VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 31, 2026
Tool Comparison
Addepar vs Masttro comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
At a glance
| Addepar | Masttro | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | — |
| Enterprise option | ||
| Available plans | Platform (SaaS) | Fixed annual license |
Vote sentiment comparison
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Platform details
| Attribute | Addepar | Masttro |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther |
Experience | IntermediateAdvanced | Advanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeLatAmAPAC |
Data freshness | End of Day | Not specified |
API access | REST | Not specified |
Export formats | JSONPDF | CSVPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Addepar only.
Categories covered by Masttro only.
Frequently Asked Questions
What's the difference between Addepar and Masttro?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Masttro specializes in Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting. They overlap in 11 categories, so choose based on your preferred workflow and pricing.
How much do Addepar and Masttro cost?
Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.
Do Addepar and Masttro have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Addepar or Masttro?
Choose Addepar if you need Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., and Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15]. Go with Masttro if Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures., and Direct data aggregation from 650+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets. better fits how you invest.
What asset classes do Addepar and Masttro cover?
Both cover Stocks, Bonds, Mutual Funds, Private Funds, Real Estate, and Cryptos. Addepar also includes ETFs, Closed-End Funds, Funds, Currencies, Options, and Futures. Masttro adds coverage for Hedge Funds, and Other.
Can I export data from Addepar and Masttro?
Masttro supports data exports to CSV, and PDF. Addepar has more limited export options.
Can Addepar or Masttro connect to my broker?
Addepar connects with brokers for portfolio syncing. Masttro requires manual portfolio entry or data import.
Can I track my portfolio with Addepar or Masttro?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.