VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View okama View YCharts Back to Home

Head-to-head

okama vs YCharts comparison

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

Quick takeaways

okama adds Quant, Backtesting, and Monte Carlo coverage that YCharts skips.

YCharts includes Screeners, Stock Comparison, ETF Comparison, Watchlist, Performance Attribution, Scenario & Stress Tests, News, Alerts, Financials, Scores, ETF Overview, ETF Holdings, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Unemployment Rates, GDP, Yield Curves, APIs & SDKs, Sheets / Excel Add-ins, 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..

YCharts is known for: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..

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

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.

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YCharts

ycharts.com

Hands-on review

Advisor-focused research, portfolio analytics, and proposal platform. Lower tiers are more view-only, while add-ons unlock the Excel add-in and broader fund/SMA datasets. Intraday quotes are available on a short delay (about 90–120 seconds).

Platforms

Web

API

Pricing

Subscription

Quick highlights

Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks.
Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns.
Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators.
Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Excel & API: an add-on Excel add-in with dynamic formulas/templates, a REST API with API keys and official Python/R clients, and exports to CSV/Excel/PDF/images.

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Overlap

Shared focus areas

8 overlaps

Mutual strengths include Data Visualizations, Portfolio, and Correlation plus 5 more areas.

Where they differ

okama

Distinct strengths include:

Quant

Backtesting

Monte Carlo

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.

YCharts

Distinct strengths include:

Performance Attribution

Scenario & Stress Tests

News

Alerts

Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks.
Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns.
Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators.
Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).

Feature-by-feature breakdown

Attribute	okama	YCharts
Categories Which research workflows each platform targets	Shared: Data Visualizations, Portfolio, Correlation, Risk Metrics (VaR/ES/Drawdown), Data APIs, ETF Performance, Inflation Rates, Interest Rates Unique: Quant, Backtesting, Monte Carlo	Shared: Data Visualizations, Portfolio, Correlation, Risk Metrics (VaR/ES/Drawdown), Data APIs, ETF Performance, Inflation Rates, Interest Rates Unique: Screeners, Stock Comparison, ETF Comparison, Watchlist, Performance Attribution, Scenario & Stress Tests, News, Alerts, Financials, Scores, ETF Overview, ETF Holdings, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Unemployment Rates, GDP, Yield Curves, APIs & SDKs, Sheets / Excel Add-ins, Broker Connectors
Asset types Supported asset classes and universes	Stocks, ETFs, Commodities, Currencies, Mutual Funds	Stocks, ETFs, Mutual Funds, Closed-End Funds
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	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 Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks. Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns. Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators. Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds). Excel & API: an add-on Excel add-in with dynamic formulas/templates, a REST API with API keys and official Python/R clients, and exports to CSV/Excel/PDF/images. Advisor ecosystem integrations including Addepar, Orion, Redtail, Schwab Advisor Center, iRebal, Pershing, LPL ClientWorks, Black Diamond, and VRGL.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do okama and YCharts both support?

Both platforms cover Data Visualizations, Portfolio, Correlation, Risk Metrics (VaR/ES/Drawdown), Data APIs, ETF Performance, Inflation Rates, and Interest Rates 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 YCharts requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access okama and YCharts?

Both okama and YCharts 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 YCharts stands out for Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..

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