VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Marketlog vs SS&C Black Diamond Wealth Solutions
Pick Marketlog if
Marketlog
Free • From $79.99/yr · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want watchlist, institutional ownership, and data visualizations.
- You're newer to investing and want something approachable
Pick SS&C Black Diamond Wealth Solutions if
SS&C Black Diamond Wealth Solutions
Contact for pricing · Web · Mobile · API
- You want an API so you can script or automate things
- You want advisor operations, APIs & data feeds, and webhooks.
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
Marketlog and SS&C Black Diamond Wealth Solutions cover a lot of the same ground (3 shared categories, portfolio, broker connectors, and blogs), so for the basics you won't go far wrong with either. Marketlog simply does more: 18 categories to SS&C Black Diamond Wealth Solutions's 12, including watchlist, institutional ownership, and data visualizations. SS&C Black Diamond Wealth Solutions counters by keeping things simpler.
What readers say
Marketlog
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SS&C Black Diamond Wealth Solutions
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Key differences at a glance
- Free plan
- Marketlog
- Free trial
- Marketlog7 days
- Broader coverage
- Marketlog18 vs 12 categories
- API access
- SS&C Black Diamond Wealth Solutions
- Global coverage
- Marketlog
- Beginner friendly
- Marketlog
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 $79.99/yr | Contact for pricing |
Free tier | Yes | No |
Free trial | 7 days | — |
Plan limits | 19 limits: Free: portfolios: Unlimited, Free: holdings: Unlimited +17 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | Yes |
Broker sync | Yes | Yes |
Integrations | Yodlee, Fidelity Investments +5 more | Morningstar Direct Advisory Suite |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | Financial Advisors, RIAs / Wealth Firms +3 more |
Categories covered | 18 | 12 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +3 more | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more |
Data partners | Yodlee and Third-party data licensors | — |
Capabilities | 3 signals: Monte Carlo, Broker sync +1 more | 22 signals: Broker sync, Tax lots +20 more |
Security | Encryption at rest and Encryption in transit | — |
| Try it | Visit Marketlog | Visit SS&C Black Diamond Wealth Solutions |
Where each one shines
What Marketlog and SS&C Black Diamond Wealth Solutions each do best.ShowHide
Where each one shines
What Marketlog and SS&C Black Diamond Wealth Solutions each do best.What Marketlog does best
- Portfolio tracking for stocks, ETFs, options, bonds, funds, forex, crypto, indices, and other assets on web, iOS, and Android.
- Enter transactions manually or connect supported brokerage and bank accounts through Marketlog's data provider.
- Broker and bank connectivity for 2,000+ supported institutions, with examples such as Fidelity, E*TRADE, Vanguard, Schwab, Interactive Brokers, and Robinhood.
- Monitor gains, drawdowns, returns, diversification, goals, target allocation, benchmarking, and daily or weekly portfolio email updates.
- Automatic dividend tracking, dividend calendars, upcoming payment alerts, and yield notifications.
What SS&C Black Diamond Wealth Solutions does best
- Centralize portfolio management, performance reporting, account groupings, and client-ready reporting for advisory and wealth-management firms.
- Offer advisor and client experiences through web portals, mobile apps, dashboards, outside-account aggregation, and secure document vault workflows.
- Support for adding trading and rebalancing workflows to monitor model drift, align portfolios, manage cash, and execute trades at scale where licensed.
- Business intelligence and billing tools for practice analytics, revenue management, fee schedules, and configurable billing workflows.
- Layer in compliance and surveillance modules for rules-based testing, monitoring, case management, and evidence workflows.
Every detail we compared
Every tracked attribute for Marketlog and SS&C Black Diamond Wealth Solutions, side by side.ShowHide
Every detail we compared
Every tracked attribute for Marketlog and SS&C Black Diamond Wealth Solutions, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsBondsFundsCurrenciesCryptosOther | StocksETFsMutual FundsBondsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsDay TradersSwing Traders | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | 26 countriesIdentifiers: Ticker and CUSIP | Not specified |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-timeEnd of Day |
Data granularity | MinuteEOD | EOD |
Pricing sources | VendorManual | Not specified |
Data partners | YodleeThird-party data licensors | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: OAuth2WebhooksDocs |
Import methods | BrokerOAuthManual | Custodian |
Integrations | YodleeFidelity InvestmentsE*TRADE from Morgan StanleyVanguardSchwabInteractive BrokersRobinhood | Morningstar Direct Advisory Suite |
Export formats | Image | JSON |
| Plans & trust | ||
Security & compliance | Encryption at restEncryption in transit | Not specified |
Capability signals | Monte CarloBroker syncMulti-currency | Broker syncTax lotsRebalancingMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoring+14 more |
Vendor & support | Myfxbook Ltd.Country: IsraelSupport: Email | SS&C Technologies Holdings, Inc.Country: USFounded 1986Support: Email and Phone |
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 | Freeportfolios: Unlimited · holdings: Unlimited · +3 more | — |
| Entry paid plan | $79.99/yr≈ $6.67/mo“Plus Annual”portfolios: Unlimited · holdings: Unlimited · +2 more | — |
| Tier 2 | $7.99/mo“Plus Monthly”portfolios: Unlimited · holdings: Unlimited · +2 more | — |
| Tier 3 | $179.99/yr≈ $15/mo“Pro Annual”portfolios: Unlimited · holdings: Unlimited · +1 more | — |
| Top plan | $17.99/mo“Pro Monthly”portfolios: Unlimited · holdings: Unlimited · +1 more | — |
| Custom / enterprise | — | Contact sales“Enterprise / Modular Suite” |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Marketlog and SS&C Black Diamond Wealth Solutions?
Marketlog leans toward portfolio, watchlist, and institutional ownership, while SS&C Black Diamond Wealth Solutions puts more weight on advisor operations, portfolio, and APIs & data feeds. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is Marketlog or SS&C Black Diamond Wealth Solutions free to use?
Marketlog has a free tier, so you can get started without paying anything. SS&C Black Diamond Wealth Solutions is paid-only. If budget matters, start with Marketlog and see how far it takes you before opening your wallet.
Which is better for beginners: Marketlog or SS&C Black Diamond Wealth Solutions?
Marketlog is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Marketlog or SS&C Black Diamond Wealth Solutions have an API?
SS&C Black Diamond Wealth Solutions has an API for programmatic access and custom integrations. Marketlog doesn't, so you're working through its interface.
Should I choose Marketlog or SS&C Black Diamond Wealth Solutions?
It depends on what you're after. Pick Marketlog if watchlist and institutional ownership matter to you; go with SS&C Black Diamond Wealth Solutions if you'd rather have advisor operations and APIs & data feeds. And if you only need the basics both share, let price decide.
What asset classes do Marketlog and SS&C Black Diamond Wealth Solutions cover?
Both cover stocks, ETFs, bonds, and funds. Marketlog also handles options, currencies, and cryptos. SS&C Black Diamond Wealth Solutions adds mutual funds on top.
Do Marketlog and SS&C Black Diamond Wealth Solutions offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Marketlog or SS&C Black Diamond Wealth Solutions?
Marketlog has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. SS&C Black Diamond Wealth Solutions is more region-specific, mainly North America.
Can Marketlog or SS&C Black Diamond Wealth Solutions connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Is Marketlog or SS&C Black Diamond Wealth Solutions better for day trading?
Marketlog is the one positioned more for active traders. SS&C Black Diamond Wealth Solutions is the better fit if you care less about fast trading workflows and more about a calmer research process.
Can I track my portfolio with Marketlog or SS&C Black Diamond Wealth Solutions?
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.