★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Masttro vs OpenBB
Masttro
Best for wealth management and advisor operations
Subscription
OpenBB
Best for sheets / excel add-ins and data visualizations
Free • Contact for pricing
Outbound links may include affiliate or sponsor codes.
The verdict
The bottom line
Masttro and OpenBB cover a lot of the same ground (2 shared categories, custom dashboards and APIs & data feeds), so for the basics you won't go far wrong with either. OpenBB simply does more: 11 categories to Masttro's 7, including sheets / excel add-ins, data visualizations, and AI research. Masttro counters by keeping things simpler.
Key differences at a glance
- Free plan
- OpenBB
- Broader coverage
- OpenBB11 vs 7 categories
- Desktop app
- OpenBB
Choose
Masttro if…
- You care about wealth management, advisor operations, and portfolio, things OpenBB doesn't offer
Choose
OpenBB if…
- You'd rather start free and only pay if you outgrow it
- You care about sheets / excel add-ins, data visualizations, and AI research, things Masttro doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Subscription | Free • Contact for pricing |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | — | 7 limits: Workspace Community: copilot queries per day: 20, Workspace Community: excel add in: No (per plan comparison) +5 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | Yes | — |
Integrations | 650+ direct custodian data feeds | — |
| Audience & fit | ||
Experience level | Advanced | Intermediate, Advanced |
Best for | Family Offices, RIAs / Wealth Firms +3 more | Institutional Investors, Analysts +2 more |
Categories covered | 7 | 11 |
Regions | North America, Europe, LatAm, APAC | — |
| Data & capabilities | ||
Data quality | Multi-currency | — |
Capabilities | 18 signals: Broker sync, Multi-currency +16 more | IV surface and Yield curves |
Security | 6 signals: SOC2, ISO27001 +4 more | 6 signals: SOC2, SSO: SAML and OIDC +4 more |
| Try it | Visit Masttro | Visit OpenBB |
Standout features
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.
What OpenBB does best
- Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally.
- ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB).
- OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys).
- OpenBB Workspace: secure app combining customizable UI components, unified data integration, and AI capabilities.
- Custom backend approach: integrate proprietary/internal data by serving an API and a `widgets.json` definition for Workspace widgets.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther | StocksETFsCryptosCurrenciesCommoditiesBondsOptionsFutures |
Experience | Advanced | IntermediateAdvanced |
Target audience | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors | Institutional InvestorsAnalystsQuants/DevelopersStudents/Researchers |
Regions | North AmericaEuropeLatAmAPAC | Not specified |
Coverage details | Not specified | Identifiers: Ticker |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: NoneSDKs: PythonDocs |
Import methods | CustodianManual | Not specified |
Integrations | 650+ direct custodian data feeds | Not specified |
Export formats | CSVPDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access | SOC2SSO: SAML and OIDCStatus pageEncryption at restEncryption in transitRole-based access |
Capability signals | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more | IV surfaceYield curves |
Vendor & support | MasttroCountry: United StatesFounded 2010Support: Email | OpenBB Inc.Founded 2021Support: Email and Forum |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
—
Starting price
Plans & pricing
Free
Starting price
Plans & pricing
- copilot queries per day: 20
- excel add in: No (per plan comparison)
- +1 more
- pricing model: Seat-based subscription (contact sales)
- support: 8 hours/day, 5 days/week (EST)
- license: AGPL
- deployment: Runs locally
Coverage overlap
Shared categories
2Where the two tools cover the same ground.
Masttro strengths
5What you only get with Masttro.
OpenBB strengths
9What you only get with OpenBB.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
What's the difference between Masttro and OpenBB?
Masttro leans toward wealth management, advisor operations, and portfolio, while OpenBB puts more weight on APIs & data feeds, sheets / excel add-ins, and data visualizations. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Masttro or OpenBB free to use?
OpenBB has a free tier, so you can get started without paying anything. Masttro is paid-only. If budget matters, start with OpenBB and see how far it takes you before opening your wallet.
Do Masttro and OpenBB have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Masttro or OpenBB?
It depends on what you're after. Pick Masttro if wealth management and advisor operations matter to you; go with OpenBB if you'd rather have sheets / excel add-ins and data visualizations. And if you only need the basics both share, let price decide.
What asset classes do Masttro and OpenBB cover?
Both cover stocks, bonds, and cryptos. Masttro also handles mutual funds, hedge funds, and private funds. OpenBB adds ETFs, currencies, and commodities on top.
Can I export data from Masttro and OpenBB?
Masttro exports to CSV. OpenBB is stingier about getting data out.
Which has a better stock screener: Masttro or OpenBB?
OpenBB has a stock screener for surfacing ideas; Masttro doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Masttro or OpenBB?
Masttro handles portfolio tracking. OpenBB is really a research tool; you'd track your portfolio elsewhere.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
Keep Exploring
Global rankings of the highest-rated tools across all categories.
Ranked list of companies with durable competitive advantages.
Proven models entering their growth phase with solid economics.
Track votes, sentiment, and engagement across the community.
Learn moat types, red flags, and real-company examples.
Browse other head-to-head tool comparisons and alternatives.
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.