VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Masttro vs YCharts comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
YCharts
ycharts.com
At a glance
| Masttro | YCharts | |
|---|---|---|
| Free tier | ||
| Free trial | 7 days | |
| Starting price | — | $25/mo |
| Enterprise option | ||
| Available plans | Fixed annual license | Analyst, Presenter, Professional, SMA Data (add-on), Enhanced Fund Data (Morningstar) (add-on), Bond Data (add-on), Bond Ratings Data (add-on), Alternatives Data (add-on), CapGainsValet (add-on) |
Vote sentiment comparison
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Platform details
| Attribute | Masttro | YCharts |
|---|---|---|
Asset types | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | Advanced | IntermediateAdvanced |
Regions | North AmericaEuropeLatAmAPAC | Not specified |
Data freshness | Not specified | Not specified |
API access | Not specified | Not specified |
Export formats | CSVPDF | CSVExcelPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Masttro only.
Frequently Asked Questions
What's the difference between Masttro and YCharts?
Masttro focuses on Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting while YCharts specializes in Screeners, Stock Comparison, and ETF Comparison. They overlap in 4 categories, so choose based on your preferred workflow and pricing.
How much do Masttro and YCharts cost?
Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.
Can I use Masttro or YCharts on my phone?
Masttro has a mobile app so you can check your research on the go. YCharts is web-only, so you'll need a browser to access it from mobile devices.
Does Masttro or YCharts have an API?
Masttro provides API access for programmatic data retrieval and custom integrations. YCharts doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Masttro or YCharts?
Choose Masttro if you need 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., and 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.. Go with YCharts if Annual subscription tiers (Analyst / Presenter / Professional). Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls; prices reflect annual commitment., and Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices). better fits how you invest.
What asset classes do Masttro and YCharts cover?
Both cover Stocks, Bonds, Mutual Funds, and Cryptos. Masttro also includes Hedge Funds, Private Funds, Real Estate, and Other. YCharts adds coverage for ETFs, and Closed-End Funds.
Can I export data from Masttro and YCharts?
Both platforms let you export data to spreadsheets (CSV, and PDF). This is useful for custom analysis or record-keeping.
Which has a better stock screener—Masttro or YCharts?
YCharts includes a stock screener for finding investment ideas. Masttro focuses on other analytical tools.
Can I track my portfolio with Masttro or YCharts?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.