VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

Head-to-head

Asset Allocation Interactive (AAI) — Research Affiliates vs FX Replay 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, and Valuation Models coverage that FX Replay skips.

FX Replay includes Backtesting, Paper Trading, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, and Calendar 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..

FX Replay is known for: Manual backtesting & bar replay with 1‑minute data across assets; seconds timeframes available for some FX and futures symbols., Data sources: Dukascopy & OANDA for FX; CME for futures., and Asset coverage showcase: Forex, Index, Energy, Agricultural, Crypto, and Futures (homepage assets gallery)..

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.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
FX Replay logo

FX Replay

fxreplay.com

Browser-based replay & manual backtesting platform for FX, futures (incl. CME), crypto, and commodities. Distinctives include seconds-level data on select markets, multi-chart layouts (up to 16), multi‑asset sessions (up to 5 instruments), analytics with Monte Carlo & RR simulators, a journal/checklists, and an economic calendar (plan-limited country coverage). Paid plans include a 5‑day free trial.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Manual backtesting & bar replay with 1‑minute data across assets; seconds timeframes available for some FX and futures symbols.
  • Data sources: Dukascopy & OANDA for FX; CME for futures.
  • Asset coverage showcase: Forex, Index, Energy, Agricultural, Crypto, and Futures (homepage assets gallery).
  • MultiPair sessions (backtest up to 5 assets simultaneously).
  • MultiChart layouts (up to 16 charts).

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
Overlap

Shared focus areas

1 overlap

Both 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.

FX Replay

Distinct strengths include:

  • Manual backtesting & bar replay with 1‑minute data across assets; seconds timeframes available for some FX and futures symbols.
  • Data sources: Dukascopy & OANDA for FX; CME for futures.
  • Asset coverage showcase: Forex, Index, Energy, Agricultural, Crypto, and Futures (homepage assets gallery).
  • MultiPair sessions (backtest up to 5 assets simultaneously).

Feature-by-feature breakdown

AttributeAsset Allocation Interactive (AAI) — Research AffiliatesFX Replay
Categories

Which research workflows each platform targets

Shared: Data Visualizations

Unique: Correlation, Valuation Models

Shared: Data Visualizations

Unique: Backtesting, Paper Trading, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Calendar

Asset types

Supported asset classes and universes

Stocks, Bonds, Commodities, Real Estate

Currencies, Futures, 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

  • 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

  • Manual backtesting & bar replay with 1‑minute data across assets; seconds timeframes available for some FX and futures symbols.
  • Data sources: Dukascopy & OANDA for FX; CME for futures.
  • Asset coverage showcase: Forex, Index, Energy, Agricultural, Crypto, and Futures (homepage assets gallery).
  • MultiPair sessions (backtest up to 5 assets simultaneously).
  • MultiChart layouts (up to 16 charts).
  • Analytics: drawdown analytics, strategy analytics, and dashboards.
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 FX Replay 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 FX Replay require subscriptions?

Both Asset Allocation Interactive (AAI) — Research Affiliates and FX Replay 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 FX Replay?

Both Asset Allocation Interactive (AAI) — Research Affiliates and FX Replay 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 FX Replay stands out for Manual backtesting & bar replay with 1‑minute data across assets; seconds timeframes available for some FX and futures symbols., Data sources: Dukascopy & OANDA for FX; CME for futures., and Asset coverage showcase: Forex, Index, Energy, Agricultural, Crypto, and Futures (homepage assets gallery)..

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.