Ziggma Review: Investment Portfolio Tracking

One of the most important things you’ll need to do as an investor is to keep track of your portfolio. From time to time, you’ll want to adjust your asset allocation or diversify into new assets.

Ziggma is a portfolio analysis tool that allows you to see everything in one place. It integrates with a number of different financial institutions and allows you to research stocks, track dividends, and optimize your portfolio. 

This Ziggma review covers everything you need to know about using Ziggma to simplify managing your portfolio.

Ziggma is a fintech company that provides investors with streamlined portfolio management and analytics tools. The platform’s goal is to offer a variety of features like stock research and dividend tracking, making it easier for investors to evaluate and manage long-term investments.

The company was founded in 2019 and is headquartered in Lewes, Delaware. Its founders bring years of experience in investment banking and data analysis. Combining action with insight, they create tools for users to effectively build and manage their investment portfolios.

Aside from helping investors make well-informed decisions about their portfolios, the company also helps them become conscious investors. Ziggma includes a scoring metric alongside a company’s financial data, allowing investors to evaluate a company’s environmental impact. 

Ziggma offers several different features to make it easier for you to manage your portfolio and build wealth.

Portfolio Tracking and Analytics

Ziggma brings different investment accounts together in a single dashboard. Using Plaid, Ziggma integrates with established brokerage firms such as Charles Schwab and Fidelity, as well as investment apps like Robinhood. This allows you to see the performance of your 401(k), IRA, brokerage account, and crypto wallet, all in one place.

Stock Research

Ziggma has a proprietary tool to help you do fundamental stock analysis faster. It also includes a screener that allows you to set filters to find stocks and exchange-traded funds (ETFs). They also publish the Top 50 Stock List which is a short list of high performing stocks.

Dividend Tracking

The platform comes with a dividend tracking tool that allows you to see your combined income across multiple different types of accounts. This includes tracking individual stocks like Coca-Cola, bonds, or Real Estate Income Trusts (REITs).

As someone who loves dividend growth investing, this is a great feature.

Portfolio Optimization

Ziggma offers a portfolio simulator so you can test different scenarios. You can evaluate diversification, risk, and yield before commiting to a trade. The platform allows you to set customized Smart Alerts as well so you can see when a specific price target is met.

Environmental Considerations

For investors who want to be more intentional with their investments, Ziggma makes it easy to find companies that are aligned with important social and environmental priorities. You can set alerts to track companies making important decisions and analyze environmentally-minded companies within your portfolio.

Ziggma offers both free and premium options. The new premium options include:

• Starter: $6.99/month
• Investor: $10.49/month
• Expert: $13.99/month

The plans range in the number of linked accounts you can add, access to Ziggma’s proprietary scoring system, and advanced tools like portfolio simulator.

While Ziggma offers a free account option, it is limited. You can track your dividends and screen for stocks and ETFs but you can’t link any investment accounts to the dashboard. The free version also comes with ads.

Ziggma offers a 7-day free trial to explore the premium options first to see if it’s the right portfolio management tool for you.

Ziggma has a lot of offer self-directed investors, but it’s not the only portfolio analysis platform available. Before signing up for Ziggma, compare its features with some alternatives, such as the following: 

Empower, formerly Personal Capital, is a financial management app that allows you to see your entire financial picture, not just your investments. It’s free to use and includes a popular net worth tracker. It also has some limited budgeting features. It lacks the in-depth investment research tools of Ziggma, but unlike Ziggma, it offers fee-based investment advisory services for portfolios over $100,000.  

Portfolio Visualizer is similar to Ziggma in that its a portfolio analysis tool. While it doesn’t have the investment management services of Empower, it offers in-depth features, including backtesting, asset class analysis, portfolio optimization, Monte Carlo simultations, retirement planning, and more. Unfortunately, the only way to save and track your portfolio is with the paid version of the software. 

To open an account, click the Sign Up button or Start Free Today. A new screen will pop up and you can either log in through Google or create a custom username and password.

Once your account is set up, you have the option to link your existing investment accounts to your Ziggma dashboard using Plaid. You can also test out Ziggma’s premium features including the portfolio simulator and advanced stock scores.

After the trial ends, you can either set up a premium subscription or downgrade to a free account.

Ziggma commits to protecting user privacy and data. Integrations with other financial institutions are managed through Plaid and OAuth. Ziggma can read information from financial institutions but it won’t make unauthorized changes to your account. The company uses encryption to further protect user data.

You can contact Ziggma via email at [email protected]. You can also message them X, Facebook, or Instagram.

Customer Service

Ziggma has 4.7 stars from 18 customer reviews on G2, a popular software marketplace. It does not have a mobile app on the App Store or Google Play. Existing users report customer support is slow and only responses via email.

Ziggma is an affordable portfolio analysis platform that can help you track and optimize your investments. Having a consolidated view of all of your different accounts can help you make informed decisions while access to Ziggma’s portfolio simulator and proprietary scoring algorithm can help you choose new stocks to diversify your portfolio. While Ziggma may appeal to some investors, it lacks some of the advanced strategy testing and screening features that active traders may want. 

Check out Ziggma here >>