★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Asset Allocation Interactive (AAI) vs Koyfin
Pick Asset Allocation Interactive (AAI) instead if
Asset Allocation Interactive (AAI)
Free · Web
- You care about valuation models, something Koyfin doesn't offer
Start here
Koyfin
Free • From $39/mo · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You care about screeners, ETF screeners, and custom dashboards, things Asset Allocation Interactive (AAI) doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Asset Allocation Interactive (AAI) and Koyfin cover a lot of the same ground (2 shared categories, data visualizations and portfolio), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Asset Allocation Interactive (AAI)'s 3, including screeners, ETF screeners, and custom dashboards, plus a mobile app. Asset Allocation Interactive (AAI) counters by being completely free.
What readers say
Asset Allocation Interactive (AAI)
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Koyfin
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Key differences at a glance
- Real-time data
- Koyfin
- Broader coverage
- Koyfin20 vs 3 categories
- Mobile app
- Koyfin
- Beginner friendly
- Koyfin
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $39/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
Broker sync | — | Yes |
Integrations | — | Schwab, Altruist +6 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | Retail Traders, Pro Retail +6 more |
Categories covered | 3 | 20 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Multi-currency | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn |
Data partners | — | 6 partners: S&P Global Market Intelligence, Morningstar +4 more |
Capabilities | — | 7 signals: Universe builder, Broker sync +5 more |
Security | — | 4 signals: SOC2, Data residency: US +2 more |
| Try it | Visit Asset Allocation Interactive (AAI) | Visit Koyfin |
Where each one shines
What Asset Allocation Interactive (AAI) and Koyfin each do best.ShowHide
Where each one shines
What Asset Allocation Interactive (AAI) and Koyfin each do best.What Asset Allocation Interactive (AAI) does best
- Explore long-term capital market assumptions for more than 140 assets across equities, bonds, commodities, currencies, real estate, hedge funds, private assets, and other asset classes.
- Compare expected returns across six global currencies, with projections shown as annualized geometric averages over a 10-year horizon.
- Switch between Research Affiliates’ valuation-dependent and yield-and-growth expected-return models to understand how assumptions change the forecast.
- Build, save, customize, and blend model portfolios for strategic allocation analysis rather than single-stock research.
- Review expected return and risk forecasts for individual asset classes and complete portfolios in an interactive web interface.
What Koyfin does best
- Build customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screen more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Use advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Track portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
Every detail we compared
Every tracked attribute for Asset Allocation Interactive (AAI) and Koyfin, side by side.ShowHide
Every detail we compared
Every tracked attribute for Asset Allocation Interactive (AAI) and Koyfin, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsCommoditiesFuturesCurrenciesReal EstateHedge FundsPrivate Funds+1 more | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsFinancial AdvisorsAnalystsStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Not specified | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-time15-min DelayedEnd of Day |
Data partners | Not specified | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io |
| Access & integrations | ||
Import methods | Not specified | ManualCSVCustodian |
Integrations | Not specified | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar |
Export formats | Excel | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Data residency: USEncryption at restEncryption in transit |
Capability signals | Not specified | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting |
Vendor & support | Research Affiliates, LLCCountry: United StatesFounded 2002 | Koyfin, Inc.Country: United StatesFounded 2016Support: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free | Freewatchlists: 2 · screens: 2 · +5 more |
| Entry paid plan | — | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more |
| Tier 2 | — | $79/mo“Premium”alerts: 500 · custom securities: Unlimited |
| Tier 3 | — | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more |
| Top plan | — | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more |
| Custom / enterprise | — | Contact sales“Teams” |
Questions we keep getting
What's the difference between Asset Allocation Interactive (AAI) and Koyfin?
Asset Allocation Interactive (AAI) leans toward valuation models, data visualizations, and portfolio, while Koyfin puts more weight on screeners, ETF screeners, and data visualizations. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Asset Allocation Interactive (AAI) and Koyfin cost?
Good news: both Asset Allocation Interactive (AAI) and Koyfin have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Asset Allocation Interactive (AAI) or Koyfin?
Koyfin 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 Koyfin on my phone?
Koyfin 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.
Should I choose Asset Allocation Interactive (AAI) or Koyfin?
It depends on what you're after. Pick Asset Allocation Interactive (AAI) if valuation models matter to you; go with Koyfin if you'd rather have screeners and ETF screeners. And if you only need the basics both share, let price decide.
What asset classes do Asset Allocation Interactive (AAI) and Koyfin cover?
Both cover stocks, bonds, commodities, and futures. Asset Allocation Interactive (AAI) also handles real estate, hedge funds, and private funds. Koyfin adds ETFs, mutual funds, and closed-end funds on top.
Does Asset Allocation Interactive (AAI) or Koyfin have real-time data?
Koyfin 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 Koyfin?
Yes, both export to spreadsheets (Asset Allocation Interactive (AAI): Excel; Koyfin: CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Asset Allocation Interactive (AAI) or Koyfin?
Koyfin 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 Koyfin?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.