VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 12, 2025

Tool Comparison

Finbox vs Ziggma comparison

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

Quick takeaways

Finbox adds Data Visualizations, Stock Comparison, Investor Holdings, Valuation Models, Analyst Forecasts, and 13F coverage that Ziggma skips.

Ziggma includes Portfolio, ETF Screeners, Risk Metrics, Scores, ESG Ratings, Dividends, Alerts, Broker Connectors, and Education categories that Finbox omits.

Ziggma keeps a free entry point that Finbox lacks.

In depth comparison

Finbox

finbox.com

Hands-on review

A global fundamentals platform that combines screeners, valuation models, investment ideas, and watchlists. CSV exports require a Data Boost add-on with Starter or are bundled with Professional. No public API is offered. Regional exchange coverage can be added to plans.

Platforms

Web

Pricing

Subscription

Quick highlights

Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa.
Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics.
CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional).
Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates.
Fair value models (DCF, comparables, and DDM) are built with broker consensus inputs by default, fully editable, and exportable to Excel or Google Sheets.

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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

Finbox

Distinct strengths include:

Data Visualizations Stock Comparison Investor Holdings Valuation Models Analyst Forecasts 13F

Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa.
Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics.
CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional).
Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates.

Ziggma

Distinct strengths include:

Portfolio ETF Screeners Risk Metrics Scores ESG Ratings Dividends Alerts Broker Connectors

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	Finbox	Ziggma
Categories Which research workflows each platform targets	Shared: Screeners, Stock Ideas, Watchlist, Financials, Dividend, Blogs Unique: Data Visualizations, Stock Comparison, Investor Holdings, Valuation Models, Analyst Forecasts, 13F	Shared: Screeners, Stock Ideas, Watchlist, Financials, Dividend, Blogs Unique: Portfolio, ETF Screeners, Risk Metrics, Scores, ESG Ratings, Dividends, Alerts, Broker Connectors, Education
Asset types Supported asset classes and universes	Stocks, ETFs	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	Web
Pricing High-level pricing models	Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa. Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics. CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional). Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates. Fair value models (DCF, comparables, and DDM) are built with broker consensus inputs by default, fully editable, and exportable to Excel or Google Sheets. Smart Watchlists allow bulk adding of tickers, custom views, price targets, and CSV export.	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	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Finbox and Ziggma both support?

Both platforms cover Screeners, Stock Ideas, Watchlist, Financials, Dividend, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Ziggma offers a free entry point, while Finbox requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Finbox and Ziggma?

Both Finbox 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?

Finbox differentiates itself with Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa., Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics., and CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional)., 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..

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