Squirrel Stocks — Net Worth & Portfolio Tracker for Everything You Own
Squirrel Stocks brings everything you own into one place: stocks, ETFs and funds, pensions, cash and savings, property, crypto, bonds and gilts, precious metals, collectible cards and anything else, with your debts taken off so you see your net worth. Whether you're just getting started or managing a complex multi-account portfolio, you get a dashboard you build yourself, a research screener, and plain-language educational content in one place.
What Squirrel Stocks does
The platform gives you a complete picture of what you own and owe without switching between spreadsheets, brokerage apps and banking apps. Key tools include:
- Net worth tracker — add shares, funds, pensions, cash, property, crypto, bonds, precious metals, collectible cards and other assets, plus the debts you owe, and see one figure.
- Asset allocation — see how your net worth splits across asset classes, and set a target split to measure it against.
- Custom dashboard — build a view from a library of widgets, then drag, resize and arrange it to fit how you invest.
- 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 the dividend-paying shares and funds you hold.
- 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 net worth, property equity, P/E ratio, dividend yield, 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.
- Net Worth
- Everything you own minus everything you owe. In Squirrel Stocks that covers shares and funds, pensions, cash, property (counted as equity, after any mortgage), crypto, bonds, precious metals, collectible cards and other assets.
- 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.
- 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 adding their first few assets, 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 up to 10 stocks alongside cash, crypto wallets and property, 10 of the 22 dashboard widgets, intraday prices, a monthly emailed summary and the full Learning Hub. Investor adds up to 40 stocks, broker sync, CSV import and more widgets. Investor Pro, coming soon, adds unlimited stocks, AI reports and live bank balances.
Public pages
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