Wealth tracker: Smart solutions for self-directed investors
best stock portfolio tracker

Portfolio Tracker & Analysis

Get unique insights into your portfolio quality, allocation, risk and investment income to make optimal investment decisions. Great for long-term stock investors.

View your consolidated investments

Get a 360° view of all your investments by securely connecting your brokerage and retirement accounts from over 20,000 institutions.

Fidelity and Charles Schwab portfolio aggregation
stock research tool

Technology-powered fundamental stock research

Find top stocks in a matter of seconds.

Ziggma’s proprietary, algorithm-powered fundamental stock analysis saves you hours of stock research.

Portfolio optimization

Build and own your best portfolio.

Make optimal decisions. Evaluate the impact of each trade on portfolio allocation, risk and yield with Ziggma’s Portfolio Simulator.

portfolio simulator

Automate your portfolio monitoring

By setting Smart Alerts you let us do the heavy lifting when it comes to portfolio monitoring.

Start by setting a Smart Alert to let us monitor your portfolio diversification for you. We notify you when your maximum threshold is hit.

Monitor stock prices, PE ratios and dividend yields with Smart Alerts.

Dividend tracker

Measure and track your cashflow from investments.

Got multiple investment accounts? We got you covered. The Ziggma dividend tracker aggregates your investment income across all your accounts.

dividend tracker
best free stock screener

High-performance stock and ETF screener

Forget clunky screeners.

Find top stocks and ETFs 10X faster in an entirely new screening experience.

Impact investing: Be the change.

In 2023, 450 US companies submitted votes on environmental and social issues to their shareholders. Chances are that some of your portfolio companies are among them.

Don’t miss out!

Set notifications to be sure to vote on crucial topics for a better future, such as climate change, racial justice, or fair pay.

impact investing

What Our Customers Say

I love the Ziggma Stock Score. It lets me focus on high-scoring stocks, saving me tons of time in my fundamental analysis. Also love the Top 50 stock list as a shortlist.

testimonial

Kevin L.

I invest through Robinhood and linked my portfolio to Ziggma for portfolio tracking and optimization. It’s an amazing tool to implement a long-term wealth building strategy.

testimonial

Kim B.
(linking a Robinhood account)

I got two brokerage accounts and six retirement accounts. Ziggma lets me visualize all my investments consolidated into a single investment portfolio.

testimonial

Chris R.
(linking Etrade, Webull and 6 IRAs)

Join our fast growing community dedicated to long term investing.

30K

satisfied customers

$1.5bn

assets linked to date