VOL. XCIV, NO. 247

★ BEST INVESTING TOOLS COMPARISON ★

NO ADVICE

Thursday, February 19, 2026

Tool Comparison

CB Insights vs YCharts comparison

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

CB Insights logo

CB Insights

cbinsights.com

PricingSubscription
PlatformsWeb, Mobile, API
YCharts logo

YCharts

ycharts.com

PricingSubscription
PlatformsWeb, Desktop
Hands-on review
Top 50 Investing ToolsThe global ranking of the best investing tools, ranked by community votes.

At a glance

Platforms
CB InsightsWeb, Mobile, API
YChartsWeb, Desktop
Categories
CB Insights7
YCharts22
Pricing details

Tool

CB Insights

Starting price

Free tierYes
Free trial10 days

Plans & pricing

Free TrialFree
EnterpriseSubscription

Tool

YCharts

$25/mo

Starting price

Free tierNo
Free trial7 days

Plans & pricing

Analyst$3000/yr
PresenterSubscription
Professional$6300/yr
SMA Data (add-on)$1200/yr
Enhanced Fund Data (Morningstar) (add-on)$600/yr
Bond Data (add-on)$600/yr
Bond Ratings Data (add-on)$600/yr
Alternatives Data (add-on)$600/yr
CapGainsValet (add-on)$300/yr

Vote sentiment comparison

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Platform details

AttributeCB InsightsYCharts
Asset types
StocksOther
StocksETFsMutual FundsClosed-End FundsBondsCryptos
Experience
BeginnerIntermediateAdvanced
IntermediateAdvanced
Regions
North AmericaEuropeAPACLatAmMiddle EastAfrica
Not specified
Data freshness
Not specifiedNot specified
API access
Not specifiedNot specified
Export formats
Not specified
CSVExcelPDF

Coverage overlap

Frequently Asked Questions

What's the difference between CB Insights and YCharts?

CB Insights focuses on Data APIs, Sheets / Excel Add-ins, and Screeners while YCharts specializes in Screeners, Stock Comparison, and ETF Comparison. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

How much do CB Insights and YCharts 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.

Which is better for beginners—CB Insights or YCharts?

CB Insights is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Can I use CB Insights or YCharts on my phone?

CB Insights has a mobile app so you can check your research on the go. YCharts is web-only, so you'll need a browser to access it from mobile devices.

Does CB Insights or YCharts have an API?

CB Insights provides API access for programmatic data retrieval and custom integrations. YCharts doesn't currently offer an API, so you'll need to use their web interface.

Should I choose CB Insights or YCharts?

Choose CB Insights if you need Global company intelligence platform covering private and public companies, investors, deals, and M&A activity., and APIs and enterprise data feeds providing structured access to company, funding, and investor datasets.. Go with YCharts if Annual subscription tiers (Analyst / Presenter / Professional). Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls; prices reflect annual commitment., and Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices). better fits how you invest.

What asset classes do CB Insights and YCharts cover?

Both cover Stocks. CB Insights also includes Other. YCharts adds coverage for ETFs, Mutual Funds, Closed-End Funds, Bonds, and Cryptos.

Can I export data from CB Insights and YCharts?

YCharts supports data exports to CSV, Excel, and PDF. CB Insights has more limited export options.

Which has a better stock screener—CB Insights or YCharts?

Both CB Insights and YCharts include stock screeners. Try each to see which filtering options and interface you prefer.

Can I track my portfolio with CB Insights or YCharts?

YCharts offers portfolio tracking features. CB Insights is more focused on research and analysis.

Keep Exploring

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.