Asset Allocation Interactive (AAI) — Research Affiliates adds Correlation, and Valuation Models coverage that FT Markets (Markets data — Financial Times) skips.
VOL. XCIV, NO. 247
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Sunday, October 5, 2025
Head-to-head
Asset Allocation Interactive (AAI) — Research Affiliates vs FT Markets (Markets data — Financial Times) comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
FT Markets (Markets data — Financial Times) includes Portfolio, Watchlist, Alerts, Compounding Calculator, Screeners, ETF Screeners, Financials, Insider Data, Fund Overview, Fund Performance, Fund Holdings, and Fund Rating 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..
FT Markets (Markets data — Financial Times) is known for: Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., and Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news..
FT Markets (Markets data — Financial Times) offers mobile access, which Asset Allocation Interactive (AAI) — Research Affiliates skips.
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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FT Markets (Markets data — Financial Times)
markets.ft.com
Hands-on review
The Financial Times’ markets portal combines global market data with watchlists, portfolios, alerts, and screeners. Free registration unlocks basic tools, while an FT subscription is needed for deeper features like director dealings, detailed company financials and forecasts, and access to the Data Archive PDFs. Market data is delayed at least 15 minutes, with equity prices sourced from LSEG and fund data provided by Morningstar.
Categories
Platforms
Web
Mobile
Pricing
Free
Subscription
Quick highlights
- Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta).
- Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages.
- Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news.
- Alerts can be managed on-site or via myFT email preferences.
- World Markets and sector pages offer interactive charts, overlays, and performance comparisons.
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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.
FT Markets (Markets data — Financial Times)
Distinct strengths include:
- Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta).
- Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages.
- Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news.
- Alerts can be managed on-site or via myFT email preferences.
Feature-by-feature breakdown
| Attribute | Asset Allocation Interactive (AAI) — Research Affiliates | FT Markets (Markets data — Financial Times) |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations Unique: Correlation, Valuation Models | Shared: Data Visualizations Unique: Portfolio, Watchlist, Alerts, Compounding Calculator, Screeners, ETF Screeners, Financials, Insider Data, Fund Overview, Fund Performance, Fund Holdings, Fund Rating |
Asset types Supported asset classes and universes | Stocks, Bonds, Commodities, Real Estate | Stocks, ETFs, Mutual Funds, Bonds, Commodities, Currencies |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, Mobile |
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 FT Markets (Markets data — Financial Times) both support?
Both platforms cover Data Visualizations 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 FT Markets (Markets data — Financial Times) require subscriptions?
Both Asset Allocation Interactive (AAI) — Research Affiliates and FT Markets (Markets data — Financial Times) keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
FT Markets (Markets data — Financial Times) ships a dedicated mobile experience, while Asset Allocation Interactive (AAI) — Research Affiliates focuses on web or desktop access.
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 FT Markets (Markets data — Financial Times) stands out for Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., and Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news..
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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.