VOL. XCIV, NO. 247

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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

GuruFocus overlaps on Data APIs, Sheets / Excel Add-ins, and Screeners and pushes into Stock Ideas and ETF Screeners with CB Insights and is the quickest matchup to review first.

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

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

Matchups catalogued

Include free tiers

Offer mobile access

55%

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.

Screeners22
Data Visualizations21
Data APIs15
AI13
Newsletters9
Sheets / Excel Add-ins7

Where rivals add depth

Common coverage areas that comparison partners introduce beyond CB Insights.

Watchlist18
Financials16
Alerts15
News15
Calendar14
APIs & SDKs12

Where CB Insights stands alone

Categories that remain exclusive to CB Insights across these matchups.

Acquisitions19
Sheets / Excel Add-ins17
Newsletters15
AI11
Data APIs9
Data Visualizations3

Matchups

Dive into the full comparison roster

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

GuruFocus

100% overlap

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

Shared categories

Data APIs Sheets / Excel Add-ins Screeners Data Visualizations Acquisitions Newsletters

GuruFocus adds

Stock Ideas
ETF Screeners
Top Analysts
Stock Comparison

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View GuruFocus profile

OpenBB

71% overlap

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

Shared categories

Data APIs Sheets / Excel Add-ins Screeners Data Visualizations AI

OpenBB adds

APIs & SDKs
Custom Dashboards
AI Chat
Financials

CB Insights keeps to itself

Acquisitions
Newsletters

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View OpenBB profile

Fiscal.ai

71% overlap

Editor’s pick

Hands-on review

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

Shared categories

Data APIs Screeners Data Visualizations Newsletters AI

Fiscal.ai adds

Stock Ideas
Stock Comparison
Portfolio
Watchlist

CB Insights keeps to itself

Sheets / Excel Add-ins
Acquisitions

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View Fiscal.ai profile

TickerTrends

71% overlap

TickerTrends overlaps on Data APIs, Screeners, and Data Visualizations, adds Stock Ideas, Stock Comparison, and Quant coverage while matching CB Insights.

Shared categories

Data APIs Screeners Data Visualizations Newsletters AI

TickerTrends adds

Stock Ideas
Stock Comparison
Quant
Backtesting

CB Insights keeps to itself

Sheets / Excel Add-ins
Acquisitions

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View TickerTrends profile

AlphaSense

57% overlap

AlphaSense overlaps on Sheets / Excel Add-ins, Screeners, and Data Visualizations, adds News, Alerts, and Financials coverage while matching CB Insights.

Shared categories

Sheets / Excel Add-ins Screeners Data Visualizations AI

AlphaSense adds

News
Alerts
Financials
Transcripts

CB Insights keeps to itself

Data APIs
Acquisitions
Newsletters

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View AlphaSense profile

Börsdata

57% overlap

Börsdata overlaps on Data APIs, Sheets / Excel Add-ins, and Screeners, adds Stock Ideas, Index Rebalancing, and Watchlist coverage while matching CB Insights.

Shared categories

Data APIs Sheets / Excel Add-ins Screeners Data Visualizations

Börsdata adds

Stock Ideas
Index Rebalancing
Watchlist
Investor Holdings

CB Insights keeps to itself

Acquisitions
Newsletters
AI

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View Börsdata profile

Stock Analysis

57% 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 Newsletters

Stock Analysis adds

Stock Ideas
ETF Screeners
Top Analysts
Stock Comparison

CB Insights keeps to itself

Data APIs
Sheets / Excel Add-ins
AI

Shared platforms

WebMobile

Shared pricing

Subscription

Open full comparison View Stock Analysis 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

WebMobile

Shared pricing

Subscription

Open full comparison View Stock Unlock 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

SentiSense

57% overlap

SentiSense overlaps on Data APIs, Screeners, and Data Visualizations, adds Stock Ideas, Quant, and Watchlist coverage while matching CB Insights.

Shared categories

Data APIs Screeners Data Visualizations AI

SentiSense adds

Stock Ideas
Quant
Watchlist
News

CB Insights keeps to itself

Sheets / Excel Add-ins
Acquisitions
Newsletters

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View SentiSense profile

FactorsToday

57% overlap

FactorsToday overlaps on Data APIs, Screeners, and Data Visualizations, adds Quant, Stock Comparison, and Factor Exposure coverage while matching CB Insights.

Shared categories

Data APIs Screeners Data Visualizations AI

FactorsToday adds

Quant
Stock Comparison
Factor Exposure
Performance Attribution

CB Insights keeps to itself

Sheets / Excel Add-ins
Acquisitions
Newsletters

Shared platforms

WebAPI

Open full comparison View FactorsToday 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
Special Situations

CB Insights keeps to itself

Data APIs
Sheets / Excel Add-ins
AI

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View InsideArbitrage profile

YCharts

57% overlap

Hands-on review

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

Shared categories

Sheets / Excel Add-ins Screeners Data Visualizations AI

YCharts adds

Stock Comparison
ETF Comparison
Portfolio
Watchlist

CB Insights keeps to itself

Data APIs
Acquisitions
Newsletters

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View YCharts profile

BeyondSPX

57% overlap

Hands-on review

BeyondSPX overlaps on Screeners, Data Visualizations, and Newsletters, adds Stock Ideas, Stock Comparison, and Watchlist coverage while matching CB Insights.

Shared categories

Screeners Data Visualizations Newsletters AI

BeyondSPX adds

Stock Ideas
Stock Comparison
Watchlist
News

CB Insights keeps to itself

Data APIs
Sheets / Excel Add-ins
Acquisitions

Shared platforms

Web

Open full comparison View BeyondSPX profile

Benzinga

43% overlap

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

Shared categories

Data APIs Screeners Acquisitions

Benzinga adds

News
Alerts
News Sentiment
Calendar

CB Insights keeps to itself

Sheets / Excel Add-ins
Data Visualizations
Newsletters
AI

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Benzinga profile

EPSMomentum

43% overlap

EPSMomentum overlaps on Screeners, Data Visualizations, and AI, adds Stock Ideas, Money Flow, and Portfolio coverage while matching CB Insights.

Shared categories

Screeners Data Visualizations AI

EPSMomentum adds

Stock Ideas
Money Flow
Portfolio
Watchlist

CB Insights keeps to itself

Data APIs
Sheets / Excel Add-ins
Acquisitions
Newsletters

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View EPSMomentum 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

Perplexity Finance

43% overlap

Editor’s pick

Hands-on review

Perplexity Finance overlaps on Data APIs, Screeners, and Data Visualizations, adds Watchlist, News, and Calendar coverage while matching CB Insights.

Shared categories

Data APIs Screeners Data Visualizations

Perplexity Finance adds

Watchlist
News
Calendar
Analyst Forecasts

CB Insights keeps to itself

Sheets / Excel Add-ins
Acquisitions
Newsletters
AI

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Perplexity Finance profile

Quartr

43% overlap

Editor’s pick

Hands-on review

Quartr overlaps on Data APIs, Newsletters, and AI, adds Financials, Transcripts, and Analyst Forecasts coverage while matching CB Insights.

Shared categories

Data APIs Newsletters AI

Quartr adds

Financials
Transcripts
Analyst Forecasts
Calendar

CB Insights keeps to itself

Sheets / Excel Add-ins
Screeners
Data Visualizations
Acquisitions

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Quartr profile

TipRanks

43% overlap

Editor’s pick

Hands-on review

TipRanks overlaps on Data APIs, Screeners, and AI, adds Stock Ideas, Top Analysts, and ETF Screeners coverage while matching CB Insights.

Shared categories

Data APIs Screeners AI

TipRanks adds

Stock Ideas
Top Analysts
ETF Screeners
Stock Comparison

CB Insights keeps to itself

Sheets / Excel Add-ins
Data Visualizations
Acquisitions
Newsletters

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View TipRanks 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 Inflation Rates, Unemployment Rates, and GDP coverage while matching CB Insights.

Shared categories

Data APIs Sheets / Excel Add-ins Data Visualizations

FRED (Federal Reserve Economic Data) adds

Inflation Rates
Unemployment Rates
GDP
Interest Rates

CB Insights keeps to itself

Screeners
Acquisitions
Newsletters
AI

Shared platforms

WebMobileAPI

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

Barron's

43% overlap

Barron's overlaps on Screeners, Data Visualizations, and Newsletters, adds News, Alerts, and Stock Ideas coverage while matching CB Insights.

Shared categories

Screeners Data Visualizations Newsletters

Barron's adds

News
Alerts
Stock Ideas
ETF Screeners

CB Insights keeps to itself

Data APIs
Sheets / Excel Add-ins
Acquisitions
AI

Shared platforms

WebMobile

Shared pricing

Subscription

Open full comparison View Barron's 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

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

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.