VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Asset Allocation Interactive (AAI) — Research AffiliatesView okamaBack to Home

Head-to-head

Asset Allocation Interactive (AAI) — Research Affiliates vs okama 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 Valuation Models coverage that okama skips.

okama includes Quant, Portfolio, Backtesting, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Data APIs, ETF Performance, Inflation Rates, and Interest Rates 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..

okama is known for: Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., and Portfolio widget built on adjusted monthly data for risk/return analysis..

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)

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okama logo

okama

okama.io

Hands-on review

Free open-source toolkit for portfolio analysis and market data. Okama offers web widgets, an API, and a Python library with efficient frontiers, risk metrics, and Monte Carlo simulations. Market and macro data is available end-of-day, with live prices delayed by ~15–20 minutes.

Platforms

Web
API

Pricing

Free

Quick highlights

  • Interactive Efficient Frontier (mean–variance) widget for quick visualization.
  • Compare-assets widget covering returns, drawdowns, CVaR, and correlations.
  • Portfolio widget built on adjusted monthly data for risk/return analysis.
  • Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.
  • Monte Carlo simulations and wealth-index forecasts with percentile bands.

Community votes (overall)

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Data Visualizations, and Correlation.

Where they differ

Asset Allocation Interactive (AAI) — Research Affiliates

Distinct strengths include:

Valuation Models
  • 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.

okama

Distinct strengths include:

Quant
Portfolio
Backtesting
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo
Data APIs
ETF Performance
Inflation Rates
  • Interactive Efficient Frontier (mean–variance) widget for quick visualization.
  • Compare-assets widget covering returns, drawdowns, CVaR, and correlations.
  • Portfolio widget built on adjusted monthly data for risk/return analysis.
  • Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.

Feature-by-feature breakdown

AttributeAsset Allocation Interactive (AAI) — Research Affiliatesokama
Categories

Which research workflows each platform targets

Shared: Data Visualizations, Correlation

Unique: Valuation Models

Shared: Data Visualizations, Correlation

Unique: Quant, Portfolio, Backtesting, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Data APIs, ETF Performance, Inflation Rates, Interest Rates

Asset types

Supported asset classes and universes

Stocks, Bonds, Commodities, Real Estate

Stocks, ETFs, Commodities, Currencies, Mutual Funds

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, API

Pricing

High-level pricing models

Free

Free

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

  • Interactive Efficient Frontier (mean–variance) widget for quick visualization.
  • Compare-assets widget covering returns, drawdowns, CVaR, and correlations.
  • Portfolio widget built on adjusted monthly data for risk/return analysis.
  • Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.
  • Monte Carlo simulations and wealth-index forecasts with percentile bands.
  • Free end-of-day market and macroeconomic data via API, including equities, ETFs, mutual funds, commodities, currencies, indexes, inflation, policy rates, and CAPE10 ratios.
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 okama both support?

Both platforms cover Data Visualizations, and Correlation 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 okama require subscriptions?

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

Both Asset Allocation Interactive (AAI) — Research Affiliates and okama 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 okama stands out for Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., and Portfolio widget built on adjusted monthly data for risk/return analysis..

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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.