Masttro vs Portfolio123 comparison

Masttro focuses on Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

Portfolio123 offers a free tier that lets you get started without paying, while Masttro requires a subscription. If budget is a concern, start with Portfolio123 and upgrade later if you need more advanced features.

Portfolio123 is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Masttro has a mobile app so you can check your research on the go. Portfolio123 is web-only, so you'll need a browser to access it from mobile devices.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

Choose Masttro if you need 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., and 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.. Go with Portfolio123 if 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., and 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. better fits how you invest.

Both cover Stocks. Masttro also includes Bonds, Mutual Funds, Hedge Funds, Private Funds, Real Estate, Cryptos, and Other. Portfolio123 adds coverage for ETFs, and Closed-End Funds.

Portfolio123 offers real-time data feeds, which is essential for active traders. Masttro uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Masttro supports data exports to CSV, and PDF. Portfolio123 has more limited export options.

Portfolio123 connects with brokers for portfolio syncing. Masttro requires manual portfolio entry or data import.

Portfolio123 includes a stock screener for finding investment ideas. Masttro focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.