Add the shares, ETFs, investment trusts and funds you hold in an ISA, a SIPP or a general account, from as many brokers as you use. Prices refresh through the day, and your portfolio sits in the same net worth view as your cash, pensions, property and everything else you own.
Free forever on Learner. Investor features free for 2 months, no card needed.
Connect a brokerage account through SnapTrade, the aggregator Squirrel uses, and its holdings keep themselves up to date. Linking comes with the Investor plan, which is free for your first two months.
Export your trades or positions from any broker and upload the file. Every row appears in a grid you can edit before anything is saved. Import is an Investor feature too.
Search for a holding by name or ticker, then enter how many shares you hold and what you paid. The free plan holds up to ten stocks, added this way.
What each holding is worth today, what you paid for it and which account it sits in, in the currency you choose.
Your portfolio split by sector, by region and by asset class, with funds broken down by what they hold inside.
A calendar of upcoming ex-dividend dates and payments for the shares and funds you own.
Dividend tracker →Pick widgets such as charts, tables, goals and alerts, and lay them out the way you want to read them.
With more than one account, the picture ends up split across a spreadsheet and a handful of broker apps, each showing a part of it. Squirrel puts every account, and everything else you own, in one view, so you can see the whole of it without logging in to five places.
Squirrel only tracks what you own. It never buys, sells or holds anything for you.