Tool Comparison
Wealthfolio vs Ziggma
- Paid from
- $2.99/mo, billed monthly
- Free plan
- Yes
- Platforms
- Desktop, Mobile, Web
Best if
- You want a lower paid starting price: $2.99/mo, billed monthly instead of $9.99/mo, billed monthly
- You do a lot of your research from your phone
- You want data visualizations, performance attribution, and risk metrics.
- Paid from
- $9.99/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web
Best if
- Delayed quotes won't cut it; you need real-time data
- You want stock ideas, screeners, and ETF screeners.
Pick Wealthfolio if
Wealthfolio
Free • From $2.99/mo, billed monthly · Desktop · Mobile · Web
- You want a lower paid starting price: $2.99/mo, billed monthly instead of $9.99/mo, billed monthly
- You do a lot of your research from your phone
- You want data visualizations, performance attribution, and risk metrics.
Pick Ziggma if
Ziggma
Free • From $9.99/mo, billed monthly · Web
- Delayed quotes won't cut it; you need real-time data
- You want stock ideas, screeners, and ETF screeners.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Wealthfolio includes data visualizations and performance attribution, and Ziggma includes stock ideas and screeners. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
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Wealthfolio
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Key differences at a glance
- Cheaper paid plan
- Wealthfolio$2.99/mo, billed monthly vs $9.99/mo, billed monthly
- Free trial
- Ziggma7 days
- Mobile app
- Wealthfolio
- Desktop app
- Wealthfolio
- Real-time data
- Ziggma
- Asset coverage
- WealthfolioAdds bonds and currencies
What Wealthfolio does best
- Track investments across accounts with holdings, activities, income, allocation, benchmarks, true time-weighted returns, money-weighted returns, and multi-currency support.
- Keep net-worth assets and liabilities, spending, budgets, savings goals, contribution limits, and portfolio planning in the same local-first application.
- Model retirement and FIRE goals with year-by-year projections, Monte Carlo simulations, stress tests, and sensitivity analysis.
- Run the AGPL-3.0 application on macOS, Windows, Linux, or native iOS, or deploy the web edition on infrastructure you control with Docker.
- Use manual entry and CSV import for free without a Wealthfolio account or subscription.
What Ziggma does best
- 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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $2.99/mo, billed monthly | Free • From $9.99/mo, billed monthly |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | 9 limits: Core app: broker sync: Not included, Core app: device sync: Not included +7 more | 13 limits: Free: virtual portfolios: 3, Starter (Monthly): brokerage links: 1 +11 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | SnapTrade and Docker | Plaid and SnapTrade |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Retail Traders, Pro Retail +4 more |
Categories covered | 8 | 10 |
Regions | — | North America |
| Data & capabilities | ||
Data quality | Pricing: Vendor and Manual and Multi-currency | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more |
Data partners | SnapTrade | 4 partners: Intrinio, Plaid +2 more |
Capabilities | 7 signals: Performance attribution, Monte Carlo +5 more | Universe builder and Broker sync |
Security | — | 3 signals: Data residency: US, Encryption at rest +1 more |
| Try it | Visit Wealthfolio | Visit Ziggma |
Standout features
The best features of Wealthfolio and Ziggma.ShowHide
Standout features
What Wealthfolio does best
- Track investments across accounts with holdings, activities, income, allocation, benchmarks, true time-weighted returns, money-weighted returns, and multi-currency support.
- Keep net-worth assets and liabilities, spending, budgets, savings goals, contribution limits, and portfolio planning in the same local-first application.
- Model retirement and FIRE goals with year-by-year projections, Monte Carlo simulations, stress tests, and sensitivity analysis.
- Run the AGPL-3.0 application on macOS, Windows, Linux, or native iOS, or deploy the web edition on infrastructure you control with Docker.
- Use manual entry and CSV import for free without a Wealthfolio account or subscription.
What Ziggma does best
- 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.
All details
Every attribute we track for Wealthfolio and Ziggma.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCurrenciesCryptosReal EstateOther | StocksETFsMutual Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive Investors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsValue InvestorsGrowth Investors |
Regions | Not specified | North America |
Coverage details | Identifiers: Ticker and ISIN | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Pricing sources | VendorManual | Vendor |
Data partners | SnapTrade | IntrinioPlaidSnapTradeAWS |
| Access & integrations | ||
Import methods | CSVBrokerOAuthManual | BrokerOAuthPlaidCSVManual |
Integrations | SnapTradeDocker | PlaidSnapTrade |
Export formats | CSVJSON | Not specified |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: USEncryption at restEncryption in transit |
Capability signals | Performance attributionMonte CarloBroker syncPortfolio attributionRebalancingMulti-currencyCost basis: FIFO | Universe builderBroker sync |
Vendor & support | Teymz Inc.Country: CanadaSupport: Email and Forum | Ziggma Analytics Inc.Country: USFounded 2019Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Core app”broker sync: Not included · device sync: Not included | Freevirtual portfolios: 3 |
| Entry paid plan | $2.99/moBilled monthly“Connect Basic”devices: 6 · institution connections: 0 · +1 more | $83.88/yrBilled annually≈ $6.99/mo“Starter (Annual billing)”brokerage links: 1 · virtual portfolios: 5 |
| Tier 2 | $7.99/moBilled monthly“Connect Essentials”institution connections: 5 · annual price usd: 79 | $9.99/moBilled monthly“Starter (Monthly)”brokerage links: 1 · virtual portfolios: 5 |
| Tier 3 | $12.99/moBilled monthly“Connect Duo”institution connections: 12 · annual price usd: 129 | $125.88/yrBilled annually≈ $10.49/mo“Investor (Annual billing)”brokerage links: 5 · virtual portfolios: 10 |
| Tier 4 | — | $167.88/yrBilled annually≈ $13.99/mo“Expert (Annual billing)”brokerage links: 5+ · virtual portfolios: Unlimited |
| Tier 5 | — | $14.99/moBilled monthly“Investor (Monthly)”brokerage links: 5 · virtual portfolios: 10 |
| Top plan | — | $19.99/moBilled monthly“Expert (Monthly)”brokerage links: 5+ · virtual portfolios: Unlimited |
| Free trial | — | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Wealthfolio and Ziggma?
Wealthfolio leans toward portfolio, data visualizations, and performance attribution, while Ziggma puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 1 categories, so for most people it comes down to workflow preference and price.
How much do Wealthfolio and Ziggma cost?
Good news: both Wealthfolio and Ziggma have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Wealthfolio or Ziggma on my phone?
Wealthfolio lists a dedicated mobile app, so it travels better. Ziggma doesn't list a dedicated mobile app; its documented access is web.
Should I choose Wealthfolio or Ziggma?
It depends on what you're after. Pick Wealthfolio if data visualizations and performance attribution matter to you; go with Ziggma if you'd rather have stock ideas and screeners. And if you only need the basics both share, let price decide.
What asset classes do Wealthfolio and Ziggma cover?
Both cover stocks, ETFs, and mutual funds. Wealthfolio also handles bonds, currencies, and cryptos.
Does Wealthfolio or Ziggma have real-time data?
Ziggma offers real-time data, which matters if you trade actively. Wealthfolio runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Wealthfolio and Ziggma?
Wealthfolio exports to CSV. Ziggma is stingier about getting data out.
Can Wealthfolio or Ziggma connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Are Wealthfolio and Ziggma good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Wealthfolio or Ziggma?
Ziggma has a stock screener for surfacing ideas; Wealthfolio doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Wealthfolio or Ziggma?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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