VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, December 4, 2025

Tool Comparison

Asset Allocation Interactive (AAI) — Research Affiliates vs FAST Graphs comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Asset Allocation Interactive (AAI) — Research Affiliates adds Correlation coverage that FAST Graphs skips.

FAST Graphs includes Screeners, Portfolio, Watchlist, Financials, Analyst Forecasts, and Dividend categories that Asset Allocation Interactive (AAI) — Research Affiliates omits.

Asset Allocation Interactive (AAI) — Research Affiliates has a free tier, while FAST Graphs requires a paid plan.

In depth comparison

Asset Allocation Interactive (AAI) — Research Affiliates logo

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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FAST Graphs logo

FAST Graphs

fastgraphs.com

Equity research platform built around “Fundamentals Analyzer Software Tool” charts. Offers two tiers (Basic vs. Premium) with U.S. and Canada coverage (~18,000 tickers) and an optional International add-on (~80,000 tickers). Premium unlocks advanced features like Financials, FUN Graphs, Fiscal Fitness, screening, and full valuation metrics. New users can trial the service free for 7 days.

Platforms

Web

Pricing

Subscription

Quick highlights

  • Two plan levels: Basic covers U.S. and Canadian equities with core charting, historical performance, and simple forecasting tools. Premium adds advanced features like Financials, FUN Graphs, Fiscal Fitness, screening, and preset portfolios. An International add-on extends coverage to ~80,000 additional global stocks.
  • Valuation metrics available directly on charts — eight in total (earnings, cash flow, EBITDA, EBIT, and sales). Basic includes five, Premium includes all eight.
  • Forecasting calculators support multiple approaches: analyst estimates, normal multiple, long-term growth, historical CAGR, and custom scenarios.
  • Analyst Scorecard shows how accurate past analyst estimates have been for the selected company.
  • Full financial statements (income, balance sheet, cash flow) available in Premium, with up to 20 years of annual data and 20 quarters of quarterly data.

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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.

FAST Graphs

Distinct strengths include:

  • Two plan levels: Basic covers U.S. and Canadian equities with core charting, historical performance, and simple forecasting tools. Premium adds advanced features like Financials, FUN Graphs, Fiscal Fitness, screening, and preset portfolios. An International add-on extends coverage to ~80,000 additional global stocks.
  • Valuation metrics available directly on charts — eight in total (earnings, cash flow, EBITDA, EBIT, and sales). Basic includes five, Premium includes all eight.
  • Forecasting calculators support multiple approaches: analyst estimates, normal multiple, long-term growth, historical CAGR, and custom scenarios.
  • Analyst Scorecard shows how accurate past analyst estimates have been for the selected company.

Feature-by-feature breakdown

AttributeAsset Allocation Interactive (AAI) — Research AffiliatesFAST Graphs
Categories

Which research workflows each platform targets

Shared: Data Visualizations, Valuation Models

Unique: Correlation

Shared: Data Visualizations, Valuation Models

Unique: Screeners, Portfolio, Watchlist, Financials, Analyst Forecasts, Dividend

Asset types

Supported asset classes and universes

Stocks, Bonds, Commodities, Real Estate

Stocks

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

Subscription

Key features

Core capabilities called out by each vendor

Unique

  • 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.
  • Efficient frontier visualization shows optimal portfolio mixes on a scatter plot.

Unique

  • Two plan levels: Basic covers U.S. and Canadian equities with core charting, historical performance, and simple forecasting tools. Premium adds advanced features like Financials, FUN Graphs, Fiscal Fitness, screening, and preset portfolios. An International add-on extends coverage to ~80,000 additional global stocks.
  • Valuation metrics available directly on charts — eight in total (earnings, cash flow, EBITDA, EBIT, and sales). Basic includes five, Premium includes all eight.
  • Forecasting calculators support multiple approaches: analyst estimates, normal multiple, long-term growth, historical CAGR, and custom scenarios.
  • Analyst Scorecard shows how accurate past analyst estimates have been for the selected company.
  • Full financial statements (income, balance sheet, cash flow) available in Premium, with up to 20 years of annual data and 20 quarters of quarterly data.
  • FUN Graphs (Financial Underlying Numbers) display per-share or absolute series such as liquidity and profitability ratios.
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Featured inside curated shortlists

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Frequently Asked Questions

Which workflows do Asset Allocation Interactive (AAI) — Research Affiliates and FAST Graphs both support?

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

Which tool offers a free plan?

Asset Allocation Interactive (AAI) — Research Affiliates offers a free entry point, while FAST Graphs requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Asset Allocation Interactive (AAI) — Research Affiliates and FAST Graphs?

Both Asset Allocation Interactive (AAI) — Research Affiliates and FAST Graphs 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 FAST Graphs stands out for Two plan levels: Basic covers U.S. and Canadian equities with core charting, historical performance, and simple forecasting tools. Premium adds advanced features like Financials, FUN Graphs, Fiscal Fitness, screening, and preset portfolios. An International add-on extends coverage to ~80,000 additional global stocks., Valuation metrics available directly on charts — eight in total (earnings, cash flow, EBITDA, EBIT, and sales). Basic includes five, Premium includes all eight., and Forecasting calculators support multiple approaches: analyst estimates, normal multiple, long-term growth, historical CAGR, and custom scenarios..

Keep exploring

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.