Dividend Data vs Invoice Guru

Comprehensive Spreadsheet Integration

Dividend Data seamlessly integrates directly into your existing workflow within Google Sheets and Microsoft Excel via dedicated add-ins. This feature requires no API keys, coding knowledge, or complex setup. You gain access to a suite of over 16 custom functions that pull live data directly into your cell formulas. This transforms static spreadsheets into dynamic, auto-updating financial models and dashboards, saving countless hours of manual data entry and ensuring your analysis is always based on the most current information available.

Extensive Historical & Fundamental Data Library

Access a deep well of financial information spanning more than three decades for a global universe of 80,000+ stocks and ETFs. The library is meticulously built for fundamental analysis, covering dividend-specific metrics (ex-dates, payment dates, growth rates), full financial statements (income, balance sheet, cash flow), valuation and profitability ratios (P/E, P/B, ROE), and detailed price history. This depth allows investors to perform rigorous back-testing, analyze long-term trends, and make informed decisions based on comprehensive historical context.

Built-for-Purpose Dividend Investor Tools

The product is specifically engineered with dividend-focused metrics at its core. Functions are designed to instantly retrieve forward dividends, yields, payout ratios, and dividend growth histories. This specialized focus means investors can quickly screen for income stability, assess dividend safety, and model future income streams without having to manually calculate these figures from raw data, streamlining the entire research process for income-generating portfolios.

Free Tier with Perpetual Access

Dividend Data fosters long-term user growth by offering a genuinely free starting point. The free plan provides 2,500 credits per month without any trial expiration date, allowing new investors to explore the platform's capabilities, build small models, and integrate data into their process at zero cost. This low-barrier entry encourages skill development and demonstrates tangible value, creating a natural pathway for users to evolve into power users who may later choose to upgrade for higher-volume needs.

Instant Invoice Creation

Users can create and send professional invoices in less than a minute. The feature allows the addition of business logos, VAT, payment terms, and due dates automatically, ensuring a polished presentation with minimal effort.

Automatic Invoice Numbering

Invoices are numbered and dated automatically according to fiscal year settings, which not only helps maintain organization but also ensures that users stay compliant with accounting standards.

OCR Receipt Scanner (AI)

This feature allows users to snap a photo of their receipts, and the AI technology reads all relevant details to save it as an expense entry, eliminating the need for manual data entry and reducing time spent on bookkeeping.

Smart Payment Tracking

Invoice Guru automatically matches incoming bank transactions with unpaid invoices, providing users with real-time visibility of their financial status. This feature ensures that users can easily identify which clients have paid and which invoices remain outstanding.

Automated Dividend Portfolio Tracking

Investors can build a master portfolio tracker that automatically updates key metrics. By using formulas to pull current prices, dividend yields, and annual income per holding, you can create a live dashboard that shows total portfolio value, projected annual dividend income, and average portfolio yield without ever manually looking up a stock price or dividend announcement again.

Fundamental Stock Screening & Analysis

Quickly screen and analyze potential investments by building custom filters in a spreadsheet. Use functions to pull P/E ratios, debt-to-equity, ROIC, and dividend growth rates for a list of tickers. This allows for rapid comparison of financial health and valuation across dozens of companies to identify those that meet specific, rigorous investment criteria for further due diligence.

Historical Performance Back-testing

Test investment strategies or analyze a company's historical financial resilience. With 30+ years of data, you can pull annual revenue, EPS, and dividend payments into a sheet to chart long-term trends, calculate compounded dividend growth rates, or see how key ratios have changed through different market cycles, providing evidence-based context for future expectations.

Dynamic Financial Model Creation

Create sophisticated discounted cash flow (DCF) or dividend discount models (DDM) that use live data inputs. Instead of hard-coding assumptions, link your model directly to Dividend Data functions for current EPS, growth estimates, and risk-free rates. This ensures your valuation models are always up-to-date and can be recalculated instantly with new data.

On-Site Invoicing

Tradespeople can generate and send invoices immediately after completing a job while still on-site. This instant invoicing capability ensures faster payment and improves cash flow for small businesses.

Expense Management

With the OCR receipt scanner, users can efficiently manage their expenses by scanning receipts on the go. This feature simplifies the tracking of business expenditures and reduces the administrative burden associated with manual entry.

Client Communication

Invoice Guru allows users to send invoices and quotes directly via email from their mobile devices, facilitating seamless communication with clients. This feature is particularly beneficial for those who need to respond quickly to client inquiries.

Compliance Updates

With built-in compliance features for regulations like UK MTD and Poland's KSeF, Invoice Guru provides users with the security of knowing they are adhering to necessary legal requirements. This is particularly valuable for businesses that operate in multiple countries.

Dividend Data is the definitive toolkit for the modern, self-directed investor, designed to bridge the gap between sophisticated financial analysis and practical, everyday use. It transforms your familiar spreadsheet environment—Google Sheets or Microsoft Excel—into a powerful, live-connected research terminal. The core mission is to eliminate the tedious, error-prone manual work of data gathering. Instead of copying, pasting, and constantly updating figures from disparate sources, you simply type intuitive custom formulas like =DIVIDENDDATA_DIVIDENDS("TICKER") to instantly pull in accurate, institutional-grade data. Built by a dividend investor for dividend and fundamental investors, it provides direct access to over 30 years of historical data for more than 80,000 tickers. This includes dividends, yields, payout ratios, growth rates, complete financial statements, key ratios, price history, and over 100 other essential metrics. The product evolves with your investing journey, starting with a generous free tier of 2,500 monthly credits that never expires, allowing you to build a foundational analysis practice without cost or commitment, and scaling to meet the needs of advanced portfolio management and deep-dive research.

Invoice Guru is a mobile-first invoicing application specifically designed to cater to the unique needs of tradespeople and small service businesses. Traditional invoicing tools often prioritize desktop usability, which can be cumbersome for professionals who are frequently on the move, such as painters, plumbers, and electricians. Invoice Guru enables users to create, send, and manage invoices directly from their smartphones, significantly enhancing convenience and efficiency. The app stands out by allowing users to generate invoices in just 60 seconds, thereby minimizing time spent on administrative tasks. Additional features include automatic accountant reports, secure bank integration for payment matching, and AI-powered OCR receipt scanning for streamlined expense management. Designed with compliance in mind, Invoice Guru adheres to evolving regulations such as UK MTD and Poland's KSeF, ensuring that tradespeople can focus on their work with peace of mind. Created by a tradesperson, Invoice Guru is a solution that truly understands the day-to-day challenges of running a small business.

How does the free tier work and what are credits?

The free tier provides 2,500 credits every month, which renew automatically. Each data point retrieved by a formula (e.g., one cell with a price, a dividend yield, or an EPS figure) typically costs one credit. This allows for substantial usage for individual investors tracking a personal portfolio or conducting periodic research. There is no expiration on this free plan, so you can use it indefinitely.

Do I need to know how to code or set up an API?

Absolutely not. Dividend Data requires zero coding knowledge. You simply install the add-in for Google Sheets or Microsoft Excel from their respective marketplaces. Once installed, you can immediately start using the custom formulas like =DIVIDENDDATA_QUOTE("AAPL", "price") directly in your spreadsheet cells—no API keys or technical configuration is needed.

What kind of data can I access with the spreadsheet functions?

You can access a vast array of data points tailored for fundamental and dividend analysis. This includes real-time quotes, 30+ years of dividend history (dates, amounts), forward dividend metrics, complete financial statements (income, balance sheet, cash flow), key ratios (P/E, P/B, ROE), per-share metrics, and basic company information. Over 100 specific metrics are available through intuitive formula syntax.

Does it work in both Google Sheets and Microsoft Excel?

Yes, Dividend Data is fully functional in both major spreadsheet platforms. There is a dedicated Google Sheets add-on available in the Google Workspace Marketplace and a separate Microsoft Excel add-in available in the Microsoft AppSource store. The core set of functions and data access is consistent across both applications.

How fast can I create an invoice with Invoice Guru?

You can create an invoice in just 60 seconds, making it one of the quickest invoicing solutions available for tradespeople and small service businesses.

Is Invoice Guru compliant with tax regulations?

Yes, Invoice Guru is designed to be 100% tax compliant and is built with future regulations in mind, including UK MTD and Poland’s KSeF.

Can I use Invoice Guru for international transactions?

Absolutely. Invoice Guru supports multiple currencies and languages, making it suitable for international business operations.

What payment methods does Invoice Guru support?

The app allows for various payment options, including bank transfers and PayPal, ensuring that you can get paid through the method that works best for you.

Dividend Data is a specialized financial data tool designed for fundamental and dividend investors. It provides direct spreadsheet integration, allowing users to pull decades of historical market data into Google Sheets and Excel with simple formulas. Users often explore alternatives for various reasons, such as budget constraints, the need for different feature sets like technical analysis or broader market coverage, or compatibility with other platforms like Python or dedicated trading software. The search for the right tool is a natural step in an investor's growth as their strategy and data demands evolve. When evaluating options, consider your core workflow. Key factors include the depth and reliability of historical data, ease of integration with your existing spreadsheets, transparent and scalable pricing, and whether the tool's focus aligns with your investment philosophy, be it dividends, value, or growth investing.

Invoice Guru is a mobile invoicing app specifically designed for UK tradespeople and small service businesses, allowing users to create compliant invoices in under a minute. As the demand for efficient and user-friendly invoicing solutions grows, many users seek alternatives due to factors such as pricing structures, desired features, or platform compatibility. Choosing the right alternative requires careful consideration of the specific needs of your business, including ease of use, integration capabilities, and overall functionality to ensure it aligns with your operational goals. When exploring alternatives, prioritize options that streamline invoicing processes, offer robust support for financial management, and accommodate any unique compliance requirements your business may face. Look for features that enhance productivity and simplify administrative tasks, allowing you to focus on delivering quality services to your clients.