Which platforms should you compare to CB Insights first?

Fiscal.ai, GuruFocus, OpenBB align closest with CB Insights across category coverage and pricing, making them the best comparisons to review first.

Does any matchup include a free-plan alternative?

Yes. Fiscal.ai, GuruFocus, OpenBB, and others keep freemium access, so you can benchmark CB Insights without a paid commitment.

Which comparisons highlight mobile access?

CB Insights goes head-to-head with GuruFocus, Trendlyne, Benzinga for mobile-ready workflows. Review those matchups if on-the-go research matters.

VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Wednesday, December 3, 2025

View CB Insights Browse comparisons Home My Collections

Matchup hub

Compare CB Insights

Every head-to-head showdown featuring CB Insights. Review coverage overlap, standout differentiators, and pricing context before you request demos.

Quick takeaways

Fiscal.ai overlaps on Data APIs, Screeners, and Data Visualizations and pushes into Stock Comparison and Portfolio with CB Insights and is the quickest matchup to review first.

Fiscal.ai, GuruFocus, and OpenBB keep freemium tiers so you can benchmark CB Insights without committing budget.

CB Insights rivals most often add coverage in News, Alerts, and Watchlist, so focus there when evaluating upgrades.

Matchups catalogued

Include free tiers

Offer mobile access

49%

Avg category overlap

Category heatmap

How CB Insights stacks up

Spot the coverage themes most often compared against this tool and where rivals extend or lag.

Shared battlegrounds

Categories that appear in the majority of head-to-head matchups.

Screeners19
Data Visualizations18
Data APIs17
Sheets / Excel Add-ins9
AI7
Newsletters6

Where rivals add depth

Common coverage areas that comparison partners introduce beyond CB Insights.

News15
Alerts14
Watchlist14
Financials13
Calendar12
APIs & SDKs10

Where CB Insights stands alone

Categories that remain exclusive to CB Insights across these matchups.

Acquisitions20
Newsletters18
AI17
Sheets / Excel Add-ins15
Data APIs7
Data Visualizations6

Matchups

Dive into the full comparison roster

Start with the closest overlaps, then branch into tools that push CB Insights into new workflows.

Fiscal.ai

71% overlap

Editor’s pick

Hands-on review

Fiscal.ai overlaps on Data APIs, Screeners, and Data Visualizations, adds Stock Comparison, Portfolio, and Watchlist coverage while matching CB Insights.

Shared categories

Data APIs Screeners Data Visualizations Newsletters AI

Fiscal.ai adds

Stock Comparison
Portfolio
Watchlist
Investor Holdings

CB Insights keeps to itself

Sheets / Excel Add-ins
Acquisitions

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View Fiscal.ai profile

GuruFocus

57% overlap

Editor’s pick

Hands-on review

GuruFocus overlaps on Data APIs, Sheets / Excel Add-ins, and Screeners, adds Stock Ideas, Stock Comparison, and Portfolio coverage while matching CB Insights.

Shared categories

Data APIs Sheets / Excel Add-ins Screeners AI

GuruFocus adds

Stock Ideas
Stock Comparison
Portfolio
Backtesting

CB Insights keeps to itself

Data Visualizations
Acquisitions
Newsletters

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View GuruFocus profile

OpenBB

57% overlap

OpenBB overlaps on Data APIs, Sheets / Excel Add-ins, and Data Visualizations, adds APIs & SDKs, Custom Dashboards, and News coverage while matching CB Insights.

Shared categories

Data APIs Sheets / Excel Add-ins Data Visualizations AI

OpenBB adds

APIs & SDKs
Custom Dashboards
News
IPO

CB Insights keeps to itself

Screeners
Acquisitions
Newsletters

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View OpenBB profile

Trendlyne

57% overlap

Hands-on review

Trendlyne overlaps on Sheets / Excel Add-ins, Screeners, and Data Visualizations, adds Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage while matching CB Insights.

Shared categories

Sheets / Excel Add-ins Screeners Data Visualizations Acquisitions

Trendlyne adds

Analyst Forecasts
Analyst Price Targets
Analyst Recommendations
Options & Derivatives

CB Insights keeps to itself

Data APIs
Newsletters
AI

Shared platforms

WebMobile

Shared pricing

Subscription

Open full comparison View Trendlyne profile

YCharts

57% overlap

Hands-on review

YCharts overlaps on Data APIs, Sheets / Excel Add-ins, and Screeners, adds Stock Comparison, ETF Comparison, and Portfolio coverage while matching CB Insights.

Shared categories

Data APIs Sheets / Excel Add-ins Screeners Data Visualizations

YCharts adds

Stock Comparison
ETF Comparison
Portfolio
Watchlist

CB Insights keeps to itself

Acquisitions
Newsletters
AI

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View YCharts profile

InsideArbitrage

57% overlap

InsideArbitrage overlaps on Screeners, Data Visualizations, and Acquisitions, adds News, Alerts, and Calendar coverage while matching CB Insights.

Shared categories

Screeners Data Visualizations Acquisitions Newsletters

InsideArbitrage adds

News
Alerts
Calendar
Spin-offs

CB Insights keeps to itself

Data APIs
Sheets / Excel Add-ins
AI

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View InsideArbitrage profile

Stock Unlock

57% overlap

Hands-on review

Stock Unlock overlaps on Screeners, Data Visualizations, and Newsletters, adds Stock Comparison, ETF Overview, and ETF Holdings coverage while matching CB Insights.

Shared categories

Screeners Data Visualizations Newsletters AI

Stock Unlock adds

Stock Comparison
ETF Overview
ETF Holdings
Portfolio

CB Insights keeps to itself

Data APIs
Sheets / Excel Add-ins
Acquisitions

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View Stock Unlock profile

Benzinga

43% overlap

Benzinga overlaps on Data APIs, Screeners, and Newsletters, adds News, Alerts, and Watchlist coverage while matching CB Insights.

Shared categories

Data APIs Screeners Newsletters

Benzinga adds

News
Alerts
Watchlist
Calendar

CB Insights keeps to itself

Sheets / Excel Add-ins
Data Visualizations
Acquisitions
AI

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Benzinga profile

ORTEX

43% overlap

Hands-on review

ORTEX overlaps on Data APIs, Screeners, and Data Visualizations, adds Short Interest, Insider Data, and Quant coverage while matching CB Insights.

Shared categories

Data APIs Screeners Data Visualizations

ORTEX adds

Short Interest
Insider Data
Quant
Index Rebalancing

CB Insights keeps to itself

Sheets / Excel Add-ins
Acquisitions
Newsletters
AI

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View ORTEX profile

AlphaSense

43% overlap

AlphaSense overlaps on Data APIs, Screeners, and AI, adds Improved Filings, Diff View, and Transcripts coverage while matching CB Insights.

Shared categories

Data APIs Screeners AI

AlphaSense adds

Improved Filings
Diff View
Transcripts
Earnings Calls Sentiment

CB Insights keeps to itself

Sheets / Excel Add-ins
Data Visualizations
Acquisitions
Newsletters

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View AlphaSense profile

FRED (Federal Reserve Economic Data)

43% overlap

FRED (Federal Reserve Economic Data) overlaps on Data APIs, Sheets / Excel Add-ins, and Data Visualizations, adds Calendar, Inflation Rates, and Unemployment Rates coverage while matching CB Insights.

Shared categories

Data APIs Sheets / Excel Add-ins Data Visualizations

FRED (Federal Reserve Economic Data) adds

Calendar
Inflation Rates
Unemployment Rates
GDP

CB Insights keeps to itself

Screeners
Acquisitions
Newsletters
AI

Shared platforms

WebMobileAPI

Open full comparison View FRED (Federal Reserve Economic Data) profile

Business Quant

43% overlap

Business Quant overlaps on Data APIs, Screeners, and Data Visualizations, adds Stock Comparison, Financials, and Scores coverage while matching CB Insights.

Shared categories

Data APIs Screeners Data Visualizations

Business Quant adds

Stock Comparison
Financials
Scores
Flags

CB Insights keeps to itself

Sheets / Excel Add-ins
Acquisitions
Newsletters
AI

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View Business Quant profile

Calcbench

43% overlap

Calcbench overlaps on Data APIs, Sheets / Excel Add-ins, and Acquisitions, adds Financials, Improved Filings, and Flags coverage while matching CB Insights.

Shared categories

Data APIs Sheets / Excel Add-ins Acquisitions

Calcbench adds

Financials
Improved Filings
Flags
Management Compensation

CB Insights keeps to itself

Screeners
Data Visualizations
Newsletters
AI

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View Calcbench profile

ETF Action

43% overlap

ETF Action overlaps on Data APIs, Screeners, and Data Visualizations, adds ETF Overview, ETF Performance, and ETF Holdings coverage while matching CB Insights.

Shared categories

Data APIs Screeners Data Visualizations

ETF Action adds

ETF Overview
ETF Performance
ETF Holdings
ETF Fundamentals

CB Insights keeps to itself

Sheets / Excel Add-ins
Acquisitions
Newsletters
AI

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View ETF Action profile

FINVIZ

43% overlap

Editor’s pick

Hands-on review

FINVIZ overlaps on Data APIs, Screeners, and Data Visualizations, adds Portfolio, Watchlist, and Backtesting coverage while matching CB Insights.

Shared categories

Data APIs Screeners Data Visualizations

FINVIZ adds

Portfolio
Watchlist
Backtesting
News

CB Insights keeps to itself

Sheets / Excel Add-ins
Acquisitions
Newsletters
AI

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View FINVIZ profile

MarketWatch

43% overlap

Hands-on review

MarketWatch overlaps on Screeners, Data Visualizations, and Newsletters, adds News, Alerts, and Calendar coverage while matching CB Insights.

Shared categories

Screeners Data Visualizations Newsletters

MarketWatch adds

News
Alerts
Calendar
Watchlist

CB Insights keeps to itself

Data APIs
Sheets / Excel Add-ins
Acquisitions
AI

Shared platforms

WebMobile

Shared pricing

Subscription

Open full comparison View MarketWatch profile

Portfolio123

43% overlap

Editor’s pick

Hands-on review

Portfolio123 overlaps on Data APIs, Screeners, and Data Visualizations, adds Quant, Backtesting, and Portfolio coverage while matching CB Insights.

Shared categories

Data APIs Screeners Data Visualizations

Portfolio123 adds

Quant
Backtesting
Portfolio
Correlation

CB Insights keeps to itself

Sheets / Excel Add-ins
Acquisitions
Newsletters
AI

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View Portfolio123 profile

QuickFS

60% overlap

QuickFS overlaps on Data APIs, Sheets / Excel Add-ins, and Data Visualizations, adds Financials and APIs & SDKs coverage while matching CB Insights.

Shared categories

Data APIs Sheets / Excel Add-ins Data Visualizations

QuickFS adds

Financials
APIs & SDKs

CB Insights keeps to itself

Screeners
Acquisitions
Newsletters
AI

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View QuickFS profile

Roic AI

43% overlap

Editor’s pick

Hands-on review

Roic AI overlaps on Data APIs, Sheets / Excel Add-ins, and Screeners, adds Financials, Transcripts, and News coverage while matching CB Insights.

Shared categories

Data APIs Sheets / Excel Add-ins Screeners

Roic AI adds

Financials
Transcripts
News
Splits

CB Insights keeps to itself

Data Visualizations
Acquisitions
Newsletters
AI

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View Roic AI profile

Screener.in

43% overlap

Hands-on review

Screener.in overlaps on Screeners, Data Visualizations, and AI, adds Watchlist, Alerts, and Financials coverage while matching CB Insights.

Shared categories

Screeners Data Visualizations AI

Screener.in adds

Watchlist
Alerts
Financials
Institutional Data

CB Insights keeps to itself

Data APIs
Sheets / Excel Add-ins
Acquisitions
Newsletters

Shared platforms

WebMobile

Shared pricing

Subscription

Open full comparison View Screener.in profile

Similarweb

60% overlap

Hands-on review

Similarweb overlaps on Data APIs, Sheets / Excel Add-ins, and Data Visualizations, adds App & Website Traffic and APIs & SDKs coverage while matching CB Insights.

Shared categories

Data APIs Sheets / Excel Add-ins Data Visualizations

Similarweb adds

App & Website Traffic
APIs & SDKs

CB Insights keeps to itself

Screeners
Acquisitions
Newsletters
AI

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View Similarweb profile

Smartkarma

43% overlap

Smartkarma overlaps on Screeners, Newsletters, and AI, adds Stock Ideas, Watchlist, and News coverage while matching CB Insights.

Shared categories

Screeners Newsletters AI

Smartkarma adds

Stock Ideas
Watchlist
News
Alerts

CB Insights keeps to itself

Data APIs
Sheets / Excel Add-ins
Data Visualizations
Acquisitions

Shared platforms

WebMobile

Shared pricing

Subscription

Open full comparison View Smartkarma profile

Stock Analysis

43% overlap

Editor’s pick

Hands-on review

Stock Analysis overlaps on Screeners, Data Visualizations, and Acquisitions, adds Stock Ideas, ETF Screeners, and Top Analysts coverage while matching CB Insights.

Shared categories

Screeners Data Visualizations Acquisitions

Stock Analysis adds

Stock Ideas
ETF Screeners
Top Analysts
IPO

CB Insights keeps to itself

Data APIs
Sheets / Excel Add-ins
Newsletters
AI

Shared platforms

WebMobile

Shared pricing

Subscription

Open full comparison View Stock Analysis profile

StockAlert.pro

43% overlap

StockAlert.pro overlaps on Data APIs, Screeners, and Data Visualizations, adds Alerts, Calendar, and Dividends coverage while matching CB Insights.

Shared categories

Data APIs Screeners Data Visualizations

StockAlert.pro adds

Alerts
Calendar
Dividends
Stock Ideas

CB Insights keeps to itself

Sheets / Excel Add-ins
Acquisitions
Newsletters
AI

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View StockAlert.pro profile

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.