VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Friday, December 26, 2025

Tool Comparison

Masttro vs TradeBB comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Masttro adds Wealth Management, Portfolio Accounting / Book of Record, Client & Investor Reporting, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, Client Portal & Mobile App, Document Vault & e-Signature, Model Portfolios & Sleeves, Custom Dashboards, Data APIs, APIs & SDKs, and Audit Trail / Supervision coverage that TradeBB skips.

TradeBB includes Data Visualizations categories that Masttro omits.

TradeBB keeps a free entry point that Masttro lacks.

Masttro ships a mobile app. TradeBB is web/desktop only.

In depth comparison

Masttro

masttro.com

Full‑stack wealth OS for UHNW‑focused family offices, RIAs, private banks, and professional services firms. Combines 650+ direct custodian data feeds, multi‑entity portfolio analytics, alternatives lifecycle automation, cash management, compliance, secure client portals, and conversational AI across web and mobile. Licensing is fixed, non‑AUM annual subscription priced by client scope and configuration.

Platforms

WebMobileAPI

Pricing

Subscription

Quick highlights

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.

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TradeBB

tradebb.ai

Web-based trading journal and performance analytics for multi-asset traders. Supports broker connections (read-only data import) plus file/manual trade imports. Website promotes a free preview; public plan pricing was not found in reviewed pages.

Platforms

Web

Pricing

Free

Quick highlights

Multi-asset journal covering stocks, options, futures, forex, and crypto.
Broker connections plus file/manual import; import workflow supports CSV/XLSX/TXT/HTM and provides Excel templates.
Performance dashboard with Total Gross/Net P&L, Win Rate, Profit Factor, Per-Trade Expectancy, Avg Holding Time, and time-of-day/duration analytics.
Trade log with standardized fields (symbol, side, entry/exit time, prices, quantity, net P&L, return, duration) and winners/losers/open trade summaries.
Daily Journal view with per-day performance stats and "Add/View Journal" workflow.

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Where they differ

Masttro

Distinct strengths include:

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.

TradeBB

Distinct strengths include:

Data Visualizations

Multi-asset journal covering stocks, options, futures, forex, and crypto.
Broker connections plus file/manual import; import workflow supports CSV/XLSX/TXT/HTM and provides Excel templates.
Performance dashboard with Total Gross/Net P&L, Win Rate, Profit Factor, Per-Trade Expectancy, Avg Holding Time, and time-of-day/duration analytics.
Trade log with standardized fields (symbol, side, entry/exit time, prices, quantity, net P&L, return, duration) and winners/losers/open trade summaries.

Feature-by-feature breakdown

Attribute	Masttro	TradeBB
Categories Which research workflows each platform targets	Shared: Portfolio, Broker Connectors Unique: Wealth Management, Portfolio Accounting / Book of Record, Client & Investor Reporting, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, Client Portal & Mobile App, Document Vault & e-Signature, Model Portfolios & Sleeves, Custom Dashboards, Data APIs, APIs & SDKs, Audit Trail / Supervision	Shared: Portfolio, Broker Connectors Unique: Data Visualizations
Asset types Supported asset classes and universes	Stocks, Bonds, Mutual Funds, Hedge Funds, Private Funds, Real Estate, Cryptos, Other	Stocks, Options, Futures, Currencies, Cryptos
Experience levels Who each product is built for	Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, API	Web
Pricing High-level pricing models	Subscription	Free
Key features Core capabilities called out by each vendor	Unique 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. Portfolio Management Center supports model portfolios, firm-wide investment policies, risk and concentration limits, diversification rules, restrictions, and user-defined blended benchmarks to monitor drift and keep portfolios within mandate.	Unique Multi-asset journal covering stocks, options, futures, forex, and crypto. Broker connections plus file/manual import; import workflow supports CSV/XLSX/TXT/HTM and provides Excel templates. Performance dashboard with Total Gross/Net P&L, Win Rate, Profit Factor, Per-Trade Expectancy, Avg Holding Time, and time-of-day/duration analytics. Trade log with standardized fields (symbol, side, entry/exit time, prices, quantity, net P&L, return, duration) and winners/losers/open trade summaries. Daily Journal view with per-day performance stats and "Add/View Journal" workflow. Calendar view showing daily net P&L and a monthly symbol breakdown.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Masttro and TradeBB both support?

Both platforms cover Portfolio, and Broker Connectors workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

TradeBB offers a free entry point, while Masttro requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Masttro ships a dedicated mobile experience, while TradeBB focuses on web or desktop access.

What unique strengths set the two platforms apart?

Masttro differentiates itself with 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., and 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., whereas TradeBB stands out for Multi-asset journal covering stocks, options, futures, forex, and crypto., Broker connections plus file/manual import; import workflow supports CSV/XLSX/TXT/HTM and provides Excel templates., and Performance dashboard with Total Gross/Net P&L, Win Rate, Profit Factor, Per-Trade Expectancy, Avg Holding Time, and time-of-day/duration analytics..

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