VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Thursday, December 11, 2025

Tool Comparison

Interactive Brokers vs Masttro comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Interactive Brokers adds Brokerage, Paper Trading, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, Watchlist, Risk Metrics, Scenario & Stress Tests, Performance Attribution, and Options & Derivatives coverage that Masttro skips.

Masttro includes Wealth Management, Portfolio Accounting / Book of Record, Client & Investor Reporting, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, Client Portal & Mobile App, Document Vault & e-Signature, Model Portfolios & Sleeves, Custom Dashboards, Broker Connectors, and Audit Trail / Supervision categories that Interactive Brokers omits.

In depth comparison

Interactive Brokers

interactivebrokers.co.uk

Editor’s pick Hands-on review

A global, multi-asset direct-access broker with coverage across 160 markets in 36 countries and 28 currencies. Crypto trading and some services vary by region (IBKR Crypto is powered by Paxos or Zero Hash where supported). Client APIs include the Client Portal Web API and TWS API; retail users authenticate via the local Client Portal Gateway, while OAuth2 applies to approved web integrations.

Platforms

WebMobileDesktopAPI

Pricing

Other

Quick highlights

Single universal account providing access to around 160 markets across 36 countries and 28 currencies.
More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing.
Market depth (Level II) and full order book views via Trader Workstation (TWS).
Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.
Risk Navigator for real-time portfolio risk, Value-at-Risk, and what-if scenario analysis.

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Masttro

masttro.com

Full‑stack wealth OS for UHNW‑focused family offices, RIAs, private banks, and professional services firms. Combines 650+ direct custodian data feeds, multi‑entity portfolio analytics, alternatives lifecycle automation, cash management, compliance, secure client portals, and conversational AI across web and mobile. Licensing is fixed, non‑AUM annual subscription priced by client scope and configuration.

Platforms

WebMobileAPI

Pricing

Subscription

Quick highlights

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.

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Where they differ

Interactive Brokers

Distinct strengths include:

Brokerage Paper Trading Advanced Order Types Smart/Direct Routing Order Book / Level II Watchlist Risk Metrics Scenario & Stress Tests

Single universal account providing access to around 160 markets across 36 countries and 28 currencies.
More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing.
Market depth (Level II) and full order book views via Trader Workstation (TWS).
Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.

Masttro

Distinct strengths include:

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.

Feature-by-feature breakdown

Attribute	Interactive Brokers	Masttro
Categories Which research workflows each platform targets	Shared: APIs & SDKs, Data APIs, Portfolio Unique: Brokerage, Paper Trading, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, Watchlist, Risk Metrics, Scenario & Stress Tests, Performance Attribution, Options & Derivatives	Shared: APIs & SDKs, Data APIs, Portfolio Unique: Wealth Management, Portfolio Accounting / Book of Record, Client & Investor Reporting, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, Client Portal & Mobile App, Document Vault & e-Signature, Model Portfolios & Sleeves, Custom Dashboards, Broker Connectors, Audit Trail / Supervision
Asset types Supported asset classes and universes	Stocks, ETFs, Options, Futures, Bonds, Mutual Funds, Currencies, Commodities, Cryptos	Stocks, Bonds, Mutual Funds, Hedge Funds, Private Funds, Real Estate, Cryptos, Other
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Advanced
Platforms Where you can access the product	Web, Mobile, Desktop, API	Web, Mobile, API
Pricing High-level pricing models	Other	Subscription
Key features Core capabilities called out by each vendor	Unique Single universal account providing access to around 160 markets across 36 countries and 28 currencies. More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing. Market depth (Level II) and full order book views via Trader Workstation (TWS). Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer. Risk Navigator for real-time portfolio risk, Value-at-Risk, and what-if scenario analysis. Portfolio Rebalancer tool to realign or target allocation weights across accounts.	Unique 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. Portfolio Management Center supports model portfolios, firm-wide investment policies, risk and concentration limits, diversification rules, restrictions, and user-defined blended benchmarks to monitor drift and keep portfolios within mandate.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do Interactive Brokers and Masttro both support?

Both platforms cover APIs & SDKs, Data APIs, and Portfolio workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Interactive Brokers and Masttro require subscriptions?

Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.

How can you access Interactive Brokers and Masttro?

Both Interactive Brokers and Masttro support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

Interactive Brokers differentiates itself with Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., and Market depth (Level II) and full order book views via Trader Workstation (TWS)., whereas Masttro stands out for 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., and 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..

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