Ziggma Review 2023 – The Best Portfolio Management Tool?

What Is Ziggma?

Founded in 2019 and headquartered in Delaware, Ziggma is a portfolio management tool that offers investors and traders all the investment research information they’ll ever need. Ziggma is compatible with 10,000+ of the largest banks and online brokers worldwide, making it an excellent companion to consolidate all your investments and financial accounts in one place.

With more than 22,000 thousand active users, Ziggma offers advanced tools to stay on top of everything; with the Ziggma Dividend Tracker, you can easily see all your dividend payments in one place and know when to expect them, set up alerts so you don’t miss opportunities, or use the portfolio simulator to try out new strategies.

In this quick Ziggma summary, I will go over all the best features of this platform. If you want to read a more in-depth analysis, check out our full Ziggma review.

Pros & Cons of Ziggma


  • Compatible with 10,000+ banks and brokers
  • Portfolio dashboard with performance and risk metrics
  • Access to Ziggma Top 50 Stocks & Ziggma Stock Scores
  • Set up Smart Alerts with customizable triggers
  • Test out your strategies in a Portfolio Simulator
  • Free account available for all users


  • Limited backtesting environment
  • Tracks only US-based stocks
  • Can’t place orders directly from Ziggma

Compatible With 10,000+ Of The Largest Banks And Online Brokerages

The Ziggma application is compatible with 10,000+ of the largest banks and online brokerages worldwide, and you can import and synchronize your portfolio data automatically in real-time. Some of their partners include:

  • Plaid
  • TradingView
  • Charles Swab
  • TD Ameritrade
  • Interactive Brokers

Ziggma is an excellent option for keeping track of all your investments in one place.

Access An Advanced Stock Screener

Ziggma offers an advanced stock screener – completely free to use –with customizable parameters like essential ratios and key performance indicators (KPIs) to measure a company’s success and find the best investments for you.

The Ziggma pre-selected filters make it easy for beginners who don’t want to sort through dozens of parameters to determine the suitable investment for them. For experienced investors, pre-selected filters can be a good starting point, but you can then tweak 40+ indicators using sliders to narrow down your best options.

Some of the most popular filters include:

  • Ziggma Scores
  • Ziggma Sub-Scores
  • Growth
  • Profitability
  • Valuation
  • Fundamentals

Ziggma ranks very highly alongside some of the best stock screeners in the US, and with the Ziggma premium account, you can save your screens and reaccess them in the future to easily track the progression of your investments. 

Find Trends Before They Become Mainstream

Identifying trends and finding patterns can be very difficult – hundreds of options may fit your long-term goals, but the right pick at the right moment can be life-changing. With Ziggma, you can track the evolution of relative growth momentum, Sub Scores over time, and more, plus you can get set up Ziggma Smart Alerts and get notified in seconds. 

Keep in mind Ziggma Smart Alerts are only available for Premium users.

Historical Performance

Despite being a relatively new stock research platform, the top 10% of Ziggma recommendations have easily outperformed the S&P 500 index by a considerable margin. Using backtested data, Ziggma’s approach beats the S&P 500 index as far back as 2011 – up there with the best stock research websites.

Easily Link Your Bank And Online Brokerage

Through its partnership with Plaid, Ziggma offers synchronization with thousands of US-based banks and brokers, and you can get started in minutes. Plaid uses cutting-edge technology to encrypt data and ensures a safe connection at all times. To sync your account:

  • Login to your Ziggma account
  • Click the Bank icon
  • Lookup your bank or broker
  • Follow the instructions

There’s no limit to how many banks or online brokers you can link with your Premium Ziggma account, but keep in mind different banks and online brokers may have additional requirements. 

After you link any account to your Premium Ziggma account, you’ll have immediate access to all of Ziggma’s investment research and portfolio management tools. Some of the most popular features include:

  • Ziggma Dashboard: Can be used to track your portfolio quality using parameters like risk, yield, and correlation
  • Ziggma Stock Scores: Detailed information and key insights into each of your stock holdings
  • Portfolio Simulator: Perfect for testing out new strategies safely
  • Ziggma Dividend Tracker: Keep track of your dividend payments in one place
  • Ziggma Smart Alerts: Set up triggers and get notified instantly

Ziggma Fees

  • Free Plan: Free
  • Premium Plan: $9.90/month (or $89/year)

Sign-Up Process

Anyone can register and create a Ziggma account, but the company mainly focuses on US citizens. There are no special requirements to create an account; you only need your name, a valid address, and banking information to purchase a subscription. 

  • Visit Ziggma’s website
  • On the top right, click Plans
  • Sign up for the free plan or start a free trial
  • Fill in some of your basic information

If you use our link to sign up, you will get a 25% discount on the yearly Ziggma Premium subscription plus access to a 7-day free trial.

Final Thoughts

Ziggma is an advanced portfolio management tool designed for investors and traders looking to organize all their investments in one place and simplify their overall investment process. Ziggma is compatible with thousands of US-based banks and online brokers through its partnership with Plaid. For experienced investors that use multiple investing platforms, Ziggma can be a great addition to their toolkit, and we can’t recommend it enough. The only limitation is that you can’t place orders directly from the Ziggma dashboard; you still need a broker.