VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Fiscal.ai vs Masttro
Pick Fiscal.ai if
Fiscal.ai
Free • From $39/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want stock ideas, screeners, and stock comparison.
Pick Masttro if
Masttro
Subscription · Web · Mobile · API
- You do a lot of your research from your phone
- 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
Fiscal.ai 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. Fiscal.ai simply does more: 29 categories to Masttro's 7, including stock ideas, screeners, and stock comparison. Masttro counters by keeping things simpler.
What readers say
Fiscal.ai
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Masttro
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Key differences at a glance
- Free plan
- Fiscal.ai
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 7 categories
- Mobile app
- Masttro
- Real-time data
- Fiscal.ai
- Broker sync
- Masttro
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 $39/mo | Subscription |
Free tier | Yes | No |
Free trial | 14 days | — |
Plan limits | 37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | Yes |
Broker sync | No | Yes |
Integrations | MCP, Claude Connector +7 more | 700+ direct custodian data feeds |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Advanced |
Best for | Retail Traders, Pro Retail +11 more | Family Offices, RIAs / Wealth Firms +3 more |
Categories covered | 29 | 7 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, LatAm, APAC |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Tick and EOD +1 more | Multi-currency |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | — |
Capabilities | 4 signals: Custom formulas, Universe builder +2 more | 18 signals: Broker sync, Multi-currency +16 more |
Security | SOC2 and Status page | 6 signals: SOC2, ISO27001 +4 more |
| Try it | Visit Fiscal.ai | Visit Masttro |
Where each one shines
What Fiscal.ai and Masttro each do best.ShowHide
Where each one shines
What Fiscal.ai and Masttro each do best.What Fiscal.ai does best
- Research coverage for global stocks, ETFs, mutual funds, and funds through dashboards, watchlists, portfolio views, visualizations, fundamentals, estimates, transcripts, filings, news, and event data.
- Use AI Copilot, summaries, and generated reports for earnings, filings, peer comparisons, financial analysis, and company research.
- Analysis of fundamentals, ratios, standardized financials, as-reported data, adjusted metrics, segment data, KPIs, analyst estimates, revisions, ratings, and price targets.
- Run 24 documented Fiscal Skills in MCP clients for financial models, company snapshots, screens, valuation, ownership, fund letters, filings, credit, quality scores, and earnings analysis.
- Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
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 Fiscal.ai and Masttro, side by side.ShowHide
Every detail we compared
Every tracked attribute for Fiscal.ai and Masttro, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther |
Experience | BeginnerIntermediateAdvanced | Advanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeLatAmAPAC |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Not specified |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Data granularity | TickEOD | Not specified |
Data partners | Fiscal.ai Data FeedS&P Global Market IntelligenceMorningstarYChartsPerplexity | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyWebhooks50 req/minDocs | Not specified |
Import methods | Manual | CustodianManual |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | 700+ direct custodian data feeds |
Export formats | CSVImagePDF | CSVPDF |
| Plans & trust | ||
Security & compliance | SOC2Status page | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Custom formulasUniverse builderCitation pinningAI summaries: Filings, Transcripts, and News | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | MasttroCountry: United StatesFounded 2010Support: Email |
Curation ratings | Methodology 5/5Reliability 4/5UX 5/5 | 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“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more | — |
| Entry paid plan | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | Subscription“Fixed annual license” |
| Top plan | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | — |
| Custom / enterprise | Contact sales“API - Paid” | — |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Fiscal.ai and Masttro?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, 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 Fiscal.ai or Masttro free to use?
Fiscal.ai has a free tier, so you can get started without paying anything. Masttro is paid-only. If budget matters, start with Fiscal.ai and see how far it takes you before opening your wallet.
Which is better for beginners: Fiscal.ai or Masttro?
Fiscal.ai 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 Fiscal.ai or Masttro on my phone?
Masttro lists a dedicated mobile app, so it travels better. Fiscal.ai doesn't list a dedicated mobile app; its documented access is web and API.
Do Fiscal.ai 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 Fiscal.ai or Masttro?
It depends on what you're after. Pick Fiscal.ai if stock ideas 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 Fiscal.ai and Masttro cover?
Both cover stocks and mutual funds. Fiscal.ai also handles ETFs and funds. Masttro adds bonds, hedge funds, and private funds on top.
Does Fiscal.ai or Masttro have real-time data?
Fiscal.ai 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 Fiscal.ai and Masttro?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Fiscal.ai or Masttro connect to my broker?
Masttro syncs with brokers automatically. With Fiscal.ai, you're entering holdings by hand or importing files.
Which has a better stock screener: Fiscal.ai or Masttro?
Fiscal.ai has a stock screener for surfacing ideas; Masttro doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Fiscal.ai 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.