VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View CB InsightsView Portfolio123Back to Home

Head-to-head

CB Insights vs Portfolio123 comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

CB Insights adds Sheets / Excel Add-ins, Acquisitions, Newsletters, and AI coverage that Portfolio123 skips.

Portfolio123 includes Quant, Backtesting, Portfolio, Correlation, Calendar, APIs & SDKs, and Broker Connectors categories that CB Insights omits.

CB Insights highlights: Global company intelligence platform covering private and public companies, investors, deals, and M&A activity., APIs and enterprise data feeds providing structured access to company, funding, and investor datasets., and Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets..

Portfolio123 is known for: Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..

Portfolio123 keeps a free entry point that CB Insights lacks.

CB Insights ships a mobile app. Portfolio123 is web/desktop only.

CB Insights logo

CB Insights

cbinsights.com

An enterprise-grade market intelligence platform covering both private and public companies. CB Insights combines company profiles, deal tracking, and predictive scoring with AI-powered search and visual analytics. APIs and enterprise integrations (Salesforce, Excel, Snowflake, Microsoft 365 Copilot) are available on paid plans. A 10-day free trial is offered for new users.

Platforms

Web
Mobile
API

Pricing

Subscription

Quick highlights

  • Global company intelligence platform covering private and public companies, investors, deals, and M&A activity.
  • APIs and enterprise data feeds providing structured access to company, funding, and investor datasets.
  • Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.
  • Salesforce integration to embed company and investor insights into CRM workflows.
  • Microsoft 365 Copilot Graph Connector to surface CB Insights data directly inside Copilot experiences.

Community votes (overall)

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Portfolio123 logo

Portfolio123

portfolio123.com

Editor’s pick Hands-on review

Quant research and live-deployment platform with point-in-time fundamentals and estimates. Users can screen, backtest, and simulate strategies, then deploy them live with broker integrations. Supports API access and a no-code desktop DataMiner. FactSet or S&P Compustat licenses are required for full historical fundamentals.

Platforms

Web
Desktop
API

Pricing

Free
Subscription

Quick highlights

  • Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
  • Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
  • Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
  • ‘Books’ feature to combine multiple strategies and view correlations between them.
  • Point-in-time fundamentals, estimates, and corporate actions with dividends handled on ex/pay dates (no survivorship bias or look-ahead).

Community votes (overall)

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Overlap

Shared focus areas

3 overlaps

Mutual strengths include Data APIs, Screeners, and Data Visualizations.

Where they differ

CB Insights

Distinct strengths include:

Sheets / Excel Add-ins
Acquisitions
Newsletters
AI
  • Global company intelligence platform covering private and public companies, investors, deals, and M&A activity.
  • APIs and enterprise data feeds providing structured access to company, funding, and investor datasets.
  • Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.
  • Salesforce integration to embed company and investor insights into CRM workflows.

Portfolio123

Distinct strengths include:

Quant
Backtesting
Portfolio
Correlation
Calendar
APIs & SDKs
Broker Connectors
  • Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
  • Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
  • Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
  • ‘Books’ feature to combine multiple strategies and view correlations between them.

Feature-by-feature breakdown

AttributeCB InsightsPortfolio123
Categories

Which research workflows each platform targets

Shared: Data APIs, Screeners, Data Visualizations

Unique: Sheets / Excel Add-ins, Acquisitions, Newsletters, AI

Shared: Data APIs, Screeners, Data Visualizations

Unique: Quant, Backtesting, Portfolio, Correlation, Calendar, APIs & SDKs, Broker Connectors

Asset types

Supported asset classes and universes

Stocks, Other

Stocks, ETFs

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile, API

Web, Desktop, API

Pricing

High-level pricing models

Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Global company intelligence platform covering private and public companies, investors, deals, and M&A activity.
  • APIs and enterprise data feeds providing structured access to company, funding, and investor datasets.
  • Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.
  • Salesforce integration to embed company and investor insights into CRM workflows.
  • Microsoft 365 Copilot Graph Connector to surface CB Insights data directly inside Copilot experiences.
  • Snowflake data delivery with feeds optimized for AI and analytics use cases.

Unique

  • Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
  • Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
  • Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
  • ‘Books’ feature to combine multiple strategies and view correlations between them.
  • Point-in-time fundamentals, estimates, and corporate actions with dividends handled on ex/pay dates (no survivorship bias or look-ahead).
  • Coverage of 15,000+ equities in the U.S., Canada, and Europe, including delisted stocks and spinoffs.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do CB Insights and Portfolio123 both support?

Both platforms cover Data APIs, Screeners, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Portfolio123 offers a free entry point, while CB Insights requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

CB Insights ships a dedicated mobile experience, while Portfolio123 focuses on web or desktop access.

What unique strengths set the two platforms apart?

CB Insights differentiates itself with Global company intelligence platform covering private and public companies, investors, deals, and M&A activity., APIs and enterprise data feeds providing structured access to company, funding, and investor datasets., and Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets., whereas Portfolio123 stands out for Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.