Dividend Data vs Dokta

Instant Spreadsheet Integration

Access a vast financial database directly in your cells with 16+ custom functions. Simply type intuitive formulas like =DIVIDENDDATA_QUOTE("AAPL", "price") or =DIVIDENDDATA_RATIOS("KO", "PeRatio") to pull live, updated data instantly. It works natively in both Google Sheets and Microsoft Excel, turning your spreadsheet into a powerful, automated analysis terminal without any coding or complex setup.

Comprehensive Dividend & Fundamental Data

Get everything a serious investor needs in one place. The platform provides deep data sets including forward and historical dividends, ex-dates, yields, payout ratios, and dividend growth rates. Beyond dividends, access full financial statements (income, balance sheet, cash flow), earnings metrics, valuation ratios, and price history—over 100 key metrics derived from 30+ years of historical market data.

Built for Speed and Efficiency

Experience average response times under 0.84 seconds. This tool is engineered for speed, delivering data almost instantly as you build or update your models. This eliminates waiting for web queries or manual updates, allowing you to screen stocks, update portfolios, and perform analysis with unprecedented speed and efficiency, keeping your decisions based on the latest information.

Robust Free Tier with No Expiration

Start analyzing immediately with a genuinely free plan that provides 2,500 credits every month, forever. There's no trial period that cuts off, and no credit card is required to begin. This allows individual investors to perform substantial research and build automated spreadsheets at zero cost, lowering the barrier to professional-grade investment tools.

Automated Invoice Management

Dokta simplifies invoice management through its automated system. Users can generate invoices and quotes in just a few clicks, making it easy to create professional documents without the hassle of manual entry.

Real-Time Cash Flow Monitoring

Stay on top of your finances with Dokta's real-time cash flow monitoring. The platform provides insights into billed revenue, payments received, unpaid invoices, and VAT, all presented in an intuitive graphical format for easy understanding.

Intelligent Document Analysis

Dokta employs advanced AI to analyze documents in under 60 seconds. It automatically recognizes the type of document, extracts key data such as amounts and deadlines, and identifies clients or suppliers, allowing users to focus on what matters most.

Anomaly Detection Features

Dokta includes powerful anomaly detection capabilities that flag potential issues such as modified IBANs, duplicate entries, inconsistent VAT, or missing invoice numbers. This ensures that users' documents remain accurate and secure.

Automated Dividend Portfolio Tracking

Eliminate manual monthly updates. Create a master portfolio sheet that automatically updates dividend amounts, payment dates, yields, and declared amounts for all your holdings. Instantly calculate projected annual income, track dividend growth, and monitor ex-dividend dates without ever leaving your spreadsheet, saving hours of manual data entry.

Rapid Stock Screening and Analysis

Screen thousands of stocks in minutes based on your custom criteria. Use formulas to pull PE ratios, dividend yields, payout ratios, or debt-to-equity across entire watchlists. Quickly compare fundamentals side-by-side to identify undervalued dividend growers or filter out overpriced stocks, accelerating your due diligence process dramatically.

Building Dynamic Financial Models

Construct powerful, auto-updating discounted cash flow (DCF) models or dividend discount models (DDM). Pull in historical EPS, growth rates, and balance sheet data directly into your assumptions. Your model stays current with live price and financial data, ensuring your valuation outputs are always based on the latest available market information.

Historical Performance Backtesting

Test investment strategies against decades of market data. Pull 30+ years of historical prices, dividend payments, and financial ratios to backtest how a dividend growth or value strategy would have performed. Analyze trends, calculate compound annual growth rates, and validate your thesis with robust, long-term historical datasets.

Freelance IT Consultant

As a freelance IT consultant, you can leverage Dokta to automate your billing process. Create contracts with monthly invoices that generate automatically, allowing you to focus on coding while Dokta manages your financial documentation seamlessly.

Creative Freelancers

For creative freelancers, Dokta offers a fluid workflow from quotes to invoices. Send your clients quotes with an acceptance link, and convert them to invoices with a single click, ensuring a smooth transition throughout your projects.

Auto-Entrepreneurs

Auto-entrepreneurs can benefit from Dokta's compliance features, which ensure that all invoices are legally compliant. You can effortlessly track payments and receive reminders for URSSAF deadlines, making financial management simple and straightforward.

Small Business Management

SMBs can utilize Dokta to keep all their documentation in one place. By automating invoice reminders and providing real-time financial insights, Dokta helps small businesses stay organized and efficient, thus improving overall productivity.

Dividend Data is the lightning-fast gateway to institutional-grade stock market intelligence, built directly into the spreadsheets you already use. It eliminates the tedious, error-prone manual work of copying, pasting, and updating stock data. Designed specifically for dividend and fundamental investors, the tool provides instant, live access to over 30 years of historical data for more than 80,000 global tickers. You get dividends, yields, payout ratios, growth rates, complete financial statements, key ratios, price history, and over 100 essential metrics through simple, custom formulas. Just type a formula like =DIVIDENDDATA_DIVIDENDS("MSFT") and the data populates your cell in under a second. No API keys to manage, no coding required, and no more broken links. Its robust free tier offers 2,500 monthly credits with no trial expiration, making professional analysis accessible to everyone. Built by a dividend investor for dividend investors, it delivers the depth and reliability of expensive terminals without the prohibitive cost, supercharging your research and portfolio tracking directly within Google Sheets and Microsoft Excel.

Dokta is an innovative AI-powered document management platform designed specifically for freelancers, solo entrepreneurs, auto-entrepreneurs, and small to medium-sized businesses (SMBs). It revolutionizes the way users handle their documents by enabling them to simply drop any file—be it an invoice, quote, or contract—into the system. In under 60 seconds, Dokta's advanced AI engine reads, classifies, and extracts essential data, streamlining the entire document lifecycle. With Dokta, users can generate professional invoices and quotes, track payments, and automate reminders for overdue invoices. It also offers contract management, deadline tracking, and the ability to automatically generate tasks from uploaded documents. Say goodbye to lost files and missed deadlines, and hello to a more organized and efficient workflow. Dokta empowers users by building a comprehensive client database, tracking cash flow in real time, and providing easy CSV exports for accountants. Whether you're a freelance developer, a consultant, or a trades contractor, Dokta places your documents at the heart of your business, expertly managed by intelligent AI.

How does the free tier work?

The free tier provides 2,500 credits every rolling month at no cost and requires no credit card to sign up. Each data point retrieved by a formula (e.g., one cell with a price or a dividend yield) typically costs one credit. This plan does not expire, allowing you to perform significant analysis continuously. You can monitor your usage directly within the add-in.

What data sources does Dividend Data use?

Dividend Data aggregates and cleans data from multiple high-quality, institutional-grade financial data providers to ensure accuracy and comprehensiveness. This includes exchange data, regulatory filings (like 10-Ks and 10-Qs), and other trusted financial databases, providing you with reliable and audit-ready data for over 80,000 global securities.

Do I need to know how to code or use APIs?

Absolutely not. Dividend Data is designed for investors, not programmers. There is no API key to configure. You simply install the add-in for Google Sheets or Microsoft Excel and start using the plain-English custom formulas directly in your spreadsheet cells. The data flows in automatically with zero technical setup.

Is my data and portfolio information secure?

Yes. Your spreadsheet data and portfolio lists remain private in your own Google or Microsoft Excel file. Dividend Data's formulas only send the ticker symbol and metric you request to its servers to fetch the corresponding public market data. Your personal holdings, share counts, and proprietary models are never transmitted or stored on Dividend Data's servers.

What types of documents can Dokta handle?

Dokta can handle various document types, including invoices, quotes, and contracts. Users can upload photos, scans, or PDFs, making it versatile for different document formats.

How fast can Dokta analyze a document?

Dokta can analyze a document in under 60 seconds. Its AI engine quickly reads, classifies, and extracts key data, allowing users to manage their documents efficiently.

Is Dokta GDPR compliant?

Yes, Dokta is fully GDPR compliant. It is hosted in Europe using AWS infrastructure, ensuring that user data is handled responsibly and securely.

What is the pricing structure for Dokta?

Dokta offers a free tier allowing users to manage up to 15 documents per month. Paid plans start from €9 per month, providing additional features and higher document limits tailored to various user needs.

Dividend Data is a specialized financial data add-on that delivers decades of stock market information directly into spreadsheets. It falls into the category of tools for fundamental and dividend investors who need fast, reliable data without complex setups. Users often explore alternatives for various reasons. Some need a different pricing structure, require specific data points not covered, or must integrate with platforms other than Excel or Google Sheets. Others might seek a different user experience or have unique workflow demands. When evaluating other options, key considerations include the depth and accuracy of historical data, the simplicity of the integration into your existing spreadsheets, the transparency of the pricing model, and whether the tool's features align with a dividend-focused investment strategy. The goal is to find a solution that removes friction from your research process.

Dokta is an AI-powered document management platform designed for freelancers, solo entrepreneurs, and small to medium-sized businesses (SMBs). It automates the document lifecycle, allowing users to handle invoices, quotes, contracts, and more with remarkable speed and efficiency. Users commonly seek alternatives to Dokta for various reasons, including pricing, specific feature sets, or integration with other platforms that better meet their unique business needs. When choosing an alternative, it's essential to consider factors such as ease of use, the range of features offered, scalability, and customer support. Look for a solution that aligns with your document management requirements and can adapt as your business grows, ensuring you maintain productivity without breaking the bank.