Sharesight is the closest drop-in replacement with overlapping coverage in Wealth Management, Client & Investor Reporting, and Client Portal & Mobile App while adding Risk Metrics and Performance Attribution coverage, Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view. and Public pricing page says 500,000+ investors track investments with Sharesight. features, and a free tier (category overlap ~50%).
Free Alternatives to Masttro
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Free Alternatives to Masttro
Zero-cost replacements ranked by category overlap, pricing, 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 APIs & SDKs to Data APIs and beyond. Each pick below is ranked by how closely it matches Masttro's category footprint—so you can trial replacements without opening your wallet.
View all alternativesAlternatives20Curated picks
Free Options20With free tiers
Avg. Overlap24%Category match
Mobile Ready11Native apps
Quick takeaways
Every pick keeps a free tier; start with Sharesight, GuruFocus, and Koyfin 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 Portfolio Accounting / Book of Record, Alternatives / Capital Calls & Distributions, Document Vault & e-Signature, and Audit Trail / Supervision, so keep it handy for those workflows.
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., Public pricing page says 500,000+ investors track investments with Sharesight., and 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..
- 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., Public pricing page says 500,000+ investors track investments with Sharesight., 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.
Similarity score 1162Category overlap: 36%
Shared coverage
PortfolioCustom DashboardsData APIsAPIs & SDKsBroker Connectors
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- GuruFocus keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Masttro offers.
- Standout features include Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., and All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration., and Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
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 959Category 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
- Interactive Brokers (IBKR) keeps a free tier, so you can replicate Masttro workflows without upgrading.
- 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, CFDs, crypto ETPs, crypto futures/options, and spot crypto where available by jurisdiction., 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, CFDs, crypto ETPs, crypto futures/options, and spot crypto where available by jurisdiction., Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms., and UK product pages highlight £3/€3 Western European stock and ETF trades at typical trade sizes, larger Western European trades at 0.05% of trade value, and US stock/ETF commissions from USD 0.0005 to USD 0.0035 per share.
Similarity score 859Category overlap: 21%
Shared coverage
PortfolioData APIsAPIs & SDKs
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Charles Schwab keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Brokerage, Watchlist, and Options & Derivatives coverage beyond what Masttro offers.
- Standout features include Zero-commission online trades for listed stocks and ETFs; options at $0.65 per contract and futures/futures options at $2.25 per contract per side, with separate exchange/regulatory/overnight fees where applicable., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs including the S&P 500 and Nasdaq 100., and paperMoney® virtual accounts that let you practice trading with live market data..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Brokerage, Watchlist, Options & Derivatives, and Paper Trading
Standout features: Zero-commission online trades for listed stocks and ETFs; options at $0.65 per contract and futures/futures options at $2.25 per contract per side, with separate exchange/regulatory/overnight fees where applicable., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs including the S&P 500 and Nasdaq 100., paperMoney® virtual accounts that let you practice trading with live market data., and Tradable universe spans stocks, ETFs, options, futures, mutual funds, bonds, forex, crypto ETPs, and a coming Schwab Crypto™ account for Bitcoin and Ethereum; futures and forex require separate approval and are offered by Schwab Futures & Forex LLC.
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 predictors for expected returns and plug the predictions into ranking systems, strategy simulations and asset-level analysis, with no-code model evaluation, blocked K-fold cross validation, lift charts and model/portfolio statistics.
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 and multi-portfolio sync., 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 70+ global exchanges and 25+ 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 automatic daily Snowball sync, aggregator-dependent broker refreshes 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 and multi-portfolio sync., 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 70+ global exchanges and 25+ 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 automatic daily Snowball sync, aggregator-dependent broker refreshes 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.
#8 Alternative
Analyst PickHands-on TestedFree Tier
Similarity score 825Category overlap: 17%
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 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, diversification 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, diversification 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, corporate insiders and individual investors) 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 Smart Score pages disclose backtested performance context; current public examples show Top Smart Score stocks backtested from January 2016 versus the S&P 500, with a disclaimer that backtests are not actual results..
- 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, corporate insiders and individual investors) 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)., Smart Score pages disclose backtested performance context; current public examples show Top Smart Score stocks backtested from January 2016 versus the S&P 500, with a disclaimer that backtests are not actual results., and AI Stock Analysis: automated report that analyzes business model, financial statements, technical indicators and market sentiment to generate an AI model rating and price target; examples include positive/negative factors, income statement, balance sheet, cash flow and technical-analysis sections.
Similarity score 767Category overlap: 17%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, Mutual Funds, and Real Estate
Experience: Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Portseido keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Data Visualizations, Performance Attribution, and Risk Metrics coverage beyond what Masttro offers.
- Standout features include All-in-one portfolio tracker for stocks, ETFs, cryptocurrencies and custom assets, with public pages citing 70+ stock exchanges, 20,000+ ETFs and investors in 160+ countries., Web app plus iOS and Android apps for tracking portfolio performance, viewing real-time market data, managing trades and accessing investment insights on the go., and Portfolio analytics include money-weighted return (MWR), time-weighted return (TWR), simple return, beta, drawdown, Sharpe ratio, max drawdown duration and benchmarking against user-selected indices, ETFs and other assets..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Data Visualizations, Performance Attribution, Risk Metrics, and Tax Lots / Lot Optimization
Standout features: All-in-one portfolio tracker for stocks, ETFs, cryptocurrencies and custom assets, with public pages citing 70+ stock exchanges, 20,000+ ETFs and investors in 160+ countries., Web app plus iOS and Android apps for tracking portfolio performance, viewing real-time market data, managing trades and accessing investment insights on the go., Portfolio analytics include money-weighted return (MWR), time-weighted return (TWR), simple return, beta, drawdown, Sharpe ratio, max drawdown duration and benchmarking against user-selected indices, ETFs and other assets., and Allocation dashboards break holdings down by businesses, industries, sectors, countries, regions, asset classes and other dimensions, with filtered multi-portfolio views.
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 100,000+ stocks (nano-cap to large-cap) across all continents with 2,000+ metrics; pricing page lists “History: 25 years. 35 years on US.” 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 100,000+ stocks (nano-cap to large-cap) across all continents with 2,000+ metrics; pricing page lists “History: 25 years. 35 years on US.” 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 Stock Ideas, Screeners, and Stock Comparison coverage beyond what Masttro offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across 100,000+ global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for 2,250+ companies in the pricing table and largest 2,300 companies globally by market capitalization in API docs; history depth scales by plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Data Visualizations
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across 100,000+ global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for 2,250+ companies in the pricing table and largest 2,300 companies globally by market capitalization in API docs; history depth scales by plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Fiscal MCP is now documented as a first-class integration surface: Fiscal.ai is an official Claude Connector, and the same Streamable HTTP MCP endpoint works with ChatGPT developer mode, Cursor, Codex CLI, VS Code Copilot, Gemini CLI and other MCP clients via OAuth or API-key bearer auth.
Similarity score 738Category overlap: 40%
Shared coverage
Data APIsAPIs & SDKs
Assets: Stocks, Bonds, and Cryptos
Experience: Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- BizToc keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into News, Market Sentiment, and Reddit coverage beyond what Masttro offers.
- Standout features include Single-page news hub; homepage includes a Markets snapshot (major indices, 10Y yield, oil, gold, Bitcoin) and a Fear & Greed score., Real-time “Wire” feed: chronological updates from the “top 100 U.S. business news sites.”, and Custom news grid configurator: drag to rearrange source boxes, hide boxes, and “Reset To Default Grid” (desktop configuration recommended)..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: News, Market Sentiment, and Reddit
Standout features: Single-page news hub; homepage includes a Markets snapshot (major indices, 10Y yield, oil, gold, Bitcoin) and a Fear & Greed score., Real-time “Wire” feed: chronological updates from the “top 100 U.S. business news sites.”, Custom news grid configurator: drag to rearrange source boxes, hide boxes, and “Reset To Default Grid” (desktop configuration recommended)., and “Imagery” (NewsWall) view: “The Latest News in Pictures.”
Similarity score 723Category overlap: 21%
Shared coverage
Custom DashboardsData APIsAPIs & SDKs
Assets: Stocks and Other
Experience: Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- TickerTrends keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what Masttro offers.
- Standout features include KPI Forecasting Suite: forward-looking company KPI forecasts, forecast revisions, margin-of-error ranges, confidence levels, and comparisons versus analyst consensus for the forward quarters., Alternative-data KPI dashboards that combine search, downloads, web traffic, social activity, consensus estimates, and other signals into unified time-series forecasting models., and Consumer Interest Trackers and Consumer Usage Trackers that combine Google Search, mobile app usage, website traffic, TikTok hashtag views, Reddit activity, Wikipedia page views, Amazon Search, and other demand-side signals..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Data Visualizations
Standout features: KPI Forecasting Suite: forward-looking company KPI forecasts, forecast revisions, margin-of-error ranges, confidence levels, and comparisons versus analyst consensus for the forward quarters., Alternative-data KPI dashboards that combine search, downloads, web traffic, social activity, consensus estimates, and other signals into unified time-series forecasting models., Consumer Interest Trackers and Consumer Usage Trackers that combine Google Search, mobile app usage, website traffic, TikTok hashtag views, Reddit activity, Wikipedia page views, Amazon Search, and other demand-side signals., and Exploding Trends discovery workflow for rising consumer keywords, hashtags, websites, and search topics, with related public-company and private-company mappings.
Similarity score 708Category overlap: 14%
Shared coverage
Data APIsAPIs & SDKs
Assets: Stocks, Mutual Funds, and Cryptos
Experience: Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Financial Modeling Prep (FMP) keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Screeners, News, and Calendar coverage beyond what Masttro offers.
- Standout features include Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., and Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, News, Calendar, and Dividends
Standout features: Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns., and Built‑in valuation and advanced metrics including DCF models, owner earnings and other formula‑based indicators documented in the Financial Formulas section, with a Custom DCF Calculator and Advanced Market Metrics (e.g., sector performance, technical indicators) available on higher‑tier plans.
Similarity score 706Category overlap: 14%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, Mutual Funds, and Cryptos
Experience: Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Delta by eToro keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Watchlist, Alerts, and Calendar coverage beyond what Masttro offers.
- Standout features include All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices., Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions., and Portfolio dashboards show performance, asset allocation, portfolio diversity, geographic exposure, sector exposure, historical performance, gains/losses, fees, and portfolio P/E..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Watchlist, Alerts, Calendar, and News
Standout features: All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices., Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions., Portfolio dashboards show performance, asset allocation, portfolio diversity, geographic exposure, sector exposure, historical performance, gains/losses, fees, and portfolio P/E., and Asset-level pages provide prices, charts, alerts, asset performance, analyst/news-style context, and detail pages for supported instruments.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
APIs & SDKs×16Data APIs×16Portfolio×14Broker Connectors×6Custom Dashboards×4Client & Investor Reporting×2Client Portal & Mobile App×1Householding & Multi-Entity×1
New angles introduced
Categories the alternatives add beyond Masttro.
Screeners+14Data Visualizations+12News+12Alerts+11Watchlist+11Financials+10AI+9Calendar+9
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
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
24%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Masttro?
Start with Sharesight, GuruFocus, and Koyfin 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, Client & Investor Reporting, Client Portal & Mobile App, Portfolio, Data APIs, APIs & SDKs, Broker Connectors, Custom Dashboards, Householding & Multi-Entity, and Model Portfolios & Sleeves, 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, Dividend, Compounding Calculator, Alerts, Stock Ideas, Screeners, ETF Screeners, Top Analysts, Stock Comparison, ETF Comparison, Data Visualizations, Quant, Backtesting, Correlation, Watchlist, Investor Holdings, US Government Trades, News, Calendar, Special Situations, IPO, Delisted, Acquisitions, Spin-offs, Dividends, Splits, Commitment of Traders (COT), Yield Curves, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Financials, Scores, Flags, Valuation Models, Improved Filings, Transcripts, Insider Data, Institutional Data, Short Interest, 13D/13G, 13F, Options, ETF Overview, ETF Holdings, Fund Holdings, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, AI, AI Chat, Sheets / Excel Add-ins, Education, Blogs, Videos, Forums, Newsletters, Stock Handbook, ETF Performance, ETF Fundamentals, ETF Valuation, Fund Overview, Fund Performance, Brokerage, Advanced Order Types, Smart/Direct Routing, Paper Trading, Options & Derivatives, Order Book / Level II, Crypto Derivatives, Factor Exposure, Consumer Sentiment, Housing & Construction, AI Business Summary, Regulatory Filings Monitoring, Secondary Offerings, Official Sources, News Sentiment, ESG Ratings, Bulls Say Bear Say, AI Report, Buybacks & Authorizations, Guidance / Pre-announcements, Options P&L, Retirement Calculator, Tax Lots / Lot Optimization, ETF Overlap, AI Filings Summary, AI Earnings Summary, Webhooks, Market Sentiment, Reddit, Earnings Calls Sentiment, App & Website Traffic, Employee/Consumer Reviews, On-chain Analytics, DEX / DeFi, and Wallet / Address Monitoring 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?
Portfolio Accounting / Book of Record, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, Document Vault & e-Signature, Model Portfolios & Sleeves, Custom Dashboards, Audit Trail / Supervision, Wealth Management, Client & Investor Reporting, Client Portal & Mobile App, Data APIs, APIs & SDKs, Broker Connectors, and Portfolio remain strengths for Masttro. Keep it handy for those tasks or plan for a paid upgrade if they matter.
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
- Website: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.