Dividend Data vs Dokta

Comprehensive Spreadsheet Functions

Access over 16 custom formulas designed for in-depth stock analysis directly in your cells. Functions like DIVIDENDDATA_DIVIDENDS, DIVIDENDDATA_RATIOS, and DIVIDENDDATA_QUOTE pull specific data points such as forward yield, ex-dividend dates, P/E ratios, and current price. This turns your spreadsheet into a dynamic, auto-updating research terminal without any coding required.

Extensive Historical Data Library

Gain insights with over 30 years of historical market data for 80,000+ stocks and ETFs. This deep historical context is crucial for analyzing long-term dividend growth trends, financial performance across market cycles, and conducting robust backtesting for investment strategies, all from within your familiar spreadsheet environment.

Dual Platform Compatibility

Seamlessly integrate live financial data into both Google Sheets and Microsoft Excel. The add-ins are officially available on Google Workspace Marketplace and Microsoft AppSource with high user ratings, ensuring a smooth, secure, and reliable experience regardless of your preferred spreadsheet software.

Free Tier with Generous Credits

Start analyzing immediately with a free plan that provides 2,500 credits per month without any trial expiration or credit card required. This allows users to test numerous formulas and tickers, making it an accessible entry point for individual investors before considering higher-tier plans for more extensive data needs.

Automated Invoice Management

Dokta simplifies the invoice process by enabling users to upload any document type, which is then automatically analyzed and classified by the AI. This feature reduces the time spent on manual data entry and ensures accurate invoicing.

Real-Time Cash Flow Tracking

This feature provides users with a clear overview of their financial situation by displaying billed amounts, collected payments, outstanding invoices, and VAT. Users can visualize their cash flow trends over a 12-month period through interactive graphs.

Online Quotes and Acceptance

With Dokta, users can send quotes with a simple acceptance link. This feature allows for a seamless transition from quote to invoice in just one click, streamlining the sales process and improving client experience.

Anomaly Detection

Dokta's smart anomaly detection feature safeguards users by identifying issues such as modified IBANs, duplicate entries, inconsistent VAT, and missing numbering. This added layer of protection ensures document integrity and accuracy.

Automated Dividend Portfolio Tracking

Build a live-tracking dividend portfolio spreadsheet. Automatically import dividend dates, amounts, and yields for all holdings. This allows investors to monitor projected income, track payment schedules, and analyze portfolio yield without manually updating each stock's data, saving hours of maintenance.

Fundamental Stock Analysis and Screening

Perform deep fundamental analysis by pulling financial statements, valuation ratios, and growth metrics for any company. Investors can create custom stock screens by building spreadsheets that compare P/E ratios, payout ratios, or EPS growth across a universe of stocks using live, updated data.

Historical Performance Backtesting

Test investment strategies using three decades of historical price and dividend data. Users can model how a dividend growth strategy would have performed, calculate total returns including reinvested dividends, and assess the volatility of specific stocks or sectors over long time horizons.

Financial Modeling and Forecasting

Enhance financial models with accurate, externally-sourced data. Incorporate real-time metrics like current share price, diluted EPS, and debt-to-equity ratios into discounted cash flow (DCF) models or other valuation spreadsheets, ensuring your assumptions are based on the latest market information.

Freelance IT Consultant

An IT consultant can use Dokta to automate their invoicing process. By generating invoices from their contracts automatically, they can save time and reduce the risk of errors, allowing them to focus more on coding and client work.

Creative Freelancers

Graphic designers and other creative professionals can manage their projects from start to finish using Dokta. From sending a quote to a client and receiving acceptance online, to generating a final invoice, everything is handled smoothly in one platform.

Auto-Entrepreneurs

Auto-entrepreneurs can utilize Dokta to create compliant invoices while keeping track of their cash flow. Alerts for URSSAF deadlines help them stay organized and compliant without unnecessary stress.

Small Business Owners

SMBs can benefit from Dokta's ability to manage client databases and financial data in real-time. By utilizing Dokta, they can ensure accurate cash flow tracking, automate reminders, and easily prepare for accounting needs.

Dividend Data is a powerful financial data platform designed to bring institutional-grade stock market information directly into your spreadsheets. It eliminates the need for complex APIs, coding, or manual copy-pasting by providing over 16 simple custom formulas for Google Sheets and Microsoft Excel. With access to 30+ years of historical data for more than 80,000 global tickers, users can instantly pull critical metrics like dividends, yields, payout ratios, financial statements, earnings, and price history. Built specifically for dividend and fundamental investors by a fellow investor, the tool focuses on delivering the exact data needed for deep analysis. Its standout offering includes a permanently free tier with 2,500 monthly credits, making professional investment research accessible without a high cost. The core value proposition is automation and simplicity: just type a formula and get live, updated data in your spreadsheet within seconds.

Dokta is an AI-powered document management platform specifically designed for freelancers, solo entrepreneurs, auto-entrepreneurs, and small to medium-sized businesses (SMBs). With Dokta, users can effortlessly manage their documents by simply uploading invoices, quotes, or contracts. Within 60 seconds, Dokta's advanced AI engine reads, classifies, and extracts critical data from these documents, optimizing the entire document lifecycle. Users can create professional invoices and quotes, track payments, automate reminders for unpaid invoices, manage contracts and deadlines, and even generate tasks automatically from their documents. This eliminates the hassle of lost files and missed deadlines, allowing users to focus on their core business activities. Moreover, Dokta builds a client database from the uploaded documents, tracks cash flow in real-time, and offers easy CSV exports for accountants. Whether you are a freelance developer, a consultant, or a growing SMB, Dokta integrates document management seamlessly into your operations, supported by a free tier for up to 15 documents per month and paid plans starting at €9 per month. Data security is guaranteed with 100% GDPR compliance and hosting in Europe.

How do I get started with Dividend Data?

Getting started is simple. For Google Sheets, install the add-on from the Google Workspace Marketplace. For Microsoft Excel, install it from Microsoft AppSource. Once installed, you can immediately start using the custom formulas like =DIVIDENDDATA_DIVIDENDS("TICKER") in your spreadsheet. No API key or coding is required.

What is included in the free plan?

The free plan offers 2,500 credits per month, which do not expire. This allows you to use a significant number of data calls to test various functions and tickers. It provides full access to the suite of custom formulas within the credit limit, making it ideal for individual investors and casual users.

What kind of data can I access?

You can access a wide range of data points including dividend information (amount, yield, dates, growth), key financial ratios (P/E, P/B, payout ratio), quote data (price, volume), income statement and balance sheet items, and over 100 other fundamental metrics. The data covers 80,000+ tickers with 30+ years of history.

Does the data update automatically in my spreadsheet?

Yes, the data is live and updates automatically. When you open your spreadsheet or refresh it, the formulas will pull the most current information available from Dividend Data's servers. This ensures your analysis and portfolio tracking are always based on the latest market data.

What types of documents can I manage with Dokta?

Dokta supports a wide range of documents including invoices, quotes, contracts, and any scanned files or PDFs. This versatility makes it a comprehensive solution for document management.

How quickly does Dokta process documents?

Dokta's AI engine analyzes and processes documents in under 60 seconds, providing users with instant insights and allowing them to take action without delay.

Is my data secure with Dokta?

Yes, Dokta is compliant with GDPR regulations and hosts data in Europe via AWS. All data is encrypted using AES-256, ensuring maximum security and privacy for users.

What is the pricing structure for Dokta?

Dokta offers a free tier allowing users to manage up to 15 documents per month. Paid plans start at €9 per month, with various tiers available to suit different business needs, ensuring flexibility and scalability.

Dividend Data is a spreadsheet add-on that provides extensive historical stock market and dividend data directly into Google Sheets and Excel. It falls into the category of financial data tools designed for self-directed investors and analysts. Users often explore alternatives for various reasons, such as budget constraints, specific feature requirements, or compatibility with different platforms like proprietary software or other spreadsheet applications. Needs can vary widely from one investor to the next. When evaluating other options, key considerations include the depth and history of the financial data offered, the ease of integration with your existing workflow, the total cost of ownership, and whether the tool's specialized functions align with your specific investment strategy, such as dividend growth analysis.

Dokta is an AI-powered document management platform designed for freelancers, solo entrepreneurs, auto-entrepreneurs, and small to medium-sized businesses (SMBs). It automates the processing of various documents, including invoices, quotes, and contracts, streamlining their management for users. Many individuals and businesses seek alternatives to Dokta due to factors such as pricing, specific feature requirements, or the need for compatibility with other software platforms. When searching for an alternative, it's essential to evaluate the pricing structure, available features, user experience, customer support, and data security measures. Finding a solution that aligns with your specific document management needs can significantly enhance productivity and efficiency.