About
Ziggma is a portfolio tracker and research platform for self-directed investors who want clearer holdings insight than a brokerage homepage. Link accounts (or build virtual portfolios), see what is working, run screens, and optimize for return, risk, and — if it matters to you — values-aligned / impact-style filters without greenwashing noise.
The product pitches professional-grade portfolio tools for everyday investors: checkup-style diagnostics, stock scores, curated screens (growth, clean energy, and other themes), smart alerts, and an optimizer that suggests guided steps instead of leaving you with a raw pie chart. Ziggma also emphasizes an open broker-linking model so you are not locked into one custodian’s reporting UI.
In short, Ziggma is built for portfolio construction and monitoring — not for tape reading. If your edge is allocating capital thoughtfully across holdings, it is designed to keep that process accountable.
Many DIY investors already know what they own, but not whether concentration, sector drift, or style exposure is quietly dominating returns. Ziggma’s checkup and optimizer workflows are meant to turn that vague unease into concrete next steps — without forcing you into a black-box robo-advisor. You stay in control of every trade; Ziggma’s job is clarity.
Where Ziggma tends to shine is consolidation: multiple accounts, mixed ETFs and stocks, and a desire to see whether concentration, sector drift, or values conflicts are creeping into the book. The optimizer and checkup features are decision-support — they suggest directions, but you still choose trades and tax lots at the broker.
If you are mainly a day trader with a flat overnight book, Ziggma may be optional. If you manage a real long-term portfolio and want research plus monitoring without a Bloomberg-class bill, the paid tiers are aimed at that job.
Key features
- Portfolio tracker with performance, diversification, and holdings insights
- Broker linking marketed across a very large broker universe for quick sync
- Stock & ETF screener plus curated Ziggma screens and Top 50 style lists
- Ziggma Stock Scores and Portfolio Checkup diagnostics
- Impact X-Ray / values-aligned research for investors who care about portfolio impact
- Portfolio Optimizer and Smart Alerts on higher tiers
- Model portfolios, dividend tracking, and Market Scoop newsletter on free/paid mixes depending on plan
- Free trial paths advertised across paid tiers (no credit card required to start free)
Plans/pricing
From Ziggma’s public pricing (USD; confirm live checkout totals and taxes):
- Free: $0 — portfolio tracker, limited virtual portfolios, insights, dividend tracker, screener, newsletter
- Starter: $6.99/mo billed annually or $9.99/mo monthly — checkup, scores, Top 50, Impact X-Ray, screens, 1 linked investment account, 5 virtual portfolios, ad-free
- Investor: $10.49/mo billed annually or $14.99/mo monthly — optimizer, smart alerts, model portfolios, up to 5 linked accounts, 10 virtual portfolios
- Expert: $13.99/mo billed annually or $19.99/mo monthly — more linked accounts and unlimited virtual portfolios
Annual billing is marketed as about 30% savings versus monthly. Apply the SaveOnTrading code on top of the plan you choose and confirm the final cart.
Who it's for
DIY investors and values-conscious allocators who manage multi-holding portfolios and want screening plus optimization in one place. Useful if you juggle accounts across brokers and want a single research/analytics layer.
Not built as a real-time day-trading terminal for scalpers or options-flow traders.
Limitations
Ziggma does not execute trades or custody funds. Broker sync coverage and refresh timing can vary — verify your custodians before relying on auto-import. Scores, impact analytics, and optimizer suggestions are decision aids, not personalized advice. If you need Level 2, hotkeys, or intraday scanners, keep a trading platform elsewhere.
Ziggma vs Simply Wall St and The Dividend Tracker
Ziggma is a portfolio tracker/research platform with performance insights and values-aligned investing features. Compare with Simply Wall St for Snowflake visuals and The Dividend Tracker if dividend income is the primary job. Use Ziggma when you want portfolio analytics plus research in one place without building spreadsheets.
How the SaveOnTrading offer works
Save 25% on Ziggma with code SAVEONTRADING via our partner link. Use the link on this page, apply the code at checkout on your first billing cycle as offered, and confirm the discounted total before you pay.
/ FAQ
Common questions about Ziggma
7 questions
