Dividend Data vs finban

Instant Spreadsheet Integration

Access over 100 critical metrics directly in your cells with 16 simple custom formulas. Whether you need the next ex-dividend date for Coca-Cola or the current P/E ratio for Microsoft, just type a function like =DIVIDENDDATA_QUOTE("MSFT", "price") and get live, updating data in under a second. It works seamlessly in both Google Sheets and Excel, turning your spreadsheet into a dynamic, connected research platform without any coding required.

Comprehensive Dividend & Fundamental Data

Go beyond simple quotes with 30+ years of deep historical data tailored for serious analysis. Get forward dividends, yields, payout ratios, and dividend growth rates. Dive into complete financial statements, earnings reports, and essential valuation and profitability ratios. This feature provides the complete picture for evaluating a company's financial health and income potential over the long term.

Generous Free Tier with Perpetual Access

Jumpstart your analysis immediately with no credit card required. The free plan offers 2,500 credits every month, and crucially, it never expires. This allows you to thoroughly test the platform, build complex models, and perform significant research without any time pressure or trial period limitations, making professional data truly accessible.

Multi-Platform Terminal & AI Tools

Beyond spreadsheets, access the flagship Dividend Data Terminal web-app. It features advanced data visualizations, automated portfolio tracking, and an AI-powered research assistant. This ecosystem approach means you can conduct deep, exploratory research in the Terminal and seamlessly implement the findings in your live spreadsheet models, all within one connected platform.

Liquidity OS

With finban's Liquidity OS, businesses can accurately plan their cash flow, eliminating uncertainty in financial decision-making. Users get real-time insights into incoming and outgoing cash, empowering them to understand how long their funds will last without guesswork.

Scenario Simulation

The "What if?" scenarios feature allows users to simulate various financial options and immediately see their impact on liquidity. This data-driven approach helps in evaluating risks and benefits, enabling better strategic planning.

Budget Management

Finban connects planning with actual figures, allowing users to monitor budget deviations instantly. This feature ensures that businesses remain grounded in reality, facilitating timely adjustments and improved financial discipline.

Smart Forecasts

Avoid outdated forecasts with finban's smart forecasting capabilities. The tool keeps projections updated and easily manageable, helping users to base their decisions on current, data-driven insights rather than cumbersome, manual updates.

Building a Dividend Growth Model

Easily screen and model dividend aristocrats and kings. Use functions to pull decades of dividend history and growth rates directly into your spreadsheet to calculate Chowder Numbers, analyze payout safety through ratios, and forecast future income. Automate your entire screening process to identify the most reliable long-term income stocks without manual data entry.

Creating a Live Portfolio Dashboard

Construct a master portfolio tracker that updates in real-time. Link cells to pull current prices, dividend yields, and annual income for each holding. Aggregate totals to see your portfolio's overall yield, projected income, and daily value change automatically, giving you a constantly up-to-date snapshot of your investments.

Conducting Comparative Company Analysis

Quickly pull key financial ratios and metrics for multiple companies side-by-side. Compare P/E ratios, debt-to-equity, profit margins, and revenue growth across an entire sector directly in a single sheet. This allows for fast, data-driven investment thesis development and peer group benchmarking.

Automating Financial Statement Analysis

Streamline deep dives into company fundamentals. Use formulas to import entire income statements, balance sheets, and cash flow statements over multiple years. Calculate custom ratios, track trends in revenue and EPS, and assess financial health automatically, saving hours of manual data collection and formatting.

Financial Planning for Startups

Startups can leverage finban to maintain a clear overview of their financial health. By tracking cash flow and forecasting future earnings, they can make strategic decisions about hiring and investments with confidence.

Nonprofit Fundraising Management

Nonprofits can use finban to analyze incoming donations and expenditures, allowing them to derive insights that inform fundraising campaigns. This clarity helps ensure that resources are allocated efficiently.

Multi-Entity Financial Oversight

Businesses with multiple entities can utilize finban to consolidate financial data from various sources. This provides them with a comprehensive cash overview, making it easier to manage diverse financial operations.

Project Budgeting and Tracking

For companies managing multiple projects, finban facilitates real-time tracking of project budgets against actual spending. This enables teams to identify variances early and make necessary adjustments to stay on track.

Dividend Data is the revolutionary toolkit that transforms your everyday spreadsheet into a professional-grade investment research terminal. Built by a dividend investor for dividend investors, it eliminates the tedious, error-prone process of manually copying and pasting stock data. With over 30 years of historical market data for more than 80,000 tickers, it brings institutional-quality financial intelligence directly into the tools you already use: Google Sheets and Microsoft Excel. The magic happens through simple, custom formulas. Just type =DIVIDENDDATA_DIVIDENDS("MSFT") and watch the forward annual dividend appear instantly. No API keys, no complex coding, and no more jumping between browser tabs. It’s designed for fundamental and dividend investors who demand deep data—dividends, yields, payout ratios, growth rates, full financial statements, key ratios, and price history—without the institutional price tag. Start with a powerful free tier offering 2,500 monthly credits that never expire, and experience the future of streamlined, data-driven investing today.

finban is an innovative liquidity planning software designed to empower businesses with the financial insights they need to make informed decisions. Aimed at CFOs, financial managers, and entrepreneurs, finban acts as a reliable financial assistant, helping users to manage and forecast their cash flow without the chaos of Excel spreadsheets. By providing a clear and concise overview of liquid assets, expected revenues, and expenditures, finban ensures that users can confidently navigate hiring, taxes, projects, and investments. Its intuitive interface allows for quick setup and real-time updates, making it a go-to tool for businesses looking to optimize their financial strategies. With finban, you can say goodbye to financial confusion and hello to clarity and control over your finances.

How does the free tier work?

The free tier provides 2,500 credits every month, which renew automatically. There is no expiration date or trial period; you can use the free plan indefinitely. Credits are used each time a spreadsheet function recalculates and fetches fresh data from our servers, allowing for substantial usage for personal analysis and modeling.

What data can I access with the spreadsheet functions?

You can access over 100 metrics spanning dividends, quotes, financial ratios, and fundamental data. This includes forward and historical dividends, yield, ex-dividend dates, current price, volume, P/E ratio, EPS, revenue, EBITDA, and much more. Full documentation lists all available functions and their parameters.

Do I need to install software?

For Google Sheets, you install an Add-on from the Google Workspace Marketplace. For Microsoft Excel, you install an Add-in from Microsoft AppSource. Both processes are quick and guided. Once installed, the custom functions are available in your spreadsheet just like native formulas, with no separate software to run.

Is my data and portfolio information secure?

Yes. Dividend Data uses secure, encrypted connections for all data transmission. Your portfolio data and API usage are kept private. The company does not sell your personal data or investment information. You can review the full details in the Privacy Policy available on the website.

How does finban help with cash flow management?

finban provides real-time insights into your cash flow, allowing you to see exactly what comes in and what goes out. This helps you manage your liquidity effectively and make informed financial decisions.

Can I integrate finban with other tools?

Yes, finban offers integrations with various tools like Lexware, Stripe, and Google Sheets, allowing you to consolidate your financial data in one place for easier access and analysis.

Is there a trial period for finban?

Absolutely! finban offers a 14-day free trial, allowing users to explore its features and see how it can benefit their financial planning efforts without any commitment.

What makes finban different from Excel?

Unlike Excel, finban is designed specifically for financial planning and liquidity management, offering real-time updates, scenario simulations, and integrated data sources, which eliminates the common chaos associated with spreadsheet management.

Dividend Data is an automatic stock data platform that brings institutional-grade financial data directly into your spreadsheets. It falls into the category of financial data tools designed for self-directed investors, specifically those focused on dividends and fundamental analysis. It turns Google Sheets and Excel into powerful, live research terminals with simple formulas. Users often explore alternatives for a few key reasons. They might need a different pricing model, require specific data points or integrations not offered, or need a solution that works on a different platform entirely. Some may seek more advanced analytical tools or a different user experience beyond the spreadsheet environment. When evaluating any tool in this space, focus on your core needs. Consider the depth and history of the data, the reliability and update frequency, the total cost, and how seamlessly it fits into your existing workflow. The best choice is the one that gives you accurate, actionable data with the least amount of friction, letting you focus on analysis instead of data collection.

Finban is your go-to financial companion, aptly described as "the CFO in your pocket." This innovative solution belongs to the Business & Finance category, empowering users to navigate their financial decisions with ease. Finban simplifies liquidity planning, ensuring that you can make informed choices about hiring, taxes, projects, and investments without the chaos of Excel spreadsheets. Users often seek alternatives to finban for various reasons, including pricing concerns, feature sets, or specific platform capabilities that better align with their needs. When exploring alternatives, it’s essential to consider factors such as ease of use, integration with existing tools, scalability, and customer support. These elements can significantly enhance your financial management experience.