★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Masttro vs Snowball Analytics
Masttro
Best for wealth management and advisor operations
Subscription
Snowball Analytics
Best for watchlist and backtesting
Free • From $79.99/yr
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The verdict
The bottom line
Masttro and Snowball Analytics 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. Snowball Analytics simply does more: 18 categories to Masttro's 7, including watchlist, backtesting, and dividends. Masttro counters by keeping things simpler.
Key differences at a glance
- Free plan
- Snowball Analytics
- Free trial
- Snowball Analytics14 days
- Broader coverage
- Snowball Analytics18 vs 7 categories
- API access
- Masttro
- Beginner friendly
- Snowball Analytics
Choose
Masttro if…
- You want an API so you can script or automate things
- You care about wealth management, advisor operations, and custom dashboards, things Snowball Analytics doesn't offer
Choose
Snowball Analytics if…
- You'd rather start free and only pay if you outgrow it
- You care about watchlist, backtesting, and dividends, things Masttro doesn't offer
- You're newer to investing and want something approachable
- You're a long-term investor who cares more about fundamentals than headlines
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Subscription | Free • From $79.99/yr |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | — | 22 limits: Free: portfolios: 1, Free: holdings: 10 +20 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | 650+ direct custodian data feeds | Yodlee, SnapTrade +2 more |
| Audience & fit | ||
Experience level | Advanced | Beginner, Intermediate, Advanced |
Best for | Family Offices, RIAs / Wealth Firms +3 more | Retail Traders, Pro Retail +4 more |
Categories covered | 7 | 18 |
Regions | North America, Europe, LatAm, APAC | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Multi-currency | 6 signals: Latency: End of Day, Granularity: EOD +4 more |
Data partners | — | 3 partners: EODHD, SnapTrade +1 more |
Capabilities | 18 signals: Broker sync, Multi-currency +16 more | 7 signals: Ranking backtests, Performance attribution +5 more |
Security | 6 signals: SOC2, ISO27001 +4 more | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit Masttro | Visit Snowball Analytics |
Standout features
What Masttro does best
- 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.
- 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.
- 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.
- 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.
- Cash Management Registry centralizes uncategorized deposits and withdrawals, maintains detailed records of capital calls, distributions, fees, and closed-end fund cash flows, and lets users review history and export transactions for full cash-flow auditability.
What Snowball Analytics does best
- Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics and multi-portfolio sync.
- Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 70+ global exchanges and 25+ currencies.
- Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with automatic daily Snowball sync, aggregator-dependent broker refreshes and manual refresh controls.
- User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
- Dashboards and analytics compute portfolio value, invested capital, total profit (including dividends, realized P&L, fees and dividend taxes), IRR, TWR beta and multi-period performance, with breakdowns by asset class, sector, region and currency.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more |
Experience | Advanced | BeginnerIntermediateAdvanced |
Target audience | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors |
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 |
Pricing sources | Not specified | VendorManual |
Data partners | Not specified | EODHDSnapTradeYodlee |
| Access & integrations | ||
Import methods | CustodianManual | BrokerOAuthCSVManual |
Integrations | 650+ direct custodian data feeds | YodleeSnapTradeBinanceEODHD |
Export formats | CSVPDF | CSV |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access | Data residency: EUEncryption at restEncryption in transit |
Capability signals | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance |
Vendor & support | MasttroCountry: United StatesFounded 2010Support: Email | Snowball Analytics SASCountry: FranceSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
—
Starting price
Plans & pricing
$79.99/yr
Starting price
Plans & pricing
- portfolios: 1
- holdings: 10
- +4 more
- portfolios: 1
- holdings: Unlimited
- +4 more
- portfolios: 10
- holdings: Unlimited
- +4 more
- portfolios: Unlimited
- holdings: Unlimited
- +2 more
Coverage overlap
Shared categories
2Where the two tools cover the same ground.
Masttro strengths
5What you only get with Masttro.
Snowball Analytics strengths
16Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Masttro and Snowball Analytics?
Masttro leans toward wealth management, advisor operations, and portfolio, while Snowball Analytics puts more weight on portfolio, watchlist, and backtesting. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Masttro or Snowball Analytics free to use?
Snowball Analytics has a free tier, so you can get started without paying anything. Masttro is paid-only. If budget matters, start with Snowball Analytics and see how far it takes you before opening your wallet.
Which is better for beginners: Masttro or Snowball Analytics?
Snowball Analytics 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 Snowball Analytics have an API?
Masttro has an API for programmatic access and custom integrations. Snowball Analytics doesn't, so you're working through its interface.
Should I choose Masttro or Snowball Analytics?
It depends on what you're after. Pick Masttro if wealth management and advisor operations matter to you; go with Snowball Analytics if you'd rather have watchlist and backtesting. And if you only need the basics both share, let price decide.
What asset classes do Masttro and Snowball Analytics cover?
Both cover stocks, bonds, mutual funds, and real estate. Masttro also handles hedge funds and private funds. Snowball Analytics adds ETFs, commodities, and currencies on top.
Can I export data from Masttro and Snowball Analytics?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Masttro or Snowball Analytics 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 Snowball Analytics?
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.