DIY Portfolio Manager
Tool for Excel that tracks investment portfolios with automatic stock quotes, FiFo calculations, and key performance indicators.
yaicoPrice not published
Dividend Data
by Dividend DataMicrosoft 365Price not published
Brings dividend, financial statement, ratio, quote, and estimate data into Excel through custom formulas.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
Dividend Data provides financial data in Excel through custom functions. Functions cover dividends, financial statements, metrics, ratios, quotes, and analyst estimates. Dividend data includes payment dates, ex-dividend dates, growth rates, payout ratios, CAGRs, payment frequency, and expected payments. The add-in also includes formula building, batch queries, quick data insertion, and spreadsheet auto-refresh.
Key capabilities
from the Microsoft Marketplace listingDividend data
Provides dividend history, growth rates, payout ratios, ex-dividend dates, payment dates, declaration dates, CAGRs, payment frequency, and expected payments.
Financial statements
Retrieves income statement, balance sheet, and cash flow data.
Financial metrics
Provides financial metrics and ratios including P/E, ROE, and debt ratios.
Quotes and estimates
Provides real-time prices, moving averages, analyst forecasts, and price targets.
Formula builder
Provides a visual tool for building custom formulas.
Batch queries
Retrieves data for multiple stocks at once.
Spreadsheet refresh
Refreshes spreadsheet data automatically.
Use cases
- Dividend investors can create dividend tracker spreadsheets.
- Financial researchers can build stock screeners and watchlists.
- Investors can create projected dividend income calculators and valuation models.
- Users can assemble financial research dashboards.
Who it's for
Built for dividend and value investors.
How it compares
Dividend Data, IEX Cloud Stock Data, DIY Portfolio Manager, and Financial Modeling Prep all use cloud deployment and have an unknown pricing model. Dividend Data has a listed update date of Apr 2026, compared with Jan 2023 for IEX Cloud Stock Data, Nov 2022 for DIY Portfolio Manager, and May 2024 for Financial Modeling Prep.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Price not published | Cloud | |
| IEX Cloud Stock Data | Not in catalog | ||
| DIY Portfolio Manager | Price not published | Cloud | |
| Financial Modeling Prep | Price not published | Cloud | |
In the catalog
446 plugins in Excel · Analytics
Price distribution: 8 free, 17 freemium, 142 paid, 279 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published
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What the vendor says
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