VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★
PRICE: 5 CENTS
Thursday, December 11, 2025
Ziggma
Broker‑agnostic, web‑based portfolio tracker and fundamental research platform for self‑directed, long‑term investors, combining multi‑account aggregation, Ziggma Stock Scores, dividend and impact analytics, Smart Alerts and a portfolio simulator. Account aggregation uses Plaid and Snaptrade via OAuth and encrypts all holdings data on US‑based AWS infrastructure; Ziggma never sees login credentials. Stock Scores and the Top 50 list unlock on Starter, while Smart Alerts, Portfolio Optimizer and Model & Guru portfolios require Investor or Expert; Expert raises brokerage links and virtual portfolios to unlimited, and all paid tiers include a 7‑day free trial.
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Key features
- Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios.
- Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data.
- Dividend Tracker that aggregates cash flows and forward income across all linked accounts, monitors portfolio yield and payment timing, and lets users drill into income by holding.
- Algorithm‑powered Ziggma Stock Scores—daily updated, fully fundamentals‑driven 0–100 ratings based on dozens of indicators for growth, profitability, valuation and financial strength for all US stocks above $100m market cap—plus a Top 50 list of high‑scoring stocks in fast‑growing industries.
- High‑performance stock and ETF screener with intuitive sliders and presets, including ESG/impact filters (climate leaders, circular economy, Sharia‑compliant) and technical/momentum criteria like 52‑week highs.
- Impact investing workflow that surfaces impact‑oriented stocks, ETFs, green bonds and other opportunities, and lets users screen portfolios and universes based on values‑aligned themes and impact profiles.
- Portfolio analytics including 360° portfolio insights, portfolio quality scoring, risk and diversification indicators, income analytics and a fundamental KPI tracker that compares business metrics now versus at purchase.
- Portfolio Simulator and Optimizer to test trades before execution, see changes to diversification, risk and yield, and iteratively move toward an improved target portfolio; paired with Smart Alerts that monitor diversification, price, valuation and yield thresholds.
- Support for virtual portfolios and watchlists, with the ability to create portfolios from scratch or upload them from CSV in Yahoo Finance format on the free tier.
- Freemium pricing with a Free plan (portfolio tracker, 3 virtual portfolios, dividend tracker, stock/ETF screener and basic research), plus Starter, Investor and Expert tiers that progressively add brokerage links, Ziggma Stock Scores and Top 50, Smart Alerts, Portfolio Optimizer, and Model & Guru portfolios, all with a 7‑day free trial.
- Data powered by established vendors: US equities fundamentals and real‑time / delayed / EOD market data from Intrinio and other providers, and account aggregation via Plaid and Snaptrade.
- Industry‑standard security with encryption at rest and in transit on US‑based AWS infrastructure, and clear policies for account deletion and data handling.
Data partners
US fundamentals and real‑time / delayed / end‑of‑day US market data for portfolio analytics and stock research.
End‑of‑day market data provider referenced in Ziggma Terms & Conditions.
Financial account aggregation provider used to connect 10,000+ banks and brokers.
Brokerage aggregation provider used alongside Plaid for account connections.
Impact and climate scores used in Ziggma’s impact and climate analytics.
FAQ
Is Ziggma free?
Not entirely. Ziggma includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing. A 7-day free trial is available on select plans.
Who is Ziggma best for?
Ziggma is built for Retail Traders, Pro Retail, Long-term Investors, Growth Investors, Value Investors, Dividend Investors + 2 more. It suits beginner, intermediate, and advanced users.
What platforms and connections does Ziggma support?
You can use Ziggma on Web. Integrations include Plaid, Snaptrade, and Interactive Brokers.
Which markets does Ziggma cover?
Ziggma covers North America and Europe. Examples include US. It tracks Stocks, ETFs, Mutual Funds, Bonds, and Cryptos. Identifiers include Ticker.
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Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.