Tool Comparison
CB Insights vs Fiscal.ai
- Paid from
- On request
- Free plan
- No
- Platforms
- Web, Mobile, API
Best if
- You do a lot of your research from your phone
- You want sheets / excel add-ins and corporate actions & special situations.
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want stock ideas, stock comparison, and portfolio.
Pick CB Insights instead if
CB Insights
Contact for pricing · Web · Mobile · API
- You do a lot of your research from your phone
- You want sheets / excel add-ins and corporate actions & special situations.
Start here
Fiscal.ai
Free • From $39/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want stock ideas, stock comparison, and portfolio.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
CB Insights and Fiscal.ai cover a lot of the same ground (5 shared categories, including APIs & data feeds, screeners, and data visualizations), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to CB Insights's 7, including stock ideas, stock comparison, and portfolio. CB Insights counters by keeping things simpler.
What readers say
CB Insights
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Fiscal.ai
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Key differences at a glance
- Free plan
- Fiscal.ai
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 7 categories
- Mobile app
- CB Insights
- Real-time data
- Fiscal.ai
What CB Insights does best
- Research coverage for private and public companies, investors, funding rounds, M&A, business relationships, earnings, markets, and competitive markets.
- Company profiles, market analytics, visual dashboards, deal analysis, and sector tracking to map markets and competitors.
- Mosaic Score and other proprietary measures to evaluate private-company health and growth signals.
- Strategy Terminal, Browser Analyst, ChatCBI, and team-of-agents workflows for AI-assisted scouting, briefs, trend discovery, and market analysis.
- Access to CB Insights data into workflows through Excel, Salesforce, Microsoft 365 Copilot, Snowflake, Zapier, Affinity, A2A, MCP-style, and data-solution integrations where licensed.
What Fiscal.ai does best
- Research coverage for global stocks, ETFs, mutual funds, and funds through dashboards, watchlists, portfolio views, visualizations, fundamentals, estimates, transcripts, filings, news, and event data.
- Use AI Copilot, summaries, and generated reports for earnings, filings, peer comparisons, financial analysis, and company research.
- Analysis of fundamentals, ratios, standardized financials, as-reported data, adjusted metrics, segment data, KPIs, analyst estimates, revisions, ratings, and price targets.
- Run 24 documented Fiscal Skills in MCP clients for financial models, company snapshots, screens, valuation, ownership, fund letters, filings, credit, quality scores, and earnings analysis.
- Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | Free • From $39/mo |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | 3 limits: Browser Analyst: pricing: Request pricing, Strategy Terminal: pricing: Request pricing +1 more | 37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | — | No |
Integrations | Salesforce, Microsoft Excel +6 more | MCP, Claude Connector +7 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +11 more |
Categories covered | 7 | 29 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Tick and EOD +1 more |
Data partners | — | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more |
Capabilities | — | 4 signals: Custom formulas, Universe builder +2 more |
Security | — | SOC2 and Status page |
| Try it | Visit CB Insights | Visit Fiscal.ai |
Standout features
The best features of CB Insights and Fiscal.ai.ShowHide
Standout features
What CB Insights does best
- Research coverage for private and public companies, investors, funding rounds, M&A, business relationships, earnings, markets, and competitive markets.
- Company profiles, market analytics, visual dashboards, deal analysis, and sector tracking to map markets and competitors.
- Mosaic Score and other proprietary measures to evaluate private-company health and growth signals.
- Strategy Terminal, Browser Analyst, ChatCBI, and team-of-agents workflows for AI-assisted scouting, briefs, trend discovery, and market analysis.
- Access to CB Insights data into workflows through Excel, Salesforce, Microsoft 365 Copilot, Snowflake, Zapier, Affinity, A2A, MCP-style, and data-solution integrations where licensed.
What Fiscal.ai does best
- Research coverage for global stocks, ETFs, mutual funds, and funds through dashboards, watchlists, portfolio views, visualizations, fundamentals, estimates, transcripts, filings, news, and event data.
- Use AI Copilot, summaries, and generated reports for earnings, filings, peer comparisons, financial analysis, and company research.
- Analysis of fundamentals, ratios, standardized financials, as-reported data, adjusted metrics, segment data, KPIs, analyst estimates, revisions, ratings, and price targets.
- Run 24 documented Fiscal Skills in MCP clients for financial models, company snapshots, screens, valuation, ownership, fund letters, filings, credit, quality scores, and earnings analysis.
- Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
All details
Every attribute we track for CB Insights and Fiscal.ai.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksOther | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Not specified | Identifiers: Ticker, CUSIP, ISIN, and FIGI |
| Data | ||
Data freshness | Not specified | Real-time15-min DelayedEnd of Day |
Data granularity | Not specified | TickEOD |
Data partners | Not specified | Fiscal.ai Data FeedS&P Global Market IntelligenceMorningstarYChartsPerplexity |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyWebhooks50 req/minDocs |
Import methods | Not specified | Manual |
Integrations | SalesforceMicrosoft ExcelMicrosoft 365 CopilotSnowflakeAffinityZapierA2AMCP | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more |
Export formats | Not specified | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Status page |
Capability signals | Not specified | Custom formulasUniverse builderCitation pinningAI summaries: Filings, Transcripts, and News |
Vendor & support | CB Information Services, Inc.Country: United StatesSupport: Email and Phone | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email |
Curation ratings | Not specified | Methodology 5/5Reliability 4/5UX 5/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Free“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more |
| Entry paid plan | — | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more |
| Top plan | — | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more |
| Custom / enterprise | Contact sales“Browser Analyst”pricing: Request pricing | Contact sales“API - Paid” |
| Free trial | — | 14 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between CB Insights and Fiscal.ai?
CB Insights leans toward APIs & data feeds, sheets / excel add-ins, and screeners, while Fiscal.ai puts more weight on stock ideas, screeners, and stock comparison. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is CB Insights or Fiscal.ai free to use?
Fiscal.ai has a free tier, so you can get started without paying anything. CB Insights is paid-only. If budget matters, start with Fiscal.ai and see how far it takes you before opening your wallet.
Can I use CB Insights or Fiscal.ai on my phone?
CB Insights lists a dedicated mobile app, so it travels better. Fiscal.ai doesn't list a dedicated mobile app; its documented access is web and API.
Do CB Insights and Fiscal.ai have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose CB Insights or Fiscal.ai?
It depends on what you're after. Pick CB Insights if sheets / excel add-ins and corporate actions & special situations matter to you; go with Fiscal.ai if you'd rather have stock ideas and stock comparison. And if you only need the basics both share, let price decide.
What asset classes do CB Insights and Fiscal.ai cover?
Both cover stocks. CB Insights also handles other. Fiscal.ai adds ETFs, mutual funds, and funds on top.
Does CB Insights or Fiscal.ai have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. CB Insights runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from CB Insights and Fiscal.ai?
Fiscal.ai exports to CSV. CB Insights is stingier about getting data out.
Which has a better stock screener: CB Insights or Fiscal.ai?
Both CB Insights and Fiscal.ai include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with CB Insights or Fiscal.ai?
Fiscal.ai handles portfolio tracking. CB Insights is really a research tool; you'd track your portfolio elsewhere.
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