Squirrel Stocks
NOW TRACKING EVERY ASSET

Your whole net worth, finally in one place.

Bring together your stocks, funds, pensions, crypto, cash and property in one dashboard you build yourself, with lessons right next to it so the numbers make sense.

See how it works

Free forever on Learner. , no card needed.

  • Stocks & fundsShares, ETFs and funds, in an ISA, SIPP or general account.
  • Cash & savingsCurrent accounts, savings, cash ISAs and Premium Bonds.
  • CryptoPublic wallet addresses, or balances held on an exchange.
  • PropertyYour home or a buy-to-let, counted as equity.
  • Pensions & morePensions, bonds and gilts, and anything else you own.
How it works

Three steps from scattered accounts to a clear picture.

  1. Bring your assets in

    Link a broker or a crypto wallet, import a CSV, or add holdings by hand, and mix all three. Broker sync and CSV import come with Investor.

    • Broker sync
    • CSV import
    • Manual entry

  2. Build your dashboard

    Pick from 22 widgets, choose the data each one shows, and arrange a view that fits how you invest.

    • Drag & drop
    • Resize
    • Auto-saved

  3. Learn as you go

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

    • Lessons
    • Glossary
    • Screener
Your dashboard

A dashboard you assemble, not settle for.

Drag, resize and swap widgets until the view matches how you invest. Your layout saves itself.

  • Line Chart
  • Balance Sheet
  • Stat Tiles
  • Goals
  • Bar Chart
  • Pie Chart
  • Dividend Safety
  • Smart Alerts
  • Fair Value Discounts
  • Price Chart
The Squirrel Stocks Dashboard Builder with portfolio value, dividend and calendar widgets
Learn as you go

Understand what you own, not just what it's worth.

Lessons, articles and research tools sit beside your portfolio, and the figures on your dashboard link to the lessons and formulas behind them.

Pricing

Start free. Upgrade when it pays off.

No card needed for Learner, or for the 2-month Investor trial. Cancel any time.

  • Learner

    Free
    Always free
    • Up to 10 stocks
    • 10 of 22 widgets, 5 on screen at once
    • Cash, crypto wallets and property
    • Intraday prices
    • The full Learning Hub
  • MOST POPULAR

    Investor

    £29.99/ year
    2 months free, no card needed
    • Up to 40 stocks
    • Broker sync & CSV import
    • 21 of 22 widgets, 40 on screen at once
    • Monthly emailed reports
    • Everything in Learner

  • Investor Pro

    £49.99/ year
    Coming soon
    • Unlimited stocks
    • Live bank balances (UK & EU)
    • All 22 widgets, 100 on screen at once
    • AI portfolio insights
    • AI report generation
Compare every feature
FeatureLearnerInvestorInvestor Pro
Portfolio data refreshIntradayIntradayIntraday
News updatesWeeklyWeeklyWeekly
Max stocks in portfolio1040Unlimited
Import portfolios—✓✓
Connect your broker—✓✓
Emailed reports—MonthlyMonthly
AI portfolio insights——✓
AI report generation——✓
Dashboard widgets10 of 2221 of 22All 22
Live bank balances (UK & EU)——✓
Widgets on screen at once540100

Paid plans are billed by Stripe, monthly or yearly, and you can cancel any time. Prices include VAT where applicable.

Everything you own. One clear view.

Set up in minutes. Free to start, no card needed.

Explore the Learning Hub