Dividend Data vs SoloTools

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.

AI-Powered Proposal Generation

Go beyond simple templates. The core AI engine writes full, tailored proposals from a brief description. It generates persuasive executive summaries, detailed scope breakdowns, professional pricing tables, and terms specific to your project type, ensuring every proposal is client-ready and compelling.

AI Section-Level Editing

Refine your proposal with precision. For any section, you can instruct the AI to "Make more persuasive," "Make shorter," "Make more detailed," or "Rewrite in formal tone." This allows for quick, intelligent edits without manual rewriting, maintaining a high standard of quality.

Client Tracking & E-Signatures

Manage the entire proposal lifecycle. Send proposals directly via email with a personal message. Get real-time notifications when a client views your proposal for the first time. Clients can then accept and provide a drawn e-signature directly on the document, streamlining approval.

Proposal Analytics & Automation

Gain insights to win more deals. Track your proposal funnel from sent to viewed to signed. See conversion rates and average close times. Automate follow-ups with reminder emails and create urgency by setting proposal expiry dates, so you never have to chase clients manually.

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 Web Designers & Developers

Quickly generate detailed proposals for website projects. Input client goals, budget, and features needed. AI creates a scope with phases like Discovery, UI/UX Design, and Development, complete with timelines and itemized pricing, presenting a professional front to win redesign or build contracts.

Independent Marketing Consultants

Streamline proposal creation for SEO, content, or social media campaigns. Describe the client's objectives and target audience. The AI drafts a proposal with a strategy overview, key deliverables, performance metrics, and investment breakdown, helping consultants secure retainer or project-based work efficiently.

Solo Business & Strategy Consultants

Propose high-value consulting engagements with ease. Input the business challenge and desired outcomes. SoloTools generates a structured proposal with an executive summary, methodology, project phases, and a clear fee structure, enabling consultants to focus on strategy rather than document formatting.

Creative Professionals (Writers, Designers)

Turn project discussions into formal agreements instantly. For a branding or copywriting project, provide the core requirements. The AI outputs a proposal outlining creative deliverables, revision cycles, pricing, and copyright terms, protecting the professional and setting clear expectations with the client.

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.

SoloTools is an AI-powered proposal generator built for freelancers and independent consultants. It transforms the time-consuming, often daunting task of creating client proposals into a process that takes seconds. Users simply input basic project details like client name, project type, budget, and scope notes. In about 30 seconds, the AI crafts a complete, professional proposal. This includes a compelling executive summary, detailed scope of work, clear pricing breakdown, realistic timeline, and standard terms. The tool is designed for busy solo professionals who want to appear more polished, save countless hours, and win more business by streamlining their client interactions. Beyond generation, SoloTools provides a full workflow: send proposals via email, track when clients view them, and collect legally-binding e-signatures directly on the platform. With a free tier offering three proposals per month, it's a risk-free way to enhance your proposal process and close deals faster.

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 the AI proposal generator work?

You provide basic project details: client name, project type, budget, and a few scope notes. Our AI analyzes this input and generates a complete, structured proposal in about 12 seconds. It creates all standard sections, including an executive summary, detailed scope of work, pricing table, timeline, and terms and conditions.

Is there a free plan?

Yes. SoloTools offers a completely free plan that includes 3 proposals per month at no cost. You do not need a credit card to sign up. This plan allows you to test the full AI generation, editing, and sharing features to see if it fits your workflow before upgrading.

How do clients sign the proposal?

You send the proposal via email directly from SoloTools. The client receives a link to a professional, branded proposal page. They can review it and, to accept, draw their signature directly on the document using their mouse or finger (on touch devices). This creates a legally-binding e-signature.

Can I edit the proposals the AI creates?

Absolutely. Every part of the AI-generated proposal is fully editable. You can manually change any text. More powerfully, you can use AI commands per section to rewrite, shorten, or make text more persuasive. This ensures the final document perfectly matches your voice and the project's specifics.

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.

SoloTools is an AI-powered proposal generator in the business and finance software category. It helps freelancers and independent consultants quickly create professional client proposals by automating the drafting process. Users often seek alternatives for various reasons. This can include needing different pricing structures, more advanced features like CRM integration, or a platform that caters to larger teams. Some may require more extensive customization or specific industry templates not offered by their current tool. When evaluating alternatives, consider your core needs. Key factors include the quality of AI output, ease of editing, pricing transparency, and available integrations. Also, assess the level of branding control, collaboration features for teams, and the depth of analytics to track proposal performance.