VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Tuesday, February 24, 2026
Tool Comparison
Addepar vs Asset Allocation Interactive (AAI) comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Asset Allocation Interactive (AAI)
interactive.researchaffiliates.com
At a glance
Tool
Addepar
—
Starting price
Plans & pricing
Tool
Asset Allocation Interactive (AAI)
—
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | Addepar | Asset Allocation Interactive (AAI) |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | StocksBondsCommoditiesFuturesCurrenciesReal EstateHedge FundsPrivate FundsOther |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Data freshness | End of Day | Not specified |
API access | REST | Not specified |
Export formats | JSONPDF | Not specified |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Addepar only.
Categories covered by Asset Allocation Interactive (AAI) only.
Frequently Asked Questions
What's the difference between Addepar and Asset Allocation Interactive (AAI)?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Asset Allocation Interactive (AAI) specializes in Valuation Models, Data Visualizations, and Portfolio. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
Is Addepar or Asset Allocation Interactive (AAI) free to use?
Asset Allocation Interactive (AAI) offers a free tier that lets you get started without paying, while Addepar requires a subscription. If budget is a concern, start with Asset Allocation Interactive (AAI) and upgrade later if you need more advanced features.
Can I use Addepar or Asset Allocation Interactive (AAI) on my phone?
Addepar has a mobile app so you can check your research on the go. Asset Allocation Interactive (AAI) is web-only, so you'll need a browser to access it from mobile devices.
Does Addepar or Asset Allocation Interactive (AAI) have an API?
Addepar provides API access for programmatic data retrieval and custom integrations. Asset Allocation Interactive (AAI) doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Addepar or Asset Allocation Interactive (AAI)?
Choose Addepar if you need 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., and 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]. Go with Asset Allocation Interactive (AAI) if Long-term capital market expectations tool with model portfolios; users can create, save, and blend customized portfolios., and Updated monthly; covers expected returns for more than 140 assets converted into six global currencies. better fits how you invest.
What asset classes do Addepar and Asset Allocation Interactive (AAI) cover?
Both cover Stocks, Bonds, Currencies, Private Funds, Real Estate, and Futures. Addepar also includes ETFs, Mutual Funds, Closed-End Funds, Funds, Options, and Cryptos. Asset Allocation Interactive (AAI) adds coverage for Commodities, Hedge Funds, and Other.
Can Addepar or Asset Allocation Interactive (AAI) connect to my broker?
Addepar connects with brokers for portfolio syncing. Asset Allocation Interactive (AAI) requires manual portfolio entry or data import.
Can I track my portfolio with Addepar or Asset Allocation Interactive (AAI)?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
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These profiles share overlapping coverage with both sides of this matchup.
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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.