Masttro vs Sharesight

Masttro8.7Visit Sharesight7.7Visit

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

vs

Sharesight #8 in Stock Portfolio Management 7.7/10 Free plan · 14-day trial Free planFree trial✓ 2 of 4 features Visit Sharesight

• Masttro fits best

  Wealth firms needing custodian and alternatives coverage

• Sharesight fits best

  Investors needing affordable performance and tax reports

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Side by side

Feature	Masttro 8.7/10 Visit ↗	Sharesight 7.7/10 Visit ↗
At a glance
Editor score	8.7	7.7
Ranking	#4 in Stock Portfolio Management	#8 in Stock Portfolio Management
Best for	Wealth firms needing custodian and alternatives coverage	Investors needing affordable performance and tax reports
Pricing model	Paid	Free plan + paid
Starting price	Pricing on request	$7/mo
Free plan	Not checked yet	✓ (best)
Free trial	—	14 days
Deployment	Cloud, Mobile	Cloud, Mobile
Platforms	Web, iOS, Android	Web, iOS, Android
Support	Email, Phone	Email, Live chat, Community, Docs
Compliance	ISO 27001, GDPR, 2FA	SOC 2, GDPR, 2FA
Integrations	700+ integrations	200+ integrations
Built for	Mid-market, Enterprise	Solo, Small business, Mid-market, Enterprise
Features Masttro 1/4 · Sharesight 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	Combines performance, allocation, risk, benchmarking and tax reporting. Tracks stocks, ETFs, funds, dividends, precious metals and unlisted investments. Supports broker connections, spreadsheet uploads and manual trade entry.
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	The Free plan is limited to one portfolio and 10 holdings. Starter allows 30 holdings; unlimited holdings begin with Standard. Mobile access is read-only, with watchlists rather than full portfolio management.
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 →	Sharesight brings investment tracking and reporting together for individual investors, accountants, financial advisors and family offices. It covers stocks, ETFs, funds, dividends, precious metals, cash and unlisted investments, with… 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

• Sharesight — where it wins

  • Combines performance, allocation, risk, benchmarking and tax reporting.
  • Tracks stocks, ETFs, funds, dividends, precious metals and unlisted investments.
  • Supports broker connections, spreadsheet uploads and manual trade entry.

  Where it doesn't

  • The Free plan is limited to one portfolio and 10 holdings.
  • Starter allows 30 holdings; unlimited holdings begin with Standard.
  • Mobile access is read-only, with watchlists rather than full portfolio management.

• Masttro8.7/10 · Pricing on request

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

  Visit MasttroFull verdict →
• Sharesight7.7/10 · Free plan · 14-day trial

  A multi-asset tracker that pairs portfolio performance insights with tax and capital-gains reporting.

  Visit SharesightFull verdict →