Tool Comparison
Asset Allocation Interactive (AAI) vs Koyfin
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want valuation models.
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
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 screeners, ETF screeners, and custom dashboards.
Pick Asset Allocation Interactive (AAI) instead if
Asset Allocation Interactive (AAI)
Free · Web
- You want valuation models.
Start here
Koyfin
Free • From $468/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want screeners, ETF screeners, and custom dashboards.
Skip both if: Neither one clicks with how you research; there are strong third options.
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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.
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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
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 Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for 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.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
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 | Free • From $468/yr |
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 |
Standout features
The best features of Asset Allocation Interactive (AAI) and Koyfin.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 Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for 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.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
All details
Every attribute we track for Asset Allocation Interactive (AAI) and Koyfin.ShowHide
All details
| 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 | Not specified | 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 | Syzygy Asset Management, LLCCountry: United StatesFounded 2002 | Koyfin, Inc.Country: United StatesFounded 2016Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Freewatchlists: 2 · screens: 2 · +5 more |
| Entry paid plan | — | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more |
| Tier 2 | — | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited |
| Tier 3 | — | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more |
| Top plan | — | $3588/yr≈ $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?
Koyfin exports to CSV. Asset Allocation Interactive (AAI) is stingier about getting data out.
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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