Which platforms should you compare to Masttro first?

SS&C Black Diamond Wealth Solutions, Addepar, Envestnet Wealth Management Platform align closest with Masttro across category coverage and pricing, making them the best comparisons to review first.

Does any matchup include a free-plan alternative?

Yes. Sharesight, Portfolio123, Unusual Whales, and others keep freemium access, so you can benchmark Masttro without a paid commitment.

Which comparisons highlight mobile access?

Masttro goes head-to-head with SS&C Black Diamond Wealth Solutions, Addepar, Envestnet Wealth Management Platform for mobile-ready workflows. Review those matchups if on-the-go research matters.

VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Thursday, December 11, 2025

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Matchup hub

Compare Masttro

Every head-to-head showdown featuring Masttro. Review coverage overlap, standout differentiators, and pricing context before you request demos.

Quick takeaways

SS&C Black Diamond Wealth Solutions overlaps on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Householding & Multi-Entity and pushes into Rebalancing & Trading and Fee Billing & Invoicing with Masttro and is the quickest matchup to review first.

Sharesight, Portfolio123, and Unusual Whales keep freemium tiers so you can benchmark Masttro without committing budget.

Masttro rivals most often add coverage in Data Visualizations, Alerts, and Blogs, so focus there when evaluating upgrades.

Matchups catalogued

Include free tiers

Offer mobile access

40%

Avg category overlap

Category heatmap

How Masttro stacks up

Spot the coverage themes most often compared against this tool and where rivals extend or lag.

Shared battlegrounds

Categories that appear in the majority of head-to-head matchups.

APIs & SDKs23
Data APIs20
Portfolio17
Broker Connectors10
Client Portal & Mobile App6
Client & Investor Reporting5

Where rivals add depth

Common coverage areas that comparison partners introduce beyond Masttro.

Data Visualizations13
Alerts11
Blogs10
Education10
Screeners9
News8

Where Masttro stands alone

Categories that remain exclusive to Masttro across these matchups.

Audit Trail / Supervision23
Document Vault & e-Signature22
Alternatives / Capital Calls & Distributions21
Wealth Management21
Custom Dashboards20
Householding & Multi-Entity20

Matchups

Dive into the full comparison roster

Start with the closest overlaps, then branch into tools that push Masttro into new workflows.

SS&C Black Diamond Wealth Solutions

86% overlap

SS&C Black Diamond Wealth Solutions overlaps on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Householding & Multi-Entity, adds Rebalancing & Trading, Fee Billing & Invoicing, and CRM & Workflow coverage while matching Masttro.

Shared categories

Portfolio Accounting / Book of Record Client & Investor Reporting Householding & Multi-Entity Alternatives / Capital Calls & Distributions Client Portal & Mobile App Document Vault & e-Signature

SS&C Black Diamond Wealth Solutions adds

Rebalancing & Trading
Fee Billing & Invoicing
CRM & Workflow
Webhooks

Masttro keeps to itself

Wealth Management
Data APIs

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View SS&C Black Diamond Wealth Solutions profile

Addepar

79% overlap

Addepar overlaps on Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting, adds Fee Billing & Invoicing, Rebalancing & Trading, and Data Visualizations coverage while matching Masttro.

Shared categories

Wealth Management Portfolio Accounting / Book of Record Client & Investor Reporting Householding & Multi-Entity Alternatives / Capital Calls & Distributions Client Portal & Mobile App

Addepar adds

Fee Billing & Invoicing
Rebalancing & Trading
Data Visualizations
Tax Lots / Lot Optimization

Masttro keeps to itself

Document Vault & e-Signature
Custom Dashboards
Audit Trail / Supervision

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Addepar profile

Envestnet Wealth Management Platform

79% overlap

Envestnet Wealth Management Platform overlaps on Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting, adds Rebalancing & Trading, Fee Billing & Invoicing, and CRM & Workflow coverage while matching Masttro.

Shared categories

Wealth Management Portfolio Accounting / Book of Record Client & Investor Reporting Householding & Multi-Entity Client Portal & Mobile App Document Vault & e-Signature

Envestnet Wealth Management Platform adds

Rebalancing & Trading
Fee Billing & Invoicing
CRM & Workflow
Webhooks

Masttro keeps to itself

Alternatives / Capital Calls & Distributions
Custom Dashboards
Audit Trail / Supervision

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Envestnet Wealth Management Platform profile

Orion Advisor Tech

64% overlap

Orion Advisor Tech overlaps on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Householding & Multi-Entity, adds GIPS Composite Reporting, Rebalancing & Trading, and Fee Billing & Invoicing coverage while matching Masttro.

Shared categories

Portfolio Accounting / Book of Record Client & Investor Reporting Householding & Multi-Entity Alternatives / Capital Calls & Distributions Client Portal & Mobile App Model Portfolios & Sleeves

Orion Advisor Tech adds

GIPS Composite Reporting
Rebalancing & Trading
Fee Billing & Invoicing
CRM & Workflow

Masttro keeps to itself

Wealth Management
Document Vault & e-Signature
Portfolio
Custom Dashboards

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Orion Advisor Tech profile

Sharesight

50% overlap

Sharesight overlaps on Wealth Management, Client & Investor Reporting, and Client Portal & Mobile App, adds Risk Metrics, Performance Attribution, and Downloadable Tax Reports coverage while matching Masttro.

Shared categories

Wealth Management Client & Investor Reporting Client Portal & Mobile App Portfolio Data APIs APIs & SDKs

Sharesight adds

Risk Metrics
Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator

Masttro keeps to itself

Portfolio Accounting / Book of Record
Householding & Multi-Entity
Alternatives / Capital Calls & Distributions
Document Vault & e-Signature

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Sharesight profile

Kubera

75% overlap

Kubera overlaps on Client Portal & Mobile App, Portfolio, and Custom Dashboards, adds Blogs and Education coverage while matching Masttro.

Shared categories

Client Portal & Mobile App Portfolio Custom Dashboards Data APIs APIs & SDKs Broker Connectors

Kubera adds

Blogs
Education

Masttro keeps to itself

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Kubera profile

Portfolio123

29% overlap

Editor’s pick

Hands-on review

Portfolio123 overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Screeners, Data Visualizations, and Quant coverage while matching Masttro.

Shared categories

Portfolio Data APIs APIs & SDKs Broker Connectors

Portfolio123 adds

Screeners
Data Visualizations
Quant
Stock Ideas

Masttro keeps to itself

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View Portfolio123 profile

YCharts

29% overlap

Hands-on review

YCharts overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Screeners, Stock Comparison, and ETF Comparison coverage while matching Masttro.

Shared categories

Portfolio Data APIs APIs & SDKs Broker Connectors

YCharts adds

Screeners
Stock Comparison
ETF Comparison
Data Visualizations

Masttro keeps to itself

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View YCharts profile

Unusual Whales

21% overlap

Editor’s pick

Hands-on review

Unusual Whales overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Screeners, Options & Derivatives, and Paper Trading coverage while matching Masttro.

Shared categories

Portfolio Data APIs APIs & SDKs

Unusual Whales adds

Screeners
Options & Derivatives
Paper Trading
Dark Pool & Off-Exchange

Masttro keeps to itself

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Unusual Whales profile

Interactive Brokers

23% overlap

Editor’s pick

Hands-on review

Interactive Brokers overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Brokerage, Paper Trading, and Advanced Order Types coverage while matching Masttro.

Shared categories

Portfolio Data APIs APIs & SDKs

Interactive Brokers adds

Brokerage
Paper Trading
Advanced Order Types
Smart/Direct Routing

Masttro keeps to itself

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity

Shared platforms

WebMobileAPI

Open full comparison View Interactive Brokers profile

Dune

23% overlap

Dune overlaps on Custom Dashboards, Data APIs, and APIs & SDKs, adds On-chain Analytics, DEX / DeFi, and Wallet / Address Monitoring coverage while matching Masttro.

Shared categories

Custom Dashboards Data APIs APIs & SDKs

Dune adds

On-chain Analytics
DEX / DeFi
Wallet / Address Monitoring
NFT Markets

Masttro keeps to itself

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View Dune profile

ETF Insider

21% overlap

Editor’s pick

Hands-on review

ETF Insider overlaps on Portfolio, Data APIs, and APIs & SDKs, adds ETF Screeners, Screeners, and Data Visualizations coverage while matching Masttro.

Shared categories

Portfolio Data APIs APIs & SDKs

ETF Insider adds

ETF Screeners
Screeners
Data Visualizations
Factor Exposure

Masttro keeps to itself

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View ETF Insider profile

Fiscal.ai

21% overlap

Editor’s pick

Hands-on review

Fiscal.ai overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Screeners, Stock Comparison, and Data Visualizations coverage while matching Masttro.

Shared categories

Portfolio Data APIs APIs & SDKs

Fiscal.ai adds

Screeners
Stock Comparison
Data Visualizations
Watchlist

Masttro keeps to itself

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View Fiscal.ai profile

OpenBB

21% overlap

OpenBB overlaps on Custom Dashboards, Data APIs, and APIs & SDKs, adds Sheets / Excel Add-ins, News, and IPO coverage while matching Masttro.

Shared categories

Custom Dashboards Data APIs APIs & SDKs

OpenBB adds

Sheets / Excel Add-ins
News
IPO
Dividends

Masttro keeps to itself

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View OpenBB profile

PortfoliosLab

21% overlap

PortfoliosLab overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Watchlist, Backtesting, and Correlation coverage while matching Masttro.

Shared categories

Portfolio Data APIs APIs & SDKs

PortfoliosLab adds

Watchlist
Backtesting
Correlation
Risk Metrics

Masttro keeps to itself

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View PortfoliosLab profile

Reflexivity

21% overlap

Reflexivity overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Screeners, Quant, and Performance Attribution coverage while matching Masttro.

Shared categories

Portfolio Data APIs APIs & SDKs

Reflexivity adds

Screeners
Quant
Performance Attribution
Scenario & Stress Tests

Masttro keeps to itself

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View Reflexivity profile

TradingView

21% overlap

Editor’s pick

Hands-on review

TradingView overlaps on Portfolio, APIs & SDKs, and Broker Connectors, adds Screeners, ETF Screeners, and Data Visualizations coverage while matching Masttro.

Shared categories

Portfolio APIs & SDKs Broker Connectors

TradingView adds

Screeners
ETF Screeners
Data Visualizations
Options & Derivatives

Masttro keeps to itself

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity

Shared platforms

WebMobile

Shared pricing

Subscription

Open full comparison View TradingView profile

Tradervue

60% overlap

Tradervue overlaps on Portfolio, APIs & SDKs, and Broker Connectors, adds Risk Metrics and Data Visualizations coverage while matching Masttro.

Shared categories

Portfolio APIs & SDKs Broker Connectors

Tradervue adds

Risk Metrics
Data Visualizations

Masttro keeps to itself

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View Tradervue profile

BizToc

50% overlap

BizToc overlaps on Data APIs and APIs & SDKs, adds News and Reddit coverage while matching Masttro.

Shared categories

Data APIs APIs & SDKs

BizToc adds

News
Reddit

Masttro keeps to itself

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View BizToc profile

FlightAware

40% overlap

FlightAware overlaps on Data APIs and APIs & SDKs, adds Data Visualizations, Alerts, and Satellite / Geospatial coverage while matching Masttro.

Shared categories

Data APIs APIs & SDKs

FlightAware adds

Data Visualizations
Alerts
Satellite / Geospatial

Masttro keeps to itself

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View FlightAware profile

Ghostfolio

67% overlap

Ghostfolio overlaps on Portfolio and APIs & SDKs, adds Data Visualizations coverage while matching Masttro.

Shared categories

Portfolio APIs & SDKs

Ghostfolio adds

Data Visualizations

Masttro keeps to itself

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Ghostfolio profile

GuruFocus

14% overlap

Editor’s pick

Hands-on review

GuruFocus overlaps on Portfolio and Data APIs, adds Screeners, Stock Ideas, and Stock Comparison coverage while matching Masttro.

Shared categories

Portfolio Data APIs

GuruFocus adds

Screeners
Stock Ideas
Stock Comparison
Data Visualizations

Masttro keeps to itself

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View GuruFocus profile

Listen Notes

40% overlap

Listen Notes overlaps on Data APIs and APIs & SDKs, adds Alerts, Education, and Other coverage while matching Masttro.

Shared categories

Data APIs APIs & SDKs

Listen Notes adds

Alerts
Education
Other

Masttro keeps to itself

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Listen Notes profile

Quartr

14% overlap

Editor’s pick

Hands-on review

Quartr overlaps on Data APIs and APIs & SDKs, adds Financials, Transcripts, and Analyst Forecasts coverage while matching Masttro.

Shared categories

Data APIs APIs & SDKs

Quartr adds

Financials
Transcripts
Analyst Forecasts
Calendar

Masttro keeps to itself

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Quartr profile

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.