★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Masttro
Koyfin
Best for screeners and ETF screeners
Free • From $39/mo
Masttro
Best for wealth management and APIs & data feeds
Subscription
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The verdict
The bottom line
Koyfin and Masttro cover a lot of the same ground (3 shared categories, custom dashboards, portfolio, and advisor operations), so for the basics you won't go far wrong with either. Koyfin simply does more: 19 categories to Masttro's 7, including screeners, ETF screeners, and data visualizations. Masttro counters by keeping things simpler.
Key differences at a glance
- Real-time data
- Koyfin
- Free plan
- Koyfin
- Broader coverage
- Koyfin19 vs 7 categories
- API access
- Masttro
- Beginner friendly
- Koyfin
Choose
Koyfin 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 screeners, ETF screeners, and data visualizations, things Masttro doesn't offer
- You're newer to investing and want something approachable
Choose
Masttro if…
- You want an API so you can script or automate things
- You care about wealth management, APIs & data feeds, and broker connectors, things Koyfin doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Subscription |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | 18 limits: Free: watchlists: 2, Free: screens: 2 +16 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | Yes |
Broker sync | Yes | Yes |
Integrations | Schwab, Altruist +6 more | 650+ direct custodian data feeds |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Advanced |
Best for | Retail Traders, Pro Retail +6 more | Family Offices, RIAs / Wealth Firms +3 more |
Categories covered | 19 | 7 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, LatAm, APAC |
| Data & capabilities | ||
Data quality | Latency: Real-time and Adjustments: TotalReturn | Multi-currency |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 18 signals: Broker sync, Multi-currency +16 more |
Security | Data residency: US | 6 signals: SOC2, ISO27001 +4 more |
| Try it | Visit Koyfin | Visit Masttro |
Standout features
What Koyfin does best
- Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app.
- Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts.
- Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads.
- Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
- Alerts for price/valuation/technical signals and for news/filings/transcripts; notifications on desktop, email, and mobile push.
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 FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther |
Experience | BeginnerIntermediateAdvanced | Advanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeLatAmAPAC |
Coverage details | Identifiers: Ticker | Not specified |
| Data | ||
Data freshness | Real-time | Not specified |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
Import methods | ManualCSVCustodian | CustodianManual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | 650+ direct custodian data feeds |
Export formats | ImagePDF | CSVPDF |
| Plans & trust | ||
Security & compliance | Data residency: US | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | MasttroCountry: United StatesFounded 2010Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$39/mo
Starting price
Plans & pricing
- watchlists: 2
- screens: 2
- +3 more
- financials years: 10
- estimates years: 10
- +4 more
- custom securities: Unlimited
- reports per month: 10
- custodian integrations: 1
- +1 more
- reports per month: 200
- custodian integrations: Multiple
- +1 more
—
Starting price
Plans & pricing
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
Koyfin strengths
16Masttro 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 Koyfin and Masttro?
Koyfin leans toward screeners, ETF screeners, and data visualizations, 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 Koyfin or Masttro free to use?
Koyfin has a free tier, so you can get started without paying anything. Masttro is paid-only. If budget matters, start with Koyfin and see how far it takes you before opening your wallet.
Which is better for beginners: Koyfin or Masttro?
Koyfin is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Koyfin or Masttro have an API?
Masttro has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Koyfin or Masttro?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with Masttro if you'd rather have wealth management and APIs & data feeds. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Masttro cover?
Both cover stocks, mutual funds, bonds, and cryptos. Koyfin also handles ETFs, closed-end funds, and currencies. Masttro adds hedge funds, private funds, and real estate on top.
Does Koyfin or Masttro have real-time data?
Koyfin 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 Koyfin and Masttro?
Masttro exports to CSV. Koyfin is stingier about getting data out.
Can Koyfin 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: Koyfin or Masttro?
Koyfin has a stock screener for surfacing ideas; Masttro doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin 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.