VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View CB Insights View ETF Action Back to Home

Head-to-head

CB Insights vs ETF Action comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

CB Insights adds Sheets / Excel Add-ins, Acquisitions, Newsletters, and AI coverage that ETF Action skips.

ETF Action includes ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Overlap, Portfolio, Watchlist, Backtesting, 13F, Alerts, Blogs, and Videos categories that CB Insights omits.

CB Insights highlights: Global company intelligence platform covering private and public companies, investors, deals, and M&A activity., APIs and enterprise data feeds providing structured access to company, funding, and investor datasets., and Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets..

ETF Action is known for: 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..

ETF Action keeps a free entry point that CB Insights lacks.

CB Insights ships a mobile app. ETF Action is web/desktop only.

CB Insights

cbinsights.com

An enterprise-grade market intelligence platform covering both private and public companies. CB Insights combines company profiles, deal tracking, and predictive scoring with AI-powered search and visual analytics. APIs and enterprise integrations (Salesforce, Excel, Snowflake, Microsoft 365 Copilot) are available on paid plans. A 10-day free trial is offered for new users.

Platforms

Web

Mobile

API

Pricing

Subscription

Quick highlights

Global company intelligence platform covering private and public companies, investors, deals, and M&A activity.
APIs and enterprise data feeds providing structured access to company, funding, and investor datasets.
Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.
Salesforce integration to embed company and investor insights into CRM workflows.
Microsoft 365 Copilot Graph Connector to surface CB Insights data directly inside Copilot experiences.

Community votes (overall)

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ETF Action

etfaction.com

Independent ETF analytics platform for advisors and asset managers. Offers global ETF classification, look‑through holdings analytics, overlap analysis, flows/volumes with T+1 flow timing, live quotes (FMV) via Polygon.io, model portfolio tools, 13F screening (Advisor Pro), and enterprise options including API access. DIY/Advisor Pro plans emphasize self‑service research and Excel/CSV downloads; Enterprise adds collaboration, custom dashboards, and API. A separate Model Builder plan enables model uploads and ‘Bridge’ trading integration. API details are not publicly documented—confirm endpoints and auth with vendor.

Platforms

Web

API

Pricing

Free

Subscription

Quick highlights

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.
Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).
Screeners for ETFs; watchlists; data exports to Excel/CSV (DIY 50 rows, Advisor Pro 500 rows).

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Overlap

Shared focus areas

3 overlaps

Mutual strengths include Data APIs, Screeners, and Data Visualizations.

Where they differ

CB Insights

Distinct strengths include:

Sheets / Excel Add-ins

Acquisitions

Newsletters

Global company intelligence platform covering private and public companies, investors, deals, and M&A activity.
APIs and enterprise data feeds providing structured access to company, funding, and investor datasets.
Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.
Salesforce integration to embed company and investor insights into CRM workflows.

ETF Action

Distinct strengths 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.
Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates.
Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).

Feature-by-feature breakdown

Attribute	CB Insights	ETF Action
Categories Which research workflows each platform targets	Shared: Data APIs, Screeners, Data Visualizations Unique: Sheets / Excel Add-ins, Acquisitions, Newsletters, AI	Shared: Data APIs, Screeners, Data Visualizations Unique: ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Overlap, Portfolio, Watchlist, Backtesting, 13F, Alerts, Blogs, Videos
Asset types Supported asset classes and universes	Stocks, Other	ETFs, Stocks
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, API	Web, API
Pricing High-level pricing models	Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Global company intelligence platform covering private and public companies, investors, deals, and M&A activity. APIs and enterprise data feeds providing structured access to company, funding, and investor datasets. Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets. Salesforce integration to embed company and investor insights into CRM workflows. Microsoft 365 Copilot Graph Connector to surface CB Insights data directly inside Copilot experiences. Snowflake data delivery with feeds optimized for AI and analytics use cases.	Unique 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. Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative). Screeners for ETFs; watchlists; data exports to Excel/CSV (DIY 50 rows, Advisor Pro 500 rows). Model portfolio creation & back‑testing; private model marketplaces for advisors/strategists.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do CB Insights and ETF Action both support?

Both platforms cover Data APIs, Screeners, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

ETF Action offers a free entry point, while CB Insights requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

CB Insights ships a dedicated mobile experience, while ETF Action focuses on web or desktop access.

What unique strengths set the two platforms apart?

CB Insights differentiates itself with Global company intelligence platform covering private and public companies, investors, deals, and M&A activity., APIs and enterprise data feeds providing structured access to company, funding, and investor datasets., and Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets., whereas ETF Action stands out for 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..

Keep exploring

Stay on top of related tools

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