VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Asset Allocation Interactive (AAI) — Research Affiliates and Invesst will find that Both Asset Allocation Interactive (AAI) — Research Affiliates and Invesst concentrate on Valuation Models workflows, making them natural alternatives for similar investment research jobs. Asset Allocation Interactive (AAI) — Research Affiliates leans into Data Visualizations, and Correlation, which can be decisive for teams that need depth over breadth. Invesst stands out with Screeners, Portfolio, and AI that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Asset Allocation Interactive (AAI) — Research Affiliates vs Invesst
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Asset Allocation Interactive (AAI) — Research Affiliates adds Data Visualizations, and Correlation coverage that Invesst skips.
- Invesst includes Screeners, Portfolio, AI, and AI Chat 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..
- Invesst is known for: AI-driven investment research with natural-language agents and data-rich search capabilities., Automated valuation models including DCF, along with predictive analytics and customizable screeners., and Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics..
- Asset Allocation Interactive (AAI) — Research Affiliates has a free tier, while Invesst requires a paid plan.
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.
Invesst
invesst.ai
An AI-first research platform with screeners, automated DCF and valuation tools, and real-time market data. The site highlights “Universal Brokerage Integrations” for read-only portfolio insights. Currently in open beta with a “Start for Free” option, though full pricing is only described in the Terms as monthly or annual subscriptions. Security claims include SOC2, ISO 27001, and GDPR compliance, with a linked Trust Report (unverified).
Platforms
Pricing
Quick highlights
- AI-driven investment research with natural-language agents and data-rich search capabilities.
- Automated valuation models including DCF, along with predictive analytics and customizable screeners.
- Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics.
- Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.”
- Public security claims include SOC2, ISO 27001, and GDPR, along with a published Trust Report.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
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.
Invesst
Distinct strengths include:
- AI-driven investment research with natural-language agents and data-rich search capabilities.
- Automated valuation models including DCF, along with predictive analytics and customizable screeners.
- Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics.
- Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.”
Feature-by-feature breakdown
| Attribute | Asset Allocation Interactive (AAI) — Research Affiliates | Invesst |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Valuation Models Unique: Data Visualizations, Correlation | Shared: Valuation Models Unique: Screeners, Portfolio, AI, AI Chat |
Asset types Supported asset classes and universes | Stocks, Bonds, Commodities, Real Estate | Stocks, ETFs, 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 | 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 Invesst both support?
Both platforms cover 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 Invesst 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 Invesst?
Both Asset Allocation Interactive (AAI) — Research Affiliates and Invesst 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 Invesst stands out for AI-driven investment research with natural-language agents and data-rich search capabilities., Automated valuation models including DCF, along with predictive analytics and customizable screeners., and Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics..
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.