VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View CB Insights View Stock Unlock Back to Home

Head-to-head

CB Insights vs Stock Unlock 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, and Acquisitions coverage that Stock Unlock skips.

Stock Unlock includes Stock Comparison, ETF Overview, ETF Holdings, Portfolio, Watchlist, Dividends, Insider Data, Institutional Data, Scores, Valuation Models, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Alerts, AI Report, Education, and Blogs 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..

Stock Unlock is known for: Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..

Stock Unlock keeps a free entry point that CB Insights lacks.

CB Insights ships a mobile app. Stock Unlock is web/desktop only.

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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Stock Unlock

stockunlock.com

Hands-on review

Global stock and ETF research platform with screeners, valuation tools, customizable charts, and portfolio tracking. The free plan comes with meaningful but tight limits—such as two manual portfolios, one 10-ticker watchlist, and capped screener results—while paid tiers unlock the full feature set. Billing is monthly or yearly, with a 30-day money-back guarantee.

Platforms

Web

Pricing

Free

Subscription

Quick highlights

Coverage of more than 130,000 stocks and ETFs across 65 global exchanges.
Portfolio tracking through manual entry or broker connections (via SnapTrade integration).
Custom watchlists with event notifications and alerts.
Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.
Stock Screener with dozens of filters, plus the ability to compare results by Insights Score.

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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Screeners, Data Visualizations, and Newsletters plus 1 more area.

Where they differ

CB Insights

Distinct strengths include:

Data APIs

Sheets / Excel Add-ins

Acquisitions

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.

Stock Unlock

Distinct strengths include:

Coverage of more than 130,000 stocks and ETFs across 65 global exchanges.
Portfolio tracking through manual entry or broker connections (via SnapTrade integration).
Custom watchlists with event notifications and alerts.
Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.

Feature-by-feature breakdown

Attribute	CB Insights	Stock Unlock
Categories Which research workflows each platform targets	Shared: Screeners, Data Visualizations, Newsletters, AI Unique: Data APIs, Sheets / Excel Add-ins, Acquisitions	Shared: Screeners, Data Visualizations, Newsletters, AI Unique: Stock Comparison, ETF Overview, ETF Holdings, Portfolio, Watchlist, Dividends, Insider Data, Institutional Data, Scores, Valuation Models, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Alerts, AI Report, Education, Blogs
Asset types Supported asset classes and universes	Stocks, Other	Stocks, ETFs
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
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 Coverage of more than 130,000 stocks and ETFs across 65 global exchanges. Portfolio tracking through manual entry or broker connections (via SnapTrade integration). Custom watchlists with event notifications and alerts. Proprietary “Insights Score” summarizing a company’s fundamentals at a glance. Stock Screener with dozens of filters, plus the ability to compare results by Insights Score. Built-in DCF (Discounted Cash Flow) calculator for valuation work.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Yes
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do CB Insights and Stock Unlock both support?

Both platforms cover Screeners, Data Visualizations, Newsletters, 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?

Stock Unlock 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 Stock Unlock 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 Stock Unlock stands out for Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..

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