VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Asset Allocation Interactive (AAI) — Research Affiliates View Yahoo Finance Back to Home

Head-to-head

Asset Allocation Interactive (AAI) — Research Affiliates vs Yahoo Finance 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 Correlation, and Valuation Models coverage that Yahoo Finance skips.

Yahoo Finance includes Screeners, Watchlist, Portfolio, News, Alerts, Calendar, Financials, Analyst Recommendations, Analyst Price Targets, ETF Overview, ETF Holdings, ETF Performance, Options, Dividends, Splits, and Education 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..

Yahoo Finance is known for: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..

Yahoo Finance offers mobile access, which Asset Allocation Interactive (AAI) — Research Affiliates skips.

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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Yahoo Finance

finance.yahoo.com

Hands-on review

One of the most widely used finance portals, offering global market coverage, news, screeners, and portfolio tools. A free plan provides core features, while paid Silver and Gold tiers add extras such as research, enhanced filters, and historical data downloads. Real-time vs delayed quotes vary by exchange, and mobile apps support price alerts and personalized news.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Free plan with optional Silver and Gold subscriptions that unlock advanced features and research.
Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free.
Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data.
Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Equity, ETF, and mutual fund screeners with hundreds of filters; Plus tiers add premium filters such as Morningstar ratings.

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Overlap

Shared focus areas

1 overlap

Both tools cover this research theme.

Data Visualizations

Where they differ

Asset Allocation Interactive (AAI) — Research Affiliates

Distinct strengths include:

Correlation

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.

Yahoo Finance

Distinct strengths include:

Analyst Recommendations

Free plan with optional Silver and Gold subscriptions that unlock advanced features and research.
Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free.
Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data.
Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.

Feature-by-feature breakdown

Attribute	Asset Allocation Interactive (AAI) — Research Affiliates	Yahoo Finance
Categories Which research workflows each platform targets	Shared: Data Visualizations Unique: Correlation, Valuation Models	Shared: Data Visualizations Unique: Screeners, Watchlist, Portfolio, News, Alerts, Calendar, Financials, Analyst Recommendations, Analyst Price Targets, ETF Overview, ETF Holdings, ETF Performance, Options, Dividends, Splits, Education
Asset types Supported asset classes and universes	Stocks, Bonds, Commodities, Real Estate	Stocks, ETFs, Mutual Funds, Options, Futures, Commodities, Currencies, Cryptos, Bonds
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web, Mobile
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 Free plan with optional Silver and Gold subscriptions that unlock advanced features and research. Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free. Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data. Interactive full-screen charts with dozens of technical indicators and extended-hours toggles. Equity, ETF, and mutual fund screeners with hundreds of filters; Plus tiers add premium filters such as Morningstar ratings. Portfolio tracking with editable lots and transaction history; certain brokerages can be linked for automatic holdings sync.
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 Yahoo Finance 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 Yahoo Finance require subscriptions?

Both Asset Allocation Interactive (AAI) — Research Affiliates and Yahoo Finance keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Yahoo Finance ships a dedicated mobile experience, while Asset Allocation Interactive (AAI) — Research Affiliates focuses on web or desktop access.

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 Yahoo Finance stands out for Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..

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