From Wall Street to Main Street
With 25+ years in financial services and technology, I've spent my career building tools that make complex investment analysis accessible. After leading global technology teams at a major online brokerage and founding a retirement planning company, I started SheetInvestor to put powerful analytics into the hands of everyday investors.
Why I built Dividend Toolkit
Many robust financial tools are locked behind enterprise software or steep subscription fees. Dividend Toolkit brings institutional-grade dividend analytics into Google Sheets so investors of all sizes can make better decisions without juggling multiple apps.
Keeping core features free
Essential functions remain free so anyone can start tracking and learning.
User-driven development
Feature roadmap shaped by real user feedback and requests.
Reliable data
Intelligent caching and stable data feeds for consistent results.
Privacy-first
No tracking, no data retention — your spreadsheets stay private.
My commitment
I'm committed to delivering accurate, practical tools that help people meet concrete goals — whether that's buying a home, planning for retirement, or building passive income. Your feedback directly influences new features and improvements.
Want to try the Dividend Toolkit? Install it from the Google Workspace Marketplace →