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
Masttro Alternatives & Competitors
PRICE: 0 CENTS
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.
Looking for a Masttro replacement? We've profiled 20 alternatives ranked by category overlap, pricing flexibility, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations—this list has you covered. Dive in to find your next tool.
View free alternatives onlyAlternatives20Curated picks
Free Options13With free tiers
Avg. Overlap38%Category match
Mobile Ready11Native apps
Quick takeaways
Budget-conscious? Try Sharesight, Koyfin, Portfolio123, Snowball Analytics, SEC EDGAR - Company Filings (Full‑Text Search & Search Filings), OpenBB, DeepVest, PortfoliosLab, EODHD, TipRanks, Uncle Stock, ETF Insider, and Fiscal.ai 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 1156Category overlap: 36%
Shared coverage
Client & Investor ReportingHouseholding & Multi-EntityModel Portfolios & SleevesPortfolioCustom 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 Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Alternatives / Capital Calls & Distributions.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Correlation
Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
Similarity score 935Category overlap: 29%
Shared coverage
Client & Investor ReportingModel Portfolios & SleevesPortfolioBroker Connectors
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Screeners, Stock Comparison, and ETF Comparison coverage beyond what Masttro offers.
- Standout features include Annual subscription tiers (Analyst / Presenter / Professional). Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls; prices reflect annual commitment., Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices)., and Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Householding & Multi-Entity.
Adds coverage: Screeners, Stock Comparison, ETF Comparison, and Data Visualizations
Standout features: Annual subscription tiers (Analyst / Presenter / Professional). Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls; prices reflect annual commitment., Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices)., Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs., and Alerts Manager for stocks, funds, and model portfolios; alerts can be based on thousands of metrics and trigger email notifications.
Similarity score 869Category overlap: 21%
Shared coverage
PortfolioData APIsAPIs & SDKs
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Brokerage, Advanced Order Types, and Smart/Direct Routing coverage beyond what Masttro offers.
- Standout features include Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products and CFDs., and Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Brokerage, Advanced Order Types, Smart/Direct Routing, and Paper Trading
Standout features: Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products and CFDs., Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms., and Client Portal includes advanced charting with technical indicators and a live news stream for specific products.
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.
#12 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 818Category overlap: 25%
Shared coverage
Custom DashboardsData APIsAPIs & SDKs
Assets: Stocks, Bonds, and Cryptos
Experience: Advanced
Platforms: Web, Mobile, 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, Data Visualizations, and AI coverage beyond what Masttro offers.
- Standout features include Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB)., and OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys)..
- 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, Data Visualizations, AI, and AI Chat
Standout features: Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB)., OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys)., and OpenBB Workspace: secure app combining customizable UI components, unified data integration, and AI capabilities.
Similarity score 815Category overlap: 21%
Shared coverage
Wealth ManagementPortfolioAudit Trail / Supervision
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- DeepVest keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into AI, AI Chat, and Screeners coverage beyond what Masttro offers.
- Standout features include Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., and Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)..
- Pair it with Masttro if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Householding & Multi-Entity.
Adds coverage: AI, AI Chat, Screeners, and Backtesting
Standout features: Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)., and Portfolio + risk analytics positioning: portfolio optimization & risk analysis (Advisor Premium), plus rolling drawdown/beta/correlation analysis and scenario analysis (rate shocks) listed in plan comparison.
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 782Category overlap: 15%
Shared coverage
Data APIsAPIs & SDKs
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- EODHD keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Calendar, News, and News Sentiment coverage beyond what Masttro offers.
- Standout features include Personal-use pricing: Free ($0), EOD All World ($19.99/mo), EOD+Intraday All World Extended ($29.99/mo), Fundamentals Data Feed ($59.99/mo), All‑In‑One ($99.99/mo)., Commercial-use pricing: Internal Use ($399/mo) and Enterprise ($2499/mo) are listed, plus a Custom plan (quote)., and Rate limits & quotas: minute request limit is 1000 requests/min; paid plans default to 100,000 daily “API calls” (with different endpoints consuming different call amounts)..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Calendar, News, News Sentiment, and Dividends
Standout features: Personal-use pricing: Free ($0), EOD All World ($19.99/mo), EOD+Intraday All World Extended ($29.99/mo), Fundamentals Data Feed ($59.99/mo), All‑In‑One ($99.99/mo)., Commercial-use pricing: Internal Use ($399/mo) and Enterprise ($2499/mo) are listed, plus a Custom plan (quote)., Rate limits & quotas: minute request limit is 1000 requests/min; paid plans default to 100,000 daily “API calls” (with different endpoints consuming different call amounts)., and Tick Data API (US equities): available in All‑In‑One, or “by request” as an additional package; dataset begins 2008‑01‑01; consumes 10 API calls/request.
Similarity score 779Category overlap: 21%
Shared coverage
PortfolioData APIsAPIs & SDKs
Assets: Stocks and Cryptos
Experience: Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- TipRanks keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Stock Ideas, Top Analysts, and Screeners coverage beyond what Masttro offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Stock Ideas, Top Analysts, Screeners, and ETF Screeners
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).
Similarity score 746Category overlap: 25%
Shared coverage
PortfolioData APIsAPIs & SDKs
Assets: Stocks and Cryptos
Experience: Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Uncle Stock keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Screeners, Backtesting, and Data Visualizations coverage beyond what Masttro offers.
- Standout features include Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., and Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, Backtesting, Data Visualizations, and Financials
Standout features: Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude., and (Silver+) Built-in backtesting of screens with yearly rebalancing; (Gold) adds quarterly and half-yearly rebalancing.
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.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
APIs & SDKs×16Portfolio×16Data APIs×15Broker Connectors×9Client & Investor Reporting×7Client Portal & Mobile App×6Model Portfolios & Sleeves×6Householding & Multi-Entity×5
New angles introduced
Categories the alternatives add beyond Masttro.
Screeners+12Data Visualizations+10Watchlist+9Alerts+8Financials+8Risk Metrics+8News+7Blogs+6
Access & Pricing
Free options
13/20
13 picks introduce a free tier you can start with.
Mobile ready
11/20
11 matches support mobile alongside Masttro.
API availability
16/20
16 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, Koyfin, Portfolio123, Snowball Analytics, SEC EDGAR - Company Filings (Full‑Text Search & Search Filings), OpenBB, DeepVest, PortfoliosLab, EODHD, TipRanks, Uncle Stock, ETF Insider, and Fiscal.ai 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
Got ideas for new features?
Suggest on XStarred 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.