VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 12, 2025

Tool Comparison

ETF Insider vs Ziggma comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

ETF Insider adds Data Visualizations, Factor Exposure, Correlation, ETF Overview, ETF Holdings, ETF Performance, ETF Overlap, Data APIs, and APIs & SDKs coverage that Ziggma skips.

Ziggma includes Watchlist, Stock Ideas, Financials, Scores, ESG Ratings, Dividends, Dividend, Alerts, Broker Connectors, and Education categories that ETF Insider omits.

In depth comparison

ETF Insider

etfinsider.co

Editor’s pick Hands-on review

Web-based portfolio visualization and optimization tool that looks through ETFs, mutual funds and stocks to reveal overlap, correlations and concentration risk for US‑listed assets. Free tier offers interactive visualizations and up to 4 saved portfolios; Pro ($14/month) unlocks unlimited portfolios, full holdings depth and Excel export, while Enterprise adds a financial data API, custom visualizations and white‑label options for professional teams.

Platforms

WebAPI

Pricing

FreeSubscriptionOther

Quick highlights

Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs.
Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration.
Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks.
ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
Portfolio performance panel with timeframes from 1D to MAX plus tabs for Information, Diversification, Performance, Fund Overlap, Asset Correlations, Beta and Holdings Breakdown.

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Ziggma

ziggma.com

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.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

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.

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Where they differ

ETF Insider

Distinct strengths include:

Data Visualizations Factor Exposure Correlation ETF Overview ETF Holdings ETF Performance ETF Overlap Data APIs

Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs.
Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration.
Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks.
ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.

Ziggma

Distinct strengths include:

Watchlist Stock Ideas Financials Scores ESG Ratings Dividends Dividend Alerts

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.

Feature-by-feature breakdown

Attribute	ETF Insider	Ziggma
Categories Which research workflows each platform targets	Shared: ETF Screeners, Screeners, Risk Metrics, Portfolio, Blogs Unique: Data Visualizations, Factor Exposure, Correlation, ETF Overview, ETF Holdings, ETF Performance, ETF Overlap, Data APIs, APIs & SDKs	Shared: ETF Screeners, Screeners, Risk Metrics, Portfolio, Blogs Unique: Watchlist, Stock Ideas, Financials, Scores, ESG Ratings, Dividends, Dividend, Alerts, Broker Connectors, Education
Asset types Supported asset classes and universes	ETFs, Mutual Funds, Stocks	Stocks, ETFs, Mutual Funds, Bonds, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, API	Web
Pricing High-level pricing models	Free, Subscription, Other	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs. Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration. Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks. ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels. Portfolio performance panel with timeframes from 1D to MAX plus tabs for Information, Diversification, Performance, Fund Overlap, Asset Correlations, Beta and Holdings Breakdown. Multiple saved portfolios and featured sample portfolios, with manual ticker entry and CSV import (Symbol and Quantity columns); free accounts can store up to 4 portfolios while Pro unlocks unlimited saved portfolios.	Unique 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.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do ETF Insider and Ziggma both support?

Both platforms cover ETF Screeners, Screeners, Risk Metrics, Portfolio, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do ETF Insider and Ziggma require subscriptions?

Both ETF Insider and Ziggma keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access ETF Insider and Ziggma?

Both ETF Insider and Ziggma prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

ETF Insider differentiates itself with Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., whereas Ziggma stands out for 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., and 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..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.