Dividend Data vs Invoice Guru

Comprehensive Spreadsheet Integration

Unlock the full potential of your investment analysis without ever leaving your workflow. Dividend Data seamlessly integrates with both Google Sheets and Microsoft Excel through dedicated add-ins. Simply install the tool and gain access to 16 powerful custom functions that pull live data directly into your cells. Type a formula like =DIVIDENDDATA_DIVIDENDS("MSFT") and watch as the forward annual dividend, yield, or ex-date instantly appears. This feature eliminates manual errors, saves countless hours, and keeps your models dynamically connected to the markets.

Deep Historical & Fundamental Data Library

Go beyond surface-level quotes with a deep dive into decades of financial history. Access over 30 years of meticulously organized data for dividends, stock prices, and full financial statements (income, balance sheet, cash flow). This extensive library includes more than 100 key metrics such as PE ratios, EPS, revenue growth, and debt-to-equity ratios. This depth allows you to perform robust trend analysis, calculate long-term growth rates, and build valuation models with confidence, all from within your spreadsheet.

Built-for-Investor Function Suite

This tool is engineered with the specific needs of income and fundamental investors in mind. The custom formulas are designed to fetch exactly what you need. Quickly retrieve the next ex-dividend date, analyze the dividend payout ratio for safety, calculate the five-year dividend growth rate, or compare current yields. This targeted approach means you spend less time wrestling with data and more time executing your investment strategy, armed with precise and actionable information.

Free Tier with Generous Access

Begin your transformation with zero risk and no barriers. Dividend Data offers a permanently free tier that provides 2,500 credits every month, with no trial period expiration. This allows you to thoroughly test the platform, build spreadsheets, and perform significant analysis without ever entering a credit card. It’s a testament to the commitment of empowering all investors, providing professional-grade tools to help you start making smarter decisions today.

Instant Invoice Creation

Create and send a professional invoice in less than a minute. With the ability to add your logo, VAT, payment terms, and due date automatically, Invoice Guru simplifies the invoicing process, allowing you to focus more on your work and less on administration.

Automatic Invoice Numbering

Never worry about tracking invoice numbers again. Invoices are numbered and dated automatically according to your fiscal year settings, ensuring that your records remain organized and compliant with financial regulations.

OCR Receipt Scanner (AI)

This intelligent feature allows you to snap a photo of your receipts, and the AI technology reads all the details, saving them as expense entries. No more tedious manual data entry—let the technology handle it for you, making expense tracking a breeze.

Smart Payment Tracking

Stay on top of your finances with Invoice Guru's smart payment tracking. This feature automatically matches incoming bank transactions with unpaid invoices, giving you clarity on which clients have paid and which invoices remain overdue.

Automated Dividend Portfolio Tracking

Transform a tedious chore into an automated, insightful dashboard. Connect your portfolio holdings to live data feeds to automatically track dividend payment dates, yields, and income projections. Create a master sheet that updates in real-time, showing your estimated annual income, dividend growth trends, and portfolio yield. This automation empowers you to manage your income stream proactively and make timely reinvestment decisions.

Fundamental Stock Analysis & Screening

Conduct deep, fundamental research to uncover high-quality stocks. Use the historical data and financial ratios to screen for companies with strong balance sheets, consistent earnings growth, and sustainable dividend policies. Compare key metrics across sectors or build a discounted cash flow (DCF) model using live data inputs. This use case turns your spreadsheet into a powerful research terminal, helping you identify promising investment opportunities before the crowd.

Financial Modeling & Forecasting

Build dynamic, data-driven financial models for any public company. Pull in ten years of historical income statements, balance sheets, and cash flow statements directly into your Excel model. Use this data to project future revenues, earnings, and free cash flow, creating robust valuations. Because the data updates live, your models remain current, allowing for continuous monitoring and adjustment of your investment theses.

Educational Research & Learning

Accelerate your investment education by working with real market data. Students and new investors can use the free tier to practice calculating financial ratios, understanding dividend timelines, and analyzing company performance over economic cycles. This hands-on experience with professional tools and actual data builds practical skills and confidence far faster than theoretical study alone.

For Plumbers

Imagine being able to create and send invoices while on-site, right after finishing a job. With Invoice Guru, plumbers can generate professional invoices instantly, ensuring they get paid quickly without the hassle of paperwork.

For Electricians

Electricians often find themselves juggling multiple projects. Invoice Guru allows them to manage invoicing on-the-go, track payments, and maintain compliance with industry regulations, all from their mobile device.

For Freelancers

Freelancers can benefit immensely from Invoice Guru's automation features. By creating quotes and invoices in minutes, they can focus their energy on delivering quality services rather than getting bogged down in administrative tasks.

For Builders

Builders who work on various sites can streamline their invoicing process with Invoice Guru. They can easily track expenses, create branded invoices, and manage payments, ensuring a smooth workflow and financial transparency.

Stop wasting hours on manual data entry and fragmented research. Dividend Data is your ultimate financial empowerment tool, designed to transform how you analyze and invest in the stock market. This powerful platform brings institutional-grade financial data directly into the spreadsheets you already use and love—Google Sheets and Microsoft Excel. Imagine having over 30 years of historical data for more than 80,000 global tickers at your fingertips, accessible not through complex APIs or endless copying and pasting, but through simple, intuitive custom formulas. Built by a dividend investor for dividend investors, it provides instant, live access to critical metrics like dividends, yields, payout ratios, growth rates, complete financial statements, earnings, valuation ratios, and price history. The mission is clear: to democratize high-quality financial data. Whether you're a fundamental investor building a retirement portfolio, a financial analyst creating models, or an enthusiast tracking your holdings, Dividend Data gives you the power to make informed, confident decisions without the institutional price tag. Start with a generous free tier that never expires and step into a world where your analysis is limited only by your curiosity, not by data access.

Invoice Guru is a game-changing mobile-first invoicing platform designed specifically for modern tradespeople and small service business owners. This innovative tool is more than just an app; it acts as your dedicated business partner, alleviating the burdens of administrative tasks so you can concentrate on what you love: your craft. Developed from the real-world struggles of tradespeople, Invoice Guru recognizes the unique challenges faced on-site—where time is precious, and access to a desktop is often impractical. By streamlining the invoicing process into a quick, 60-second task that you can complete from your phone, it transforms the traditionally tedious and error-prone invoicing experience. With features such as AI-powered receipt scanning and automatic bank payment matching, Invoice Guru significantly reduces admin workload, freeing up valuable hours every week. Built with future compliance in mind, it ensures adherence to evolving regulations like UK MTD and Poland's KSeF, empowering your business to thrive without legal worries. It's the ultimate solution for plumbers, electricians, builders, cleaners, and freelancers across the UK and Europe who are prepared to swap paperwork for productivity and reclaim their time.

How does the free tier work and what are credits?

The free tier provides 2,500 credits each month, renewed automatically, with no expiration date. Credits are consumed each time you use a Dividend Data formula in your spreadsheet. For example, fetching a single data point like a current price or dividend yield typically uses one credit. This generous allowance allows for substantial monthly analysis, perfect for individual investors tracking a portfolio or conducting regular research without any cost.

Do I need an API key or coding knowledge to use it?

Absolutely not. Dividend Data is designed for simplicity and accessibility. There are no API keys to manage and zero coding required. After installing the add-in for Google Sheets or Microsoft Excel, you simply use the pre-built custom formulas just like any native spreadsheet function. The complexity is handled behind the scenes, delivering powerful data with a user-friendly experience.

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

You can access a vast array of data points crucial for investment analysis. This includes dividend information (amount, yield, ex-date, growth rate), real-time quotes, over 30 years of historical prices, complete financial statements (revenue, net income, assets, liabilities), and key valuation and profitability ratios (P/E, P/B, ROE, debt-to-equity). The functions are built to deliver specific metrics directly to your cell.

Is my data and portfolio information secure?

Yes. Dividend Data operates with a strong commitment to user privacy and security. Your spreadsheet data and portfolio lists remain within your Google or Microsoft ecosystem. The add-in fetches public market data but does not store or have access to the personal content of your spreadsheets. You maintain full control and ownership of your financial models and analysis at all times.

How does Invoice Guru ensure compliance with regulations?

Invoice Guru is designed to stay compliant with evolving regulations like UK MTD and Poland's KSeF. Regular updates and features ensure that your invoicing practices meet necessary legal requirements, giving you peace of mind.

Is there a mobile app for Invoice Guru?

Yes, Invoice Guru is a mobile-first platform that allows you to manage invoicing directly from your smartphone. This means you can create, send, and track invoices from anywhere, making it perfect for tradespeople on-the-go.

What currencies and languages does Invoice Guru support?

Invoice Guru supports over 12 languages and multiple currencies, accommodating international business needs. This flexibility allows users to customize their invoicing according to their local requirements.

Can I integrate my bank account with Invoice Guru?

Absolutely! Invoice Guru allows secure bank integration, enabling automatic updates of payments and seamless reconciliation of your accounts, which helps you maintain an accurate financial overview.

Dividend Data is a specialized financial data tool designed for investors who prioritize dividends and fundamental analysis. It delivers over three decades of market data directly into spreadsheets through simple formulas, eliminating the need for complex coding or manual updates. This places it in the category of self-service investment research platforms built for individual investors. Users often explore alternatives for various reasons, such as seeking different pricing models, requiring specific data points not covered, or needing integration with other platforms. Your unique investment strategy, budget, and technical comfort level will guide your search for the right tool. When evaluating options, focus on the depth and reliability of historical data, the simplicity of accessing it within your workflow, and the overall value. The best solution empowers your process without creating new obstacles, giving you more time for analysis and decision-making.

Invoice Guru is a mobile-first invoicing platform designed specifically for tradespeople and small service business owners in the UK. By streamlining the invoicing process, Invoice Guru empowers users to create HMRC-compliant invoices in seconds, allowing them to focus more on their craft and less on administrative tasks. Users often seek alternatives to Invoice Guru for various reasons, including pricing, specific feature sets, or compatibility with their preferred platforms. When searching for an alternative, it’s crucial to consider factors like ease of use, mobile capabilities, automation features, and compliance with relevant regulations to ensure that the chosen tool meets their business needs effectively.