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 — product changelog and the day's market headlines
About — mission, content standards, and contact details
Methodology — how calculations and content are built and reviewed
Privacy Policy
Terms and Conditions
Contact

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Legal

Terms and Conditions

These terms govern use of Squirrel Stocks. Please read them before creating an account or using portfolio features.

Last updated: August 27, 2026

1. Who can use Squirrel Stocks

You must be at least 18 years old, or the age of majority in your country, to create an account.

You are responsible for keeping your login details private and for activity on your account.

2. Service scope

Squirrel Stocks provides portfolio tracking, research tools, and educational market content.

Nothing on this site is personal financial advice, tax advice, or a recommendation to buy or sell any security.

3. Your responsibilities

You are responsible for your own investment decisions. Always verify information and assess risk before acting.

Do your own research and due diligence.
Use licensed advisers when you need professional advice.
Never invest money you cannot afford to lose.

4. Acceptable use

You agree not to misuse the platform.

No unlawful activity, fraud, abuse, or market manipulation.
No attempts to access systems or data without permission.
No scraping, reverse engineering, or redistribution of protected content.

5. Data and availability

Market and company data can be delayed, incomplete, or corrected after publication.

We do not guarantee uninterrupted availability of the site or any specific feature.

6. Intellectual property

Site content, branding, and software are owned by or licensed to Squirrel Stocks Ltd.

You may use the service for personal use only unless we provide written permission for other use.

7. Third-party services

The service may include links to third-party websites or tools.

We are not responsible for third-party content, services, or claims.

8. Liability and warranty limits

The service is provided on an as-is and as-available basis.

To the fullest extent permitted by law, we are not liable for indirect or consequential losses resulting from your use of the service.

9. Changes and termination

We can update these terms from time to time. Continued use after changes means you accept the updated terms.

We may suspend or terminate access for violations of these terms or legal requirements.

10. Governing law and contact

These terms are governed by the laws of England and Wales.

Questions about these terms can be sent to contactus@squirrelstocks.co.uk.

Need help?

Questions about these terms can be sent to contactus@squirrelstocks.co.uk.

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