Tool Comparison
CB Insights vs Reflexivity
- Paid from
- On request
- Free plan
- No
- Platforms
- Web, Mobile, API
Best if
- You do a lot of your research from your phone
- You want sheets / excel add-ins, data visualizations, and corporate actions & special situations.
- You're newer to investing and want something approachable
- Paid from
- $99.99/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want quant, performance attribution, and scenario & stress tests.
Pick CB Insights if
CB Insights
Contact for pricing · Web · Mobile · API
- You do a lot of your research from your phone
- You want sheets / excel add-ins, data visualizations, and corporate actions & special situations.
- You're newer to investing and want something approachable
Pick Reflexivity if
Reflexivity
Free • From $99.99/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want quant, performance attribution, and scenario & stress tests.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
CB Insights and Reflexivity cover a lot of the same ground (3 shared categories, APIs & data feeds, screeners, and AI research), so for the basics you won't go far wrong with either. Reflexivity simply does more: 13 categories to CB Insights's 7, including quant, performance attribution, and scenario & stress tests. CB Insights counters by keeping things simpler.
What readers say
CB Insights
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Reflexivity
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Key differences at a glance
- Free plan
- Reflexivity
- Broader coverage
- Reflexivity13 vs 7 categories
- Mobile app
- CB Insights
- Real-time data
- Reflexivity
- Beginner friendly
- CB Insights
What CB Insights does best
- Research coverage for private and public companies, investors, funding rounds, M&A, business relationships, earnings, markets, and competitive markets.
- Company profiles, market analytics, visual dashboards, deal analysis, and sector tracking to map markets and competitors.
- Mosaic Score and other proprietary measures to evaluate private-company health and growth signals.
- Strategy Terminal, Browser Analyst, ChatCBI, and team-of-agents workflows for AI-assisted scouting, briefs, trend discovery, and market analysis.
- Access to CB Insights data into workflows through Excel, Salesforce, Microsoft 365 Copilot, Snowflake, Zapier, Affinity, A2A, MCP-style, and data-solution integrations where licensed.
What Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | Free • From $99.99/mo |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | 3 limits: Browser Analyst: pricing: Request pricing, Strategy Terminal: pricing: Request pricing +1 more | 7 limits: Basic via IBKR: market coverage: US equities, Basic via IBKR: news sources: Benzinga only +5 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | — | No |
Integrations | Salesforce, Microsoft Excel +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | — | — |
Categories covered | 7 | 13 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | Latency: Real-time and End of Day and Granularity: EOD |
Capabilities | — | 5 signals: Universe builder, Stress tests: Rates, FX, and EquityCrash +3 more |
Security | — | SOC2 |
| Try it | Visit CB Insights | Visit Reflexivity |
Standout features
The best features of CB Insights and Reflexivity.ShowHide
Standout features
What CB Insights does best
- Research coverage for private and public companies, investors, funding rounds, M&A, business relationships, earnings, markets, and competitive markets.
- Company profiles, market analytics, visual dashboards, deal analysis, and sector tracking to map markets and competitors.
- Mosaic Score and other proprietary measures to evaluate private-company health and growth signals.
- Strategy Terminal, Browser Analyst, ChatCBI, and team-of-agents workflows for AI-assisted scouting, briefs, trend discovery, and market analysis.
- Access to CB Insights data into workflows through Excel, Salesforce, Microsoft 365 Copilot, Snowflake, Zapier, Affinity, A2A, MCP-style, and data-solution integrations where licensed.
What Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
All details
Every attribute we track for CB Insights and Reflexivity.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksOther | StocksETFsBondsCommoditiesCurrencies |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Not specified | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
Import methods | Not specified | CSVManual |
Integrations | SalesforceMicrosoft ExcelMicrosoft 365 CopilotSnowflakeAffinityZapierA2AMCP | Not specified |
Export formats | Not specified | Excel |
| Plans & trust | ||
Security & compliance | Not specified | SOC2 |
Capability signals | Not specified | Universe builderStress tests: Rates, FX, and EquityCrashPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News |
Vendor & support | CB Information Services, Inc.Country: United StatesSupport: Email and Phone | Knabble, Inc. (dba Reflexivity)Country: United StatesSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Free“Basic via IBKR”market coverage: US equities · news sources: Benzinga only · +2 more |
| Entry paid plan | — | $99.99/mo“Plus via IBKR”market coverage: Global · alfred queries: Unlimited · +1 more |
| Custom / enterprise | Contact sales“Browser Analyst”pricing: Request pricing | Contact sales“Institutional” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between CB Insights and Reflexivity?
CB Insights leans toward APIs & data feeds, sheets / excel add-ins, and screeners, while Reflexivity puts more weight on screeners, quant, and performance attribution. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is CB Insights or Reflexivity free to use?
Reflexivity has a free tier, so you can get started without paying anything. CB Insights is paid-only. If budget matters, start with Reflexivity and see how far it takes you before opening your wallet.
Which is better for beginners: CB Insights or Reflexivity?
CB Insights is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use CB Insights or Reflexivity on my phone?
CB Insights lists a dedicated mobile app, so it travels better. Reflexivity doesn't list a dedicated mobile app; its documented access is web and API.
Do CB Insights and Reflexivity have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose CB Insights or Reflexivity?
It depends on what you're after. Pick CB Insights if sheets / excel add-ins and data visualizations matter to you; go with Reflexivity if you'd rather have quant and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do CB Insights and Reflexivity cover?
Both cover stocks. CB Insights also handles other. Reflexivity adds ETFs, bonds, and commodities on top.
Does CB Insights or Reflexivity have real-time data?
Reflexivity offers real-time data, which matters if you trade actively. CB Insights runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from CB Insights and Reflexivity?
Reflexivity exports to Excel. CB Insights is stingier about getting data out.
Which has a better stock screener: CB Insights or Reflexivity?
Both CB Insights and Reflexivity include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with CB Insights or Reflexivity?
Reflexivity handles portfolio tracking. CB Insights is really a research tool; you'd track your portfolio elsewhere.
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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.