TradingView is the closest drop-in replacement with overlapping coverage in Valuation Models, Data Visualizations, and Portfolio while adding Screeners and ETF Screeners coverage and Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile. and Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas. features (category overlap ~100%).
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Thursday, January 8, 2026
Programmatic picks
Alternatives to Asset Allocation Interactive (AAI)
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Asset Allocation Interactive (AAI) against peers before committing to a long-term plan.
View free alternativesQuick takeaways
Free tiers remain available through TradingView, Koyfin, Yahoo Finance, Google Finance, FT Markets (Markets data - Financial Times), GuruFocus, Simply Wall St, Stock Rover, Börsdata, Fiscal.ai, TIKR, Uncle Stock, Stock Unlock, Tweenvest, Snowball Analytics, HedgeFollow, Track Your Dividends (TYD), and BIS Data Portal (Bank for International Settlements) for side-by-side testing.
Need mobile access? TradingView, Addepar, and Koyfin bring phone-ready workflows that Asset Allocation Interactive (AAI) lacks.
Round out your stack with new coverage areas like Screeners, ETF Screeners, Options & Derivatives, and Quant.
Similarity score 956Category overlap: 100%
Shared coverage
Valuation ModelsData VisualizationsPortfolio
Assets: Stocks, Bonds, and Commodities
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Options & Derivatives coverage beyond what Asset Allocation Interactive (AAI) offers.
- Standout features include Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., and Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks..
Adds coverage: Screeners, ETF Screeners, Options & Derivatives, and Quant
Standout features: Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks., and Global multi‑asset screeners (stocks, ETFs, bonds, crypto coins, CEX and DEX pairs) with 400+ filter fields, multiple timeframes, auto‑refresh, and data export for external analysis.
#2 Alternative
Similarity score 811Category overlap: 67%
Shared coverage
Data VisualizationsPortfolio
Assets: Stocks, Bonds, and Futures
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Addepar adds mobile access for on-the-go monitoring.
- Expands into Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting coverage beyond what Asset Allocation Interactive (AAI) offers.
- Standout features include Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15], and Data aggregation from custodians such as Fidelity and Schwab plus leading market data providers, with the option to manually manage holdings so private investments like real estate and private equity can be viewed alongside publicly traded securities..
- Pair it with Asset Allocation Interactive (AAI) if you still need Valuation Models.
Adds coverage: Wealth Management, Portfolio Accounting / Book of Record, Client & Investor Reporting, and Alternatives / Capital Calls & Distributions
Standout features: Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15], Data aggregation from custodians such as Fidelity and Schwab plus leading market data providers, with the option to manually manage holdings so private investments like real estate and private equity can be viewed alongside publicly traded securities., and Broad multi-asset security model supporting stocks, bonds, ETFs, mutual funds, closed-end funds, currencies, real estate, private funds, hedge funds, options, futures, digital assets and generic custom assets via rich model types.
Similarity score 803Category overlap: 67%
Shared coverage
Data VisualizationsPortfolio
Assets: Stocks, Bonds, and Commodities
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what Asset Allocation Interactive (AAI) offers.
- Standout features include Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace..
- Pair it with Asset Allocation Interactive (AAI) if you still need Valuation Models.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and Money Flow
Standout features: Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., and Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.
Similarity score 789Category overlap: 67%
Shared coverage
Data VisualizationsPortfolio
Assets: Stocks, Bonds, and Commodities
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Yahoo Finance adds mobile access for on-the-go monitoring.
- Expands into News, Alerts, and Calendar coverage beyond what Asset Allocation Interactive (AAI) offers.
- Standout features include Product refresh includes tools like a customizable dock, stock side-by-side comparison, and enhanced charts., Mobile app: portfolio tracking, multiple watchlists, and syncing portfolios across devices., and Alerts/notifications for news and stock pricing (e.g., price alerts, breaking news, earnings reports)..
- Pair it with Asset Allocation Interactive (AAI) if you still need Valuation Models.
Adds coverage: News, Alerts, Calendar, and Watchlist
Standout features: Product refresh includes tools like a customizable dock, stock side-by-side comparison, and enhanced charts., Mobile app: portfolio tracking, multiple watchlists, and syncing portfolios across devices., Alerts/notifications for news and stock pricing (e.g., price alerts, breaking news, earnings reports)., and Mobile listings describe coverage across stocks, ETFs, mutual funds, options, crypto, currencies, bonds, commodities, world indices and futures.
Similarity score 731Category overlap: 67%
Shared coverage
Data VisualizationsPortfolio
Assets: Stocks, Bonds, and Futures
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Watchlist, News, and Stock Comparison coverage beyond what Asset Allocation Interactive (AAI) offers.
- Standout features include Custom watchlists to follow securities and markets, with tailored news feeds for tracked symbols., Simple portfolio tools: add holdings with quantity, cost basis, and date; convert watchlists to portfolios; experiment with simulated “playground” portfolios; switch portfolio currency., and Performance tracking with one-day and total returns, plus portfolio value charts. Comparisons are based on time-weighted rate of return (TWR)..
- Pair it with Asset Allocation Interactive (AAI) if you still need Valuation Models.
Adds coverage: Watchlist, News, Stock Comparison, and Financials
Standout features: Custom watchlists to follow securities and markets, with tailored news feeds for tracked symbols., Simple portfolio tools: add holdings with quantity, cost basis, and date; convert watchlists to portfolios; experiment with simulated “playground” portfolios; switch portfolio currency., Performance tracking with one-day and total returns, plus portfolio value charts. Comparisons are based on time-weighted rate of return (TWR)., and Interactive charts, quotes, and aggregated financial news across global markets.
Similarity score 729Category overlap: 67%
Shared coverage
Data VisualizationsPortfolio
Assets: Stocks, Bonds, and Commodities
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- FT Markets (Markets data - Financial Times) adds mobile access for on-the-go monitoring.
- Expands into Watchlist, Alerts, and Compounding Calculator coverage beyond what Asset Allocation Interactive (AAI) offers.
- Standout features include Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., and Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news..
- Pair it with Asset Allocation Interactive (AAI) if you still need Valuation Models.
Adds coverage: Watchlist, Alerts, Compounding Calculator, and Screeners
Standout features: Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news., and Alerts can be managed on-site or via myFT email preferences.
Similarity score 716Category overlap: 100%
Shared coverage
Valuation ModelsData VisualizationsPortfolio
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what Asset Allocation Interactive (AAI) offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Investor Holdings
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 716Category overlap: 100%
Shared coverage
Valuation ModelsData VisualizationsPortfolio
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Simply Wall St adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Screeners, and Watchlist coverage beyond what Asset Allocation Interactive (AAI) offers.
- Standout features include Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., and Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)..
Adds coverage: Stock Ideas, Screeners, Watchlist, and Financials
Standout features: Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)., and Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.
Similarity score 716Category overlap: 100%
Shared coverage
Valuation ModelsData VisualizationsPortfolio
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what Asset Allocation Interactive (AAI) offers.
- Standout features include Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools..
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and ETF Comparison
Standout features: Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools., and Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
Similarity score 709Category overlap: 67%
Shared coverage
Valuation ModelsData Visualizations
Assets: Stocks, Commodities, and Currencies
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Stock Ideas, and Index Rebalancing coverage beyond what Asset Allocation Interactive (AAI) offers.
- Standout features include Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., and Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI..
- Pair it with Asset Allocation Interactive (AAI) if you still need Portfolio.
Adds coverage: Screeners, Stock Ideas, Index Rebalancing, and Watchlist
Standout features: Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI., and Built-in quantitative strategies such as Magic Formula, Graham, Dividend, F-Score and Net-nets leveraging the historical ratio database for stock idea generation.
Similarity score 704Category overlap: 100%
Shared coverage
Valuation ModelsData VisualizationsPortfolio
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Stock Comparison, and Watchlist coverage beyond what Asset Allocation Interactive (AAI) offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
Adds coverage: Screeners, Stock Comparison, Watchlist, and Investor Holdings
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Similarity score 704Category overlap: 100%
Shared coverage
Valuation ModelsData VisualizationsPortfolio
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what Asset Allocation Interactive (AAI) offers.
- Standout features include Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., and Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria..
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Watchlist
Standout features: Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria., and Valuation tooling with extensive forward and trailing multiples (e.g., EV/Sales, EV/EBITDA, P/FCF, P/E, REIT metrics like P/FFO and P/AFFO), historical multiple charts, peer comparisons via a Competitors tab and a Valuation Model Builder (Guided and Advanced) with plan‑based limits on saved models.
Similarity score 704Category overlap: 100%
Shared coverage
Valuation ModelsData VisualizationsPortfolio
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Backtesting, and Financials coverage beyond what Asset Allocation Interactive (AAI) offers.
- Standout features include Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., and Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude..
Adds coverage: Screeners, Backtesting, Financials, and Scores
Standout features: Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude., and (Silver+) Built-in backtesting of screens with yearly rebalancing; (Gold) adds quarterly and half-yearly rebalancing.
Similarity score 690Category overlap: 100%
Shared coverage
Valuation ModelsData VisualizationsPortfolio
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Stock Comparison, and ETF Overview coverage beyond what Asset Allocation Interactive (AAI) offers.
- Standout features include Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..
Adds coverage: Screeners, Stock Comparison, ETF Overview, and ETF Holdings
Standout features: Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., Custom watchlists with event notifications and alerts., and Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.
Similarity score 690Category overlap: 100%
Shared coverage
Valuation ModelsData VisualizationsPortfolio
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Watchlist, and News coverage beyond what Asset Allocation Interactive (AAI) offers.
- Standout features include Company analysis pages built around tables, charts and dashboards; includes watchlists, portfolio views, estimates, filters and news., Global equity coverage marketed as “over 100,000 stocks from around the world”, updated daily., and Stock scoring + valuation workflow: platform highlights “Stock Scoring” and “Valuation Templates”; company page also describes scoring plus “fair price” / “estimated valuation”..
Adds coverage: Screeners, Watchlist, News, and Calendar
Standout features: Company analysis pages built around tables, charts and dashboards; includes watchlists, portfolio views, estimates, filters and news., Global equity coverage marketed as “over 100,000 stocks from around the world”, updated daily., Stock scoring + valuation workflow: platform highlights “Stock Scoring” and “Valuation Templates”; company page also describes scoring plus “fair price” / “estimated valuation”., and Portfolio tracking with performance + dividends and “notifications for upcoming events”; portfolio entitlements scale by plan (1 portfolio / 20 positions on Pro; unlimited portfolios/positions on Pro+).
Similarity score 687Category overlap: 33%
Shared coverage
Portfolio
Assets: Stocks, Bonds, and Commodities
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Snowball Analytics adds mobile access for on-the-go monitoring.
- Expands into Watchlist, Backtesting, and Dividend coverage beyond what Asset Allocation Interactive (AAI) offers.
- Standout features include Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls..
- Pair it with Asset Allocation Interactive (AAI) if you still need Valuation Models and Data Visualizations.
Adds coverage: Watchlist, Backtesting, Dividend, and Dividends
Standout features: Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls., and User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
Similarity score 682Category overlap: 100%
Shared coverage
Valuation ModelsData VisualizationsPortfolio
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into 13F, 13D/13G, and Insider Data coverage beyond what Asset Allocation Interactive (AAI) offers.
- Standout features include Coverage scale: “10,000+ funds and 100K+ insiders.”, Insider Trading Tracker refreshed every ~5 minutes with filters for role, value, and recency., and Hedge Fund Tracker stream for 13F/13D/13G/Form 4 with time‑window and size filters; explains the 45‑day 13F lag..
Adds coverage: 13F, 13D/13G, Insider Data, and Institutional Data
Standout features: Coverage scale: “10,000+ funds and 100K+ insiders.”, Insider Trading Tracker refreshed every ~5 minutes with filters for role, value, and recency., Hedge Fund Tracker stream for 13F/13D/13G/Form 4 with time‑window and size filters; explains the 45‑day 13F lag., and Fund pages: AUM, holdings heatmaps, largest trades, performance history; option holdings when reported on 13F.
Similarity score 682Category overlap: 100%
Shared coverage
Valuation ModelsData VisualizationsPortfolio
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Watchlist, Dividends, and Alerts coverage beyond what Asset Allocation Interactive (AAI) offers.
- Standout features include Broker and bank integration through Plaid; accounts update automatically each night., Free plan includes one linked account, unlimited manual portfolios, basic dividend alerts, a dividend calculator, diversification analysis, and future value projections., and Premium plan adds unlimited linked accounts, hand-picked alerts (including ex-dividend and payment dates), the TYD Dividend Safety Score, stock analysis and popularity rankings, a dividend screener, watchlists, ad-free browsing, and priority support..
Adds coverage: Watchlist, Dividends, Alerts, and Screeners
Standout features: Broker and bank integration through Plaid; accounts update automatically each night., Free plan includes one linked account, unlimited manual portfolios, basic dividend alerts, a dividend calculator, diversification analysis, and future value projections., Premium plan adds unlimited linked accounts, hand-picked alerts (including ex-dividend and payment dates), the TYD Dividend Safety Score, stock analysis and popularity rankings, a dividend screener, watchlists, ad-free browsing, and priority support., and Dividend alerts cover declarations on the Free plan, with Premium extending to ex-dates, payment dates, and optional weekly recaps.
Similarity score 679Category overlap: 33%
Shared coverage
Portfolio
Assets: Stocks, Bonds, and Commodities
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Interactive Brokers (IBKR) adds mobile access for on-the-go monitoring.
- Expands into Brokerage, Advanced Order Types, and Smart/Direct Routing coverage beyond what Asset Allocation Interactive (AAI) offers.
- Standout features include Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products and CFDs., and Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms..
- Pair it with Asset Allocation Interactive (AAI) if you still need Valuation Models and Data Visualizations.
Adds coverage: Brokerage, Advanced Order Types, Smart/Direct Routing, and Paper Trading
Standout features: Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products and CFDs., Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms., and Client Portal includes advanced charting with technical indicators and a live news stream for specific products.
Similarity score 675Category overlap: 33%
Shared coverage
Data Visualizations
Assets: Bonds, Commodities, and Futures
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Data APIs, Calendar, and Central Bank Watcher coverage beyond what Asset Allocation Interactive (AAI) offers.
- Standout features include SDMX RESTful API for programmatic access to data & metadata; supports JSON, XML, CSV output; interactive API docs provided., Bulk downloads: each topic downloadable as a zipped CSV or SDMX file; topical packages show last‑updated stamps., and Release calendar with upcoming/past releases; exportable (CSV/Excel) and accessible via API; RSS feed available..
- Pair it with Asset Allocation Interactive (AAI) if you still need Valuation Models and Portfolio.
Adds coverage: Data APIs, Calendar, Central Bank Watcher, and Housing & Construction
Standout features: SDMX RESTful API for programmatic access to data & metadata; supports JSON, XML, CSV output; interactive API docs provided., Bulk downloads: each topic downloadable as a zipped CSV or SDMX file; topical packages show last‑updated stamps., Release calendar with upcoming/past releases; exportable (CSV/Excel) and accessible via API; RSS feed available., and Portal exports: Excel/CSV for selected time series (up to 4,500 series per export); Tables & Dashboards can be exported as PDF.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Data Visualizations×18Portfolio×18Valuation Models×12
New angles introduced
Categories the alternatives add beyond Asset Allocation Interactive (AAI).
Watchlist+17Screeners+16Financials+15Alerts+13Dividends+13News+13Calendar+11Education+10
Access & Pricing
Free options
18/20
18 of 20 alternatives keep a free tier for trials.
Mobile ready
10/20
10 alternatives bring native mobile access.
API availability
7/20
7 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
10 starred / 14 tested
10 tools are flagged as analyst picks; 14 have been hands-on tested.
Avg. coverage overlap
80%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Asset Allocation Interactive (AAI)?
Asset Allocation Interactive (AAI) users most often consider TradingView, Addepar, and Koyfin as their go-to alternatives.
Which alternatives keep a free tier?
TradingView, Koyfin, Yahoo Finance, Google Finance, FT Markets (Markets data - Financial Times), GuruFocus, Simply Wall St, Stock Rover, Börsdata, Fiscal.ai, TIKR, Uncle Stock, Stock Unlock, Tweenvest, Snowball Analytics, HedgeFollow, Track Your Dividends (TYD), and BIS Data Portal (Bank for International Settlements) offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Asset Allocation Interactive (AAI) alternatives cover?
Expect deep coverage across Data Visualizations, Portfolio, and Valuation Models, so you can port most Asset Allocation Interactive (AAI) workflows without much friction.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.