Dividend Data vs finban

Instant Spreadsheet Automation

Say goodbye to manual data entry forever! Dividend Data integrates seamlessly with Google Sheets and Excel, providing over 16 custom functions that pull live data directly into your cells. Just type a formula like =DIVIDENDDATA_QUOTE("AAPL", "price") and the current stock price appears. Automate dividends, financial ratios, historical prices, and more, ensuring your investment models and trackers are always up-to-date with zero effort on your part!

Comprehensive Dividend & Fundamental Data

Access everything a serious investor needs in one place! This feature delivers deep, reliable data including forward dividends, yields, ex-dividend dates, payout ratios, and dividend growth rates. Beyond dividends, get full financial statements (income, balance sheet, cash flow), key valuation and profitability ratios (P/E, P/B, ROE), and 100+ other metrics. With 30+ years of history for 80,000+ tickers, you have a complete fundamental analysis toolkit at your fingertips!

Generous Free Tier with No Expiration

Start analyzing like a pro without spending a dime! Dividend Data offers a truly free-forever plan that gives you 2,500 credits every single month, with no trial period and no credit card required. This allows you to test dozens of formulas and build powerful spreadsheets at no cost. It's the perfect way to experience the power of automated data before deciding to upgrade for even higher volume needs!

Dual Platform Compatibility (Sheets & Excel)

Work the way you want, where you want! Dividend Data is uniquely built to function flawlessly in both Google Sheets and Microsoft Excel environments. Whether your team uses the cloud-based collaboration of Sheets or the advanced analytical power of desktop Excel, you get the same simple formulas and reliable data. This flexibility ensures every investor can integrate live market data into their preferred workflow without compromise!

Liquidity OS

With finban's Liquidity OS, you can track your cash flow with precision! It provides daily updates on incoming and outgoing cash, helping you understand how long your funds will last. No more guessing—make decisions with confidence!

Scenarios

Wondering "What happens if...?" becomes a breeze with finban! Simulate various scenarios and instantly see their impact on your liquidity. This feature takes the guesswork out of decision-making, allowing you to make informed choices based on data.

Budget Management

finban keeps your budgets in check from the get-go! It connects your planning with actual figures, highlighting deviations in real-time. Say goodbye to unrealistic budgeting and embrace a more accurate financial landscape.

Smart Forecasts

Forecasting is made effortless with finban! Unlike outdated methods, this feature ensures your forecasts are always current and data-driven. Update your projections easily and stay ahead of financial trends without the hassle!

Building a Dynamic Dividend Portfolio Tracker

Create a live, automated dashboard of your entire investment portfolio! Use formulas to pull current prices, dividend yields, and annual income for each holding. Track your total portfolio value, overall yield, and projected dividend income that updates automatically with market changes, saving you hours of manual updating every month and giving you a real-time view of your financial progress!

Conducting In-Depth Stock Screening & Analysis

Screen for the perfect dividend stocks based on your specific criteria! Quickly pull payout ratios, debt levels, earnings growth, and PE ratios for thousands of stocks into a single sheet. Build custom screens to find companies with a history of dividend growth, strong financial health, and attractive valuations, all without leaving your spreadsheet and manually looking up each metric!

Preparing Investment Reports and Models

Impress clients or inform your own decisions with professionally backed data! Seamlessly integrate historical dividend data, financial ratios, and price history directly into your valuation models (like DCF) and investment thesis reports. Ensure every number is accurate and sourced from a reliable database, making your analysis more credible and robust with minimal manual data gathering!

Monitoring Dividend Safety and Key Dates

Never miss a critical date or a warning sign again! Set up a watchlist sheet that uses formulas to display the next ex-dividend and payment dates for all your holdings. Simultaneously, monitor key safety metrics like payout ratios and earnings coverage, which can alert you to potential dividend cuts, helping you manage risk and plan your cash flow effectively!

Financial Planning for Startups

Startups can greatly benefit from finban’s liquidity management features! By providing clear visibility into cash flow, founders can make strategic decisions about hiring and investments with confidence, ensuring sustainable growth.

Non-Profit Fundraising

Non-profit organizations can use finban to analyze incoming donations and understand their cash flow better! This knowledge empowers them to plan campaigns more effectively and allocate resources where they are needed most.

Multi-Company Management

Managing multiple businesses? finban consolidates all financial information into one view! This means you can keep track of cash flow and forecasts across various entities without getting lost in the details.

Real-Time Team Collaboration

With finban, teams can collaborate in real-time on financial planning! This feature ensures everyone is on the same page, enhancing transparency and making it easier to align on financial goals and strategies.

Tired of jumping between websites, copying data, and manually updating your spreadsheets? Meet Dividend Data, the revolutionary tool that brings institutional-grade stock market intelligence directly into your favorite spreadsheet! Built by a dividend investor for dividend investors, this powerful add-in for Google Sheets and Microsoft Excel eliminates the tedious work. Just type a simple custom formula like =DIVIDENDDATA_DIVIDENDS("MSFT") and watch over 30 years of historical data for 80,000+ tickers appear instantly. No API keys, no complex coding, and absolutely no more copy-pasting! It's designed for fundamental and dividend-focused investors who need reliable data on dividends, yields, payout ratios, financial statements, earnings, and 100+ other key metrics. With a generous free tier offering 2,500 monthly credits that never expire, you can start automating your analysis today without any risk. Get the data you need to make smarter investment decisions, all within the familiar, powerful environment of your spreadsheet. Transform your workflow from manual to magical with Dividend Data!

finban is a revolutionary financial planning tool designed to be your personal CFO right in your pocket! This dynamic platform empowers businesses to take control of their liquidity, ensuring that every decision—from hiring to investments—is made with confidence and clarity. With finban, you can wave goodbye to the chaos of Excel spreadsheets and the confusion of traditional financial management. It’s perfect for entrepreneurs, finance professionals, and decision-makers who need real-time insights into their cash flow. By offering a user-friendly interface and powerful features, finban transforms financial data into actionable insights, allowing you to forecast, analyze, and strategize effectively. Experience the freedom of streamlined liquidity planning and make informed decisions that drive your business forward!

How do I get started with Dividend Data?

Getting started is incredibly easy and free! Simply install the add-in from the Google Workspace Marketplace for Sheets or from Microsoft AppSource for Excel. Once installed, you can immediately start using the custom formulas in your spreadsheets. No API key configuration is needed. Your free account with 2,500 monthly credits is activated automatically, so you can start pulling data within minutes!

What kind of data can I access with the formulas?

You can access a vast array of investment-grade data! This includes dividend-specific info (amount, yield, dates, growth), real-time quotes, over 30 years of historical prices, complete financial statements (income, balance sheet, cash flow), and key fundamental ratios (P/E, P/B, ROA, debt-to-equity). In total, you have access to 100+ metrics across 80,000+ global tickers, all updated regularly!

What are credits and how many do I use?

Credits are the unit used to measure your data usage. Each cell you populate with a Dividend Data formula consumes one credit. For example, if you use a formula to pull the dividend yield for 10 different stocks in 10 different cells, you use 10 credits. The free plan provides 2,500 credits per month, which is ample for building and maintaining several powerful spreadsheets!

Does the data update automatically in my sheet?

Yes, the data is live and updates dynamically! When you open your spreadsheet or refresh it, the Dividend Data formulas will automatically fetch the most recent information available. This ensures your analysis, portfolio trackers, and screens always reflect the latest market prices, financials, and dividend announcements without any manual intervention from you!

How does finban help with liquidity planning?

finban provides real-time insights into your cash flow, allowing you to see daily incoming and outgoing cash. This visibility helps you make informed decisions about spending and investments.

Can I use finban for scenario planning?

Absolutely! finban allows you to simulate various financial scenarios to see their impact on your liquidity. This helps you evaluate potential outcomes before making critical decisions.

Is finban suitable for small businesses?

Yes! finban is designed to cater to a range of business sizes, from startups to growing enterprises. Its intuitive features make financial planning accessible and effective for all.

How does finban integrate with other tools?

finban seamlessly integrates with various platforms like Lexware, Stripe, and PayPal, bringing all your financial data into one convenient location. This reduces the need for manual data entry and minimizes errors!

Dividend Data is your all-in-one toolkit for fundamental and dividend investing, bringing over 30 years of stock market data directly into your spreadsheets! It falls into the category of financial data platforms designed for individual investors who demand deep, historical insights without complexity. You might be exploring other options for a few key reasons. Perhaps you need a different pricing model, require specific data points not in your current tool, or need seamless integration with a particular analysis platform. It's smart to shop around! When evaluating your choices, focus on what matters most: the depth and reliability of historical data, the simplicity of getting that data into your workflow, and the overall value for your investment strategy. The right tool should feel like a natural extension of your research process, not a hurdle.

Finban is an innovative tool designed to help businesses efficiently plan their liquidity, empowering users to make confident decisions regarding hiring, taxes, projects, and investments. As a part of the Business Intelligence category, it offers a streamlined solution that eliminates the chaos often associated with spreadsheets. Users love how quickly they can get started without the frustration of Excel, making it an attractive option for financial planning. However, many users find themselves searching for alternatives to finban due to various reasons such as pricing, specific features, or compatibility with their preferred platforms. When exploring alternatives, it's essential to consider aspects like user-friendliness, integration capabilities, and the range of features offered. Ensuring that the alternative aligns with your unique business needs will help you find the perfect financial planning tool for your organization.