VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, June 3, 2026
Tool Comparison · Wednesday, June 3, 2026
CB Insights vs ORTEX
CB Insights vs ORTEX: 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
ORTEX
public.ortex.com
Best for short interest, and insider data
- Pricing
- Free • Paid plans available
- Platforms
- Web, Mobile, API
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
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.
- 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.
- You need salesforce integration to embed company and investor insights into crm workflows.
Choose
ORTEX if…
- You want to start free before paying
- You need real-time data, not delayed quotes
- You need short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers.
- You need official u.s. exchange-reported short interest (bi-monthly) and european flagged shorts, alongside lending-based estimates.
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 | ORTEX |
|---|---|---|
Asset types | StocksOther | StocksETFsOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Data freshness | Not specified | Real-timeEnd of Day |
API access | Not specified | REST |
Export formats | Not specified | CSV |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
CB Insights
—
Starting price
Plans & pricing
Tool
ORTEX
$39/mo
Starting price
Plans & pricing
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by CB Insights only.
Categories covered by ORTEX 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 ORTEX?
CB Insights focuses on Data APIs, Sheets / Excel Add-ins, and Screeners while ORTEX specializes in Short Interest, Insider Data, and Quant. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is CB Insights or ORTEX free to use?
ORTEX offers a free tier that lets you get started without paying, while CB Insights requires a subscription. If budget is a concern, start with ORTEX and upgrade later if you need more advanced features.
Do CB Insights and ORTEX 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 ORTEX?
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 ORTEX if Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers., and Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates. better fits how you invest.
What asset classes do CB Insights and ORTEX cover?
Both cover Stocks. CB Insights also includes Other. ORTEX adds coverage for ETFs, and Options.
Does CB Insights or ORTEX have real-time data?
ORTEX 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 ORTEX?
ORTEX supports data exports to CSV. CB Insights has more limited export options.
Which has a better stock screener—CB Insights or ORTEX?
Both CB Insights and ORTEX include stock screeners. Try each to see which filtering options and interface you prefer.
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.