VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View CB InsightsView Screener.inBack to Home

Head-to-head

CB Insights vs Screener.in comparison

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

Quick takeaways

CB Insights adds Data APIs, Sheets / Excel Add-ins, Acquisitions, and Newsletters coverage that Screener.in skips.

Screener.in includes Watchlist, Alerts, Financials, Institutional Data, News, and AI Chat 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..

Screener.in is known for: Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals., Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI., and Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates..

Screener.in keeps a free entry point that CB Insights lacks.

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.

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Screener.in logo

Screener.in

screener.in

Hands-on review

India’s go-to platform for stock screening and fundamental analysis. Offers a free Hobby Investor plan and a Premium “Active Investor” plan (₹4,999/year). Premium unlocks extras like CSV downloads, industry filters, multiple watchlists, and higher alert limits (up to 800 stock alerts, 75 screen alerts, 50 phrase alerts). Premium users also get priority email delivery and ₹500 in AI credits. Refund window of 48 hours. The Android app extends full functionality to mobile.

Platforms

Web
Mobile

Pricing

Free
Subscription

Quick highlights

  • Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals.
  • Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI.
  • Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates.
  • Stock price alerts available for levels, moving averages, or PE ratios, emailed daily around mid-afternoon IST.
  • Company Announcements section lets you search, filter, and set alerts for new corporate disclosures.

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Overlap

Shared focus areas

3 overlaps

Mutual strengths include Screeners, Data Visualizations, and AI.

Where they differ

CB Insights

Distinct strengths include:

Data APIs
Sheets / Excel Add-ins
Acquisitions
Newsletters
  • 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.

Screener.in

Distinct strengths include:

Watchlist
Alerts
Financials
Institutional Data
News
AI Chat
  • Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals.
  • Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI.
  • Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates.
  • Stock price alerts available for levels, moving averages, or PE ratios, emailed daily around mid-afternoon IST.

Feature-by-feature breakdown

AttributeCB InsightsScreener.in
Categories

Which research workflows each platform targets

Shared: Screeners, Data Visualizations, AI

Unique: Data APIs, Sheets / Excel Add-ins, Acquisitions, Newsletters

Shared: Screeners, Data Visualizations, AI

Unique: Watchlist, Alerts, Financials, Institutional Data, News, AI Chat

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, Mobile

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

  • Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals.
  • Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI.
  • Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates.
  • Stock price alerts available for levels, moving averages, or PE ratios, emailed daily around mid-afternoon IST.
  • Company Announcements section lets you search, filter, and set alerts for new corporate disclosures.
  • Detailed shareholding data, including reverse search of investors holding more than 1% across companies, and the ability to follow favourite investors.
Tested

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Editor pick

Featured inside curated shortlists

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Frequently Asked Questions

Which workflows do CB Insights and Screener.in both support?

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

Which tool offers a free plan?

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

How can you access CB Insights and Screener.in?

Both CB Insights and Screener.in support web and mobile access, making it easy to keep tabs on research away from the desk.

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 Screener.in stands out for Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals., Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI., and Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates..

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Stay on top of related tools

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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.