VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Ziggma Review, Pricing, and Features
Web-based, broker-agnostic portfolio tracking + investment research platform for self-directed investors. Includes portfolio tracking (including consolidation), dividend income tracking, stock/ETF screening with saved screens, fundamental stock scoring, portfolio simulation/optimization tools, and model/guru idea lists. No in-app trade execution today; Ziggma states it is not a broker or registered investment advisor.
Community votes (overall)
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
- Portfolio tracker that can aggregate multiple brokerage/retirement accounts into a single consolidated view, with analytics around performance, allocation, and risk.
- Account linking via third-party aggregation providers; Ziggma states it does not access or store broker login credentials and uses OAuth where available.
- Stock & ETF screener with slider-based filtering; results update in real time as screening parameters change; supports saving screen presets.
- “Ziggma Stock Score” (0–100) fundamentals-based rating using multiple dimensions like growth, profitability, valuation, and financial strength.
- Dividend tracker for monitoring portfolio income and overall yield; supports consolidating income across accounts and screening for dividend opportunities.
- Portfolio simulator / “before-and-after” view for contemplated transactions (what-if analysis).
- Idea discovery via “Top 50” list plus model portfolios and guru portfolios (intended for inspiration).
- CSV portfolio upload supported (Yahoo Finance CSV format referenced in FAQ), in addition to account linking.
- Security posture described by Ziggma includes encryption at rest and in transit, HTTPS for browser connections, and US-based hosting on AWS.
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.
Ziggma states databases/files are stored on US-based Amazon (AWS) servers and that user data is consistently stored in the United States.
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.
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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!
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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!
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Suggest on XStarred 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.