★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Masttro vs Sharesight
Pick Masttro instead if
Masttro
Subscription · Web · Mobile · API
- You care about custom dashboards and audit trail / supervision, things Sharesight doesn't offer
Start here
Sharesight
Free • Paid plans available · Web · Mobile · API
- You'd rather start free and only pay if you outgrow it
- You care about risk metrics, performance attribution, and downloadable tax reports, things Masttro doesn't offer
- You're newer to investing and want something approachable
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 Sharesight cover a lot of the same ground (5 shared categories, including wealth management, advisor operations, and portfolio), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to Masttro's 7, including risk metrics, performance attribution, and downloadable tax reports. Masttro counters by keeping things simpler.
What readers say
Masttro
Vote once to reveal the community verdict.
Sharesight
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Sharesight
- Free trial
- Sharesight14 days
- Broader coverage
- Sharesight13 vs 7 categories
- Beginner friendly
- Sharesight
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 • Paid plans available |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | — | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | 700+ direct custodian data feeds | Interactive Brokers, Trading 212 +4 more |
| Audience & fit | ||
Experience level | Advanced | Beginner, Intermediate, Advanced |
Best for | Family Offices, RIAs / Wealth Firms +3 more | Retail Traders, Pro Retail +6 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 | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Capabilities | 18 signals: Broker sync, Multi-currency +16 more | 11 signals: Broker sync, Portfolio attribution +9 more |
Security | 6 signals: SOC2, ISO27001 +4 more | 5 signals: SOC2, Data residency: Other +3 more |
| Try it | Visit Masttro | Visit Sharesight |
Where each one shines
What Masttro and Sharesight each do best.ShowHide
Where each one shines
What Masttro and Sharesight 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 Sharesight does best
- Tracking listed and unlisted investments across global markets, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom investments.
- Import support for trades from supported brokers and finance apps or use CSV and manual workflows when a broker connection is unavailable.
- Metrics for portfolio performance with reports for returns, multi-period performance, diversity, exposure, contribution analysis, drawdown risk, and benchmarks where supported by plan.
- Tracking dividends, dividend reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Handle multi-currency portfolios with automatic base-currency conversion plus valuation and FX-impact reporting.
Every detail we compared
Every tracked attribute for Masttro and Sharesight, side by side.ShowHide
Every detail we compared
Every tracked attribute for Masttro and Sharesight, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | Advanced | BeginnerIntermediateAdvanced |
Target audience | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices |
Regions | North AmericaEuropeLatAmAPAC | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Not specified | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: OAuth2Docs |
Import methods | CustodianManual | CSVBrokerOAuthManual |
Integrations | 700+ direct custodian data feeds | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero |
Export formats | CSVPDF | CSVPDF |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more |
Vendor & support | MasttroCountry: United StatesFounded 2010Support: Email | Sharesight Pty LtdCountry: AustraliaSupport: 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 | — | Freeportfolios: 1 · holdings: 10 · +1 more |
| Entry paid plan | Subscription“Fixed annual license” | €7/mo“Starter”portfolios: 1 · holdings: 30 · +1 more |
| Tier 2 | — | €17/mo“Standard”portfolios: 4 · holdings: Unlimited · +1 more |
| Tier 3 | — | €23/mo“Premium”portfolios: 10 · holdings: Unlimited · +1 more |
| Top plan | — | €13.50/mo“Business”min portfolios: 5 · tiers: 5–19: €13.5; 20–49: €12; 50–99: €10.5; 100+: €9.2 per portfolio/month... |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Masttro and Sharesight?
Masttro leans toward wealth management, advisor operations, and portfolio, while Sharesight puts more weight on portfolio, risk metrics, and performance attribution. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is Masttro or Sharesight free to use?
Sharesight has a free tier, so you can get started without paying anything. Masttro is paid-only. If budget matters, start with Sharesight and see how far it takes you before opening your wallet.
Which is better for beginners: Masttro or Sharesight?
Sharesight is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Do Masttro and Sharesight 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 Sharesight?
It depends on what you're after. Pick Masttro if custom dashboards and audit trail / supervision matter to you; go with Sharesight if you'd rather have risk metrics and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do Masttro and Sharesight cover?
Both cover stocks, bonds, mutual funds, and real estate. Masttro also handles hedge funds and private funds. Sharesight adds ETFs and funds on top.
Can I export data from Masttro and Sharesight?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Masttro or Sharesight connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Can I track my portfolio with Masttro or Sharesight?
Yes, both do portfolio tracking: 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.