Squirrel Stocks — Portfolio Tracker & Investment Analyser for Every Investor

Squirrel Stocks is the central place to track, analyse, and understand your investment portfolio. Whether you're just getting started or managing a complex multi-account portfolio, Squirrel Stocks brings together portfolio analytics, a research screener, income tracking, and plain-language educational content in one place.

What Squirrel Stocks does

The platform gives you a complete picture of your investments without switching between spreadsheets and brokerage apps. Key tools include:

Portfolio tracker — add holdings from any broker, track cost basis, current value, and unrealised gain across multiple currencies.
Performance analytics — understand how your portfolio is performing, where it's concentrated, and how it's diversified across sectors and geographies.
Income calendar — see upcoming ex-dividend and payment dates for every stock in your portfolio.
Stock screener — filter thousands of stocks by valuation, sector, quality metrics, and more to find your next investment.
Portfolio health score — a weighted score combining concentration, sector diversification, income safety, and coverage into a single view.
AI portfolio reports — generated summaries of portfolio strengths, weaknesses, and next steps, tailored to your investor profile.

Investor education

Squirrel Stocks publishes free educational content alongside the tools. The investing wiki covers key terms like P/E ratio, dividend yield, payout ratio, discounted cash flow, and portfolio diversification — each with a plain-English explanation and worked example. The lessons section ties those concepts directly to platform workflows so you can move from understanding a metric to using it in a real decision.

Key investing concepts covered

P/E Ratio: The price-to-earnings ratio compares a company's share price to its earnings per share. A useful starting point for assessing whether a stock looks cheap or expensive relative to its peers.
Portfolio Diversification: Spreading investments across sectors, geographies, and asset types to reduce the impact of any single holding on overall performance.
Dividend Yield: The annual dividend paid by a stock divided by its current price, expressed as a percentage. A 5% yield means you receive £5 per year for every £100 invested at the current price.
Payout Ratio: The share of a company's earnings paid out as dividends. A lower ratio leaves more room for reinvestment and dividend growth; a ratio above 80–90% may signal a dividend at risk.
Portfolio Health Score: Squirrel Stocks calculates a weighted score across concentration, sector diversification, income safety, and coverage to give you a single view of overall portfolio quality.

Who the platform is for

Squirrel Stocks is built for individual investors at every stage — from the complete beginner tracking their first few stocks, to the experienced investor managing a diversified multi-broker portfolio. The platform adapts to your investor profile and surfaces insights relevant to where you are on your investing journey.

Free and paid tiers

The Learner tier is free and includes portfolio tracking, the income calendar, the wiki, and lessons. Investor and Investor Pro unlock the stock screener, AI reports, advanced analytics, and priority support.

Public pages

Learning Hub — all educational resources in one place
Investing Wiki — glossary of investing terms and platform components
Lessons — workflow-based guides tied to platform routes and metrics
Articles — longer-form articles, blog posts, and workflow breakdowns
About — mission, content standards, and contact details
Methodology — how calculations and content are built and reviewed
Privacy Policy
Terms and Conditions
Contact

JavaScript is required for the interactive portfolio tools and dashboard. Enable JavaScript in your browser to access the full application experience.

The investing workspace to
Trac
your portfolio with confidence

Link your broker for live data, import a file, or add holdings by hand. Your portfolio feeds a dashboard you design — with lessons, articles, and research tools built in.

Live broker syncCSV importManual control

See how it works

Different dashboard examples

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Connect your data

Link a broker for live sync, import a CSV, or add holdings by hand.

Build your dashboard

Arrange a growing library of widgets into a view that fits how you invest.

Learn as you go

Lessons, articles, and research tools sit right beside your portfolio.

Step 1 · Your data

Bring your portfolio in, your way

Live broker sync, a one-off file import, or full manual control — pick the path that suits you, or mix all three. Every route feeds the same dashboard.

Link your broker

Connect once and your positions and prices stay live — no spreadsheets, no re-typing.

SchwabInteractive BrokersAlpacaTradierRobinhoodFidelity+50 more via SnapTrade

Import a file

Upload a CSV export from any broker and bring your full history across in minutes.

Works with exports from any platform

Enter it manually

Add and edit holdings by hand whenever you like — you always stay in full control.

Edit anytime, nothing locked away

Every path feeds the same live dashboard

Once your data is in, prices, dividends, and analytics update automatically — ready for the dashboard you design next.

Step 2 · The main event

A dashboard you assemble, not settle for

Your portfolio data feeds a fully customisable board. Pick from a growing library of 15 widgets, place them where you want, and build the view that matches how you actually invest.

Drag & drop

Arrange widgets anywhere on a free-form board — your layout, not a template.

Resize anything

Make the calendar huge and the legend tiny. Every widget scales to fit.

Add & remove freely

Pin the widgets that matter to you today; swap them out as your strategy changes.

Saved automatically

Your layout is remembered and restored every time you come back.

In the widget library today

Portfolio ValueStock SplitDividend SplitMonth CalendarEstimated DividendsFair Value DiscountsIncome PlannerGrowth PlannerDiversificationGoalsSmart AlertsStrategy JournalWishlistPrice ChangeChart LegendMore on the way

Step 3 · Keep learning

Learn and research without leaving

Investing makes more sense when the explanation sits next to your own portfolio. Lessons, articles, and research tools are built into the workspace — and the library keeps growing.

Ready to build your custom investing dashboard?

Start free on the Learner tier — connect your data, shape your dashboard, and learn at your own pace.

Explore the Learning Hub

Plans & Pricing

All users start on Learner (free). Upgrade anytime — cancel at any point, no commitment.

Features

Learner

FREE

Investor

£29.99/yr

Investor Pro

Coming soon

Adverts

Yes

Portfolio Data Refresh

Daily

30 mins

Instant

News updates

Daily

Hourly

30 mins

Max stocks in portfolio

Unlimited

Import portfolios

Yes

Emailed reports

Monthly

Weekly

AI portfolio insights

Yes

AI report generation

Yes

Widget access

50%

90%

100%

Active Widgets

Coming soon

Learner

FREE

Default tier for every new account. Always free.

Ad-supported experience
Up to 10 stocks in portfolio
Up to 5 active dashboard widgets
Daily price and news refresh
No AI features

Investor

£29.99/yr

For active tracking with faster data and imports.

No adverts
Up to 40 stocks in portfolio
Hourly price and news refresh
Portfolio import + monthly emailed reports

Investor Pro

Coming soon

Full feature access.

Everything in Investor
Unlimited portfolio size
Fastest refresh cadence
AI portfolio insights & report generation

Prices include VAT where applicable. Secure payment by Stripe. Cancel anytime.

The investing workspace to
Trac
your portfolio with confidence

Bring your portfolio in, your way

Link your broker

Import a file

Enter it manually

Every path feeds the same live dashboard

A dashboard you assemble, not settle for

Drag & drop

Resize anything

Add & remove freely

Saved automatically

Learn and research without leaving

Lessons & Learning Hub

Articles & Wiki

Research tools

Ready to build your custom investing dashboard?

Plans & Pricing

Learner

Investor

Investor Pro

The investing workspace toTracyour portfolio with confidence

Bring your portfolio in, your way

Link your broker

Import a file

Enter it manually

Every path feeds the same live dashboard

A dashboard you assemble, not settle for

Drag & drop

Resize anything

Add & remove freely

Saved automatically

Learn and research without leaving

Lessons & Learning Hub

Articles & Wiki

Research tools

Ready to build your custom investing dashboard?

Plans & Pricing

Learner

Investor

Investor Pro

The investing workspace to
Trac
your portfolio with confidence