Trendlyne is the closest drop-in replacement with overlapping coverage in Sheets / Excel Add-ins, Screeners, and Data Visualizations while adding Analyst Forecasts and Analyst Price Targets coverage, Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers). and Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests). features, and a free tier (category overlap ~57%).
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Programmatic picks
Alternatives to CB Insights
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test CB Insights against peers before committing to a long-term plan.
Quick takeaways
Budget-conscious? Try Trendlyne, OpenBB, Stock Unlock, FRED (Federal Reserve Economic Data), Fiscal.ai, ORTEX, Benzinga, FINVIZ, Portfolio123, Roic AI, MarketWatch, Screener.in, Smartkarma, Business Quant, ETF Action, Similarweb, and Earnings Whispers to get started without a paid plan.
Round out your stack with new coverage areas like Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, and Options & Derivatives.
Similarity score 911
Category overlap: 57%Shared coverage
Sheets / Excel Add-ins
Screeners
Data Visualizations
Acquisitions
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Trendlyne keeps a free tier, so you can replicate CB Insights workflows without upgrading.
- Expands into Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage beyond what CB Insights offers.
- Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
- Pair it with CB Insights if you still need Data APIs, Newsletters, and AI.
Adds coverage: Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, and Options & Derivatives
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Similarity score 897
Category overlap: 57%Shared coverage
Data APIs
Sheets / Excel Add-ins
Data Visualizations
AI
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- OpenBB keeps a free tier, so you can replicate CB Insights workflows without upgrading.
- Expands into APIs & SDKs, Custom Dashboards, and News coverage beyond what CB Insights offers.
- Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
- Pair it with CB Insights if you still need Screeners, Acquisitions, and Newsletters.
Adds coverage: APIs & SDKs, Custom Dashboards, News, and IPO
Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
Similarity score 877
Category overlap: 57%Shared coverage
Screeners
Data Visualizations
Newsletters
AI
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Stock Unlock keeps a free tier, so you can replicate CB Insights workflows without upgrading.
- Expands into Stock Comparison, ETF Overview, and ETF Holdings coverage beyond what CB Insights offers.
- Standout features include Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..
- Pair it with CB Insights if you still need Data APIs, Sheets / Excel Add-ins, and Acquisitions.
Adds coverage: Stock Comparison, ETF Overview, ETF Holdings, and Portfolio
Standout features: Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., Custom watchlists with event notifications and alerts., and Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.
Similarity score 875
Category overlap: 57%Shared coverage
Data APIs
Sheets / Excel Add-ins
Screeners
Data Visualizations
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Expands into Stock Comparison, ETF Comparison, and Portfolio coverage beyond what CB Insights offers.
- Standout features include Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
- Pair it with CB Insights if you still need Acquisitions, Newsletters, and AI.
Adds coverage: Stock Comparison, ETF Comparison, Portfolio, and Watchlist
Standout features: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators., and Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Similarity score 827
Category overlap: 43%Shared coverage
Data APIs
Sheets / Excel Add-ins
Data Visualizations
Assets: Stocks and Other
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- FRED (Federal Reserve Economic Data) keeps a free tier, so you can replicate CB Insights workflows without upgrading.
- Expands into Calendar, Inflation Rates, and Unemployment Rates coverage beyond what CB Insights offers.
- Standout features include Access to over 840,000 time series from more than 100 official and third-party sources, all browsable and downloadable online., Official REST API covering both FRED and ALFRED, with endpoints for categories, releases, series, and sources., and Flexible output formats including JSON, XML, Excel, and CSV for easy integration..
- Pair it with CB Insights if you still need Screeners, Acquisitions, and Newsletters.
Adds coverage: Calendar, Inflation Rates, Unemployment Rates, and GDP
Standout features: Access to over 840,000 time series from more than 100 official and third-party sources, all browsable and downloadable online., Official REST API covering both FRED and ALFRED, with endpoints for categories, releases, series, and sources., Flexible output formats including JSON, XML, Excel, and CSV for easy integration., and ALFRED (the archival database) provides point-in-time vintages, letting you track historical revisions exactly as they were published.
Similarity score 807
Category overlap: 43%Shared coverage
Data APIs
Screeners
Data Visualizations
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate CB Insights workflows without upgrading.
- Expands into Stock Comparison, Portfolio, and Watchlist coverage beyond what CB Insights offers.
- Standout features include Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..
- Pair it with CB Insights if you still need Sheets / Excel Add-ins, Acquisitions, and Newsletters.
Adds coverage: Stock Comparison, Portfolio, Watchlist, and Alerts
Standout features: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., and Analyst data including forward estimates, revisions, price targets, and ratings.
Similarity score 793
Category overlap: 43%Shared coverage
Data APIs
Screeners
Data Visualizations
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- ORTEX keeps a free tier, so you can replicate CB Insights workflows without upgrading.
- Expands into Short Interest, Insider Data, and Quant coverage beyond what CB Insights offers.
- Standout features include Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers., Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates., and Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms..
- Pair it with CB Insights if you still need Sheets / Excel Add-ins, Acquisitions, and Newsletters.
Adds coverage: Short Interest, Insider Data, Quant, and Index Rebalancing
Standout features: Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers., Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates., Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms., and Alpha trading signals across themes like Short Squeeze, EPS, RSI, MACD, and Company Events, each with back-tested stats and intraday updates.
Similarity score 785
Category overlap: 43%Shared coverage
Data APIs
Screeners
Newsletters
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Benzinga keeps a free tier, so you can replicate CB Insights workflows without upgrading.
- Expands into News, Alerts, and Watchlist coverage beyond what CB Insights offers.
- Standout features include Benzinga Pro subscription tiers: Free, Basic ($37/mo), Streamlined ($147/mo), and Essential ($197/mo), with features unlocked progressively., Real-time newsfeed with advanced filters and sentiment indicators., and Customizable alerts via desktop, sound, and email; watchlist-driven alerts available on paid plans..
- Pair it with CB Insights if you still need Sheets / Excel Add-ins, Data Visualizations, and Acquisitions.
Adds coverage: News, Alerts, Watchlist, and Calendar
Standout features: Benzinga Pro subscription tiers: Free, Basic ($37/mo), Streamlined ($147/mo), and Essential ($197/mo), with features unlocked progressively., Real-time newsfeed with advanced filters and sentiment indicators., Customizable alerts via desktop, sound, and email; watchlist-driven alerts available on paid plans., and Equity Audio Squawk channel included in higher tiers, with optional High Beta Squawk add-on for $99/month.
Similarity score 773
Category overlap: 43%Shared coverage
Data APIs
Screeners
Data Visualizations
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- FINVIZ keeps a free tier, so you can replicate CB Insights workflows without upgrading.
- Expands into Portfolio, Watchlist, and Backtesting coverage beyond what CB Insights offers.
- Standout features include Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..
- Pair it with CB Insights if you still need Sheets / Excel Add-ins, Acquisitions, and Newsletters.
Adds coverage: Portfolio, Watchlist, Backtesting, and News
Standout features: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., Visualization tools include Heat Maps and Groups, with real-time updates for Elite users., and Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
Similarity score 773
Category overlap: 43%Shared coverage
Data APIs
Screeners
Data Visualizations
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Portfolio123 keeps a free tier, so you can replicate CB Insights workflows without upgrading.
- Expands into Quant, Backtesting, and Portfolio coverage beyond what CB Insights offers.
- Standout features include Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..
- Pair it with CB Insights if you still need Sheets / Excel Add-ins, Acquisitions, and Newsletters.
Adds coverage: Quant, Backtesting, Portfolio, and Correlation
Standout features: Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging., and ‘Books’ feature to combine multiple strategies and view correlations between them.
Similarity score 773
Category overlap: 43%Shared coverage
Data APIs
Sheets / Excel Add-ins
Screeners
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Roic AI keeps a free tier, so you can replicate CB Insights workflows without upgrading.
- Expands into Financials, Transcripts, and News coverage beyond what CB Insights offers.
- Standout features include Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts., Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights., and Earnings call transcripts are provided for US companies, available via the site and through API endpoints..
- Pair it with CB Insights if you still need Data Visualizations, Acquisitions, and Newsletters.
Adds coverage: Financials, Transcripts, News, and Splits
Standout features: Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts., Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights., Earnings call transcripts are provided for US companies, available via the site and through API endpoints., and Powerful stock screener with filters for exchange, industry, revenue, market cap, operating margin, and more. Saved searches and export features included.
Similarity score 765
Category overlap: 43%Shared coverage
Screeners
Data Visualizations
Newsletters
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- MarketWatch keeps a free tier, so you can replicate CB Insights workflows without upgrading.
- Expands into News, Alerts, and Calendar coverage beyond what CB Insights offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with CB Insights if you still need Data APIs, Sheets / Excel Add-ins, and Acquisitions.
Adds coverage: News, Alerts, Calendar, and Watchlist
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Similarity score 765
Category overlap: 43%Shared coverage
Screeners
Data Visualizations
AI
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Screener.in keeps a free tier, so you can replicate CB Insights workflows without upgrading.
- Expands into Watchlist, Alerts, and Financials coverage beyond what CB Insights offers.
- Standout features include Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals., Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI., and Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates..
- Pair it with CB Insights if you still need Data APIs, Sheets / Excel Add-ins, and Acquisitions.
Adds coverage: Watchlist, Alerts, Financials, and Institutional Data
Standout features: Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals., Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI., Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates., and Stock price alerts available for levels, moving averages, or PE ratios, emailed daily around mid-afternoon IST.
Similarity score 757
Category overlap: 43%Shared coverage
Screeners
Newsletters
AI
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Smartkarma keeps a free tier, so you can replicate CB Insights workflows without upgrading.
- Expands into Stock Ideas, Watchlist, and News coverage beyond what CB Insights offers.
- Standout features include AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., and Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics..
- Pair it with CB Insights if you still need Data APIs, Sheets / Excel Add-ins, and Data Visualizations.
Adds coverage: Stock Ideas, Watchlist, News, and Alerts
Standout features: AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics., and Personalised watchlists and real-time notifications, with opt-in email alerts when relevant insights are published.
Similarity score 751
Category overlap: 43%Shared coverage
Data APIs
Screeners
Data Visualizations
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Business Quant keeps a free tier, so you can replicate CB Insights workflows without upgrading.
- Expands into Stock Comparison, Financials, and Scores coverage beyond what CB Insights offers.
- Standout features include Stock screener with over 700 financial metrics and flexible filtering across 8,000+ U.S. stocks., Extensive KPI and operating metrics library with 100,000+ datasets covering more than 1,800 companies., and Integrated SEC filings (15+ years), institutional ownership via 13F reports, and insider trading disclosures (Form 4)..
- Pair it with CB Insights if you still need Sheets / Excel Add-ins, Acquisitions, and Newsletters.
Adds coverage: Stock Comparison, Financials, Scores, and Flags
Standout features: Stock screener with over 700 financial metrics and flexible filtering across 8,000+ U.S. stocks., Extensive KPI and operating metrics library with 100,000+ datasets covering more than 1,800 companies., Integrated SEC filings (15+ years), institutional ownership via 13F reports, and insider trading disclosures (Form 4)., and Comparison modules for individual stocks, industry aggregates, time-series tables, and customizable charts.
Similarity score 751
Category overlap: 43%Shared coverage
Data APIs
Screeners
Data Visualizations
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- ETF Action keeps a free tier, so you can replicate CB Insights workflows without upgrading.
- Expands into ETF Overview, ETF Performance, and ETF Holdings coverage beyond what CB Insights offers.
- Standout features include Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., and Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates..
- Pair it with CB Insights if you still need Sheets / Excel Add-ins, Acquisitions, and Newsletters.
Adds coverage: ETF Overview, ETF Performance, ETF Holdings, and ETF Fundamentals
Standout features: Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates., and Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).
Similarity score 749
Category overlap: 43%Shared coverage
Screeners
Data Visualizations
Newsletters
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Expands into Stock Ideas, Financials, and Scores coverage beyond what CB Insights offers.
- Standout features include Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., and Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars..
- Pair it with CB Insights if you still need Data APIs, Sheets / Excel Add-ins, and Acquisitions.
Adds coverage: Stock Ideas, Financials, Scores, and Checklist
Standout features: Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars., and Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification.
Similarity score 746
Category overlap: 60%Shared coverage
Data APIs
Sheets / Excel Add-ins
Data Visualizations
Assets: Other
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Similarweb keeps a free tier, so you can replicate CB Insights workflows without upgrading.
- Expands into App & Website Traffic and APIs & SDKs coverage beyond what CB Insights offers.
- Standout features include Website traffic and engagement analytics, including keyword research, referral sources, and a free traffic checker tool., APIs available in REST and Batch modes: REST delivers JSON responses, while Batch handles large CSV reports., and Webhook support for subscribing to daily or monthly data releases, with options to manage subscriptions directly..
- Pair it with CB Insights if you still need Screeners, Acquisitions, and Newsletters.
Adds coverage: App & Website Traffic and APIs & SDKs
Standout features: Website traffic and engagement analytics, including keyword research, referral sources, and a free traffic checker tool., APIs available in REST and Batch modes: REST delivers JSON responses, while Batch handles large CSV reports., Webhook support for subscribing to daily or monthly data releases, with options to manage subscriptions directly., and Data Exporter for no-code bulk exports, including scheduled email delivery and CSV downloads.
#19 Alternative
Similarity score 727
Category overlap: 43%Shared coverage
Sheets / Excel Add-ins
Data Visualizations
AI
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Expands into Transcripts, Improved Filings, and Financials coverage beyond what CB Insights offers.
- Standout features include Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies., AI-generated summaries and topic tagging to help navigate transcripts quickly., and Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system..
- Pair it with CB Insights if you still need Data APIs, Screeners, and Acquisitions.
Adds coverage: Transcripts, Improved Filings, Financials, and Alerts
Standout features: Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies., AI-generated summaries and topic tagging to help navigate transcripts quickly., Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system., and Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.
Similarity score 723
Category overlap: 43%Shared coverage
Screeners
Data Visualizations
Newsletters
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Earnings Whispers keeps a free tier, so you can replicate CB Insights workflows without upgrading.
- Expands into Calendar, News, and Market Sentiment coverage beyond what CB Insights offers.
- Standout features include Detailed earnings calendar with implied volatility, average price move data, sentiment heat maps, and multi-view charts., The Whisper Report®: weekly macro, technical, and company-level analysis published ahead of earnings., and Earnings Whisper Grade, a proprietary A+ to F rating that estimates the likelihood of post-earnings drift (PEAD) over 91 days..
- Pair it with CB Insights if you still need Data APIs, Sheets / Excel Add-ins, and Acquisitions.
Adds coverage: Calendar, News, Market Sentiment, and Watchlist
Standout features: Detailed earnings calendar with implied volatility, average price move data, sentiment heat maps, and multi-view charts., The Whisper Report®: weekly macro, technical, and company-level analysis published ahead of earnings., Earnings Whisper Grade, a proprietary A+ to F rating that estimates the likelihood of post-earnings drift (PEAD) over 91 days., and Investor tools include an Earnings Screener, Guidance and Reaction pages, and a Short Report with a focus on short interest.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Data Visualizations×17
Screeners×16
Data APIs×12
Sheets / Excel Add-ins×7
Newsletters×6
AI×5
Acquisitions×1
New angles introduced
Categories the alternatives add beyond CB Insights.
Alerts+12
News+12
Watchlist+12
Financials+11
Calendar+10
Insider Data+8
Portfolio+8
Analyst Price Targets+7
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
12/20
12 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
5 starred / 11 tested
5 tools are flagged as analyst picks; 11 have been hands-on tested.
Avg. coverage overlap
47%
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 Trendlyne, OpenBB, and Stock Unlock as their go-to alternatives.
Which alternatives keep a free tier?
Trendlyne, OpenBB, Stock Unlock, FRED (Federal Reserve Economic Data), Fiscal.ai, ORTEX, Benzinga, FINVIZ, Portfolio123, Roic AI, MarketWatch, Screener.in, Smartkarma, Business Quant, ETF Action, Similarweb, and Earnings Whispers 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 Acquisitions, AI, Data APIs, Data Visualizations, Newsletters, Screeners, and Sheets / Excel Add-ins, so you can port most CB Insights workflows without much friction.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.