Your Toolkit To Invest Better.

portfolio management tools

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Advanced Portfolio Aggregation and Tracking

Securely link your accounts from 10k+ institutions to get a 360° view of all your investment accounts. Track performance, risk, income and climate impact in a single dashboard.

Fundamentals Data and Research

Benefit from institutional-grade data access and proprietary analyst scores for fundamental stock analysis, as well as an understanding of your portfolio’s climate track record.

Portfolio Tracker
Portfolio visualizer

Best-in-class Portfolio Optimization

We help you make the right investment decisions with an easy-to-use stock and ETF screener, a Portfolio Simulator, Smart Alerts, Guru/Model Portfolios and much more.

Shareholder Engagement and Proxy Voting

Get notified of upcoming resolutions and join the shareholder democracy movement by proxy voting your shares to have a real impact on ESG (Environmental, Social, and Governance) issues.

“I use Robinhood for the free trading and Ziggma to track my portfolio. It works out great!”

David – Robinhood Account holder

Data partners

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Join our growing community

Since our launch in April 2022, investors trust us to help them invest better with more impact!