★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Addepar vs Asset Allocation Interactive (AAI)
Start here
Addepar
Contact for pricing · Web · Mobile · API
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You care about wealth management, advisor operations, and tax lots / lot optimization, things Asset Allocation Interactive (AAI) doesn't offer
Pick Asset Allocation Interactive (AAI) instead if
Asset Allocation Interactive (AAI)
Free · Web
- You'd rather start free and only pay if you outgrow it
- You care about valuation models, something Addepar doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Addepar and Asset Allocation Interactive (AAI) cover a lot of the same ground (2 shared categories, portfolio and data visualizations), so for the basics you won't go far wrong with either. Addepar simply does more: 7 categories to Asset Allocation Interactive (AAI)'s 3, including wealth management, advisor operations, and tax lots / lot optimization, plus a mobile app. Asset Allocation Interactive (AAI) counters by being completely free.
What readers say
Addepar
Vote once to reveal the community verdict.
Asset Allocation Interactive (AAI)
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Key differences at a glance
- Free plan
- Asset Allocation Interactive (AAI)
- Broader coverage
- Addepar7 vs 3 categories
- Mobile app
- Addepar
- API access
- Addepar
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | Free |
Free tier | No | Yes |
Free trial | — | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Broker sync | Yes | — |
Integrations | Fidelity, Schwab +8 more | — |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Institutional Investors, Financial Advisors +3 more | Retail Traders, Pro Retail +4 more |
Categories covered | 7 | 3 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 6 signals: Latency: End of Day, Granularity: EOD +4 more | Multi-currency |
Data partners | 5 partners: ICE Data Services, Morningstar +3 more | — |
Capabilities | 20 signals: Broker sync, Tax lots +18 more | — |
Security | Role-based access | — |
| Try it | Visit Addepar | Visit Asset Allocation Interactive (AAI) |
Where each one shines
What Addepar and Asset Allocation Interactive (AAI) each do best.ShowHide
Where each one shines
What Addepar and Asset Allocation Interactive (AAI) each do best.What Addepar does best
- Aggregate complex portfolios across custodians, managers, entities, households, currencies, public markets, private funds, real estate, digital assets, and custom assets.
- Use a single data model for portfolio accounting, analytics, client reporting, dashboards, billing, tax lots, and advisor/client portal experiences.
- Create branded client-ready reports and dashboards with configurable layouts, templates, visualizations, and stakeholder-specific views.
- Use Addepar Trading for model-based trading, drift monitoring, rebalancing, block trading, and account or household-level portfolio workflows where licensed.
- Use Navigator for projection and scenario workflows around cash flows, capital market assumptions, and complex private-market investments where available.
What Asset Allocation Interactive (AAI) does best
- Explore long-term capital market assumptions for more than 140 assets across equities, bonds, commodities, currencies, real estate, hedge funds, private assets, and other asset classes.
- Compare expected returns across six global currencies, with projections shown as annualized geometric averages over a 10-year horizon.
- Switch between Research Affiliates’ valuation-dependent and yield-and-growth expected-return models to understand how assumptions change the forecast.
- Build, save, customize, and blend model portfolios for strategic allocation analysis rather than single-stock research.
- Review expected return and risk forecasts for individual asset classes and complete portfolios in an interactive web interface.
Every detail we compared
Every tracked attribute for Addepar and Asset Allocation Interactive (AAI), side by side.ShowHide
Every detail we compared
Every tracked attribute for Addepar and Asset Allocation Interactive (AAI), side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate Funds+4 more | StocksBondsCommoditiesFuturesCurrenciesReal EstateHedge FundsPrivate Funds+1 more |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Institutional InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset Managers | Retail TradersPro RetailInstitutional InvestorsFinancial AdvisorsAnalystsStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: CUSIP, ISIN, SEDOL, and Ticker | Not specified |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | Vendor | Not specified |
Data partners | ICE Data ServicesMorningstarPitchBookCambridge AssociatesHedge Fund Research (HFR) | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKey and OAuth2Docs | Not specified |
Import methods | CustodianManual | Not specified |
Integrations | FidelitySchwabICEMorningstarPitchBookCoinbaseEaglebrookCambridge Associates+2 more | Not specified |
Export formats | JSONPDF | Excel |
| Plans & trust | ||
Security & compliance | Role-based access | Not specified |
Capability signals | Broker syncTax lotsWash sale detectionRebalancingMulti-currencyCost basis: FIFO and LIFOHouseholdingMulti-entity structures+12 more | Not specified |
Vendor & support | Addepar, Inc.Country: United StatesSupport: Email, Phone, and Forum | Research Affiliates, LLCCountry: United StatesFounded 2002 |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | — | Free |
| Custom / enterprise | Contact sales“Platform (SaaS)” | — |
Questions we keep getting
What's the difference between Addepar and Asset Allocation Interactive (AAI)?
Addepar leans toward wealth management, portfolio, and advisor operations, while Asset Allocation Interactive (AAI) puts more weight on valuation models, data visualizations, and portfolio. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Addepar or Asset Allocation Interactive (AAI) free to use?
Asset Allocation Interactive (AAI) has a free tier, so you can get started without paying anything. Addepar is paid-only. If budget matters, start with Asset Allocation Interactive (AAI) and see how far it takes you before opening your wallet.
Can I use Addepar or Asset Allocation Interactive (AAI) on my phone?
Addepar lists a dedicated mobile app, so it travels better. Asset Allocation Interactive (AAI) doesn't list a dedicated mobile app; its documented access is web.
Does Addepar or Asset Allocation Interactive (AAI) have an API?
Addepar has an API for programmatic access and custom integrations. Asset Allocation Interactive (AAI) doesn't, so you're working through its interface.
Should I choose Addepar or Asset Allocation Interactive (AAI)?
It depends on what you're after. Pick Addepar if wealth management and advisor operations matter to you; go with Asset Allocation Interactive (AAI) if you'd rather have valuation models. And if you only need the basics both share, let price decide.
What asset classes do Addepar and Asset Allocation Interactive (AAI) cover?
Both cover stocks, bonds, currencies, and private funds. Addepar also handles ETFs, mutual funds, and closed-end funds. Asset Allocation Interactive (AAI) adds commodities, hedge funds, and other on top.
Can I export data from Addepar and Asset Allocation Interactive (AAI)?
Asset Allocation Interactive (AAI) exports to Excel. Addepar is stingier about getting data out.
Can I track my portfolio with Addepar or Asset Allocation Interactive (AAI)?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.