★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
ETF Insider vs Masttro
ETF Insider
Best for ETF screeners and screeners
Free • From $14/mo
Masttro
Best for wealth management and advisor operations
Subscription
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The verdict
The bottom line
ETF Insider 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. ETF Insider simply does more: 11 categories to Masttro's 7, including ETF screeners, screeners, and data visualizations. Masttro counters by keeping things simpler.
Key differences at a glance
- Mobile app
- Masttro
- Free plan
- ETF Insider
- Broader coverage
- ETF Insider11 vs 7 categories
- Real-time data
- ETF Insider
- Broker sync
- Masttro
- Global coverage
- Masttro
Choose
ETF Insider if…
- Delayed quotes won't cut it; you need real-time data
- You'd rather start free and only pay if you outgrow it
- You care about ETF screeners, screeners, and data visualizations, things Masttro doesn't offer
- You're newer to investing and want something approachable
Choose
Masttro if…
- You do a lot of your research from your phone
- You care about wealth management, advisor operations, and custom dashboards, things ETF Insider doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $14/mo | Subscription |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | 5 limits: Free: saved portfolios: 4, Free: holdings depth: Limited full holdings data +3 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | Yes |
Broker sync | No | Yes |
Integrations | — | 650+ direct custodian data feeds |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Advanced |
Best for | Retail Traders, Pro Retail +3 more | Family Offices, RIAs / Wealth Firms +3 more |
Categories covered | 11 | 7 |
Regions | North America | North America, Europe, LatAm, APAC |
| Data & capabilities | ||
Data quality | Latency: Real-time | Multi-currency |
Data partners | SEC EDGAR and Issuer Websites | — |
Capabilities | 3 signals: Factor exposure, Portfolio factor exposure +1 more | 18 signals: Broker sync, Multi-currency +16 more |
Security | — | 6 signals: SOC2, ISO27001 +4 more |
| Try it | Visit ETF Insider | Visit Masttro |
Standout features
What ETF Insider does best
- Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs.
- Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration.
- Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks.
- ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
- Portfolio performance panel with timeframes from 1D to MAX plus tabs for Information, Diversification, Performance, Fund Overlap, Asset Correlations, Beta and Holdings Breakdown.
What Masttro does best
- 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.
- 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.
- Supports a wide range of asset classes and entity structures - including traditional securities (cash, bonds, mutual funds, public equities), alternatives (direct investments, private equity, hedge funds, venture capital, private credit), real estate, and lifestyle assets such as art, jewelry, and vehicles.
- Portfolio Management and Consolidated Portfolio Analysis modules provide holistic account views, multi-custodian performance analytics, FX-aware dashboards, and integrated cash-flow projections with filtering by legal entity, family member, manager, and more.
- Cash Management Registry centralizes uncategorized deposits and withdrawals, maintains detailed records of capital calls, distributions, fees, and closed-end fund cash flows, and lets users review history and export transactions for full cash-flow auditability.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual FundsStocks | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther |
Experience | BeginnerIntermediateAdvanced | Advanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive Investors | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors |
Regions | North America | North AmericaEuropeLatAmAPAC |
Coverage details | Countries: USIdentifiers: Ticker | Not specified |
| Data | ||
Data freshness | Real-time | Not specified |
Data partners | SEC EDGARIssuer Websites | Not specified |
| Access & integrations | ||
Import methods | CSVManual | CustodianManual |
Integrations | Not specified | 650+ direct custodian data feeds |
Export formats | ImagePDFExcel | CSVPDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Factor exposurePortfolio factor exposureCorrelation | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more |
Vendor & support | ETF InsiderCountry: IsraelFounded 2022Support: Email | MasttroCountry: United StatesFounded 2010Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$14/mo
Starting price
Plans & pricing
- saved portfolios: 4
- holdings depth: Limited full holdings data
- saved portfolios: Unlimited
- holdings depth: Unlimited full holdings data
- +1 more
—
Starting price
Plans & pricing
Coverage overlap
Shared categories
2Where the two tools cover the same ground.
ETF Insider strengths
9What you only get with ETF Insider.
Masttro strengths
5What you only get with Masttro.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between ETF Insider and Masttro?
ETF Insider leans toward ETF screeners, screeners, 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 ETF Insider or Masttro free to use?
ETF Insider has a free tier, so you can get started without paying anything. Masttro is paid-only. If budget matters, start with ETF Insider and see how far it takes you before opening your wallet.
Which is better for beginners: ETF Insider or Masttro?
ETF Insider is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use ETF Insider or Masttro on my phone?
Masttro lists a dedicated mobile app, so it travels better. ETF Insider doesn't list a dedicated mobile app; its documented access is web and API.
Do ETF Insider 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 ETF Insider or Masttro?
It depends on what you're after. Pick ETF Insider if ETF screeners and screeners 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 ETF Insider and Masttro cover?
Both cover mutual funds and stocks. ETF Insider also handles ETFs. Masttro adds bonds, hedge funds, and private funds on top.
Does ETF Insider or Masttro have real-time data?
ETF Insider 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: ETF Insider 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. ETF Insider is more region-specific, mainly North America.
Can I export data from ETF Insider and Masttro?
Yes, both export to spreadsheets (ETF Insider: Excel; Masttro: CSV), which is handy if you like running your own numbers.
Can ETF Insider or Masttro connect to my broker?
Masttro syncs with brokers automatically. With ETF Insider, you're entering holdings by hand or importing files.
Which has a better stock screener: ETF Insider or Masttro?
ETF Insider has a stock screener for surfacing ideas; Masttro doesn't, and focuses its energy elsewhere.
Can I track my portfolio with ETF Insider 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.