★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: CB Insights checked August 4, 2026
Tool Comparison
CB Insights vs Fiscal.ai
Pick CB Insights instead if
CB Insights
Contact for pricing · Web · Mobile · API
- You do a lot of your research from your phone
- You care about sheets / excel add-ins and corporate actions & special situations, things Fiscal.ai doesn't offer
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 care about stock ideas, stock comparison, and portfolio, things CB Insights doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
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
Vote once to reveal the community verdict.
Fiscal.ai
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Fiscal.ai
- Free trial
- Fiscal.ai7 days
- Broader coverage
- Fiscal.ai29 vs 7 categories
- Mobile app
- CB Insights
- Real-time data
- Fiscal.ai
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | Free • From $39/mo |
Free tier | No | Yes |
Free trial | — | 7 days |
Plan limits | 3 limits: Browser Analyst: pricing: Request pricing, Enterprise Platform: 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: EOD +1 more |
Data partners | — | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more |
Capabilities | — | 6 signals: Custom formulas, Universe builder +4 more |
Security | — | SOC2 and Status page |
| Try it | Visit CB Insights | Visit Fiscal.ai |
Where each one shines
What CB Insights and Fiscal.ai each do best.ShowHide
Where each one shines
What CB Insights and Fiscal.ai each do best.What CB Insights does best
- Research coverage for private and public companies, investors, funding rounds, M&A, business relationships, earnings, markets, and competitive landscapes.
- Company profiles, market analytics, visual dashboards, deal insights, 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.
- AI Copilot, AI summaries, and AI-generated reports to speed up earnings review, filing review, peer comparison, 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.
- Packaged Fiscal Skills in MCP clients for financial pulls, three-statement models, segment and KPI work, comp sets, valuation, industry reports, ownership activity, filing discovery, quality scores, and earnings reactions.
- Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
Every detail we compared
Every tracked attribute for CB Insights and Fiscal.ai, side by side.ShowHide
Every detail we compared
Every tracked attribute for CB Insights and Fiscal.ai, side by side.| 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 | EOD |
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 builderPerformance attributionPortfolio attributionCitation 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.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| 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 | — | 7 days |
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.
Keep researching
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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.