Starting at $9.90 per month
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What is Ziggma?
Ziggma is a portfolio management application that has been specifically designed to make investing easy. Using professional-grade tools and data the Ziggma Portfolio Manager helps investors stay on top of their portfolios and find the best opportunities based on their…
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- No setup fee
For the latest information on pricing, visithttps://ziggma.com/plans
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $9.90 per month
Product Details
- About
- Integrations
- Tech Details
What is Ziggma?
Ziggma is a portfolio management application that has been specifically designed to make investing easy. Using professional-grade tools and data the Ziggma Portfolio Manager helps investors stay on top of their portfolios and find the best opportunities based on their long term goals. By securely linking their investment accounts to Ziggma using Plaid, users have portfolio analytics, tools and relevant information for portfolios.
Designed by experienced finance professionals, the Ziggma Portfolio Manager incorporates many of the features and data that so far were only available in the world of institutional finance. The Ziggma Portfolio Manager helps monitor portfolios with smart alerts covering risk, portfolio diversification and company fundamentals. It lets users screen for the best investment opportunities across different asset classes with a multi-asset screener.
The Ziggma Performance Score helps find the best stocks, which is the result of continuous data analytics across hundreds of financial data points. Users can also find inspiration in Ziggma's many model portfolios that range from what the worlds’s best investors currently own to various ideas of from within Ziggma's team.
Ziggma Features:
Portfolio Dashboard
With the Ziggma portfolio dashboard users can keep an eye on portfolio quality – through the average Ziggma Stock Score – as well as the average portfolio yield, portfolio companies’ revenue growth or profitability. The dashboard shows the evolution of these metrics over time.
Stock Screener
Ziggma Features:
Portfolio Dashboard
With the Ziggma portfolio dashboard users can keep an eye on portfolio quality – through the average Ziggma Stock Score – as well as the average portfolio yield, portfolio companies’ revenue growth or profitability. The dashboard shows the evolution of these metrics over time.
Stock Screener
The Ziggma stock screener lets users screen stocks by Ziggma Stock Score, and even by sub-scores for valuation, growth, profitability and financial position. Screening by Ziggma Stock Score lets user cut through the chase. The stock scores are the product of big data analytics applied to fundamental analysis. The growth score, for example, aggregates 8 different growth metrics.
Stock Scores
Stock Scores
The Ziggma Stock Scorecard shows how the stock the user is looking at ranks versus its industry peers, including through sub-scores for valuation, growth, profitability and financial situation. The scorecard also shows the top stocks in the industry, “best-of-breed” stocks.
Stock Research
Ziggma's financial analysts gather the key performance indicators (KPIs) and financial information that really matters. Sometimes these things seem trivial, but putting the income next to the cash flow statement just makes a whole lot of sense. Ziggma presents stock and company specific KPIs in time series tables. Separate tables for Valuation, Growth, Profitability and Financial Position help find quickly what one is looking for.
Portfolio Builder
Ziggma's portfolio builder helps users construct a portfolio of the best stocks in the top industries tailored to personal preferences. Answering five quick questions works as a starting point for the portfolio construction process as it provides information on your risk tolerance, time horizon, portfolio value and industry preferences. The system will automatically generate a well diversified portfolio of the best stocks in the top growing industries. The user can then change the weights, add new stocks, or remove stocks – all while in real time seeing the impact on the overall portfolio characteristics. Once the portfolio construction steps are completed, the user can see the information on how to implement the recommended portfolio, with the exact number of shares to buy for each stock (we do support fractional shares). The portfolio can then be saved so that it can be accessed later.
Portfolio Simulation
The portfolio simulator is a unique tool allowing the user to gauge the impact of a trade on key portfolio metrics, such as diversification, risk, yield and fundamentals prior to buying a stock or ETF.
Stock Research
Ziggma's financial analysts gather the key performance indicators (KPIs) and financial information that really matters. Sometimes these things seem trivial, but putting the income next to the cash flow statement just makes a whole lot of sense. Ziggma presents stock and company specific KPIs in time series tables. Separate tables for Valuation, Growth, Profitability and Financial Position help find quickly what one is looking for.
Portfolio Builder
Ziggma's portfolio builder helps users construct a portfolio of the best stocks in the top industries tailored to personal preferences. Answering five quick questions works as a starting point for the portfolio construction process as it provides information on your risk tolerance, time horizon, portfolio value and industry preferences. The system will automatically generate a well diversified portfolio of the best stocks in the top growing industries. The user can then change the weights, add new stocks, or remove stocks – all while in real time seeing the impact on the overall portfolio characteristics. Once the portfolio construction steps are completed, the user can see the information on how to implement the recommended portfolio, with the exact number of shares to buy for each stock (we do support fractional shares). The portfolio can then be saved so that it can be accessed later.
Portfolio Simulation
The portfolio simulator is a unique tool allowing the user to gauge the impact of a trade on key portfolio metrics, such as diversification, risk, yield and fundamentals prior to buying a stock or ETF.
Ziggma Video
Ziggma Stock Screening
Ziggma Integrations
Ziggma Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
