CB Insights adds Screeners, Acquisitions, Newsletters, and AI coverage that QuickFS skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Tuesday, October 28, 2025
Tool Comparison
CB Insights vs QuickFS comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
QuickFS includes Financials, and APIs & SDKs categories that CB Insights omits.
QuickFS keeps a free entry point that CB Insights lacks.
CB Insights ships a mobile app. QuickFS is web/desktop only.
In depth comparison
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
WebMobileAPI
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.
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QuickFS
quickfs.net
Global fundamentals platform focused on long‑history financial statements and ratios. Free tier gives on‑site annual data (10y). Premium and API unlock 20‑year histories, quarterly/TTM, bulk CSV/Excel exports, and programmatic access. Strong for modeling, valuation and screening in Excel or via REST; does not offer broker sync, risk, or options analytics.
Platforms
WebAPIDesktop
Pricing
FreeSubscription
Quick highlights
- 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks.
- Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online).
- Public REST API for fundamentals, market data, and company metadata; batch requests supported.
- One‑click Excel/CSV exports and bulk database downloads (full‑universe CSV files).
- Ticker format with country suffix (e.g., AAPL:US) and global coverage across U.S., Canada, Europe, Australia, and more.
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Where they differ
CB Insights
Distinct strengths include:
- 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.
QuickFS
Distinct strengths include:
- 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks.
- Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online).
- Public REST API for fundamentals, market data, and company metadata; batch requests supported.
- One‑click Excel/CSV exports and bulk database downloads (full‑universe CSV files).
Feature-by-feature breakdown
| Attribute | CB Insights | QuickFS |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data APIs, Sheets / Excel Add-ins, Data Visualizations Unique: Screeners, Acquisitions, Newsletters, AI | Shared: Data APIs, Sheets / Excel Add-ins, Data Visualizations Unique: Financials, APIs & SDKs |
Asset types Supported asset classes and universes | Stocks, Other | Stocks |
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, API, Desktop |
Pricing High-level pricing models | Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do CB Insights and QuickFS both support?
Both platforms cover Data APIs, Sheets / Excel Add-ins, 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?
QuickFS 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 QuickFS 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 QuickFS stands out for 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks., Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online)., and Public REST API for fundamentals, market data, and company metadata; batch requests supported..
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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.