Stock Rover overlaps on Data Visualizations, Correlation, and Valuation Models and pushes into Screeners and ETF Screeners with Asset Allocation Interactive (AAI) — Research Affiliates and is the quickest matchup to review first.
VOL. XCIV, NO. 247
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Friday, October 17, 2025
Matchup hub
Compare Asset Allocation Interactive (AAI) — Research Affiliates
Every head-to-head showdown featuring Asset Allocation Interactive (AAI) — Research Affiliates. Review coverage overlap, standout differentiators, and pricing context before you request demos.
Quick takeaways
Stock Rover, ETF Insider, and Fiscal.ai keep freemium tiers so you can benchmark Asset Allocation Interactive (AAI) — Research Affiliates without committing budget.
Asset Allocation Interactive (AAI) — Research Affiliates rivals most often add coverage in Screeners, Financials, and Portfolio, so focus there when evaluating upgrades.
24
Matchups catalogued
19
Include free tiers
4
Offer mobile access
58%
Avg category overlap
Category heatmap
How Asset Allocation Interactive (AAI) — Research Affiliates stacks up
Spot the coverage themes most often compared against this tool and where rivals extend or lag.
Shared battlegrounds
Categories that appear in the majority of head-to-head matchups.
- Data Visualizations21
- Valuation Models12
- Correlation9
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Asset Allocation Interactive (AAI) — Research Affiliates.
- Screeners16
- Financials15
- Portfolio15
- Watchlist12
- ETF Overview10
- ETF Holdings9
Where Asset Allocation Interactive (AAI) — Research Affiliates stands alone
Categories that remain exclusive to Asset Allocation Interactive (AAI) — Research Affiliates across these matchups.
- Correlation15
- Valuation Models12
- Data Visualizations3
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push Asset Allocation Interactive (AAI) — Research Affiliates into new workflows.
Stock Rover
100% overlap
Editor’s pick
Hands-on review
Stock Rover overlaps on Data Visualizations, Correlation, and Valuation Models, adds Screeners, ETF Screeners, and Stock Comparison coverage, keeps a free plan on the table while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
Stock Rover adds
- Screeners
- ETF Screeners
- Stock Comparison
- ETF Comparison
Shared platforms
Web
Shared pricing
Free
ETF Insider
67% overlap
Editor’s pick
Hands-on review
ETF Insider overlaps on Data Visualizations and Correlation, adds ETF Overview, ETF Performance, and ETF Holdings coverage, keeps a free plan on the table while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
ETF Insider adds
- ETF Overview
- ETF Performance
- ETF Holdings
- ETF Factors
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Valuation Models
Shared platforms
Web
Shared pricing
Free
Fiscal.ai
67% overlap
Editor’s pick
Hands-on review
Fiscal.ai overlaps on Data Visualizations and Valuation Models, adds Screeners, Stock Comparison, and Portfolio coverage, keeps a free plan on the table while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
Fiscal.ai adds
- Screeners
- Stock Comparison
- Portfolio
- Watchlist
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Correlation
Shared platforms
Web
Shared pricing
Free
Portfolio123
67% overlap
Editor’s pick
Hands-on review
Portfolio123 overlaps on Data Visualizations and Correlation, adds Screeners, Quant, and Backtesting coverage, keeps a free plan on the table while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
Portfolio123 adds
- Screeners
- Quant
- Backtesting
- Portfolio
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Valuation Models
Shared platforms
Web
Shared pricing
Free
okama
67% overlap
Hands-on review
okama overlaps on Data Visualizations and Correlation, adds Quant, Portfolio, and Backtesting coverage, keeps a free plan on the table while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
okama adds
- Quant
- Portfolio
- Backtesting
- Risk Metrics (VaR/ES/Drawdown)
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Valuation Models
Shared platforms
Web
Shared pricing
Free
Portfolio Visualizer
67% overlap
Hands-on review
Portfolio Visualizer overlaps on Data Visualizations and Correlation, adds Quant, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown) coverage, keeps a free plan on the table while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
Portfolio Visualizer adds
- Quant
- Factor Exposure
- Risk Metrics (VaR/ES/Drawdown)
- Monte Carlo
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Valuation Models
Shared platforms
Web
Shared pricing
Free
Stock Unlock
67% overlap
Hands-on review
Stock Unlock overlaps on Data Visualizations and Valuation Models, adds Screeners, Stock Comparison, and ETF Overview coverage, keeps a free plan on the table while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
Stock Unlock adds
- Screeners
- Stock Comparison
- ETF Overview
- ETF Holdings
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Correlation
Shared platforms
Web
Shared pricing
Free
Finbox
67% overlap
Hands-on review
Finbox overlaps on Data Visualizations and Valuation Models, adds Screeners, Stock Ideas, and Stock Comparison coverage while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
Finbox adds
- Screeners
- Stock Ideas
- Stock Comparison
- Watchlist
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Correlation
Shared platforms
Web
YCharts
67% overlap
Hands-on review
YCharts overlaps on Data Visualizations and Correlation, adds Screeners, Stock Comparison, and ETF Comparison coverage while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
YCharts adds
- Screeners
- Stock Comparison
- ETF Comparison
- Portfolio
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Valuation Models
Shared platforms
Web
HedgeFollow
67% overlap
HedgeFollow overlaps on Data Visualizations and Valuation Models, adds 13F, 13D/13G, and Insider Data coverage, keeps a free plan on the table while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
HedgeFollow adds
- 13F
- 13D/13G
- Insider Data
- Institutional Data
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Correlation
Shared platforms
Web
Shared pricing
Free
MacroMicro
67% overlap
MacroMicro overlaps on Data Visualizations and Correlation, adds ETF Screeners, ETF Comparison, and Which ETF includes this Stock? coverage, keeps a free plan on the table while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
MacroMicro adds
- ETF Screeners
- ETF Comparison
- Which ETF includes this Stock?
- Calendar
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Valuation Models
Shared platforms
Web
Shared pricing
Free
Track Your Dividends (TYD)
67% overlap
Track Your Dividends (TYD) overlaps on Data Visualizations and Valuation Models, adds Portfolio, Watchlist, and Dividends coverage, keeps a free plan on the table while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
Track Your Dividends (TYD) adds
- Portfolio
- Watchlist
- Dividends
- Alerts
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Correlation
Shared platforms
Web
Shared pricing
Free
Trefis
67% overlap
Trefis overlaps on Data Visualizations and Valuation Models, adds Financials, Stock Comparison, and Blogs coverage, keeps a free plan on the table while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
Trefis adds
- Financials
- Stock Comparison
- Blogs
- Custom Dashboards
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Correlation
Shared platforms
Web
Shared pricing
Free
FullRatio
67% overlap
FullRatio overlaps on Data Visualizations and Valuation Models, adds Screeners, Stock Comparison, and Dividends coverage, keeps a free plan on the table while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
FullRatio adds
- Screeners
- Stock Comparison
- Dividends
- Financials
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Correlation
Shared platforms
Web
Shared pricing
Free
DeepVest (formerly Benjamin AI)
67% overlap
DeepVest (formerly Benjamin AI) overlaps on Data Visualizations and Correlation, adds Financials, Screeners, and News coverage while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
DeepVest (formerly Benjamin AI) adds
- Financials
- Screeners
- News
- Regulatory Filings Monitoring
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Valuation Models
Shared platforms
Web
FAST Graphs
67% overlap
FAST Graphs overlaps on Data Visualizations and Valuation Models, adds Screeners, Portfolio, and Watchlist coverage while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
FAST Graphs adds
- Screeners
- Portfolio
- Watchlist
- Financials
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Correlation
Shared platforms
Web
AmiBroker
67% overlap
AmiBroker overlaps on Data Visualizations and Correlation, adds Quant, Backtesting, and Screeners coverage while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
AmiBroker adds
- Quant
- Backtesting
- Screeners
- Monte Carlo
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Valuation Models
Damodaran — Cost of Capital by Sector (US)
33% overlap
Editor’s pick
Hands-on review
Damodaran — Cost of Capital by Sector (US) overlaps on Valuation Models, adds Financials, Interest Rates, and Education coverage, keeps a free plan on the table while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
Damodaran — Cost of Capital by Sector (US) adds
- Financials
- Interest Rates
- Education
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Data Visualizations
- Correlation
Shared platforms
Web
Shared pricing
Free
Damodaran Online (NYU Stern)
33% overlap
Editor’s pick
Hands-on review
Damodaran Online (NYU Stern) overlaps on Valuation Models, adds Financials, Interest Rates, and Education coverage, keeps a free plan on the table while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
Damodaran Online (NYU Stern) adds
- Financials
- Interest Rates
- Education
- Videos
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Data Visualizations
- Correlation
Shared platforms
Web
Shared pricing
Free
FINVIZ
33% overlap
Editor’s pick
Hands-on review
FINVIZ overlaps on Data Visualizations, adds Screeners, Portfolio, and Watchlist coverage, keeps a free plan on the table while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
FINVIZ adds
- Screeners
- Portfolio
- Watchlist
- Backtesting
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Correlation
- Valuation Models
Shared platforms
Web
Shared pricing
Free
Google Finance
33% overlap
Editor’s pick
Hands-on review
Google Finance overlaps on Data Visualizations, adds Watchlist, Portfolio, and News coverage, keeps a free plan on the table while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
Google Finance adds
- Watchlist
- Portfolio
- News
- Stock Comparison
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Correlation
- Valuation Models
Shared platforms
Web
Shared pricing
Free
GuruFocus
33% overlap
Editor’s pick
Hands-on review
GuruFocus overlaps on Valuation Models, adds Screeners, Stock Ideas, and Stock Comparison coverage, keeps a free plan on the table while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
GuruFocus adds
- Screeners
- Stock Ideas
- Stock Comparison
- Portfolio
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Data Visualizations
- Correlation
Shared platforms
Web
Shared pricing
Free
Koyfin
33% overlap
Editor’s pick
Hands-on review
Koyfin overlaps on Data Visualizations, adds Screeners, ETF Screeners, and News coverage, keeps a free plan on the table while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
Koyfin adds
- Screeners
- ETF Screeners
- News
- Alerts
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Correlation
- Valuation Models
Shared platforms
Web
Shared pricing
Free
OpenInsider
33% overlap
Editor’s pick
Hands-on review
OpenInsider overlaps on Data Visualizations, adds Screeners, Insider Data, and Regulatory Filings Monitoring coverage, keeps a free plan on the table while matching Asset Allocation Interactive (AAI) — Research Affiliates.
Shared categories
OpenInsider adds
- Screeners
- Insider Data
- Regulatory Filings Monitoring
Asset Allocation Interactive (AAI) — Research Affiliates keeps to itself
- Correlation
- Valuation Models
Shared platforms
Web
Shared pricing
Free
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.