VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View CB InsightsView FINVIZBack to Home

Head-to-head

CB Insights vs FINVIZ 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 FINVIZ skips.

FINVIZ includes Portfolio, Watchlist, Backtesting, News, Alerts, Financials, ETF Overview, ETF Holdings, Insider Data, 13F, Short Interest, and Options 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..

FINVIZ is known for: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..

FINVIZ keeps a free entry point that CB Insights lacks.

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

CB Insights logo

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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FINVIZ logo

FINVIZ

finviz.com

Editor’s pick Hands-on review

A popular stock screener and charting platform best known for its heat maps, visualization tools, and simple interface. The Free tier is ad-supported with delayed U.S. market data, while FINVIZ Elite unlocks real-time quotes (including pre- and after-hours), intraday chart layouts, backtesting, ETF full-holdings, exports and APIs, alerts, and larger portfolio/watchlist limits. Coverage is U.S. equities only. Elite includes a 7-day free trial with no credit card required.

Platforms

Web
API

Pricing

Free
Subscription

Quick highlights

  • Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions.
  • Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200.
  • Visualization tools include Heat Maps and Groups, with real-time updates for Elite users.
  • Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
  • ETF research with full holdings breakdown, plus structural and performance metrics (Elite only).

Community votes (overall)

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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
AI
  • 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.

FINVIZ

Distinct strengths include:

Portfolio
Watchlist
Backtesting
News
Alerts
Financials
ETF Overview
ETF Holdings
  • Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions.
  • Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200.
  • Visualization tools include Heat Maps and Groups, with real-time updates for Elite users.
  • Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.

Feature-by-feature breakdown

AttributeCB InsightsFINVIZ
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: Portfolio, Watchlist, Backtesting, News, Alerts, Financials, ETF Overview, ETF Holdings, Insider Data, 13F, Short Interest, Options

Asset types

Supported asset classes and universes

Stocks, Other

Stocks, ETFs, Options, Futures, Currencies, Cryptos

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

  • Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions.
  • Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200.
  • Visualization tools include Heat Maps and Groups, with real-time updates for Elite users.
  • Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
  • ETF research with full holdings breakdown, plus structural and performance metrics (Elite only).
  • Exports and APIs for Screener, Portfolios, Groups, Options Chains, and News; sample code available for Google Sheets, Python, and JavaScript (Elite).
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do CB Insights and FINVIZ 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?

FINVIZ 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 FINVIZ 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 FINVIZ stands out for Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.