Dividend Data vs Poach

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.

Track VCs on Twitter

Poach continuously monitors the Twitter accounts of top-tier venture capitalists, identifying who they follow. This feature is crucial because these follows often indicate early interest in promising founders, giving you a competitive edge in discovering potential investment opportunities before they become widely known.

LinkedIn Enrichment

Using proprietary identity resolution techniques, Poach matches Twitter accounts with LinkedIn profiles. This enrichment process adds depth to your data by providing detailed work histories and educational backgrounds, ensuring that you have comprehensive profiles of the individuals you are tracking.

AI-Powered Labeling

Poach's advanced AI analyzes data from both Twitter and LinkedIn, automatically labeling individuals based on their roles such as founders, engineers, or investors. This feature helps you quickly categorize potential leads and focus on the profiles that align with your investment thesis.

Raw Data Delivery

With Poach, you can effortlessly access your enriched data. Whether you prefer CSV exports or pulling data via API, this feature allows you to filter leads based on specific criteria, such as unfunded founders or particular industries, ensuring you find exactly who you’re looking for.

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.

Identify Early-Stage Founders

With Poach, you can identify and engage with startup founders before they even begin their fundraising journey. This proactive approach enables you to establish relationships early, increasing your chances of securing a stake in the next big innovation.

Enhance Your Investment Thesis

Utilize Poach's AI-driven insights to refine your investment thesis. By filtering through enriched data, you can pinpoint emerging trends and sectors that align with your strategic goals, allowing you to invest with confidence and clarity.

Build Meaningful Connections

Leverage Poach to foster genuine connections with innovators. By staying ahead of the curve, you can engage with founders at the genesis of their ventures, creating partnerships that could lead to lucrative investment opportunities down the line.

Stay Informed with Daily Updates

Poach provides you with daily executive summaries and enriched CSV exports, ensuring you are always informed about the latest developments in your dealflow. This real-time data delivery empowers you to act quickly and capitalize on opportunities as they arise.

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.

Poach is a revolutionary intelligence platform tailored for venture capital dealflow, transforming the way investors connect with emerging founders. In the fast-paced realm of venture capital, timing can make all the difference. Poach harnesses powerful predictive signals that lie between warm introductions and cold outreach, meticulously tracking the social media activities of leading VCs. By monitoring whom these investors follow on platforms like Twitter, Poach uncovers early signals of interest in pioneering talent, often before formal fundraising efforts commence. This platform goes beyond data collection; it provides foresight into the next wave of innovation. By enriching raw signals with extensive professional context from LinkedIn and leveraging advanced AI, Poach categorizes individuals, delivering a daily stream of qualified, pre-vetted leads directly to your inbox. Designed for venture capitalists, angel investors, and those committed to staying ahead of the curve, Poach empowers you to forge meaningful connections at the very inception of innovation, turning early insights into a significant investment advantage.

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 Poach track VCs on social media?

Poach monitors the Twitter accounts of top-tier venture capitalists, keeping tabs on who they follow. This information helps identify early signals of interest in promising founders, giving users a head start in their investment journey.

What kind of data does Poach provide?

Poach delivers enriched data that includes detailed profiles from LinkedIn, labeling individuals based on their roles and providing insights into their professional backgrounds. Users can expect a daily stream of pre-vetted leads directly in their inbox.

Can I filter the data I receive from Poach?

Yes, Poach allows users to filter the data based on various criteria, such as unfunded founders or specific roles. This feature ensures you can focus on the leads that matter most to your investment strategy.

Is Poach suitable for individual investors or only VC firms?

Poach is designed for anyone serious about venture capital, including individual investors, angel investors, and VC firms. Its powerful features make it a valuable tool for anyone looking to gain insights and build connections in the startup ecosystem.

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.

Poach is an innovative intelligence platform tailored for the venture capital sector, designed to revolutionize dealflow by tracking the social media activities of top-tier investors. It helps identify promising founders early in their journey, allowing investors to seize opportunities before they become mainstream. Users often seek alternatives to Poach due to various reasons such as pricing concerns, specific feature requirements, or compatibility with their existing platforms. When exploring alternatives, it’s essential to consider factors like the depth of data analytics, user experience, integration capabilities, and overall value in enhancing dealflow efficiency.