Tool Comparison
okama vs YCharts
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
- You want quant, backtesting, and APIs & data feeds.
- Paid from
- $250/mo
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want screeners, stock comparison, and ETF comparison.
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 want quant, backtesting, and APIs & data feeds.
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You want screeners, stock comparison, and ETF comparison.
Skip both if: Neither one clicks with how you research; there are strong third options.
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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
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YCharts
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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
What okama does best
- Web widgets for efficient frontier visualization, asset comparison, and adjusted monthly portfolio risk/return analysis.
- Python tools for constrained mean-variance optimization, multi-period efficient frontiers, rebalancing constraints, and portfolio simulations.
- Risk analysis with VaR, CVaR, semideviation, drawdowns, volatility, correlations, and related statistics.
- Monte Carlo simulations and wealth-index forecasts with percentile bands.
- Contribution and withdrawal modeling for portfolio paths and retirement 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.
- Create 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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| 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 +15 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, 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 | — | 4 signals: SOC2, Status page +2 more |
| Try it | Visit okama | Visit YCharts |
Standout features
The best features of okama and YCharts.ShowHide
Standout features
What okama does best
- Web widgets for efficient frontier visualization, asset comparison, and adjusted monthly portfolio risk/return analysis.
- Python tools for constrained mean-variance optimization, multi-period efficient frontiers, rebalancing constraints, and portfolio simulations.
- Risk analysis with VaR, CVaR, semideviation, drawdowns, volatility, correlations, and related statistics.
- Monte Carlo simulations and wealth-index forecasts with percentile bands.
- Contribution and withdrawal modeling for portfolio paths and retirement 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.
- Create 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.
All details
Every attribute we track for okama and YCharts.ShowHide
All details
| 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 Day | 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 | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more |
Export formats | Not specified | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Status pageEncryption at restEncryption in transit |
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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| 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 |
Alternatives
Free alternatives
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.
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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.