Free Alternatives to Masttro

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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 who need 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.

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Koyfin

Best audience fit

Best for: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.

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.

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GuruFocus

Strong runner-up

Best for: Value investors who want 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 Free account has limited platform 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

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Snowball Analytics

Strong runner-up

Best for: Multi-asset investors who want dividend analytics, broker sync, backtesting, fund look-through, and portfolio dashboards.

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.

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Detailed Alternatives

Sharesight

Closest replacementWorkflow overlap 71%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Plans: Subscription

Why switch

Sharesight best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Sharesight matches the base audience on Family Offices, RIAs / Wealth Firms, and Financial Advisors.
You gain Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator.

Watch out

Major switch gaps: missing Hedge Funds and Private Funds coverage, missing Custom Dashboards and Audit Trail / Supervision workflows, and does not clearly cover market data API and backtesting and quant research.
Avoid as a full replacement if you rely on market data API and backtesting and quant research.
Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
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..

Shared coverage

Wealth ManagementAdvisor OperationsPortfolioAPIs & Data FeedsBroker Connectors

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Koyfin

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 43%

Bottom line: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Plans: Subscription

Why switch

Koyfin best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Koyfin matches the base audience on RIAs / Wealth Firms, Financial Advisors, and Asset Managers.
You gain Screeners, ETF Screeners, Data Visualizations, and Correlation.

Watch out

Major switch gaps: missing API access, missing Hedge Funds, Private Funds, and Real Estate coverage, and missing Wealth Management, APIs & Data Feeds, and Broker Connectors workflows.
Avoid as a full replacement if you rely on portfolio alerts, market data API, and long-term portfolio tracking.
No public API: Koyfin does not provide user-facing data access through an API.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history., and Advisor reporting and custodian integrations require Advisor plans..

Shared coverage

Advisor OperationsPortfolioCustom Dashboards

GuruFocus

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 57%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Plans: Subscription

Why switch

GuruFocus best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
GuruFocus matches the base audience on Asset Managers, Advanced, and retail investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Major switch gaps: missing Hedge Funds, Private Funds, and Real Estate coverage, missing Wealth Management, Advisor Operations, and Audit Trail / Supervision workflows, and does not clearly cover advisor client reporting, portfolio analytics, and portfolio alerts.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and portfolio alerts.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, Free account has limited platform access., and Free members have limited portfolio capacity..

Shared coverage

PortfolioCustom DashboardsAPIs & Data FeedsBroker Connectors

Start GuruFocus trial View details Compare

Snowball Analytics

Best free-tier fitWorkflow overlap 29%

Bottom line: Multi-asset investors who want dividend analytics, broker sync, backtesting, fund look-through, and portfolio dashboards.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Plans: Subscription

Why switch

Snowball Analytics best matches the base workflow on portfolio tracking, portfolio analytics, and portfolio alerts.
Snowball Analytics matches the base audience on Advanced, retail investors, and quants and developers.
You gain Watchlist, Backtesting, Dividends, and Dividend Tax / ADR Withholding.

Watch out

Major switch gaps: missing API access, missing Hedge Funds and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and screening and idea generation.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
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..

Shared coverage

PortfolioBroker Connectors

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Wealthfolio

Best free-tier fitWorkflow overlap 43%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Plans: Subscription

Why switch

Wealthfolio best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Wealthfolio matches the base audience on Advanced, retail investors, and advisors and wealth firms.
You gain Data Visualizations, Performance Attribution, Risk Metrics, and Monte Carlo.

Watch out

Major switch gaps: missing API access, missing Hedge Funds and Private Funds coverage, and missing Wealth Management, Advisor Operations, and APIs & Data Feeds workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio alerts, and market data API.
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.
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..

Shared coverage

PortfolioCustom DashboardsBroker Connectors

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Portseido

Best free-tier fitWorkflow overlap 29%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Mutual Funds, and Real Estate
Experience: Advanced
Plans: Subscription

Why switch

Portseido best matches the base workflow on portfolio tracking, portfolio analytics, and portfolio alerts.
Portseido matches the base audience on Advanced, retail investors, and quants and developers.
You gain Data Visualizations, Performance Attribution, Risk Metrics, and Tax Lots / Lot Optimization.

Watch out

Major switch gaps: missing API access, missing Bonds, Hedge Funds, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and fundamental research.
Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions; heavier users need Pro.
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..

Shared coverage

PortfolioBroker Connectors

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Stock Rover

Hands-on Tested

Best free-tier fitWorkflow overlap 29%

Bottom line: Serious individual investors who want deep North American stock, ETF, and fund screening.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Mutual Funds, and Other
Experience: Advanced
Plans: Subscription

Why switch

Stock Rover best matches the base workflow on portfolio tracking, portfolio analytics, and fundamental research.
Stock Rover matches the base audience on Financial Advisors, Advanced, and retail investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.

Watch out

Major switch gaps: missing API access, missing Bonds, Hedge Funds, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio alerts, and market data API.
North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
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..

Shared coverage

PortfolioBroker Connectors

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Portfolio123

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 43%

Bottom line: Rules-based investors who want point-in-time stock and ETF simulations.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and API
Assets: Stocks
Experience: Advanced
Plans: Subscription

Why switch

Portfolio123 best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
Portfolio123 matches the base audience on Financial Advisors, Institutional Investors, and Advanced.
You gain Screeners, Data Visualizations, Quant, and Stock Ideas.

Watch out

Major switch gaps: missing Mobile access, missing Bonds, Mutual Funds, and Hedge Funds coverage, and missing Wealth Management, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and portfolio alerts.
Advanced research is paid: Free Manage covers portfolio tracking, while ranking, screening, backtesting, API, and DataMiner workflows sit behind paid trials or subscriptions.
Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access., and Homepage-led screener and backtesting access is time limited..

Shared coverage

PortfolioAPIs & Data FeedsBroker Connectors

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TipRanks

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 29%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Stocks and Cryptos
Experience: Advanced
Plans: Subscription

Why switch

TipRanks best matches the base workflow on portfolio tracking, portfolio analytics, and fundamental research.
TipRanks matches the base audience on Institutional Investors, Advanced, and retail investors.
You gain Stock Ideas, Top Analysts, Screeners, and ETF Screeners.

Watch out

Major switch gaps: missing Bonds, Mutual Funds, and Hedge Funds coverage, missing Wealth Management, Advisor Operations, and Custom Dashboards workflows, and does not clearly cover advisor client reporting, portfolio alerts, and market data API.
Avoid as a full replacement if you rely on advisor client reporting, portfolio alerts, and market data API.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month., and Free API-key tier is limited to 5 requests per minute and 50 requests per month..

Shared coverage

PortfolioAPIs & Data Feeds

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Asset Allocation Interactive (AAI)

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 33%

Bottom line: Advisors, asset allocators, and analysts who need long-term capital market assumptions and portfolio expected-return scenarios.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web
Assets: Stocks, Bonds, and Hedge Funds
Experience: Advanced

Why switch

Asset Allocation Interactive (AAI) best matches the base workflow on portfolio tracking, portfolio analytics, and fundamental research.
Asset Allocation Interactive (AAI) matches the base audience on Financial Advisors, Institutional Investors, and Advanced.
You gain Valuation Models, Data Visualizations, Long-term capital market expectations tool with model portfolios; users can create, save, and blend customized portfolios., and Updated monthly; covers expected returns for more than 140 assets converted into six global currencies..

Watch out

Major switch gaps: missing Mobile and API access, missing Mutual Funds and Cryptos coverage, and missing Wealth Management, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio alerts, and market data API.
Hypothetical forecasts: Research Affiliates states the tool produces hypothetical outcomes and does not recommend securities; users must not treat forecasts as guaranteed returns.
Free-plan limits: Research Affiliates describes AAI as a free source for capital market expectations. and Outputs are hypothetical and informational; Excel download exists but time-series data is not included in the file..

Shared coverage

Portfolio

Explore allocation assumptions View details Compare

Stock Analysis

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 29%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Mutual Funds, and Other
Experience: Advanced
Plans: Subscription

Why switch

Stock Analysis best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
Stock Analysis matches the base audience on Advanced, retail investors, and fundamental investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Major switch gaps: missing API access, missing Bonds, Hedge Funds, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and portfolio alerts.
No public API: Stock Analysis does not currently offer API access.
Free-plan limits: Free access is ad-supported., Free exports and financial history are limited compared with Pro and Unlimited., and Brokerage sync, active alerts, full ETF holdings, and advanced analyst filtering require paid plans..

Shared coverage

PortfolioBroker Connectors

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Delta by eToro

Best free-tier fitWorkflow overlap 29%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Mutual Funds, and Cryptos
Experience: Advanced
Plans: Subscription

Why switch

Delta by eToro best matches the base workflow on portfolio tracking, portfolio analytics, and portfolio alerts.
Delta by eToro matches the base audience on Advanced, retail investors, and quants and developers.
You gain Watchlist, Alerts, Calendar, and News.

Watch out

Major switch gaps: missing API access, missing Bonds, Hedge Funds, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and fundamental research.
Free tier is asset-capped: Basic is positioned for up to 10 tracked assets; larger portfolios need PRO or PRO+.
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..

Shared coverage

PortfolioBroker Connectors

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Marketlog

Best free-tier fitWorkflow overlap 29%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Bonds, and Cryptos
Experience: Advanced
Plans: Subscription

Why switch

Marketlog best matches the base workflow on portfolio tracking, portfolio analytics, and portfolio alerts.
Marketlog matches the base audience on Advanced, retail investors, and quants and developers.
You gain Watchlist, Institutional Ownership, Data Visualizations, and Risk Metrics.

Watch out

Major switch gaps: missing API access, missing Mutual Funds, Hedge Funds, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and screening and idea generation.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Free-plan limits: Signup required, Free plan supports 1 portfolio, 12 holdings, 100 transactions, manual tracking, and 5 years pricing data., and App Store lists Plus monthly at $7.99, Plus yearly at $79.99, Pro monthly at $17.99, and Pro yearly at $179.99..

Shared coverage

PortfolioBroker Connectors

Track portfolios with Marketlog View details Compare

getquin

Best free-tier fitWorkflow overlap 29%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Real Estate, and Cryptos
Plans: Subscription

Why switch

getquin best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
getquin matches the base audience on retail investors, quants and developers, and professional analysts.
You gain Watchlist, Institutional Ownership, Stock Ideas, and Market Sentiment.

Watch out

Major switch gaps: missing API access, missing Bonds, Mutual Funds, and Hedge Funds coverage, and missing Wealth Management, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio alerts, and market data API.
Premium entitlements are not fully public: Getquin premium is available via in-app purchases, but exact feature gating is not fully documented publicly.
Free-plan limits: Signup required, Core portfolio tracking is free to download/use., and Premium pricing varies by app store and region..

Shared coverage

PortfolioBroker Connectors

Open getquin View details Compare

Fiscal.ai

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 29%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and API
Assets: Stocks and Mutual Funds
Experience: Advanced
Plans: Subscription

Why switch

Fiscal.ai best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
Fiscal.ai matches the base audience on Financial Advisors, Institutional Investors, and Advanced.
You gain Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.

Watch out

Major switch gaps: missing Mobile access, missing Bonds, Hedge Funds, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and portfolio alerts.
Meaningful limits on free access: The free API trial is capped by allowed companies, burst requests, and daily request volume; deeper history, exports, and advanced datasets require paid plans.
Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits., and Free API access is capped by allowed companies, burst rate, and daily requests..

Shared coverage

PortfolioAPIs & Data Feeds

Try Fiscal.ai View details Compare

TradingView

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 29%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Bonds, and Cryptos
Experience: Advanced
Plans: Subscription

Why switch

TradingView best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
TradingView matches the base audience on Advanced, retail investors, and fundamental investors.
You gain Data Visualizations, Quant, Screeners, and ETF Screeners.

Watch out

Major switch gaps: missing API access, missing Mutual Funds, Hedge Funds, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and portfolio alerts.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
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..

Shared coverage

PortfolioBroker Connectors

Open TradingView View details Compare

SEC EDGAR - Company Filings (Full‑Text Search & Search Filings)

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 14%

Bottom line: Investors, analysts, and builders who need the primary U.S. source for company, fund, insider, ownership, prospectus, and XBRL filing data.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and API
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced

Why switch

SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) best matches the base workflow on portfolio tracking, fundamental research, and API and market data.
SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) matches the base audience on Advanced, retail investors, and fundamental investors.
You gain Regulatory Filings Monitoring, IPO, Corporate Actions & Special Situations, and Insider Data.

Watch out

Major switch gaps: missing Mobile access, missing Cryptos and Other coverage, and missing Wealth Management, Advisor Operations, and Portfolio workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and portfolio alerts.
Fair-access limits apply: Automated access must use a descriptive User-Agent and stay within SEC fair-access guidance, currently 10 requests per second.
Free-plan limits: SEC developer resources say company submissions and extracted XBRL data are available via RESTful JSON APIs on data.sec.gov., SEC fair-access guidance limits automated requests to no more than 10 requests per second., and EDGAR search and company filings are publicly accessible without a paid subscription..

Shared coverage

APIs & Data Feeds

Search SEC EDGAR View details Compare

Investing.com

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 14%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Bonds, and Real Estate
Experience: Advanced
Plans: Subscription

Why switch

Investing.com best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
Investing.com matches the base audience on Advanced, retail investors, and fundamental investors.
You gain Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.

Watch out

Major switch gaps: missing API access, missing Mutual Funds, Hedge Funds, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and portfolio alerts.
Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer., WarrenAI, ProPicks, premium reports, and deeper datasets are plan-gated., and Market-data latency and real-time availability vary by instrument and source..

Shared coverage

Portfolio

View InvestingPro View details Compare

EPSMomentum

Best free-tier fitWorkflow overlap 29%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Stocks
Experience: Advanced
Plans: Subscription

Why switch

EPSMomentum best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
EPSMomentum matches the base audience on Financial Advisors, Advanced, and retail investors.
You gain Screeners, Stock Ideas, Data Visualizations, and Money Flow.

Watch out

Major switch gaps: missing Bonds, Mutual Funds, and Hedge Funds coverage, missing Wealth Management, Advisor Operations, and APIs & Data Feeds workflows, and does not clearly cover advisor client reporting, portfolio analytics, and portfolio alerts.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and portfolio alerts.
US stocks and ETFs focus: EPSMomentum is not positioned as a global multi-asset terminal or full portfolio accounting product.
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..

Shared coverage

PortfolioCustom Dashboards

Visit EPSMomentum View details Compare

Financial Modeling Prep (FMP)

Hands-on Tested

Best free-tier fitWorkflow overlap 14%

Bottom line: Developers and analysts who need REST/WebSocket market data, fundamentals, calendars, transcripts, ownership, ESG, and macro datasets.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and API
Assets: Stocks, Mutual Funds, and Cryptos
Experience: Advanced
Plans: Subscription

Why switch

Financial Modeling Prep (FMP) best matches the base workflow on portfolio tracking, market data API, and fundamental research.
Financial Modeling Prep (FMP) matches the base audience on Asset Managers, Institutional Investors, and Advanced.
You gain Screeners, News, Calendar, and Dividends.

Watch out

Major switch gaps: missing Mobile access, missing Bonds, Hedge Funds, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Portfolio workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and portfolio alerts.
Free sandbox is limited: The Basic plan is capped at 250 API calls per day, end-of-day timeframe, and around 5 years of history.
Free-plan limits: Signup required, Basic plan is limited to 250 API calls per day., and Free tier has end-of-day timeframe, around 5 years of history, and limited bandwidth..

Shared coverage

APIs & Data Feeds

View FMP pricing View details Compare

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, 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 (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×18Broker Connectors×12APIs & Data Feeds×7Custom Dashboards×4Advisor Operations×2Wealth Management×1

New angles introduced

Categories the alternatives add beyond Masttro.

Data Visualizations+15News+15Watchlist+14Alerts+13Dividends+13Calendar+12Financials+12Education+11

Free Access & Pricing

Free options

All 20

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

Mobile ready

15/20

15 matches support mobile alongside Masttro.

API availability

8/20

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

Quality checks

10 starred / 12 tested

10 tools are flagged as analyst picks; 12 have been hands-on tested.

Avg. coverage overlap

32%

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, 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, Notes & Highlights, Factor Exposure, Bulls Say Bear Say, News Sentiment, Guidance / Pre-announcements, Options P&L, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, Market Sentiment, Webhooks, Paper Trading, Order Book / Level II, Regulatory Filings Monitoring, Official Sources, CDS Spreads, Money Flow, Dark Pool & Off-Exchange, and ESG Ratings 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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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!

Got ideas for new features?

Suggest on X

Prefer email? Reach me at support@findmymoat.com

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.