VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, June 3, 2026
Tool Comparison · Wednesday, June 3, 2026
CB Insights vs Perplexity Finance
CB Insights vs Perplexity Finance: 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
Perplexity Finance
Pickperplexity.ai
Best for watchlist, and news
- Pricing
- Free • From $20/mo
- 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
Perplexity Finance if…
- You want to start free before paying
- You actively trade and need real-time tooling
- You’re a long-term or value-focused investor
- You need real-time data, not delayed quotes
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 | Perplexity Finance |
|---|---|---|
Asset types | StocksOther | StocksETFsMutual FundsCryptosOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaAPAC |
Data freshness | Not specified | Real-time |
API access | Not specified | REST |
Export formats | Not specified | Not specified |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
CB Insights
—
Starting price
Plans & pricing
Tool
Perplexity Finance
$20/mo
Starting price
Plans & pricing
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by CB Insights only.
Categories covered by Perplexity Finance 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 Perplexity Finance?
CB Insights focuses on Data APIs, Sheets / Excel Add-ins, and Screeners while Perplexity Finance specializes in Screeners, Watchlist, and Data Visualizations. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is CB Insights or Perplexity Finance free to use?
Perplexity Finance offers a free tier that lets you get started without paying, while CB Insights requires a subscription. If budget is a concern, start with Perplexity Finance and upgrade later if you need more advanced features.
Do CB Insights and Perplexity Finance 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 Perplexity Finance?
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 Perplexity Finance if Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges., and Real-time newswire feeds for equities and markets, with headline → full story and related coverage. better fits how you invest.
What asset classes do CB Insights and Perplexity Finance cover?
Both cover Stocks. CB Insights also includes Other. Perplexity Finance adds coverage for ETFs, Mutual Funds, Cryptos, and Options.
Does CB Insights or Perplexity Finance have real-time data?
Perplexity Finance 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.
Is CB Insights or Perplexity Finance better for day trading?
Perplexity Finance is built with active traders in mind, offering features like real-time data and technical analysis. CB Insights is better suited for buy-and-hold investors focused on fundamentals.
Which has a better stock screener—CB Insights or Perplexity Finance?
Both CB Insights and Perplexity Finance include stock screeners. Try each to see which filtering options and interface you prefer.
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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.