VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Thursday, January 8, 2026
Asset Allocation Interactive (AAI) Review, Pricing, and Features
Asset Allocation Interactive (AAI)
Free Research Affiliates web tool for capital market expectations and portfolio construction. Forecasts are simulated/hypothetical and for informational purposes only; projections are in USD unless otherwise specified.
Community votes (overall)
Key features
- Long-term capital market expectations tool with model portfolios; users can create, save, and blend customized portfolios.
- Updated monthly; covers expected returns for more than 140 assets converted into six global currencies.
- Two expected-return models: valuation-dependent and yield-and-growth; forecasts use a 10-year horizon and are shown as annualized geometric averages.
- Includes portfolio build & analysis, interactive charts, historical vs expected returns, and country dashboards (public equity assets for 41 countries).
- Provides long-term expected return and risk forecasts for core asset classes and portfolios.
- UI supports download and print actions (export file formats not specified in the cited sources).
- Recent additions include expected returns for systematic equity strategies (including value/growth breakout noted by Research Affiliates).
FAQ
Is Asset Allocation Interactive (AAI) free?
Asset Allocation Interactive (AAI) is free to use. Visit the vendor site for the latest limits and onboarding details.
Who is Asset Allocation Interactive (AAI) best for?
Asset Allocation Interactive (AAI) is built for Retail Traders, Pro Retail, Institutional Investors, Financial Advisors, Analysts, and Students/Researchers. It suits intermediate and advanced users.
What platforms and connections does Asset Allocation Interactive (AAI) support?
You can use Asset Allocation Interactive (AAI) on Web.
Which markets does Asset Allocation Interactive (AAI) cover?
It tracks Stocks, Bonds, Commodities, Futures, Currencies, Real Estate + 3 more.
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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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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.