Dividend Data vs Dokta

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.

Instant AI Document Analysis

Dokta's foundation is its lightning-fast AI analysis. Simply drag and drop any document—invoice, quote, contract—and within 60 seconds, the system automatically performs OCR and uses AI to classify the document type, extract critical data like amounts, due dates, and client details, and structure it all within your dashboard. This eliminates manual data entry, ensuring your financial records are accurate and up-to-date from the moment a document arrives.

Automated Invoicing & Online Quotes

Move beyond static PDF generators. Dokta allows you to create professional invoices and quotes in clicks. For freelancers on day-rate contracts, it can even automate monthly invoicing. A standout feature is the ability to send quotes with an online acceptance link; once a client approves, you can convert that quote into a finalized invoice with a single click, streamlining the entire proposal-to-payment workflow seamlessly.

Real-Time Cash Flow & Anomaly Detection

Gain immediate insight into your financial health with a clear, visual dashboard. Dokta tracks invoiced revenue, collected cash, outstanding payments, and VAT liabilities over a 12-month period. Beyond visibility, it acts as a guardian by detecting potential document anomalies, such as duplicate invoices, inconsistent VAT numbers, missing numbering, or suspicious changes to supplier IBANs, helping to protect your business from errors and fraud.

Intelligent Client Database & Payment Tracking

Dokta automatically builds and enriches your contact list from the documents you process, using SIRET numbers to pull in official business details. It assigns a payment score to each client based on history and enables automated, polite payment reminders for overdue invoices. This transforms your documents from isolated files into a dynamic network of client intelligence, helping you manage relationships and improve cash collection.

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.

The Freelance Developer or IT Consultant

For freelancers working on Time & Materials contracts, administrative overhead is a distraction. Dokta automates the entire billing cycle: it can generate monthly invoices automatically based on the contract terms, track when they are paid, and send follow-ups for late payments. This allows the developer to focus purely on coding while ensuring their cash flow is managed proactively and professionally.

The Creative Project Freelancer

Graphic designers, writers, and other project-based creatives can streamline their client journey from pitch to payment. They use Dokta to create and send visually appealing quotes with online acceptance. Once approved, the quote becomes a billable invoice instantly. The platform then tracks the project's payment status, manages deadlines, and automates reminders, ensuring they get paid for their creative work without awkward conversations.

The Auto-Entrepreneur / Micro-Entrepreneur

Solo entrepreneurs under France's auto-entrepreneur regime need simplicity and compliance. Dokta helps by generating conforming invoices, tracking income against the URSSAF ceiling, and sending alerts for contribution deadlines. It provides a clear, real-time view of earnings and tax liabilities, eliminating guesswork and stress around declarations and helping them stay focused on growing their business.

The Growing Small Business

As a small business scales, document chaos can stifle growth. Dokta serves as a centralized command center for all financial documents—from supplier invoices to client contracts. It provides a unified view of cash flow, automates accounts payable/receivable tasks, flags financial discrepancies, and maintains a clean, exportable record for accountants, enabling better financial control and decision-making.

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.

What if your business documents could manage themselves? Dokta is an AI-powered document management platform designed to transform administrative chaos into automated clarity, specifically for the modern solo professional and small business. It acts as an intelligent central nervous system for your paperwork, handling everything from invoices and quotes to contracts and payment tracking. At its core, Dokta's powerful AI engine can read, classify, and extract key data from any uploaded document—be it a photo, scan, or PDF—in under 60 seconds. This isn't just about storage; it's about actionable intelligence. The platform automates the entire document lifecycle: creating professional invoices, sending online quotes for acceptance, tracking cash flow in real-time, and even sending polite payment reminders. It proactively builds your client database, flags anomalies like duplicate invoices or changed IBANs, and exports clean data for your accountant. For freelancers, consultants, auto-entrepreneurs, and SMBs tired of lost files and manual data entry, Dokta offers a compelling promise: reclaim your Sundays and put your documents to work for you, all within a secure, GDPR-compliant platform hosted in Europe.

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 Dokta's AI analysis work?

You simply upload a document (PDF, photo, or scan) to the platform. Dokta first uses Optical Character Recognition to read the text. Then, its AI engine, powered by Claude from Anthropic, classifies the document type and intelligently extracts key structured data like the total amount, due date, client or supplier name, and tax information. This entire process is completed in under 60 seconds, populating your dashboard with actionable information.

Is my data secure with Dokta?

Absolutely. Dokta prioritizes security and compliance. All data is encrypted using AES-256 standards. The platform is fully GDPR compliant, and its servers are hosted exclusively in Europe on Amazon Web Services in Paris. This ensures that your sensitive business and client data remains under strict European data protection regulations.

What happens if I exceed my document limit?

Dokta operates on a tiered subscription model based on the number of documents you can process per month. If you are on a paid plan and approach your limit, you will be notified. You can then choose to upgrade your plan to a higher tier with a larger document allowance to continue using the service uninterrupted.

Can I try Dokta for free?

Yes, Dokta offers a free "Découverte" tier to get started. This plan allows you to process up to 15 documents per month (with a 5-page maximum per document), use the free invoice generator, and maintain an unlimited client database without requiring a credit card. It's a full-featured trial designed to let you explore the core automation capabilities risk-free.

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.

Dokta is an AI-powered document management platform designed to automate the administrative workflow for freelancers, solo entrepreneurs, and small to medium-sized businesses. It belongs to the category of smart business tools that focus on streamlining document creation, tracking, and organization, turning scattered files into a structured, actionable system. Users often explore alternatives for a variety of reasons. Perhaps a business has outgrown a plan's document limits, requires integrations with other specific software, or needs a different pricing structure. Others might be looking for a platform hosted in a different region or one that offers a particular niche feature not covered by a generalist tool. When evaluating other options, it's wise to consider your core needs. Key factors include the volume of documents you process, the specific types of documents you use most, your budget, and any critical integrations with accounting or communication tools you already rely on. The goal is to find a solution that not only automates tasks but also fits seamlessly into your existing business rhythm.