Tool Comparison
Asset Allocation Interactive (AAI) vs Interactive Brokers (IBKR)
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You'd rather start free and only pay if you outgrow it
- You want valuation models and data visualizations.
- Paid from
- —
- Free plan
- No
- Platforms
- Web, Mobile, Desktop
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want an API so you can script or automate things
Pick Asset Allocation Interactive (AAI) instead if
Asset Allocation Interactive (AAI)
Free · Web
- You'd rather start free and only pay if you outgrow it
- You want valuation models and data visualizations.
Start here
Interactive Brokers (IBKR)
Transaction-priced · Fees vary by offer and jurisdiction · Web · Mobile · Desktop
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want an API so you can script or automate things
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Interactive Brokers (IBKR) simply does more: 14 categories to Asset Allocation Interactive (AAI)'s 3, including brokerage, advanced order types, and smart/direct routing, plus a mobile app. Asset Allocation Interactive (AAI) counters by being completely free. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
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Key differences at a glance
- Free plan
- Asset Allocation Interactive (AAI)
- Broader coverage
- Interactive Brokers (IBKR)14 vs 3 categories
- Mobile app
- Interactive Brokers (IBKR)
- Desktop app
- Interactive Brokers (IBKR)
- API access
- Interactive Brokers (IBKR)
- Real-time data
- Interactive Brokers (IBKR)
What Asset Allocation Interactive (AAI) does best
- Explore capital-market assumptions for more than 140 assets, including equities, bonds, commodities, currencies, real estate, hedge funds, and private assets.
- Compare 10-year expected returns across six currencies using annualized geometric averages.
- Switch between valuation-dependent and yield-and-growth models to compare forecasts.
- Build, save, customize, and blend model portfolios for allocation work.
- Review expected return and risk estimates for individual assets or complete portfolios.
What Interactive Brokers (IBKR) does best
- Stocks, ETFs, options, futures, futures options, spot FX, bonds, mutual funds, commodities, structured products, CFDs, crypto-related products, and spot crypto where jurisdiction allows.
- Client Portal, Trader Workstation, IBKR Desktop, IBKR Mobile, GlobalTrader, paper trading, and API access cover different workflows.
- IB SmartRouting, advanced order types, conditional orders, bracket workflows, options combos, and algorithmic order tools across supported products.
- TWS API, Web API, REST, WebSocket streaming, FIX, and Flex Web Service support trading and reporting workflows.
- Paper trading with separate credentials and simulated buying power once a live account is approved.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Transaction-priced · Fees vary by offer and jurisdiction |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | — | 8 limits: UK / Europe Stocks and ETFs: commission: £3/€3 per Western European stock or ETF trade at typical trade sizes;..., US Stocks and ETFs - IBKR Pro: tiered commission: USD 0.0005 to USD 0.0035 per share +6 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | Yes |
API access | No | Yes |
Integrations | — | TradingView, Quicken +2 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | Retail Traders, Pro Retail +7 more |
Categories covered | 3 | 14 |
Regions | — | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | Multi-currency | 3 signals: Latency: Streaming and Real-time, Granularity: Tick +1 more |
Capabilities | — | 7 signals: Multi-leg options, Greeks +5 more |
Security | — | Status page and Encryption in transit |
| Try it | Visit Asset Allocation Interactive (AAI) | Visit Interactive Brokers (IBKR) |
Standout features
The best features of Asset Allocation Interactive (AAI) and Interactive Brokers (IBKR).ShowHide
Standout features
What Asset Allocation Interactive (AAI) does best
- Explore capital-market assumptions for more than 140 assets, including equities, bonds, commodities, currencies, real estate, hedge funds, and private assets.
- Compare 10-year expected returns across six currencies using annualized geometric averages.
- Switch between valuation-dependent and yield-and-growth models to compare forecasts.
- Build, save, customize, and blend model portfolios for allocation work.
- Review expected return and risk estimates for individual assets or complete portfolios.
What Interactive Brokers (IBKR) does best
- Stocks, ETFs, options, futures, futures options, spot FX, bonds, mutual funds, commodities, structured products, CFDs, crypto-related products, and spot crypto where jurisdiction allows.
- Client Portal, Trader Workstation, IBKR Desktop, IBKR Mobile, GlobalTrader, paper trading, and API access cover different workflows.
- IB SmartRouting, advanced order types, conditional orders, bracket workflows, options combos, and algorithmic order tools across supported products.
- TWS API, Web API, REST, WebSocket streaming, FIX, and Flex Web Service support trading and reporting workflows.
- Paper trading with separate credentials and simulated buying power once a live account is approved.
All details
Every attribute we track for Asset Allocation Interactive (AAI) and Interactive Brokers (IBKR).ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsCommoditiesFuturesCurrenciesReal EstateHedge FundsPrivate Funds+1 more | StocksETFsOptionsFuturesCurrenciesBondsMutual FundsCommodities+2 more |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsFinancial AdvisorsAnalystsStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsDay TradersSwing TradersAlgo TradersLong-term InvestorsFinancial Advisors+1 more |
Regions | Not specified | North AmericaEuropeAPAC |
Coverage details | Not specified | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | StreamingReal-time |
Data granularity | Not specified | Tick |
| Access & integrations | ||
API protocols | Not specified | RESTWebSocket |
API auth & delivery | Not specified | Auth: OAuth2SDKs: Python600 req/minDocs |
Integrations | Not specified | TradingViewQuickenTradelogCapTools |
Export formats | Not specified | PDFCSVXML |
| Plans & trust | ||
Security & compliance | Not specified | Status pageEncryption in transit |
Capability signals | Not specified | Multi-leg optionsGreeksVaR/ESPerformance attributionPortfolio attributionRebalancingMulti-currency |
Vendor & support | Syzygy Asset Management, LLCCountry: United StatesFounded 2002 | Interactive Brokers (U.K.) LimitedCountry: United KingdomSupport: Chat and Phone |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Free“Brokerage Account” |
Questions we keep getting
What's the difference between Asset Allocation Interactive (AAI) and Interactive Brokers (IBKR)?
Asset Allocation Interactive (AAI) leans toward valuation models, data visualizations, and portfolio, while Interactive Brokers (IBKR) puts more weight on brokerage, advanced order types, and smart/direct routing. They overlap in 1 categories, so for most people it comes down to workflow preference and price.
Is Asset Allocation Interactive (AAI) or Interactive Brokers (IBKR) free to use?
Asset Allocation Interactive (AAI) has a free tier, so you can get started without paying anything. Interactive Brokers (IBKR) is paid-only. If budget matters, start with Asset Allocation Interactive (AAI) and see how far it takes you before opening your wallet.
Which is better for beginners: Asset Allocation Interactive (AAI) or Interactive Brokers (IBKR)?
Interactive Brokers (IBKR) is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Asset Allocation Interactive (AAI) or Interactive Brokers (IBKR) on my phone?
Interactive Brokers (IBKR) lists a dedicated mobile app, so it travels better. Asset Allocation Interactive (AAI) doesn't list a dedicated mobile app; its documented access is web.
Does Asset Allocation Interactive (AAI) or Interactive Brokers (IBKR) have an API?
Interactive Brokers (IBKR) has an API for programmatic access and custom integrations. Asset Allocation Interactive (AAI) doesn't, so you're working through its interface.
Should I choose Asset Allocation Interactive (AAI) or Interactive Brokers (IBKR)?
It depends on what you're after. Pick Asset Allocation Interactive (AAI) if valuation models and data visualizations matter to you; go with Interactive Brokers (IBKR) if you'd rather have brokerage and advanced order types. And if you only need the basics both share, let price decide.
What asset classes do Asset Allocation Interactive (AAI) and Interactive Brokers (IBKR) cover?
Both cover stocks, bonds, commodities, and futures. Asset Allocation Interactive (AAI) also handles real estate, hedge funds, and private funds. Interactive Brokers (IBKR) adds ETFs, options, and mutual funds on top.
Does Asset Allocation Interactive (AAI) or Interactive Brokers (IBKR) have real-time data?
Interactive Brokers (IBKR) offers real-time data, which matters if you trade actively. Asset Allocation Interactive (AAI) runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Asset Allocation Interactive (AAI) and Interactive Brokers (IBKR)?
Interactive Brokers (IBKR) exports to CSV. Asset Allocation Interactive (AAI) is stingier about getting data out.
Is Asset Allocation Interactive (AAI) or Interactive Brokers (IBKR) better for day trading?
Interactive Brokers (IBKR) is the one positioned more for active traders. Asset Allocation Interactive (AAI) is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: Asset Allocation Interactive (AAI) or Interactive Brokers (IBKR)?
Interactive Brokers (IBKR) has a stock screener for surfacing ideas; Asset Allocation Interactive (AAI) doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Asset Allocation Interactive (AAI) or Interactive Brokers (IBKR)?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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