The Spreadsheet Add-ins at a Glance
Custom Excel and Google Sheets functions that pull live dividend and financial data straight into your cells.
The spreadsheet add-ins are the original Dividend Data product: custom functions for Excel and Google Sheets that pull live market data straight into your cells. Type one formula and a yield, a full dividend history, or an entire income statement appears. It refreshes on its own, so the sheet stays current without copy-paste.
What You Get
- 16 functions covering dividends, financial statements, metrics, ratios, quotes, company profiles, growth rates, fund data, analyst estimates, and more. 8 of them are on the free plan; the rest (including the batch functions and the analyst-data functions) are Pro.
- The same account as the Terminal. Your Terminal sign-in, plan, and data all carry over, with nothing separate to buy or manage.
- Coverage for stocks, ETFs, and funds worldwide, with the same data the Terminal's research pages show.
Credits: One Pool, Two Products
Each formula call spends data credits from a single monthly pool shared across the add-ins and the Terminal: 2,500 credits per month on Free, 150,000 on Pro. Credits are spent per data point returned (a single value costs one credit, a spilled table one per figure), so the free allowance covers a working watchlist sheet comfortably. Full details in How Credits Work.
History Depth
On the free plan the statement, metrics, growth, ratio, and quote functions return roughly five years of history, enough for recent-trend work. Pro extends them to 30+ years, which is where long-term dividend-growth and statement analysis gets interesting.
Where to Manage Everything
The Spreadsheets hub in the Terminal is home base: install links for both platforms, a searchable function reference with a point-and-click Formula Builder, ready-made templates, your live month-to-date credit usage, and a plan comparison.
Ready to set up? Start with Install the Google Sheets Add-in or Install the Excel Add-in.
Frequently Asked Questions
Do the add-ins cost extra on top of a Terminal subscription?
No. One account covers both: the free plan includes 8 functions and 2,500 monthly credits, and a Pro subscription unlocks all 16 functions and 150,000 credits across the Terminal and both add-ins.