★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Fiscal.ai vs Masttro
Fiscal.ai
Best for stock ideas and screeners
Free • From $468/yr
Masttro
Best for wealth management and advisor operations
Subscription
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The verdict
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.
Key differences at a glance
- Mobile app
- Masttro
- Free plan
- Fiscal.ai
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 7 categories
- Real-time data
- Fiscal.ai
- Broker sync
- Masttro
Choose
Fiscal.ai 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 stock ideas, screeners, and stock comparison, 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 Fiscal.ai doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $468/yr | Subscription |
Free tier | Yes | No |
Free trial | 14 days | — |
Plan limits | 61 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +59 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 | 650+ 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: EOD +1 more | Multi-currency |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | — |
Capabilities | 6 signals: Custom formulas, Universe builder +4 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 |
Standout features
What Fiscal.ai does best
- Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across 100,000+ global stocks, ETFs, mutual funds, and funds.
- Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for 2,250+ companies in the pricing table and largest 2,300 companies globally by market capitalization in API docs; history depth scales by plan tier.
- AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons.
- Fiscal MCP is now documented as a first-class integration surface: Fiscal.ai is an official Claude Connector, and the same Streamable HTTP MCP endpoint works with ChatGPT developer mode, Cursor, Codex CLI, VS Code Copilot, Gemini CLI and other MCP clients via OAuth or API-key bearer auth.
- Fiscal Skills provide packaged analyst workflows for MCP clients, including financials pull, three-statement model, segments/KPIs, comp set, valuation, industry report, ownership activity, filing finder, quality scores and earnings reaction.
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 | 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 | EOD | 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 | 650+ 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 builderPerformance attributionPortfolio attributionCitation 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.
Pricing breakdown
$468/yr
Starting price
Plans & pricing
- financials history (annual): 10
- financials history (quarterly): 6
- +8 more
- financials history (annual): 15
- financials history (quarterly): 20
- +10 more
- financials history (annual): 15
- financials history (quarterly): 20
- +10 more
- financials history (annual): 20+
- financials history (quarterly): 40+
- +10 more
- financials history (annual): 20+
- financials history (quarterly): 40+
- +10 more
- api calls per day: 250
- burst requests per minute: 50
- +1 more
—
Starting price
Plans & pricing
Coverage overlap
Shared categories
2Where the two tools cover the same ground.
Fiscal.ai strengths
27What you only get with Fiscal.ai.
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 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.