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.
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-plan limits: Signup required. 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.
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-plan limits: Signup required. 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.
Best for: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.
TipRanks best matches the base workflow on financial data API, charting and technical analysis, and fundamental research.
TipRanks adds a free starting point that the base tool does not show. Free-plan limits: Signup required. Free/Basic MCP OAuth quota is 10 tool calls per month.
Watch for: Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
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
Mobile access
Watch out
Avoid as a full replacement if you rely on AI research workspace and advisor and client reporting.
Free-plan limits: Signup required. TickerTrends Core is $998 per year after a seven-day trial and carries a 30-day money-back guarantee. 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.
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
Other coverage
Mobile access
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. 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.
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
Other coverage
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. 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.
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
Mobile access
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. 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.
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
Other coverage
Watch out
Avoid as a full replacement if you rely on research reports, news and alerts, and advisor and client reporting.
Free-plan limits: Signup required. An August 25, 2026 founder update says OpenBB will release Workspace, ODP, Copilot, and Excel Add-in as open source; release timing and hosted-product transitions are pending. Community Edition is free for individuals.
Does not provide production market data: OpenBB says Workspace includes a limited FMP-powered sandbox, but organizations connect their own datasets for production workflows.
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
API access
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. 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.
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
Other coverage
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. 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.
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
Watch out
Avoid as a full replacement if you rely on investment research workspace and research reports.
Free-plan limits: Free consumer plan includes 3 Pro searches per day. Pro is listed locally at $20/month and Max at $200/month for consumer access. 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.
Bottom line: Macro-driven investors looking for global economic charts, cycle indicators, ETF tools, 13F/COT views, earnings summaries, and lightweight backtesting in a single visual workspace.
Keep
APIs & Data Feeds
Data Visualizations
AI Research
Gain
ETF Screeners
ETF Comparison
Which ETF includes this Stock?
Calendar
Lose
Sheets / Excel Add-ins
Screeners
Corporate Actions & Special Situations
Newsletters
Watch out
Avoid as a full replacement if you rely on investment research workspace and research reports.
Free-plan limits: Signup required. Monthly individual plans are $20 for PRO, $25 for Prime, and $30 for Max AI as of September 24, 2026. API Essential offers a 7-day trial and 5,000 calls or downloads monthly on its annual plan; its public price is unavailable.
Downloads and API are expensive: Data downloads and API access are separate enterprise products with undisclosed current public prices.
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
Other coverage
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. Free includes 2 years of annual financials, ratios, valuations, and prices, no quarterly financials, and 2 quarters of transcripts.
Free tier has rate and history limits: Free access is limited to 5 requests per minute, 2 years of annual financials, and 2 quarters of transcripts. It has no quarterly financials.
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
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. 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.
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
Mobile access
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. 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.
Bottom line: Investors and analysts who care about first-party earnings calls, transcripts, filings, slides, and AI answers with source traceability.
Keep
APIs & Data Feeds
Newsletters
AI Research
Gain
Financials
Transcripts
Analyst Forecasts
Calendar
Lose
Sheets / Excel Add-ins
Screeners
Data Visualizations
Corporate Actions & Special Situations
Watch out
Avoid as a full replacement if you rely on market monitoring, charting and technical analysis, and screening and idea generation.
Free-plan limits: Signup required. Mobile app is advertised as free for live earnings calls, transcripts, and AI chat. Quartr Pro and Quartr API are contact-sales products with scalable or enterprise pricing.
Pro and API are contact-sales products: The free mobile app is useful, but desktop Pro, API datasets, exports, MCP, and enterprise controls are commercial contract products without public prices.
Bottom line: Institutional investors that want explainable AI research over trusted financial datasets, filings, transcripts, portfolio insights, scenario analysis, and auditable outputs.
Keep
APIs & Data Feeds
Screeners
AI Research
Gain
Quant
Performance Attribution
Scenario & Stress Tests
Portfolio
Lose
Sheets / Excel Add-ins
Data Visualizations
Corporate Actions & Special Situations
Newsletters
Watch out
Avoid as a full replacement if you rely on market monitoring and financial data API.
Free-plan limits: Signup required. Interactive Brokers lists Reflexivity Basic as free and Reflexivity Plus at $99.99 per month. IBKR subscriptions begin with a two-week trial of the full platform, then move to Basic or the paid version.
Direct access is sales-led: Institutional access requires a sales conversation. Public pricing is available only for the IBKR Basic and Plus subscriptions.
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
Other coverage
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. 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.
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, Fiscal.ai, TipRanks, Börsdata, OpenBB, Stock Analysis, ORTEX, Portfolio123, Perplexity Finance, MacroMicro, Roic AI, EODHD, Koyfin, Special Situations Digest, Quartr, and Reflexivity 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.
Stock Analysis is the cheapest listed monthly upgrade. No comparable monthly price is listed for CB Insights.
Mobile app
9 of 20
9 have a mobile app, like CB Insights.
API access
16 of 20
16 expose an API or data feed, usually on a paid plan.
Hands-on tested
12 of 20
12 tested hands-on. 10 are analyst picks.
Coverage overlap
61%
Average share of CB Insights categories each alternative covers.
Frequently Asked Questions
What are the best alternatives to CB Insights?
GuruFocus, TickerTrends, and Fiscal.ai share the most workflows with CB Insights, in that order. Start with the one whose Keep list matches what you use daily.
Which alternatives keep a free tier?
GuruFocus, TickerTrends, Fiscal.ai, TipRanks, Börsdata, OpenBB, Stock Analysis, ORTEX, Portfolio123, Perplexity Finance, MacroMicro, Roic AI, EODHD, Koyfin, Special Situations Digest, Quartr, and Reflexivity start free, so you can test them before paying. Check each card for signup and usage limits on the free plan.
Which workflows do the top CB Insights alternatives cover?
Between them the top matches cover AI Research, APIs & Data Feeds, Corporate Actions & Special Situations, Data Visualizations, Newsletters, Screeners, and Sheets / Excel Add-ins. CB Insights workflows in those areas move over as they are. The Lose column on each card names what does not.
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.