Portfolio Visualizer vs Ziggma comparison

Portfolio Visualizer focuses on Backtesting, Monte Carlo, and Correlation while Ziggma specializes in Stock Ideas, Screeners, and ETF Screeners. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Good news—both Portfolio Visualizer and Ziggma offer free plans. You can try each platform without commitment and only pay when you need premium features.

Choose Portfolio Visualizer if you need Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., and Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility.. Go with Ziggma if Portfolio tracker that can aggregate multiple brokerage/retirement accounts into a single consolidated view, with analytics around performance, allocation, and risk., and Account linking via third-party aggregation providers; Ziggma states it does not access or store broker login credentials and uses OAuth where available. better fits how you invest.

Both cover Stocks, ETFs, and Mutual Funds. Portfolio Visualizer also includes Funds.

Ziggma offers real-time data feeds, which is essential for active traders. Portfolio Visualizer uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Portfolio Visualizer supports data exports to Excel, CSV, and PDF. Ziggma has more limited export options.

Both Portfolio Visualizer and Ziggma include stock screeners. Try each to see which filtering options and interface you prefer.

Ziggma offers portfolio tracking features. Portfolio Visualizer is more focused on research and analysis.