Dividend Data vs Fieldtics

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.

Smart Job Scheduling

Fieldtics offers an intelligent job scheduling feature that allows users to assign jobs efficiently based on team availability and skill sets. This helps avoid scheduling conflicts and ensures that every job is completed on time, enhancing overall productivity.

Customer Relationship Management

The integrated CRM system within Fieldtics allows businesses to manage customer interactions effortlessly. Users can track leads, maintain customer records, and foster strong relationships, which is crucial for client retention and satisfaction.

Invoicing and Payment Processing

Fieldtics simplifies the invoicing process by enabling users to create, send, and manage invoices all in one place. With quick payment processing options, businesses can receive payments faster, improving cash flow and financial performance.

Customized Dashboards

Fieldtics allows users to customize their dashboards according to their specific business needs. This feature enables businesses to tailor their layout, branding, and menus, ensuring that the platform feels like an extension of their brand and enhances user experience.

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.

Efficient Job Management

Service businesses can leverage Fieldtics for efficient job management by scheduling tasks and tracking their progress in real-time. This ensures that all jobs are moving forward smoothly, reducing the chances of missed deadlines.

Enhanced Customer Engagement

With Fieldtics' CRM capabilities, service providers can engage with customers more effectively. By tracking interactions and preferences, businesses can tailor their communications, leading to improved customer satisfaction and loyalty.

Streamlined Financial Processes

Fieldtics aids businesses in streamlining their financial processes. By automating invoicing and payment collection, companies can focus more on their core services while ensuring timely billing and reduced administrative overhead.

Centralized Team Collaboration

Fieldtics promotes centralized team collaboration, allowing team members to stay updated, share information in real-time, and collaborate on projects regardless of their physical location. This connectivity ensures that everyone is on the same page and working efficiently.

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.

Fieldtics is an all-in-one platform designed specifically for service businesses seeking to streamline their operations and enhance efficiency. It empowers teams to manage their daily tasks without the chaos typically associated with service management. Fieldtics offers a comprehensive suite of tools that includes smart job scheduling, effective customer relationship management, straightforward invoicing, and quick payment processing. This platform is tailored for businesses of all sizes, from small operations to larger teams, ensuring that everyone, whether working in the office or on-site, can stay connected and productive. With customizable dashboards and seamless integration with existing tools, Fieldtics centralizes data and automates workflows, thus providing clarity and control over leads, customers, projects, time tracking, expenses, and recurring invoices. Ultimately, Fieldtics is designed to help service businesses grow by simplifying complex processes and enhancing operational efficiency.

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 Fieldtics improve operational efficiency?

Fieldtics enhances operational efficiency by centralizing essential business functions like job scheduling, customer management, invoicing, and payment processing into one easy-to-use platform. This reduces the chaos and confusion that often comes with managing multiple tools.

Can I customize Fieldtics to fit my business needs?

Yes, Fieldtics offers extensive customization options, allowing users to tailor dashboards, branding, and menus to align with their specific business identity and workflow preferences.

Is there a mobile app for Fieldtics?

Absolutely! Fieldtics provides both a web app and a mobile app, enabling users to manage their operations from anywhere, ensuring that teams stay connected and informed regardless of their location.

What type of businesses can benefit from Fieldtics?

Fieldtics is designed for service businesses of all sizes, including those in cleaning, maintenance, landscaping, and other service-oriented industries. Its features cater to the unique needs of service providers, making it an ideal choice for increasing efficiency and productivity.

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.

Fieldtics is an all-in-one platform specifically designed for service businesses to manage their operations more efficiently. It encompasses a range of functionalities including scheduling, customer management, invoicing, and payment processing, all in one user-friendly interface. This comprehensive tool helps businesses streamline their daily tasks, enabling both office and field teams to stay connected and organized. Users often seek alternatives to Fieldtics for a variety of reasons, such as pricing concerns, specific feature requirements, or the need for compatibility with existing platforms. When evaluating alternatives, it’s important to consider the features that matter most to your business, including ease of use, customization options, integration capabilities, and overall cost. Finding a solution that aligns with your unique operational needs can significantly enhance productivity and service delivery.