VOL. XCIV, NO. 247

Free Alternatives to Masttro

Checking

Free replacement verdicts

Free Alternatives to Masttro

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, and platform access. Use this list to test Masttro before paying for another subscription.

Switching from Masttro doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Portfolio to Broker Connectors and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.

Visit Masttro All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

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

Details Compare

Koyfin

Best audience fit

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

Details Compare

GuruFocus

Strong runner-up

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

GuruFocus best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
GuruFocus adds a free starting point that the base tool does not show. Free access caveat: signup required and A free account has limited access..

Watch for: Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

Start GuruFocus trial

Details Compare

Snowball Analytics

Strong runner-up

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

Snowball Analytics best matches the base workflow on portfolio tracking, portfolio analytics, and portfolio alerts.
Snowball Analytics adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan has portfolio, holding, custom asset, watchlist, and history limits..

Watch for: Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.

Try Snowball Analytics

Details Compare

Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Free tiers first, then the lowest starting price.

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 Wealthfolio Compare

Full review and details

Partial replacement

Stock Analysis

Analyst pickTested by us

Bottom line: Regular investors looking for fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

Keep

Portfolio
Broker Connectors

Gain

Stock Ideas
Screeners
ETF Screeners
Top Analysts

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 analytics, and portfolio alerts.
Free-plan limits: Free access is ad-supported, Free exports and financial history are limited compared with Pro and Unlimited, and Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans.
No public API: Stock Analysis does not currently offer API access.

Price: MasttroSubscription
Stock AnalysisFree • From $79/yr
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Stock Analysis Pro Compare

Full review and details

Partial replacement

Investing.com

Analyst pickTested by us

Bottom line: Users looking for one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.

Keep

Portfolio

Gain

Stock Ideas
Screeners
Stock Comparison
Data Visualizations

Lose

Wealth Management
Advisor Operations
Custom Dashboards
APIs & Data Feeds
Broker Connectors

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and portfolio alerts.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer, Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month, and ProPicks, premium reports, and deeper datasets are plan-gated.
Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.

Price: MasttroSubscription
Investing.comFree • From $13.99/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-05 via pricing.

View InvestingPro Compare

Full review and details

Perplexity FinancePartial replacementFree • From $20/moFree, no signup

Partial replacement

Perplexity Finance

Analyst pickTested by us

Bottom line: Users looking for cited AI answers over finance pages, filings, news, charts, watchlists, screeners, ownership data, and earnings documents.

Keep

APIs & Data Feeds

Gain

Screeners
Watchlist
Data Visualizations
News

Lose

Wealth Management
Advisor Operations
Portfolio
Custom Dashboards
Broker Connectors

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and portfolio alerts.
Free-plan limits: Free consumer plan includes limited Pro searches, Pro is listed locally at $20/month and Max at $200/month for consumer access, and Agent API finance_search is billed at $0.005 per invocation, or $5 per 1,000 invocations, with model tokens billed separately.
AI answer quality still needs review: Perplexity cites sources, but investment conclusions, calculations, and data joins should be verified before use.

Price: MasttroSubscription
Perplexity FinanceFree • From $20/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Open Perplexity Finance Compare

Full review and details

Delta by eToroPartial replacementFree • From $53.88/yrFree with signup

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 PRO Compare

Full review and details

Snowball AnalyticsPartial replacementFree • From $79.99/yrFree with signup

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 Analytics Compare

Full review and details

MarketlogPartial replacementFree • From $79.99/yrFree with signup

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 Marketlog Compare

Full review and details

PortseidoPartial replacementFree • From $8/yrFree with signup

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 Portseido Compare

Full review and details

getquinPartial replacementFree • From $99.99/yrFree with signup

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 getquin Compare

Full review and details

EPSMomentumPartial replacementFree • From $9.99/moFree with signup

Partial replacement

EPSMomentum

Bottom line: Growth and momentum investors looking for earnings momentum, estimate revisions, PEAD drift, timing signals, scanners, dashboards, and AI analysis in one US stock/ETF platform.

Keep

Portfolio
Custom Dashboards

Gain

Screeners
Stock Ideas
Data Visualizations
Money Flow

Lose

Wealth Management
Advisor Operations
APIs & Data Feeds
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, Bronze is advertised at $0/month, and Silver is advertised at $9.99/month and Gold at $49.99/month, with yearly-plan discounts shown.
US stocks and ETFs focus: EPSMomentum is not positioned as a global multi-asset terminal or full portfolio accounting product.

Price: MasttroSubscription
EPSMomentumFree • From $9.99/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via homepage.

Visit EPSMomentum Compare

Full review and details

TradingViewPartial replacementFree • From $12.95/moFree with signup

Partial replacement

TradingView

Analyst pickTested by us

Bottom line: Traders and investors looking for charting, alerts, screeners, and market coverage across many asset classes.

Keep

Portfolio
Broker Connectors

Gain

Data Visualizations
Quant
Screeners
ETF Screeners

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 analytics, and portfolio alerts.
Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars, and Some real-time exchange data is sold separately from platform plans.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.

Price: MasttroSubscription
TradingViewFree • From $12.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Open TradingView Compare

Full review and details

Portfolio123Partial replacementFree • From $25/moFree with signup

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 Portfolio123 Compare

Full review and details

TipRanksPartial replacementFree • From $29.95/moFree with signup

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 plans Compare

Full review and details

Stock RoverPartial replacementFree • From $34/moFree with signup

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 plans Compare

Full review and details

KoyfinBest audience fitFree • From $468/yrFree with signup

Best audience fit

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 pricing Compare

Full review and details

Fiscal.aiPartial replacementFree • From $39/moFree with signup

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.ai Compare

Full review and details

GuruFocusPartial replacementFree • From $549/yrFree with signup

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 trial Compare

Full review and details

ReflexivityPartial replacementFree • From $99.99/moFree with signup

Partial replacement

Reflexivity

Bottom line: Institutional investors that want explainable AI research over trusted financial datasets, filings, transcripts, portfolio insights, scenario analysis, and auditable outputs.

Keep

Portfolio
APIs & Data Feeds

Gain

Screeners
Quant
Performance Attribution
Scenario & Stress Tests

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, Interactive Brokers lists Reflexivity Basic as free and Reflexivity Plus at $99.99 per month, and IBKR subscriptions begin with a two-week trial of the full platform, then move to Basic or the paid version.
Direct access is sales-led: Institutional access requires a sales conversation. Public pricing is available only for the IBKR Basic and Plus subscriptions.

Price: MasttroSubscription
ReflexivityFree • From $99.99/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Request Reflexivity demo Compare

Full review and details

SharesightClosest replacementFree • Paid plans availableFree with signup

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 Sharesight Compare

Full review and details

CbondsPartial replacementFree • Contact for pricingFree with signup

Partial replacement

Cbonds

Bottom line: Fixed-income analysts needing cross-market bond terms, quotes, yields, ratings, and calendars in one workspace.

Keep

Portfolio
APIs & Data Feeds

Gain

Screeners
Yield Curves
Credit Ratings & Outlooks
New Issues & Calendars

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, Basic website functions are free, but registration is required for account features and paid content, and Private investors are offered a one-week paid trial for $60 rather than a permanent free plan.
API is company-only: Cbonds says private individuals cannot obtain production API access. Companies apply for test access and commercial terms.

Price: MasttroSubscription
CbondsFree • Contact for pricing
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Cbonds subscription Compare

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%).

Every pick keeps a free tier; start with Sharesight, Koyfin, and GuruFocus to road-test Masttro workflows without paying up front.

Round out your stack with new coverage areas like Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator.

Masttro still leads on Audit Trail / Supervision, so keep it handy for those workflows.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×19Broker Connectors×12APIs & Data Feeds×8Custom Dashboards×4Advisor Operations×2Wealth Management×1

New angles introduced

Categories the alternatives add beyond Masttro.

Watchlist+16Data Visualizations+15News+15Alerts+14Calendar+13Screeners+13AI Research+12Dividends+12

Free Access & Pricing

Free options

All 20

20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.

Mobile ready

17/20

17 matches support mobile alongside Masttro.

API availability

9/20

9 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

33%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to Masttro?

Start with Sharesight, Koyfin, and GuruFocus to replicate Masttro workflows without paying for a subscription.

Do these picks stay permanently free?

Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.

Which Masttro workflows stay covered on the free plan?

Expect solid overlap across Wealth Management, Advisor Operations, Portfolio, APIs & Data Feeds, Broker Connectors, and Custom Dashboards, so core Masttro workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

Risk Metrics, Performance Attribution, Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Dividends, Compounding Calculator, Alerts, Screeners, ETF Screeners, Data Visualizations, Correlation, Watchlist, News, Calendar, Financials, Analyst Forecasts, Analyst Ratings & Price Targets, Transcripts, AI Research, Short Interest, ETF Analysis, Fund Analysis, Yield Curves, Stock Ideas, Top Analysts, Stock Comparison, ETF Comparison, Quant, Backtesting, Institutional Ownership, US Government Trades, Corporate Actions & Special Situations, IPO, Splits, Macro Data, Credit Ratings & Outlooks, Scores, Flags, Valuation Models, Improved Filings, Insider Data, Options, AI Chat, Sheets / Excel Add-ins, Education, Blogs, Videos, Forums, Newsletters, Stock Handbook, Monte Carlo, Retirement Calculator, Tax Lots / Lot Optimization, Factor Exposure, Bulls Say Bear Say, News Sentiment, Guidance / Pre-announcements, Options P&L, Notes & Highlights, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, Market Sentiment, Webhooks, Scenario & Stress Tests, Which ETF includes this Stock?, Paper Trading, Order Book / Level II, New Issues & Calendars, CDS Spreads, Money Flow, and Dark Pool & Off-Exchange show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.

Where might I still rely on Masttro?

Custom Dashboards, Audit Trail / Supervision, Wealth Management, APIs & Data Feeds, Broker Connectors, Advisor Operations, and Portfolio remain strengths for Masttro. Keep it handy for those tasks or plan for a paid upgrade if they matter.

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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.