VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Asset Allocation Interactive (AAI) — Research Affiliates and Portfolio Visualizer will find that Both Asset Allocation Interactive (AAI) — Research Affiliates and Portfolio Visualizer concentrate on Data Visualizations, and Correlation workflows, making them natural alternatives for similar investment research jobs. Asset Allocation Interactive (AAI) — Research Affiliates leans into Valuation Models, which can be decisive for teams that need depth over breadth. Portfolio Visualizer stands out with Quant, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown) 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 Portfolio Visualizer
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.
- 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..
- Portfolio Visualizer is known 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..
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.
Portfolio Visualizer
portfoliovisualizer.com
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.
Categories
Platforms
Pricing
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.
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.
Portfolio Visualizer
Distinct strengths include:
- 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
| 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 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..
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.