VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Sunday, May 31, 2026
Tool Comparison · Sunday, May 31, 2026
CB Insights vs Wisesheets
CB Insights vs Wisesheets: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
CB Insights
cbinsights.com
Best for data visualizations, and acquisitions
- Pricing
- Subscription
- Platforms
- Web, Mobile, API
Wisesheets
wisesheets.io
Best for portfolio, and financials
- Pricing
- From $60/yr
- Platforms
- Web, Desktop, Other
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Comparison snapshot
Who should choose which?
Choose
CB Insights if…
- You build with APIs or automate workflows
- You need a mobile app for on-the-go research
- You need global company intelligence platform covering private and public companies, investors, deals, m&a, public-company earnings, and business relationships.
- You need feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.
Choose
Wisesheets if…
- You’re a long-term or value-focused investor
- You need excel + google sheets add-on with custom functions (wise, wiseprice, wisefunds, wiseoptions) and a “statement dump” ui to pull statements/metrics into spreadsheets.
- You need data categories include financial statements, key metrics, growth metrics, dividend history, analyst estimates, price targets, live & historical price data, company profile, and etf/fund data.
- You need options chain data via wiseoptions (supports greeks and historical snapshots via a date parameter); a march 2026 company announcement says pro now includes full options-chain coverage.
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| Attribute | CB Insights | Wisesheets |
|---|---|---|
Asset types | StocksOther | StocksETFsMutual FundsOptionsCryptosCurrenciesCommoditiesFuturesOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Data freshness | Not specified | Not specified |
API access | Not specified | Not specified |
Export formats | Not specified | Not specified |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
CB Insights
—
Starting price
Plans & pricing
Tool
Wisesheets
$5/mo
Starting price
Plans & pricing
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by CB Insights only.
Categories covered by Wisesheets only.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between CB Insights and Wisesheets?
CB Insights focuses on Data APIs, Sheets / Excel Add-ins, and Screeners while Wisesheets specializes in Sheets / Excel Add-ins, Screeners, and Portfolio. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
How much do CB Insights and Wisesheets cost?
Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.
Can I use CB Insights or Wisesheets on my phone?
CB Insights has a mobile app so you can check your research on the go. Wisesheets is web-only, so you'll need a browser to access it from mobile devices.
Does CB Insights or Wisesheets have an API?
CB Insights provides API access for programmatic data retrieval and custom integrations. Wisesheets doesn't currently offer an API, so you'll need to use their web interface.
Should I choose CB Insights or Wisesheets?
Choose CB Insights if you need Global company intelligence platform covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships., and Feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.. Go with Wisesheets if Excel + Google Sheets add-on with custom functions (WISE, WISEPRICE, WISEFUNDS, WISEOPTIONS) and a “statement dump” UI to pull statements/metrics into spreadsheets., and Data categories include financial statements, key metrics, growth metrics, dividend history, analyst estimates, price targets, live & historical price data, company profile, and ETF/fund data. better fits how you invest.
What asset classes do CB Insights and Wisesheets cover?
Both cover Stocks, and Other. Wisesheets adds coverage for ETFs, Mutual Funds, Options, Cryptos, Currencies, Commodities, and Futures.
Which has a better stock screener—CB Insights or Wisesheets?
Both CB Insights and Wisesheets include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with CB Insights or Wisesheets?
Wisesheets offers portfolio tracking features. CB Insights is more focused on research and analysis.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.