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Masttro Alternatives & Competitors

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Replacement verdicts

Masttro logo

Alternatives to Masttro

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.

Visit MasttroFree alternativesTool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Sharesight logo

Sharesight

Closest replacement

Best for: DIY investors needing 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.

Try Sharesight
DetailsCompare
SS&C Black Diamond Wealth Solutions logo

SS&C Black Diamond Wealth Solutions

Best audience fit

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.

Contact Black Diamond
DetailsCompare
Koyfin logo

Koyfin

Quality-checked pick

Best for: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.

  • 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.

View Koyfin pricing
DetailsCompare
Kubera logo

Kubera

Strong runner-up

Best for: High-net-worth households, founders, expats, and advisors needing 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.

Start Kubera trial
DetailsCompare

Detailed Alternatives

I want to

Our ranked order by workflow overlap and quality.

1
Sharesight logo
Closest replacement

Sharesight

Bottom line: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

Keep

  • Wealth Management
  • Advisor Operations
  • Portfolio
  • APIs & Data Feeds
  • Broker Connectors

Gain

  • Risk Metrics
  • Performance Attribution
  • Downloadable Tax Reports
  • Capital Gains Estimator

Lose

  • Custom Dashboards
  • Audit Trail / Supervision
  • Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures.
  • Direct data aggregation from 700+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets.
  • Supports cash, bonds, mutual funds, public equities, private investments, hedge funds, venture capital, private credit, real estate, art, jewelry, vehicles, and complex entity structures.

Watch out

  • Avoid as a full replacement if you rely on market data API and backtesting and quant research.
  • 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.
  • Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Price
MasttroSubscription
SharesightFree • Paid plans available
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try SharesightCompare
Full review and details
2
SS&C Black Diamond Wealth Solutions logo
Best audience fit

SS&C Black Diamond Wealth Solutions

Bottom line: RIAs, broker-dealers, family offices, banks, and trusts that need portfolio accounting, reporting, billing, client portals, and modular wealth operations.

Keep

  • Advisor Operations
  • Portfolio
  • Custom Dashboards
  • APIs & Data Feeds
  • Broker Connectors
  • Audit Trail / Supervision

Gain

  • Webhooks
  • Insider Compliance / Pre-clearance
  • Regulatory Filings Monitoring
  • Blogs

Lose

  • Wealth Management
  • Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures.
  • Direct data aggregation from 700+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets.
  • Supports cash, bonds, mutual funds, public equities, private investments, hedge funds, venture capital, private credit, real estate, art, jewelry, vehicles, and complex entity structures.
  • Portfolio Management and Consolidated Portfolio Analysis show multi-custodian performance, FX-aware dashboards, and cash-flow projections. Users can filter by legal entity, family member, manager, and other fields.

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking, screening and idea generation, and macro and fund research.
  • Free-plan limits: No public self-serve pricing, Commercial access requires sales engagement, and Final cost depends on selected platform modules and firm requirements.
  • Enterprise sales motion: Pricing is not self-serve and depends on firm size, modules, implementation, and relationship scope.
Price
MasttroSubscription
SS&C Black Diamond Wealth SolutionsContact for pricing
Free tier
Paid only
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via enterprise/contact.

Contact Black DiamondCompare
Full review and details
3
Kubera logo
Partial replacement

Kubera

Bottom line: High-net-worth households, founders, expats, and advisors needing a global balance-sheet view across public, private, crypto, real estate, and other assets.

Keep

  • Advisor Operations
  • Portfolio
  • Custom Dashboards
  • APIs & Data Feeds
  • Broker Connectors

Gain

  • Blogs
  • Education
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.
  • 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.

Lose

  • Wealth Management
  • Audit Trail / Supervision
  • Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures.
  • Direct data aggregation from 700+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets.
  • Supports cash, bonds, mutual funds, public equities, private investments, hedge funds, venture capital, private credit, real estate, art, jewelry, vehicles, and complex entity structures.

Watch out

  • Avoid as a full replacement if you rely on portfolio alerts, fundamental research, and news and alerts.
  • Free-plan limits: Signup required, Trial-only access, and 14-day full trial before paid subscription.
  • 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.
Price
MasttroSubscription
KuberaFrom $250/yr
Free tier
Free trial only
Replacement
Partial replacement

Pricing checked 2026-08-23 via support.

Start Kubera trialCompare
Full review and details
4
Addepar logo
AddeparPartial replacement
4
Addepar logo
Partial replacement

Addepar

Bottom line: RIAs, family offices, private banks, and institutions with complex multi-asset, multi-entity portfolios.

Keep

  • Wealth Management
  • Advisor Operations
  • Portfolio
  • APIs & Data Feeds
  • Broker Connectors

Gain

  • Data Visualizations
  • Tax Lots / Lot Optimization
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.
  • Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform.

Lose

  • Custom Dashboards
  • Audit Trail / Supervision
  • Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures.
  • Direct data aggregation from 700+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets.
  • Supports cash, bonds, mutual funds, public equities, private investments, hedge funds, venture capital, private credit, real estate, art, jewelry, vehicles, and complex entity structures.

Watch out

  • Avoid as a full replacement if you rely on portfolio alerts, fundamental research, and screening and idea generation.
  • 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.
  • Enterprise contract only: Addepar does not publish self-serve pricing. Access requires a sales-led subscription and implementation.
Price
MasttroSubscription
AddeparContact for pricing
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via enterprise/contact.

Request Addepar demoCompare
Full review and details
5
Envestnet Wealth Management Platform logo
Envestnet Wealth Management PlatformDrop-in replacement
5
Envestnet Wealth Management Platform logo
Drop-in replacement

Envestnet Wealth Management Platform

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.

Keep

  • Wealth Management
  • Advisor Operations
  • Portfolio
  • APIs & Data Feeds
  • Broker Connectors

Gain

  • Webhooks
  • The wealth management platform covers planning, proposals, 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.
  • The RIA suite includes planning, trading, reporting, proposal tools, CRM, a client portal, and billing.

Lose

  • Custom Dashboards
  • Audit Trail / Supervision
  • Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures.
  • Direct data aggregation from 700+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets.
  • Supports cash, bonds, mutual funds, public equities, private investments, hedge funds, venture capital, private credit, real estate, art, jewelry, vehicles, and complex entity structures.

Watch out

  • Avoid as a full replacement if you rely on portfolio alerts, long-term portfolio tracking, and fundamental research.
  • 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.
  • Enterprise-only buying path: Pricing and entitlements are determined through sales engagement. There is no public self-serve price table.
Price
MasttroSubscription
Envestnet Wealth Management PlatformContact for pricing
Free tier
Paid only
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via enterprise/contact.

Explore Envestnet platformCompare
Full review and details
6
Koyfin logo
KoyfinQuality-checked pick
6
Koyfin logo
Quality-checked pick

Koyfin

Analyst pickTested by us

Bottom line: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.

Keep

  • Advisor Operations
  • Portfolio
  • Custom Dashboards

Gain

  • Screeners
  • ETF Screeners
  • Data Visualizations
  • Correlation

Lose

  • Wealth Management
  • APIs & Data Feeds
  • Broker Connectors
  • Audit Trail / Supervision
  • Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures.

Watch out

  • Avoid as a full replacement if you rely on portfolio alerts, market data API, and long-term portfolio tracking.
  • Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history, and New accounts receive a seven-day trial and then downgrade to Free without a charge.
  • No public API: Koyfin does not provide user-facing data access through an API.
Price
MasttroSubscription
KoyfinFree • From $468/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View Koyfin pricingCompare
Full review and details
7
GuruFocus logo
GuruFocusPartial replacement
7
GuruFocus logo
Partial replacement

GuruFocus

Analyst pickTested by us

Bottom line: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Keep

  • Portfolio
  • Custom Dashboards
  • APIs & Data Feeds
  • Broker Connectors

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Wealth Management
  • Advisor Operations
  • Audit Trail / Supervision
  • Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures.
  • Direct data aggregation from 700+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets.

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and portfolio alerts.
  • Free-plan limits: Signup required, A free account has limited access, and Free members have limited portfolio capacity.
  • Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Price
MasttroSubscription
GuruFocusFree • From $549/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Start GuruFocus trialCompare
Full review and details
8
Orion Advisor Tech logo
Orion Advisor TechPartial replacement
8
Orion Advisor Tech logo
Partial replacement

Orion Advisor Tech

Bottom line: RIAs and wealth firms that want portfolio accounting, trading, CRM, planning, compliance, risk, and client portals in one advisor stack.

Keep

  • Advisor Operations
  • APIs & Data Feeds
  • Broker Connectors

Gain

  • Risk Metrics
  • Scenario & Stress Tests
  • Monte Carlo
  • Tax Lots / Lot Optimization

Lose

  • Wealth Management
  • Portfolio
  • Custom Dashboards
  • Audit Trail / Supervision
  • Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures.

Watch out

  • Avoid as a full replacement if you rely on market data API, long-term portfolio tracking, and fundamental research.
  • 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.
  • Advisor-firm product, not retail: Orion Advisor Tech is built for advisory firms and wealth businesses, not individual investors looking for a personal tracker.
Price
MasttroSubscription
Orion Advisor TechFrom $275/mo
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via enterprise/contact.

View Orion StacksCompare
Full review and details
9
YCharts logo
YChartsPartial replacement
9
YCharts logo
Partial replacement

YCharts

Tested by us

Bottom line: Financial advisors and asset managers who need portfolio analytics, proposals, reports, and client-ready visuals.

Keep

  • Advisor Operations
  • Portfolio
  • Broker Connectors

Gain

  • Screeners
  • Stock Comparison
  • ETF Comparison
  • Data Visualizations

Lose

  • Wealth Management
  • Custom Dashboards
  • APIs & Data Feeds
  • Audit Trail / Supervision
  • Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures.

Watch out

  • Avoid as a full replacement if you rely on portfolio alerts, market data API, and long-term portfolio tracking.
  • Free-plan limits: Signup required, Trial-only access, and Current public plans page is quote-led rather than self-serve.
  • Pricing is sales-led: The current plans page directs buyers to call or schedule a pricing conversation.
Price
MasttroSubscription
YChartsFrom $3000/yr
Free tier
Free trial only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Schedule YCharts conversationCompare
Full review and details
10
Snowball Analytics logo
Snowball AnalyticsPartial replacement
10
Snowball Analytics logo
Partial replacement

Snowball Analytics

Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

Keep

  • Portfolio
  • Broker Connectors

Gain

  • Watchlist
  • Backtesting
  • Dividends
  • Dividend Tax / ADR Withholding

Lose

  • Wealth Management
  • Advisor Operations
  • Custom Dashboards
  • APIs & Data Feeds
  • Audit Trail / Supervision

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, market data API, and screening and idea generation.
  • 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.
  • Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Price
MasttroSubscription
Snowball AnalyticsFree • From $79.99/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Snowball AnalyticsCompare
Full review and details
11
Interactive Brokers (IBKR) logo
Interactive Brokers (IBKR)Partial replacement
11
Interactive Brokers (IBKR) logo
Partial replacement

Interactive Brokers (IBKR)

Analyst pickTested by us

Bottom line: Active investors who need global multi-asset access, advanced orders, APIs, and volume-based commissions.

Keep

  • Portfolio
  • APIs & Data Feeds

Gain

  • Brokerage
  • Advanced Order Types
  • Smart/Direct Routing
  • Paper Trading

Lose

  • Wealth Management
  • Advisor Operations
  • Custom Dashboards
  • Broker Connectors
  • Audit Trail / Supervision

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio alerts, and market data API.
  • 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.
  • 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.
Price
MasttroSubscription
Interactive Brokers (IBKR)Transaction-priced · Fees vary by offer and jurisdiction
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Open IBKR accountCompare
Full review and details
12
Wealthfolio logo
WealthfolioPartial replacement
12
Wealthfolio logo
Partial replacement

Wealthfolio

Bottom line: Privacy-conscious long-term investors looking for portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.

Keep

  • Portfolio
  • Custom Dashboards
  • Broker Connectors

Gain

  • Data Visualizations
  • Performance Attribution
  • Risk Metrics
  • Monte Carlo

Lose

  • Wealth Management
  • Advisor Operations
  • APIs & Data Feeds
  • Audit Trail / Supervision
  • Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures.

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio alerts, and market data API.
  • 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.
  • 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.
Price
MasttroSubscription
WealthfolioFree • From $3.99/mo
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Download WealthfolioCompare
Full review and details
13
Portseido logo
PortseidoPartial replacement
13
Portseido logo
Partial replacement

Portseido

Bottom line: Self-directed global investors looking for transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.

Keep

  • Portfolio
  • Broker Connectors

Gain

  • Data Visualizations
  • Performance Attribution
  • Risk Metrics
  • Tax Lots / Lot Optimization

Lose

  • Wealth Management
  • Advisor Operations
  • Custom Dashboards
  • APIs & Data Feeds
  • Audit Trail / Supervision

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, market data API, and fundamental research.
  • 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.
  • Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions. Heavier users need Pro.
Price
MasttroSubscription
PortseidoFree • From $8/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try PortseidoCompare
Full review and details
14
Portfolio123 logo
Portfolio123Partial replacement
14
Portfolio123 logo
Partial replacement

Portfolio123

Analyst pickTested by us

Bottom line: Rules-based investors looking for point-in-time stock and ETF simulations.

Keep

  • Portfolio
  • APIs & Data Feeds
  • Broker Connectors

Gain

  • Screeners
  • Data Visualizations
  • Quant
  • Stock Ideas

Lose

  • Wealth Management
  • Advisor Operations
  • Custom Dashboards
  • Audit Trail / Supervision
  • Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures.

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and portfolio alerts.
  • Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access, and General registration offers 30 days of screener and backtesting access without a payment card.
  • Advanced research is paid: Free Manage covers portfolio tracking. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.
Price
MasttroSubscription
Portfolio123Free • From $25/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Portfolio123Compare
Full review and details
15
TipRanks logo
TipRanksPartial replacement
15
TipRanks logo
Partial replacement

TipRanks

Analyst pickTested by us

Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Keep

  • Portfolio
  • APIs & Data Feeds

Gain

  • Stock Ideas
  • Top Analysts
  • Screeners
  • ETF Screeners

Lose

  • Wealth Management
  • Advisor Operations
  • Custom Dashboards
  • Broker Connectors
  • Audit Trail / Supervision

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio alerts, and market data API.
  • Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month, and Free API-key tier is limited to 10 requests per minute and 50 requests per month.
  • Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Price
MasttroSubscription
TipRanksFree • From $29.95/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View TipRanks plansCompare
Full review and details
16
Stock Rover logo
Stock RoverPartial replacement
16
Stock Rover logo
Partial replacement

Stock Rover

Tested by us

Bottom line: Individual investors looking for North American stock, ETF, and fund screening.

Keep

  • Portfolio
  • Broker Connectors

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Stock Comparison

Lose

  • Wealth Management
  • Advisor Operations
  • Custom Dashboards
  • APIs & Data Feeds
  • Audit Trail / Supervision

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio alerts, and market data API.
  • 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.
  • North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Price
MasttroSubscription
Stock RoverFree • From $34/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View Stock Rover plansCompare
Full review and details
17
Delta by eToro logo
Delta by eToroPartial replacement
17
Delta by eToro logo
Partial replacement

Delta by eToro

Bottom line: Retail investors looking for one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.

Keep

  • Portfolio
  • Broker Connectors

Gain

  • Watchlist
  • Alerts
  • Calendar
  • News

Lose

  • Wealth Management
  • Advisor Operations
  • Custom Dashboards
  • APIs & Data Feeds
  • Audit Trail / Supervision

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, market data API, and fundamental research.
  • 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.
  • Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.
Price
MasttroSubscription
Delta by eToroFree • From $53.88/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View Delta PROCompare
Full review and details
18
Marketlog logo
MarketlogPartial replacement
18
Marketlog logo
Partial replacement

Marketlog

Bottom line: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.

Keep

  • Portfolio
  • Broker Connectors

Gain

  • Watchlist
  • Institutional Ownership
  • Data Visualizations
  • Risk Metrics

Lose

  • Wealth Management
  • Advisor Operations
  • Custom Dashboards
  • APIs & Data Feeds
  • Audit Trail / Supervision

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, market data API, and screening and idea generation.
  • Free-plan limits: Signup required, Free supports unlimited portfolios, holdings, and transactions with manual tracking and 5 years of price history, and Plus costs $7.99 monthly or $6.67 per month billed yearly. Pro costs $17.99 monthly or $15 per month billed yearly.
  • Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Price
MasttroSubscription
MarketlogFree • From $79.99/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via homepage.

Track portfolios with MarketlogCompare
Full review and details
19
getquin logo
getquinPartial replacement
19
getquin logo
Partial replacement

getquin

Bottom line: European retail investors looking for a social, mobile-friendly portfolio and net-worth tracker.

Keep

  • Portfolio
  • Broker Connectors

Gain

  • Watchlist
  • Institutional Ownership
  • Stock Ideas
  • Market Sentiment

Lose

  • Wealth Management
  • Advisor Operations
  • Custom Dashboards
  • APIs & Data Feeds
  • Audit Trail / Supervision

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio alerts, and market data API.
  • Free-plan limits: Signup required, Core portfolio tracking is free to download/use, and Premium pricing varies by app store and region.
  • Premium entitlements are not fully public: Getquin premium is available via in-app purchases, but exact feature gating is not fully documented publicly.
Price
MasttroSubscription
getquinFree • From $99.99/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-06-21 via appStore.

Open getquinCompare
Full review and details
20
Fiscal.ai logo
Fiscal.aiPartial replacement
20
Fiscal.ai logo
Partial replacement

Fiscal.ai

Analyst pickTested by us

Bottom line: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.

Keep

  • Portfolio
  • APIs & Data Feeds

Gain

  • Stock Ideas
  • Screeners
  • Stock Comparison
  • Data Visualizations

Lose

  • Wealth Management
  • Advisor Operations
  • Custom Dashboards
  • Broker Connectors
  • Audit Trail / Supervision

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and portfolio alerts.
  • Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits, and Free API access covers 100 companies, 50 requests per minute, and 250 requests per day.
  • Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.
Price
MasttroSubscription
Fiscal.aiFree • From $39/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Fiscal.aiCompare
Full review and details

What This Shortlist Tells You

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, Portfolio and dividend tracking for more than 700,000 stocks, ETFs, and funds across more than 60 markets, plus cash, crypto, property, and custom investments. and Sharesight reports more than 600,000 investors and 200 software, broker, and partner integrations. features, and a free tier (workflow overlap ~71%).

Budget-conscious? Try Sharesight, Koyfin, GuruFocus, Snowball Analytics, Wealthfolio, Portseido, Portfolio123, TipRanks, Stock Rover, Delta by eToro, Marketlog, getquin, and Fiscal.ai 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.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×19Broker Connectors×16APIs & Data Feeds×11Advisor Operations×8Custom Dashboards×5Wealth Management×3Audit Trail / Supervision×1

New angles introduced

Categories the alternatives add beyond Masttro.

Data Visualizations+12Watchlist+12Alerts+11Risk Metrics+11News+10AI Research+9Dividends+9Financials+9

Access & Pricing

Free options

13/20

13 picks introduce a free tier you can start with.

Mobile ready

17/20

17 matches support mobile alongside Masttro.

API availability

11/20

11 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

6 starred / 8 tested

6 tools are flagged as analyst picks; 8 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, SS&C Black Diamond Wealth Solutions, and Kubera as their go-to alternatives.

Which alternatives keep a free tier?

Sharesight, Koyfin, GuruFocus, Snowball Analytics, Wealthfolio, Portseido, Portfolio123, TipRanks, Stock Rover, Delta by eToro, Marketlog, getquin, 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 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.

Keep Exploring

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Short InterestDaily tracker for heavily shorted stocks and short squeeze candidates.
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Live AnalyticsSee what users are clicking, searching, and voting for across the site.
Research ToolsFind screeners, data platforms, portfolio trackers, and research tools.

Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

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.