✅ Available now
Dividend Toolkit
Latest dividends, forward/trailing yields, growth, and income forecasts — directly in Sheets.
Save and Invest smarter — right inside Google Sheets
SheetInvestor is a growing suite of add‑ons for savers and investors. First release: Dividend Toolkit — analyze dividends, calculate yields, and forecast income with approachable, professional‑grade formulas.
12+
Analysis functions
2+
Years of data
Stocks & ETFs
Broad coverage
Built by a founder with 30+ years in financial technology — bringing institutional insights to everyday spreadsheets.
Learn more →
🧩 A growing suite
SheetInvestor Add‑ons
Start with Dividend Toolkit today. As we release new tools, this section automatically scales to a full catalog.
🛠 Coming soon
Portfolio Analytics
Holdings import, performance, allocation drift, and risk snapshots.
Join waitlist
🛠 Coming soon
Expense Tracking
Simplify budgeting and Expense Tracking.
Join waitlist💡 Powerful features
Everything you need for smart dividend investing
Built for individual investors and financial professionals. Get dividend data, calculate yields, predict next payments, and analyze growth trends — all inside Google Sheets.
Real‑time Dividend Data
Pull recent dividend payments and ex‑dates with smart caching for performance.
Yield & Growth Calculations
Trailing/forward yields, growth rates, and automated trend analysis.
Forecast & Estimates
Estimate next payments and projected annual dividend income using historical patterns.
One‑click Dashboards
Pre‑built templates to visualize timelines, yields, and portfolio income.
🔧 Function Library
Essential dividend analysis functions
Copy‑paste these formulas directly into your Google Sheets. All functions work with common stock tickers and most ETFs.
=latestDividend("AAPL")
Latest Dividend
Gets the most recent dividend amount paid.
=lastDividendDate("MSFT")
Last Payment Date
Returns the date of the most recent dividend payment.
=ytdDividend("JNJ")
Year‑to‑Date Total
Sum of all dividends paid in the current year.
=trailingAnnualDividend("KO")
Trailing 12‑Month
Total dividends paid over the last 12 months.
=forwardAnnualDividend("PG")
Forward Annual
Projected dividend payments for the next 12 months.
=dividendGrowthTrend("HD")
Growth Analysis
Calculates growth rate and identifies trends.
💡 Quick Tips
- Trailing = data from the last 12 months
- Forward = projected data for next 12 months
- Works with stocks, ETFs, and most ADRs
- Functions update automatically when you refresh
🗺️ Roadmap & trust
What's next & how we build
We ship iteratively, with privacy‑first principles. Your data stays in your spreadsheet. Nothing is sold to advertisers.
Upcoming
- Docs site with examples & templates
- Function coverage for international tickers
- Portfolio Analytics preview
Privacy & Security
Your sheet is your database. We minimize external calls and never sell personal data.
Ready to transform your dividend analysis?
Install Dividend Toolkit and bring institutional‑grade dividend analytics into your spreadsheets.