Investing glossary and component library
Browse plain-English investing definitions, examples, and product-specific explainers pulled from the same concepts that power the app.
Open the wikiLearning Hub
Practical investing education tied to the product, not filler content.
This section exists to help readers understand how to use Squirrel Stocks and how to think about the portfolio metrics inside it. The public content is focused on definitions, workflow guides, and methodology notes that are specific to how the platform works today.
30+Glossary terms across 5 topic groups
22Platform component explainers
5Workflow playbooks for repeatable portfolio reviews
Public Resources
Where to start on the public side of the site
If you are reviewing Squirrel Stocks for the first time, start with the glossary, then move into workflow playbooks, then use the methodology page when you want the assumptions and limitations behind the numbers.
Portfolio review playbooks
These playbooks explain how to turn metrics into a review routine, from income planning to risk-drift checks and decision journaling.
Read the playbooksMethodology and editorial standards
See how Squirrel Stocks handles data limitations, content maintenance, and the line between investor education and financial advice.
Read methodologyStart Here
Three useful entry points for newer readers
The goal is to make the first session productive. These are not teaser cards for future pages; they are the practical concepts we expect most readers to understand before relying on portfolio dashboards and alerts.
Read dividend safety before chasing yield
A high yield can look attractive while the underlying payout is under pressure. Start by pairing yield with payout ratio, dividend coverage, and leverage.
- Yield shows income today, not whether it is durable.
- Coverage and payout ratio help you judge how stretched the dividend is.
- Debt metrics matter because balance-sheet pressure can weaken future payouts.
Review concentration risk in plain English
Most portfolio problems start before a headline hits. A position grows too large, one sector dominates the account, or your income becomes dependent on a narrow set of names.
- Compare sector mix, position size, and dividend contribution together.
- Use allocation drift as an early warning sign instead of a post-mistake explanation.
- Treat diversification as a workflow, not a one-off setting.
Use the platform with a clear process
The strongest investor content on Squirrel Stocks is tied directly to actions inside the product. The point is not to publish generic market commentary, but to help users make better repeatable decisions.
- Start with definitions so every metric has context.
- Move into route-specific playbooks that explain how to use the tools.
- Check the methodology when you need assumptions, limits, or data caveats.
Playbooks
Workflow guides built around actual product routes
Each playbook connects platform components with the concepts that matter when using them. That keeps the learning material anchored to concrete portfolio tasks instead of generic investing commentary.
Income planning loop
Set a yearly income target, review weekly dividend progress, then rebalance toward safer payers when coverage weakens.
/dashboard
Action: Use Dashboard widgets to log a weekly check-in and compare target income to current run-rate.
Risk drift review
Track concentration and sector drift. If one position grows too large, rebalance before risk compounds.
/portfolio/dashboard
Action: Check concentration score and sector gaps weekly, then set one corrective trade or target update.
Portfolio-aware research
Filter news by holdings and watchlist, then map each headline to income, valuation, or risk impact.
/portfolio/dashboard/report
Action: Prioritize updates tied to your biggest positions or near-term thesis checkpoints.
Decision journal discipline
Write your thesis before acting, set expected outcomes, and review actual results after the chosen horizon.
/dashboard/portfolio
Action: Log one thesis before each buy or sell, then review expected versus actual at the review date.
Tiered alert workflow
Learner alerts build habits, investor alerts watch risk drift, and Investor Pro alerts surface anomalies quickly.
/dashboard
Action: Review active alerts at least once per week and acknowledge or action the top two risks.
Quality Standards
How public educational content is reviewed
The learning area is meant to support real investor decisions. That means public pages need to stay specific, original, and aligned to the product rather than padded out with low-signal content.
- Public pages are written for investors first, not for page count or search volume.
- Definitions and examples are tied back to Squirrel Stocks workflows instead of generic finance copy.
- We explain assumptions, calculation limits, and product boundaries so readers understand what the app can and cannot tell them.
- Educational content is reviewed when product behavior changes so public explanations do not drift out of date.