VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Thursday, February 19, 2026
Tool Comparison
CB Insights vs Portfolio123 comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Portfolio123
portfolio123.com
At a glance
Tool
CB Insights
—
Starting price
Plans & pricing
Tool
Portfolio123
$25/mo
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | CB Insights | Portfolio123 |
|---|---|---|
Asset types | StocksOther | StocksETFsClosed-End Funds |
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 | JSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by CB Insights only.
Categories covered by Portfolio123 only.
Frequently Asked Questions
What's the difference between CB Insights and Portfolio123?
CB Insights focuses on Data APIs, Sheets / Excel Add-ins, and Screeners while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is CB Insights or Portfolio123 free to use?
Portfolio123 offers a free tier that lets you get started without paying, while CB Insights requires a subscription. If budget is a concern, start with Portfolio123 and upgrade later if you need more advanced features.
Can I use CB Insights or Portfolio123 on my phone?
CB Insights has a mobile app so you can check your research on the go. Portfolio123 is web-only, so you'll need a browser to access it from mobile devices.
Do CB Insights and Portfolio123 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 Portfolio123?
Choose CB Insights if you need Global company intelligence platform covering private and public companies, investors, deals, and M&A activity., and APIs and enterprise data feeds providing structured access to company, funding, and investor datasets.. Go with Portfolio123 if Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., and Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems. better fits how you invest.
What asset classes do CB Insights and Portfolio123 cover?
Both cover Stocks. CB Insights also includes Other. Portfolio123 adds coverage for ETFs, and Closed-End Funds.
Does CB Insights or Portfolio123 have real-time data?
Portfolio123 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 CB Insights or Portfolio123 connect to my broker?
Portfolio123 connects with brokers for portfolio syncing. CB Insights requires manual portfolio entry or data import.
Which has a better stock screener—CB Insights or Portfolio123?
Both CB Insights and Portfolio123 include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with CB Insights or Portfolio123?
Portfolio123 offers portfolio tracking features. CB Insights is more focused on research and analysis.
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.