EPSMomentum vs Masttro comparison

EPSMomentum focuses on Screeners, Stock Ideas, and Data Visualizations while Masttro specializes in Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting. They overlap in 2 categories, so choose based on your preferred workflow and pricing.

EPSMomentum offers a free tier that lets you get started without paying, while Masttro requires a subscription. If budget is a concern, start with EPSMomentum and upgrade later if you need more advanced features.

EPSMomentum is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

Choose EPSMomentum if you need Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., and Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders.. 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.

Both cover Stocks. EPSMomentum also includes ETFs. Masttro adds coverage for Bonds, Mutual Funds, Hedge Funds, Private Funds, Real Estate, Cryptos, and Other.

EPSMomentum offers real-time data feeds, which is essential for active traders. Masttro uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Masttro supports data exports to CSV, and PDF. EPSMomentum has more limited export options.

EPSMomentum is built with active traders in mind, offering features like real-time data and technical analysis. Masttro is better suited for buy-and-hold investors focused on fundamentals.

EPSMomentum includes a stock screener for finding investment ideas. Masttro focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.