Dividend Data vs Fieldtics

Comprehensive Spreadsheet Functions

Dividend Data provides 16 custom functions tailored for in-depth stock analysis directly within your spreadsheet. Formulas like DIVIDENDDATA_DIVIDENDS, DIVIDENDDATA_RATIOS, and DIVIDENDDATA_QUOTE allow you to retrieve specific data points such as forward yield, ex-dividend dates, P/E ratios, and current stock prices instantly. This transforms static spreadsheets into dynamic, auto-updating financial models, saving hours of manual data collection and ensuring your analysis is always based on the latest available information.

Extensive Historical Data Library

The platform offers an unparalleled depth of historical financial data, covering over 80,000 global tickers with more than 30 years of market history. This allows investors to conduct robust long-term trend analysis, calculate multi-year dividend growth rates, examine financial performance across market cycles, and backtest investment strategies. Having decades of data at your fingertips is foundational for making informed, evidence-based investment decisions rather than relying on short-term trends.

Dual-Platform Compatibility

Dividend Data works seamlessly in both Google Sheets and Microsoft Excel, catering to the preferred workflow of every investor. The Google Sheets add-on is available on the Google Workspace Marketplace, and the Microsoft Excel add-in is listed on Microsoft AppSource. This cross-platform functionality ensures that whether you collaborate in the cloud with Sheets or prefer the advanced capabilities of desktop Excel, your access to live financial data remains consistent and reliable.

Free Tier with Generous Credits

A key differentiator is the accessible free forever plan, which provides 2,500 credits per month without requiring a credit card or facing a trial expiration. This allows new users to thoroughly test the platform's capabilities and individual investors to perform a significant amount of monthly analysis at no cost. It lowers the barrier to entry for high-quality data, aligning with the mission to serve fundamental investors who need professional tools without a professional budget.

Smart Job Scheduling

Fieldtics provides an intuitive job scheduling feature that allows businesses to efficiently allocate tasks based on availability and expertise. This ensures that jobs are assigned to the right team members, optimizing resource use and enhancing productivity.

Customer Relationship Management (CRM)

The CRM feature helps businesses maintain and manage customer interactions effectively. By centralizing customer information, Fieldtics enables teams to track leads and relationships, enhancing communication and fostering stronger customer connections.

Invoicing and Payment Processing

Fieldtics simplifies the invoicing process, allowing businesses to create and send invoices effortlessly. With integrated payment processing, businesses can receive payments quickly, improving cash flow and reducing the administrative burden associated with billing.

Mobile and Web Applications

Fieldtics offers both mobile and web applications, ensuring that teams can access essential tools from any location. This flexibility allows service businesses to stay connected and informed, whether working in the office or on-site.

Building a Dividend Growth Screener

Investors can use Dividend Data functions to create a custom stock screening spreadsheet. By pulling data like dividend yield, payout ratio, 5-year dividend growth rate, and PE ratio for a watchlist, you can filter and rank companies based on your specific criteria for quality and value. This automates the initial research phase, allowing you to quickly identify potential investment candidates that meet your disciplined strategy directly within a familiar, customizable environment.

Automating Portfolio Tracking and Analysis

Manually updating a portfolio spreadsheet with current prices, dividend payments, and yield-on-cost is a repetitive task. With Dividend Data, you can link your holdings to live data feeds. Formulas can automatically pull the latest price to calculate current value, fetch declared dividends to forecast income, and update key ratios to monitor the financial health of your holdings, giving you a real-time dashboard of your investment performance.

Conducting Deep Fundamental Research

When analyzing a specific company, you need consolidated access to its financial statements and key metrics. Using Dividend Data, you can build a detailed research model in a spreadsheet that pulls in annual and quarterly income statements, balance sheets, cash flow statements, and dozens of profitability, liquidity, and leverage ratios. This creates a single source of truth for your analysis, enabling you to evaluate business performance and valuation thoroughly.

Educational Modeling and Backtesting

For investors learning fundamental analysis or testing investment theories, Dividend Data serves as an excellent educational tool. You can build historical models to see how a company's stock price correlated with its earnings growth over time, or reconstruct a dividend aristocrat's payout history to study its consistency. This hands-on access to real data reinforces investment principles and allows for practical, data-driven learning.

Efficient Job Management

Service businesses can utilize Fieldtics to manage multiple jobs simultaneously. By scheduling tasks and tracking progress in real-time, teams can ensure that projects stay on track and deadlines are met without unnecessary delays.

Enhanced Customer Engagement

With the CRM capabilities of Fieldtics, businesses can manage customer relationships more effectively. By tracking interactions and preferences, teams can personalize communication, leading to improved customer satisfaction and retention.

Streamlined Invoicing Process

Fieldtics allows service businesses to automate their invoicing process. By generating and sending invoices automatically, businesses can reduce errors and ensure that payments are collected on time, enhancing overall financial health.

Real-Time Collaboration

Fieldtics fosters collaboration among team members by providing tools that keep everyone informed. With real-time updates and shared access to project details, teams can work together more effectively, minimizing miscommunication and enhancing productivity.

Dividend Data is a powerful financial data platform designed to bring institutional-grade stock market information directly into the tools investors already use every day: Google Sheets and Microsoft Excel. At its core, it eliminates the tedious, error-prone process of manually copying and pasting data from financial websites. Instead, it provides a suite of simple, custom spreadsheet formulas that pull live, accurate data directly into your cells with a single keystroke. Built specifically for dividend and fundamental investors by a fellow investor, the service grants instant access to over 30 years of historical data for more than 80,000 tickers. This includes critical metrics like dividend amounts, yields, payout ratios, growth rates, full financial statements, earnings, valuation ratios, and price history—over 100 data points in total. Its standout value proposition is democratizing high-quality data; it offers a permanently free tier with 2,500 monthly credits, requiring no API keys or coding knowledge. This makes sophisticated stock analysis accessible to individual investors without the complex infrastructure or high costs typically associated with professional financial data feeds.

Fieldtics is an all-in-one platform designed specifically for service businesses seeking to streamline their operations and enhance efficiency. It integrates critical tools for job scheduling, customer relationship management, invoicing, and payment processing into one user-friendly interface. This comprehensive solution is tailored for teams whether they are working from an office or out in the field, ensuring seamless communication and real-time updates across devices. Fieldtics enables businesses to customize their dashboards and branding, making it a perfect fit for any unique business identity. Moreover, its ability to integrate with existing tools automates workflows and centralizes data, providing a connected experience that helps manage leads, projects, time tracking, expenses, and recurring invoices. By offering clarity and control, Fieldtics empowers service businesses to grow and thrive without the chaos of daily operational hurdles.

How does the free tier work and what are credits?

The free tier provides 2,500 credits each month, which renew automatically. Credits are consumed each time a Dividend Data formula recalculates in your spreadsheet. A simple formula fetching one data point, like a current price, typically uses one credit. More complex historical data requests may use slightly more. This system allows you to perform substantial analysis for free, and you can monitor your usage within your account dashboard.

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

No coding or API setup is required. Dividend Data is designed for simplicity. After installing the add-in for Google Sheets or Excel, you simply use the custom formulas like any native spreadsheet function. You type =DIVIDENDDATA_QUOTE("TICKER", "price") and the live data appears. The platform handles all the complex data connections and updates in the background for you.

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

You can access a wide array of data points crucial for fundamental and dividend investing. This includes dividend dates and amounts, forward yield, payout ratios, dividend growth rates, full financial statements (income, balance sheet, cash flow), key ratios (P/E, P/B, Debt/Equity), earnings metrics, real-time and historical prices, market capitalization, and over 100 other specific metrics. The documentation provides a complete list of all available functions and arguments.

Is my data secure and private?

Yes. Dividend Data uses secure, encrypted connections for all data transfers. Importantly, when you use the spreadsheet add-ins, your stock tickers and data requests are processed securely, but your personal portfolio holdings and spreadsheet contents are not stored or accessible on Dividend Data's servers. Your financial models and private data remain within your own spreadsheet files.

What types of businesses can benefit from Fieldtics?

Fieldtics is designed for service businesses, including cleaning services, landscaping companies, electrical contractors, and more. It is versatile enough to cater to various service-oriented industries.

Is Fieldtics easy to integrate with other tools?

Yes, Fieldtics seamlessly integrates with a variety of existing tools and applications. This allows businesses to sync data, automate workflows, and maintain a centralized system for all operational needs.

Can I customize the Fieldtics platform for my business?

Absolutely! Fieldtics offers customization options that let you adjust the dashboard, branding, and menus to align with your unique business identity, making it feel like a natural extension of your operations.

Is there a free trial available?

Yes, Fieldtics offers a free forever plan with no credit card required. This allows potential users to explore the platform and its features before committing to a paid plan.

Dividend Data is a specialized financial data service that provides historical and current stock market information directly within spreadsheet applications like Google Sheets and Excel. It falls into the category of fundamental investment research tools, designed specifically to streamline analysis for income-focused investors. Users often seek alternatives for various reasons, including budget constraints, the need for different feature sets, or compatibility with other platforms like proprietary software or different data visualization tools. When evaluating different services, it's crucial to consider your core investment strategy. A dividend growth investor will prioritize different metrics than a value or technical trader. Key factors include the depth and historical range of the financial data offered, the ease of integration into your existing workflow, and the overall cost structure relative to your usage needs. The goal is to find a tool that provides reliable, actionable data without unnecessary complexity or expense. Ultimately, the right alternative should feel like a natural extension of your research process, delivering the specific metrics you need in a format you can immediately use. It's about finding a balance between comprehensive data access, usability, and value, ensuring the tool saves you time and enhances your decision-making rather than creating more work.

Fieldtics is an all-in-one platform designed for service businesses, streamlining various operational tasks such as scheduling, customer management, invoicing, and payment processing. As a comprehensive solution, it aims to enhance efficiency by centralizing essential tools in a user-friendly manner. Users often seek alternatives to Fieldtics for several reasons, including pricing considerations, specific feature requirements, or the need for a platform that better aligns with their business model. When searching for an alternative, it's important to evaluate factors such as ease of use, integration capabilities, customer support, and customization options to ensure the chosen solution meets your unique operational needs.