Dividend Data vs finban

Comprehensive Spreadsheet Functions

Dive deep into your analysis with 16 purpose-built custom functions that cover every essential aspect for a dividend and fundamental investor. From DIVIDENDDATA_DIVIDENDS to fetch forward yield and ex-dividend dates, to DIVIDENDDATA_RATIOS for PE Ratios and DIVIDENDDATA_METRICS for diluted EPS, these formulas act as your direct conduit to live data. Simply type them into any cell to instantly pull and refresh information, turning a static spreadsheet into a live, connected financial dashboard without any coding required.

Vast Historical & Real-Time Data Library

Satisfy your curiosity with an expansive database featuring 30+ years of historical market data across 80,000+ global tickers. This feature allows you to backtest investment theories, analyze long-term dividend growth trends, and examine financial ratios over full market cycles. Whether you're investigating a company's payout consistency through recessions or its earnings trajectory, you have decades of context at your fingertips, all accessible within seconds directly in your spreadsheet.

Dual-Platform Compatibility

Explore and analyze without constraints, as Dividend Data seamlessly integrates with both Google Sheets and Microsoft Excel. This flexibility means you can collaborate on a cloud-based Sheets document with a team or conduct deep, complex modeling in your desktop Excel application, all while using the same familiar formulas and accessing the identical, robust dataset. It ensures your workflow remains uninterrupted, regardless of your preferred spreadsheet environment.

Free Tier with Generous Monthly Credits

Begin your data exploration journey immediately with a free tier that provides 2,500 credits every month, with no trial period expiration. This allows you to thoroughly test the platform's capabilities, run numerous queries, and integrate data into your models without any upfront financial commitment. It’s an open invitation to experiment and discover how automated data can enhance your investment research process.

Liquidity OS

With finban's Liquidity OS, businesses can gain precise daily insights into their cash flow. The tool helps users track incoming and outgoing cash, providing clarity on how long their funds will last. This feature minimizes risks associated with financial uncertainty, allowing for better planning and strategic decision-making.

Scenario Simulation

The "What happens if...?" feature allows users to simulate various financial scenarios and instantly see the impact on their liquidity. This capability removes guesswork from financial forecasting, enabling businesses to prepare for potential challenges and opportunities that may arise.

Budget Management

finban connects planning with real-time actual figures, addressing a common pitfall where budgets fail due to a lack of realistic data. Users can easily monitor budget variances, making it simpler to adjust plans and strategies based on current financial realities.

Smart Forecasting

Gone are the days of outdated forecasts. finban keeps your financial projections up-to-date with a user-friendly interface that allows for easy data entry and adjustments. This feature ensures businesses always have a clear view of their financial future based on the latest data.

Building a Dividend Growth Screener

Curious about which companies have not only paid but consistently grown their dividends? You can build a powerful screening model directly in your spreadsheet. Use functions to pull dividend growth rates, payout ratios, and yield history for thousands of stocks. Automate the process to filter and rank companies that meet your specific criteria for sustainable dividend growth, creating a dynamic watchlist that updates with fresh data.

Conducting Deep Fundamental Analysis

When you're researching a potential investment, you need more than just a price quote. Use Dividend Data to pull complete financial statements, calculate key valuation and profitability ratios, and assess debt levels. Create a comprehensive analysis sheet for any ticker, linking cells to live data for revenue, earnings, book value, and cash flow, enabling a thorough, up-to-date fundamental review without leaving your spreadsheet.

Automated Portfolio Monitoring and Reporting

Imagine having a portfolio tracker that updates itself. By linking your holdings to Dividend Data's functions, you can automatically pull current prices, dividend announcements, and yield-on-cost for each position. Aggregate this data to see your portfolio's total income, overall valuation changes, and sector exposure in real-time, transforming a simple list of stocks into a dynamic performance dashboard.

Historical Backtesting of Investment Strategies

What would a strategy based on low PE ratios and high dividend yields have returned over the past 20 years? With access to 30+ years of historical data, you can backtest quantitative strategies directly in Excel or Sheets. Pull historical prices, dividends, and financial metrics for relevant periods to model returns and risk, allowing you to explore the historical efficacy of your investment hypotheses with concrete data.

Financial Planning for Startups

For startups grappling with financial uncertainties, finban provides a user-friendly platform to manage cash flow and create realistic budgets. This helps entrepreneurs to plan for hiring, operational costs, and other investments with confidence.

Non-Profit Fundraising

Non-profit organizations can leverage finban to analyze their incoming donations and expenses effectively. By understanding cash flow dynamics, organizations can strategize fundraising campaigns and allocate resources more efficiently.

Multi-Entity Management

Businesses operating multiple entities often struggle to maintain a consolidated view of their finances. finban offers a streamlined solution, allowing users to see cash flow, forecasts, and trends across all entities in one comprehensive view.

Real-Time Financial Oversight

Companies with various bank accounts can struggle to maintain an overview of their financial status. finban consolidates all accounts, providing real-time insights into cash status and ensuring that businesses are always informed about their financial health.

What if you could transform your familiar spreadsheet into a dynamic, real-time research terminal? Dividend Data does exactly that, unlocking a world of institutional-grade financial data with the simplicity of a custom formula. Built by a dividend investor for like-minded analysts, this powerful tool brings over 30 years of historical and current market data for more than 80,000 tickers directly into your Google Sheets or Microsoft Excel workspace. Imagine no longer needing to manually copy-paste figures, hunt for API keys, or write a single line of code. The core magic lies in its custom functions; you simply type a formula like =DIVIDENDDATA_DIVIDENDS("MSFT") and watch as live data on dividends, yields, and payout ratios instantly populates your cell. It’s designed for the fundamental investor who craves depth—offering access to dividends, financial statements, earnings, key ratios, price history, and over 100 other metrics—but without the intimidating complexity or cost typically associated with professional data feeds. With a generous free tier offering 2,500 monthly credits that never expire, Dividend Data invites you to start exploring the markets with a curious, data-driven mindset right from your most trusted analytical environment.

finban is an innovative liquidity planning tool designed to empower businesses with clear financial insights, enabling them to make confident decisions regarding hiring, taxes, projects, and investments. It acts as a CFO in your pocket, providing real-time visibility into cash flow, ensuring that users can quickly adapt to changing financial landscapes without the chaos often associated with Excel spreadsheets. Targeted at entrepreneurs, small to medium-sized enterprises, and financial managers, finban seamlessly integrates various financial data sources into one platform. Its primary value proposition lies in transforming complex financial data into actionable insights, facilitating smarter budgeting and forecasting, and ultimately driving more informed decision-making across organizations.

How do I get started with Dividend Data?

Getting started is a simple exploration. For Google Sheets, install the add-on from the Google Workspace Marketplace. For Microsoft Excel, get the add-in from Microsoft AppSource. Once installed, you can immediately start using the custom functions like =DIVIDENDDATA_QUOTE("AAPL", "price") in your spreadsheets. No API key configuration is needed, and your free monthly credits are available right away.

What is included in the free tier?

The free tier is designed for curious investors to begin their discovery. It includes 2,500 credits per month, which never expire, allowing you to make a substantial number of data queries. You get full access to all 16 custom functions and the vast database of historical and current data, enabling significant analysis without any cost. It's a fully-featured introduction to the platform's capabilities.

What kind of data can I access?

Your curiosity can span a wide range of financial data. You have instant access to dividend-specific information (amounts, yields, dates, growth), real-time quotes, over 30 years of price history, complete financial statements (income, balance sheet, cash flow), and key fundamental ratios (P/E, P/B, Debt/Equity). In total, you can explore over 100 different metrics for more than 80,000 global stocks and ETFs.

Does the data update automatically in my spreadsheet?

Yes, the data is designed to be live and refreshable. When you open a spreadsheet containing Dividend Data formulas, the cells will typically update to show the most current information available. You can also manually recalculate or refresh the sheet to pull the latest data, ensuring your analysis always reflects the current market conditions and company fundamentals.

How does finban integrate with other financial tools?

finban seamlessly connects with various financial tools and software, such as Lexware, sevdesk, and PayPal, allowing users to centralize their financial data. This integration minimizes the hassle of manual data entry and reduces errors, providing a comprehensive overview of finances.

Is there a free trial available for finban?

Yes, finban offers a 14-day free trial for new users. This trial allows potential customers to explore the platform's features and capabilities without any financial commitment, giving them the chance to experience the benefits firsthand.

Can finban accommodate businesses of all sizes?

Absolutely! finban is designed to cater to a wide range of businesses, from startups to established enterprises. Its flexible and scalable features make it suitable for various industries and organizational structures.

What kind of support does finban offer to its users?

finban provides extensive support options, including online resources, customer service assistance, and a dedicated help center. Users can easily access these resources to resolve any questions or challenges they may encounter while using the platform.

Dividend Data is a specialized tool that brings decades of stock market and dividend information directly into your spreadsheet. It falls into the category of financial data platforms designed for self-directed, fundamental investors who prioritize ease of use and deep historical analysis. Users often explore other options to find a solution that perfectly aligns with their budget, the specific metrics they track, or whether they primarily use Excel versus Google Sheets. The search for an alternative is a natural part of the discovery process. You might be evaluating different pricing models, seeking a particular dataset not currently offered, or require integration with other software in your investment workflow. It's a smart way to ensure the tool you choose is the best fit for your unique strategy and technical environment. When comparing options, focus on the core elements that matter most to your research. Consider the depth and reliability of the historical data, the simplicity of accessing it within your preferred spreadsheet platform, and the total cost relative to your usage. The ideal alternative will feel like a seamless extension of your investment process, providing trustworthy data without complexity.

Finban is a cutting-edge tool designed to help businesses manage their liquidity effectively, positioning itself within the realm of business intelligence. By providing users with the ability to plan for hiring, taxes, projects, and investments, it empowers decision-makers with confidence, eliminating the chaos often associated with traditional spreadsheet methods like Excel. Users frequently seek alternatives to finban for a variety of reasons, including pricing, specific features that may better suit their needs, and platform compatibility with their existing systems. When exploring alternatives, it’s essential to consider factors such as ease of use, the scalability of features, customer support, and integration capabilities with other financial tools to ensure that the chosen solution aligns with your business goals.