Dividend Data vs Invoice Guru

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.

Instant Invoice Creation

Create and send a professional invoice in less than a minute. Just enter your client's details and items, and Invoice Guru handles the rest, automatically adding your logo, VAT, payment terms, and due dates. It's invoicing on-the-go made easy!

Automatic Invoice Numbering

Forget about manually numbering your invoices. Invoice Guru automatically numbers and dates each invoice according to your fiscal year settings, ensuring you stay organized and compliant without lifting a finger.

OCR Receipt Scanner (AI)

Snap a photo of your receipt and let our AI do the heavy lifting. The OCR scanner reads all the details, saving them as expense entries without any manual data entry. Say goodbye to tedious paperwork and hello to efficiency.

Smart Payment Tracking

Wave goodbye to the stress of unpaid invoices. Invoice Guru automatically matches incoming bank transactions with your unpaid invoices, giving you real-time updates on who has paid and who is overdue, so you can chase down payments like a pro.

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.

For Freelancers

Freelancers can create and send invoices quickly right after finishing a gig. With Invoice Guru, there's no need to wait until you get home; just whip out your phone and get paid faster.

For Tradespeople

Whether you're a plumber, electrician, or carpenter, Invoice Guru helps you generate professional invoices on-site. Capture job details and payment terms instantly, allowing you to focus on the work rather than admin.

For Small Business Owners

Small business owners can simplify their invoicing process, manage clients, and track payments all in one app. No more juggling spreadsheets; Invoice Guru keeps everything organized and accessible from anywhere.

For Accountants

Accountants can benefit from Invoice Guru's automatic report features, making it easy to provide clients with organized summaries of invoices, expenses, and receipts. Save time and keep your clients happier with less hassle.

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.

Invoice Guru is your go-to invoicing sidekick, specifically designed for the real MVPs of the working world: tradespeople, freelancers, and small business owners who hustle hard every day. No more wrestling with clunky desktop software that was clearly made for office drones. This mobile-first app allows you to whip up a professional invoice from your phone in under 60 seconds, all while you're still on the job site. It's all about slashing admin time so you can focus on what you do best. Built by someone who knows the grind, Invoice Guru automates the tedious tasks like tracking payments, scanning receipts with AI, and matching bank transactions, so you always know who's paid and who's not. And with its forward-thinking design, it's already gearing up for compliance measures like UK MTD, ensuring you won't need to make a last-minute software switch. Think of Invoice Guru as your digital tool belt, making it easier than ever to get paid faster and smarter.

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.

How does Invoice Guru ensure compliance with HMRC?

Invoice Guru is designed to be HMRC compliant, automatically updating to meet any new regulations. This means you can focus on your business without worrying about falling afoul of tax laws.

Can I use Invoice Guru on my mobile device?

Absolutely! Invoice Guru is a mobile-first app, allowing you to create, send, and track invoices right from your phone. It's perfect for those who are always on the go.

What happens if I exceed my invoice limit on the free plan?

If you hit the limit of 10 invoices on the free plan, you can upgrade to one of the paid plans for unlimited invoices and additional features. This way, you can keep your business running smoothly.

Is there customer support available?

Yes, Invoice Guru offers customer support to help you with any questions or issues you may encounter. Whether you need help setting up or troubleshooting, assistance is just a click away.

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.

Invoice Guru is your go-to mobile app for whipping up HMRC-compliant invoices in mere seconds, designed especially for tradespeople, freelancers, and small business owners. It's all about cutting the corporate fluff and making invoicing a breeze, right from your phone. Users often seek alternatives to Invoice Guru for a variety of reasons: maybe they're hunting for features that fit their specific workflow, looking for budget-friendly pricing, or needing compatibility with other platforms. When searching for the perfect alternative, it's crucial to consider ease of use, automation capabilities, and whether it meets compliance standards—because nobody wants to deal with last-minute software headaches. Finding an invoicing solution that truly gets you can be a game-changer. Look for options that streamline your workflow, provide solid customer support, and have positive user reviews. It's all about making sure you can create, track, and manage invoices without the hassle so you can focus on what you do best.