★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Wealthfolio checked July 22, 2026
Tool Comparison
Masttro vs Wealthfolio
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 APIs & data feeds, things Wealthfolio doesn't offer
Pick Wealthfolio if
Wealthfolio
Free • From $3.99/mo · Desktop · Mobile · Web
- You'd rather start free and only pay if you outgrow it
- You care about data visualizations, performance attribution, and risk metrics, 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 Wealthfolio cover a lot of the same ground (3 shared categories, portfolio, custom dashboards, and broker connectors), so for the basics you won't go far wrong with either. The real difference is focus: only Masttro gives you wealth management and advisor operations, and only Wealthfolio gives you data visualizations and performance attribution.
What readers say
Masttro
Vote once to reveal the community verdict.
Wealthfolio
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Wealthfolio
- Desktop app
- Wealthfolio
- API access
- Masttro
- Beginner friendly
- Wealthfolio
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 $3.99/mo |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | — | 6 limits: Core app: broker sync: Not included, Core app: device sync: Not included +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | 700+ direct custodian data feeds | SnapTrade and Docker |
| Audience & fit | ||
Experience level | Advanced | Beginner, Intermediate, Advanced |
Best for | Family Offices, RIAs / Wealth Firms +3 more | Retail Traders, Pro Retail +3 more |
Categories covered | 7 | 8 |
Regions | North America, Europe, LatAm, APAC | — |
| Data & capabilities | ||
Data quality | Multi-currency | Pricing: Vendor and Manual and Multi-currency |
Data partners | — | SnapTrade |
Capabilities | 18 signals: Broker sync, Multi-currency +16 more | 7 signals: Performance attribution, Monte Carlo +5 more |
Security | 6 signals: SOC2, ISO27001 +4 more | — |
| Try it | Visit Masttro | Visit Wealthfolio |
Where each one shines
What Masttro and Wealthfolio each do best.ShowHide
Where each one shines
What Masttro and Wealthfolio 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 Wealthfolio does best
- Track investments across accounts with holdings, activities, income, allocation, benchmarks, true time-weighted returns, money-weighted returns, and multi-currency support.
- Keep net-worth assets and liabilities, spending, budgets, savings goals, contribution limits, and portfolio planning in the same local-first application.
- Model retirement and FIRE goals with year-by-year projections, Monte Carlo simulations, stress tests, and sensitivity analysis.
- Run the AGPL-3.0 application on macOS, Windows, Linux, or native iOS, or deploy the web edition on infrastructure you control with Docker.
- Use manual entry and CSV import for free without a Wealthfolio account or subscription.
Every detail we compared
Every tracked attribute for Masttro and Wealthfolio, side by side.ShowHide
Every detail we compared
Every tracked attribute for Masttro and Wealthfolio, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther | StocksETFsMutual FundsBondsCurrenciesCryptosReal EstateOther |
Experience | Advanced | BeginnerIntermediateAdvanced |
Target audience | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive Investors |
Regions | North AmericaEuropeLatAmAPAC | Not specified |
Coverage details | Not specified | Identifiers: Ticker and ISIN |
| Data | ||
Pricing sources | Not specified | VendorManual |
Data partners | Not specified | SnapTrade |
| Access & integrations | ||
Import methods | CustodianManual | CSVBrokerOAuthManual |
Integrations | 700+ direct custodian data feeds | SnapTradeDocker |
Export formats | CSVPDF | CSVJSON |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access | Not specified |
Capability signals | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more | Performance attributionMonte CarloBroker syncPortfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | MasttroCountry: United StatesFounded 2010Support: Email | Teymz Inc.Country: CanadaSupport: Email and Forum |
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 | — | Free“Core app”broker sync: Not included · device sync: Not included |
| Entry paid plan | Subscription“Fixed annual license” | $3.99/mo“Connect Basic”devices: 3 · institution connections: 0 |
| Tier 2 | — | $7.99/mo“Connect Essentials”institution connections: 5 |
| Top plan | — | $12.99/mo“Connect Duo”institution connections: 12 |
Questions we keep getting
What's the difference between Masttro and Wealthfolio?
Masttro leans toward wealth management, advisor operations, and portfolio, while Wealthfolio puts more weight on portfolio, data visualizations, and performance attribution. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is Masttro or Wealthfolio free to use?
Wealthfolio has a free tier, so you can get started without paying anything. Masttro is paid-only. If budget matters, start with Wealthfolio and see how far it takes you before opening your wallet.
Which is better for beginners: Masttro or Wealthfolio?
Wealthfolio 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 Wealthfolio have an API?
Masttro has an API for programmatic access and custom integrations. Wealthfolio doesn't, so you're working through its interface.
Should I choose Masttro or Wealthfolio?
It depends on what you're after. Pick Masttro if wealth management and advisor operations matter to you; go with Wealthfolio if you'd rather have data visualizations and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do Masttro and Wealthfolio cover?
Both cover stocks, bonds, mutual funds, and real estate. Masttro also handles hedge funds and private funds. Wealthfolio adds ETFs and currencies on top.
Can I export data from Masttro and Wealthfolio?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Masttro or Wealthfolio 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 Wealthfolio?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.