OpenBB overlaps on Data APIs, Sheets / Excel Add-ins, and Data Visualizations and pushes into APIs & SDKs and Custom Dashboards with CB Insights and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
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Friday, October 17, 2025
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
OpenBB, Trendlyne, and Stock Unlock keep freemium tiers so you can benchmark CB Insights without committing budget.
CB Insights rivals most often add coverage in Alerts, News, and Financials, so focus there when evaluating upgrades.
24
Matchups catalogued
18
Include free tiers
11
Offer mobile access
46%
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.
- Data Visualizations18
- Screeners18
- Data APIs16
- Sheets / Excel Add-ins9
- AI7
- Newsletters6
Where rivals add depth
Common coverage areas that comparison partners introduce beyond CB Insights.
- Alerts14
- News14
- Financials13
- Watchlist13
- Calendar10
- Analyst Price Targets9
Where CB Insights stands alone
Categories that remain exclusive to CB Insights across these matchups.
- Acquisitions22
- Newsletters18
- AI17
- Sheets / Excel Add-ins15
- Data APIs8
- 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.
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
OpenBB adds
- APIs & SDKs
- Custom Dashboards
- News
- IPO
CB Insights keeps to itself
- Screeners
- Acquisitions
- Newsletters
Shared platforms
Web
API
Shared pricing
Subscription
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
Trendlyne adds
- Analyst Forecasts
- Analyst Price Targets
- Analyst Recommendations
- Options & Derivatives
CB Insights keeps to itself
- Data APIs
- Newsletters
- AI
Shared platforms
Web
Mobile
Shared pricing
Subscription
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
YCharts adds
- Stock Comparison
- ETF Comparison
- Portfolio
- Watchlist
CB Insights keeps to itself
- Acquisitions
- Newsletters
- AI
Shared platforms
Web
API
Shared pricing
Subscription
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
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
Benzinga
43% overlap
Benzinga overlaps on Data APIs, Screeners, and Newsletters, adds News, Alerts, and Watchlist coverage while matching CB Insights.
Shared categories
Benzinga adds
- News
- Alerts
- Watchlist
- Calendar
CB Insights keeps to itself
- Sheets / Excel Add-ins
- Data Visualizations
- Acquisitions
- AI
Shared platforms
Web
Mobile
API
Shared pricing
Subscription
Fiscal.ai
43% 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
Fiscal.ai adds
- Stock Comparison
- Portfolio
- Watchlist
- Alerts
CB Insights keeps to itself
- Sheets / Excel Add-ins
- Acquisitions
- Newsletters
- AI
Shared platforms
Web
Mobile
API
Shared pricing
Subscription
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
ORTEX adds
- Short Interest
- Insider Data
- Quant
- Index Rebalancing
CB Insights keeps to itself
- Sheets / Excel Add-ins
- Acquisitions
- Newsletters
- AI
Shared platforms
Web
Mobile
API
Shared pricing
Subscription
AlphaSense
43% overlap
AlphaSense overlaps on Data APIs, Screeners, and AI, adds Improved Filings, Diff View, and Transcripts coverage while matching CB Insights.
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
Web
Mobile
API
Shared pricing
Subscription
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
FRED (Federal Reserve Economic Data) adds
- Calendar
- Inflation Rates
- Unemployment Rates
- GDP
CB Insights keeps to itself
- Screeners
- Acquisitions
- Newsletters
- AI
Shared platforms
Web
Mobile
API
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
Business Quant adds
- Stock Comparison
- Financials
- Scores
- Flags
CB Insights keeps to itself
- Sheets / Excel Add-ins
- Acquisitions
- Newsletters
- AI
Shared platforms
Web
API
Shared pricing
Subscription
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
Calcbench adds
- Financials
- Improved Filings
- Flags
- Management Compensation
CB Insights keeps to itself
- Screeners
- Data Visualizations
- Newsletters
- AI
Shared platforms
Web
API
Shared pricing
Subscription
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
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
Web
API
Shared pricing
Subscription
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
FINVIZ adds
- Portfolio
- Watchlist
- Backtesting
- News
CB Insights keeps to itself
- Sheets / Excel Add-ins
- Acquisitions
- Newsletters
- AI
Shared platforms
Web
API
Shared pricing
Subscription
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
MarketWatch adds
- News
- Alerts
- Calendar
- Watchlist
CB Insights keeps to itself
- Data APIs
- Sheets / Excel Add-ins
- Acquisitions
- AI
Shared platforms
Web
Mobile
Shared pricing
Subscription
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
Portfolio123 adds
- Quant
- Backtesting
- Portfolio
- Correlation
CB Insights keeps to itself
- Sheets / Excel Add-ins
- Acquisitions
- Newsletters
- AI
Shared platforms
Web
API
Shared pricing
Subscription
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
Roic AI adds
- Financials
- Transcripts
- News
- Splits
CB Insights keeps to itself
- Data Visualizations
- Acquisitions
- Newsletters
- AI
Shared platforms
Web
API
Shared pricing
Subscription
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
Screener.in adds
- Watchlist
- Alerts
- Financials
- Institutional Data
CB Insights keeps to itself
- Data APIs
- Sheets / Excel Add-ins
- Acquisitions
- Newsletters
Shared platforms
Web
Mobile
Shared pricing
Subscription
Similarweb
60% overlap
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
Similarweb adds
- App & Website Traffic
- APIs & SDKs
CB Insights keeps to itself
- Screeners
- Acquisitions
- Newsletters
- AI
Shared platforms
Web
API
Shared pricing
Subscription
Smartkarma
43% overlap
Smartkarma overlaps on Screeners, Newsletters, and AI, adds Stock Ideas, Watchlist, and News coverage while matching CB Insights.
Shared categories
Smartkarma adds
- Stock Ideas
- Watchlist
- News
- Alerts
CB Insights keeps to itself
- Data APIs
- Sheets / Excel Add-ins
- Data Visualizations
- Acquisitions
Shared platforms
Web
Mobile
Shared pricing
Subscription
Stockopedia
43% overlap
Editor’s pick
Hands-on review
Stockopedia overlaps on Screeners, Data Visualizations, and Newsletters, adds Stock Ideas, Financials, and Scores coverage while matching CB Insights.
Shared categories
Stockopedia adds
- Stock Ideas
- Financials
- Scores
- Checklist
CB Insights keeps to itself
- Data APIs
- Sheets / Excel Add-ins
- Acquisitions
- AI
Shared platforms
Web
Mobile
Shared pricing
Subscription
Tegus
43% overlap
Tegus overlaps on Sheets / Excel Add-ins, Data Visualizations, and AI, adds Transcripts, Improved Filings, and Financials coverage while matching CB Insights.
Shared categories
Tegus adds
- Transcripts
- Improved Filings
- Financials
- Alerts
CB Insights keeps to itself
- Data APIs
- Screeners
- Acquisitions
- Newsletters
Shared platforms
Web
Mobile
Shared pricing
Subscription
Reflexivity
43% overlap
Reflexivity overlaps on Data APIs, Screeners, and AI, adds Quant, Performance Attribution, and Scenario & Stress Tests coverage while matching CB Insights.
Reflexivity adds
- Quant
- Performance Attribution
- Scenario & Stress Tests
- Portfolio
CB Insights keeps to itself
- Sheets / Excel Add-ins
- Data Visualizations
- Acquisitions
- Newsletters
Shared platforms
Web
API
Shared pricing
Subscription
Visible Alpha
43% overlap
Visible Alpha overlaps on Data APIs, Sheets / Excel Add-ins, and Data Visualizations, adds Financials, Analyst Forecasts, and Analyst Price Targets coverage while matching CB Insights.
Shared categories
Visible Alpha adds
- Financials
- Analyst Forecasts
- Analyst Price Targets
- Analyst Recommendations
CB Insights keeps to itself
- Screeners
- Acquisitions
- Newsletters
- AI
Shared platforms
Web
API
Shared pricing
Subscription
Earnings Whispers
43% overlap
Earnings Whispers overlaps on Screeners, Data Visualizations, and Newsletters, adds Calendar, News, and Market Sentiment coverage while matching CB Insights.
Shared categories
Earnings Whispers adds
- Calendar
- News
- Market Sentiment
- Watchlist
CB Insights keeps to itself
- Data APIs
- Sheets / Excel Add-ins
- Acquisitions
- AI
Shared platforms
Web
Shared pricing
Subscription
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.