Asset Allocation Interactive (AAI) vs Portfolio Visualizer comparison

Both platforms cover Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Both Asset Allocation Interactive (AAI) and Portfolio Visualizer keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Both Asset Allocation Interactive (AAI) and Portfolio Visualizer 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 Portfolio Visualizer stands out for Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., and Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model..