Dividend Data vs Dokta

Extensive Custom Spreadsheet Functions

Dividend Data provides a specialized library of 16+ custom functions, such as DIVIDENDDATA_DIVIDENDS and DIVIDENDDATA_RATIOS, that act as direct conduits to live financial data. Users simply type these formulas into any cell, referencing a stock ticker and desired metric, and the platform instantly populates the cell with accurate, updated information. This transforms static spreadsheets into dynamic, auto-updating financial dashboards, covering everything from forward dividend yields and ex-dates to P/E ratios and diluted EPS.

Deep Historical & Fundamental Data Library

The platform grants users access to a vast repository of over 30 years of historical market data. This is not limited to price history but extends deeply into fundamental analysis, including decades of dividend payments, annual and quarterly financial statements, and hundreds of key financial ratios. This long-term perspective is crucial for conducting thorough trend analysis, assessing a company's financial resilience through cycles, and building robust valuation models based on historical performance.

Multi-Platform Spreadsheet Integration

A key operational feature is its seamless compatibility with both Google Sheets and Microsoft Excel. Users are not locked into a single ecosystem; they can leverage Dividend Data's capabilities within their preferred spreadsheet environment. The add-ins are officially available on the Google Workspace Marketplace and Microsoft AppSource, ensuring easy installation, secure operation, and smooth performance whether working in the cloud with Sheets or locally with Excel.

AI-Powered Research & Portfolio Tools

Beyond spreadsheets, Dividend Data offers a web-based Terminal featuring advanced tools like an AI Analyst. This assistant can answer complex investment questions, generate research reports, and provide insights based on the platform's extensive dataset. Coupled with automated portfolio tracking that aggregates holdings, calculates projected income, and visualizes performance, it creates a holistic research and management suite for the modern investor.

Instant AI-Powered Document Analysis

Dokta's foundational feature is its lightning-fast AI analysis engine. Within 60 seconds of uploading a photo, scan, or PDF, the platform automatically reads the document using OCR, classifies its type (invoice, quote, contract), and extracts all key data fields such as amounts, due dates, client names, and VAT information. This process eliminates manual data entry entirely, ensuring accuracy and saving hours of administrative work per week.

Automated Invoicing & Quote-to-Invoice Workflow

This feature streamlines the entire billing cycle. Users can create professional invoices and quotes in just a few clicks. For freelancers on day-rate contracts, it supports automatic monthly invoice generation. Furthermore, quotes can be sent with an online acceptance link, allowing clients to approve digitally. Once accepted, conversion from an approved quote to a formal invoice is accomplished with a single click, creating a seamless and professional client experience.

Real-Time Cash Flow & Financial Dashboard

Dokta provides immediate financial clarity with a comprehensive, visual dashboard. It tracks key metrics in real-time: invoiced revenue, collected revenue, unpaid invoices, and VAT liabilities. The dashboard includes a 12-month graphical view, offering instant insight into your business's financial health. This allows solo entrepreneurs and SMBs to make informed decisions without manually compiling spreadsheets.

Intelligent Client Management & Anomaly Detection

The platform automatically builds and enriches your client and supplier database using SIRET number lookup. It assigns payment behavior scoring to help you assess risk. Crucially, its anomaly detection system acts as a safeguard, alerting you to potential issues like changed IBAN details, duplicate invoices, inconsistent VAT, or missing document numbering, protecting you from errors and fraud.

Building a Dividend Growth Screening Model

Investors focused on dividend growth can use Dividend Data to create a powerful screening spreadsheet. By using functions to pull dividend growth rates, payout ratios, and earnings history for thousands of stocks, they can instantly filter for companies with a history of consistent, sustainable dividend increases. This automates the initial discovery phase, allowing for rapid identification of candidates that meet specific criteria for further due diligence.

Automating Monthly Portfolio Income Reports

For income-focused investors, manually tracking dividend payments across a portfolio is tedious. With Dividend Data, users can build a master portfolio sheet where each holding's ticker automatically pulls the next ex-dividend date, payment date, and declared dividend amount. This sheet can then forecast monthly and annual income, update live, and provide a clear, always-current view of cash flow expectations without any manual data entry.

Conducting Comparative Fundamental Analysis

Analysts and serious investors can perform deep-dive comparisons between companies. By using functions to pull side-by-side data on metrics like ROE, debt-to-equity, profit margins, and valuation multiples, they can build comprehensive comparison tables. The 30+ years of data allow for analyzing how these metrics have evolved over time, providing context that is essential for determining relative strength and long-term operational efficiency.

Creating Dynamic Financial Dashboards

Financial educators, bloggers, or investment club leaders can use Dividend Data to create interactive dashboards. They can build sheets that display key real-time stats for a watchlist, such as current price, dividend yield, and P/E ratio, which refresh automatically. This turns a simple spreadsheet into a live monitoring tool, perfect for presentations, educational content, or keeping a group informed with up-to-the-minute data.

The Freelance Developer or IT Consultant

For freelancers working on Time & Materials (TJM) contracts, Dokta automates the entire invoicing process. It can generate recurring monthly invoices based on the contract terms automatically. The freelancer simply reviews and approves with one click. This allows them to focus entirely on coding and client work while ensuring timely, accurate billing and payment tracking without any manual overhead.

The Creative Project Freelancer (Designer, Photographer)

This professional benefits immensely from the integrated quote-to-invoice workflow. They create a project quote in Dokta and send it via a professional online acceptance link. Upon client approval, the system instantly generates the corresponding invoice. It also manages project-based documents, tracks payments for each milestone, and automates follow-ups on late payments, streamlining the entire creative project lifecycle.

The Auto-Entrepreneur or Micro-Entrepreneur

For solo entrepreneurs under simplified tax regimes, Dokta ensures compliance and simplicity. It generates legally compliant invoices, tracks all receipts and payments against URSSAF contribution ceilings, and sends alerts for upcoming declaration deadlines. This eliminates the stress of manual tracking and potential errors, providing a clear, centralized view of their business health in a user-friendly package.

The Growing Small Business (SMB)

Small businesses with a higher volume of documents use Dokta to bring order to financial operations. The platform handles inbound supplier invoices, outbound client invoices, and contracts. The real-time cash flow dashboard gives the business owner immediate insight into their financial position, while automated payment reminders help maintain healthy cash flow. CSV export simplifies accountant collaboration.

Dividend Data is a powerful financial data platform designed to democratize access to institutional-grade stock market information. At its core, it is a spreadsheet add-in that seamlessly integrates over 30 years of historical and real-time data for more than 80,000 tickers directly into Google Sheets and Microsoft Excel. The product eliminates the traditional barriers of complex APIs, coding requirements, and manual copy-pasting, delivering data through simple, custom formulas. Built specifically by and for dividend and fundamental investors, it provides instant access to a comprehensive suite of metrics including dividend histories, yields, payout ratios, growth rates, complete financial statements, earnings reports, valuation ratios, and price action. Its unique value proposition lies in its unparalleled ease of use combined with deep, reliable data, offering a professional analysis toolkit at a fraction of the cost of institutional terminals. With a generous free tier and robust paid plans, it serves both individual retail investors and professional analysts who seek to make informed, data-driven investment decisions without the steep learning curve or exorbitant price tag.

Dokta is a transformative AI-powered document management platform engineered specifically for the modern independent professional and small business. It directly addresses the chronic administrative burden that plagues freelancers, solo entrepreneurs, auto-entrepreneurs, and SMBs, turning document chaos into automated clarity. At its core, Dokta functions as an intelligent document hub: you simply drop any document—be it an invoice, quote, contract, or receipt—and its advanced AI engine, powered by Claude from Anthropic, reads, classifies, and extracts critical data in under 60 seconds. This is not just OCR; it's contextual understanding that identifies document type, amounts, due dates, and client details. But Dokta goes far beyond simple analysis. It manages the entire document lifecycle, enabling users to create professional invoices and quotes, track payments, automate polite reminders for unpaid invoices, manage contract deadlines, and even generate actionable tasks directly from documents. It builds a living client database automatically, provides real-time cash flow dashboards, and offers CSV exports for accountants. By eliminating lost files, missed deadlines, and manual data entry, Dokta reclaims valuable time, safeguards revenue, and provides unparalleled financial visibility. With a strong commitment to data privacy—being 100% GDPR compliant and hosted on AWS in Europe—Dokta securely places your documents at the heart of your business operations, managed intelligently by AI.

How does the free tier work and what are credits?

The free tier provides 2,500 credits per month that never expire, with no credit card required to start. Each data request made via a spreadsheet function consumes a small number of credits (typically 1-2 per call). This generous allowance allows users to perform substantial analysis and automation for free. It's designed to let investors fully test the platform's capabilities in their real-world workflows without a time-limited trial.

What kind of data can I access with the spreadsheet functions?

You can access a vast array of data points spanning dividends, quotes, fundamentals, and ratios. Specific examples include forward and historical dividend amounts/yields, ex-dividend and payment dates, current stock price, 30+ years of price history, complete financial statement items (revenue, EPS, cash flow), and over 100 pre-calculated financial ratios like P/E, P/B, and ROIC. The documentation provides a full list of all available metrics for each function.

Do I need to know how to code or set up an API?

Absolutely not. Dividend Data is built specifically to require zero coding or technical setup. There are no API keys to manage. After installing the add-in from the Google Workspace or Microsoft AppSource store, you simply use the provided custom formulas directly in your spreadsheet cells as you would any native function like =SUM(). The complexity of data sourcing and management is handled entirely in the background.

Is my data and portfolio information secure?

Yes. Dividend Data takes security seriously. The connection between your spreadsheet and their servers is secure. When using the portfolio tracking features in the Pro Terminal, your holdings data is stored privately. The company has a clear privacy policy and terms of use. Furthermore, as an official add-in listed on Google and Microsoft's marketplaces, it adheres to these platforms' security and compliance standards.

How does Dokta's AI analysis work and how accurate is it?

Dokta uses a combination of advanced Optical Character Recognition (OCR) and Anthropic's Claude AI model to understand documents contextually. It doesn't just read text; it comprehends document structure to identify types and extract relevant fields like totals, dates, and parties involved. The accuracy is very high for standard document formats, and the system learns from user validations. You always review and confirm the extracted data, ensuring a perfect final record.

Is my data secure and private with Dokta?

Absolutely. Data security and privacy are paramount for Dokta. The platform is fully compliant with the EU's General Data Protection Regulation (GDPR). All data is encrypted using AES-256 standards and is hosted exclusively on Amazon Web Services (AWS) servers located in Paris, France. This ensures that your sensitive business and client information remains within the European Union under strict privacy laws.

What happens if I exceed my monthly document limit?

If you exceed the document limit on your chosen plan, Dokta will notify you. You will typically have options to upgrade your plan to a higher tier with a larger document allowance for the remainder of your billing cycle. It's designed to be flexible, allowing you to scale your usage up as your business grows without interruption to your service.

Can I try Dokta for free before committing to a paid plan?

Yes, Dokta offers a generous free Discovery tier to get started. This plan allows you to process up to 15 documents per month (with a 5-page maximum per document) at no cost. It includes access to the free invoice generator and unlimited client database. You can explore all core features without providing credit card details, allowing for a truly risk-free evaluation of the platform.

Dividend Data is a specialized financial data tool that provides extensive dividend and fundamental stock information directly within spreadsheet applications like Google Sheets and Excel. It falls into the category of self-service investment research platforms, designed to empower individual investors with deep, historical data sets. Users often explore alternatives for various reasons. Some may have specific budget constraints or require a different pricing model, while others might need features tailored to different investment strategies, such as technical analysis or real-time alerts. Platform compatibility is another key factor, as some investors prefer web-based dashboards, mobile apps, or integration with other software beyond spreadsheets. When evaluating other options, consider the depth and historical range of the data offered, the ease of access and integration into your existing workflow, and the overall cost relative to the value provided. The ideal solution should align with your primary investment methodology, whether it's dividend growth, value investing, or broader market analysis, without unnecessary complexity or expense.

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 business automation and financial management tools, focusing on turning documents like invoices, quotes, and contracts into actionable data and automated processes. Users often explore alternatives to find a solution that aligns perfectly with their specific needs. Common reasons include budget constraints, the need for different feature sets such as deeper accounting integration or project management, or a preference for platforms hosted in different regions. The search for the right tool is a natural part of business growth and operational refinement. When evaluating alternatives, key considerations should include the core automation capabilities, the ease of use, security and data residency standards, scalability of pricing plans, and how well the tool integrates into your existing business ecosystem. The goal is to find a system that not only manages documents but actively streamlines your unique operational workflow.