VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Tuesday, November 11, 2025

Tool Comparison

Asset Allocation Interactive (AAI) — Research Affiliates vs Portfolio Visualizer 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 Portfolio Visualizer skips.

Portfolio Visualizer includes Quant, Factor Exposure, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, and Backtesting 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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Portfolio Visualizer

portfoliovisualizer.com

Hands-on review

Web-based analytics suite for portfolio backtesting, optimization, and factor analysis. The free tier supports up to ~15 assets and limited history, while Basic and Pro tiers extend to ~150 assets with YTD results, model saving, and data export. Paid plans include a 14-day free trial.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting.
Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning.
Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model.
Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.
Correlation analysis at the asset or asset-class level via heatmaps and matrices.

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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.

Portfolio Visualizer

Distinct strengths include:

Quant Factor Exposure Risk Metrics (VaR/ES/Drawdown)Monte Carlo Backtesting

Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting.
Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning.
Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model.
Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.

Feature-by-feature breakdown

Attribute	Asset Allocation Interactive (AAI) — Research Affiliates	Portfolio Visualizer
Categories Which research workflows each platform targets	Shared: Data Visualizations, Correlation Unique: Valuation Models	Shared: Data Visualizations, Correlation Unique: Quant, Factor Exposure, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Backtesting
Asset types Supported asset classes and universes	Stocks, Bonds, Commodities, Real Estate	Stocks, ETFs, Mutual Funds, Bonds, Commodities
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 Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting. Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning. Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model. Factor analytics with multi-factor regressions and a risk-factor allocation optimizer. Correlation analysis at the asset or asset-class level via heatmaps and matrices. Tactical asset allocation strategies such as moving averages, momentum signals, valuation-based models, and target volatility frameworks.
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 Portfolio Visualizer 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 Portfolio Visualizer require subscriptions?

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

Both Asset Allocation Interactive (AAI) — Research Affiliates and Portfolio Visualizer 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 Portfolio Visualizer stands out for Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., and Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model..

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