Asset Allocation Interactive (AAI) vs Portfolio123 comparison

Asset Allocation Interactive (AAI) focuses on Valuation Models, Data Visualizations, and Portfolio while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 2 categories, so choose based on your preferred workflow and pricing.

Good news—both Asset Allocation Interactive (AAI) and Portfolio123 offer free plans. You can try each platform without commitment and only pay when you need premium features.

Portfolio123 is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Portfolio123 provides API access for programmatic data retrieval and custom integrations. Asset Allocation Interactive (AAI) doesn't currently offer an API, so you'll need to use their web interface.

Choose Asset Allocation Interactive (AAI) if you need Long-term capital market expectations tool with model portfolios; users can create, save, and blend customized portfolios., and Updated monthly; covers expected returns for more than 140 assets converted into six global currencies.. Go with Portfolio123 if Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., and Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems. better fits how you invest.

Both cover Stocks. Asset Allocation Interactive (AAI) also includes Bonds, Commodities, Futures, Currencies, Real Estate, Hedge Funds, Private Funds, and Other. Portfolio123 adds coverage for ETFs, and Closed-End Funds.

Portfolio123 offers real-time data feeds, which is essential for active traders. Asset Allocation Interactive (AAI) uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Portfolio123 connects with brokers for portfolio syncing. Asset Allocation Interactive (AAI) requires manual portfolio entry or data import.

Portfolio123 includes a stock screener for finding investment ideas. Asset Allocation Interactive (AAI) focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.