CB Insights vs Roic AI comparison

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.

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.

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.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

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 Roic AI if Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts., and Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights. better fits how you invest.

Both cover Stocks. CB Insights also includes Other. Roic AI adds coverage for ETFs, and Closed-End Funds.

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.

Roic AI supports data exports to CSV, Excel, and JSON. CB Insights has more limited export options.

Both CB Insights and Roic AI include stock screeners. Try each to see which filtering options and interface you prefer.