GuruFocus is the closest drop-in replacement with overlapping coverage in Data APIs, Screeners, and Data Visualizations while adding Stock Ideas and Stock Comparison coverage and Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors. and All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios. features (category overlap ~86%).
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Sunday, January 4, 2026
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Free Alternatives to CB Insights
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test CB Insights before paying for another subscription.
View standard alternativesQuick takeaways
Every pick keeps a free tier; start with GuruFocus, Fiscal.ai, and Börsdata to road-test CB Insights workflows without paying up front.
Round out your stack with new coverage areas like Stock Ideas, Stock Comparison, Portfolio, and Investor Holdings.
Similarity score 1214Category overlap: 86%
Shared coverage
Data APIsScreenersData VisualizationsAcquisitionsNewslettersAI
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Stock Ideas, Stock Comparison, and Portfolio coverage beyond what CB Insights offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with CB Insights if you still need Sheets / Excel Add-ins.
Adds coverage: Stock Ideas, Stock Comparison, Portfolio, and Investor Holdings
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 1035Category overlap: 71%
Shared coverage
Data APIsScreenersData VisualizationsNewslettersAI
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Expands into Stock Comparison, Portfolio, and Watchlist coverage beyond what CB Insights offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
- Pair it with CB Insights if you still need Sheets / Excel Add-ins and Acquisitions.
Adds coverage: Stock Comparison, Portfolio, Watchlist, and Investor Holdings
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Similarity score 927Category overlap: 57%
Shared coverage
Data APIsSheets / Excel Add-insScreenersData Visualizations
Assets: Stocks and Other
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Expands into Stock Ideas, Index Rebalancing, and Watchlist coverage beyond what CB Insights offers.
- Standout features include Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., and Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI..
- Pair it with CB Insights if you still need Acquisitions, Newsletters, and AI.
Adds coverage: Stock Ideas, Index Rebalancing, Watchlist, and Investor Holdings
Standout features: Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI., and Built-in quantitative strategies such as Magic Formula, Graham, Dividend, F-Score and Net-nets leveraging the historical ratio database for stock idea generation.
Similarity score 881Category overlap: 57%
Shared coverage
Sheets / Excel Add-insScreenersData VisualizationsAcquisitions
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- 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 867Category overlap: 57%
Shared coverage
Data APIsSheets / Excel Add-insData VisualizationsAI
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- 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 847Category overlap: 57%
Shared coverage
ScreenersData VisualizationsNewslettersAI
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- 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 829Category overlap: 57%
Shared coverage
ScreenersData VisualizationsNewslettersAI
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Why investors switch
- Expands into Stock Ideas, Stock Comparison, and Watchlist coverage beyond what CB Insights offers.
- Standout features include Coverage and research on roughly 5,000 U.S. stocks, including microcaps, nanocaps, and OTC names, with a stated goal of helping investors “find and understand stocks.”, Semantic / AI-powered stock screener: investors type theses such as “profitable companies with quantum computing exposure” or “stocks benefiting from reshoring trends” and receive matching companies linked to full analysis., and Company pages combine 15‑minute delayed IEX quotes with key valuation multiples, growth and profitability metrics, balance-sheet and cash-flow ratios, financial charts, peer valuation comparisons, and long-form narrative research sections (Growth, Profitability, Competitive Moat, Financial Health, Valuation, Returns to Shareholders)..
- Pair it with CB Insights if you still need Data APIs, Sheets / Excel Add-ins, and Acquisitions.
Adds coverage: Stock Ideas, Stock Comparison, Watchlist, and News
Standout features: Coverage and research on roughly 5,000 U.S. stocks, including microcaps, nanocaps, and OTC names, with a stated goal of helping investors “find and understand stocks.”, Semantic / AI-powered stock screener: investors type theses such as “profitable companies with quantum computing exposure” or “stocks benefiting from reshoring trends” and receive matching companies linked to full analysis., Company pages combine 15‑minute delayed IEX quotes with key valuation multiples, growth and profitability metrics, balance-sheet and cash-flow ratios, financial charts, peer valuation comparisons, and long-form narrative research sections (Growth, Profitability, Competitive Moat, Financial Health, Valuation, Returns to Shareholders)., and Category Movers and market heatmap views show top gaining and losing business categories by performance, plus a heatmap where tile size represents market cap and color represents daily performance, backed by a granular business-category taxonomy.
Similarity score 789Category overlap: 43%
Shared coverage
Data APIsSheets / Excel Add-insScreeners
Assets: Stocks and Other
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Expands into News, Calendar, and Dividends coverage beyond what CB Insights offers.
- Standout features include Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., and Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns..
- Pair it with CB Insights if you still need Data Visualizations, Acquisitions, and Newsletters.
Adds coverage: News, Calendar, Dividends, and Splits
Standout features: Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns., and Built‑in valuation and advanced metrics including DCF models, owner earnings and other formula‑based indicators documented in the Financial Formulas section, with a Custom DCF Calculator and Advanced Market Metrics (e.g., sector performance, technical indicators) available on higher‑tier plans.
Similarity score 777Category overlap: 43%
Shared coverage
Data APIsNewslettersAI
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Financials, Transcripts, and Analyst Forecasts coverage beyond what CB Insights offers.
- Standout features include Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., and Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars..
- Pair it with CB Insights if you still need Sheets / Excel Add-ins, Screeners, and Data Visualizations.
Adds coverage: Financials, Transcripts, Analyst Forecasts, and Calendar
Standout features: Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars., and Quartr Pro is a desktop/web research platform used by hedge funds, asset managers, equity research and IR teams to search across all transcripts, filings, reports and slides at once, track narrative shifts, and conduct qualitative public-market research with significantly reduced manual document work.
Similarity score 763Category overlap: 43%
Shared coverage
Data APIsScreenersData Visualizations
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- 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 755Category overlap: 43%
Shared coverage
Data APIsScreenersNewsletters
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- 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 755Category overlap: 43%
Shared coverage
ScreenersData VisualizationsAI
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Stock Ideas, Money Flow, and Portfolio coverage beyond what CB Insights offers.
- Standout features include Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., and Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process..
- Pair it with CB Insights if you still need Data APIs, Sheets / Excel Add-ins, and Acquisitions.
Adds coverage: Stock Ideas, Money Flow, Portfolio, and Watchlist
Standout features: Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process., and Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
Similarity score 749Category overlap: 43%
Shared coverage
ScreenersData VisualizationsNewsletters
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Expands into Stock Ideas, Portfolio, and Watchlist coverage beyond what CB Insights offers.
- Standout features include Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., and Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)..
- Pair it with CB Insights if you still need Data APIs, Sheets / Excel Add-ins, and Acquisitions.
Adds coverage: Stock Ideas, Portfolio, Watchlist, and Financials
Standout features: Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)., and Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.
Similarity score 749Category overlap: 43%
Shared coverage
ScreenersData VisualizationsNewsletters
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Expands into Stock Ideas, ETF Screeners, and Top Analysts coverage beyond what CB Insights offers.
- Standout features include Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., and Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles..
- Pair it with CB Insights if you still need Data APIs, Sheets / Excel Add-ins, and Acquisitions.
Adds coverage: Stock Ideas, ETF Screeners, Top Analysts, and Stock Comparison
Standout features: Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles., and Three real-time screeners (stocks, ETFs, IPOs) with 200+ indicators and filters, including country, exchange, sector, industry, index membership, dates (e.g., IPO date, ex‑dividend), and performance/valuation metrics; results update live as filters change.
Similarity score 743Category overlap: 43%
Shared coverage
Data APIsScreenersData Visualizations
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Expands into ETF Screeners, Factor Exposure, and Risk Metrics coverage beyond what CB Insights offers.
- Standout features include Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks..
- Pair it with CB Insights if you still need Sheets / Excel Add-ins, Acquisitions, and Newsletters.
Adds coverage: ETF Screeners, Factor Exposure, Risk Metrics, and Portfolio
Standout features: Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., and ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
Similarity score 743Category overlap: 43%
Shared coverage
Data APIsScreenersData Visualizations
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Expands into Quant, Stock Ideas, and Portfolio coverage beyond what CB Insights offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with CB Insights if you still need Sheets / Excel Add-ins, Acquisitions, and Newsletters.
Adds coverage: Quant, Stock Ideas, Portfolio, and Watchlist
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Similarity score 743Category overlap: 43%
Shared coverage
Data APIsSheets / Excel Add-insScreeners
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- 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 743Category overlap: 43%
Shared coverage
Data APIsScreenersData Visualizations
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Expands into Backtesting, Financials, and Valuation Models coverage beyond what CB Insights offers.
- Standout features include Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., and Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude..
- Pair it with CB Insights if you still need Sheets / Excel Add-ins, Acquisitions, and Newsletters.
Adds coverage: Backtesting, Financials, Valuation Models, and Scores
Standout features: Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude., and (Silver+) Built-in backtesting of screens with yearly rebalancing; (Gold) adds quarterly and half-yearly rebalancing.
Similarity score 737Category overlap: 43%
Shared coverage
Data APIsSheets / Excel Add-insData Visualizations
Assets: Other
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Expands into Inflation Rates, Unemployment Rates, and GDP coverage beyond what CB Insights offers.
- Standout features include 800,000+ economic data series from 100+ sources, covering topics such as GDP, prices/inflation, employment, exchange rates, and interest rates., Browse and track data via categories, releases, sources, and tags; series pages show metadata like units/frequency and “last updated / next release” fields., and Graphing and sharing options include embeddable graphs and graph-image links..
- Pair it with CB Insights if you still need Screeners, Acquisitions, and Newsletters.
Adds coverage: Inflation Rates, Unemployment Rates, GDP, and Interest Rates
Standout features: 800,000+ economic data series from 100+ sources, covering topics such as GDP, prices/inflation, employment, exchange rates, and interest rates., Browse and track data via categories, releases, sources, and tags; series pages show metadata like units/frequency and “last updated / next release” fields., Graphing and sharing options include embeddable graphs and graph-image links., and Economic release calendar with scheduled release dates/times (US Central Time) and a data-provider caveat for availability.
Similarity score 735Category overlap: 43%
Shared coverage
ScreenersData VisualizationsNewsletters
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- 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.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×17Data Visualizations×16Data APIs×13Newsletters×9AI×7Sheets / Excel Add-ins×6Acquisitions×2
New angles introduced
Categories the alternatives add beyond CB Insights.
Financials+15News+14Watchlist+13Calendar+12Alerts+10Portfolio+10Analyst Price Targets+9APIs & SDKs+9
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
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 / 15 tested
9 tools are flagged as analyst picks; 15 have been hands-on tested.
Avg. coverage overlap
50%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to CB Insights?
Start with GuruFocus, Fiscal.ai, and Börsdata to replicate CB Insights workflows without paying for a subscription.
Do these picks stay permanently free?
Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.
Which CB Insights workflows stay covered on the free plan?
Expect solid overlap across Data APIs, Screeners, Data Visualizations, Acquisitions, Newsletters, AI, and Sheets / Excel Add-ins, so core CB Insights workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Stock Ideas, Stock Comparison, Portfolio, Investor Holdings, US Government Trades, Backtesting, News, Alerts, Calendar, Special Situations, IPO, Spin-offs, Delisted, Dividends, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Financials, Scores, Valuation Models, Insider Data, Institutional Data, Short Interest, 13F, 13D/13G, ETF Overview, ETF Holdings, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Transcripts, AI Chat, Education, Videos, Blogs, Forums, Stock Handbook, Watchlist, ETF Performance, ETF Fundamentals, ETF Valuation, Improved Filings, Splits, APIs & SDKs, Webhooks, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Index Rebalancing, Buybacks & Authorizations, Options & Derivatives, Broker Connectors, Custom Dashboards, Dark Pool & Off-Exchange, Quant, Regulatory Filings Monitoring, ESG Ratings, Notes & Highlights, Shared Workspaces, Citations & Source Pinning, Money Flow, Options, News Sentiment, Market Sentiment, Management Performance, Management Compensation, Dividend, ETF Screeners, Top Analysts, ETF Comparison, Fund Overview, Fund Performance, Fund Holdings, Factor Exposure, Risk Metrics, Correlation, ETF Overlap, Consumer Sentiment, Housing & Construction, and Paper Trading show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on CB Insights?
Sheets / Excel Add-ins, Acquisitions, Newsletters, AI, Data APIs, Screeners, and Data Visualizations remain strengths for CB Insights. Keep it handy for those tasks or plan for a paid upgrade if they matter.
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!
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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!
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Suggest on XStarred 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.