Asset Allocation Interactive (AAI) — Research Affiliates adds Data Visualizations, and Correlation coverage that Beanvest skips.
VOL. XCIV, NO. 247
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Sunday, October 5, 2025
Head-to-head
Asset Allocation Interactive (AAI) — Research Affiliates vs Beanvest comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Beanvest includes Portfolio, Financials, Insider Data, and Broker Connectors categories that Asset Allocation Interactive (AAI) — Research Affiliates omits.
Asset Allocation Interactive (AAI) — Research Affiliates highlights: Two expected-return models: one valuation-driven and one based on yield and growth, with the option to blend them., Interactive Portfolio Builder lets you create, save, and analyze custom portfolios., and Coverage spans more than 140 assets and model portfolios, available in six base currencies (USD, EUR, GBP, JPY, AUD, CAD). Expectations are refreshed monthly and remain free to access..
Beanvest is known for: 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..
Asset Allocation Interactive (AAI) — Research Affiliates
interactive.researchaffiliates.com
Editor’s pick Hands-on review
A free interactive platform that publishes Research Affiliates’ capital market expectations each month. You can explore expected returns, correlations, and efficient frontiers across a wide set of asset classes and geographies. Excel downloads are available (though without full time-series) and charts can be exported. All results are model-based, hypothetical, and provided for informational purposes only.
Platforms
Web
Pricing
Free
Quick highlights
- Two expected-return models: one valuation-driven and one based on yield and growth, with the option to blend them.
- Interactive Portfolio Builder lets you create, save, and analyze custom portfolios.
- Coverage spans more than 140 assets and model portfolios, available in six base currencies (USD, EUR, GBP, JPY, AUD, CAD). Expectations are refreshed monthly and remain free to access.
- Country dashboards provide data for 41 equity markets (22 developed, 19 emerging), including GDP trends, CAPE ratios, and inflation views.
- Correlation view displays a full heat-map matrix of expected cross-asset relationships.
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Beanvest
beanvest.com
Hands-on review
Portfolio tracking and valuation platform with both free and premium tiers. The free plan supports a single portfolio with up to 20 holdings. Premium unlocks benchmarks, DEGIRO broker sync, and other features, with most price data updated every 15 minutes (some assets end-of-day). Automatic dividend adjustment is marked as 'coming soon' for Premium.
Platforms
Web
Pricing
Free
Subscription
Quick highlights
- 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.
- Broker sync for DEGIRO accounts (Premium only), with credentials stored using AES-256 and updates within ~15 minutes.
- CSV import supported, with templates and guides for DEGIRO and Interactive Brokers exports.
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Overlap
Shared focus areas
1 overlapBoth tools cover this research theme.
Where they differ
Asset Allocation Interactive (AAI) — Research Affiliates
Distinct strengths include:
- Two expected-return models: one valuation-driven and one based on yield and growth, with the option to blend them.
- Interactive Portfolio Builder lets you create, save, and analyze custom portfolios.
- Coverage spans more than 140 assets and model portfolios, available in six base currencies (USD, EUR, GBP, JPY, AUD, CAD). Expectations are refreshed monthly and remain free to access.
- Country dashboards provide data for 41 equity markets (22 developed, 19 emerging), including GDP trends, CAPE ratios, and inflation views.
Beanvest
Distinct strengths 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).
- Allocation charts break down holdings by asset class, currency, sector, industry, country, and market cap.
- Broker sync for DEGIRO accounts (Premium only), with credentials stored using AES-256 and updates within ~15 minutes.
Feature-by-feature breakdown
| Attribute | Asset Allocation Interactive (AAI) — Research Affiliates | Beanvest |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Valuation Models Unique: Data Visualizations, Correlation | Shared: Valuation Models Unique: Portfolio, Financials, Insider Data, Broker Connectors |
Asset types Supported asset classes and universes | Stocks, Bonds, Commodities, Real Estate | Stocks, ETFs, Mutual Funds, Bonds, Commodities, Cryptos |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web |
Pricing High-level pricing models | Free | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Asset Allocation Interactive (AAI) — Research Affiliates and Beanvest both support?
Both platforms cover Valuation Models workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Asset Allocation Interactive (AAI) — Research Affiliates and Beanvest require subscriptions?
Both Asset Allocation Interactive (AAI) — Research Affiliates and Beanvest keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Asset Allocation Interactive (AAI) — Research Affiliates and Beanvest?
Both Asset Allocation Interactive (AAI) — Research Affiliates and Beanvest prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
Asset Allocation Interactive (AAI) — Research Affiliates differentiates itself with Two expected-return models: one valuation-driven and one based on yield and growth, with the option to blend them., Interactive Portfolio Builder lets you create, save, and analyze custom portfolios., and Coverage spans more than 140 assets and model portfolios, available in six base currencies (USD, EUR, GBP, JPY, AUD, CAD). Expectations are refreshed monthly and remain free to access., whereas Beanvest stands out for 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..
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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.