Portfolio analytics and research for self-directed investors, with read-only account access.
Ziggma is a portfolio analytics and research platform for self-directed investors who want to track holdings, study opportunities, and make more deliberate portfolio decisions. It combines account aggregation, screening, checkup tools, stock quality scoring, alerts, and optimization features in one place.
The product’s stated focus is to help investors understand what they own, what supports those holdings, and where their portfolio may have hidden concentration or risk. It also includes impact-oriented research and screening, so users can compare return-focused choices with values-based criteria when they want that context.
See holdings, balances, transactions, performance, allocation, risk, and dividend income across linked accounts in one dashboard. The tracker is designed to combine multiple accounts rather than forcing you to review each one separately.
Review portfolio-level insights that highlight overconcentration, underperformers, hidden risks, and strengths such as dividend growth or sector balance. Each insight is tied to a metric so you can see what is driving the result.
Use a 0–100 stock quality rating based on fundamental data across growth, valuation, profitability, and financial strength. Scores are compared with industry peers, not just the broad market.
Set custom conditions for valuation shifts, dividend cuts, or allocation drift, and receive alerts when those triggers occur. The system is meant to reduce manual monitoring.
Filter stocks and ETFs with sliding scales for metrics such as P/E ratio, dividend yield, stock score, or impact rating. The screener is built for more flexible searching than simple yes/no filters.
Analyze your current holdings to get suggested adjustments that improve diversification and the risk/return balance. The optimizer presents changes in a one-click workflow.
Link brokerage and retirement accounts to review holdings, allocation, risk, dividend income, and performance in one place instead of checking each account separately.
Run Portfolio Checkup to identify concentration, weak holdings, and other portfolio-level issues, then use the insights to decide what to change.
Filter stocks and ETFs by quality, valuation, yield, or impact criteria when you want candidates that fit a specific investing approach.
Set Smart Alerts for dividend cuts, valuation changes, or allocation drift so you are notified when something meaningful changes in your portfolio.
Use Portfolio Optimizer to compare your current holdings with suggested adjustments that improve diversification and risk/return balance.
Ziggma connects brokerage and retirement accounts through third-party aggregators such as Plaid and Snaptrade. For major brokers, the connection often uses OAuth, so you authenticate on the broker’s own login page rather than sharing credentials with Ziggma.
Ziggma’s portfolio tracker shows holdings, performance, allocation, risk, and dividend income across linked accounts in one dashboard. Smart Alerts can notify you when something you care about changes.
Yes. Ziggma offers a free plan, and paid plans include a 7-day free trial with full access to the selected plan’s features. The pricing page says no credit card is required to start.
Ziggma says it never sees, stores, or processes your login credentials. Linked-account access is read-only, and the company says data is encrypted in transit and at rest.
Ziggma is aimed at self-directed investors who want portfolio tracking, research, screening, and portfolio analysis in one place. Its tools are built for individual investors rather than active trading or account management.
Traffic data is for reference only.
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