VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, June 3, 2026
Tool Comparison · Wednesday, June 3, 2026
CB Insights vs YCharts
CB Insights vs YCharts: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
CB Insights
cbinsights.com
Best for data apis, and acquisitions
- Pricing
- Subscription
- Platforms
- Web, Mobile, API
YCharts
ycharts.com
Best for stock comparison, and etf comparison
- Pricing
- From $300/yr
- Platforms
- Web, Desktop
Outbound links may include affiliate or sponsor codes.
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’re just getting started and want an approachable UI
- You need global company intelligence platform covering private and public companies, investors, deals, m&a, public-company earnings, and business relationships.
Choose
YCharts if…
- You need annual subscription tiers (analyst / presenter / professional). current plans page directs users to call for pricing; 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.
- You need fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices).
- You need stock & fund screeners, plus comp tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready pdfs.
- You need alerts manager for stocks, funds, and model portfolios; alerts can be based on thousands of metrics and trigger email notifications.
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 | YCharts |
|---|---|---|
Asset types | StocksOther | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Data freshness | Not specified | Not specified |
API access | Not specified | Not specified |
Export formats | Not specified | CSVExcelPDF |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
CB Insights
—
Starting price
Plans & pricing
Tool
YCharts
$25/mo
Starting price
Plans & pricing
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by YCharts 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 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, 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 YCharts if Annual subscription tiers (Analyst / Presenter / Professional). Current plans page directs users to call for pricing; 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., 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.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
Keep Exploring
Global rankings of the highest-rated tools across all categories.
Ranked list of companies with durable competitive advantages.
Proven models entering their growth phase with solid economics.
Track votes, sentiment, and engagement across the community.
Learn moat types, red flags, and real-company examples.
Browse other head-to-head tool comparisons and alternatives.
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.