Asset Allocation Interactive (AAI) - Research Affiliates adds Correlation, and Valuation Models coverage that TradeBB skips.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Friday, December 26, 2025
Tool Comparison
Asset Allocation Interactive (AAI) - Research Affiliates vs TradeBB comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
TradeBB includes Portfolio, and Broker Connectors 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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TradeBB
tradebb.ai
Web-based trading journal and performance analytics for multi-asset traders. Supports broker connections (read-only data import) plus file/manual trade imports. Website promotes a free preview; public plan pricing was not found in reviewed pages.
Platforms
Web
Pricing
Free
Quick highlights
- Multi-asset journal covering stocks, options, futures, forex, and crypto.
- Broker connections plus file/manual import; import workflow supports CSV/XLSX/TXT/HTM and provides Excel templates.
- Performance dashboard with Total Gross/Net P&L, Win Rate, Profit Factor, Per-Trade Expectancy, Avg Holding Time, and time-of-day/duration analytics.
- Trade log with standardized fields (symbol, side, entry/exit time, prices, quantity, net P&L, return, duration) and winners/losers/open trade summaries.
- Daily Journal view with per-day performance stats and "Add/View Journal" workflow.
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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.
TradeBB
Distinct strengths include:
- Multi-asset journal covering stocks, options, futures, forex, and crypto.
- Broker connections plus file/manual import; import workflow supports CSV/XLSX/TXT/HTM and provides Excel templates.
- Performance dashboard with Total Gross/Net P&L, Win Rate, Profit Factor, Per-Trade Expectancy, Avg Holding Time, and time-of-day/duration analytics.
- Trade log with standardized fields (symbol, side, entry/exit time, prices, quantity, net P&L, return, duration) and winners/losers/open trade summaries.
Feature-by-feature breakdown
| Attribute | Asset Allocation Interactive (AAI) - Research Affiliates | TradeBB |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations Unique: Correlation, Valuation Models | Shared: Data Visualizations Unique: Portfolio, Broker Connectors |
Asset types Supported asset classes and universes | Stocks, Bonds, Commodities, Real Estate | Stocks, Options, Futures, Currencies, 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 | Free |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Not yet |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Asset Allocation Interactive (AAI) - Research Affiliates and TradeBB 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 TradeBB require subscriptions?
Both Asset Allocation Interactive (AAI) - Research Affiliates and TradeBB 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 TradeBB?
Both Asset Allocation Interactive (AAI) - Research Affiliates and TradeBB 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 TradeBB stands out for Multi-asset journal covering stocks, options, futures, forex, and crypto., Broker connections plus file/manual import; import workflow supports CSV/XLSX/TXT/HTM and provides Excel templates., and Performance dashboard with Total Gross/Net P&L, Win Rate, Profit Factor, Per-Trade Expectancy, Avg Holding Time, and time-of-day/duration analytics..
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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.