Dividend Data vs Fieldtics

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.

Smart Job Scheduling

Fieldtics offers an intuitive job scheduling feature that allows businesses to efficiently allocate tasks and resources, ensuring that every job is assigned to the right team member at the right time. This feature enables users to visualize their schedules, monitor progress, and adjust assignments as necessary, fostering a proactive approach to service delivery.

Seamless Customer Relationship Management (CRM)

The integrated CRM system within Fieldtics helps businesses manage customer interactions and data throughout the customer lifecycle. This feature enables users to maintain comprehensive customer profiles, track communication history, and analyze customer behavior, ultimately driving better relationships and increased customer satisfaction.

Effortless Invoicing and Payment Processing

Fieldtics streamlines the invoicing process by allowing users to create and send invoices quickly and efficiently. This feature includes customizable invoice templates and supports various payment methods, making it easy for clients to pay their bills, thus improving cash flow and reducing payment delays.

Automated Recurring Invoices

With the new automated recurring invoices feature, Fieldtics simplifies the billing process for ongoing services. Users can set up recurring invoices for regular clients, ensuring timely billing without the need for manual intervention. This automation not only saves time but also enhances the predictability of revenue streams.

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.

Managing a Cleaning Service

A cleaning service company can use Fieldtics to schedule jobs efficiently by assigning cleaners to specific locations, tracking their progress in real-time, and managing customer preferences. This ensures that all client needs are met while optimizing workforce utilization.

Running an Electrical Contracting Business

Electrical contractors can leverage Fieldtics to manage multiple projects simultaneously. With features like job scheduling and CRM, they can keep track of client communications, project timelines, and invoicing, resulting in smoother operations and improved client satisfaction.

Handling Landscaping Projects

Landscaping businesses can benefit from Fieldtics by organizing their projects, tracking expenses, and managing customer relationships all in one place. This allows them to focus on delivering high-quality service while maintaining tight control over their operational costs.

Streamlining HVAC Services

HVAC service providers can utilize Fieldtics to manage appointments, send quotes, and process payments quickly. The ability to automate recurring invoices for maintenance contracts ensures steady revenue and allows technicians to focus on providing excellent service.

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.

Fieldtics is a transformative platform designed to empower service businesses by streamlining their operations amidst the often overwhelming chaos of daily tasks. It serves as an all-in-one solution that integrates essential tools such as job scheduling, customer relationship management, invoicing, and payment processing into a single, easy-to-use interface. This platform is tailored for teams working both in the office and on-site, ensuring that everyone remains connected and synchronized with real-time updates accessible through web and mobile applications. Fieldtics not only allows users to customize dashboards, branding, and menus to reflect their unique business identity but also seamlessly integrates with existing tools to automate workflows and centralize data. By managing leads, customers, projects, time, expenses, and recurring invoices, Fieldtics provides businesses with the clarity and control crucial for sustainable growth and success.

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.

What types of businesses can benefit from Fieldtics?

Fieldtics is designed primarily for service-based businesses across various industries, including cleaning services, electrical contracting, landscaping, and HVAC. Any business that requires job scheduling, CRM, and invoicing can leverage Fieldtics for improved efficiency.

Is there a mobile app available for Fieldtics?

Yes, Fieldtics offers a mobile app that allows users to manage their schedules, communicate with team members, and monitor job progress from anywhere. This ensures that teams remain connected and informed regardless of their location.

How does Fieldtics integrate with other tools?

Fieldtics is built to integrate seamlessly with a variety of existing tools. Users can connect their favorite applications to sync data, automate workflows, and streamline processes, making it easier to manage their entire business ecosystem.

Can I customize Fieldtics to match my business branding?

Absolutely! Fieldtics allows users to customize their dashboards, branding, and menu layouts, ensuring that the platform feels like a natural extension of their business. This personalization helps maintain brand identity and enhances user experience.

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.

Fieldtics is an all-in-one platform designed for service businesses, focusing on streamlining operations such as scheduling, customer management, invoicing, and payment processing. As companies grow and evolve, they often seek alternatives to Fieldtics to explore options that may better fit their unique needs, whether due to pricing constraints, desired features, or specific platform functionalities. Users should look for alternatives that prioritize ease of use, integration capabilities, and scalability to ensure they find a solution that supports their ongoing operational growth and efficiency.