Dividend Data vs Pure Tax Investigations

Live Spreadsheet Integration

This is the core magic. Embed real-time and historical market data directly into your Google Sheets or Excel with simple, custom formulas. No more manual updates, broken API scripts, or flipping between tabs. Your spreadsheet becomes a dynamic, auto-refreshing dashboard. Just input a ticker and a parameter, and data like the current price, next dividend date, or PE ratio appears instantly, keeping your models and trackers perpetually up-to-date with a single click.

Comprehensive Dividend & Fundamental Metrics

Go far beyond basic price quotes. Access a deep library of over 100 metrics specifically curated for fundamental analysis. Pull forward annual dividends, yield, growth rates, and payout ratios for dividend sustainability checks. Dive into full income statements, balance sheets, cash flows, and key ratios like PE, PB, and Debt-to-Equity. This feature provides the complete financial picture needed for rigorous stock evaluation without ever leaving your spreadsheet.

30+ Years of Historical Data

Backtest strategies and analyze long-term trends with confidence. Dividend Data provides an extensive historical database spanning more than three decades for a vast universe of 80,000+ global tickers. Chart dividend growth consistency, examine financial performance through market cycles, and build robust historical models. This depth of historical context is critical for serious investors and is typically locked behind expensive institutional platforms.

AI-Powered Research Assistant (Pro Terminal)

Level up your research with integrated artificial intelligence. The Pro Terminal features an AI Analyst that acts as your personal research assistant. Chat with it to get summaries of company financials, ask complex comparative questions, generate investment theses, and uncover insights from the massive dataset instantly. This turns raw data into actionable intelligence, accelerating the due diligence process dramatically.

Tailored Advisory Services

Our advisory services are customized to meet the specific needs of each client. We analyze their tax affairs thoroughly to offer clear, pragmatic advice that considers their unique circumstances, ensuring they feel supported throughout the process.

Expertise in HMRC Investigations

With a team led by an ex-HMRC senior Tax Inspector, we provide unparalleled insights into HMRC’s operational approaches. This expertise allows us to devise effective defense strategies for clients facing serious tax investigations, safeguarding their interests.

Comprehensive Tax Disclosure Support

We guide clients through the complexities of tax disclosures, including the Worldwide Disclosure Facility and Let Property Campaign. Our in-depth knowledge ensures that clients can navigate these disclosures effectively while complying with legal obligations.

Commitment to Client Peace of Mind

Understanding that tax investigations can be stressful, we focus on delivering peace of mind. Our specialists work diligently to manage client anxieties, ensuring they feel secure and informed throughout the investigation process.

Automated Dividend Portfolio Tracking

Manually tracking dividend payments, ex-dates, and yields across a portfolio is a tedious relic of the past. Create a master tracker sheet that uses formulas to automatically pull the next ex-dividend date, declared amount, and yield for every holding. Set up conditional formatting to alert you of upcoming payments, and dynamically calculate your portfolio's total forward income and average yield without ever manually inputting a data point.

Building Dynamic Stock Screening Models

Construct powerful stock screens entirely within your spreadsheet. Use functions to pull criteria like PE ratio under 20, dividend yield over 3%, and payout ratio below 60% for a watchlist of tickers. The live formulas allow you to refresh the entire screen with one recalculation, instantly highlighting stocks that meet your evolving investment criteria. This creates a flexible, personalized screening tool far more adaptable than rigid web-based screeners.

Conducting Deep-Dive Fundamental Analysis

Perform comprehensive company analysis on a single sheet. Create a dedicated tab for a stock where you pull 10 years of revenue, EPS, dividend history, and key financial ratios side-by-side. Calculate growth rates, chart trends, and assess financial health directly in Excel or Sheets, using your own formulas alongside Dividend Data's live feeds to build a complete, customizable research report.

Backtesting Investment Strategies

Validate your investment hypotheses with historical data. Use the historical price and dividend functions to simulate how a strategy like "Dogs of the Dow" or a high-yield, low-payout-ratio approach would have performed over the last 10-20 years. Build a backtesting model that calculates total returns, including dividends, to stress-test your strategy's resilience across different market environments before risking capital.

Business Tax Investigations

Businesses facing HMRC inquiries can rely on our expertise to address complex tax issues. We help clients navigate investigations under COP9 and COP8, providing robust defenses tailored to their unique situations.

Personal Tax Disclosures

Individuals needing to disclose historical income or gains can turn to us for guidance. We facilitate the disclosure process, ensuring compliance with regulations while protecting clients' financial interests.

Corporate Tax Compliance

Large corporations undergoing compliance checks or facing tax enquiries can benefit from our specialized knowledge. We work closely with corporate clients to ensure their tax affairs are structured efficiently and meet HMRC requirements.

Entrepreneurs Facing Tax Challenges

Entrepreneurs often encounter unique tax challenges. Our specialists provide tailored support to help them manage their tax affairs, from routine inquiries to serious investigations, allowing them to focus on their business growth.

Forget clunky APIs and endless copy-pasting from financial websites. The game has changed. Dividend Data is the disruptive force democratizing institutional-grade stock market intelligence, bringing it directly into the spreadsheets where investors already live. This isn't just another data feed; it's a seamless integration engineered for the modern, data-driven investor. Built by a dividend investor for dividend investors, it transforms Google Sheets and Microsoft Excel into a powerful, live-terminal experience with zero coding required. Simply type intuitive custom formulas like =DIVIDENDDATA_DIVIDENDS("MSFT") and watch as over 30 years of historical data for 80,000+ tickers populates your cells instantly. Access critical metrics: forward yields, payout ratios, ex-dividend dates, full financial statements, valuation ratios, and comprehensive price history. With a radically generous free tier offering 2,500 monthly credits that never expire, it removes all barriers to entry. This tool is built for fundamental and dividend investors who demand depth, accuracy, and efficiency without the bloated cost of traditional Bloomberg terminals, enabling smarter, faster investment decisions directly within their existing workflow.

Pure Tax Investigations is a leading advisory service that specializes in tax dispute resolution and investigations, primarily serving businesses and entrepreneurs facing complex tax issues. Our dedicated team provides a vital buffer between clients and HMRC, ensuring that they receive bespoke and pragmatic advice tailored to their unique situations. We understand the pressures that arise from routine inquiries and serious investigations, such as Code of Practice 9 (COP9) and Code of Practice 8 (COP8). Our robust defense strategies help clients navigate these challenges with confidence. We also assist with tax disclosures, including the Worldwide Disclosure Facility (WDF) and Let Property Campaign (LPC), ensuring comprehensive support for all aspects of tax compliance. Led by Amit Puri, a former HMRC senior Tax Inspector with over 20 years of experience, our team is committed to preserving client wealth while delivering peace of mind in turbulent times.

How does the free tier work and what are credits?

The free tier is incredibly robust, offering 2,500 credits per month that never expire. Each data point you pull with a formula (e.g., one cell with =DIVIDENDDATA_QUOTE("AAPL", "price")) typically costs 1 credit. This allows for substantial usage for individual investors tracking a portfolio or analyzing a few companies. There's no trial period; the free tier is permanently available, making it easy to start and scale as needed.

Do I need an API key or coding skills to use it?

Absolutely not. This is the key differentiator. There are no API keys to manage, no scripts to write, and no coding required. You install the add-in from the Google Workspace Marketplace or Microsoft AppSource, and it instantly adds the custom functions to your spreadsheet's formula library. It's designed for investors, not developers.

What data sources does Dividend Data use?

Dividend Data aggregates and cleans data from multiple high-quality, reputable financial data providers to ensure accuracy and comprehensiveness. The specific sources are proprietary, but the focus is on delivering institutional-grade, reliable data for fundamental metrics, dividends, and financial statements, all normalized and ready for analysis in your spreadsheet.

Can I use it in both Google Sheets and Microsoft Excel?

Yes, seamlessly. Dividend Data offers native add-ins for both major spreadsheet platforms. The custom functions and core experience are consistent across Google Sheets and Microsoft Excel. Your workflow remains the same whether you're collaborating online in Sheets or working offline in a desktop Excel file, providing maximum flexibility.

What is Pure Tax Investigations?

Pure Tax Investigations is a premier advisory service that specializes in tax dispute resolution, offering bespoke support to businesses and entrepreneurs facing complex tax inquiries and investigations.

How can you help with HMRC investigations?

We provide tailored advice and defense strategies for clients facing HMRC investigations, such as COP9 and COP8. Our experienced team acts as a buffer, ensuring your interests are protected during the investigation process.

What types of tax disclosures do you handle?

We assist clients with various tax disclosures, including the Worldwide Disclosure Facility and Let Property Campaign. Our goal is to help clients navigate these processes smoothly while ensuring compliance with HMRC regulations.

Who leads the Pure Tax Investigations team?

Our team is led by Amit Puri, an ex-HMRC senior Tax Inspector with over 20 years of experience. His expertise, along with our dedicated specialists, ensures that clients receive top-notch service and support.

Dividend Data is a specialized financial data tool that delivers over 30 years of stock market history directly into spreadsheets. It falls into the category of fundamental investment research platforms, designed specifically for investors who prioritize dividends and long-term value. Users often explore alternatives to find a better fit for their budget, specific feature requirements like different metrics or data sources, or compatibility with other analysis platforms. When evaluating other options, savvy investors should prioritize a few key areas. Look for the depth and reliability of historical data, especially for dividend history. Consider the ease of integration with your existing workflow, whether that's in Excel, Google Sheets, or another tool. Finally, assess the pricing model transparency and whether the tool's core functions align with your specific investment strategy, be it deep fundamental screening or dividend growth tracking. The right tool should feel like a natural extension of your analysis process, removing data friction so you can focus on making informed decisions.

Pure Tax Investigations is a premier advisory service specializing in tax dispute resolution and investigations, operating within the business and finance category. Users often seek alternatives to Pure Tax Investigations due to various factors such as pricing, specific features that may better suit their needs, or different platform requirements. The search for alternatives typically stems from a desire for tailored services, flexibility in pricing, or a more personalized approach to tax compliance and dispute resolution. When choosing an alternative, it's essential to consider the expertise of the team, the comprehensiveness of services offered, and the level of client support available. A well-rounded alternative should not only provide robust tax investigation solutions but also ensure ongoing guidance and clear communication throughout the process.