, file upload, or manual input; supports commissions/fees, breakeven settings, and trade sharing., Broker integrations across multiple markets (stocks/options/forex/futures/crypto); examples include Interactive Brokers, Robinhood, Charles Schwab, MetaTrader 4/5, Oanda, Bybit, and Coinbase., and Customizable analytics dashboard and drill-down reporting (TradeZella lists 50+ advanced reports, plus "Risk Reports" based on R-multiple/position size)..

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