VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
CB Insights vs Trendlyne
Pick CB Insights if
CB Insights
Contact for pricing · Web · Mobile · API
- You want an API so you can script or automate things
- You want APIs & data feeds, newsletters, and AI research.
Pick Trendlyne if
Trendlyne
Free • Paid plans available · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want analyst forecasts, analyst ratings & price targets, and options.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
CB Insights and Trendlyne cover a lot of the same ground (4 shared categories, including sheets / excel add-ins, screeners, and data visualizations), so for the basics you won't go far wrong with either. Trendlyne simply does more: 22 categories to CB Insights's 7, including analyst forecasts, analyst ratings & price targets, and options. CB Insights counters by keeping things simpler.
What readers say
CB Insights
No votes yet. Cast the first one.
Trendlyne
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Key differences at a glance
- Free plan
- Trendlyne
- Broader coverage
- Trendlyne22 vs 7 categories
- API access
- CB Insights
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | Free • Paid plans available |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | 3 limits: Browser Analyst: pricing: Request pricing, Enterprise Platform: pricing: Request pricing +1 more | 22 limits: GuruQ (Annual): data downloader: 2,000 rows, GuruQ (Annual): screener alerts: 75 active, daily +20 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | — | Yes |
Integrations | Salesforce, Microsoft Excel +6 more | Zerodha, Angel One +7 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | — |
Categories covered | 7 | 22 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | APAC, North America |
| Data & capabilities | ||
Data quality | — | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Capabilities | — | 6 signals: Custom formulas, Universe builder +4 more |
| Try it | Visit CB Insights | Visit Trendlyne |
Where each one shines
What CB Insights and Trendlyne each do best.ShowHide
Where each one shines
What CB Insights and Trendlyne each do best.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 Trendlyne does best
- Screening for Indian and global stocks with 1,000+ parameters, prebuilt strategies, and screener alerts that become more frequent on higher tiers.
- DVM score to review durability, valuation, and momentum, with historical charts and CSV/XLS export where plan access supports it.
- Backtest strategies and individual stocks, with annual backtest allowances varying materially by plan.
- Review Forecaster consensus estimates for revenue, EPS, profit, dividends, cash flow, capex, and related forecast data.
- Tracking corporate actions and event calendars for India and U.S. markets, including dividends, splits, M&A, board meetings, and alerts.
Every detail we compared
Every tracked attribute for CB Insights and Trendlyne, side by side.ShowHide
Every detail we compared
Every tracked attribute for CB Insights and Trendlyne, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksOther | StocksMutual FundsOptionsFutures |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | APACNorth America |
Coverage details | Not specified | Countries: IN and US4 exchangesIdentifiers: Ticker and ISIN |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
Import methods | Not specified | CSVBrokerOAuthManual |
Integrations | SalesforceMicrosoft ExcelMicrosoft 365 CopilotSnowflakeAffinityZapierA2AMCP | ZerodhaAngel OneIIFL Securities5PaisaMotilal OswalFyersDhanMicrosoft Excel+1 more |
Export formats | Not specified | CSVExcelPDFImage |
| Plans & trust | ||
Capability signals | Not specified | Custom formulasUniverse builderMulti-leg optionsGreeksBroker syncAI summaries: Transcripts |
Vendor & support | CB Information Services, Inc.Country: United StatesSupport: Email and Phone | Giskard Datatech Private LimitedCountry: IndiaSupport: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | — | Free |
| Entry paid plan | — | INR 2190/yr“GuruQ (Annual)”data downloader: 2,000 rows · screener alerts: 75 active, daily · +3 more |
| Tier 2 | — | INR 5900/yr“StratQ (Annual)”data downloader: Unlimited · screener alerts: 300 active, 15-minute frequency · +3 more |
| Tier 3 | — | INR 7500/yr“Pro (Global Annual)”data downloader: 2,000 rows · screener alerts: 75 active, daily · +3 more |
| Tier 4 | — | INR 10000/yr“Pro Plus (Global Annual)”data downloader: Unlimited · screener alerts: 300 active, 15-minute frequency · +3 more |
| Top plan | — | INR 299/mo“MCP Pro”tool calls per day: 400 · tool calls per month: 2,000 |
| Custom / enterprise | Contact sales“Browser Analyst”pricing: Request pricing | — |
Questions we keep getting
What's the difference between CB Insights and Trendlyne?
CB Insights leans toward APIs & data feeds, sheets / excel add-ins, and screeners, while Trendlyne puts more weight on screeners, analyst forecasts, and analyst ratings & price targets. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is CB Insights or Trendlyne free to use?
Trendlyne has a free tier, so you can get started without paying anything. CB Insights is paid-only. If budget matters, start with Trendlyne and see how far it takes you before opening your wallet.
Does CB Insights or Trendlyne have an API?
CB Insights has an API for programmatic access and custom integrations. Trendlyne doesn't, so you're working through its interface.
Should I choose CB Insights or Trendlyne?
It depends on what you're after. Pick CB Insights if APIs & data feeds and newsletters matter to you; go with Trendlyne if you'd rather have analyst forecasts and analyst ratings & price targets. And if you only need the basics both share, let price decide.
What asset classes do CB Insights and Trendlyne cover?
Both cover stocks. CB Insights also handles other. Trendlyne adds mutual funds, options, and futures on top.
Can I export data from CB Insights and Trendlyne?
Trendlyne exports to CSV and Excel. CB Insights is stingier about getting data out.
Which has a better stock screener: CB Insights or Trendlyne?
Both CB Insights and Trendlyne 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 Trendlyne?
Trendlyne handles portfolio tracking. CB Insights is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.