★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Masttro vs YCharts
Pick Masttro if
Masttro
Subscription · Web · Mobile · API
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You care about wealth management, custom dashboards, and APIs & data feeds, things YCharts doesn't offer
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You care about screeners, stock comparison, and ETF comparison, 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 YCharts cover a lot of the same ground (3 shared categories, advisor operations, portfolio, and broker connectors), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to Masttro's 7, including screeners, stock comparison, and ETF comparison. Masttro counters by keeping things simpler.
What readers say
Masttro
Vote once to reveal the community verdict.
YCharts
Vote once to reveal the community verdict.
Key differences at a glance
- Mobile app
- Masttro
- Free trial
- YCharts7 days
- Broader coverage
- YCharts20 vs 7 categories
- Desktop app
- YCharts
- API access
- 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 | From $3000/yr |
Free tier | No | No |
Free trial | — | 7 days |
Plan limits | — | 9 limits: Analyst: additional seat annual usd: 1,500, Presenter: additional seat annual usd: 2,400 +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | 700+ direct custodian data feeds | Addepar, Advyzon +12 more |
| Audience & fit | ||
Experience level | Advanced | Intermediate, Advanced |
Best for | Family Offices, RIAs / Wealth Firms +3 more | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 7 | 20 |
Regions | North America, Europe, LatAm, APAC | — |
| Data & capabilities | ||
Data quality | Multi-currency | — |
Data partners | — | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | 18 signals: Broker sync, Multi-currency +16 more | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | 6 signals: SOC2, ISO27001 +4 more | Status page |
| Try it | Visit Masttro | Visit YCharts |
Where each one shines
What Masttro and YCharts each do best.ShowHide
Where each one shines
What Masttro and YCharts 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 YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Tools for creating proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
Every detail we compared
Every tracked attribute for Masttro and YCharts, side by side.ShowHide
Every detail we compared
Every tracked attribute for Masttro and YCharts, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | Advanced | IntermediateAdvanced |
Target audience | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North AmericaEuropeLatAmAPAC | Not specified |
Coverage details | Not specified | Identifiers: Ticker and CUSIP |
| Data | ||
Data partners | Not specified | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
Import methods | CustodianManual | CSVCustodianManual |
Integrations | 700+ direct custodian data feeds | AddeparAdvyzonBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebalLPL ClientWorks+6 more |
Export formats | CSVPDF | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access | Status page |
Capability signals | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | MasttroCountry: United StatesFounded 2010Support: Email | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
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 | ||
|---|---|---|
| Entry paid plan | Subscription“Fixed annual license” | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | — | $6300/yr≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Top plan | — | Subscription“Presenter”additional seat annual usd: 2,400 |
| Custom / enterprise | — | Contact sales“Enterprise” |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between Masttro and YCharts?
Masttro leans toward wealth management, advisor operations, and portfolio, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Masttro and YCharts cost?
Neither has a free plan, but YCharts offers a free trial. Compare the paid tiers against your required data coverage before committing.
Can I use Masttro or YCharts on my phone?
Masttro lists a dedicated mobile app, so it travels better. YCharts doesn't list a dedicated mobile app; its documented access is web and desktop.
Does Masttro or YCharts have an API?
Masttro has an API for programmatic access and custom integrations. YCharts doesn't, so you're working through its interface.
Should I choose Masttro or YCharts?
It depends on what you're after. Pick Masttro if wealth management and custom dashboards matter to you; go with YCharts if you'd rather have screeners and stock comparison. And if you only need the basics both share, let price decide.
What asset classes do Masttro and YCharts cover?
Both cover stocks, bonds, mutual funds, and cryptos. Masttro also handles hedge funds, private funds, and real estate. YCharts adds ETFs and closed-end funds on top.
Can I export data from Masttro and YCharts?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Masttro or YCharts 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 YCharts?
YCharts has a stock screener for surfacing ideas; Masttro doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Masttro or YCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
More comparisons to check
Other tools you might like
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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.