★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
GuruFocus vs Masttro
GuruFocus
Best for stock ideas and screeners
Free • From $549/yr
Masttro
Best for wealth management and advisor operations
Subscription
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The verdict
The bottom line
GuruFocus and Masttro cover a lot of the same ground (4 shared categories, including portfolio, APIs & data feeds, and broker connectors), so for the basics you won't go far wrong with either. GuruFocus simply does more: 48 categories to Masttro's 7, including stock ideas, screeners, and ETF screeners. Masttro counters by keeping things simpler.
Key differences at a glance
- Free plan
- GuruFocus
- Free trial
- GuruFocus7 days
- Broader coverage
- GuruFocus48 vs 7 categories
- Beginner friendly
- GuruFocus
Choose
GuruFocus if…
- You'd rather start free and only pay if you outgrow it
- You care about stock ideas, screeners, and ETF screeners, things Masttro doesn't offer
- You're newer to investing and want something approachable
- You're a long-term investor who cares more about fundamentals than headlines
Choose
Masttro if…
- You care about wealth management, advisor operations, and audit trail / supervision, things GuruFocus doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $549/yr | Subscription |
Free tier | Yes | No |
Free trial | 7 days | — |
Plan limits | 38 limits: Free: portfolio limit: Up to 3 portfolios with 25 stocks each for free members, Free: data api requests: 100/month included in the Free API package +36 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | GuruFocus Data API, GuruFocus Excel Add-in +6 more | 650+ direct custodian data feeds |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Advanced |
Best for | Retail Traders, Pro Retail +9 more | Family Offices, RIAs / Wealth Firms +3 more |
Categories covered | 48 | 7 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, LatAm, APAC |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | Multi-currency |
Data partners | 5 partners: QuoteMedia, Morningstar +3 more | — |
Capabilities | 8 signals: Custom formulas, Ranking backtests +6 more | 18 signals: Broker sync, Multi-currency +16 more |
Security | Status page and Encryption in transit | 6 signals: SOC2, ISO27001 +4 more |
| Try it | Visit GuruFocus | Visit Masttro |
Standout features
What GuruFocus does best
- Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators.
- Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions.
- All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration.
- Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
- GuruFocus states that screener backtests are designed to be free of survivorship bias by considering historical mergers, acquisitions, spin-offs, and delistings.
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 | StocksETFsBondsMutual FundsOptionsFundsOther | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther |
Experience | BeginnerIntermediateAdvanced | Advanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeLatAmAPAC |
Coverage details | Identifiers: Ticker and CIK | Not specified |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | ExchangeVendorModel | Not specified |
Data partners | QuoteMediaMorningstarRefinitivFREDSEC / local regulators | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeySDKs: Python and GoDocs | Not specified |
Import methods | CSVBrokerOAuthManual | CustodianManual |
Integrations | GuruFocus Data APIGuruFocus Excel Add-inGuruFocus Google Sheets Add-onSnapTradeSchwabFidelityRobinhoodInteractive Brokers | 650+ direct custodian data feeds |
Export formats | CSVExcelJSON | CSVPDF |
| Plans & trust | ||
Security & compliance | Status pageEncryption in transit | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, and GrowthBroker syncMulti-currencyYield curvesAI summaries: Transcripts | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more |
Vendor & support | GuruFocus.com, LLCCountry: United StatesFounded 2004Support: Email, Chat, Phone, and Forum | MasttroCountry: United StatesFounded 2010Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$549/yr
Starting price
Plans & pricing
- portfolio limit: Up to 3 portfolios with 25 stocks each for free members
- data api requests: 100/month included in the Free API package
- +1 more
- billing: Annual only
- data api requests: 200/month included with Premium membership
- +2 more
- billing: Annual only
- data api requests: 500/month included with Premium Plus membership
- +2 more
- billing: Annual only
- data api requests: 2,000/month included with Professional membership
- requests: 100/month
- billing: Billed annually
- canada add on: $100/month
- +8 more
- billing: Billed annually
- initial top up: $100 credit
- company profile: $0.10/request
- +11 more
—
Starting price
Plans & pricing
Coverage overlap
Shared categories
4Where the two tools cover the same ground.
GuruFocus strengths
44What you only get with GuruFocus.
Masttro strengths
3What you only get with Masttro.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between GuruFocus and Masttro?
GuruFocus leans toward stock ideas, screeners, and ETF screeners, while Masttro puts more weight on wealth management, advisor operations, and portfolio. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is GuruFocus or Masttro free to use?
GuruFocus has a free tier, so you can get started without paying anything. Masttro is paid-only. If budget matters, start with GuruFocus and see how far it takes you before opening your wallet.
Which is better for beginners: GuruFocus or Masttro?
GuruFocus is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Do GuruFocus 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 GuruFocus or Masttro?
It depends on what you're after. Pick GuruFocus 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 GuruFocus and Masttro cover?
Both cover stocks, bonds, mutual funds, and other. GuruFocus also handles ETFs, options, and funds. Masttro adds hedge funds, private funds, and real estate on top.
Can I export data from GuruFocus and Masttro?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can GuruFocus or Masttro connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: GuruFocus or Masttro?
GuruFocus has a stock screener for surfacing ideas; Masttro doesn't, and focuses its energy elsewhere.
Can I track my portfolio with GuruFocus 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.