★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Finatic vs Masttro
Finatic
Best for webhooks and auto-trading & bots
Free • From $2/mo
Masttro
Best for wealth management and advisor operations
Subscription
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The verdict
The bottom line
Finatic and Masttro cover a lot of the same ground (3 shared categories, broker connectors, APIs & data feeds, and portfolio), so for the basics you won't go far wrong with either. The real difference is focus: only Finatic gives you webhooks and auto-trading & bots, and only Masttro gives you wealth management and advisor operations.
Key differences at a glance
- Mobile app
- Masttro
- Free plan
- Finatic
- Real-time data
- Finatic
Choose
Finatic 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 webhooks, auto-trading & bots, and advanced order types, things Masttro doesn't offer
- You trade often and need tooling built for speed
Choose
Masttro if…
- You do a lot of your research from your phone
- You care about wealth management, advisor operations, and custom dashboards, things Finatic doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $2/mo | Subscription |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | 3 limits: Free: brokerage connections: 5, Free: api calls per month: 1,000 +1 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | NinjaTrader, Tradovate +11 more | 700+ direct custodian data feeds |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Advanced |
Best for | Quants/Developers, Algo Traders +2 more | Family Offices, RIAs / Wealth Firms +3 more |
Categories covered | 6 | 7 |
Regions | North America, Europe, APAC | North America, Europe, LatAm, APAC |
| Data & capabilities | ||
Data quality | Latency: Real-time and Multi-currency | Multi-currency |
Capabilities | Broker sync and Tax lots | 18 signals: Broker sync, Multi-currency +16 more |
Security | Encryption at rest and Encryption in transit | 6 signals: SOC2, ISO27001 +4 more |
| Try it | Visit Finatic | Visit Masttro |
Standout features
What Finatic does best
- Connect users to brokerages through a hosted, customizable authentication portal and retrieve normalized account, position, order, balance, transaction, lot, fill, and connection data.
- Submit, modify, and cancel orders through a unified trading API when users grant trading permissions and the selected broker supports the requested order workflow.
- Use TypeScript client, Node server, and Python server SDKs; public package registries show active releases during 2025 and 2026.
- Build against a sandbox environment with generated mock accounts, orders, positions, balances, and simulated trading operations before switching to production keys.
- Subscribe to signed HTTPS webhooks for connection, order, position, balance, and transaction changes where enabled.
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.
- Use 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.
- Manage alternatives workflows with capital calls, distributions, fees, closed-end fund cash flows, valuation updates, and cash-flow auditability.
- Use model portfolios, investment policies, concentration limits, diversification rules, restrictions, blended benchmarks, and drift monitoring.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksOptionsFuturesCurrenciesCryptosOther | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther |
Experience | IntermediateAdvanced | Advanced |
Target audience | Quants/DevelopersAlgo TradersPro RetailDay Traders | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors |
Regions | North AmericaEuropeAPAC | North AmericaEuropeLatAmAPAC |
Coverage details | Identifiers: Ticker | Not specified |
| Data | ||
Data freshness | Real-time | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKey and OAuth2SDKs: TS and PythonWebhooksDocs | Not specified |
Import methods | BrokerOAuthManual | CustodianManual |
Integrations | NinjaTraderTradovatetastytradeTradeStationTrading212AlpacaRobinhoodeToro+5 more | 700+ direct custodian data feeds |
Export formats | JSON | CSVPDF |
| Plans & trust | ||
Security & compliance | Encryption at restEncryption in transit | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Broker syncTax lots | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more |
Vendor & support | Finatic Inc.Country: USSupport: Email and Chat | MasttroCountry: United StatesFounded 2010Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$2/mo
Starting price
Plans & pricing
- brokerage connections: 5
- api calls per month: 1,000
- billing unit: $2 per connected user per month
—
Starting price
Plans & pricing
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
Finatic strengths
3What you only get with Finatic.
Masttro strengths
4What you only get with Masttro.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Finatic and Masttro?
Finatic leans toward broker connectors, APIs & data feeds, and webhooks, while Masttro puts more weight on wealth management, advisor operations, and portfolio. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is Finatic or Masttro free to use?
Finatic has a free tier, so you can get started without paying anything. Masttro is paid-only. If budget matters, start with Finatic and see how far it takes you before opening your wallet.
Can I use Finatic or Masttro on my phone?
Masttro lists a dedicated mobile app, so it travels better. Finatic doesn't list a dedicated mobile app; its documented access is web and API.
Do Finatic 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 Finatic or Masttro?
It depends on what you're after. Pick Finatic if webhooks and auto-trading & bots 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 Finatic and Masttro cover?
Both cover stocks, cryptos, and other. Finatic also handles options, futures, and currencies. Masttro adds bonds, mutual funds, and hedge funds on top.
Does Finatic or Masttro have real-time data?
Finatic 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.
Can I export data from Finatic and Masttro?
Masttro exports to CSV. Finatic is stingier about getting data out.
Can Finatic or Masttro connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Is Finatic or Masttro better for day trading?
Finatic 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.
Can I track my portfolio with Finatic 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.