VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Cbonds vs Masttro
Pick Cbonds if
Cbonds
Free • Contact for pricing · Web · Mobile · API
- You'd rather start free and only pay if you outgrow it
- You want screeners, yield curves, and credit ratings & outlooks.
Pick Masttro if
Masttro
Subscription · Web · Mobile · API
- You want wealth management, advisor operations, and custom dashboards.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Cbonds and Masttro cover a lot of the same ground (2 shared categories, portfolio and APIs & data feeds), so for the basics you won't go far wrong with either. Cbonds includes screeners and yield curves, and Masttro includes wealth management and advisor operations.
What readers say
Cbonds
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Masttro
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See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Contact for pricing | Subscription |
Free tier | Yes | No |
Free trial | 7 days | — |
Plan limits | Private Investor 1-Week Paid Trial: trial length: 1 week | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | — | Yes |
Integrations | Cbonds Excel Add-In | 700+ direct custodian data feeds |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Advanced |
Best for | Analysts, Institutional Investors +3 more | Family Offices, RIAs / Wealth Firms +3 more |
Categories covered | 8 | 7 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, LatAm, APAC |
| Data & capabilities | ||
Data quality | Latency: End of Day | Multi-currency |
Capabilities | Yield curves and Credit ratings | 18 signals: Broker sync, Multi-currency +16 more |
Security | — | 6 signals: SOC2, ISO27001 +4 more |
| Try it | Visit Cbonds | Visit Masttro |
Where each one shines
What Cbonds and Masttro each do best.ShowHide
Where each one shines
What Cbonds and Masttro each do best.What Cbonds does best
- Global bond screening with reference terms, yields, quotes, ratings, and issue data.
- New-issue, coupon, redemption, corporate-action, and other fixed-income calendars.
- Coverage beyond bonds for stocks, ETFs, mutual funds, indices, and yield curves.
- Watchlist, portfolio, mobile, Excel export, and Professional-tier Excel add-in workflows.
- Company data delivery through HTTP endpoints, SOAP or JSON web services, and CSV, XML, XLSX, or XLS files.
What Masttro does best
- Consolidate total net worth across public securities, cash, bonds, mutual funds, private equity, hedge funds, venture capital, private credit, real estate, lifestyle assets, crypto, entities, currencies, and geographies.
- 700+ direct custodian data feeds, avoiding screen scraping and third-party aggregation intermediaries where direct feeds are available.
- Monitor multi-custodian performance, FX-aware dashboards, cash-flow projections, and account views by legal entity, family member, manager, or other filters.
- Management tools for alternatives workflows with capital calls, distributions, fees, closed-end fund cash flows, valuation updates, and cash-flow auditability.
- Modeling for portfolios, investment policies, concentration limits, diversification rules, restrictions, blended benchmarks, and drift monitoring.
Every detail we compared
Every tracked attribute for Cbonds and Masttro, side by side.ShowHide
Every detail we compared
Every tracked attribute for Cbonds and Masttro, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | BondsStocksETFsMutual Funds | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther |
Experience | IntermediateAdvanced | Advanced |
Target audience | AnalystsInstitutional InvestorsAsset ManagersFinancial AdvisorsPro Retail | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeLatAmAPAC |
Coverage details | Identifiers: ISIN, CUSIP, and Ticker | Not specified |
| Data | ||
Data freshness | End of Day | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyDocs | Not specified |
Import methods | Not specified | CustodianManual |
Integrations | Cbonds Excel Add-In | 700+ direct custodian data feeds |
Export formats | CSVExcelJSONXML | CSVPDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Yield curvesCredit ratings | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more |
Vendor & support | CbondsSupport: Email and Phone | MasttroCountry: United StatesFounded 2010Support: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Basic Website Functions” | — |
| Entry paid plan | — | Subscription“Fixed annual license” |
| Custom / enterprise | Contact sales“Corporate Subscription and API” | — |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Cbonds and Masttro?
Cbonds leans toward screeners, yield curves, and credit ratings & outlooks, while Masttro puts more weight on wealth management, advisor operations, and portfolio. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Cbonds or Masttro free to use?
Cbonds has a free tier, so you can get started without paying anything. Masttro is paid-only. If budget matters, start with Cbonds and see how far it takes you before opening your wallet.
Do Cbonds and Masttro have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Cbonds or Masttro?
It depends on what you're after. Pick Cbonds if screeners and yield curves matter to you; go with Masttro if you'd rather have wealth management and advisor operations. And if you only need the basics both share, let price decide.
What asset classes do Cbonds and Masttro cover?
Both cover bonds, stocks, and mutual funds. Cbonds also handles ETFs. Masttro adds hedge funds, private funds, and real estate on top.
Can I export data from Cbonds and Masttro?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Cbonds or Masttro?
Cbonds has a stock screener for surfacing ideas; Masttro doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Cbonds or Masttro?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.