VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Masttro vs Reflexivity
Pick Masttro if
Masttro
Subscription · Web · Mobile · API
- You do a lot of your research from your phone
- You want wealth management, advisor operations, and custom dashboards.
Pick Reflexivity if
Reflexivity
Free • From $99.99/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want screeners, quant, and performance attribution.
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 Reflexivity cover a lot of the same ground (2 shared categories, portfolio and APIs & data feeds), so for the basics you won't go far wrong with either. Reflexivity simply does more: 13 categories to Masttro's 7, including screeners, quant, and performance attribution. Masttro counters by keeping things simpler.
What readers say
Masttro
No votes yet. Cast the first one.
Reflexivity
No votes yet. Cast the first one.
Key differences at a glance
- Free plan
- Reflexivity
- Broader coverage
- Reflexivity13 vs 7 categories
- Mobile app
- Masttro
- Real-time data
- Reflexivity
- 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 $99.99/mo |
Free tier | No | Yes |
Free trial | — | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | Yes | No |
Integrations | 700+ direct custodian data feeds | — |
| Audience & fit | ||
Experience level | Advanced | Intermediate, Advanced |
Best for | Family Offices, RIAs / Wealth Firms +3 more | — |
Categories covered | 7 | 13 |
Regions | North America, Europe, LatAm, APAC | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Multi-currency | Latency: Real-time and End of Day and Granularity: EOD |
Capabilities | 18 signals: Broker sync, Multi-currency +16 more | 5 signals: Universe builder, Stress tests: Rates, FX, and EquityCrash +3 more |
Security | 6 signals: SOC2, ISO27001 +4 more | SOC2 |
| Try it | Visit Masttro | Visit Reflexivity |
Where each one shines
What Masttro and Reflexivity each do best.ShowHide
Where each one shines
What Masttro and Reflexivity 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.
- Monitor 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 Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
Every detail we compared
Every tracked attribute for Masttro and Reflexivity, side by side.ShowHide
Every detail we compared
Every tracked attribute for Masttro and Reflexivity, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther | StocksETFsBondsCommoditiesCurrencies |
Experience | Advanced | IntermediateAdvanced |
Target audience | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors | Not specified |
Regions | North AmericaEuropeLatAmAPAC | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Not specified | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
Import methods | CustodianManual | CSVManual |
Integrations | 700+ direct custodian data feeds | Not specified |
Export formats | CSVPDF | Excel |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access | SOC2 |
Capability signals | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more | Universe builderStress tests: Rates, FX, and EquityCrashPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News |
Vendor & support | MasttroCountry: United StatesFounded 2010Support: Email | Knabble, Inc. (dba Reflexivity)Country: United StatesSupport: Email |
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“Basic via IBKR” |
| Entry paid plan | Subscription“Fixed annual license” | $99.99/mo“Plus via IBKR” |
| Custom / enterprise | — | Contact sales“Institutional” |
Questions we keep getting
What's the difference between Masttro and Reflexivity?
Masttro leans toward wealth management, advisor operations, and portfolio, while Reflexivity puts more weight on screeners, quant, and performance attribution. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Masttro or Reflexivity free to use?
Reflexivity has a free tier, so you can get started without paying anything. Masttro is paid-only. If budget matters, start with Reflexivity and see how far it takes you before opening your wallet.
Can I use Masttro or Reflexivity on my phone?
Masttro lists a dedicated mobile app, so it travels better. Reflexivity doesn't list a dedicated mobile app; its documented access is web and API.
Do Masttro and Reflexivity 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 Reflexivity?
It depends on what you're after. Pick Masttro if wealth management and advisor operations matter to you; go with Reflexivity if you'd rather have screeners and quant. And if you only need the basics both share, let price decide.
What asset classes do Masttro and Reflexivity cover?
Both cover stocks and bonds. Masttro also handles mutual funds, hedge funds, and private funds. Reflexivity adds ETFs, commodities, and currencies on top.
Does Masttro or Reflexivity have real-time data?
Reflexivity 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 Reflexivity?
Yes, both export to spreadsheets (Masttro: CSV; Reflexivity: Excel), which is handy if you like running your own numbers.
Can Masttro or Reflexivity connect to my broker?
Masttro syncs with brokers automatically. With Reflexivity, you're entering holdings by hand or importing files.
Which has a better stock screener: Masttro or Reflexivity?
Reflexivity has a stock screener for surfacing ideas; Masttro doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Masttro or Reflexivity?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
Browse the #1 tool in 90+ categoriesKeep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.