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Head-to-head · Stock Portfolio Management

Addepar vs Masttro

  • Updated Oct 2026
  • Both researched from official sources
  • 2 checks side by side
Higher score Addepar #3 in Stock Portfolio Management 8.8/10 Pricing on request ✓ 2 of 4 features Visit Addepar
Masttro #4 in Stock Portfolio Management 8.7/10 Pricing on request ✓ 1 of 4 features Visit Masttro

Addepar leads on 0 checks, Masttro on 0, and 2 are even. Who comes out ahead on the 2 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreAddepar · 8.8/10
  • Most featuresAddepar · 2 of 4

Addepar scores higher on our rubric for stock portfolio management: 8.8 against 8.7 out of 10; our editors rank them #3 and #4.

Addepar is the better fit for institutions managing complex multi-asset portfolios. Masttro is the better fit for wealth firms needing custodian and alternatives coverage.

  • Addepar fits best

    Institutions managing complex multi-asset portfolios

  • Masttro fits best

    Wealth firms needing custodian and alternatives coverage

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Addepar 8.8/10 Visit ↗ Masttro 8.7/10 Visit ↗
At a glance
Editor score 8.8 8.7
Ranking #3 in Stock Portfolio Management #4 in Stock Portfolio Management
Best for Institutions managing complex multi-asset portfolios Wealth firms needing custodian and alternatives coverage
Pricing model Paid Paid
Starting price Pricing on request Pricing on request
Free plan Not checked yet Not checked yet
Free trial — —
Deployment Cloud Cloud, Mobile
Platforms Web Web, iOS, Android
Support Email, Docs Email, Phone
Integrations 77+ integrations 700+ integrations
Built for Mid-market, Enterprise Mid-market, Enterprise
Features Addepar 2/4 · Masttro 1/4
Broker account sync Not checked yet Not checked yet
Performance reporting ✓ ✓
Tax lot tracking ✓ (best) Not checked yet
Mobile app Not checked yet Not checked yet
Specs
Asset coverage Not checked yet Not checked yet
Portfolio limit Not checked yet Not checked yet
Our review
Pros
  • Combines public and private investment data across financial accounts.
  • Covers performance, allocation, risk, liquidity and tax-lot analysis.
  • Offers custom reporting, dashboards, integrations and developer APIs.
  • Aggregates assets across 700+ direct custodian feeds and multiple asset classes
  • Supports alternative investment valuations, capital calls, and distributions
  • Combines performance analysis, investment policies, and custom reporting
Cons
  • Pricing is contact-sales, with no public standard plans.
  • Its focus on complex portfolios may exceed simpler portfolio needs.
  • Support channels listed are email and documentation.
  • Pricing is custom and requires contacting sales
  • Its broad feature set may exceed the needs of simpler portfolio tracking
  • The published platform scope targets mid-market and enterprise organizations
Our verdict

Addepar brings portfolio data together for investment professionals, including wealth managers, family offices, fund managers and institutional allocators. Its cloud platform handles public and private investments and complex ownership…

Read the review →

Masttro brings portfolio oversight and wealth-management workflows together for ultra-high-net-worth families, family offices, wealth advisors, private banks, institutions, and professional service firms. It aggregates public, private,…

Read the review →
  1. AddeparStock Portfolio Management 8.8Pricing on request
  2. MasttroStock Portfolio Management 8.7Pricing on request

Strengths and trade-offs

  • Addepar — where it wins

    • Combines public and private investment data across financial accounts.
    • Covers performance, allocation, risk, liquidity and tax-lot analysis.
    • Offers custom reporting, dashboards, integrations and developer APIs.

    Where it doesn't

    • Pricing is contact-sales, with no public standard plans.
    • Its focus on complex portfolios may exceed simpler portfolio needs.
    • Support channels listed are email and documentation.

  • Masttro — where it wins

    • Aggregates assets across 700+ direct custodian feeds and multiple asset classes
    • Supports alternative investment valuations, capital calls, and distributions
    • Combines performance analysis, investment policies, and custom reporting

    Where it doesn't

    • Pricing is custom and requires contacting sales
    • Its broad feature set may exceed the needs of simpler portfolio tracking
    • The published platform scope targets mid-market and enterprise organizations
  • Addepar8.8/10 · Pricing on request

    A cloud platform for aggregating and analyzing complex public and private portfolios.

    Visit AddeparFull verdict →
  • Masttro8.7/10 · Pricing on request

    Multi-asset portfolio oversight for wealth firms, with pricing tailored to each estate.

    Visit MasttroFull verdict →

More comparisons

All stock portfolio management comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update