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
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