Ziggma
Optimize your portfolio for performance and purpose with smart investing tools
About Ziggma
Ziggma provides independent, data-driven investment tools to help you track, research, and optimize your portfolio. With support for 10,000+ brokers, impact analytics, and AI-powered portfolio optimization, Ziggma aligns your investments with both returns and your values.
Pricing
Full pricing page Free option
FREE Plan
$0 per month
Free Trial
- Portfolio Tracker
- 3 Virtual Portfolios
- Portfolio Insights
- Dividend Tracker
- Stock & ETF Screener
- Market Scoop Newsletter
Starter
$6.99 per month
Billed Annually
- Everything on Free +
- Link 1 Investment Account
- 5 Virtual Portfolios
- Ziggma Stock Scores
- Impact Scores & Data
- Ziggma Top 50
- Ad-Free
Starter
$9.99 per month
Billed Monthly
- Everything on Free +
- Link 1 Investment Account
- 5 Virtual Portfolios
- Ziggma Stock Scores
- Impact Scores & Data
- Ziggma Top 50
- Ad-Free
Popular
Investor
$10.49 per month
Billed Annually
- Everything on Starter +
- Link 5 Investment Accounts
- 10 Virtual Portfolios
- Model & Guru Portfolios
- Smart Alerts
- Portfolio Optimizer
Popular
Investor
$14.99 per month
Billed Monthly
- Everything on Starter +
- Link 5 Investment Accounts
- 10 Virtual Portfolios
- Model & Guru Portfolios
- Smart Alerts
- Portfolio Optimizer
Expert
$13.99 per month
Billed Annually
- Everything on Investor +
- Link 5+ Investment Accounts
- Unlimited Virtual Portfolios
Expert
$19.99 per month
Billed Monthly
- Everything on Investor +
- Link 5+ Investment Accounts
- Unlimited Virtual Portfolios
FAQ
To link your investment account, open the Investment Accounts section from the Navigation Menu, click on 'Link Account', select your broker and account, and complete the secure, encrypted process. This allows you to access Ziggma's analytics and insights.
Yes, Ziggma uses bank-level encryption and modern authentication standards. For most major brokers, it uses OAuth, which means your login credentials are never shared with Ziggma. Your financial data is protected at all times.
The Ziggma Stock Score is a proprietary rating from 0 to 100 that evaluates a company's fundamental strength across growth, profitability, valuation, and financial health. It provides an objective view of a company's quality relative to its peers.
Yes, you can upload a CSV file in the Yahoo Finance format. The file must include columns for Symbol, Trade Date, Purchase Price, and Quantity. A sample file is available to guide you through the required format.
Yes, Ziggma offers a 7-day free trial for Premium plans. You won't be charged during the trial period, and you can cancel anytime without commitment.
Your subscription will remain active until the end of the current billing period. After that, you'll be switched to the Free plan, and linked accounts will become virtual portfolios without real-time updates or Premium features.
No, Ziggma is not a registered investment advisor and does not provide investment advice or recommendations. The platform offers analytics and research tools for informational and educational purposes only.
Ziggma securely syncs with over 10,000 banks and brokers, including Fidelity, Schwab, Robinhood, Webull, and Coinbase. It also connects with most plan sponsors and retirement account fiduciaries.
Alternatives to consider
Community ratings & full list
Pricing summary
Free tier available
Starting from
$6.99/mo
Categories
Claim this tool
Are you the founder? Claim your profile to update details and track views.
Claim tool