Built for investors who want clearer portfolio decisions

What Squirrel Stocks does

The platform combines a dividend portfolio tracker with an investor education layer. You can track holdings, monitor dividend income, set income targets, review portfolio health, and research stocks — all without switching between spreadsheets and brokerage apps.

Educational content sits alongside the tools rather than in a separate blog. Glossary definitions, lessons, and in-product tips are tied directly to the workflows they explain.

Platform features

• Portfolio tracker — Add holdings manually or via CSV import. Track cost basis, current value, unrealised gain, and currency conversion across multi-currency portfolios.
• Dividend calendar — See ex-dividend and payment dates for every holding in your portfolio, plotted alongside estimated upcoming dividends so you can plan income month by month.
• Income targets — Set an annual dividend income goal and track how your portfolio is progressing toward it. The target view shows how much more income you need and which holdings contribute most.
• Research screener — Filter stocks by yield, payout ratio, sector, dividend coverage, and quality signals. Available on Investor Pro to help you find candidates that match your strategy.
• Portfolio health score — A weighted score across concentration, sector diversification, dividend safety, and dividend coverage. Gives you a single number to guide rebalancing decisions.
• AI portfolio reports — Automatically generated summaries of your portfolio strengths, weaknesses, upcoming catalysts, and next steps — tailored to your investor persona and maturity tier.
• Investing wiki — A free glossary of dividend and valuation terms, each with an official definition, plain-English explanation, and worked example. No account required.
• Lessons and playbooks — Workflow-based guides tied to specific platform screens and metrics. Each lesson shows you how to use a feature, what to look for, and when to act.

Who it is designed for

Squirrel Stocks is built for individual investors who want to grow passive income through dividends over the long term. The platform uses investor personas to shape how insights, coaching prompts, and dashboard defaults are presented to each user.

• Seedling — Just starting out. Building habits and learning the basics.
• Slow Grower — Long-term, passive compounder. Prefers blue chips and ETFs with steady reinvestment.
• Fortress Builder — Income-first with a focus on capital preservation and dividend safety.
• Strategist — Research-driven and methodical. Builds a thesis, tracks signals, rebalances intentionally.
• Power Investor — Ambitious and conviction-led. Runs concentrated positions with clear upside goals.
• Sprinter — Fast, tactical decision-maker. Focused on short-term catalysts and quick adjustments.
• Thrill-Seeker — High risk tolerance. Comfortable with volatility in pursuit of bigger upside.
• Outsourcer — Prefers simple portfolios and automation. Low maintenance, steady contributions.

You can choose or retake the persona quiz at any time. It shapes what the platform surfaces but never locks you out of any feature.

What makes this site different

We focus on practical implementation details: portfolio inputs, income tracking, target monitoring, and research features that are directly tied to those workflows. We publish educational content that explains how each component is used in real decision-making, including trade-offs and limitations.

How we think about quality

We do not publish content to inflate page count. Public pages are reviewed for clarity, accuracy, and usefulness. If content is too thin to help someone make a better decision, we rewrite it.

• Write content for real investors, not search engines.
• Explain assumptions, limits, and data latency clearly.
• Separate education from financial advice.
• Update guides when product behavior or policies change.

Frequently asked questions

Important financial disclaimer

Squirrel Stocks content is educational and informational. It is not personalised financial advice and should not be treated as a buy or sell recommendation. You are responsible for your own investment decisions. Market data may be delayed or subject to correction. Always verify information and consult a licensed financial adviser when appropriate.

Contact

Questions about the platform, content accuracy, or policy pages can be sent to contactus@squirrelstocks.co.uk. You can also use our on-site contact form for support requests.