★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
EPSMomentum vs Masttro
Pick EPSMomentum if
EPSMomentum
Free • From $9.99/mo · Web · API · Mobile
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, stock ideas, and data visualizations, things Masttro doesn't offer
Pick Masttro if
Masttro
Subscription · Web · Mobile · API
- You care about wealth management, advisor operations, and APIs & data feeds, things EPSMomentum doesn't offer
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
EPSMomentum and Masttro cover a lot of the same ground (2 shared categories, portfolio and custom dashboards), so for the basics you won't go far wrong with either. EPSMomentum simply does more: 20 categories to Masttro's 7, including screeners, stock ideas, and data visualizations. Masttro counters by keeping things simpler.
What readers say
EPSMomentum
Vote once to reveal the community verdict.
Masttro
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- EPSMomentum
- Broader coverage
- EPSMomentum20 vs 7 categories
- Real-time data
- EPSMomentum
- Broker sync
- Masttro
- Global coverage
- Masttro
- Beginner friendly
- EPSMomentum
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 • From $9.99/mo | Subscription |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | 16 limits: Bronze: monitors: 1, Bronze: screeners: 1 +14 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | No | Yes |
Integrations | TradingView | 700+ direct custodian data feeds |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Advanced |
Best for | Retail Traders, Pro Retail +7 more | Family Offices, RIAs / Wealth Firms +3 more |
Categories covered | 20 | 7 |
Regions | North America | North America, Europe, LatAm, APAC |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +3 more | Multi-currency |
Data partners | 6 partners: Nasdaq, Financial Modeling Prep +4 more | — |
Capabilities | Universe builder and AI summaries: Filings, Transcripts, and News | 18 signals: Broker sync, Multi-currency +16 more |
Security | Data residency: US | 6 signals: SOC2, ISO27001 +4 more |
| Try it | Visit EPSMomentum | Visit Masttro |
Where each one shines
What EPSMomentum and Masttro each do best.ShowHide
Where each one shines
What EPSMomentum and Masttro each do best.What EPSMomentum does best
- Screening for U.S. stocks and ETFs with real-time prices, earnings momentum fields, estimate revisions, timing signals, and growth-focused filters.
- The proprietary Earnings Momentum Score to evaluate revenue, EPS, margins, free cash flow, and multi-quarter growth acceleration.
- Tracking Estimates Revision Score signals to identify positive or negative changes in Wall Street earnings and sales forecasts.
- Timing Momentum, Powerdays, trend, price-momentum slope, relative-market-rank slope, and EMA 20/50 context to judge entry or exit timing.
- Views for reviewing PEAD Stock Drift models that use post-earnings price behavior and historical patterns to frame a 90-day path with bands.
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.
- Monitoring 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 EPSMomentum and Masttro, side by side.ShowHide
Every detail we compared
Every tracked attribute for EPSMomentum and Masttro, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther |
Experience | BeginnerIntermediateAdvanced | Advanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsQuality InvestorsAnalysts+1 more | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors |
Regions | North America | North AmericaEuropeLatAmAPAC |
Coverage details | Countries: USIdentifiers: Ticker | Not specified |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | MinuteEOD | Not specified |
Data partners | NasdaqFinancial Modeling PrepIntrinioZacksFinnhubTradingView | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKey | Not specified |
Import methods | Manual | CustodianManual |
Integrations | TradingView | 700+ direct custodian data feeds |
Export formats | Not specified | CSVPDF |
| Plans & trust | ||
Security & compliance | Data residency: US | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Universe builderAI summaries: Filings, Transcripts, and News | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more |
Vendor & support | EPSM Inc.Country: USASupport: Email | MasttroCountry: United StatesFounded 2010Support: Email |
Curation ratings | Methodology 5/5Reliability 4/5UX 4/5 | Not specified |
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“Bronze”monitors: 1 · screeners: 1 · +1 more | — |
| Entry paid plan | $9.99/mo“Silver”monitors: 3 · screeners: 3 · +2 more | Subscription“Fixed annual license” |
| Tier 2 | $49.99/mo“Gold”monitors: Unlimited · screeners: Unlimited · +2 more | — |
| Top plan | $125/mo“Platinum”monitors: Unlimited · screeners: Unlimited · +3 more | — |
Questions we keep getting
What's the difference between EPSMomentum and Masttro?
EPSMomentum leans toward screeners, stock ideas, and data visualizations, 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 EPSMomentum or Masttro free to use?
EPSMomentum has a free tier, so you can get started without paying anything. Masttro is paid-only. If budget matters, start with EPSMomentum and see how far it takes you before opening your wallet.
Which is better for beginners: EPSMomentum or Masttro?
EPSMomentum is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Do EPSMomentum 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 EPSMomentum or Masttro?
It depends on what you're after. Pick EPSMomentum if screeners and stock ideas 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 EPSMomentum and Masttro cover?
Both cover stocks. EPSMomentum also handles ETFs. Masttro adds bonds, mutual funds, and hedge funds on top.
Does EPSMomentum or Masttro have real-time data?
EPSMomentum offers real-time data, which matters if you trade actively. Masttro runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: EPSMomentum or Masttro?
Masttro has documented international coverage (North America, Europe, LatAm, and APAC), so it's the safer bet if you hold non-US stocks. EPSMomentum is more region-specific, mainly North America.
Can I export data from EPSMomentum and Masttro?
Masttro exports to CSV. EPSMomentum is stingier about getting data out.
Can EPSMomentum or Masttro connect to my broker?
Masttro syncs with brokers automatically. With EPSMomentum, you're entering holdings by hand or importing files.
Is EPSMomentum or Masttro better for day trading?
EPSMomentum is the one positioned more for active traders. Masttro is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: EPSMomentum or Masttro?
EPSMomentum has a stock screener for surfacing ideas; Masttro doesn't, and focuses its energy elsewhere.
Can I track my portfolio with EPSMomentum or Masttro?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.