Dividend Data vs Dokta

Free Tier with Monthly Credits

Dividend Data offers a generous free tier featuring 2,500 monthly credits, allowing users to explore the platform without the pressure of a trial expiration. This way, you can test the features and see how it fits your investment strategy.

Custom Functions for Dividend Investors

With 16 custom functions at your disposal, Dividend Data covers all the essential metrics that dividend investors need. Whether you are looking for dividend yields, payout ratios, or growth rates, these functions streamline data retrieval directly into your spreadsheets.

Extensive Historical Data

Dividend Data provides over 30 years of historical stock market data. This extensive database allows investors to conduct thorough analyses and track performance over time, enabling informed investment decisions.

Compatibility with Google Sheets and Excel

Dividend Data seamlessly integrates with both Google Sheets and Microsoft Excel. This compatibility ensures that you can access live data in your preferred spreadsheet software, making it easy to incorporate into your existing workflows.

Instant AI Document Analysis

Stop typing data by hand. With Dokta, you can upload a photo, scan, or PDF of any document. In less than 60 seconds, the AI engine powered by Claude (Anthropic) will read it, classify it (e.g., as an invoice or quote), and extract all the key information like amounts, due dates, and client names. This means zero manual data entry for you, saving you hours of tedious admin work every week.

Automated Invoicing & Online Quotes

Creating professional documents is simple. Generate invoices and quotes in just a few clicks directly within Dokta. For freelancers with day-rate contracts, you can even set up automatic monthly invoicing. Furthermore, you can send quotes to clients with a secure online acceptance link. Once they accept, you can convert that quote into a final invoice with a single click, streamlining your entire sales process.

Real-Time Cash Flow Dashboard

Get an instant, clear picture of your financial health. Dokta's dashboard shows you everything at a glance: your billed revenue, collected cash, outstanding payments, and VAT status. It includes a helpful 12-month chart so you can track trends and understand your business's financial trajectory without needing to open a complicated spreadsheet.

Smart Anomaly Detection & Client Management

Dokta acts as a protective shield for your business. Its AI proactively scans for potential issues like duplicate invoices, missing invoice numbers, inconsistent VAT, or even changed bank details (IBAN) to help prevent fraud. It also automatically enriches client and supplier details using SIRET data and provides a payment scoring system, giving you a complete history and smarter insights for every contact.

Analyzing Dividend Stocks

Investors can utilize Dividend Data to analyze a variety of dividend stocks. By using custom formulas, they can quickly access vital metrics such as dividend yields and payout ratios, which are crucial for evaluating potential investments.

Portfolio Management

Dividend Data allows users to track their dividend portfolios effortlessly. Investors can automatically link their portfolios to the tool, providing them with aggregate statistics and performance insights that save time and enhance decision-making.

Financial Research

With the AI-powered research assistant, users can conduct detailed financial analysis with ease. Dividend Data equips investors with the tools necessary to chat with the AI for insights, making complex analyses simpler and faster.

Historical Performance Review

Dividend Data's extensive historical information enables investors to review long-term performance trends of their investments. By examining past earnings and price histories, they can better understand how stocks have performed and strategize accordingly.

Freelance IT Developer or Consultant

For freelancers working on a day-rate (TJM) contract, Dokta is a game-changer. You can set up your contract once, and Dokta will automatically generate and send your monthly invoices for you. It tracks all payments and sends polite, professional reminders for any late ones. This lets you focus entirely on your coding and client projects while your billing runs smoothly in the background.

Creative Freelancer (Designer, Photographer, Writer)

Manage your creative projects from the first quote to the final payment without hassle. Create a beautiful quote and send it to your client with an online acceptance link. When they approve it, convert it to an invoice in one click. Dokta keeps all documents, communications, and payment statuses for that project in one place, so you can stay organized and creative.

Auto-Entrepreneur / Micro-Entrepreneur

Running a solo business should be simple. Dokta helps you create compliant invoices, effortlessly track what money has come in, and sets up helpful alerts for important deadlines like URSSAF payments. It gives you a clear view of your turnover against your tax ceiling, removing the guesswork and stress from your administrative and financial management.

Growing Small Business or Startup

As your business expands, so does the paperwork. Dokta scales with you, providing a central hub for all document management. It automates the processing of incoming bills and outgoing invoices, gives leadership a real-time view of cash flow, and ensures nothing falls through the cracks with its deadline and anomaly tracking, all while keeping European data compliance.

Dividend Data is a powerful tool that brings over 30 years of stock market data for more than 80,000 tickers directly into your Google Sheets and Microsoft Excel spreadsheets. Designed specifically for dividend and fundamental investors, it eliminates the need for API keys, coding, or tedious copy-pasting. With Dividend Data, you gain instant access to a wealth of information including dividends, yields, payout ratios, growth rates, financial statements, earnings, ratios, price history, and over 100 metrics. By simply typing a formula, you can pull live data into your spreadsheets, making it incredibly user-friendly. This tool is built by a dividend investor who understands the needs of fellow investors, ensuring that you have the resources necessary to make informed decisions without the high costs typically associated with institutional-grade data.

Dokta is your AI-powered business assistant, designed to take the stress and time out of document management for freelancers, solo entrepreneurs, and small businesses. If you're tired of chasing payments, manually creating invoices, or losing track of contracts, Dokta is here to help. Simply drop any document—like an invoice, quote, or contract—into the platform. In under 60 seconds, Dokta's smart AI reads it, understands what it is, and pulls out all the important details for you. It then helps you manage the entire lifecycle of that document. This means you can create professional-looking invoices and quotes in a few clicks, track payments automatically, get reminders for late invoices, manage contract deadlines, and even have tasks created from your documents. Dokta builds your client database automatically, gives you a real-time view of your cash flow, and exports everything neatly for your accountant. It's built with security and privacy in mind, being fully GDPR compliant and hosted in Europe. Start for free with 15 documents per month and get back to focusing on the work you love.

How does Dividend Data integrate with Google Sheets and Excel?

Dividend Data integrates directly into Google Sheets and Microsoft Excel, allowing users to input specific formulas to retrieve live data without any coding or complex setups.

What kind of data can I access using Dividend Data?

With Dividend Data, you can access a wide range of stock market data including dividends, yield percentages, payout ratios, growth rates, financial statements, and over 100 additional metrics.

Is there a limit to the number of credits I can use?

Yes, the free tier provides you with 2,500 monthly credits. If you find that you need more data, you can explore additional pricing options available within the platform.

Who is Dividend Data designed for?

Dividend Data is specifically designed for dividend and fundamental investors who seek reliable, institutional-grade market data without the high costs associated with traditional financial services.

How does Dokta analyze my documents?

Dokta uses a combination of advanced Optical Character Recognition (OCR) and Artificial Intelligence (specifically Claude by Anthropic). When you upload a document, the system first reads all the text. Then, the AI understands the context—identifying if it's an invoice, a quote, a contract, etc.—and extracts the key data fields like dates, amounts, and names. This whole process is completed in under 60 seconds.

Is my data secure with Dokta?

Absolutely. Security and privacy are core to Dokta. Your data is 100% GDPR compliant and is hosted on secure servers within Europe (AWS Paris). All data is protected with AES-256 encryption, the same standard used by banks. Dokta is built to ensure your business information and your clients' details are kept safe and private.

What happens if I exceed my monthly document limit?

If you are on a paid plan and occasionally exceed your limit, don't worry—you won't be blocked. Dokta will notify you, and you can choose to upgrade your plan or purchase an additional bundle of documents to cover your needs for that month, ensuring your workflow is never interrupted.

Can I try Dokta for free?

Yes! Dokta offers a free "Découverte" (Discovery) tier to get you started. This plan allows you to process up to 15 documents per month (with a maximum of 5 pages per document) at no cost. It includes access to the free invoice generator and unlimited client database. You can begin without providing any credit card details.

Dividend Data is a robust tool designed for dividend and fundamental investors, offering over 30 years of stock market data for more than 80,000 tickers directly in Google Sheets and Microsoft Excel. This service allows users to access a wealth of information, including dividends, yields, and financial metrics, without the need for coding or complex setups. As users explore their options, they often seek alternatives due to factors like pricing, specific features that may better suit their investment strategies, or preferences for particular platforms. When looking for an alternative, consider factors such as the availability of historical data, ease of use, and the range of metrics provided. It's also essential to assess whether the alternative meets your unique investment needs while ensuring that it integrates well with the tools you currently use. By focusing on these aspects, you can find a solution that enhances your investment analysis and decision-making process.

Dokta is an AI-powered document management platform designed to simplify admin for small businesses and freelancers. It automates the entire document lifecycle, from creating invoices to tracking payments and deadlines, all managed by a smart AI engine. People often explore alternatives to find a tool that better fits their budget, offers specific features they need, or integrates with other software they use. Your business's unique workflow and growth stage are key factors in this decision. When looking for a different solution, consider what matters most for your daily operations. Key points to compare include pricing structure, core automation capabilities, ease of use, and where your data is stored and secured. Finding the right fit can save you significant time and money.