★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Masttro vs Portseido
Pick Masttro if
Masttro
Subscription · Web · Mobile · API
- You want an API so you can script or automate things
- You care about wealth management, advisor operations, and custom dashboards, things Portseido doesn't offer
Pick Portseido if
Portseido
Free • From $8/yr · Web · Mobile
- 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 data visualizations, performance attribution, and risk metrics, 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 Portseido cover a lot of the same ground (2 shared categories, portfolio and broker connectors), so for the basics you won't go far wrong with either. Portseido simply does more: 11 categories to Masttro's 7, including data visualizations, performance attribution, and risk metrics. Masttro counters by keeping things simpler.
What readers say
Masttro
Vote once to reveal the community verdict.
Portseido
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Portseido
- Free trial
- Portseido14 days
- Broader coverage
- Portseido11 vs 7 categories
- API access
- Masttro
- Real-time data
- Portseido
- Broker sync
- Masttro
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 $8/yr |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | — | 8 limits: Free: transactions: 50, Free: portfolios: 1 +6 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | No |
Integrations | 700+ direct custodian data feeds | Google Sheets, Broker statement uploads +17 more |
| Audience & fit | ||
Experience level | Advanced | Beginner, Intermediate, Advanced |
Best for | Family Offices, RIAs / Wealth Firms +3 more | Retail Traders, Pro Retail +2 more |
Categories covered | 7 | 11 |
Regions | North America, Europe, LatAm, APAC | North America, Europe, APAC, LatAm, Middle East |
| Data & capabilities | ||
Data quality | Multi-currency | 6 signals: Latency: Real-time and End of Day, Granularity: EOD +4 more |
Capabilities | 18 signals: Broker sync, Multi-currency +16 more | 5 signals: Performance attribution, Portfolio attribution +3 more |
Security | 6 signals: SOC2, ISO27001 +4 more | Encryption at rest |
| Try it | Visit Masttro | Visit Portseido |
Where each one shines
What Masttro and Portseido each do best.ShowHide
Where each one shines
What Masttro and Portseido 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 Portseido does best
- Tracking stocks, ETFs, crypto, mutual funds, and custom assets across web, iOS, and Android, with public coverage claims spanning 70+ exchanges and investors in 160+ countries.
- Metrics for portfolio performance with money-weighted return, time-weighted return, simple return, beta, drawdown, Sharpe ratio, max drawdown duration, and benchmark comparisons.
- Analysis of allocation by business, industry, sector, country, region, asset class, and filtered multi-portfolio views.
- Automation for dividend tracking with dividend schedules, upcoming and estimated dividend views, cash dividend transactions, and user-defined withholding-tax rates.
- Views for reviewing open, closed, and partially open lots with realized and unrealized gains, annualized return versus benchmark, and FIFO, LIFO, or weighted-average cost basis.
Every detail we compared
Every tracked attribute for Masttro and Portseido, side by side.ShowHide
Every detail we compared
Every tracked attribute for Masttro and Portseido, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther | StocksETFsCryptosMutual FundsReal EstateOther |
Experience | Advanced | BeginnerIntermediateAdvanced |
Target audience | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors | Retail TradersPro RetailLong-term InvestorsDividend Investors |
Regions | North AmericaEuropeLatAmAPAC | North AmericaEuropeAPACLatAmMiddle East |
Coverage details | Not specified | 31 countriesIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Pricing sources | Not specified | VendorManual |
| Access & integrations | ||
Import methods | CustodianManual | CSVManual |
Integrations | 700+ direct custodian data feeds | Google SheetsBroker statement uploadsDEGIROTrading 212TD AmeritradeCharles SchwabFidelityInteractive Brokers+11 more |
Export formats | CSVPDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access | Encryption at rest |
Capability signals | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more | Performance attributionPortfolio attributionTax lotsMulti-currencyCost basis: FIFO and LIFO |
Vendor & support | MasttroCountry: United StatesFounded 2010Support: Email | Portseido Co., Ltd.Country: ThailandFounded 2021Support: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 4/5UX 4/5 |
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 | — | Freetransactions: 50 · portfolios: 1 |
| Entry paid plan | Subscription“Fixed annual license” | $8/yr≈ $8/mo“Plus”transactions: 200 · portfolios: 1 · +1 more |
| Top plan | — | $12/yr≈ $12/mo“Pro”transactions: Unlimited · portfolios: Multiple · +1 more |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Masttro and Portseido?
Masttro leans toward wealth management, advisor operations, and portfolio, while Portseido puts more weight on portfolio, data visualizations, and performance attribution. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Masttro or Portseido free to use?
Portseido has a free tier, so you can get started without paying anything. Masttro is paid-only. If budget matters, start with Portseido and see how far it takes you before opening your wallet.
Which is better for beginners: Masttro or Portseido?
Portseido is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Masttro or Portseido have an API?
Masttro has an API for programmatic access and custom integrations. Portseido doesn't, so you're working through its interface.
Should I choose Masttro or Portseido?
It depends on what you're after. Pick Masttro if wealth management and advisor operations matter to you; go with Portseido if you'd rather have data visualizations and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do Masttro and Portseido cover?
Both cover stocks, mutual funds, real estate, and cryptos. Masttro also handles bonds, hedge funds, and private funds. Portseido adds ETFs on top.
Does Masttro or Portseido have real-time data?
Portseido 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 Portseido?
Masttro exports to CSV. Portseido is stingier about getting data out.
Can Masttro or Portseido connect to my broker?
Masttro syncs with brokers automatically. With Portseido, you're entering holdings by hand or importing files.
Can I track my portfolio with Masttro or Portseido?
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.