VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Sunday, May 31, 2026
Tool Comparison · Sunday, May 31, 2026
CB Insights vs Roic AI
CB Insights vs Roic AI: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
CB Insights
cbinsights.com
Best for data visualizations, and acquisitions
- Pricing
- Subscription
- Platforms
- Web, Mobile, API
Roic AI
Pickroic.ai
Best for financials, and transcripts
- Pricing
- Free • Paid plans available
- Platforms
- Web, API
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
CB Insights if…
- You need a mobile app for on-the-go research
- 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.
Choose
Roic AI if…
- You want to start free before paying
- You need real-time data, not delayed quotes
- You need company pages combine business summaries with 30+ years of financial statements and earnings call transcripts.
- You need api docs list 60,000+ tickers, 70+ exchanges, 29 endpoints, json responses, and spreadsheet-ready tsv/excel output.
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 | Roic AI |
|---|---|---|
Asset types | StocksOther | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | Not specified | Real-timeEnd of Day |
API access | Not specified | REST |
Export formats | Not specified | CSVExcelJSON |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
CB Insights
—
Starting price
Plans & pricing
Tool
Roic AI
$21/mo
Starting price
Plans & pricing
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by CB Insights 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 Roic AI?
CB Insights focuses on Data APIs, Sheets / Excel Add-ins, and Screeners while Roic AI specializes in Financials, Transcripts, and News. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is CB Insights or Roic AI free to use?
Roic AI offers a free tier that lets you get started without paying, while CB Insights requires a subscription. If budget is a concern, start with Roic AI and upgrade later if you need more advanced features.
Can I use CB Insights or Roic AI on my phone?
CB Insights has a mobile app so you can check your research on the go. Roic AI is web-only, so you'll need a browser to access it from mobile devices.
Do CB Insights and Roic AI 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 Roic AI?
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 Roic AI if Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts., and API docs list 60,000+ tickers, 70+ exchanges, 29 endpoints, JSON responses, and spreadsheet-ready TSV/Excel output. better fits how you invest.
What asset classes do CB Insights and Roic AI cover?
Both cover Stocks. CB Insights also includes Other. Roic AI adds coverage for ETFs, and Closed-End Funds.
Does CB Insights or Roic AI have real-time data?
Roic AI 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 I export data from CB Insights and Roic AI?
Roic AI supports data exports to CSV, Excel, and JSON. CB Insights has more limited export options.
Which has a better stock screener—CB Insights or Roic AI?
Both CB Insights and Roic AI include stock screeners. Try each to see which filtering options and interface you prefer.
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.