VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Ziggma Review, Pricing, and Features
Ziggma
Ziggma is a portfolio analytics and stock-research platform for broker-agnostic monitoring rather than a trading app. It covers portfolio health, allocation, risk, dividends, valuation, screens, and AI-assisted views.
Best for
- Self-directed investors looking for portfolio tracking, stock/ETF screens, stock scores, and impact analysis in one product.
- For comparing broker-agnostic portfolio tools with account linking, smart alerts, model portfolios, and what-if simulations.
- Investors who care about both performance analytics and values/impact exposures across holdings.
Watch out
- Account aggregation, stock scores, the portfolio optimizer, model and guru portfolios, and more broker links require a paid plan.
- U.S. coverage and North American markets.
Community votes (overall)
No votes yet. Be the first to rate this tool.
Pricing
Free • From $6.99/mo · 7-day trial · 7 plans
Free
Free tier with core portfolio + research modules.
Starter (Monthly)
Starter tier billed monthly.
Investor (Monthly)
Investor tier billed monthly.
Expert (Monthly)
Expert tier billed monthly.
Starter (Annual billing)
Starter tier with annual billing (displayed as per-month equivalent).
Investor (Annual billing)
Investor tier with annual billing (displayed as per-month equivalent).
Expert (Annual billing)
Expert tier with annual billing (displayed as per-month equivalent).
Key features
- Tracking portfolios across linked brokerage and retirement accounts, CSV uploads, and manual or virtual portfolios, with consolidated performance, allocation, and risk views.
- Account linking through third-party aggregation providers where supported; Ziggma states it does not access or store broker login credentials and uses OAuth where available.
- Screening for stocks and ETFs with slider-based filters, real-time-updating results, saved screen presets, and watchlist actions.
- Ziggma Stock Score for a 0-100 fundamentals-based rating built around growth, profitability, valuation, financial strength, and related quality dimensions.
- Monitor dividend income, portfolio yield, and dividend opportunities across accounts and holdings.
- Tools for running portfolio checkups, smart alerts, and before-and-after simulations to see how contemplated transactions could change a portfolio.
- Review impact and values exposure with Impact X-Ray, including fossil fuel, climate, labor, and other alignment categories.
- Tools for exploring Ziggma Top 50, model portfolios, guru portfolios, and the Market Scoop newsletter for idea generation rather than direct recommendations.
- Tier gating: account consolidation, more broker links, stock scores, optimizer tools, model and guru portfolios, and more alerts are paid-tier features.
- Ziggma is broker-agnostic portfolio monitoring and research software, not trade execution, individualized advice, tax accounting, or a complete non-U.S. market terminal.
Data partners
Public case study describes Ziggma partnering with Intrinio for US fundamentals + US market data (real-time/delayed/EOD) and additional vendor datasets.
Ziggma states it uses Plaid as a primary third-party financial account aggregation service for brokerage/401(k) connections.
Ziggma states it uses SnapTrade as a primary third-party financial account aggregation service for brokerage/401(k) connections.
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, Dividend Investors, Value Investors, and Growth Investors. It suits beginner, intermediate, and advanced users.
What platforms and connections does Ziggma support?
You can use Ziggma on Web. Integrations include Plaid and SnapTrade.
Which markets does Ziggma cover?
Ziggma covers North America. Examples include US. It tracks Stocks, ETFs, and Mutual Funds. Identifiers include Ticker.
Suggest an edit
Keep Exploring
Information
Who runs this
I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
- Tools
- 362
- Categories
- 120
- Tested
- 85
- Starred
- 38
How this site is funded
Some provider links pay me a commission. It costs you nothing. Sponsors can buy the ad slots marked as such. Neither moves a tool up the rankings or earns it a star. Your votes set the order, and I fix errors for free.
- Affiliate links
- Disclosed
- Sponsors
- Labeled
- Corrections
- Free
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.