Stock Rover is the closest drop-in replacement with overlapping coverage in Data Visualizations, Correlation, and Valuation Models while adding Screeners and ETF Screeners coverage and Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier). and Flexible screening: ranked screening, historical screening, and custom equation builders. features (category overlap ~100%).
VOL. XCIV, NO. 247
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Sunday, October 5, 2025
Programmatic picks
Alternatives to Asset Allocation Interactive (AAI) — Research Affiliates
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Asset Allocation Interactive (AAI) — Research Affiliates against peers before committing to a long-term plan.
Quick takeaways
Free tiers remain available through Stock Rover, Portfolio Visualizer, MacroMicro, okama, Damodaran Online (NYU Stern), Fiscal.ai, ETF Insider, Portfolio123, Stock Unlock, Koyfin, Track Your Dividends (TYD), TradingView, Trefis, FT Markets (Markets data — Financial Times), MarketWatch, Yahoo Finance, FRED (Federal Reserve Economic Data), and Beanvest for side-by-side testing.
Need mobile access? Stock Rover, Fiscal.ai, and Koyfin bring phone-ready workflows that Asset Allocation Interactive (AAI) — Research Affiliates lacks.
Round out your stack with new coverage areas like Screeners, ETF Screeners, Stock Comparison, and ETF Comparison.
Similarity score 756
Category overlap: 100%Shared coverage
Data Visualizations
Correlation
Valuation Models
Assets: Stocks
Experience: Beginner, 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) — Research Affiliates offers.
- Standout features include Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and ETF Comparison
Standout features: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support., and Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Similarity score 697
Category overlap: 67%Shared coverage
Data Visualizations
Correlation
Assets: Stocks, Bonds, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Quant, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown) coverage beyond what Asset Allocation Interactive (AAI) — Research Affiliates offers.
- Standout features include Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., and Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model..
- Pair it with Asset Allocation Interactive (AAI) — Research Affiliates if you still need Valuation Models.
Adds coverage: Quant, Factor Exposure, Risk Metrics (VaR/ES/Drawdown), and Monte Carlo
Standout features: Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model., and Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.
Similarity score 689
Category overlap: 67%Shared coverage
Data Visualizations
Correlation
Assets: Stocks, Bonds, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into ETF Screeners, ETF Comparison, and Which ETF includes this Stock? coverage beyond what Asset Allocation Interactive (AAI) — Research Affiliates offers.
- Standout features include Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., and Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting..
- Pair it with Asset Allocation Interactive (AAI) — Research Affiliates if you still need Valuation Models.
Adds coverage: ETF Screeners, ETF Comparison, Which ETF includes this Stock?, and Calendar
Standout features: Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting., and Economic Calendar with Google/Apple Calendar sync (available to annual-plan subscribers).
Similarity score 637
Category overlap: 67%Shared coverage
Data Visualizations
Correlation
Assets: Stocks and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Quant, Portfolio, and Backtesting coverage beyond what Asset Allocation Interactive (AAI) — Research Affiliates offers.
- Standout features include 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..
- Pair it with Asset Allocation Interactive (AAI) — Research Affiliates if you still need Valuation Models.
Adds coverage: Quant, Portfolio, Backtesting, and Risk Metrics (VaR/ES/Drawdown)
Standout features: 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., and Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.
Similarity score 617
Category overlap: 33%Shared coverage
Valuation Models
Assets: Stocks, Bonds, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Financials, Interest Rates, and Education coverage beyond what Asset Allocation Interactive (AAI) — Research Affiliates offers.
- Standout features include Annual data library covering corporate-finance and valuation metrics, with the latest update in January and mid-year updates for country risk premiums., Downloadable Excel spreadsheets with datasets such as historical returns, industry betas, valuation multiples, cost of capital estimates, and country risk premiums., and Long-run U.S. return series since 1928, including equities, small caps, Treasury bills, 10-year bonds, Baa corporates, real estate, and gold..
- Pair it with Asset Allocation Interactive (AAI) — Research Affiliates if you still need Data Visualizations and Correlation.
Adds coverage: Financials, Interest Rates, Education, and Videos
Standout features: Annual data library covering corporate-finance and valuation metrics, with the latest update in January and mid-year updates for country risk premiums., Downloadable Excel spreadsheets with datasets such as historical returns, industry betas, valuation multiples, cost of capital estimates, and country risk premiums., Long-run U.S. return series since 1928, including equities, small caps, Treasury bills, 10-year bonds, Baa corporates, real estate, and gold., and Monthly updates for the U.S. implied equity risk premium, provided as a downloadable spreadsheet.
Similarity score 603
Category overlap: 67%Shared coverage
Data Visualizations
Valuation Models
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Fiscal.ai adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Comparison, and Portfolio coverage beyond what Asset Allocation Interactive (AAI) — Research Affiliates offers.
- Standout features include Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..
- Pair it with Asset Allocation Interactive (AAI) — Research Affiliates if you still need Correlation.
Adds coverage: Screeners, Stock Comparison, Portfolio, and Watchlist
Standout features: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., and Analyst data including forward estimates, revisions, price targets, and ratings.
Similarity score 591
Category overlap: 67%Shared coverage
Data Visualizations
Correlation
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into ETF Overview, ETF Performance, and ETF Holdings coverage beyond what Asset Allocation Interactive (AAI) — Research Affiliates offers.
- Standout features include Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., and Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations..
- Pair it with Asset Allocation Interactive (AAI) — Research Affiliates if you still need Valuation Models.
Adds coverage: ETF Overview, ETF Performance, ETF Holdings, and ETF Factors
Standout features: Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations., and ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels.
Similarity score 591
Category overlap: 67%Shared coverage
Data Visualizations
Correlation
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Quant, and Backtesting coverage beyond what Asset Allocation Interactive (AAI) — Research Affiliates offers.
- Standout features include Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..
- Pair it with Asset Allocation Interactive (AAI) — Research Affiliates if you still need Valuation Models.
Adds coverage: Screeners, Quant, Backtesting, and Portfolio
Standout features: Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging., and ‘Books’ feature to combine multiple strategies and view correlations between them.
Similarity score 577
Category overlap: 67%Shared coverage
Data Visualizations
Valuation Models
Assets: Stocks
Experience: Beginner, 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) — Research Affiliates 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..
- Pair it with Asset Allocation Interactive (AAI) — Research Affiliates if you still need Correlation.
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 569
Category overlap: 33%Shared coverage
Data Visualizations
Assets: Stocks, Bonds, and Commodities
Experience: Beginner, 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 News coverage beyond what Asset Allocation Interactive (AAI) — Research Affiliates offers.
- Standout features include Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
- Pair it with Asset Allocation Interactive (AAI) — Research Affiliates if you still need Correlation and Valuation Models.
Adds coverage: Screeners, ETF Screeners, News, and Alerts
Standout features: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., and Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Similarity score 569
Category overlap: 67%Shared coverage
Data Visualizations
Valuation Models
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Portfolio, Watchlist, and Dividends coverage beyond what Asset Allocation Interactive (AAI) — Research Affiliates 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..
- Pair it with Asset Allocation Interactive (AAI) — Research Affiliates if you still need Correlation.
Adds coverage: Portfolio, Watchlist, Dividends, and Alerts
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 569
Category overlap: 33%Shared coverage
Data Visualizations
Assets: Stocks, Bonds, and Commodities
Experience: Beginner, 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 Stock Ideas coverage beyond what Asset Allocation Interactive (AAI) — Research Affiliates offers.
- Standout features include Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
- Pair it with Asset Allocation Interactive (AAI) — Research Affiliates if you still need Correlation and Valuation Models.
Adds coverage: Screeners, ETF Screeners, Stock Ideas, and Options & Derivatives
Standout features: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations., and Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
Similarity score 569
Category overlap: 67%Shared coverage
Data Visualizations
Valuation Models
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Financials, Stock Comparison, and Blogs coverage beyond what Asset Allocation Interactive (AAI) — Research Affiliates offers.
- Standout features include Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates., and Export reports, charts, and scenarios as PDF, Excel, or image files..
- Pair it with Asset Allocation Interactive (AAI) — Research Affiliates if you still need Correlation.
Adds coverage: Financials, Stock Comparison, Blogs, and Custom Dashboards
Standout features: Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates., Export reports, charts, and scenarios as PDF, Excel, or image files., and Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.
Similarity score 555
Category overlap: 33%Shared coverage
Data Visualizations
Assets: Stocks, Bonds, and Commodities
Experience: Beginner, 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 Portfolio, Watchlist, and Alerts coverage beyond what Asset Allocation Interactive (AAI) — Research Affiliates 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) — Research Affiliates if you still need Correlation and Valuation Models.
Adds coverage: Portfolio, Watchlist, Alerts, and Compounding Calculator
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 555
Category overlap: 33%Shared coverage
Data Visualizations
Assets: Stocks, Bonds, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- MarketWatch adds mobile access for on-the-go monitoring.
- Expands into News, Alerts, and Calendar coverage beyond what Asset Allocation Interactive (AAI) — Research Affiliates offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with Asset Allocation Interactive (AAI) — Research Affiliates if you still need Correlation and Valuation Models.
Adds coverage: News, Alerts, Calendar, and Screeners
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Similarity score 555
Category overlap: 33%Shared coverage
Data Visualizations
Assets: Stocks, Bonds, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Yahoo Finance adds mobile access for on-the-go monitoring.
- Expands into Screeners, Watchlist, and Portfolio coverage beyond what Asset Allocation Interactive (AAI) — Research Affiliates offers.
- Standout features include Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
- Pair it with Asset Allocation Interactive (AAI) — Research Affiliates if you still need Correlation and Valuation Models.
Adds coverage: Screeners, Watchlist, Portfolio, and News
Standout features: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data., and Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Similarity score 547
Category overlap: 67%Shared coverage
Data Visualizations
Valuation Models
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Why investors switch
- Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what Asset Allocation Interactive (AAI) — Research Affiliates offers.
- Standout features include Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa., Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics., and CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional)..
- Pair it with Asset Allocation Interactive (AAI) — Research Affiliates if you still need Correlation.
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Watchlist
Standout features: Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa., Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics., CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional)., and Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates.
Similarity score 547
Category overlap: 33%Shared coverage
Data Visualizations
Assets: Stocks, Bonds, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- FRED (Federal Reserve Economic Data) adds mobile access for on-the-go monitoring.
- Expands into Data APIs, Calendar, and Inflation Rates coverage beyond what Asset Allocation Interactive (AAI) — Research Affiliates offers.
- Standout features include Access to over 840,000 time series from more than 100 official and third-party sources, all browsable and downloadable online., Official REST API covering both FRED and ALFRED, with endpoints for categories, releases, series, and sources., and Flexible output formats including JSON, XML, Excel, and CSV for easy integration..
- Pair it with Asset Allocation Interactive (AAI) — Research Affiliates if you still need Correlation and Valuation Models.
Adds coverage: Data APIs, Calendar, Inflation Rates, and Unemployment Rates
Standout features: Access to over 840,000 time series from more than 100 official and third-party sources, all browsable and downloadable online., Official REST API covering both FRED and ALFRED, with endpoints for categories, releases, series, and sources., Flexible output formats including JSON, XML, Excel, and CSV for easy integration., and ALFRED (the archival database) provides point-in-time vintages, letting you track historical revisions exactly as they were published.
Similarity score 547
Category overlap: 67%Shared coverage
Data Visualizations
Correlation
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Why investors switch
- Expands into Screeners, Stock Comparison, and ETF Comparison coverage beyond what Asset Allocation Interactive (AAI) — Research Affiliates offers.
- Standout features include 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..
- Pair it with Asset Allocation Interactive (AAI) — Research Affiliates if you still need Valuation Models.
Adds coverage: Screeners, Stock Comparison, ETF Comparison, and Portfolio
Standout features: 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., and Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Similarity score 543
Category overlap: 33%Shared coverage
Valuation Models
Assets: Stocks, Bonds, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Portfolio, Financials, and Insider Data coverage beyond what Asset Allocation Interactive (AAI) — Research Affiliates offers.
- Standout features include Coverage of more than 250,000 assets — including stocks, ETFs, mutual funds, commodities, bonds, and crypto — across global exchanges., Portfolio performance tracking that incorporates fees, FX, and dividends; compare returns against any index or even custom blends (e.g. 80% MSCI World + 20% AAPL)., and Allocation charts break down holdings by asset class, currency, sector, industry, country, and market cap..
- Pair it with Asset Allocation Interactive (AAI) — Research Affiliates if you still need Data Visualizations and Correlation.
Adds coverage: Portfolio, Financials, Insider Data, and Broker Connectors
Standout features: Coverage of more than 250,000 assets — including stocks, ETFs, mutual funds, commodities, bonds, and crypto — across global exchanges., Portfolio performance tracking that incorporates fees, FX, and dividends; compare returns against any index or even custom blends (e.g. 80% MSCI World + 20% AAPL)., Allocation charts break down holdings by asset class, currency, sector, industry, country, and market cap., and Broker sync for DEGIRO accounts (Premium only), with credentials stored using AES-256 and updates within ~15 minutes.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Data Visualizations×18
Valuation Models×8
Correlation×7
New angles introduced
Categories the alternatives add beyond Asset Allocation Interactive (AAI) — Research Affiliates.
Financials+13
Portfolio+13
Screeners+12
Watchlist+12
Alerts+10
Calendar+9
ETF Overview+9
ETF Holdings+8
Access & Pricing
Free options
18/20
18 of 20 alternatives keep a free tier for trials.
Mobile ready
8/20
8 alternatives bring native mobile access.
API availability
7/20
7 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
7 starred / 16 tested
7 tools are flagged as analyst picks; 16 have been hands-on tested.
Avg. coverage overlap
55%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Asset Allocation Interactive (AAI) — Research Affiliates?
Asset Allocation Interactive (AAI) — Research Affiliates users most often consider Stock Rover, Portfolio Visualizer, and MacroMicro as their go-to alternatives.
Which alternatives keep a free tier?
Stock Rover, Portfolio Visualizer, MacroMicro, okama, Damodaran Online (NYU Stern), Fiscal.ai, ETF Insider, Portfolio123, Stock Unlock, Koyfin, Track Your Dividends (TYD), TradingView, Trefis, FT Markets (Markets data — Financial Times), MarketWatch, Yahoo Finance, FRED (Federal Reserve Economic Data), and Beanvest 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) — Research Affiliates alternatives cover?
Expect deep coverage across Correlation, Data Visualizations, and Valuation Models, so you can port most Asset Allocation Interactive (AAI) — Research Affiliates 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!
OR
Starred 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.