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 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. features, and a free tier (category overlap ~50%).
VOL. XCIV, NO. 247
Free Alternatives to Masttro
PRICE: 0 CENTS
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. Overlap25%Category match
Mobile Ready9Native apps
Quick takeaways
Every pick keeps a free tier; start with Sharesight, Koyfin, and Portfolio123 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, and Document Vault & e-Signature, 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., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities..
- Pair it with Masttro if you still need Portfolio Accounting / Book of Record, Householding & Multi-Entity, and Alternatives / Capital Calls & Distributions.
Adds coverage: Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator
Standout features: Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities., and Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
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 827Category overlap: 29%
Shared coverage
PortfolioData APIsAPIs & SDKsBroker Connectors
Assets: Stocks
Experience: Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Portfolio123 keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Screeners, Data Visualizations, and Quant coverage beyond what Masttro offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, Data Visualizations, Quant, and Stock Ideas
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Similarity score 826Category overlap: 14%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Snowball Analytics keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Watchlist, Backtesting, and Dividend coverage beyond what Masttro offers.
- Standout features include Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Watchlist, Backtesting, Dividend, and Dividends
Standout features: Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls., and User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
#5 Alternative
Analyst PickHands-on TestedFree Tier
Similarity score 825Category overlap: 18%
Shared coverage
Data APIsAPIs & SDKs
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web and API
Why investors switch
- SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Regulatory Filings Monitoring, IPO, and Secondary Offerings coverage beyond what Masttro offers.
- Standout features include Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Regulatory Filings Monitoring, IPO, Secondary Offerings, and Insider Data
Standout features: Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products., and CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
Similarity score 818Category overlap: 25%
Shared coverage
Custom DashboardsData APIsAPIs & SDKs
Assets: Stocks, Bonds, and Cryptos
Experience: Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- OpenBB keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Sheets / Excel Add-ins, Data Visualizations, and AI coverage beyond what Masttro offers.
- Standout features include Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB)., and OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys)..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Sheets / Excel Add-ins, Data Visualizations, AI, and AI Chat
Standout features: Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB)., OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys)., and OpenBB Workspace: secure app combining customizable UI components, unified data integration, and AI capabilities.
Similarity score 815Category overlap: 21%
Shared coverage
Wealth ManagementPortfolioAudit Trail / Supervision
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- DeepVest keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into AI, AI Chat, and Screeners coverage beyond what Masttro offers.
- Standout features include Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., and Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)..
- Pair it with Masttro if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Householding & Multi-Entity.
Adds coverage: AI, AI Chat, Screeners, and Backtesting
Standout features: Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)., and Portfolio + risk analytics positioning: portfolio optimization & risk analysis (Advisor Premium), plus rolling drawdown/beta/correlation analysis and scenario analysis (rate shocks) listed in plan comparison.
Similarity score 783Category overlap: 21%
Shared coverage
PortfolioData APIsAPIs & SDKs
Assets: Stocks, Mutual Funds, and Cryptos
Experience: Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- PortfoliosLab keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Watchlist, Backtesting, and Correlation coverage beyond what Masttro offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Watchlist, Backtesting, Correlation, and Risk Metrics
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Similarity score 782Category overlap: 15%
Shared coverage
Data APIsAPIs & SDKs
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- EODHD keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Calendar, News, and News Sentiment coverage beyond what Masttro offers.
- Standout features include Personal-use pricing: Free ($0), EOD All World ($19.99/mo), EOD+Intraday All World Extended ($29.99/mo), Fundamentals Data Feed ($59.99/mo), All‑In‑One ($99.99/mo)., Commercial-use pricing: Internal Use ($399/mo) and Enterprise ($2499/mo) are listed, plus a Custom plan (quote)., and Rate limits & quotas: minute request limit is 1000 requests/min; paid plans default to 100,000 daily “API calls” (with different endpoints consuming different call amounts)..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Calendar, News, News Sentiment, and Dividends
Standout features: Personal-use pricing: Free ($0), EOD All World ($19.99/mo), EOD+Intraday All World Extended ($29.99/mo), Fundamentals Data Feed ($59.99/mo), All‑In‑One ($99.99/mo)., Commercial-use pricing: Internal Use ($399/mo) and Enterprise ($2499/mo) are listed, plus a Custom plan (quote)., Rate limits & quotas: minute request limit is 1000 requests/min; paid plans default to 100,000 daily “API calls” (with different endpoints consuming different call amounts)., and Tick Data API (US equities): available in All‑In‑One, or “by request” as an additional package; dataset begins 2008‑01‑01; consumes 10 API calls/request.
Similarity score 779Category overlap: 21%
Shared coverage
PortfolioData APIsAPIs & SDKs
Assets: Stocks and Cryptos
Experience: Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- TipRanks keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Stock Ideas, Top Analysts, and Screeners coverage beyond what Masttro offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Stock Ideas, Top Analysts, Screeners, and ETF Screeners
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).
Similarity score 746Category overlap: 25%
Shared coverage
PortfolioData APIsAPIs & SDKs
Assets: Stocks and Cryptos
Experience: Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Uncle Stock keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Screeners, Backtesting, and Data Visualizations coverage beyond what Masttro offers.
- Standout features include Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., and Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, Backtesting, Data Visualizations, and Financials
Standout features: Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude., and (Silver+) Built-in backtesting of screens with yearly rebalancing; (Gold) adds quarterly and half-yearly rebalancing.
Similarity score 745Category overlap: 21%
Shared coverage
PortfolioData APIsAPIs & SDKs
Assets: Stocks and Mutual Funds
Experience: Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- ETF Insider keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into ETF Screeners, Screeners, and Data Visualizations coverage beyond what Masttro offers.
- Standout features include Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: ETF Screeners, Screeners, Data Visualizations, and Factor Exposure
Standout features: Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., and ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
Similarity score 745Category overlap: 21%
Shared coverage
PortfolioData APIsAPIs & SDKs
Assets: Stocks and Mutual Funds
Experience: Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Screeners, Stock Comparison, and Data Visualizations coverage beyond what Masttro offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, Stock Comparison, Data Visualizations, and Watchlist
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
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 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 700Category overlap: 14%
Shared coverage
Data APIsAPIs & SDKs
Assets: Stocks, Mutual Funds, and Cryptos
Experience: Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- FinancialData.net keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Calendar, IPO, and Dividends coverage beyond what Masttro offers.
- Standout features include REST API for real-time and historical data across equities (US + international), ETFs/funds, indices, derivatives, OTC, crypto and FX., API auth via query parameter `?key=API_KEY` (or `&key=`) and supports JSON or CSV output formats., and Market data endpoints include end-of-day prices, one-minute intraday history, and "latest prices"; real-time quote endpoints are documented as Premium subscription features..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Calendar, IPO, Dividends, and Splits
Standout features: REST API for real-time and historical data across equities (US + international), ETFs/funds, indices, derivatives, OTC, crypto and FX., API auth via query parameter `?key=API_KEY` (or `&key=`) and supports JSON or CSV output formats., Market data endpoints include end-of-day prices, one-minute intraday history, and "latest prices"; real-time quote endpoints are documented as Premium subscription features., and Fundamentals include company information/metrics plus financial statements (income, balance sheet, cash flow) and financial ratios; FAQ states stock prices are adjusted for splits.
Similarity score 682Category overlap: 14%
Shared coverage
Data APIsAPIs & SDKs
Assets: Stocks, Bonds, and Other
Experience: Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Trading Economics keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into GDP, Inflation Rates, and Unemployment Rates coverage beyond what Masttro offers.
- Standout features include Docs advertise indicators (>15,000 data series from official sources) and an economic calendar (~1600 events/month across 150+ countries)., REST API provides direct access to economic indicators plus markets data (FX, stock indexes, government bond yields, commodities) and company financials; includes subscriptions to market quotes and streaming updates (calendar + earnings)., and API supports JSON/CSV/XML output via the &f= parameter and API-key auth via query param (c=) or Authorization header..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: GDP, Inflation Rates, Unemployment Rates, and Interest Rates
Standout features: Docs advertise indicators (>15,000 data series from official sources) and an economic calendar (~1600 events/month across 150+ countries)., REST API provides direct access to economic indicators plus markets data (FX, stock indexes, government bond yields, commodities) and company financials; includes subscriptions to market quotes and streaming updates (calendar + earnings)., API supports JSON/CSV/XML output via the &f= parameter and API-key auth via query param (c=) or Authorization header., and API limits: general limit of 1 request/second; historical endpoints capped at 10,000 rows and economic calendar endpoints capped at 1,000 rows per call.
Similarity score 677Category overlap: 67%
Shared coverage
PortfolioAPIs & SDKs
Assets: Stocks, Cryptos, and Other
Experience: Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Ghostfolio keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Data Visualizations coverage beyond what Masttro offers.
- Standout features include Open-source wealth management software and personal finance dashboard to track net worth across cash, stocks, ETFs and cryptocurrencies on multiple platforms, with a privacy-focused design., Multi-account portfolio tracking with full transaction CRUD, various charts, static risk analysis and performance over standard timeframes such as Today, WTD, MTD, YTD, 1Y, 5Y and Max., and Progressive Web App (PWA) with a mobile-first UI plus an official Android wrapper, so the same Ghostfolio instance can be used on desktop and mobile..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Data Visualizations
Standout features: Open-source wealth management software and personal finance dashboard to track net worth across cash, stocks, ETFs and cryptocurrencies on multiple platforms, with a privacy-focused design., Multi-account portfolio tracking with full transaction CRUD, various charts, static risk analysis and performance over standard timeframes such as Today, WTD, MTD, YTD, 1Y, 5Y and Max., Progressive Web App (PWA) with a mobile-first UI plus an official Android wrapper, so the same Ghostfolio instance can be used on desktop and mobile., and Self-hosting support via AGPL-3.0 code and official Docker images for linux/amd64, arm/v7 and arm64, plus community templates for popular home-server platforms.
Similarity score 672Category overlap: 14%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Ziggma keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Watchlist, Stock Ideas, and Screeners coverage beyond what Masttro offers.
- Standout features include Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios., Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data., and Dividend Tracker that aggregates cash flows and forward income across all linked accounts, monitors portfolio yield and payment timing, and lets users drill into income by holding..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Watchlist, Stock Ideas, Screeners, and ETF Screeners
Standout features: Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios., Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data., Dividend Tracker that aggregates cash flows and forward income across all linked accounts, monitors portfolio yield and payment timing, and lets users drill into income by holding., and Algorithm‑powered Ziggma Stock Scores - daily updated, fully fundamentals‑driven 0–100 ratings based on dozens of indicators for growth, profitability, valuation and financial strength for all US stocks above $100m market cap - plus a Top 50 list of high‑scoring stocks in fast‑growing industries.
Similarity score 668Category overlap: 14%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, Bonds, and Cryptos
Experience: Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- TradingView keeps a free tier, so you can replicate Masttro workflows without upgrading.
- Expands into Data Visualizations, Quant, and Screeners coverage beyond what Masttro offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools..
- Pair it with Masttro if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Data Visualizations, Quant, Screeners, and Stock Ideas
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
APIs & SDKs×15Data APIs×14Portfolio×13Broker Connectors×5Client & Investor Reporting×2Custom Dashboards×2Wealth Management×2Audit Trail / Supervision×1
New angles introduced
Categories the alternatives add beyond Masttro.
Screeners+13Financials+11Alerts+10Calendar+10Data Visualizations+10News+10Dividends+9Watchlist+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
9/20
9 matches support mobile alongside Masttro.
API availability
15/20
15 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 11 tested
9 tools are flagged as analyst picks; 11 have been hands-on tested.
Avg. coverage overlap
25%
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 Portfolio123 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, Householding & Multi-Entity, Model Portfolios & Sleeves, Custom Dashboards, and Audit Trail / Supervision, 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, Screeners, ETF Screeners, Data Visualizations, Correlation, Watchlist, News, Calendar, Financials, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Transcripts, Short Interest, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Fund Overview, Fund Performance, Fund Holdings, Yield Curves, Quant, Stock Ideas, Backtesting, GDP, Interest Rates, Unemployment Rates, Consumer Sentiment, Housing & Construction, Education, Blogs, Videos, Dividends, Splits, Regulatory Filings Monitoring, IPO, Secondary Offerings, Insider Data, 13F, 13D/13G, Sheets / Excel Add-ins, AI, AI Chat, Options, Commitment of Traders (COT), Scenario & Stress Tests, Factor Exposure, Stock Comparison, ETF Comparison, News Sentiment, Delisted, Options & Derivatives, ESG Ratings, Top Analysts, Institutional Data, Scores, Bulls Say Bear Say, AI Report, Buybacks & Authorizations, Inflation Rates, Options P&L, Retirement Calculator, Valuation Models, ETF Overlap, Investor Holdings, Improved Filings, Webhooks, AI Business Summary, AI Earnings Summary, AI Filings Summary, Newsletters, Market Sentiment, Reddit, US Government Trades, Credit Ratings & Outlooks, Paper Trading, and Order Book / Level II 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 Portal & Mobile App, Data APIs, APIs & SDKs, Broker Connectors, Client & Investor Reporting, 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
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.