Dividend Data vs Dokta

Comprehensive Spreadsheet Functions

Dividend Data provides 16 custom functions that cover every essential data point for fundamental analysis. Simply type formulas like =DIVIDENDDATA_DIVIDENDS("TICKER") to pull forward dividends, yields, and ex-dates, or use =DIVIDENDDATA_RATIOS() and =DIVIDENDDATA_METRICS() for valuation multiples and financial statement items. This turns your spreadsheet into a dynamic, auto-updating research dashboard, replacing hours of manual data collection with instant, reliable results.

Extensive Historical Data Library

Access over 30 years of historical market and financial data for a universe of 80,000+ global tickers. This deep history is crucial for conducting robust long-term analysis, calculating consistent dividend growth rates, assessing company performance through multiple market cycles, and building reliable financial models. The data is standardized and clean, ready for immediate use in your analysis.

Dual-Platform Compatibility

The tool works seamlessly in both Google Sheets and Microsoft Excel environments. Whether you collaborate in the cloud with Google Workspace or prefer the advanced capabilities of desktop Excel, you get the same consistent formulas and data quality. This flexibility ensures teams and individual investors can use their preferred platform without sacrificing functionality or data access.

AI-Powered Research Assistant

Available in the Pro Terminal, the AI Analyst acts as a dedicated research assistant. You can chat with it to screen for stocks based on custom criteria, get explanations of financial metrics, summarize company performance, and generate investment theses. This feature accelerates the initial research phase by providing instant, data-backed insights and answers to complex analytical questions.

Automated Invoice Management

Dokta provides an automated invoice management feature that allows users to upload any document—be it a photo, scan, or PDF. The platform's AI engine reads and processes the document, extracting essential details such as amounts, deadlines, and client information in less than 60 seconds. This instant analysis saves time and minimizes manual data entry.

Contract Creation and Management

Users can create professional invoices and quotes effortlessly with Dokta. The platform supports contracts with monthly billing, allowing for seamless management of recurring billing cycles. This feature ensures that users can focus on their core activities while Dokta takes care of all billing-related tasks.

Real-Time Cash Flow Monitoring

With Dokta's real-time cash flow monitoring, users gain immediate insights into their financial situation. The platform offers a comprehensive overview of billed revenue, received payments, unpaid invoices, and VAT. This transparency helps users make informed financial decisions and manage their cash flow effectively.

Client and Supplier Intelligence

Dokta enhances user efficiency by automatically enriching client and supplier data. It includes features such as SIRET enrichment, payment scoring, and a complete historical overview by entity. This intelligence allows users to maintain accurate and up-to-date records, thereby enhancing business relationships.

Building a Dividend Growth Screener

Create a dynamic stock screener directly in your spreadsheet to identify companies that meet specific dividend investment criteria. Use functions to pull dividend yield, payout ratio, and 5-year dividend growth rate for thousands of stocks simultaneously. Filter and sort to find companies with a yield above 3%, a payout ratio below 60%, and consistent annual growth, all with data that updates automatically.

Automating Portfolio Tracking and Reporting

Manually updating a portfolio spreadsheet with current prices, dividend payments, and yield-on-cost is time-consuming. With Dividend Data, link your holdings using the ticker symbols. Formulas will automatically pull the latest price, dividend announcements, and ex-dates, giving you a real-time view of your portfolio's income, valuation, and performance without any manual input.

Conducting Deep Fundamental Valuation Analysis

Perform thorough company analysis by building a integrated model that pulls live data. Use functions to import years of income statement, balance sheet, and cash flow data directly into your discounted cash flow (DCF) or ratio analysis model. This allows you to test valuation scenarios with current and historical data, ensuring your analysis is based on the most accurate and recent figures available.

Preparing Investment Committee Reports

Quickly generate professional, data-rich reports for presentations or investment reviews. Instead of manually compiling charts and tables from multiple sources, use your spreadsheet with live Dividend Data links to create executive summaries showing key metrics, dividend histories, and peer comparisons. The data refreshes automatically, ensuring every report is based on the latest market information.

Freelance Developers

Freelance developers benefit from Dokta's automated invoice generation and payment tracking. By automating the billing process, developers can focus more on coding and project completion, reducing the time spent on administrative tasks.

Creative Professionals

For creative freelancers, Dokta simplifies the process from the initial quote to the final invoice. With the ability to send quotes that clients can accept online, followed by automatic conversion to invoices, it streamlines project management from start to finish.

Auto-entrepreneurs

Auto-entrepreneurs can use Dokta to ensure compliance with invoicing regulations while tracking their income and expenses effectively. The platform provides alerts for important deadlines, such as URSSAF contributions, making compliance straightforward and stress-free.

Small Business Owners

Small business owners leverage Dokta to manage multiple aspects of their operations, from invoicing to contract management. The platform's ability to track cash flow and generate financial reports aids SMBs in maintaining a healthy financial status and preparing for tax obligations.

Dividend Data is a powerful financial data platform designed to eliminate the tedious manual work of stock research. It brings institutional-grade market data directly into the tools investors already use: Google Sheets and Microsoft Excel. The core product is a spreadsheet add-in that provides instant access to over 30 years of historical data for more than 80,000 tickers through simple, custom formulas. Built specifically for dividend and fundamental investors, it delivers critical metrics like dividend amounts, yields, payout ratios, growth rates, full financial statements, earnings, valuation ratios, and price history without requiring API keys, coding, or copying and pasting from unreliable sources. Its generous free tier offers 2,500 monthly credits with no trial expiration, making professional data accessible to everyone. The platform also includes a web-based Terminal for advanced visualizations, AI-powered research, and portfolio tracking. Ultimately, Dividend Data solves the problem of costly, complex data feeds by giving self-directed investors the comprehensive, accurate, and live data they need to make informed decisions, all within their familiar spreadsheet workflow.

Dokta is an innovative AI-powered document management platform designed specifically to streamline the administrative tasks of freelancers, solo entrepreneurs, auto-entrepreneurs, and small to medium-sized businesses (SMBs). It simplifies the process of handling various documents including invoices, quotes, and contracts by leveraging advanced artificial intelligence to read, classify, and extract key data in under 60 seconds. The platform goes beyond just document storage; it automates the entire document lifecycle. Users can create professional invoices and quotes, track payments, send automated reminders for overdue invoices, manage contracts and deadlines, and even generate actionable tasks from documents automatically. By using Dokta, users can eliminate the chaos of lost files, missed deadlines, and the tedious administrative workload that often consumes precious time. It also builds a client database from uploaded documents, provides real-time cash flow tracking, and offers CSV export capabilities for accountants. Whether you are a freelance developer, consultant, trades contractor, or a growing SMB, Dokta positions your documents at the core of your business, all managed seamlessly by AI.

How does the free tier work?

The free tier provides 2,500 credits per month, which do not expire and renew each month. No credit card is required to start. Each data point retrieved by a formula (e.g., one cell with a price or a dividend yield) typically costs one credit. This allows for substantial usage for individual investors tracking a portfolio or analyzing a handful of stocks regularly.

What data can I access with the spreadsheet add-in?

You can access over 100 key metrics including dividend data (amount, yield, date, growth), real-time quotes, valuation ratios (P/E, P/B), profitability metrics, and full financial statement items (revenue, EPS, cash flow). The add-in also provides 30+ years of historical data for most of these metrics, enabling deep historical trend analysis.

Do I need to know how to code or use APIs?

Absolutely not. Dividend Data is designed for investors, not programmers. There is no need for API keys, scripting, or any coding knowledge. You simply install the add-in for Google Sheets or Excel and start using the plain-English custom formulas directly in your spreadsheet cells to pull data instantly.

Is my data secure and private?

Yes. Your spreadsheet data and queries remain private. Dividend Data operates as a read-only add-in; it does not collect, store, or have access to the contents of your spreadsheets or your portfolio holdings. It only receives the ticker symbols and metric names you explicitly request in your formulas to return the corresponding public market data.

How does Dokta ensure data security?

Dokta is fully compliant with GDPR regulations and hosts all data in Europe on AWS servers. This ensures that user data is secure and protected according to stringent data privacy laws.

Can I try Dokta for free?

Yes, Dokta offers a free tier that allows users to upload up to 15 documents per month without any cost. This lets potential customers explore the platform's features before committing to a paid plan.

What types of documents can I upload to Dokta?

Users can upload a variety of document types including invoices, quotes, contracts, and any PDF, photo, or scanned document. Dokta's AI engine will automatically analyze and extract relevant data from these documents.

How does Dokta help automate reminders for unpaid invoices?

Dokta automatically sends reminders for overdue invoices, allowing users to stay on top of their accounts receivable without the need for manual follow-ups. This feature helps maintain healthy cash flow and reduces the risk of missed payments.

Dividend Data is a specialized tool for fundamental and dividend investors, providing deep historical market data directly within spreadsheet platforms like Google Sheets and Excel. It falls into the category of financial data and analysis tools designed for individual investors and analysts. Users often explore alternatives for various reasons, such as budget constraints, the need for different data points, specific platform compatibility, or seeking a different pricing model like a one-time purchase versus a subscription. When evaluating other options, it's crucial to consider your core needs. Key factors include the depth and historical range of the financial data offered, the ease of integration with your existing workflow (especially within spreadsheets), the total cost relative to your usage, and whether the tool's features are built with a genuine understanding of fundamental and dividend investing strategies. The right solution should save you time and provide reliable data without unnecessary complexity.

Dokta is an AI-powered document management platform designed specifically for freelancers, solo entrepreneurs, auto-entrepreneurs, and small to medium-sized businesses (SMBs). It automates the handling of various document types such as invoices, quotes, and contracts, ensuring efficient data extraction and lifecycle management. Users often seek alternatives to Dokta for various reasons, including pricing, additional features, or specific platform requirements that may better align with their business processes. When exploring alternatives, it's essential to consider factors such as ease of use, integration capabilities with existing tools, pricing plans, and the range of features offered. A good alternative should not only meet your document management needs but also enhance your overall workflow, providing a seamless experience that supports your business's growth.