Squirrel Stocks — Portfolio Tracker for Long-Term Investors
Squirrel Stocks is a portfolio tracking and investor education platform built for long-term, income-focused investors. It combines dividend tracking, portfolio analytics, a research screener, and plain-language educational content in one place.
What Squirrel Stocks does
The platform lets you track your holdings, monitor dividend income, set income targets, and review portfolio health — all without switching between spreadsheets and brokerage apps. Key tools include:
- Portfolio tracker — add holdings, track cost basis, current value, and unrealised gain across multiple currencies.
- Dividend calendar — see upcoming ex-dividend and payment dates for every stock in your portfolio.
- Income targets — set an annual dividend income goal and track progress month by month.
- Research screener — filter stocks by dividend yield, payout ratio, sector, and quality metrics.
- Portfolio health score — a weighted score that combines concentration, sector diversification, dividend safety, and coverage into a single view.
- AI portfolio reports — generated summaries of portfolio strengths, weaknesses, and next steps, tailored to your investor persona.
Investor education
Squirrel Stocks publishes free educational content alongside the tools. The investing wiki covers key terms like dividend yield, payout ratio, dividend coverage, P/E ratio, and discounted cash flow — 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
- 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 payout ratio leaves more room for dividend growth and is generally safer. A ratio above 80–90% may signal a dividend at risk.
- Dividend Coverage
- Earnings per share divided by dividend per share. Coverage of 2x means the company could pay its dividend twice over from current earnings — a healthier buffer than coverage of 1.1x.
- Yield on Cost
- The dividend yield based on the price you originally paid, not the current market price. Long-term holders in compounding dividend growers often see yield on cost far exceed the current yield.
- Portfolio Health Score
- Squirrel Stocks calculates a weighted score across concentration, sector diversification, dividend safety, and dividend coverage to give you a single view of overall portfolio quality.
Who the platform is for
Squirrel Stocks is designed for individual investors who want to grow passive income through dividends over the long term. The platform supports eight investor personas — from the Seedling (just starting out) to the Power Investor (running concentrated, conviction-led portfolios). Each persona shapes how the dashboard surfaces insights and which coaching prompts appear in-product.
Free and paid tiers
The Learner tier is free and includes portfolio tracking, the dividend calendar, the wiki, and lessons. Investor Pro adds the research screener, AI reports, advanced analytics, and priority support.
Public pages
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