VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, June 3, 2026
Tool Comparison · Wednesday, June 3, 2026
CB Insights vs Fiscal.ai
CB Insights vs Fiscal.ai: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
CB Insights
cbinsights.com
Best for sheets / excel add-ins, and acquisitions
- Pricing
- Subscription
- Platforms
- Web, Mobile, API
Fiscal.ai
Pickfiscal.ai
Best for stock ideas, and stock comparison
- Pricing
- Free • From $468/yr
- Platforms
- Web, API
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Comparison snapshot
Who should choose which?
Choose
CB Insights if…
- You need a mobile app for on-the-go research
- You need global company intelligence platform covering private and public companies, investors, deals, m&a, public-company earnings, and business relationships.
- You need feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.
- You need microsoft excel add-in to pull in cb insights company data, mosaic scores, and taxonomies directly into spreadsheets.
Choose
Fiscal.ai if…
- You want to start free before paying
- You’re a long-term or value-focused investor
- You need real-time data, not delayed quotes
- You need modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, etfs, mutual funds, and funds.
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| Attribute | CB Insights | Fiscal.ai |
|---|---|---|
Asset types | StocksOther | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | Not specified | Real-time15-min DelayedEnd of Day |
API access | Not specified | REST |
Export formats | Not specified | CSVImagePDF |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
CB Insights
—
Starting price
Plans & pricing
Tool
Fiscal.ai
$39/mo
Starting price
Plans & pricing
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Fiscal.ai only.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between CB Insights and Fiscal.ai?
CB Insights focuses on Data APIs, Sheets / Excel Add-ins, and Screeners while Fiscal.ai specializes in Stock Ideas, Screeners, and Stock Comparison. They overlap in 5 categories, so choose based on your preferred workflow and pricing.
Is CB Insights or Fiscal.ai free to use?
Fiscal.ai offers a free tier that lets you get started without paying, while CB Insights requires a subscription. If budget is a concern, start with Fiscal.ai and upgrade later if you need more advanced features.
Can I use CB Insights or Fiscal.ai on my phone?
CB Insights has a mobile app so you can check your research on the go. Fiscal.ai is web-only, so you'll need a browser to access it from mobile devices.
Do CB Insights and Fiscal.ai have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose CB Insights or Fiscal.ai?
Choose CB Insights if you need Global company intelligence platform covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships., and Feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.. Go with Fiscal.ai if Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., and Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier. better fits how you invest.
What asset classes do CB Insights and Fiscal.ai cover?
Both cover Stocks. CB Insights also includes Other. Fiscal.ai adds coverage for ETFs, Mutual Funds, and Funds.
Does CB Insights or Fiscal.ai have real-time data?
Fiscal.ai offers real-time data feeds, which is essential for active traders. CB Insights uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can I export data from CB Insights and Fiscal.ai?
Fiscal.ai supports data exports to CSV, Image, and PDF. CB Insights has more limited export options.
Which has a better stock screener—CB Insights or Fiscal.ai?
Both CB Insights and Fiscal.ai include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with CB Insights or Fiscal.ai?
Fiscal.ai offers portfolio tracking features. CB Insights is more focused on research and analysis.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.