Privacy Policy — Dividend Data
Legal

Privacy Policy

How Dividend Data collects, uses, and protects your information across our website, Terminal, and spreadsheet add-ins.

Last updated: January 30, 2026

Section 1

Overview

Dividend Data LLC ("we", "us", "our") operates the Dividend Data website (dividenddata.com), the Dividend Data Terminal web application, and the Dividend Data spreadsheet add-ins for Google Sheets and Microsoft Excel (collectively, the "Services").

This Privacy Policy explains how we collect, use, and protect your information when you use our Services. By using any of our Services, you agree to the collection and use of information in accordance with this policy.

Company: Dividend Data LLC, Maryland, United States. For the purposes of the GDPR, the Company is the Data Controller.

Section 2

Information We Collect

Account Information

When you create a Dividend Data account, we collect:

  • Email address — required for authentication and session management
  • Name — first and last name for your account profile
  • Payment information — processed securely by Stripe; we do not store full credit card numbers

Usage Data

We automatically collect:

  • API requests made (ticker symbols queried, functions used)
  • Usage counts for credit tracking and subscription enforcement
  • Timestamps of requests
  • Device information (IP address, browser type, operating system)
  • Pages visited, time spent, and other diagnostic data

Spreadsheet Add-in Data

For our Google Sheets and Excel add-ins specifically:

  • Email address — collected during installation or sign-in for authentication
  • Session data — cached locally in your spreadsheet for performance
  • Anonymized usage data — feature usage for analytics and service improvement
Section 3

What We Do Not Collect

We want to be clear about data we never access:

  • Spreadsheet contents — We do not access, read, or store the contents of your spreadsheets
  • Personal financial data — Our add-ins fetch public market data only; we do not access your brokerage accounts or personal holdings via the add-ins
  • Formulas or cell data — Only the specific parameters you pass to our functions (like ticker symbols) are transmitted to our servers
Section 4

How We Use Your Information

We use the information we collect to:

  • Authenticate your account and validate your subscription tier
  • Track usage against your plan limits and credit allocation
  • Provide financial data through the Terminal and add-ins
  • Process payments and refunds
  • Send account notifications, onboarding, and service-related communications
  • Provide news, updates, and information about our Services (you may opt out at any time)
  • Improve our Services, troubleshoot issues, and analyze usage patterns
  • Manage your support requests
Section 5

Data Flow

All data requests from the add-ins and Terminal are routed through our own API servers. We do not send your requests directly to third-party data providers. Your identity is never shared with upstream data sources.

Your Spreadsheet / Terminal Dividend Data API Data Providers Back to You
Section 6

Sharing & Third Parties

We do not sell your personal information.

We share limited data with trusted third-party service providers solely to operate and improve our Services. These providers are contractually bound to protect your data and may only use it for the purposes we specify:

  • Payment processing — Your payment details are handled by Stripe. We never store your full card number.
  • Cloud infrastructure — We use cloud hosting, database, and API services to run our platform securely.
  • Financial data providers — Public market data is sourced through our API servers. No user identity is shared with these providers.
  • Brokerage connectivity — If you choose to link a brokerage account in the Terminal, the connection is handled by authorized third-party providers. This is entirely opt-in.
  • Email delivery — We use an email service provider for newsletter delivery, onboarding sequences, and account notifications.
  • Search services — Ticker lookup functionality is powered by a third-party search provider. No user identifiers are transmitted.

We may also disclose information when required by law, to enforce our terms, or to protect the rights, safety, or property of Dividend Data and its users.

Section 7

Cookies & Tracking

Spreadsheet Add-ins

The add-ins do not use browser cookies. Session data is stored locally using standard Office and Google storage APIs.

Website & Terminal

Our website and Terminal use cookies and similar tracking technologies:

  • Essential cookies — Session authentication and core functionality. Required for the Service to operate.
  • Functionality cookies — Remember your preferences, login details, and language settings.
  • Analytics cookies — Aggregate usage data to help us understand how the Service is used.
  • Advertising cookies — Third-party cookies that may track browsing habits to display relevant advertising.

You can configure your browser to refuse all cookies or to alert you when a cookie is being sent. Some features of the Service may not function properly without cookies.

Section 8

Data Security

We implement industry-standard security measures to protect your information:

  • HTTPS encryption for all data transmission
  • Secure API key authentication
  • Database encryption at rest
  • Session tokens for local caching (not raw credentials)
  • Access controls limiting data access to authorized personnel

While we take reasonable measures to protect your information, no method of transmission over the Internet or electronic storage is completely secure. We cannot guarantee absolute security.

Section 9

Data Retention

  • Account data — Retained while your account is active; deleted upon request
  • Usage logs — Retained for up to 12 months for analytics, billing validation, and debugging
  • Payment records — Retained as required by applicable law
  • Local cache — Cleared when you sign out of or uninstall the add-in
Section 10

Your Rights

Depending on your location, you may have the right to:

  • Access the personal data we hold about you
  • Correct inaccurate or incomplete data
  • Delete your account and associated data
  • Export your data in a portable format
  • Opt out of marketing communications at any time
  • Revoke access by uninstalling the add-ins or closing your account

To exercise any of these rights, contact us at [email protected].

Section 11

International Users & GDPR

Dividend Data is based in the United States. If you access our Services from outside the US, your data may be transferred to and processed in the United States.

For EU/EEA users: We comply with GDPR requirements. Our lawful basis for processing is contract performance (providing the service you subscribed to) and legitimate interest (improving our services). Your rights under GDPR include the right to erasure, restriction of processing, data portability, and the right to object to processing.

Dividend Data is not a "trader" under EU consumer laws and does not act as a marketplace or intermediary for financial services.

Section 12

California Residents (CCPA)

If you are a California resident, you have the right to know what personal information we collect, request its deletion, and opt out of the sale of personal information. We do not sell personal information.

A "consumer" under the CCPA means a natural person who is a California resident. To exercise your CCPA rights, contact us at [email protected].

Section 13

Children's Privacy

Our Services are not intended for users under 18 years of age. We do not knowingly collect personal data from children. If you become aware that a child has provided us with personal data, please contact us so we can take appropriate action.

Section 14

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes via email or in-app notification. Continued use of the Services after changes are posted constitutes acceptance of the updated policy.

Questions about this policy?

Email: [email protected]

Website: dividenddata.com

Help Center: help.dividenddata.com