Asset Allocation Interactive (AAI) — Research Affiliates adds Correlation, and Valuation Models coverage that Google Finance skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
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Thursday, December 4, 2025
Tool Comparison
Asset Allocation Interactive (AAI) — Research Affiliates vs Google Finance comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Google Finance includes Watchlist, Portfolio, News, Stock Comparison, Financials, ETF Overview, and ETF Holdings categories that Asset Allocation Interactive (AAI) — Research Affiliates omits.
In depth comparison
Asset Allocation Interactive (AAI) — Research Affiliates
interactive.researchaffiliates.com
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
Pricing
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)
Google Finance
google.com
Free web portal for quotes, charts, news, watchlists, and simple portfolio tracking. Portfolios can include stocks, mutual funds, ETFs, and crypto, with returns shown using time-weighted calculations. Data freshness varies by source: some exchanges stream in real time, while others are delayed (e.g., 15 minutes for many equities, 10 minutes for CME futures, end-of-day for mutual funds). Currency and crypto quotes update every few minutes. Google Sheets supports the GOOGLEFINANCE() function for live data pulls, though no public REST API is offered.
Categories
Platforms
Pricing
Quick highlights
- Custom watchlists to follow securities and markets, with tailored news feeds for tracked symbols.
- Simple portfolio tools: add holdings with quantity, cost basis, and date; convert watchlists to portfolios; experiment with simulated “playground” portfolios; switch portfolio currency.
- Performance tracking with one-day and total returns, plus portfolio value charts. Comparisons are based on time-weighted rate of return (TWR).
- Interactive charts, quotes, and aggregated financial news across global markets.
- Coverage across multiple asset classes with varied latency: U.S. equities often real-time, international equities typically 15-minute delay, futures about 10 minutes, crypto and currencies ~3 minutes, and mutual funds end-of-day.
Community votes (overall)
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.
Google Finance
Distinct strengths include:
- Custom watchlists to follow securities and markets, with tailored news feeds for tracked symbols.
- Simple portfolio tools: add holdings with quantity, cost basis, and date; convert watchlists to portfolios; experiment with simulated “playground” portfolios; switch portfolio currency.
- Performance tracking with one-day and total returns, plus portfolio value charts. Comparisons are based on time-weighted rate of return (TWR).
- Interactive charts, quotes, and aggregated financial news across global markets.
Feature-by-feature breakdown
| Attribute | Asset Allocation Interactive (AAI) — Research Affiliates | Google Finance |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations Unique: Correlation, Valuation Models | Shared: Data Visualizations Unique: Watchlist, Portfolio, News, Stock Comparison, Financials, ETF Overview, ETF Holdings |
Asset types Supported asset classes and universes | Stocks, Bonds, Commodities, Real Estate | Stocks, ETFs, Mutual Funds, Currencies, Cryptos, Futures, Bonds |
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 |
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 | Highlighted |
Frequently Asked Questions
Which workflows do Asset Allocation Interactive (AAI) — Research Affiliates and Google Finance 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 Google Finance require subscriptions?
Both Asset Allocation Interactive (AAI) — Research Affiliates and Google Finance 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 Google Finance?
Both Asset Allocation Interactive (AAI) — Research Affiliates and Google Finance 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 Google Finance stands out for Custom watchlists to follow securities and markets, with tailored news feeds for tracked symbols., Simple portfolio tools: add holdings with quantity, cost basis, and date; convert watchlists to portfolios; experiment with simulated “playground” portfolios; switch portfolio currency., and Performance tracking with one-day and total returns, plus portfolio value charts. Comparisons are based on time-weighted rate of return (TWR)..
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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.