VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Masttro vs PortfoliosLab comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
At a glance
| Masttro | PortfoliosLab | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | $7.99/mo |
| Enterprise option | ||
| Available plans | Fixed annual license | Free, Plus, Pro, Enterprise |
Vote sentiment comparison
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Platform details
| Attribute | Masttro | PortfoliosLab |
|---|---|---|
Asset types | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther | StocksETFsMutual FundsFundsCryptosCurrencies |
Experience | Advanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeLatAmAPAC | North AmericaEurope |
Data freshness | Not specified | End of Day |
API access | Not specified | REST |
Export formats | CSVPDF | Not specified |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Masttro only.
Categories covered by PortfoliosLab only.
Frequently Asked Questions
What's the difference between Masttro and PortfoliosLab?
Masttro focuses on Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting while PortfoliosLab specializes in Portfolio, Watchlist, and Backtesting. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is Masttro or PortfoliosLab free to use?
PortfoliosLab offers a free tier that lets you get started without paying, while Masttro requires a subscription. If budget is a concern, start with PortfoliosLab and upgrade later if you need more advanced features.
Which is better for beginners—Masttro or PortfoliosLab?
PortfoliosLab is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Masttro or PortfoliosLab on my phone?
Masttro has a mobile app so you can check your research on the go. PortfoliosLab is web-only, so you'll need a browser to access it from mobile devices.
Do Masttro and PortfoliosLab have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Masttro or PortfoliosLab?
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 PortfoliosLab if Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., and Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios. better fits how you invest.
What asset classes do Masttro and PortfoliosLab cover?
Both cover Stocks, Mutual Funds, and Cryptos. Masttro also includes Bonds, Hedge Funds, Private Funds, Real Estate, and Other. PortfoliosLab adds coverage for ETFs, Funds, and Currencies.
Can I export data from Masttro and PortfoliosLab?
Masttro supports data exports to CSV, and PDF. PortfoliosLab has more limited export options.
Which has a better stock screener—Masttro or PortfoliosLab?
PortfoliosLab includes a stock screener for finding investment ideas. Masttro focuses on other analytical tools.
Can I track my portfolio with Masttro or PortfoliosLab?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.