VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, December 7, 2025

Home My Collections

Tool Comparison

CB Insights vs Wisesheets comparison

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

Quick takeaways

CB Insights adds Data APIs, Data Visualizations, Acquisitions, Newsletters, and AI coverage that Wisesheets skips.

Wisesheets includes Financials, Analyst Forecasts, Options, ETF Overview, Portfolio, Broker Connectors, and Education categories that CB Insights omits.

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

In depth comparison

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

WebMobileAPI

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.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site
Wisesheets logo

Wisesheets

wisesheets.io

Spreadsheet add‑on for Excel & Google Sheets delivering fundamentals, key metrics, analyst estimates, live/historical prices, dividends, ETF/fund fields, options chains/greeks (Elite), plus a built‑in screener and a broker sync (‘Portfolio Connect’) via SnapTrade. Uses Yahoo‑style tickers and emphasizes standardized statements; options data requires the Elite plan. ‘Live’ prices are provided through the add‑ins (not a standalone REST API). For broker syncing, connections are handled by SnapTrade (SOC 2 Type II).

Platforms

WebDesktop

Pricing

Subscription

Quick highlights

  • Excel & Google Sheets add‑ins with custom functions: =WISE() for fundamentals/estimates/segments and =WISEPRICE() for live & historical prices/dividends; =WISEOPTIONS() for option chains and greeks (Elite).
  • ‘Statement Dump’ pulls 19Y annual or 72 quarters of IS/BS/CF plus key & growth metrics; optional ‘SEC as reported’ view for US filers.
  • Built‑in Screener (Elite): filter by market cap, dividend yield, sector, industry, exchange; ‘Get List’ and ‘Get Data’ modes.
  • Coverage across major global exchanges (US, Europe, APAC, LatAm, Middle East, Africa) and OTC; supports ETFs and mutual funds.
  • Portfolio Connect: sync holdings/transactions from 30+ brokers via SnapTrade; daily refresh; IRR/Sharpe/factor‑style views and wash‑sale/tax‑loss hints.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site

Where they differ

CB Insights

Distinct strengths include:

Data APIsData VisualizationsAcquisitionsNewslettersAI
  • 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.

Wisesheets

Distinct strengths include:

FinancialsAnalyst ForecastsOptionsETF OverviewPortfolioBroker ConnectorsEducation
  • Excel & Google Sheets add‑ins with custom functions: =WISE() for fundamentals/estimates/segments and =WISEPRICE() for live & historical prices/dividends; =WISEOPTIONS() for option chains and greeks (Elite).
  • ‘Statement Dump’ pulls 19Y annual or 72 quarters of IS/BS/CF plus key & growth metrics; optional ‘SEC as reported’ view for US filers.
  • Built‑in Screener (Elite): filter by market cap, dividend yield, sector, industry, exchange; ‘Get List’ and ‘Get Data’ modes.
  • Coverage across major global exchanges (US, Europe, APAC, LatAm, Middle East, Africa) and OTC; supports ETFs and mutual funds.

Feature-by-feature breakdown

AttributeCB InsightsWisesheets
Categories

Which research workflows each platform targets

Shared: Sheets / Excel Add-ins, Screeners

Unique: Data APIs, Data Visualizations, Acquisitions, Newsletters, AI

Shared: Sheets / Excel Add-ins, Screeners

Unique: Financials, Analyst Forecasts, Options, ETF Overview, Portfolio, Broker Connectors, Education

Asset types

Supported asset classes and universes

Stocks, Other

Stocks, ETFs, Mutual Funds, Options, Currencies, Commodities, Cryptos

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, Desktop

Pricing

High-level pricing models

Subscription

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

  • Excel & Google Sheets add‑ins with custom functions: =WISE() for fundamentals/estimates/segments and =WISEPRICE() for live & historical prices/dividends; =WISEOPTIONS() for option chains and greeks (Elite).
  • ‘Statement Dump’ pulls 19Y annual or 72 quarters of IS/BS/CF plus key & growth metrics; optional ‘SEC as reported’ view for US filers.
  • Built‑in Screener (Elite): filter by market cap, dividend yield, sector, industry, exchange; ‘Get List’ and ‘Get Data’ modes.
  • Coverage across major global exchanges (US, Europe, APAC, LatAm, Middle East, Africa) and OTC; supports ETFs and mutual funds.
  • Portfolio Connect: sync holdings/transactions from 30+ brokers via SnapTrade; daily refresh; IRR/Sharpe/factor‑style views and wash‑sale/tax‑loss hints.
  • No Wisesheets‑side daily quota; typical Google limits apply (e.g., ~20k requests/day for standard Google accounts, ~100k for paid).
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do CB Insights and Wisesheets both support?

Both platforms cover Sheets / Excel Add-ins, and Screeners workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do CB Insights and Wisesheets require subscriptions?

Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.

Which tool has mobile access?

CB Insights ships a dedicated mobile experience, while Wisesheets 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 Wisesheets stands out for Excel & Google Sheets add‑ins with custom functions: =WISE() for fundamentals/estimates/segments and =WISEPRICE() for live & historical prices/dividends; =WISEOPTIONS() for option chains and greeks (Elite)., ‘Statement Dump’ pulls 19Y annual or 72 quarters of IS/BS/CF plus key & growth metrics; optional ‘SEC as reported’ view for US filers., and Built‑in Screener (Elite): filter by market cap, dividend yield, sector, industry, exchange; ‘Get List’ and ‘Get Data’ modes..

Keep exploring

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

Recommended tools

These profiles share overlapping coverage with both sides of this matchup.

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.