Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which Masttro competitor is worth testing first.
Looking for a Masttro replacement? We've profiled 20 alternatives by workflow fit, pricing flexibility, caveats, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations, this list helps you choose what to test first.
Disclosure: outbound links may include affiliate or sponsor links
Which Alternative Should You Use?
Sharesight
Closest replacement
Best for: DIY investors who need global portfolio performance, dividend, currency, and tax reporting across brokers.
Sharesight best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Sharesight adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan tracks one portfolio with up to 10 holdings..
Watch for: Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Best for: High-net-worth households, founders, expats, and advisors who need a global balance-sheet view across public, private, crypto, real estate, and other assets.
Kubera best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Kubera shares Subscription pricing with the base tool.
Watch for: No permanent free plan: Kubera is a paid product after the 14-day trial, so casual users looking for a free tracker should be sent elsewhere.
Best for: RIAs, broker-dealers, family offices, banks, and trusts that need portfolio accounting, reporting, billing, client portals, and modular wealth operations.
SS&C Black Diamond Wealth Solutions best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
SS&C Black Diamond Wealth Solutions lists Other pricing, so compare the current plan against your existing setup.
Watch for: Enterprise sales motion: Pricing is not self-serve and depends on firm size, modules, implementation, and relationship scope.
Best for: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.
Koyfin best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Koyfin adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history..
Watch for: No public API: Koyfin does not provide user-facing data access through an API.
Bottom line: DIY investors who need global portfolio performance, dividend, currency, and tax reporting across brokers.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web, Mobile, and API
Assets
Stocks, Bonds, and Mutual Funds
Experience
Advanced
Plans
Subscription
Why switch
Sharesight best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Sharesight matches the base audience on Family Offices, RIAs / Wealth Firms, and Financial Advisors.
You gain Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator.
Watch out
Major switch gaps: missing Hedge Funds and Private Funds coverage, missing Custom Dashboards and Audit Trail / Supervision workflows, and does not clearly cover market data API and backtesting and quant research.
Avoid as a full replacement if you rely on market data API and backtesting and quant research.
Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Free-plan limits: Signup required, Free plan tracks one portfolio with up to 10 holdings., and Advanced reports, more portfolios, unlimited holdings, and business workflows require paid plans..
Shared coverage
Wealth ManagementAdvisor OperationsPortfolioAPIs & Data FeedsBroker Connectors
Bottom line: High-net-worth households, founders, expats, and advisors who need a global balance-sheet view across public, private, crypto, real estate, and other assets.
Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web, Mobile, and API
Assets
Stocks, Bonds, and Mutual Funds
Experience
Advanced
Plans
Subscription
Why switch
Kubera best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Kubera matches the base audience on Family Offices, Financial Advisors, and Advanced.
You gain Blogs, Education, Unified net-worth and portfolio dashboard that aggregates global bank, brokerage, crypto and other financial accounts via multiple account aggregators (Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge), plus manual assets - so you can track nearly any stock, ETF or mutual fund across major exchanges worldwide., and Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives..
Watch out
Major switch gaps: missing Hedge Funds coverage, missing Wealth Management and Audit Trail / Supervision workflows, and does not clearly cover portfolio alerts and news and alerts.
Avoid as a full replacement if you rely on portfolio alerts and news and alerts.
No permanent free plan: Kubera is a paid product after the 14-day trial, so casual users looking for a free tracker should be sent elsewhere.
Free-plan limits: Signup required, Trial-only access, and 14-day full trial before paid subscription..
Shared coverage
Advisor OperationsPortfolioCustom DashboardsAPIs & Data FeedsBroker Connectors
Bottom line: RIAs, broker-dealers, family offices, banks, and trusts that need portfolio accounting, reporting, billing, client portals, and modular wealth operations.
Replacement
Drop-in replacement
Pricing fit
Different pricing model
Free tier
No
Platforms
Web, Mobile, and API
Assets
Stocks, Bonds, and Mutual Funds
Experience
Advanced
Why switch
SS&C Black Diamond Wealth Solutions best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
SS&C Black Diamond Wealth Solutions matches the base audience on Family Offices, RIAs / Wealth Firms, and Financial Advisors.
You gain Webhooks, Insider Compliance / Pre-clearance, Regulatory Filings Monitoring, and Blogs.
Watch out
Major switch gaps: missing Hedge Funds, Private Funds, and Real Estate coverage, missing Wealth Management workflows, and does not clearly cover long-term portfolio tracking, screening and idea generation, and macro and fund research.
Avoid as a full replacement if you rely on long-term portfolio tracking, screening and idea generation, and macro and fund research.
Enterprise sales motion: Pricing is not self-serve and depends on firm size, modules, implementation, and relationship scope.
Free-plan limits: No public self-serve pricing., Commercial access requires sales engagement., and Final cost depends on selected platform modules and firm requirements..
Shared coverage
Advisor OperationsPortfolioCustom DashboardsAPIs & Data FeedsBroker ConnectorsAudit Trail / Supervision
Bottom line: RIAs, family offices, private banks, and institutions with complex multi-asset, multi-entity portfolios.
Replacement
Partial replacement
Pricing fit
Different pricing model
Free tier
No
Platforms
Web, Mobile, and API
Assets
Stocks, Bonds, and Mutual Funds
Experience
Advanced
Why switch
Addepar best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Addepar matches the base audience on Family Offices, RIAs / Wealth Firms, and Financial Advisors.
You gain Data Visualizations, Tax Lots / Lot Optimization, Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., and Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform..
Watch out
Major switch gaps: missing Hedge Funds and Other coverage, missing Custom Dashboards and Audit Trail / Supervision workflows, and does not clearly cover portfolio alerts, fundamental research, and screening and idea generation.
Avoid as a full replacement if you rely on portfolio alerts, fundamental research, and screening and idea generation.
Enterprise contract only: Addepar does not publish self-serve pricing; access requires a sales-led subscription and implementation.
Free-plan limits: No public self-serve pricing., Subscription access requires a sales process., and Commercial scope depends on assets, modules, integrations, data feeds, and implementation requirements..
Shared coverage
Wealth ManagementAdvisor OperationsPortfolioAPIs & Data FeedsBroker Connectors
Bottom line: RIAs, broker-dealers, banks, asset managers, and fintechs that need an enterprise wealth ecosystem across planning, proposal, trading, reporting, billing, data, and APIs.
Replacement
Drop-in replacement
Pricing fit
Different pricing model
Free tier
No
Platforms
Web, Mobile, and API
Assets
Stocks, Bonds, and Mutual Funds
Experience
Advanced
Why switch
Envestnet Wealth Management Platform best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Envestnet Wealth Management Platform matches the base audience on Family Offices, RIAs / Wealth Firms, and Financial Advisors.
You gain Webhooks, End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., 2026 company materials cite 25 years of operating history, $7T in platform assets, and usage by over one-third of all financial advisors across major banks, brokerages, wealth managers and RIAs., and RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process..
Watch out
Major switch gaps: missing Cryptos and Other coverage, missing Custom Dashboards and Audit Trail / Supervision workflows, and does not clearly cover portfolio alerts, long-term portfolio tracking, and fundamental research.
Avoid as a full replacement if you rely on portfolio alerts, long-term portfolio tracking, and fundamental research.
Enterprise-only buying path: Pricing and entitlements are determined through sales engagement; there is no self-serve public price table.
Free-plan limits: No public self-serve pricing., Commercial access requires sales engagement., and Final scope depends on platform modules, data/API needs, and firm implementation requirements..
Shared coverage
Wealth ManagementAdvisor OperationsPortfolioAPIs & Data FeedsBroker Connectors
Bottom line: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, Bonds, and Mutual Funds
Experience
Advanced
Plans
Subscription
Why switch
Koyfin best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Koyfin matches the base audience on RIAs / Wealth Firms, Financial Advisors, and Asset Managers.
You gain Screeners, ETF Screeners, Data Visualizations, and Correlation.
Watch out
Major switch gaps: missing API access, missing Hedge Funds, Private Funds, and Real Estate coverage, and missing Wealth Management, APIs & Data Feeds, and Broker Connectors workflows.
Avoid as a full replacement if you rely on portfolio alerts, market data API, and long-term portfolio tracking.
No public API: Koyfin does not provide user-facing data access through an API.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history., and Advisor reporting and custodian integrations require Advisor plans..
Bottom line: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web, Mobile, and API
Assets
Stocks, Bonds, and Mutual Funds
Experience
Advanced
Plans
Subscription
Why switch
GuruFocus best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
GuruFocus matches the base audience on Asset Managers, Advanced, and retail investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.
Watch out
Major switch gaps: missing Hedge Funds, Private Funds, and Real Estate coverage, missing Wealth Management, Advisor Operations, and Audit Trail / Supervision workflows, and does not clearly cover advisor client reporting, portfolio analytics, and portfolio alerts.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and portfolio alerts.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, Free account has limited platform access., and Free members have limited portfolio capacity..
Shared coverage
PortfolioCustom DashboardsAPIs & Data FeedsBroker Connectors
Bottom line: RIAs and wealth firms that want portfolio accounting, trading, CRM, planning, compliance, risk, and client portals in one advisor stack.
Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web, Mobile, and API
Assets
Stocks, Bonds, and Mutual Funds
Experience
Advanced
Plans
Subscription
Why switch
Orion Advisor Tech best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Orion Advisor Tech matches the base audience on Family Offices, RIAs / Wealth Firms, and Financial Advisors.
You gain Risk Metrics, Scenario & Stress Tests, Monte Carlo, and Tax Lots / Lot Optimization.
Watch out
Major switch gaps: missing Hedge Funds, Private Funds, and Real Estate coverage, missing Wealth Management, Portfolio, and Custom Dashboards workflows, and does not clearly cover market data API, long-term portfolio tracking, and fundamental research.
Avoid as a full replacement if you rely on market data API, long-term portfolio tracking, and fundamental research.
Advisor-firm product, not retail: Orion Advisor Tech is built for advisory firms and wealth businesses, not individual investors looking for a personal tracker.
Free-plan limits: No free self-serve product for investors., Public stack pages describe annual starting prices for advisor firms., and Final access and pricing depend on selected stack, modules, and sales process..
Shared coverage
Advisor OperationsAPIs & Data FeedsBroker Connectors
Bottom line: Financial advisors and asset managers who need portfolio analytics, proposals, reports, and client-ready visuals.
Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web
Assets
Stocks, Bonds, and Mutual Funds
Experience
Advanced
Plans
Subscription
Why switch
YCharts best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
YCharts matches the base audience on RIAs / Wealth Firms, Financial Advisors, and Asset Managers.
You gain Screeners, Stock Comparison, ETF Comparison, and Data Visualizations.
Watch out
Major switch gaps: missing Mobile and API access, missing Hedge Funds, Private Funds, and Real Estate coverage, and missing Wealth Management, Custom Dashboards, and APIs & Data Feeds workflows.
Avoid as a full replacement if you rely on portfolio alerts, market data API, and long-term portfolio tracking.
Pricing is sales-led: The current plans page directs users to call or schedule a conversation for pricing.
Free-plan limits: Signup required, Trial-only access, and Current public plans page is quote-led rather than self-serve..
Bottom line: Active and advanced investors who need global multi-asset brokerage access, order types, APIs, and low commission schedules.
Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web, Mobile, and API
Assets
Stocks, Bonds, and Mutual Funds
Experience
Advanced
Plans
Subscription
Why switch
Interactive Brokers (IBKR) best matches the base workflow on portfolio tracking, portfolio analytics, and screening and idea generation.
Interactive Brokers (IBKR) matches the base audience on Financial Advisors, Institutional Investors, and Advanced.
You gain Brokerage, Advanced Order Types, Smart/Direct Routing, and Paper Trading.
Watch out
Major switch gaps: missing Hedge Funds, Private Funds, and Real Estate coverage, missing Wealth Management, Advisor Operations, and Custom Dashboards workflows, and does not clearly cover advisor client reporting, portfolio alerts, and market data API.
Avoid as a full replacement if you rely on advisor client reporting, portfolio alerts, and market data API.
Commission and market-data details vary by market: The record contains separate stock, ETF, options, futures, crypto, and market-data pricing notes by region and product.
Free-plan limits: Signup required, Brokerage account has no recurring platform fee in the profile, but trading commissions and add-on fees vary by product., and Real-time market data and Level II data generally require subscriptions..
Bottom line: Multi-asset investors who want dividend analytics, broker sync, backtesting, fund look-through, and portfolio dashboards.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, Bonds, and Mutual Funds
Experience
Advanced
Plans
Subscription
Why switch
Snowball Analytics best matches the base workflow on portfolio tracking, portfolio analytics, and portfolio alerts.
Snowball Analytics matches the base audience on Advanced, retail investors, and quants and developers.
You gain Watchlist, Backtesting, Dividends, and Dividend Tax / ADR Withholding.
Watch out
Major switch gaps: missing API access, missing Hedge Funds and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and screening and idea generation.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Free-plan limits: Signup required, Free plan has portfolio, holding, custom asset, watchlist, and history limits., and Paid plans have a 14-day trial with no credit card required..
Bottom line: Privacy-conscious long-term investors who want portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, Bonds, and Mutual Funds
Experience
Advanced
Plans
Subscription
Why switch
Wealthfolio best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Wealthfolio matches the base audience on Advanced, retail investors, and advisors and wealth firms.
You gain Data Visualizations, Performance Attribution, Risk Metrics, and Monte Carlo.
Watch out
Major switch gaps: missing API access, missing Hedge Funds and Private Funds coverage, and missing Wealth Management, Advisor Operations, and APIs & Data Feeds workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio alerts, and market data API.
No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.
Free-plan limits: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account., Free use relies on manual tracking or CSV imports; automatic brokerage and device sync require Wealthfolio Connect., and Self-hosted use requires the user to supply and maintain the server, authentication, secrets, backups, and updates..
Bottom line: Self-directed global investors who want transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, Mutual Funds, and Real Estate
Experience
Advanced
Plans
Subscription
Why switch
Portseido best matches the base workflow on portfolio tracking, portfolio analytics, and portfolio alerts.
Portseido matches the base audience on Advanced, retail investors, and quants and developers.
You gain Data Visualizations, Performance Attribution, Risk Metrics, and Tax Lots / Lot Optimization.
Watch out
Major switch gaps: missing API access, missing Bonds, Hedge Funds, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and fundamental research.
Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions; heavier users need Pro.
Free-plan limits: Signup required, Free plan is available with portfolio and transaction limits., and Pro has a 14-day trial with no credit card required..
Bottom line: Serious individual investors who want deep North American stock, ETF, and fund screening.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, Mutual Funds, and Other
Experience
Advanced
Plans
Subscription
Why switch
Stock Rover best matches the base workflow on portfolio tracking, portfolio analytics, and fundamental research.
Stock Rover matches the base audience on Financial Advisors, Advanced, and retail investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.
Watch out
Major switch gaps: missing API access, missing Bonds, Hedge Funds, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio alerts, and market data API.
North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required., and Free plan has monthly limits for Stock Scores and Research Reports..
Bottom line: Rules-based investors who want point-in-time stock and ETF simulations.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web and API
Assets
Stocks
Experience
Advanced
Plans
Subscription
Why switch
Portfolio123 best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
Portfolio123 matches the base audience on Financial Advisors, Institutional Investors, and Advanced.
You gain Screeners, Data Visualizations, Quant, and Stock Ideas.
Watch out
Major switch gaps: missing Mobile access, missing Bonds, Mutual Funds, and Hedge Funds coverage, and missing Wealth Management, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and portfolio alerts.
Advanced research is paid: Free Manage covers portfolio tracking, while ranking, screening, backtesting, API, and DataMiner workflows sit behind paid trials or subscriptions.
Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access., and Homepage-led screener and backtesting access is time limited..
Bottom line: Retail investors who want analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web, Mobile, and API
Assets
Stocks and Cryptos
Experience
Advanced
Plans
Subscription
Why switch
TipRanks best matches the base workflow on portfolio tracking, portfolio analytics, and fundamental research.
TipRanks matches the base audience on Institutional Investors, Advanced, and retail investors.
You gain Stock Ideas, Top Analysts, Screeners, and ETF Screeners.
Watch out
Major switch gaps: missing Bonds, Mutual Funds, and Hedge Funds coverage, missing Wealth Management, Advisor Operations, and Custom Dashboards workflows, and does not clearly cover advisor client reporting, portfolio alerts, and market data API.
Avoid as a full replacement if you rely on advisor client reporting, portfolio alerts, and market data API.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month., and Free API-key tier is limited to 5 requests per minute and 50 requests per month..
Bottom line: U.S. and Canadian households that want investment tracking inside a broader personal-finance and budgeting system.
Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Mobile
Assets
Stocks, Bonds, and Mutual Funds
Plans
Subscription
Why switch
Quicken (Simplifi & Classic) best matches the base workflow on portfolio tracking, portfolio analytics, and portfolio alerts.
Quicken (Simplifi & Classic) matches the base audience on retail investors, fundamental investors, and quants and developers.
You gain Watchlist, Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Watch out
Major switch gaps: missing API access, missing Hedge Funds, Private Funds, and Real Estate coverage, and missing Wealth Management, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and screening and idea generation.
Region-limited product fit: Quicken is designed for the U.S. and Canada, not international investors by default.
Free-plan limits: Signup required, Credit card required, and Plans are paid annual subscriptions..
Bottom line: Advisors, asset allocators, and analysts who need long-term capital market assumptions and portfolio expected-return scenarios.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web
Assets
Stocks, Bonds, and Hedge Funds
Experience
Advanced
Why switch
Asset Allocation Interactive (AAI) best matches the base workflow on portfolio tracking, portfolio analytics, and fundamental research.
Asset Allocation Interactive (AAI) matches the base audience on Financial Advisors, Institutional Investors, and Advanced.
You gain Valuation Models, Data Visualizations, 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..
Watch out
Major switch gaps: missing Mobile and API access, missing Mutual Funds and Cryptos coverage, and missing Wealth Management, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio alerts, and market data API.
Hypothetical forecasts: Research Affiliates states the tool produces hypothetical outcomes and does not recommend securities; users must not treat forecasts as guaranteed returns.
Free-plan limits: Research Affiliates describes AAI as a free source for capital market expectations. and Outputs are hypothetical and informational; Excel download exists but time-series data is not included in the file..
Bottom line: Regular investors who want fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, Mutual Funds, and Other
Experience
Advanced
Plans
Subscription
Why switch
Stock Analysis best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
Stock Analysis matches the base audience on Advanced, retail investors, and fundamental investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.
Watch out
Major switch gaps: missing API access, missing Bonds, Hedge Funds, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and portfolio alerts.
No public API: Stock Analysis does not currently offer API access.
Free-plan limits: Free access is ad-supported., Free exports and financial history are limited compared with Pro and Unlimited., and Brokerage sync, active alerts, full ETF holdings, and advanced analyst filtering require paid plans..
Bottom line: Retail investors who want one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, Mutual Funds, and Cryptos
Experience
Advanced
Plans
Subscription
Why switch
Delta by eToro best matches the base workflow on portfolio tracking, portfolio analytics, and portfolio alerts.
Delta by eToro matches the base audience on Advanced, retail investors, and quants and developers.
You gain Watchlist, Alerts, Calendar, and News.
Watch out
Major switch gaps: missing API access, missing Bonds, Hedge Funds, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and fundamental research.
Free tier is asset-capped: Basic is positioned for up to 10 tracked assets; larger portfolios need PRO or PRO+.
Free-plan limits: Signup required, Basic is free with a limited number of tracked assets., and PRO and PRO+ unlock higher asset limits, deeper analytics, AI/context features, and advanced reporting..
Sharesight is the closest drop-in replacement with overlapping coverage in Wealth Management, Advisor Operations, and Portfolio while adding Risk Metrics and Performance Attribution coverage, Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view. and Public pricing page says 500,000+ investors track investments with Sharesight. features, and a free tier (workflow overlap ~71%).
Budget-conscious? Try Sharesight, Koyfin, GuruFocus, Snowball Analytics, Wealthfolio, Portseido, Stock Rover, Portfolio123, TipRanks, Asset Allocation Interactive (AAI), Stock Analysis, and Delta by eToro to get started without a paid plan.
Round out your stack with new coverage areas like Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator.
Data Visualizations+12Risk Metrics+11Watchlist+11Alerts+9Financials+9News+9Performance Attribution+8Screeners+8
Access & Pricing
Free options
12/20
12 picks introduce a free tier you can start with.
Mobile ready
17/20
17 matches support mobile alongside Masttro.
API availability
10/20
10 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
7 starred / 9 tested
7 tools are flagged as analyst picks; 9 have been hands-on tested.
Avg. coverage overlap
46%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Masttro?
Masttro users most often consider Sharesight, Kubera, and SS&C Black Diamond Wealth Solutions as their go-to alternatives.
Which alternatives keep a free tier?
Sharesight, Koyfin, GuruFocus, Snowball Analytics, Wealthfolio, Portseido, Stock Rover, Portfolio123, TipRanks, Asset Allocation Interactive (AAI), Stock Analysis, and Delta by eToro offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Masttro alternatives cover?
Expect deep coverage across Advisor Operations, APIs & Data Feeds, Audit Trail / Supervision, Broker Connectors, Custom Dashboards, Portfolio, and Wealth Management, so you can port most Masttro workflows without much friction.
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.