Tool Comparison
Asset Allocation Interactive (AAI) vs Wealthfolio
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want valuation models.
- Paid from
- $2.99/mo
- Free plan
- Yes
- Platforms
- Desktop, Mobile, Web
Best if
- You do a lot of your research from your phone
- You want performance attribution, risk metrics, and monte carlo.
- You're newer to investing and want something approachable
Pick Asset Allocation Interactive (AAI) instead if
Asset Allocation Interactive (AAI)
Free · Web
- You want valuation models.
Start here
Wealthfolio
Free • From $2.99/mo · Desktop · Mobile · Web
- You do a lot of your research from your phone
- You want performance attribution, risk metrics, and monte carlo.
- You're newer to investing and want something approachable
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 Wealthfolio 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. Wealthfolio simply does more: 8 categories to Asset Allocation Interactive (AAI)'s 3, including performance attribution, risk metrics, and monte carlo, plus a mobile app. Asset Allocation Interactive (AAI) counters by being completely free.
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Key differences at a glance
- Mobile app
- Wealthfolio
- Broader coverage
- Wealthfolio8 vs 3 categories
- Desktop app
- Wealthfolio
- Beginner friendly
- Wealthfolio
- 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 Wealthfolio does best
- Track investments across accounts with holdings, activities, income, allocation, benchmarks, true time-weighted returns, money-weighted returns, and multi-currency support.
- Keep net-worth assets and liabilities, spending, budgets, savings goals, contribution limits, and portfolio planning in the same local-first application.
- Model retirement and FIRE goals with year-by-year projections, Monte Carlo simulations, stress tests, and sensitivity analysis.
- Run the AGPL-3.0 application on macOS, Windows, Linux, or native iOS, or deploy the web edition on infrastructure you control with Docker.
- Use manual entry and CSV import for free without a Wealthfolio account or subscription.
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 $2.99/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 9 limits: Core app: broker sync: Not included, Core app: device sync: Not included +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | Yes |
API access | No | No |
Broker sync | — | Yes |
Integrations | — | SnapTrade and Docker |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | Retail Traders, Pro Retail +3 more |
Categories covered | 3 | 8 |
Regions | — | — |
| Data & capabilities | ||
Data quality | Multi-currency | Pricing: Vendor and Manual and Multi-currency |
Data partners | — | SnapTrade |
Capabilities | — | 7 signals: Performance attribution, Monte Carlo +5 more |
| Try it | Visit Asset Allocation Interactive (AAI) | Visit Wealthfolio |
Standout features
The best features of Asset Allocation Interactive (AAI) and Wealthfolio.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 Wealthfolio does best
- Track investments across accounts with holdings, activities, income, allocation, benchmarks, true time-weighted returns, money-weighted returns, and multi-currency support.
- Keep net-worth assets and liabilities, spending, budgets, savings goals, contribution limits, and portfolio planning in the same local-first application.
- Model retirement and FIRE goals with year-by-year projections, Monte Carlo simulations, stress tests, and sensitivity analysis.
- Run the AGPL-3.0 application on macOS, Windows, Linux, or native iOS, or deploy the web edition on infrastructure you control with Docker.
- Use manual entry and CSV import for free without a Wealthfolio account or subscription.
All details
Every attribute we track for Asset Allocation Interactive (AAI) and Wealthfolio.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsCommoditiesFuturesCurrenciesReal EstateHedge FundsPrivate Funds+1 more | StocksETFsMutual FundsBondsCurrenciesCryptosReal EstateOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsFinancial AdvisorsAnalystsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive Investors |
Coverage details | Not specified | Identifiers: Ticker and ISIN |
| Data | ||
Pricing sources | Not specified | VendorManual |
Data partners | Not specified | SnapTrade |
| Access & integrations | ||
Import methods | Not specified | CSVBrokerOAuthManual |
Integrations | Not specified | SnapTradeDocker |
Export formats | Not specified | CSVJSON |
| Plans & trust | ||
Capability signals | Not specified | Performance attributionMonte CarloBroker syncPortfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | Syzygy Asset Management, LLCCountry: United StatesFounded 2002 | Teymz Inc.Country: CanadaSupport: Email and Forum |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Free“Core app”broker sync: Not included · device sync: Not included |
| Entry paid plan | — | $2.99/mo“Connect Basic”devices: 6 · institution connections: 0 · +1 more |
| Tier 2 | — | $7.99/mo“Connect Essentials”institution connections: 5 · annual price usd: 79 |
| Top plan | — | $12.99/mo“Connect Duo”institution connections: 12 · annual price usd: 129 |
Questions we keep getting
What's the difference between Asset Allocation Interactive (AAI) and Wealthfolio?
Asset Allocation Interactive (AAI) leans toward valuation models, data visualizations, and portfolio, while Wealthfolio puts more weight on portfolio, data visualizations, and performance attribution. 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 Wealthfolio cost?
Good news: both Asset Allocation Interactive (AAI) and Wealthfolio 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 Wealthfolio?
Wealthfolio 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 Wealthfolio on my phone?
Wealthfolio 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 Wealthfolio?
It depends on what you're after. Pick Asset Allocation Interactive (AAI) if valuation models matter to you; go with Wealthfolio if you'd rather have performance attribution and risk metrics. And if you only need the basics both share, let price decide.
What asset classes do Asset Allocation Interactive (AAI) and Wealthfolio cover?
Both cover stocks, bonds, currencies, and real estate. Asset Allocation Interactive (AAI) also handles commodities, futures, and hedge funds. Wealthfolio adds ETFs, mutual funds, and cryptos on top.
Can I export data from Asset Allocation Interactive (AAI) and Wealthfolio?
Wealthfolio exports to CSV. Asset Allocation Interactive (AAI) is stingier about getting data out.
Can I track my portfolio with Asset Allocation Interactive (AAI) or Wealthfolio?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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