★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Asset Allocation Interactive (AAI) vs Masttro
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 care about valuation models and data visualizations, things Masttro doesn't offer
Start here
Masttro
Subscription · Web · Mobile · API
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You care about wealth management, advisor operations, 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
Masttro simply does more: 7 categories to Asset Allocation Interactive (AAI)'s 3, including wealth management, advisor operations, and custom dashboards, 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.
What readers say
Asset Allocation Interactive (AAI)
Vote once to reveal the community verdict.
Masttro
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Key differences at a glance
- Free plan
- Asset Allocation Interactive (AAI)
- Broader coverage
- Masttro7 vs 3 categories
- Mobile app
- Masttro
- API access
- Masttro
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 | Subscription |
Free tier | Yes | No |
Free trial | — | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | Yes |
Broker sync | — | Yes |
Integrations | — | 700+ direct custodian data feeds |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Advanced |
Best for | Retail Traders, Pro Retail +4 more | Family Offices, RIAs / Wealth Firms +3 more |
Categories covered | 3 | 7 |
Regions | — | North America, Europe, LatAm, APAC |
| Data & capabilities | ||
Data quality | Multi-currency | Multi-currency |
Capabilities | — | 18 signals: Broker sync, Multi-currency +16 more |
Security | — | 6 signals: SOC2, ISO27001 +4 more |
| Try it | Visit Asset Allocation Interactive (AAI) | Visit Masttro |
Where each one shines
What Asset Allocation Interactive (AAI) and Masttro each do best.ShowHide
Where each one shines
What Asset Allocation Interactive (AAI) and Masttro each do best.What Asset Allocation Interactive (AAI) does best
- Tools for exploring 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.
- Comparison tools for 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.
- Tools for building, saving, customizing, and blending model portfolios for strategic allocation analysis rather than single-stock research.
- Views for reviewing expected return and risk forecasts for individual asset classes and complete portfolios in an interactive web interface.
What Masttro does best
- Consolidate total net worth across public securities, cash, bonds, mutual funds, private equity, hedge funds, venture capital, private credit, real estate, lifestyle assets, crypto, entities, currencies, and geographies.
- 700+ direct custodian data feeds, avoiding screen scraping and third-party aggregation intermediaries where direct feeds are available.
- Monitoring multi-custodian performance, FX-aware dashboards, cash-flow projections, and account views by legal entity, family member, manager, or other filters.
- Management tools for alternatives workflows with capital calls, distributions, fees, closed-end fund cash flows, valuation updates, and cash-flow auditability.
- Modeling for portfolios, investment policies, concentration limits, diversification rules, restrictions, blended benchmarks, and drift monitoring.
Every detail we compared
Every tracked attribute for Asset Allocation Interactive (AAI) and Masttro, side by side.ShowHide
Every detail we compared
Every tracked attribute for Asset Allocation Interactive (AAI) and Masttro, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsCommoditiesFuturesCurrenciesReal EstateHedge FundsPrivate Funds+1 more | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther |
Experience | IntermediateAdvanced | Advanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsFinancial AdvisorsAnalystsStudents/Researchers | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors |
Regions | Not specified | North AmericaEuropeLatAmAPAC |
| Access & integrations | ||
Import methods | Not specified | CustodianManual |
Integrations | Not specified | 700+ direct custodian data feeds |
Export formats | Excel | CSVPDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Not specified | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more |
Vendor & support | Research Affiliates, LLCCountry: United StatesFounded 2002 | MasttroCountry: United StatesFounded 2010Support: 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 | — |
| Entry paid plan | — | Subscription“Fixed annual license” |
Questions we keep getting
What's the difference between Asset Allocation Interactive (AAI) and Masttro?
Asset Allocation Interactive (AAI) leans toward valuation models, data visualizations, and portfolio, while Masttro puts more weight on wealth management, advisor operations, and portfolio. They overlap in 1 categories, so for most people it comes down to workflow preference and price.
Is Asset Allocation Interactive (AAI) or Masttro free to use?
Asset Allocation Interactive (AAI) has a free tier, so you can get started without paying anything. Masttro is paid-only. If budget matters, start with Asset Allocation Interactive (AAI) and see how far it takes you before opening your wallet.
Can I use Asset Allocation Interactive (AAI) or Masttro on my phone?
Masttro 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 Masttro have an API?
Masttro 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 Masttro?
It depends on what you're after. Pick Asset Allocation Interactive (AAI) if valuation models and data visualizations matter to you; go with Masttro if you'd rather have wealth management and advisor operations. And if you only need the basics both share, let price decide.
What asset classes do Asset Allocation Interactive (AAI) and Masttro cover?
Both cover stocks, bonds, real estate, and hedge funds. Asset Allocation Interactive (AAI) also handles commodities, futures, and currencies. Masttro adds mutual funds and cryptos on top.
Can I export data from Asset Allocation Interactive (AAI) and Masttro?
Yes, both export to spreadsheets (Asset Allocation Interactive (AAI): Excel; Masttro: CSV), which is handy if you like running your own numbers.
Can I track my portfolio with Asset Allocation Interactive (AAI) or Masttro?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.