Frequently Asked Questions
Ziggma uniquely combines cutting-edge portfolio portfolio analytics and investment research. Learn how to own your best portfolio.
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Why is it important to closely track my investments?
Keeping track of your investments is key to reaching your long-term financial goals. Markets and portfolios constantly change, and if you don’t monitor them, your portfolio’s risk and asset mix may shift away from your preferences. Some companies may underperform, affecting stock prices, and investment fees can quietly eat into your returns over time. Even small expenses, when compounded, can significantly reduce your gains. Regularly reviewing your investments helps you stay aligned with your strategy and maximize your returns.
Is Ziggma an investment advisor?
Ziggma is neither a registered investment advisor or broker and thus not in the business of providing investment advice or recommendation. We build cutting-edge portfolio management tools and investment research so that you can make the best investment decisions for your portfolio.
Can I trade through Ziggma?
We are actively looking into enabling trading through Ziggma. If you are interested to be informed of its launch, please enter your email address to our waitlist HERE.
What do I need to sign up?
All you need is an email address, a first and last name. Your initials will work as well.
3 ways to get started.
Here are three options to get started:
1. Link your brokerage account(s).
Sync all of your investment accounts through a secure, read-only connections for cutting-edge portfolio insights. Ziggma syncs with over 10,000 banks and brokers, including like Fidelity, Schwab or Robinhood. View all your accounts in a single platform, track with ease and optimize your portfolio for return, risk and income.
2. Create a virtual portfolio or watchlist.
Create a virtual portfolio or watchlist with your favorite stocks.
3. Import your portfolio through file transfer.
If you have a portfolio at yahoo finance or a file export from your broker, you can import your portfolio file into Ziggma in a matter of a few clicks.
I want Ziggma's insights and tracking tools for my portfolio. Which broker can I link to Ziggma?
Ziggma securely integrates accounts at over 10,000 banks and brokers, including all market leaders, such as Fidelity, Schwab or Robinhood.
In addition, we connect with many plan sponsors and retirement account fiduciaries.
How do I link my investment account?
Linking an investment account is quick and easy. Simply click into the yellow frame to launch the fully secure and encrypted linking process. Once complete, you will immediately benefit from cutting-edge analytics and insights on your investment portfolio(s).
Chances are Ziggma works with your broker. You can link your accounts with thousands of US institutions.
Once the connection is established, your investment accounts will appear in the Bank account menu. You can now view them individually or consolidated into a single portfolio.
How can I get a consolidated view of all my brokerage accounts?
In order to get the consolidated view of your accounts for a comprehensive view of your investment allocation, quality, income and risk, simply select All Accounts in the “My Accounts” menu.
How do I upgrade to Ziggma Premium?
To upgrade to a higher tier, navigate to Account Management and click on the Billing tab.
Select the tier that best fits your needs.
Is there a free trial period?
There is a 7-day free trial period. You will not be charged until the end of the trial period.
Can I cancel anytime?
Yes, you can cancel your subscription at any time. You subscription will remain active until the end of the last billing period.
Under which circumstances can I ask for a refund?
We guarantee a refund in the event that you find your holdings data to be incorrect after linking your investment account. Please note that we rely on third party providers to obtain your holdings and transactions data. We are working closely with these data providers to continuously improve data accuracy.
What happens if I cancel my subscription?
You’ll be automatically switched to the Free plan. Any linked investment account will become a virtual portfolio and stop updating. Ziggma Stock Scores, premium features, and saved screen settings will be removed.
How do I create a virtual portfolio?
By creating a virtual portfolio you can fully benefit of Ziggma’s portfolio analytics, tracking and optimization tools.
To create a virtual portfolio, simply click on the plus icon next to the virtual portfolio menu.
How do I create a watchlist?
By creating a watchlist, you can conveniently monitor the stocks you are interested in. You can created as many watchlists as you like to track stocks by themes, such as AI, healthcare or high dividend yields.
Creating a watchlist is as simple as creating a virtual portfolio. Simply follow these steps.
Navigate to Watchlists in the left-hand menu:
Click on 'Add' icon to create a new watchlist.
Enter a name for your watchlist and hit Create. Once this step is completed, you can start adding securities to your watchlist.
How to add stocks, ETFs and funds to a virtual portfolio?
Adding a new stock, ETF or fund to your virtual portfolios is quick and easy.
There are three options.
Option 1: Add stock (ETF or fund) directly from the search bar by clicking on Add to Portfolio and selecting the destination portfolio or watchlist.
Option 2: Add stock (ETF or fund) from the profile page
Option 3: Add stock (ETF or fund) from the screener
How to edit a virtual portfolio, such as an example portfolio or a virtual portfolio created by you?
You can edit a virtual or example portfolio by using the Buy/Sell buttons on the right-hand side of the portfolio holdings table.
On the Order Entry screen, select Buy or Sell.
Enter the number of shares you would like to buy or sell.
If you are buying shares, please make sure that you have enough cash available. If there is not enough cash available to buy the desired number of shares, you have to add cash by clicking on the + icon next to the available cash amount (see second next image) to make a deposit.
How to add stocks, ETFs and funds to a watchlist?
Adding a new stock, ETF or fund to a watchlist is quick and easy.
There are three options.
Option 1: Add stock (ETF or fund) directly from the search bar by clicking on Add to Watchlist and selecting the destination watchlist.
Option 2: Add stock (ETF or fund) to watchlist from the profile page
Option 3: Add stock (ETF or fund) from the screener
How can I upload a portfolio file or list of stocks to a virtual portfolio?
Uploading a portfolio file is very straightforward. Simply click on the arrow next to the virtual portfolio menu to start importing your file.
If your file has been exported from yahoo finance, it should work without any tweak. In all other cases, please follow this file format.
Click on the staple icon, then select the applicable file on your computer. Enter a portfolio name, then hit Upload to view your portfolio in Ziggma.
What browsers work best for Ziggma?
Ziggma has been built to work with all of the main web browsers.
I have an Interactive Brokers account? Is there a specific way to connect?
Yes, it differs a bit. There is one configuration you have to make in your Interactive Brokers account settings. Log into your Interactive Brokers account, go to Settings -> Account Reporting -> Third Party Services. Check the box next to Mint. Note the Token and Query ID being created and click Save. During the account synchronization process you will need to provide Plaid with the query ID and the token. These remain valid for 4 months and need to be renewed thereafter.
What is the Top 50 Stock List?
The Ziggma Top 50 Stock List serves as a shortlist of the 5 highest ranked stocks - by Ziggma Stock Score - in each of the top ten industries by revenue growth (10 X 5). It is updated daily and a great source for high quality stocks with exceptional value creation potential.
What are Model Portfolios and what are their benefits?
The purpose of model portfolios is to provide our users with ideas and inspiration.
Our model portfolios cover a wide range of investment approaches, from growth to value to dividend investing, an beyond.
What are Guru Portfolios and what are their benefits?
Guru portfolios comprise the top positions of the world’s most successful investors. By viewing what they own, you can hitch a ride on some of their investment cases.
By following this approach you can generally be sure of a couple of things:
First, these star investors always look for downside protection. They do this by picking companies with impeccable business models and very strong competitive positions.
Secondly, they will have done their homework on the investment case and in the case of activist investing they will work with the best lawyers in order to get done what they believe will create value for themselves and fellow shareholders.
How do I make the most out of the Ziggma Stock Scores?
The Ziggma Stock Score greatly benefits our users by helping them to stick with high-quality stocks. In fact, our research shows that portfolios with an average Ziggma Stock Score above 75 significantly outperform lower quality portfolios, and even the market.
Every stock profile page features a company's Ziggma Score, as well as the top-ranking stocks in the industry.
What goes into the Ziggma Stock Score?
The Ziggma Stock Score algorithm is entirely based on fundamental data, analyzing dozens of indicators related to growth, valuation, profitability, and financial strength.
The Ziggma Stock Score ranks stocks from 0 to 100 against industry peers, helping you quickly identify top-performing companies.
Here are some examples of Ziggma Stock Scores.
Monitoring portfolio quality through the Ziggma Stock Scores
By closely tracking your portfolio holdings' stock scores, you can keep close tabs on portfolio quality within your portfolio.
How to use the Ziggma Stock Score in the screener to find the best stocks within seconds?
By using the Ziggma Score as well as sub-scores to screen for stocks, you can focus your research on the highest-potential stocks. Be sure to watch this 90-second tutorial to learn how you can optimize your research process.
Is the personal information I enter to connect to my account safe?
Yes, it is. The account connection is handled by specialized service providers, such as Plaid and Snaptrade. These work with pretty much every bank in the United States. You can learn more about Plaid’s data and connection security here.
Which information will Ziggma have about me?
Not a lot. And we think it is best this way. We are in the business of providing a service, and not in the business of collecting and selling your data. Essentially we will have your alias (which may or may not be James Bond or Princess Leia), your investment account holdings and your transactions. It means that we are providing our portfolio analytics essentially on an anonymous basis. For the avoidance of doubt, please note that we are entirely focused on investments and do not obtain any information on any checking, savings, or loan accounts you may have.
How frequently is my brokerage account updated in Ziggma?
The frequency with which we obtain updated holdings and transactions date depends on the broker. Certain brokers provide multiple updates during the day, other only provide one update per day.
When the market is open, we update your portfolio value in real-time.