VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Masttro vs Perplexity Finance
Pick Masttro if
Masttro
Subscription · Web · Mobile · API
- You want wealth management, advisor operations, and portfolio.
Pick Perplexity Finance if
Perplexity Finance
Free • From $20/mo · Web · Mobile · API
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want screeners, watchlist, and data visualizations.
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
Perplexity Finance simply does more: 12 categories to Masttro's 7, including screeners, watchlist, and data visualizations. Masttro counters by keeping things simpler. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
What readers say
Masttro
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Perplexity Finance
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Key differences at a glance
- Free plan
- Perplexity Finance
- Broader coverage
- Perplexity Finance12 vs 7 categories
- Real-time data
- Perplexity Finance
- Beginner friendly
- Perplexity Finance
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 | Subscription | Free • From $20/mo |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | — | 6 limits: Standard (Free): pro searches: Limited, Pro: pro searches: Extended access +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | Yes | — |
Integrations | 700+ direct custodian data feeds | — |
| Audience & fit | ||
Experience level | Advanced | Beginner, Intermediate, Advanced |
Best for | Family Offices, RIAs / Wealth Firms +3 more | Retail Traders, Pro Retail +6 more |
Categories covered | 7 | 12 |
Regions | North America, Europe, LatAm, APAC | North America, APAC |
| Data & capabilities | ||
Data quality | Multi-currency | Latency: Real-time |
Data partners | — | 6 partners: Financial Modeling Prep, Unusual Whales +4 more |
Capabilities | 18 signals: Broker sync, Multi-currency +16 more | Universe builder and AI summaries: Filings and News |
Security | 6 signals: SOC2, ISO27001 +4 more | SOC2 and Status page |
| Try it | Visit Masttro | Visit Perplexity Finance |
Where each one shines
What Masttro and Perplexity Finance each do best.ShowHide
Where each one shines
What Masttro and Perplexity Finance each do best.What Masttro does best
- Consolidate total net worth across public securities, cash, bonds, mutual funds, private equity, hedge funds, venture capital, private credit, real estate, lifestyle assets, crypto, entities, currencies, and geographies.
- 700+ direct custodian data feeds, avoiding screen scraping and third-party aggregation intermediaries where direct feeds are available.
- Monitor multi-custodian performance, FX-aware dashboards, cash-flow projections, and account views by legal entity, family member, manager, or other filters.
- Management tools for alternatives workflows with capital calls, distributions, fees, closed-end fund cash flows, valuation updates, and cash-flow auditability.
- Modeling for portfolios, investment policies, concentration limits, diversification rules, restrictions, blended benchmarks, and drift monitoring.
What Perplexity Finance does best
- Finance pages for stocks, ETFs, mutual funds, crypto, options, charts, news, financial data, analyst estimates, ownership data, filings, and earnings context.
- Support for asking cited finance questions that can reference SEC filings, company documents, news, and third-party finance datasets.
- Upgraded charts with volume, OHLCV tooltips, candlestick or area views, comparison overlays, moving averages, and custom date ranges.
- Tools for building watchlists and review AI-generated briefings that combine watchlist price movement with relevant market news.
- Screening for stocks in natural language with filters, columns, sorting, and coverage that includes U.S. and Indian equities.
Every detail we compared
Every tracked attribute for Masttro and Perplexity Finance, side by side.ShowHide
Every detail we compared
Every tracked attribute for Masttro and Perplexity Finance, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther | StocksETFsMutual FundsCryptosOptions |
Experience | Advanced | BeginnerIntermediateAdvanced |
Target audience | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors | Retail TradersPro RetailLong-term InvestorsDay TradersStudents/ResearchersFinancial AdvisorsAnalystsInstitutional Investors |
Regions | North AmericaEuropeLatAmAPAC | North AmericaAPAC |
Coverage details | Not specified | Countries: US and INIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-time |
Data partners | Not specified | Financial Modeling PrepUnusual WhalesQuartrFiscal.aiS&P Global Market IntelligenceMorningstar |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyDocs |
Import methods | CustodianManual | Not specified |
Integrations | 700+ direct custodian data feeds | Not specified |
Export formats | CSVPDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access | SOC2Status page |
Capability signals | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more | Universe builderAI summaries: Filings and News |
Vendor & support | MasttroCountry: United StatesFounded 2010Support: Email | Perplexity AI, Inc.Support: Email, Chat, and Forum |
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 | — | Free“Standard (Free)”pro searches: Limited |
| Entry paid plan | Subscription“Fixed annual license” | $20/mo“Pro”pro searches: Extended access · annual price usd: 200 |
| Tier 2 | — | $200/mo“Max”pro searches per day: Unlimited · annual price usd: 2,000 |
| Top plan | — | Subscription“Agent API finance_search”tool call pricing: $5 per 1,000 invocations |
Questions we keep getting
What's the difference between Masttro and Perplexity Finance?
Masttro leans toward wealth management, advisor operations, and portfolio, while Perplexity Finance puts more weight on screeners, watchlist, and data visualizations. They overlap in 1 categories, so for most people it comes down to workflow preference and price.
Is Masttro or Perplexity Finance free to use?
Perplexity Finance has a free tier, so you can get started without paying anything. Masttro is paid-only. If budget matters, start with Perplexity Finance and see how far it takes you before opening your wallet.
Which is better for beginners: Masttro or Perplexity Finance?
Perplexity Finance is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Do Masttro and Perplexity Finance 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 Perplexity Finance?
It depends on what you're after. Pick Masttro if wealth management and advisor operations matter to you; go with Perplexity Finance if you'd rather have screeners and watchlist. And if you only need the basics both share, let price decide.
What asset classes do Masttro and Perplexity Finance cover?
Both cover stocks, mutual funds, and cryptos. Masttro also handles bonds, hedge funds, and private funds. Perplexity Finance adds ETFs and options on top.
Does Masttro or Perplexity Finance have real-time data?
Perplexity Finance 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 Masttro and Perplexity Finance?
Masttro exports to CSV. Perplexity Finance is stingier about getting data out.
Is Masttro or Perplexity Finance better for day trading?
Perplexity Finance is the one positioned more for active traders. Masttro is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: Masttro or Perplexity Finance?
Perplexity Finance has a stock screener for surfacing ideas; Masttro doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Masttro or Perplexity Finance?
Masttro handles portfolio tracking. Perplexity Finance is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.