Masttro vs Ziggma comparison

Masttro focuses on Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting while Ziggma specializes in Portfolio, Watchlist, and Stock Ideas. They overlap in 2 categories, so choose based on your preferred workflow and pricing.

Ziggma offers a free tier that lets you get started without paying, while Masttro requires a subscription. If budget is a concern, start with Ziggma and upgrade later if you need more advanced features.

Ziggma is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Masttro has a mobile app so you can check your research on the go. Ziggma is web-only, so you'll need a browser to access it from mobile devices.

Masttro provides API access for programmatic data retrieval and custom integrations. Ziggma doesn't currently offer an API, so you'll need to use their web interface.

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 Ziggma if Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios., and Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data. better fits how you invest.

Both cover Stocks, Bonds, Mutual Funds, and Cryptos. Masttro also includes Hedge Funds, Private Funds, Real Estate, and Other. Ziggma adds coverage for ETFs.

Ziggma offers real-time data feeds, which is essential for active traders. Masttro uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Masttro supports data exports to CSV, and PDF. Ziggma has more limited export options.

Ziggma connects with brokers for portfolio syncing. Masttro requires manual portfolio entry or data import.

Ziggma includes a stock screener for finding investment ideas. Masttro focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.