★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: YCharts checked August 4, 2026
Tool Comparison
okama vs YCharts
Pick okama if
okama
Free · Web · API
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
- You care about quant, backtesting, and APIs & data feeds, things YCharts doesn't offer
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You care about screeners, stock comparison, and ETF comparison, things okama doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
okama and YCharts cover a lot of the same ground (6 shared categories, including data visualizations, portfolio, and correlation), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to okama's 10, including screeners, stock comparison, and ETF comparison. okama counters by being completely free.
What readers say
okama
Vote once to reveal the community verdict.
YCharts
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- okama
- Free trial
- YCharts7 days
- Broader coverage
- YCharts20 vs 10 categories
- Desktop app
- YCharts
- API access
- okama
- Broker sync
- YCharts
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | From $3000/yr |
Free tier | Yes | No |
Free trial | — | 7 days |
Plan limits | — | 9 limits: Analyst: additional seat annual usd: 1,500, Presenter: additional seat annual usd: 2,400 +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | — | Addepar, Advyzon +12 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | — | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 10 | 20 |
Regions | North America, Europe, APAC, Middle East | — |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day and 15-min Delayed, Granularity: EOD +1 more | — |
Data partners | — | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | 4 signals: VaR/ES, Monte Carlo +2 more | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | — | Status page |
| Try it | Visit okama | Visit YCharts |
Where each one shines
What okama and YCharts each do best.ShowHide
Where each one shines
What okama and YCharts each do best.What okama does best
- Web widgets for efficient frontier visualization, asset comparison, and adjusted monthly portfolio risk/return analysis.
- Work in Python for constrained mean-variance optimization, multi-period efficient-frontier optimization, rebalancing constraints, and portfolio simulations.
- Analysis of risk with VaR, CVaR, semideviation, drawdowns, volatility, correlations, and related portfolio statistics.
- Tools for running Monte Carlo simulations and wealth-index forecasts with percentile bands for scenario analysis.
- Modeling for contributions and withdrawals when testing portfolio paths, cash-flow assumptions, or retirement-style scenarios.
What YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Tools for creating proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
Every detail we compared
Every tracked attribute for okama and YCharts, side by side.ShowHide
Every detail we compared
Every tracked attribute for okama and YCharts, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCommoditiesCurrenciesMutual Funds | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Not specified | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North AmericaEuropeAPACMiddle East | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | End of Day15-min Delayed | Not specified |
Data granularity | EOD | Not specified |
Data partners | Not specified | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: NoneSDKs: Python | Not specified |
Import methods | Not specified | CSVCustodianManual |
Integrations | Not specified | AddeparAdvyzonBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebalLPL ClientWorks+6 more |
Export formats | Not specified | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Not specified | Status page |
Capability signals | VaR/ESMonte CarloRebalancingCorrelation | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | MBK Development LLCSupport: Forum | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
Curation ratings | Methodology 4/5Reliability 4/5UX 3/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free | — |
| Entry paid plan | — | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | — | $6300/yr≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Top plan | — | Subscription“Presenter”additional seat annual usd: 2,400 |
| Custom / enterprise | — | Contact sales“Enterprise” |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between okama and YCharts?
okama leans toward quant, data visualizations, and portfolio, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
Is okama or YCharts free to use?
okama has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with okama and see how far it takes you before opening your wallet.
Which is better for beginners: okama or YCharts?
okama is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does okama or YCharts have an API?
okama has an API for programmatic access and custom integrations. YCharts doesn't, so you're working through its interface.
Should I choose okama or YCharts?
It depends on what you're after. Pick okama if quant and backtesting matter to you; go with YCharts if you'd rather have screeners and stock comparison. And if you only need the basics both share, let price decide.
What asset classes do okama and YCharts cover?
Both cover stocks, ETFs, and mutual funds. okama also handles commodities and currencies. YCharts adds closed-end funds, bonds, and cryptos on top.
Can I export data from okama and YCharts?
YCharts exports to CSV and Excel. okama is stingier about getting data out.
Can okama or YCharts connect to my broker?
YCharts syncs with brokers automatically. With okama, you're entering holdings by hand or importing files.
Which has a better stock screener: okama or YCharts?
YCharts has a stock screener for surfacing ideas; okama doesn't, and focuses its energy elsewhere.
Can I track my portfolio with okama or YCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
More comparisons to check
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Feedback
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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.