Dividend Data vs Pure Tax Investigations

Spreadsheet Superpowers

This is the core magic. The add-in gives you a library of custom functions (like DIVIDENDDATA_DIVIDENDS, DIVIDENDDATA_RATIOS, etc.) that work directly in your cells. No more tab-hopping to finance sites. You build your own live, updating financial models and dashboards right inside the comfort of Google Sheets or Excel. It automates the tedious data-grunt work so you can focus on the actual analysis.

Deep Dividend & Fundamental Data Dive

Built for the income-focused crowd, it delivers the specific metrics you crave. Get forward dividends, yields, ex-dates, payout ratios, and dividend growth rates instantly. But it doesn't stop there; you also get the full context with PE ratios, EPS, revenue, balance sheet items, and over 100 other fundamental metrics. It's like having a direct feed from the market's brain into your spreadsheet.

30+ Years of Historical Context

You can't make smart decisions with just today's data. Dividend Data hooks you up with decades of historical data for those 80,000+ tickers. This lets you backtest strategies, analyze long-term trends, calculate compound growth rates, and see how a company performed through different market cycles. It's your financial time machine, no DeLorean required.

AI-Powered Research Assistant (Pro Terminal)

Beyond the spreadsheets, their flagship web app, the Dividend Data Terminal, includes an AI Analyst. This is your on-demand research buddy. Chat with it to get summaries, ask complex questions about stocks, and generate insights without digging through 10-Ks yourself. It supercharges your initial research phase before you even build your spreadsheet model.

Expert Guidance from Former HMRC Officials

Our team includes seasoned experts, like Amit Puri, who knows the ins and outs of tax law from the inside out. With years of experience at HMRC, we offer insights that you simply won't find elsewhere.

Tailored Strategies for Every Client

We understand that tax affairs are not one-size-fits-all. That's why we take the time to analyze each client's unique situation and craft personalized strategies that align with their specific needs and goals.

Comprehensive Services for Complex Cases

From COP9 and COP8 investigations to compliance checks and tax disclosures, we handle a wide range of tax-related challenges. We’re here to tackle the tough cases head-on, providing the support you need when it matters most.

Ongoing Support and Peace of Mind

Tax investigations can be stressful, but our team is dedicated to keeping you informed and supported throughout the process. We work tirelessly to provide clarity and peace of mind, so you can focus on what really matters—your business.

Building a Dynamic Dividend Dashboard

Create a master spreadsheet that tracks your entire watchlist or portfolio. Use formulas to pull in live dividend yields, next ex-dates, payout ratios, and stock prices. Watch it update automatically, giving you a real-time snapshot of your income investments without manual refreshes. Perfect for tracking your dividend calendar.

Screening for Dividend Aristocrats & Growers

Use the historical data functions to screen for stocks with a proven track record. Build formulas that check for consecutive years of dividend growth, analyze growth rates over 5 or 10 years, and filter by safe payout ratios. You can create a powerful, custom stock screener that lives right in your Sheets or Excel.

Performing Deep-Dive Company Analysis

When you find a interesting stock, go deep. Pull 10 years of income statements, balance sheets, and cash flow statements directly into a sheet to build your own financial models and ratio analysis. Calculate trends in debt, margins, and returns on equity without ever leaving your workbook.

Automating Portfolio Performance Reports

Link your portfolio holdings and use Dividend Data to automatically pull in current prices, dividend amounts, and YTD performance metrics. Combine this with your share counts to calculate total portfolio value, projected annual income, and overall yield. Automate your monthly or quarterly performance review reports.

Navigating HMRC Investigations with Confidence

When faced with a serious tax investigation, businesses can feel overwhelmed. Our team steps in as your legal buffer, ensuring you have the guidance needed to navigate complex situations smoothly.

Making Tax Disclosures Stress-Free

Whether you're using the Worldwide Disclosure Facility or the Let Property Campaign, our specialists help streamline the disclosure process, ensuring compliance while minimizing penalties and stress.

Handling Compliance Checks Like a Pro

Even routine compliance checks can be nerve-wracking. Our expertise allows us to manage these situations effectively, providing reassurance and clarity as we work through the process together.

Supporting Entrepreneurs with Tailored Advice

Entrepreneurs often have unique tax situations. We provide bespoke advice that considers your business aspirations, helping you structure your tax affairs efficiently while preserving wealth for the future.

Alright, let's cut through the Wall Street jargon. Dividend Data is your new bestie for stock analysis, but it lives where you already work: your spreadsheet. Think of it as a magic wand for Google Sheets and Microsoft Excel that summons decades of stock market intel with a simple formula. Done with copying and pasting data from sketchy websites or wrestling with complex API keys? This tool is built for that exact pain point. It's specifically crafted for dividend and fundamental investors who are tired of paying Bloomberg Terminal prices but still want that institutional-grade data. We're talking instant access to dividends, yields, payout ratios, growth rates, full financial statements, earnings, key ratios, price history, and over 100 other metrics. The best part? You just type something like =DIVIDENDDATA_DIVIDENDS("MSFT") and bam, the data appears live. It's got a legit free tier that doesn't ghost you after a trial (2,500 credits monthly, forever), covers over 80,000 tickers with 30+ years of history, and was built by a dividend investor who actually gets what you need. This is for the investor who wants to level up their research game without the institutional price tag or headache.

Welcome to Pure Tax Investigations, your ultimate sidekick in the wild world of tax disputes and investigations! We’re all about simplifying the complex maze of tax law, especially when the HMRC is breathing down your neck. Our squad is dedicated to serving entrepreneurs and businesses who find themselves in tight spots, like serious investigations under Codes of Practice 9 and 8. With over 20 years of experience, our fearless leader Amit Puri—an ex-HMRC senior Tax Inspector—brings unparalleled expertise to the table. We get it; tax matters can feel like quicksand, and the stakes are high when compliance checks and inquiries come knocking. Our personalized approach means we listen to your unique situation and craft bespoke tax advice that fits like a glove. Whether you need help navigating tax investigations or making disclosures through the Worldwide Disclosure Facility, we are your trusted allies. Our mission? To arm you with clarity, confidence, and that all-important peace of mind as you tackle your tax journey.

Is there really a free plan?

Yes, for real! The free plan gives you 2,500 credits every single month, and it never expires. No credit card needed to start. It's perfect for individual investors doing periodic research. You're not getting a 7-day trial that forces you to pay; you get a permanently useful free tier.

How do I get started? Is it complicated?

Not at all. If you use Google Sheets, just install the add-on from the Google Workspace Marketplace. For Excel, get it from Microsoft AppSource. Once installed, a sidebar will appear, and you can start typing the =DIVIDENDDATA... formulas directly into your cells. No coding, no API key setup.

What's the difference between the Spreadsheet add-in and the Pro Terminal?

The Spreadsheet add-in is about getting data into your existing workflow (Sheets/Excel). The Pro Terminal is their full web application with advanced data visualizations, the AI Analyst for chat-based research, and automated portfolio tracking tools. They complement each other; many users start with the spreadsheets and upgrade to the Terminal for deeper analysis.

What counts as a "credit"?

A credit is typically used each time you call a formula that fetches new data. For example, using =DIVIDENDDATA_QUOTE("AAPL", "price") might cost 1 credit. Pulling a longer history might cost a few more. The system is designed so the 2,500 free credits are plenty for substantial individual use.

What kinds of tax investigations does Pure Tax Investigations handle?

We handle a variety of tax investigations, including those under Codes of Practice 9 and 8, compliance checks, and inquiries into large businesses. Our goal is to guide clients through these complex processes with expertise and clarity.

How does Pure Tax Investigations ensure personalized service?

Our approach begins with listening to each client's unique situation. We analyze your tax affairs thoroughly and create tailored strategies designed to meet your specific needs and aspirations.

What qualifications do your tax specialists have?

Our team consists of experienced and qualified tax professionals, including former HMRC officials. This insider knowledge allows us to provide unparalleled support and advice during tax investigations.

Can you help with voluntary disclosures for offshore assets?

Absolutely! We specialize in facilitating voluntary disclosures, including those related to offshore assets and income, ensuring that clients comply with tax laws while minimizing potential penalties.

So you've heard about Dividend Data, the tool that slaps 30+ years of stock market intel for 80k+ tickers straight into your Sheets or Excel. No API keys, no coding, just simple formulas. It's basically the cheat code for dividend and fundamental investors who want deep data without the Wall Street price tag. People hunt for alternatives for all the usual suspects. Maybe the pricing feels off, they need a feature that's missing, or their workflow lives on a different platform entirely. It's all about finding the right fit for your specific investing grind. When you're scoping out other options, keep your non-negotiables front of mind. Think about your budget (free tiers are a vibe), the specific data points you absolutely need, whether it plays nice with your spreadsheet of choice, and if the historical data goes back far enough for your strategy. Don't sleep on the user experience either—if it's clunky, you just won't use it.

Pure Tax Investigations is your go-to expert for tackling tax disputes and investigations, helping businesses navigate the complexities of HMRC. This service is all about providing personalized, tailored advice to entrepreneurs facing the heat from tax authorities. However, users often seek alternatives due to factors like pricing, specific features, or the need for a platform that aligns better with their unique business requirements. When searching for alternatives, it's essential to prioritize services that offer comprehensive support, a deep understanding of tax law, and a commitment to personalized care that matches your individual circumstances.