Tool Comparison
CB Insights vs Koyfin
- Paid from
- On request
- Free plan
- No
- Platforms
- Web, Mobile, API
Best if
- You want an API so you can script or automate things
- You want APIs & data feeds, sheets / excel add-ins, and corporate actions & special situations.
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
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 ETF screeners, custom dashboards, and correlation.
Pick CB Insights if
CB Insights
Contact for pricing · Web · Mobile · API
- You want an API so you can script or automate things
- You want APIs & data feeds, sheets / excel add-ins, and corporate actions & special situations.
Pick Koyfin if
Koyfin
Free • From $468/yr · Web · Mobile
- 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 ETF screeners, custom dashboards, and correlation.
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 Koyfin cover a lot of the same ground (3 shared categories, screeners, data visualizations, and AI research), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to CB Insights's 7, including ETF screeners, custom dashboards, and correlation. CB Insights counters by keeping things simpler.
What readers say
CB Insights
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Koyfin
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Key differences at a glance
- Free plan
- Koyfin
- Broader coverage
- Koyfin20 vs 7 categories
- API access
- CB Insights
- Real-time data
- Koyfin
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 Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
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 $468/yr |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | 3 limits: Browser Analyst: pricing: Request pricing, Strategy Terminal: pricing: Request pricing +1 more | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | — | Yes |
Integrations | Salesforce, Microsoft Excel +6 more | Schwab, Altruist +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +6 more |
Categories covered | 7 | 20 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn |
Data partners | — | 6 partners: S&P Global Market Intelligence, Morningstar +4 more |
Capabilities | — | 7 signals: Universe builder, Broker sync +5 more |
Security | — | 4 signals: SOC2, Data residency: US +2 more |
| Try it | Visit CB Insights | Visit Koyfin |
Standout features
The best features of CB Insights and Koyfin.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 Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
All details
Every attribute we track for CB Insights and Koyfin.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksOther | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Not specified | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-time15-min DelayedEnd of Day |
Data partners | Not specified | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io |
| Access & integrations | ||
Import methods | Not specified | ManualCSVCustodian |
Integrations | SalesforceMicrosoft ExcelMicrosoft 365 CopilotSnowflakeAffinityZapierA2AMCP | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar |
Export formats | Not specified | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Data residency: USEncryption at restEncryption in transit |
Capability signals | Not specified | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting |
Vendor & support | CB Information Services, Inc.Country: United StatesSupport: Email and Phone | Koyfin, Inc.Country: United StatesFounded 2016Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Freewatchlists: 2 · screens: 2 · +5 more |
| Entry paid plan | — | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more |
| Tier 2 | — | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited |
| Tier 3 | — | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more |
| Top plan | — | $3588/yr≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more |
| Custom / enterprise | Contact sales“Browser Analyst”pricing: Request pricing | Contact sales“Teams” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between CB Insights and Koyfin?
CB Insights leans toward APIs & data feeds, sheets / excel add-ins, and screeners, while Koyfin puts more weight on screeners, ETF screeners, and data visualizations. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is CB Insights or Koyfin free to use?
Koyfin has a free tier, so you can get started without paying anything. CB Insights is paid-only. If budget matters, start with Koyfin and see how far it takes you before opening your wallet.
Does CB Insights or Koyfin have an API?
CB Insights has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose CB Insights or Koyfin?
It depends on what you're after. Pick CB Insights if APIs & data feeds and sheets / excel add-ins matter to you; go with Koyfin if you'd rather have ETF screeners and custom dashboards. And if you only need the basics both share, let price decide.
What asset classes do CB Insights and Koyfin cover?
Both cover stocks. CB Insights also handles other. Koyfin adds ETFs, mutual funds, and closed-end funds on top.
Does CB Insights or Koyfin have real-time data?
Koyfin 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 Koyfin?
Koyfin exports to CSV. CB Insights is stingier about getting data out.
Which has a better stock screener: CB Insights or Koyfin?
Both CB Insights and Koyfin 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 Koyfin?
Koyfin handles portfolio tracking. CB Insights is really a research tool; you'd track your portfolio elsewhere.
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