Asset Allocation Interactive (AAI) — Research Affiliates adds Correlation coverage that FullRatio skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Tuesday, October 28, 2025
Tool Comparison
Asset Allocation Interactive (AAI) — Research Affiliates vs FullRatio comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
FullRatio includes Screeners, Stock Comparison, Dividends, Financials, Checklist, and Education categories that Asset Allocation Interactive (AAI) — Research Affiliates omits.
In depth comparison
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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FullRatio
fullratio.com
Web platform focused on US‑listed equities fundamentals and visual analysis. Uses Intrinio and Sharadar as data sources. Fundamentals shown as TTM and updated quarterly; price quotes are marked 'delayed'. Premium unlocks full charting/compare features and data download.
Categories
Platforms
Web
Pricing
FreeSubscription
Quick highlights
- Stock screener for discovery and filtering.
- Per‑stock dashboards with fundamentals (TTM), valuation, earnings, dividend pages.
- Cross‑stock comparison tools: Data Comparison chart and Bubble chart.
- Price vs. Fair Value chart with configurable fair P/E multiple (your custom or auto‑calculated).
- Industry benchmarks pages for key ratios (P/E, P/S, Current, Quick, D/E, ROE, etc.).
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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.
FullRatio
Distinct strengths include:
- Stock screener for discovery and filtering.
- Per‑stock dashboards with fundamentals (TTM), valuation, earnings, dividend pages.
- Cross‑stock comparison tools: Data Comparison chart and Bubble chart.
- Price vs. Fair Value chart with configurable fair P/E multiple (your custom or auto‑calculated).
Feature-by-feature breakdown
| Attribute | Asset Allocation Interactive (AAI) — Research Affiliates | FullRatio |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, Valuation Models Unique: Correlation | Shared: Data Visualizations, Valuation Models Unique: Screeners, Stock Comparison, Dividends, Financials, Checklist, Education |
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 |
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 | Not yet |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Asset Allocation Interactive (AAI) — Research Affiliates and FullRatio 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.
Do Asset Allocation Interactive (AAI) — Research Affiliates and FullRatio require subscriptions?
Both Asset Allocation Interactive (AAI) — Research Affiliates and FullRatio 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 FullRatio?
Both Asset Allocation Interactive (AAI) — Research Affiliates and FullRatio 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 FullRatio stands out for Stock screener for discovery and filtering., Per‑stock dashboards with fundamentals (TTM), valuation, earnings, dividend pages., and Cross‑stock comparison tools: Data Comparison chart and Bubble chart..
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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.