VOL. XCIV, NO. 247

★ BEST INVESTING TOOLS COMPARISON ★

Sunday, May 31, 2026

Tool Comparison · Sunday, May 31, 2026

Masttro vs Sharesight

Masttro vs Sharesight: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.

Quick verdict
Masttro logo

Masttro

masttro.com

Best for portfolio accounting / book of record, and householding & multi-entity

Pricing
Subscription
Platforms
Web, Mobile, API
VS
Sharesight logo

Sharesight

sharesight.com

Best for risk metrics, and performance attribution

Pricing
Free
Platforms
Web, Mobile, API

Outbound links may include affiliate or sponsor codes.

Comparison snapshot

Attribute
Masttro
Sharesight
Starting price
Subscription
Free
Categories covered
14
15
Web app
Yes
Yes
Mobile app
Yes
Yes
API access
Yes
Yes
Regions
North America, Europe, LatAm, APAC
North America, Europe, APAC, LatAm, Middle East, Africa

Who should choose which?

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.
  • You need 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.
  • You need 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.
  • You need 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.

Choose

Sharesight if…

  • You want to start free before paying
  • You’re just getting started and want an approachable UI
  • You’re a long-term or value-focused investor
  • You need global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, etfs, funds and crypto across 60+ markets, with support for cash accounts and property in one view.

Consider alternatives if…

  • You want broader category coverage in one tool.
  • Neither pricing tier fits your budget.
See alternatives

Side-by-side feature breakdown

AttributeMasttroSharesight
Asset types
StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther
StocksETFsMutual FundsFundsBondsCryptosReal EstateOther
Experience
Advanced
BeginnerIntermediateAdvanced
Regions
North AmericaEuropeLatAmAPAC
North AmericaEuropeAPACLatAmMiddle EastAfrica
Data freshness
Not specified
End of Day
API access
Not specified
REST
Export formats
CSVPDF
CSVPDF

Seen enough? Open either tool and try it now.

Pricing breakdown

Pricing details

Tool

Masttro

Starting price

Free tierNo
Free trial

Plans & pricing

Fixed annual licenseSubscription

Tool

Sharesight

€7/mo

Starting price

Free tierYes
Free trial14 days

Plans & pricing

FreeFree
Starter€7/mo
Standard€17/mo
Premium€23/mo
Business€13.5/mo

Coverage overlap

Community category leaders

Vote sentiment comparison

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Still deciding? Get hands-on with both — most plans offer a free tier or trial.

Frequently Asked Questions

What's the difference between Masttro and Sharesight?

Masttro focuses on Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting while Sharesight specializes in Portfolio, Risk Metrics, and Performance Attribution. They overlap in 7 categories, so choose based on your preferred workflow and pricing.

Is Masttro or Sharesight free to use?

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

Which is better for beginners—Masttro or Sharesight?

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

Do Masttro and Sharesight 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 Sharesight?

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 Sharesight if Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., and Public pricing page says 500,000+ investors track investments with Sharesight. better fits how you invest.

What asset classes do Masttro and Sharesight cover?

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

Can I export data from Masttro and Sharesight?

Both platforms let you export data to spreadsheets (CSV, and PDF). This is useful for custom analysis or record-keeping.

Can Masttro or Sharesight connect to my broker?

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

Can I track my portfolio with Masttro or Sharesight?

Both platforms include portfolio tracking, so you can monitor your 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.