★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Masttro vs YCharts
Masttro
Best for wealth management and custom dashboards
Subscription
YCharts
Best for screeners and stock comparison
From $3000/yr
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The verdict
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.
Key differences at a glance
- Mobile app
- Masttro
- Free trial
- YCharts7 days
- Broader coverage
- YCharts20 vs 7 categories
- Desktop app
- YCharts
- API access
- Masttro
Choose
Masttro if…
- 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
Choose
YCharts if…
- You care about screeners, stock comparison, and ETF comparison, things Masttro doesn't offer
Comparison snapshot
| 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 | 650+ direct custodian data feeds | Orion |
| 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 |
Standout features
What Masttro does best
- 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.
What YCharts does best
- Annual subscription tiers (Analyst / Presenter / Professional).
- Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices).
- Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs.
- Alerts Manager for stocks, funds, and model portfolios; alerts can be based on thousands of metrics and trigger email notifications.
- Portfolio Optimizer provides correlation analysis and an efficient frontier; supports optimizing by Sharpe ratio, portfolio returns, and standard deviation (per product page).
Data & access details
| 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 | 650+ direct custodian data feeds | Orion |
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.
Pricing breakdown
—
Starting price
Plans & pricing
$3000/yr
Starting price
Plans & pricing
- additional seat annual usd: 1,500
- additional seat annual usd: 2,400
- additional seat annual usd: 3,600
- requires subscription: Yes
- requires subscription: Yes
- requires subscription: Yes
- requires subscription: Yes
- requires subscription: Yes
- requires subscription: Yes
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
Masttro strengths
4What you only get with Masttro.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
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.
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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.