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CB Insights Alternatives & Competitors

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Replacement verdicts

CB Insights logo

Alternatives to CB Insights

Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which CB Insights competitor is worth testing first.

Looking for a CB Insights replacement? We've profiled 20 alternatives by workflow fit, pricing flexibility, caveats, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations, this list helps you choose what to test first.

Visit CB InsightsFree alternativesTool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

GuruFocus logo

GuruFocus

Closest replacement

Best for: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

  • GuruFocus best matches the base workflow on financial data API, charting and technical analysis, and fundamental research.
  • GuruFocus adds a free starting point that the base tool does not show. Free access caveat: signup required and A free account has limited access..

Watch for: Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

Start GuruFocus trial
DetailsCompare
TickerTrends logo

TickerTrends

Best workflow fit

Best for: Investors, analysts, and funds using alternative data such as search, web traffic, app usage, social, news, reviews, and transcripts to forecast company KPIs before earnings.

  • TickerTrends best matches the base workflow on investment research workspace, research reports, and market monitoring.
  • TickerTrends adds a free starting point that the base tool does not show. Free access caveat: signup required and TickerTrends Core is $998 per year after a seven-day trial and carries a 30-day money-back guarantee..

Watch for: Alternative data is noisy: Search, social, traffic, and app signals are proxies for business performance. Users need modeling discipline, validation, and company-specific KPI context.

Start TickerTrends trial
DetailsCompare
Börsdata logo

Börsdata

Strong runner-up

Best for: Nordic and European investors looking for a fundamentals-rich screener, reports, owner data, technical charts, and dividend research.

  • Börsdata best matches the base workflow on financial data API, charting and technical analysis, and fundamental research.
  • Börsdata adds a free starting point that the base tool does not show. Free access caveat: signup required and Free account has limited access..

Watch for: Best value is Nordic-first: Global coverage exists on higher tiers, but Börsdata is strongest for Nordic equities and Nordic ownership/insider workflows.

Compare Börsdata plans
DetailsCompare
Fiscal.ai logo

Fiscal.ai

Strong runner-up

Best for: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.

  • Fiscal.ai best matches the base workflow on AI research workspace, financial data API, and charting and technical analysis.
  • Fiscal.ai adds a free starting point that the base tool does not show. Free access caveat: signup required and Free terminal access has dashboard, history, event, and AI prompt limits..

Watch for: Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.

Try Fiscal.ai
DetailsCompare

Detailed Alternatives

I want to

Our ranked order by workflow overlap and quality.

1
GuruFocus logo
Closest replacement

GuruFocus

Analyst pickTested by us

Bottom line: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Keep

  • APIs & Data Feeds
  • Sheets / Excel Add-ins
  • Screeners
  • Data Visualizations
  • Corporate Actions & Special Situations
  • Newsletters

Gain

  • Stock Ideas
  • ETF Screeners
  • Top Analysts
  • Stock Comparison

Lose

  • Company intelligence covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships across more than 12 million companies and 1,600 markets.
  • Feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.
  • Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.
  • Salesforce integration to embed company and investor insights into CRM workflows.
  • Microsoft 365 Copilot Graph Connector to surface CB Insights data directly inside Copilot experiences.

Watch out

  • Avoid as a full replacement if you rely on investment research workspace, AI research workspace, and research reports.
  • Free-plan limits: Signup required, A free account has limited access, and Free members have limited portfolio capacity.
  • Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Price
CB InsightsContact for pricing
GuruFocusFree • From $549/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Start GuruFocus trialCompare
Full review and details
2
TickerTrends logo
Best workflow fit

TickerTrends

Bottom line: Investors, analysts, and funds using alternative data such as search, web traffic, app usage, social, news, reviews, and transcripts to forecast company KPIs before earnings.

Keep

  • APIs & Data Feeds
  • Screeners
  • Data Visualizations
  • Newsletters
  • AI Research

Gain

  • Stock Ideas
  • Stock Comparison
  • Quant
  • Backtesting

Lose

  • Sheets / Excel Add-ins
  • Corporate Actions & Special Situations
  • Company intelligence covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships across more than 12 million companies and 1,600 markets.
  • Feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.
  • Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.

Watch out

  • Avoid as a full replacement if you rely on AI research workspace.
  • Free-plan limits: Signup required, TickerTrends Core is $998 per year after a seven-day trial and carries a 30-day money-back guarantee, and KPI Tracking Suite is custom priced with a trial available by request.
  • Alternative data is noisy: Search, social, traffic, and app signals are proxies for business performance. Users need modeling discipline, validation, and company-specific KPI context.
Price
CB InsightsContact for pricing
TickerTrendsFree • From $998/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Start TickerTrends trialCompare
Full review and details
3
Börsdata logo
Partial replacement

Börsdata

Bottom line: Nordic and European investors looking for a fundamentals-rich screener, reports, owner data, technical charts, and dividend research.

Keep

  • APIs & Data Feeds
  • Sheets / Excel Add-ins
  • Screeners
  • Data Visualizations
  • Corporate Actions & Special Situations

Gain

  • Stock Ideas
  • Index Rebalancing
  • Watchlist
  • Institutional Ownership

Lose

  • Newsletters
  • AI Research
  • Company intelligence covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships across more than 12 million companies and 1,600 markets.
  • Feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.
  • Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.

Watch out

  • Avoid as a full replacement if you rely on investment research workspace, AI research workspace, and research reports.
  • Free-plan limits: Signup required, Free account has limited access, and Full data requires Premium, Pro, Pro+, or Enterprise.
  • Best value is Nordic-first: Global coverage exists on higher tiers, but Börsdata is strongest for Nordic equities and Nordic ownership/insider workflows.
Price
CB InsightsContact for pricing
BörsdataFree • Contact for pricing
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Börsdata plansCompare
Full review and details
4
Fiscal.ai logo
Fiscal.aiPartial replacement
4
Fiscal.ai logo
Partial replacement

Fiscal.ai

Analyst pickTested by us

Bottom line: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.

Keep

  • APIs & Data Feeds
  • Screeners
  • Data Visualizations
  • Newsletters
  • AI Research

Gain

  • Stock Ideas
  • Stock Comparison
  • Portfolio
  • Watchlist

Lose

  • Sheets / Excel Add-ins
  • Corporate Actions & Special Situations
  • Company intelligence covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships across more than 12 million companies and 1,600 markets.
  • Feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.
  • Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.

Watch out

  • Avoid as a full replacement if you rely on investment research workspace, research reports, and market monitoring.
  • Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits, and Free API access covers 100 companies, 50 requests per minute, and 250 requests per day.
  • Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.
Price
CB InsightsContact for pricing
Fiscal.aiFree • From $39/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Fiscal.aiCompare
Full review and details
5
AlphaSense logo
AlphaSensePartial replacement
5
AlphaSense logo
Partial replacement

AlphaSense

Bottom line: Institutional research teams that need AI search across broker research, expert transcripts, filings, news, and internal documents.

Keep

  • APIs & Data Feeds
  • Sheets / Excel Add-ins
  • Screeners
  • Data Visualizations
  • AI Research

Gain

  • News
  • Alerts
  • Financials
  • Transcripts

Lose

  • Corporate Actions & Special Situations
  • Newsletters
  • Company intelligence covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships across more than 12 million companies and 1,600 markets.
  • Feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.
  • Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.

Watch out

  • Avoid as a full replacement if you rely on market monitoring.
  • Free-plan limits: Signup required, Trial-only access, and Pricing requires contacting sales.
  • Sales-led enterprise pricing: AlphaSense does not publish seat prices. Annual subscriptions require a sales conversation.
Price
CB InsightsContact for pricing
AlphaSenseContact for pricing
Free tier
Free trial only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Request AlphaSense pricingCompare
Full review and details
6
OpenBB logo
OpenBBPartial replacement
6
OpenBB logo
Partial replacement

OpenBB

Bottom line: Analysts and teams looking for a customizable financial workspace that connects their own data, vendors, dashboards, and AI agents.

Keep

  • APIs & Data Feeds
  • Sheets / Excel Add-ins
  • Screeners
  • Data Visualizations
  • AI Research

Gain

  • Custom Dashboards
  • AI Chat
  • Financials
  • Research Templates

Lose

  • Corporate Actions & Special Situations
  • Newsletters
  • Company intelligence covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships across more than 12 million companies and 1,600 markets.
  • Feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.
  • Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.

Watch out

  • Avoid as a full replacement if you rely on research reports and news and alerts.
  • Free-plan limits: Signup required, Community Edition is free for individuals, and OpenBB Copilot is limited to 20 queries per day on Community.
  • Does not provide production market data: OpenBB says Workspace includes a limited FMP-powered sandbox, but organizations connect their own datasets for production workflows.
Price
CB InsightsContact for pricing
OpenBBFree • From $500/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-29 via pricing.

Start OpenBB freeCompare
Full review and details
7
TipRanks logo
TipRanksPartial replacement
7
TipRanks logo
Partial replacement

TipRanks

Analyst pickTested by us

Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Keep

  • APIs & Data Feeds
  • Screeners
  • Data Visualizations
  • Corporate Actions & Special Situations
  • AI Research

Gain

  • Stock Ideas
  • Top Analysts
  • ETF Screeners
  • US Government Trades

Lose

  • Sheets / Excel Add-ins
  • Newsletters
  • Company intelligence covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships across more than 12 million companies and 1,600 markets.
  • Feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.
  • Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.

Watch out

  • Avoid as a full replacement if you rely on investment research workspace, AI research workspace, and research reports.
  • Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month, and Free API-key tier is limited to 10 requests per minute and 50 requests per month.
  • Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Price
CB InsightsContact for pricing
TipRanksFree • From $29.95/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View TipRanks plansCompare
Full review and details
8
Stock Analysis logo
Stock AnalysisPartial replacement
8
Stock Analysis logo
Partial replacement

Stock Analysis

Analyst pickTested by us

Bottom line: Regular investors looking for fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

Keep

  • Screeners
  • Data Visualizations
  • Corporate Actions & Special Situations
  • Newsletters
  • AI Research

Gain

  • Stock Ideas
  • ETF Screeners
  • Top Analysts
  • Stock Comparison

Lose

  • APIs & Data Feeds
  • Sheets / Excel Add-ins
  • Company intelligence covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships across more than 12 million companies and 1,600 markets.
  • Feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.
  • Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.

Watch out

  • Avoid as a full replacement if you rely on investment research workspace, AI research workspace, and research reports.
  • Free-plan limits: Free access is ad-supported, Free exports and financial history are limited compared with Pro and Unlimited, and Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans.
  • No public API: Stock Analysis does not currently offer API access.
Price
CB InsightsContact for pricing
Stock AnalysisFree • From $79/yr
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Stock Analysis ProCompare
Full review and details
9
ORTEX logo
ORTEXPartial replacement
9
ORTEX logo
Partial replacement

ORTEX

Tested by us

Bottom line: Active traders and analysts tracking short interest, securities lending, options flow, insider trades, stock scores, and trading signals.

Keep

  • APIs & Data Feeds
  • Screeners
  • Data Visualizations
  • AI Research

Gain

  • Short Interest
  • Insider Data
  • Quant
  • Index Rebalancing

Lose

  • Sheets / Excel Add-ins
  • Corporate Actions & Special Situations
  • Newsletters
  • Company intelligence covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships across more than 12 million companies and 1,600 markets.
  • Feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.

Watch out

  • Avoid as a full replacement if you rely on investment research workspace, AI research workspace, and research reports.
  • Free-plan limits: Signup required, Free account has limited access, and The free account needs no credit card.
  • Best data is paid: Free accounts have limited access. Basic, Advanced, and API tiers unlock deeper datasets and workflow capacity.
Price
CB InsightsContact for pricing
ORTEXFree • From $39/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View ORTEX pricingCompare
Full review and details
10
Roic AI logo
Roic AIPartial replacement
10
Roic AI logo
Partial replacement

Roic AI

Analyst pickTested by us

Bottom line: Developers and investors comparing free, $29, and $89 plans for fundamentals, transcripts, news, prices, spreadsheets, and API access.

Keep

  • APIs & Data Feeds
  • Sheets / Excel Add-ins
  • Screeners
  • AI Research

Gain

  • Financials
  • Transcripts
  • News
  • Splits

Lose

  • Data Visualizations
  • Corporate Actions & Special Situations
  • Newsletters
  • Company intelligence covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships across more than 12 million companies and 1,600 markets.
  • Feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.

Watch out

  • Avoid as a full replacement if you rely on investment research workspace, research reports, and market monitoring.
  • Free-plan limits: Signup required, Free plan includes worldwide coverage but only 5 requests per minute, and Free includes 2 years of annuals, ratios, valuations, and prices, plus 8 quarters of financials and transcripts.
  • Free tier has rate and history limits: Free access is limited to 5 requests/minute, shorter history, and shorter transcript depth.
Price
CB InsightsContact for pricing
Roic AIFree • From $29/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View Roic AI pricingCompare
Full review and details
11
Portfolio123 logo
Portfolio123Partial replacement
11
Portfolio123 logo
Partial replacement

Portfolio123

Analyst pickTested by us

Bottom line: Rules-based investors looking for point-in-time stock and ETF simulations.

Keep

  • APIs & Data Feeds
  • Screeners
  • Data Visualizations
  • AI Research

Gain

  • Quant
  • Stock Ideas
  • Scores
  • Valuation Models

Lose

  • Sheets / Excel Add-ins
  • Corporate Actions & Special Situations
  • Newsletters
  • Company intelligence covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships across more than 12 million companies and 1,600 markets.
  • Feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.

Watch out

  • Avoid as a full replacement if you rely on investment research workspace, AI research workspace, and research reports.
  • Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access, and General registration offers 30 days of screener and backtesting access without a payment card.
  • Advanced research is paid: Free Manage covers portfolio tracking. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.
Price
CB InsightsContact for pricing
Portfolio123Free • From $25/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Portfolio123Compare
Full review and details
12
Perplexity Finance logo
Perplexity FinancePartial replacement
12
Perplexity Finance logo
Partial replacement

Perplexity Finance

Analyst pickTested by us

Bottom line: Users looking for cited AI answers over finance pages, filings, news, charts, watchlists, screeners, ownership data, and earnings documents.

Keep

  • APIs & Data Feeds
  • Screeners
  • Data Visualizations

Gain

  • Watchlist
  • News
  • Calendar
  • Analyst Forecasts

Lose

  • Sheets / Excel Add-ins
  • Corporate Actions & Special Situations
  • Newsletters
  • AI Research
  • Company intelligence covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships across more than 12 million companies and 1,600 markets.

Watch out

  • Avoid as a full replacement if you rely on investment research workspace and research reports.
  • Free-plan limits: Free consumer plan includes limited Pro searches, Pro is listed locally at $20/month and Max at $200/month for consumer access, and Agent API finance_search is billed at $0.005 per invocation, or $5 per 1,000 invocations, with model tokens billed separately.
  • AI answer quality still needs review: Perplexity cites sources, but investment conclusions, calculations, and data joins should be verified before use.
Price
CB InsightsContact for pricing
Perplexity FinanceFree • From $20/mo
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via support.

Open Perplexity FinanceCompare
Full review and details
13
Investing.com logo
Investing.comPartial replacement
13
Investing.com logo
Partial replacement

Investing.com

Analyst pickTested by us

Bottom line: Users looking for one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.

Keep

  • Screeners
  • Data Visualizations
  • AI Research

Gain

  • Stock Ideas
  • Stock Comparison
  • Options
  • Correlation

Lose

  • APIs & Data Feeds
  • Sheets / Excel Add-ins
  • Corporate Actions & Special Situations
  • Newsletters
  • Company intelligence covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships across more than 12 million companies and 1,600 markets.

Watch out

  • Avoid as a full replacement if you rely on investment research workspace, research reports, and financial data API.
  • Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer, Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month, and ProPicks, premium reports, and deeper datasets are plan-gated.
  • Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.
Price
CB InsightsContact for pricing
Investing.comFree • From $13.99/mo
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-05 via pricing.

View InvestingProCompare
Full review and details
14
BankAnalysis logo
BankAnalysisPartial replacement
14
BankAnalysis logo
Partial replacement

BankAnalysis

Bottom line: Investors and analysts researching U.S. banks where deposits, net interest margin, credit quality, branches, and regulatory-style bank metrics matter more than generic equity ratios.

Keep

  • APIs & Data Feeds
  • Screeners
  • Data Visualizations
  • AI Research

Gain

  • Stock Ideas
  • Stock Comparison
  • Financials
  • Transcripts

Lose

  • Sheets / Excel Add-ins
  • Corporate Actions & Special Situations
  • Newsletters
  • Company intelligence covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships across more than 12 million companies and 1,600 markets.
  • Feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.

Watch out

  • Avoid as a full replacement if you rely on investment research workspace, research reports, and market monitoring.
  • Free-plan limits: Signup required, The public site offers waitlisted early access, and Homepage lists web app, ChatGPT app, and MCP connector access.
  • Waitlisted early access: The public site asks prospective users to request access rather than offering immediate self-serve enrollment.
Price
CB InsightsContact for pricing
BankAnalysisContact for pricing
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via homepage.

Join BankAnalysis early accessCompare
Full review and details
15
SentiSense logo
SentiSensePartial replacement
15
SentiSense logo
Partial replacement

SentiSense

Bottom line: Active investors and developers looking for market data, news clustering, social sentiment, institutional flow, insider trades, and AI analysis in one beta workspace.

Keep

  • APIs & Data Feeds
  • Screeners
  • Data Visualizations
  • AI Research

Gain

  • Stock Ideas
  • Quant
  • Watchlist
  • News

Lose

  • Sheets / Excel Add-ins
  • Corporate Actions & Special Situations
  • Newsletters
  • Company intelligence covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships across more than 12 million companies and 1,600 markets.
  • Feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.

Watch out

  • Avoid as a full replacement if you rely on investment research workspace, research reports, and backtesting and quant research.
  • Free-plan limits: Signup required, Free plan includes 1,000 API requests/month and limited market-intelligence access, and PRO is listed at $15/month or $144/year with unlimited monthly API and MCP calls at up to 300 requests per minute.
  • Beta product with plan limits: Free and PRO quotas are now published, but the product remains young and users should verify endpoint-level access before depending on it in production.
Price
CB InsightsContact for pricing
SentiSenseFree • From $15/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Start SentiSense freeCompare
Full review and details
16
Financial Modeling Prep (FMP) logo
Financial Modeling Prep (FMP)Partial replacement
16
Financial Modeling Prep (FMP) logo
Partial replacement

Financial Modeling Prep (FMP)

Tested by us

Bottom line: Developers and analysts needing REST/WebSocket market data, fundamentals, calendars, transcripts, ownership, ESG, and macro datasets.

Keep

  • APIs & Data Feeds
  • Sheets / Excel Add-ins
  • Screeners

Gain

  • News
  • Calendar
  • Dividends
  • Splits

Lose

  • Data Visualizations
  • Corporate Actions & Special Situations
  • Newsletters
  • AI Research
  • Company intelligence covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships across more than 12 million companies and 1,600 markets.

Watch out

  • Avoid as a full replacement if you rely on investment research workspace, AI research workspace, and research reports.
  • Free-plan limits: Signup required, Basic plan is limited to 250 API calls per day, and Free tier has end-of-day timeframe, around 5 years of history, and limited bandwidth.
  • Free sandbox is limited: The Basic plan is capped at 250 API calls per day, end-of-day timeframe, and around 5 years of history.
Price
CB InsightsContact for pricing
Financial Modeling Prep (FMP)Free • From $264/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View FMP pricingCompare
Full review and details
17
Koyfin logo
KoyfinPartial replacement
17
Koyfin logo
Partial replacement

Koyfin

Analyst pickTested by us

Bottom line: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.

Keep

  • Screeners
  • Data Visualizations
  • AI Research

Gain

  • ETF Screeners
  • Custom Dashboards
  • Correlation
  • Portfolio

Lose

  • APIs & Data Feeds
  • Sheets / Excel Add-ins
  • Corporate Actions & Special Situations
  • Newsletters
  • Company intelligence covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships across more than 12 million companies and 1,600 markets.

Watch out

  • Avoid as a full replacement if you rely on AI research workspace, research reports, and financial data API.
  • Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history, and New accounts receive a seven-day trial and then downgrade to Free without a charge.
  • No public API: Koyfin does not provide user-facing data access through an API.
Price
CB InsightsContact for pricing
KoyfinFree • From $468/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View Koyfin pricingCompare
Full review and details
18
YCharts logo
YChartsPartial replacement
18
YCharts logo
Partial replacement

YCharts

Tested by us

Bottom line: Financial advisors and asset managers who need portfolio analytics, proposals, reports, and client-ready visuals.

Keep

  • Sheets / Excel Add-ins
  • Screeners
  • Data Visualizations
  • AI Research

Gain

  • Stock Comparison
  • ETF Comparison
  • Portfolio
  • Watchlist

Lose

  • APIs & Data Feeds
  • Corporate Actions & Special Situations
  • Newsletters
  • Company intelligence covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships across more than 12 million companies and 1,600 markets.
  • Feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.

Watch out

  • Avoid as a full replacement if you rely on investment research workspace, AI research workspace, and financial data API.
  • Free-plan limits: Signup required, Trial-only access, and Current public plans page is quote-led rather than self-serve.
  • Pricing is sales-led: The current plans page directs buyers to call or schedule a pricing conversation.
Price
CB InsightsContact for pricing
YChartsFrom $3000/yr
Free tier
Free trial only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Schedule YCharts conversationCompare
Full review and details
19
Special Situations Digest logo
Special Situations DigestPartial replacement
19
Special Situations Digest logo
Partial replacement

Special Situations Digest

Bottom line: Portfolio managers, analysts, family offices, and independent investors seeking special situations across more than 25 markets.

Keep

  • Screeners
  • Data Visualizations
  • Corporate Actions & Special Situations
  • Newsletters

Gain

  • Stock Ideas
  • News
  • Alerts
  • Calendar

Lose

  • APIs & Data Feeds
  • Sheets / Excel Add-ins
  • AI Research
  • Company intelligence covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships across more than 12 million companies and 1,600 markets.
  • Feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.

Watch out

  • Avoid as a full replacement if you rely on investment research workspace, AI research workspace, and financial data API.
  • Free-plan limits: Signup required, Free readers get the first 10 situations in each issue and access to the free archive, and Pro costs $39 per month or $300 per year.
  • Triage, not diligence: The product is for idea generation and triage. Users still need to verify filings, valuation, legal terms, liquidity, timing, and downside risk.
Price
CB InsightsContact for pricing
Special Situations DigestFree • From $300/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare digest plansCompare
Full review and details
20
Trendlyne logo
TrendlynePartial replacement
20
Trendlyne logo
Partial replacement

Trendlyne

Tested by us

Bottom line: Indian investors looking for one product for screeners, DVM scores, analyst forecasts, alerts, portfolios, broker sync, and options tools.

Keep

  • Sheets / Excel Add-ins
  • Screeners
  • Data Visualizations
  • Corporate Actions & Special Situations

Gain

  • Analyst Forecasts
  • Analyst Ratings & Price Targets
  • Options
  • Portfolio

Lose

  • APIs & Data Feeds
  • Newsletters
  • AI Research
  • Company intelligence covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships across more than 12 million companies and 1,600 markets.
  • Feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.

Watch out

  • Avoid as a full replacement if you rely on investment research workspace, AI research workspace, and research reports.
  • Free-plan limits: Signup required, Free plan exists; paid monthly plans shown include GuruQ at INR 310/month, Pro Global at INR 1500/month, and Pro Plus Global at INR 2000/month, and Annual prices shown include GuruQ at INR 2,190, StratQ at INR 5,900, Pro Global at INR 7,500, and Pro Plus Global at INR 10,000.
  • Plan matrix is complex: India-only, global, SmartOptions, Excel Connect, alert frequency, backtest limits, and download limits vary materially by tier.
Price
CB InsightsContact for pricing
TrendlyneFree • Paid plans available
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Trendlyne plansCompare
Full review and details

What This Shortlist Tells You

GuruFocus is the closest drop-in replacement with overlapping coverage in APIs & Data Feeds, Sheets / Excel Add-ins, and Screeners while adding Stock Ideas and ETF Screeners coverage, Historical financial and valuation data covers stocks in multiple regions, with screens, charts, comparisons, disclosed investor holdings, insider trades, and economic indicators. and Large global coverage footprint: current membership pages advertise 1M+ investors, 100,000 stocks across 100 markets, 30 years of financial data, thousands of institutional-investor trading histories, and 15,000+ mutual-fund holdings; the Data API separately documents 60,000+ companies across 9 regions. features, and a free tier (workflow overlap ~100%).

Budget-conscious? Try GuruFocus, TickerTrends, Börsdata, Fiscal.ai, OpenBB, TipRanks, Stock Analysis, ORTEX, Roic AI, Portfolio123, Perplexity Finance, Investing.com, SentiSense, Financial Modeling Prep (FMP), Koyfin, Special Situations Digest, and Trendlyne to get started without a paid plan.

Round out your stack with new coverage areas like Stock Ideas, ETF Screeners, Top Analysts, and Stock Comparison.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Screeners×20Data Visualizations×18AI Research×15APIs & Data Feeds×14Sheets / Excel Add-ins×8Corporate Actions & Special Situations×6Newsletters×5

New angles introduced

Categories the alternatives add beyond CB Insights.

Financials+17News+15Calendar+13Watchlist+13Alerts+12AI Chat+11Stock Ideas+11Transcripts+11

Access & Pricing

Free options

17/20

17 picks introduce a free tier you can start with.

Mobile ready

10/20

10 matches support mobile alongside CB Insights.

API availability

14/20

14 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

9 starred / 13 tested

9 tools are flagged as analyst picks; 13 have been hands-on tested.

Avg. coverage overlap

61%

Average percentage of categories shared with the base tool.

Frequently Asked Questions

What are the best alternatives to CB Insights?

CB Insights users most often consider GuruFocus, TickerTrends, and Börsdata as their go-to alternatives.

Which alternatives keep a free tier?

GuruFocus, TickerTrends, Börsdata, Fiscal.ai, OpenBB, TipRanks, Stock Analysis, ORTEX, Roic AI, Portfolio123, Perplexity Finance, Investing.com, SentiSense, Financial Modeling Prep (FMP), Koyfin, Special Situations Digest, and Trendlyne offer a free plan or trial option, making them easy to test before committing to a paid subscription.

Which workflows do the top CB Insights alternatives cover?

Expect deep coverage across AI Research, APIs & Data Feeds, Corporate Actions & Special Situations, Data Visualizations, Newsletters, Screeners, and Sheets / Excel Add-ins, so you can port most CB Insights workflows without much friction.

Keep Exploring

Wide Moat StocksBrowse the current moat score ranking and company-level moat notes.
Short InterestDaily tracker for heavily shorted stocks and short squeeze candidates.
Stock RankingsBacktested ranking systems for quality, value, momentum, and more.
Investing BooksBooks behind value investing, quality investing, moats, and market behavior.
Live AnalyticsSee what users are clicking, searching, and voting for across the site.
Research ToolsFind screeners, data platforms, portfolio trackers, and research tools.

Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

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.