SS&C Black Diamond Wealth Solutions is the closest drop-in replacement with overlapping coverage in Portfolio Accounting / Book of Record, Client & Investor Reporting, and Householding & Multi-Entity while adding Rebalancing & Trading and Fee Billing & Invoicing coverage and Cloud-native, award-winning wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem. and Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies. features (category overlap ~86%).
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★
PRICE: 5 CENTS
Thursday, December 11, 2025
Programmatic picks
Alternatives to Masttro
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Masttro against peers before committing to a long-term plan.
View free alternativesQuick takeaways
Budget-conscious? Try Sharesight, Portfolio123, Snowball Analytics, SEC EDGAR - Company Filings (Full‑Text Search & Search Filings), TradingView, OpenBB, PortfoliosLab, ETF Insider, Fiscal.ai, BizToc, Koyfin, EODHD (EOD Historical Data), and Unusual Whales to get started without a paid plan.
Round out your stack with new coverage areas like Rebalancing & Trading, Fee Billing & Invoicing, CRM & Workflow, and Webhooks.
#1 Alternative
Similarity score 2132Category overlap: 86%
Shared coverage
Portfolio Accounting / Book of RecordClient & Investor ReportingHouseholding & Multi-EntityAlternatives / Capital Calls & DistributionsClient Portal & Mobile AppDocument Vault & e-Signature
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Rebalancing & Trading, Fee Billing & Invoicing, and CRM & Workflow coverage beyond what Masttro offers.
- Standout features include Cloud-native, award-winning wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem., Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies., and Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault)..
- Pair it with Masttro if you still need Wealth Management and Data APIs.
Adds coverage: Rebalancing & Trading, Fee Billing & Invoicing, CRM & Workflow, and Webhooks
Standout features: Cloud-native, award-winning wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem., Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies., Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault)., and Trading & Rebalancing module integrated with the platform to monitor portfolios, align with models and execute tax-aware trades at scale as part of the unified wealth stack.
#2 Alternative
Similarity score 2109Category overlap: 79%
Shared coverage
Wealth ManagementPortfolio Accounting / Book of RecordClient & Investor ReportingHouseholding & Multi-EntityAlternatives / Capital Calls & DistributionsClient Portal & Mobile App
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Fee Billing & Invoicing, Rebalancing & Trading, and Data Visualizations coverage beyond what Masttro offers.
- Standout features include 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., Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15], and Data aggregation from custodians such as Fidelity and Schwab plus leading market data providers, with the option to manually manage holdings so private investments like real estate and private equity can be viewed alongside publicly traded securities..
- Pair it with Masttro if you still need Document Vault & e-Signature, Custom Dashboards, and Audit Trail / Supervision.
Adds coverage: Fee Billing & Invoicing, Rebalancing & Trading, Data Visualizations, and Tax Lots / Lot Optimization
Standout features: 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., Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15], Data aggregation from custodians such as Fidelity and Schwab plus leading market data providers, with the option to manually manage holdings so private investments like real estate and private equity can be viewed alongside publicly traded securities., and Broad multi-asset security model supporting stocks, bonds, ETFs, mutual funds, closed-end funds, currencies, real estate, private funds, hedge funds, options, futures, digital assets and generic custom assets via rich model types.
#3 Alternative
Similarity score 2109Category overlap: 79%
Shared coverage
Wealth ManagementPortfolio Accounting / Book of RecordClient & Investor ReportingHouseholding & Multi-EntityClient Portal & Mobile AppDocument Vault & e-Signature
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Rebalancing & Trading, Fee Billing & Invoicing, and CRM & Workflow coverage beyond what Masttro offers.
- Standout features include 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., 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., and Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run comprehensive portfolio construction, and manage individual sleeves within a UMA for personalization at scale..
- Pair it with Masttro if you still need Alternatives / Capital Calls & Distributions, Custom Dashboards, and Audit Trail / Supervision.
Adds coverage: Rebalancing & Trading, Fee Billing & Invoicing, CRM & Workflow, and Webhooks
Standout features: 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., 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., Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run comprehensive portfolio construction, and manage individual sleeves within a UMA for personalization at scale., and Envestnet | Tamarac modules: Trading for model management, account monitoring, trading, balancing and reconciliation; Reporting for portfolio analysis, flexible client reporting and billing; plus tight integration with Envestnet’s managed account and research portal.
#4 Alternative
Similarity score 1704Category overlap: 64%
Shared coverage
Portfolio Accounting / Book of RecordClient & Investor ReportingHouseholding & Multi-EntityAlternatives / Capital Calls & DistributionsClient Portal & Mobile AppModel Portfolios & Sleeves
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into GIPS Composite Reporting, Rebalancing & Trading, and Fee Billing & Invoicing coverage beyond what Masttro offers.
- Standout features include Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services., and Trading (Eclipse) delivers tax-intelligent trading at scale with household-level rebalancing, asset location optimization, daily tax-loss harvesting, sleeves for separate trading/reporting/billing, advanced cash monitoring, block trading, and multi-custodian trade file/FIX connectivity..
- Pair it with Masttro if you still need Wealth Management, Document Vault & e-Signature, and Portfolio.
Adds coverage: GIPS Composite Reporting, Rebalancing & Trading, Fee Billing & Invoicing, and CRM & Workflow
Standout features: Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services., Trading (Eclipse) delivers tax-intelligent trading at scale with household-level rebalancing, asset location optimization, daily tax-loss harvesting, sleeves for separate trading/reporting/billing, advanced cash monitoring, block trading, and multi-custodian trade file/FIX connectivity., and Orion Risk Intelligence provides next-generation risk analytics: 100+ regression-based macro stress test scenarios, portfolio and business risk dashboards, asset-drift tracking, proposal and IPS workflows, and firm-level KPI tracking, fueled by Morningstar data.
Similarity score 1568Category overlap: 50%
Shared coverage
Wealth ManagementClient & Investor ReportingClient Portal & Mobile AppPortfolioData APIsAPIs & SDKs
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Sharesight keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Risk Metrics, Performance Attribution, and Downloadable Tax Reports coverage beyond what Masttro offers.
- Standout features include 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., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities..
- Pair it with Masttro if you still need Portfolio Accounting / Book of Record, Householding & Multi-Entity, and Alternatives / Capital Calls & Distributions.
Adds coverage: Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator
Standout features: 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., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities., and Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
#6 Alternative
Similarity score 1456Category overlap: 75%
Shared coverage
Client Portal & Mobile AppPortfolioCustom DashboardsData APIsAPIs & SDKsBroker Connectors
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Blogs and Education coverage beyond what Masttro offers.
- Standout features include 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., 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., and Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Blogs and Education
Standout features: 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., 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., Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin., and Multi-currency wealth tracking designed for cross-border users, supporting assets in many currencies while letting you monitor total wealth and performance in the base currency of your choice.
Similarity score 851Category overlap: 23%
Shared coverage
PortfolioData APIsAPIs & SDKs
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Expands into Brokerage, Paper Trading, and Advanced Order Types coverage beyond what Masttro offers.
- Standout features include Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., and Market depth (Level II) and full order book views via Trader Workstation (TWS)..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Brokerage, Paper Trading, Advanced Order Types, and Smart/Direct Routing
Standout features: Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., Market depth (Level II) and full order book views via Trader Workstation (TWS)., and Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.
Similarity score 843Category overlap: 29%
Shared coverage
PortfolioData APIsAPIs & SDKsBroker Connectors
Assets: Stocks and Mutual Funds
Experience: Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Expands into Screeners, Stock Comparison, and ETF Comparison coverage beyond what Masttro offers.
- Standout features include Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, Stock Comparison, ETF Comparison, and Data Visualizations
Standout features: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators., and Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Similarity score 827Category overlap: 29%
Shared coverage
PortfolioData APIsAPIs & SDKsBroker Connectors
Assets: Stocks
Experience: Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Portfolio123 keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Screeners, Data Visualizations, and Quant coverage beyond what Masttro offers.
- Standout features include 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., 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., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, Data Visualizations, Quant, and Stock Ideas
Standout features: 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., 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., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Similarity score 826Category overlap: 14%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Snowball Analytics keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Watchlist, Backtesting, and Dividend coverage beyond what Masttro offers.
- Standout features include Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Watchlist, Backtesting, Dividend, and Dividends
Standout features: Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls., and User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
#11 Alternative
Analyst PickHands-on TestedFree Tier
Similarity score 825Category overlap: 18%
Shared coverage
Data APIsAPIs & SDKs
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web and API
Why investors switch
- SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Regulatory Filings Monitoring, IPO, and Secondary Offerings coverage beyond what Masttro offers.
- Standout features include Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Regulatory Filings Monitoring, IPO, Secondary Offerings, and Insider Data
Standout features: Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products., and CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
Similarity score 811Category overlap: 21%
Shared coverage
PortfolioAPIs & SDKsBroker Connectors
Assets: Stocks, Bonds, and Cryptos
Experience: Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- TradingView keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Masttro offers.
- Standout features include Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., and Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Options & Derivatives
Standout features: Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks., and Global multi‑asset screeners (stocks, ETFs, bonds, crypto coins, CEX and DEX pairs) with 400+ filter fields, multiple timeframes, auto‑refresh, and data export for external analysis.
Similarity score 783Category overlap: 21%
Shared coverage
Custom DashboardsData APIsAPIs & SDKs
Assets: Stocks, Bonds, and Cryptos
Experience: Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- OpenBB keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Sheets / Excel Add-ins, News, and IPO coverage beyond what Masttro offers.
- Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Sheets / Excel Add-ins, News, IPO, and Dividends
Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
Similarity score 783Category overlap: 21%
Shared coverage
PortfolioData APIsAPIs & SDKs
Assets: Stocks, Mutual Funds, and Cryptos
Experience: Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- PortfoliosLab keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Watchlist, Backtesting, and Correlation coverage beyond what Masttro offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Watchlist, Backtesting, Correlation, and Risk Metrics
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Similarity score 745Category overlap: 21%
Shared coverage
PortfolioData APIsAPIs & SDKs
Assets: Stocks and Mutual Funds
Experience: Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- ETF Insider keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into ETF Screeners, Screeners, and Data Visualizations coverage beyond what Masttro offers.
- Standout features include Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: ETF Screeners, Screeners, Data Visualizations, and Factor Exposure
Standout features: Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., and ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
Similarity score 745Category overlap: 21%
Shared coverage
PortfolioData APIsAPIs & SDKs
Assets: Stocks and Mutual Funds
Experience: Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Screeners, Stock Comparison, and Data Visualizations coverage beyond what Masttro offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, Stock Comparison, Data Visualizations, and Watchlist
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Similarity score 736Category overlap: 50%
Shared coverage
Data APIsAPIs & SDKs
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- BizToc keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into News and Reddit coverage beyond what Masttro offers.
- Standout features include ‘Wire’ page: real‑time, chronological feed from ~top 100 U.S. business sites., Homepage hubs for major publishers plus ‘Reddit Trending’, ‘X Trends’, and movers blocks., and ‘Imagery’ (NewsWall): latest business news in pictures..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: News and Reddit
Standout features: ‘Wire’ page: real‑time, chronological feed from ~top 100 U.S. business sites., Homepage hubs for major publishers plus ‘Reddit Trending’, ‘X Trends’, and movers blocks., ‘Imagery’ (NewsWall): latest business news in pictures., and Customization: dark mode and configurable news grid; site‑wide search.
Similarity score 728Category overlap: 14%
Shared coverage
PortfolioCustom Dashboards
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Koyfin keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Masttro offers.
- Standout features include Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Stock Comparison
Standout features: Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., and Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.
Similarity score 722Category overlap: 14%
Shared coverage
Data APIsAPIs & SDKs
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- EODHD (EOD Historical Data) keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into News, News Sentiment, and Analyst Forecasts coverage beyond what Masttro offers.
- Standout features include End-of-day OHLCV data via API with daily, weekly, and monthly series, fully adjusted for splits and dividends. JSON and CSV supported., Intraday historical prices available at 1-minute, 5-minute, and 1-hour intervals., and Delayed live quotes: 15–20 minute delay for stocks, 1-minute delay for FX; supports multi-ticker queries..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: News, News Sentiment, Analyst Forecasts, and Dividends
Standout features: End-of-day OHLCV data via API with daily, weekly, and monthly series, fully adjusted for splits and dividends. JSON and CSV supported., Intraday historical prices available at 1-minute, 5-minute, and 1-hour intervals., Delayed live quotes: 15–20 minute delay for stocks, 1-minute delay for FX; supports multi-ticker queries., and Real-time WebSocket streaming (<50 ms latency) for US equities, forex, and crypto, with up to 50 simultaneous tickers and pre/post-market support.
Similarity score 719Category overlap: 21%
Shared coverage
PortfolioData APIsAPIs & SDKs
Assets: Stocks
Experience: Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Unusual Whales keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Screeners, Options & Derivatives, and Paper Trading coverage beyond what Masttro offers.
- Standout features include Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., and Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, Options & Derivatives, Paper Trading, and Dark Pool & Off-Exchange
Standout features: Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals., and Options Profit Calculator to model multi-leg strategies, Greeks, and payoff P/L.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
APIs & SDKs×18Data APIs×16Portfolio×15Broker Connectors×10Client Portal & Mobile App×6Client & Investor Reporting×5Custom Dashboards×4Householding & Multi-Entity×4
New angles introduced
Categories the alternatives add beyond Masttro.
News+10Data Visualizations+9Blogs+8Education+8Financials+8Screeners+8Watchlist+8Alerts+7
Access & Pricing
Free options
13/20
13 picks introduce a free tier you can start with.
Mobile ready
12/20
12 matches support mobile alongside Masttro.
API availability
17/20
17 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 10 tested
9 tools are flagged as analyst picks; 10 have been hands-on tested.
Avg. coverage overlap
38%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Masttro?
Masttro users most often consider SS&C Black Diamond Wealth Solutions, Addepar, and Envestnet Wealth Management Platform as their go-to alternatives.
Which alternatives keep a free tier?
Sharesight, Portfolio123, Snowball Analytics, SEC EDGAR - Company Filings (Full‑Text Search & Search Filings), TradingView, OpenBB, PortfoliosLab, ETF Insider, Fiscal.ai, BizToc, Koyfin, EODHD (EOD Historical Data), and Unusual Whales 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 Alternatives / Capital Calls & Distributions, APIs & SDKs, Audit Trail / Supervision, Broker Connectors, Client & Investor Reporting, Client Portal & Mobile App, Custom Dashboards, Data APIs, Document Vault & e-Signature, Householding & Multi-Entity, Model Portfolios & Sleeves, Portfolio, Portfolio Accounting / Book of Record, and Wealth Management, so you can port most Masttro workflows without much friction.
Information
About Me
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.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
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!
OR
Starred Tools
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.