★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Masttro vs Stock Rover
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 Stock Rover doesn't offer
Pick Stock Rover if
Stock Rover
Free • From $34/mo · 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 stock ideas, screeners, and ETF screeners, 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 Stock Rover 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. Stock Rover simply does more: 32 categories to Masttro's 7, including stock ideas, screeners, and ETF screeners. Masttro counters by keeping things simpler.
What readers say
Masttro
Vote once to reveal the community verdict.
Stock Rover
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Stock Rover
- Free trial
- Stock Rover14 days
- Broader coverage
- Stock Rover32 vs 7 categories
- API access
- Masttro
- Real-time data
- Stock Rover
- Global coverage
- 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 $34/mo |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | — | 54 limits: Free: stock scores: 3/month, Free: research reports: Dow 30 samples only unless Research Reports add-on or bundled paid pl... +52 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | 700+ direct custodian data feeds | Yodlee brokerage aggregation, Interactive Brokers +1 more |
| Audience & fit | ||
Experience level | Advanced | Beginner, Intermediate, Advanced |
Best for | Family Offices, RIAs / Wealth Firms +3 more | Retail Traders, Pro Retail +7 more |
Categories covered | 7 | 32 |
Regions | North America, Europe, LatAm, APAC | North America |
| Data & capabilities | ||
Data quality | Multi-currency | 5 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +3 more |
Data partners | — | 6 partners: Morningstar, Zacks +4 more |
Capabilities | 18 signals: Broker sync, Multi-currency +16 more | 10 signals: Custom formulas, Universe builder +8 more |
Security | 6 signals: SOC2, ISO27001 +4 more | Data residency: US and Encryption in transit |
| Try it | Visit Masttro | Visit Stock Rover |
Where each one shines
What Masttro and Stock Rover each do best.ShowHide
Where each one shines
What Masttro and Stock Rover 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 Stock Rover does best
- Screening for North American stocks, ETFs, and funds with 800+ financial metrics on Ultimate tiers, custom screens, ranked screening, guru-style metrics, screener snapshots, percentile screening, equation screening, and 20 years of historical fundamentals.
- Tracking portfolios and dividends with broker sync, manual or spreadsheet import, benchmark comparison, emailed reports, dividend-income projections, risk-adjusted return, volatility, beta, IRR, Sharpe Ratio, and position contribution analytics.
- Comparison tools for stocks, ETFs, funds, portfolios, indices, and custom datasets in spreadsheet-like table and tile views across valuation, dividend, analyst, ratings, momentum, performance, and operating metrics.
- Automated DCF-driven Fair Value and intrinsic-value metrics to estimate Margin of Safety, then compare valuation ratios against 20-year relative norms to separate real discounts from superficially cheap stocks.
- The Insight Panel for financial statements, sales, earnings, cash flow, dividends, analyst ratings, insider activity, news, earnings transcripts, fair-value formulas, scores, warnings, and options-chain research on higher tiers.
Every detail we compared
Every tracked attribute for Masttro and Stock Rover, side by side.ShowHide
Every detail we compared
Every tracked attribute for Masttro and Stock Rover, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther | StocksETFsMutual FundsClosed-End FundsOptionsFundsOther |
Experience | Advanced | BeginnerIntermediateAdvanced |
Target audience | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsDividend InvestorsAnalysts+1 more |
Regions | North AmericaEuropeLatAmAPAC | North America |
Coverage details | Not specified | Countries: US and CA11 exchangesIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-time15-min DelayedEnd of Day |
Data granularity | Not specified | MinuteEOD |
Pricing sources | Not specified | ExchangeVendorModel |
Data partners | Not specified | MorningstarZacksIntrinioQuandlYodleeIEX |
| Access & integrations | ||
Import methods | CustodianManual | CSVBrokerOAuthManual |
Integrations | 700+ direct custodian data feeds | Yodlee brokerage aggregationInteractive Brokers1000+ supported brokerages |
Export formats | CSVPDF | CSVImagePDF |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access | Data residency: USEncryption in transit |
Capability signals | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more | Custom formulasUniverse builderFactors: Value, Quality, Momentum, Growth, and SizePerformance attributionMonte CarloBroker syncPortfolio attributionRebalancing+2 more |
Vendor & support | MasttroCountry: United StatesFounded 2010Support: Email | Stock Rover LLCCountry: United StatesFounded 2008Support: Email and Phone |
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 | — | Freestock scores: 3/month · research reports: Dow 30 samples only unless Research Reports add-on or bundled paid pl... · +1 more |
| Entry paid plan | Subscription“Fixed annual license” | $34/mo“Premium”annual billing: $348/year ($29/month equivalent) · two year billing: $576 every 2 years ($24/month equivalent) · +11 more |
| Tier 2 | — | $70/mo“Premium Plus”annual billing: $588/year ($49/month equivalent) · two year billing: $1,008 every 2 years ($42/month equivalent) · +12 more |
| Tier 3 | — | $99/mo“Ultimate”annual billing: $948/year ($79/month equivalent) · two year billing: $1,656 every 2 years ($69/month equivalent) · +10 more |
| Top plan | — | $199/mo“Ultimate Pro”annual billing: $1,788/year ($149/month equivalent) · two year billing: $3,096 every 2 years ($129/month equivalent) · +10 more |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Masttro and Stock Rover?
Masttro leans toward wealth management, advisor operations, and portfolio, while Stock Rover puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Masttro or Stock Rover free to use?
Stock Rover has a free tier, so you can get started without paying anything. Masttro is paid-only. If budget matters, start with Stock Rover and see how far it takes you before opening your wallet.
Which is better for beginners: Masttro or Stock Rover?
Stock Rover 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 Stock Rover have an API?
Masttro has an API for programmatic access and custom integrations. Stock Rover doesn't, so you're working through its interface.
Should I choose Masttro or Stock Rover?
It depends on what you're after. Pick Masttro if wealth management and advisor operations matter to you; go with Stock Rover if you'd rather have stock ideas and screeners. And if you only need the basics both share, let price decide.
What asset classes do Masttro and Stock Rover cover?
Both cover stocks, mutual funds, and other. Masttro also handles bonds, hedge funds, and private funds. Stock Rover adds ETFs, closed-end funds, and options on top.
Does Masttro or Stock Rover have real-time data?
Stock Rover 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.
Which covers international markets: Masttro or Stock Rover?
Masttro has documented international coverage (North America, Europe, LatAm, and APAC), so it's the safer bet if you hold non-US stocks. Stock Rover is more region-specific, mainly North America.
Can I export data from Masttro and Stock Rover?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Masttro or Stock Rover connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Masttro or Stock Rover?
Stock Rover has a stock screener for surfacing ideas; Masttro doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Masttro or Stock Rover?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Feedback
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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.