★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Masttro vs Portfolio123
Masttro
Best for wealth management and advisor operations
Subscription
Portfolio123
Best for screeners and data visualizations
Free • From $25/mo
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The verdict
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.
Key differences at a glance
- Mobile app
- Masttro
- Free plan
- Portfolio123
- Broader coverage
- Portfolio12319 vs 7 categories
- Desktop app
- Portfolio123
- Real-time data
- Portfolio123
- Beginner friendly
- Portfolio123
Choose
Masttro if…
- 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
Choose
Portfolio123 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, data visualizations, and quant, things Masttro doesn't offer
- You're newer to investing and want something approachable
Comparison snapshot
| 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 | 650+ 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 |
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 Portfolio123 does best
- Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias.
- Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems.
- Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues.
- AI Factor lets users train machine‑learning predictors for expected returns and plug the predictions into ranking systems, strategy simulations and asset-level analysis, with no-code model evaluation, blocked K-fold cross validation, lift charts and model/portfolio statistics.
- Homepage currently advertises 30 days of free screener and backtesting access with no credit card required, in addition to the free Manage module.
Data & access details
| 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 | 650+ 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.
Pricing breakdown
—
Starting price
Plans & pricing
$25/mo
Starting price
Plans & pricing
- duration days: 30
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
Masttro strengths
4What you only get with Masttro.
Portfolio123 strengths
16Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
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.
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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.