★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Masttro vs Portfolio123
Pick Masttro if
Masttro
Subscription · Web · Mobile · API
- You do a lot of your research from your phone
- You care about wealth management, advisor operations, and custom dashboards, things Portfolio123 doesn't offer
Pick Portfolio123 if
Portfolio123
Free • From $25/mo · Web · API · Desktop
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, data visualizations, and quant, things Masttro doesn't offer
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
Masttro and Portfolio123 cover a lot of the same ground (3 shared categories, portfolio, APIs & data feeds, and broker connectors), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Masttro's 7, including screeners, data visualizations, and quant. Masttro counters by keeping things simpler.
What readers say
Masttro
Vote once to reveal the community verdict.
Portfolio123
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Portfolio123
- Broader coverage
- Portfolio12319 vs 7 categories
- Mobile app
- Masttro
- Desktop app
- Portfolio123
- Real-time data
- Portfolio123
- Beginner friendly
- Portfolio123
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 $25/mo |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | — | Free Screener & Backtesting Access: duration days: 30 |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | 700+ direct custodian data feeds | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Advanced | Beginner, Intermediate, Advanced |
Best for | Family Offices, RIAs / Wealth Firms +3 more | Retail Traders, Pro Retail +5 more |
Categories covered | 7 | 19 |
Regions | North America, Europe, LatAm, APAC | North America, Europe |
| Data & capabilities | ||
Data quality | Multi-currency | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more |
Data partners | — | 4 partners: FactSet, S&P Global Market Intelligence +2 more |
Capabilities | 18 signals: Broker sync, Multi-currency +16 more | 6 signals: Custom formulas, Ranking backtests +4 more |
Security | 6 signals: SOC2, ISO27001 +4 more | — |
| Try it | Visit Masttro | Visit Portfolio123 |
Where each one shines
What Masttro and Portfolio123 each do best.ShowHide
Where each one shines
What Masttro and Portfolio123 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.
- Monitoring 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 Portfolio123 does best
- Tools for building multifactor ranking systems, stock screens, ETF screens, and complete rules-based strategies through a web research environment.
- Tools for running simulations and backtests with long historical equity data, custom universes, buy and sell rules, position sizing, hedging, rebalancing, and realistic assumptions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Tools for creating ranking systems from fundamental, technical, sentiment, and macro factors, including public factor documentation and FRED-linked economic series.
- AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
Every detail we compared
Every tracked attribute for Masttro and Portfolio123, side by side.ShowHide
Every detail we compared
Every tracked attribute for Masttro and Portfolio123, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther | StocksETFsClosed-End Funds |
Experience | Advanced | BeginnerIntermediateAdvanced |
Target audience | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North AmericaEuropeLatAmAPAC | North AmericaEurope |
Coverage details | Not specified | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | Not specified | FactSetS&P Global Market IntelligenceICE Data ServicesFRED |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeySDKs: PythonDocs |
Import methods | CustodianManual | BrokerOAuthCSV |
Integrations | 700+ direct custodian data feeds | Interactive BrokersTradier |
Export formats | CSVPDF | CSVJSON |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access | Not specified |
Capability signals | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | MasttroCountry: United StatesFounded 2010Support: Email | Portfolio123Support: 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“Manage (Free)” |
| Entry paid plan | Subscription“Fixed annual license” | $25/mo“Retail Research Plans” |
| Custom / enterprise | — | Contact sales“Professional / API & Data Licenses” |
Questions we keep getting
What's the difference between Masttro and Portfolio123?
Masttro leans toward wealth management, advisor operations, and portfolio, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is Masttro or Portfolio123 free to use?
Portfolio123 has a free tier, so you can get started without paying anything. Masttro is paid-only. If budget matters, start with Portfolio123 and see how far it takes you before opening your wallet.
Which is better for beginners: Masttro or Portfolio123?
Portfolio123 is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Masttro or Portfolio123 on my phone?
Masttro lists a dedicated mobile app, so it travels better. Portfolio123 doesn't list a dedicated mobile app; its documented access is web, API, and desktop.
Do Masttro and Portfolio123 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 Portfolio123?
It depends on what you're after. Pick Masttro if wealth management and advisor operations matter to you; go with Portfolio123 if you'd rather have screeners and data visualizations. And if you only need the basics both share, let price decide.
What asset classes do Masttro and Portfolio123 cover?
Both cover stocks. Masttro also handles bonds, mutual funds, and hedge funds. Portfolio123 adds ETFs and closed-end funds on top.
Does Masttro or Portfolio123 have real-time data?
Portfolio123 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 Portfolio123?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Masttro or Portfolio123 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: Masttro or Portfolio123?
Portfolio123 has a stock screener for surfacing ideas; Masttro doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Masttro or Portfolio123?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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.