okama adds Quant, Data Visualizations, Portfolio, Correlation, Backtesting, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, and ETF Performance coverage that World Bank Open Data (data.worldbank.org) skips.
VOL. XCIV, NO. 247
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Sunday, October 5, 2025
Head-to-head
okama vs World Bank Open Data (data.worldbank.org) comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
World Bank Open Data (data.worldbank.org) includes GDP, and Unemployment Rates 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..
World Bank Open Data (data.worldbank.org) is known for: Programmatic access to nearly 16,000 time-series indicators across 45+ databases, with many series spanning over 50 years., Indicators API requires no key and supports both JSON and XML responses with flexible query styles., and Query capacity includes up to 60 indicators per call, subject to URL length limits..
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.
Categories
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.
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World Bank Open Data (data.worldbank.org)
data.worldbank.org
Global macroeconomic and development indicators with fully open access. The Indicators API requires no API key, and the DataBank portal supports direct downloads in CSV, Excel, TXT, and SDMX. Most datasets are available under the CC BY 4.0 license, though a few third-party series carry different terms.
Platforms
Web
API
Pricing
Free
Quick highlights
- Programmatic access to nearly 16,000 time-series indicators across 45+ databases, with many series spanning over 50 years.
- Indicators API requires no key and supports both JSON and XML responses with flexible query styles.
- Query capacity includes up to 60 indicators per call, subject to URL length limits.
- DataBank offers one-click downloads in Excel, CSV, TXT, and SDMX, along with embeddable charts, maps, and tables.
- Individual indicator pages allow direct CSV, Excel, and XML exports.
Community votes (overall)
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Overlap
Shared focus areas
3 overlapsMutual strengths include Data APIs, Inflation Rates, and Interest Rates.
Where they differ
okama
Distinct strengths include:
Quant
Data Visualizations
Portfolio
Correlation
Backtesting
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo
ETF Performance
- 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.
World Bank Open Data (data.worldbank.org)
Distinct strengths include:
- Programmatic access to nearly 16,000 time-series indicators across 45+ databases, with many series spanning over 50 years.
- Indicators API requires no key and supports both JSON and XML responses with flexible query styles.
- Query capacity includes up to 60 indicators per call, subject to URL length limits.
- DataBank offers one-click downloads in Excel, CSV, TXT, and SDMX, along with embeddable charts, maps, and tables.
Feature-by-feature breakdown
| Attribute | okama | World Bank Open Data (data.worldbank.org) |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data APIs, Inflation Rates, Interest Rates Unique: Quant, Data Visualizations, Portfolio, Correlation, Backtesting, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, ETF Performance | Shared: Data APIs, Inflation Rates, Interest Rates Unique: GDP, Unemployment Rates |
Asset types Supported asset classes and universes | Stocks, ETFs, Commodities, Currencies, Mutual Funds | Other |
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 |
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 World Bank Open Data (data.worldbank.org) both support?
Both platforms cover Data APIs, Inflation Rates, and Interest Rates workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do okama and World Bank Open Data (data.worldbank.org) require subscriptions?
Both okama and World Bank Open Data (data.worldbank.org) keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access okama and World Bank Open Data (data.worldbank.org)?
Both okama and World Bank Open Data (data.worldbank.org) 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 World Bank Open Data (data.worldbank.org) stands out for Programmatic access to nearly 16,000 time-series indicators across 45+ databases, with many series spanning over 50 years., Indicators API requires no key and supports both JSON and XML responses with flexible query styles., and Query capacity includes up to 60 indicators per call, subject to URL length limits..
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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.