Asset Allocation Interactive (AAI) vs Invesst comparison

Both platforms cover Valuation Models, and Portfolio workflows, so you can research those use cases in either tool before digging into the feature differences below.

Asset Allocation Interactive (AAI) offers a free entry point, while Invesst requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Both Asset Allocation Interactive (AAI) and Invesst prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

Asset Allocation Interactive (AAI) differentiates itself with Long-term capital market expectations tool with model portfolios; users can create, save, and blend customized portfolios., Updated monthly; covers expected returns for more than 140 assets converted into six global currencies., and Two expected-return models: valuation-dependent and yield-and-growth; forecasts use a 10-year horizon and are shown as annualized geometric averages., whereas Invesst stands out for AI-driven investment research with natural-language agents and data-rich search capabilities., Automated valuation models including DCF, along with predictive analytics and customizable screeners., and Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics..