Masttro vs Portfolio Performance

Masttro8.7Visit Portfolio Performance7.6Visit

Higher score Masttro #4 in Stock Portfolio Management 8.7/10 Pricing on request ✓ 1 of 4 features Visit Masttro

vs

Portfolio Performance #9 in Stock Portfolio Management 7.6/10 Free plan Free plan✓ 2 of 4 features Visit site

• Masttro fits best

  Wealth firms needing custodian and alternatives coverage

• Portfolio Performance fits best

  DIY investors wanting free desktop analytics

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Side by side

Feature	Masttro 8.7/10 Visit ↗	Portfolio Performance 7.6/10 Visit ↗
At a glance
Editor score	8.7	7.6
Ranking	#4 in Stock Portfolio Management	#9 in Stock Portfolio Management
Best for	Wealth firms needing custodian and alternatives coverage	DIY investors wanting free desktop analytics
Pricing model	Paid	Free
Starting price	Pricing on request	Free plan
Free plan	Not checked yet	✓ (best)
Free trial	—	—
Deployment	Cloud, Mobile	Desktop
Platforms	Web, iOS, Android	Windows, macOS, Linux
Support	Email, Phone	Community, Docs
Integrations	700+ integrations	5 integrations
Built for	Mid-market, Enterprise	Solo, Small business
Features Masttro 1/4 · Portfolio Performance 2/4
Broker account sync	Not checked yet	Not checked yet
Performance reporting	✓	✓
Tax lot tracking	Not checked yet	✓ (best)
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	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	Calculates True Time-Weighted Rate of Return and Internal Rate of Return Analyzes allocation and risk, with rebalancing against target allocations Tracks securities, cryptocurrencies, commodities, currencies, and cash accounts
Cons	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	Desktop-only; no web deployment is listed Setup involves importing prices or broker statements and recording transactions Support is through community resources and documentation
Our verdict	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 →	Investors who prefer to manage their own records can use Portfolio Performance to track investment transactions and analyze holdings in a desktop application. It is open source and runs on Windows, macOS, and Linux. The product supports… Read the review →

Strengths and trade-offs

• 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

• Portfolio Performance — where it wins

  • Calculates True Time-Weighted Rate of Return and Internal Rate of Return
  • Analyzes allocation and risk, with rebalancing against target allocations
  • Tracks securities, cryptocurrencies, commodities, currencies, and cash accounts

  Where it doesn't

  • Desktop-only; no web deployment is listed
  • Setup involves importing prices or broker statements and recording transactions
  • Support is through community resources and documentation

• Masttro8.7/10 · Pricing on request

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

  Visit MasttroFull verdict →
• Portfolio Performance7.6/10 · Free plan

  Free desktop portfolio analytics with multi-asset tracking, return calculations, and rebalancing.

  Visit siteFull verdict →