Asset Allocation Interactive (AAI) - Research Affiliates vs Beanvest comparison

Both platforms cover Valuation Models workflows, so you can research those use cases in either tool before digging into the feature differences below.

Both Asset Allocation Interactive (AAI) - Research Affiliates and Beanvest keep freemium access with optional paid upgrades, so you can trial each platform before committing.

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.

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..