Dividend Data vs Fieldtics

Comprehensive Spreadsheet Integration

The platform provides seamless integration with both Google Sheets and Microsoft Excel via dedicated add-ins. Users access data through 16+ custom functions, such as DIVIDENDDATA_DIVIDENDS, DIVIDENDDATA_RATIOS, and DIVIDENDDATA_QUOTE. These functions allow for dynamic, live data retrieval directly into spreadsheet cells, transforming static sheets into powerful, auto-updating analysis tools. The integration requires no coding, maintaining the familiar spreadsheet environment while supercharging its capabilities with professional data feeds.

Extensive Historical & Fundamental Data Library

Dividend Data grants instant access to a deep historical database covering 30+ years of market data. This includes not only dividend history and forward-looking metrics but also complete fundamental data: income statements, balance sheets, cash flow statements, and over 100 key financial ratios (e.g., P/E Ratio, Debt-to-Equity). The coverage of 80,000+ tickers ensures data is available for a vast array of global stocks, ETFs, and other securities, supporting thorough historical trend analysis and comparative fundamental research.

Dividend-First Analytical Functions

Tailored specifically for income investors, the tool offers specialized functions that output critical dividend metrics. Users can retrieve forward annual dividends, forward dividend yields, next ex-dividend dates, payout ratios, and dividend growth rates with single formulas. This focused feature set allows for rapid screening, yield calculation, and sustainability analysis directly within a portfolio model or research sheet, streamlining the workflow for constructing and monitoring dividend growth portfolios.

Free Tier with Generous Monthly Credits

A key differentiator is the sustainable free access model. The platform offers a permanent free tier that provides 2,500 credits per month without trial expiration or credit card requirements. This allows users to perform substantial monthly analysis, such as pulling data for hundreds of stock queries, at zero cost. This model lowers the barrier to entry for individual investors and provides real utility before any upgrade consideration.

Smart Job Scheduling

Fieldtics features advanced job scheduling capabilities that allow users to efficiently allocate resources and manage appointments. With an intuitive interface, teams can view their schedules at a glance, assign tasks to team members, and receive real-time updates on job statuses, ensuring that every project progresses smoothly.

Customer Relationship Management (CRM)

The built-in CRM system enables service businesses to maintain comprehensive records of customer interactions. Users can track leads, manage customer data, and streamline communication, which enhances customer satisfaction and fosters long-term relationships. This feature also assists in organizing customer history for better service delivery.

Invoicing and Payment Processing

Fieldtics simplifies financial transactions with its invoicing and payment processing features. Users can create professional invoices, send them directly to clients, and accept payments online. This streamlines the billing process, reduces delays in payment collection, and enhances cash flow management for service-oriented businesses.

Expense Tracking

To support financial oversight, Fieldtics includes an expense tracking feature that allows users to log and manage all business-related expenses. This functionality helps businesses maintain a clear view of their financial health, facilitating budget management and ensuring that all costs are accounted for efficiently.

Automated Dividend Portfolio Tracking

Investors can build a dynamic dividend portfolio tracker in their preferred spreadsheet. By using formulas like DIVIDENDDATA_DIVIDENDS to pull yield and payment data for each holding, the portfolio sheet can automatically calculate projected annual income, portfolio yield, and track ex-dividend dates. This eliminates manual data entry and ensures the portfolio dashboard always reflects the latest declared dividends and share prices.

Fundamental Stock Screening and Analysis

Analysts and investors can create custom stock screens using the live data functions. By building a sheet with columns for various metrics (e.g., P/E ratio, dividend yield, payout ratio, EPS growth), users can paste a list of tickers and instantly populate a comparable analysis matrix. This facilitates rapid identification of stocks meeting specific fundamental criteria, such as those with a yield above 3%, a P/E below 20, and a payout ratio under 60%.

Historical Financial Performance Research

For deep-dive research on a specific company, users can construct multi-year financial models. Formulas can pull 10+ years of annual revenue, net income, EPS, and dividend per share data into adjacent columns, enabling the creation of charts and the calculation of compound annual growth rates (CAGR) for critical financial metrics. This supports thorough due diligence on a company's long-term financial health and dividend growth trajectory.

Educational Modeling and Backtesting

Students and investing enthusiasts can use the historical price and dividend data to build educational models. For instance, they can create a sheet to backtest a dividend reinvestment plan (DRIP) strategy by pulling historical prices and dividend dates to simulate growth over time. This hands-on access to real historical data provides a practical tool for learning about equity analysis and portfolio mechanics.

Managing a Cleaning Service

A cleaning service can utilize Fieldtics to schedule jobs, assign cleaners to specific locations, and maintain communication with clients. The CRM feature helps track customer preferences and service history, while invoicing ensures timely payments.

HVAC Business Operations

An HVAC company can leverage Fieldtics to manage service calls, track inventory, and monitor technician performance. The ability to automate recurring invoices for maintenance contracts streamlines revenue management and keeps clients satisfied with prompt service.

Landscaping Project Coordination

Landscapers can use Fieldtics to schedule landscaping jobs, assign tasks to crew members, and track project milestones. The platform's mobile app ensures team members in the field have access to the latest project updates and customer information.

Electrical Services Management

For electrical service providers, Fieldtics offers tools to manage job schedules, customer inquiries, and invoicing. The features streamline operations, ensuring that technicians are dispatched efficiently and that client payments are processed without delay.

Dividend Data is a specialized financial data platform engineered to provide institutional-grade stock market intelligence directly within the workflow of fundamental and dividend investors. Its core product is a powerful spreadsheet add-in for Google Sheets and Microsoft Excel that eliminates the traditional barriers to accessing deep financial data. The platform delivers over 30 years of historical and real-time data for more than 80,000 global tickers through a suite of simple, custom spreadsheet formulas. Users can instantly pull critical metrics such as dividend amounts, yields, payout ratios, growth rates, complete financial statements, earnings data, valuation ratios, and price history without requiring API keys, coding knowledge, or manual copy-pasting from external sources. Built by a dividend investor for the community, Dividend Data distinguishes itself with a permanently free tier offering 2,500 monthly credits, robust functionality across both major spreadsheet ecosystems, and a focus on the specific data points that income-focused and value investors need to make informed decisions. It is designed for individual investors, financial analysts, and portfolio managers who demand comprehensive, reliable data but seek to avoid the complexity and high cost typically associated with professional financial data terminals.

Fieldtics is an all-in-one platform specifically designed for service businesses to navigate their daily operational challenges with ease and efficiency. It consolidates essential tools into a single interface, enabling users to manage job scheduling, customer relationships, invoicing, and payment processing seamlessly. Aimed at teams that operate both in the office and in the field, Fieldtics provides web and mobile applications that ensure connectivity and real-time updates. The platform offers customizable dashboards, branding options, and menu layouts, allowing businesses to tailor the user experience to their unique identity. With its ability to integrate with existing tools, Fieldtics automates workflows and centralizes data, thereby enhancing operational clarity. Users can manage leads, customers, projects, track time and expenses, and handle recurring invoices, equipping them with the control necessary to foster business growth.

What data can I access with the free tier?

The free tier provides full access to all of Dividend Data's 16+ custom functions and the entire database of over 80,000 tickers and 30+ years of history. Your usage is limited by a monthly credit allowance of 2,500 credits. Each data point retrieved (e.g., one cell with a price, a dividend yield, an EPS figure) typically consumes one credit. This allows for hundreds to thousands of data points per month, suitable for substantial personal analysis and portfolio tracking.

How does the spreadsheet add-in get installed?

For Google Sheets, you install the "Dividend Data" add-on directly from the Google Workspace Marketplace. For Microsoft Excel, you install the "Dividend Data" add-in from the Microsoft AppSource store within Excel. Both processes are straightforward, following the standard installation flow for each platform. Once installed, the custom functions become available in your spreadsheet, and you can start using them immediately after a quick account sign-up.

Is the data provided live and real-time?

The data is live and reflects the most recent information available from Dividend Data's providers. For market quotes like stock price, it is typically real-time or delayed based on the data feed. Fundamental data, such as financial statements and dividends, is updated as soon as the information is publicly released and processed. The average response time for a data request is 0.84 seconds, ensuring your spreadsheets update quickly.

Do I need to know how to code or use APIs?

No coding or API knowledge is required. Dividend Data is designed specifically to be a no-code solution. All data integration is handled through simple, pre-built spreadsheet formulas that work identically to native functions like SUM() or VLOOKUP(). You only need to know the ticker symbol and the metric code (provided in the documentation) to retrieve any data point.

What types of businesses can benefit from Fieldtics?

Fieldtics is tailored for service-oriented businesses across various industries, including cleaning, HVAC, landscaping, and electrical services. Its versatile features cater to any organization needing efficient job and customer management.

Is there a mobile app for Fieldtics?

Yes, Fieldtics provides a mobile app that enables users to manage their operations on-the-go. This app ensures that team members can access real-time updates, schedules, and customer information, enhancing productivity in the field.

Can I customize the Fieldtics platform?

Absolutely. Fieldtics allows users to customize their dashboards, branding, and menu layouts to reflect their business identity. This flexibility ensures that the platform aligns seamlessly with existing workflows.

Is there a free trial available for Fieldtics?

Fieldtics offers a free tier that allows users to get started without any credit card requirements. This free plan includes essential features like job scheduling and CRM, enabling users to explore the platform's capabilities at no cost.

Dividend Data is a specialized financial data add-on for Google Sheets and Microsoft Excel, falling into the category of fundamental and dividend investment analysis tools. It provides direct spreadsheet integration for historical dividend data, financial statements, and key metrics without requiring programming skills or API management. Users may explore alternatives for various reasons, including specific budget constraints, the need for different data points like options or macroeconomic indicators, integration with other platforms such as trading software, or a preference for a standalone desktop application rather than a spreadsheet add-on. The core requirement often remains consistent: reliable, historical financial data to inform investment decisions. When evaluating an alternative, key considerations should include the depth and historical range of the dividend dataset, the total cost relative to your data consumption, the ease of integration with your existing workflow, and the breadth of supplementary fundamental metrics offered, such as financial ratios and earnings data.

Fieldtics is an all-in-one platform designed specifically for service businesses, falling under the Business & Finance category. It offers a suite of tools that streamline essential operations such as scheduling, customer management, invoicing, and payment processing. Users often seek alternatives to Fieldtics for various reasons, including cost considerations, specific feature requirements, and the need for platform compatibility that better aligns with their business processes. When looking for an alternative to Fieldtics, it’s important to evaluate the specific functionalities that matter most to your operations. Consider factors such as ease of use, integration capabilities with existing software, customization options, and overall cost-effectiveness. Ensuring that the alternative can meet the unique demands of your business while providing a seamless user experience will be crucial in making an informed decision.