Dividend Data vs Invoice Guru

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.

Instant Invoice Creation

Create and send professional invoices in under a minute. Simply input your client's details and items, and Invoice Guru automatically adds your logo, VAT, payment terms, and due date.

Automatic Invoice Numbering

Invoices are automatically numbered and dated according to your fiscal year settings, ensuring organized record-keeping without manual effort.

OCR Receipt Scanner (AI)

Use the AI-driven OCR receipt scanner to snap a photo of your receipts. The app reads the details and saves them as expense entries, eliminating the need for manual data entry and saving valuable time.

Smart Payment Tracking

Automatically match incoming bank transactions with unpaid invoices. This feature provides clear visibility on which clients have paid and which invoices are overdue, streamlining your cash flow management.

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.

On-Site Invoicing for Tradespeople

Tradespeople can create and send invoices immediately after completing a job, enhancing customer satisfaction by providing instant billing and reducing payment delays.

Expense Management for Small Businesses

Small business owners can effortlessly track expenses using the OCR receipt scanning feature, allowing them to focus on growth without getting bogged down by paperwork.

Compliance with Tax Regulations

Professionals can rest easy knowing that Invoice Guru is designed to meet HMRC compliance standards and adapt to future regulations, allowing users to focus on their work instead of worrying about compliance issues.

Custom Branding for Professional Image

Businesses can personalize invoices with their own branding, including logos and company information, ensuring a professional presentation that enhances credibility with clients.

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.

Invoice Guru is a cutting-edge mobile-first invoicing application designed specifically for tradespeople and small service businesses. Unlike conventional desktop invoicing tools, Invoice Guru enables professionals like painters, plumbers, electricians, and cleaners to swiftly create and send invoices directly from their mobile devices. This application is engineered for both speed and simplicity, allowing users to generate invoices in less than 60 seconds, thereby minimizing the time spent on administrative tasks. Key features include automatic accountant reports for efficient bookkeeping, seamless bank integration for easy payment tracking, and OCR receipt scanning to simplify expense management. Additionally, Invoice Guru is designed with future regulations in mind, ensuring compliance with HMRC in the UK and KSeF in Poland without the need for users to switch tools as legislation evolves. Created by a tradesperson, this app effectively addresses the everyday challenges of running a small business, making it an essential tool for busy professionals seeking efficiency and compliance.

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.

How does Invoice Guru ensure compliance with UK tax regulations?

Invoice Guru is designed to meet HMRC compliance standards. It automatically generates reports and invoices that adhere to current regulations, ensuring users remain compliant without additional effort.

Can I use Invoice Guru internationally?

Yes, Invoice Guru supports multiple languages and currencies, making it suitable for international business operations. This feature allows users to adapt their invoicing processes as needed based on their location.

Is there a free trial available for Invoice Guru?

Yes, Invoice Guru offers a 10-day free trial along with a free plan for users who want to start invoicing without financial commitment. This allows potential users to explore the app's features before subscribing.

What types of payments can I accept through Invoice Guru?

Invoice Guru enables users to accept payments via bank transfers, PayPal, and Stripe, providing flexibility in how clients can settle their invoices. This variety enhances convenience for both businesses and their customers.

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.

Invoice Guru is a mobile-first invoicing application specifically designed for tradespeople and small service businesses in the UK. It simplifies the invoicing process, enabling users to create and send compliant invoices in under a minute, directly from their mobile devices. Users often seek alternatives due to factors such as pricing, feature sets, platform compatibility, and specific business needs. When choosing an alternative, it's crucial to consider the app's ease of use, compliance with regulations, integration capabilities, and support for mobile functionality, ensuring it aligns with the demands of on-site professionals.