FAQ - Ziggma Free Portfolio Tracker Guide

Question 1

What are the benefits of using Ziggma?

Accepted Answer

Ziggma empowers independent, long-term investors to build portfolios that generate strong financial returns while being in full control of what their money supports. Holistic Analysis: instantly view diversification, risk, and quality for all your investments. Portfolio Optimization: identify weaknesses and opportunities to own your best portfolio. Impact Insights: learn what your money supports and how well your investments align with your values. Total Independence: unlike your broker, we work for you, not your trades — with you for the long run.

Question 2

What do I need to sign up?

Accepted Answer

All you need is an email address and a first and last name — even initials will suffice. No credit card required.

Question 3

What are Ziggma's most popular features?

Accepted Answer

Ziggma offers a suite of tools designed to help you invest for profit with purpose. The most popular features are: Portfolio Checkup, our #1 tool, offering unique insights into your portfolio's quality, risk, yield, and real-world impact. Portfolio Optimizer, to fine-tune your holdings for stronger returns and better alignment with your values. Ziggma Stock Score, proprietary scoring for a data-driven snapshot of any stock's potential. Powerful Screening, surfacing opportunities that meet your specific financial and sustainability criteria.

Question 4

Where can I find tutorials and product demos?

Accepted Answer

Ziggma offers a full set of tutorials and demos covering Getting Started, Portfolio Insights, Research, Portfolio Optimization, and Portfolio Tracking. These walk through every major workflow in the platform.

Question 5

Which broker and retirement platforms can I link to Ziggma?

Accepted Answer

Ziggma securely syncs accounts at over 10,000 banks and brokers, including all market leaders — Fidelity, Schwab, Robinhood, Webull, and Coinbase. Ziggma also connects with most plan sponsors and retirement account fiduciaries. What clients value most is having an independent, trustworthy investing platform that helps them build portfolios that perform well while being aligned with the future they want to live in.

Question 6

How do I link an investment account?

Accepted Answer

Linking an investment account is quick and easy. Open Investment Accounts from the navigation menu, click Link Account, select the broker and account you wish to link, and complete the fully secure and encrypted link process. Once linked, you'll instantly benefit from Ziggma's independent analytics and insights for each portfolio individually, or for all of them combined in one consolidated view.

Question 7

Can I upload my portfolio as a file?

Accepted Answer

Yes. You can upload a portfolio via CSV in a few simple steps. The upload format is based on Yahoo Finance portfolios — if you upload your virtual Yahoo Finance portfolio, you have no adjustments to make. Required columns: Symbol (A), Trade Date (J, optional), Purchase Price (K), and Quantity (L).

Question 8

How do I create a virtual portfolio?

Accepted Answer

Click the + icon to the right of the portfolio selectors at the top of your screen. Enter a portfolio name and a starting cash amount, then hit Create.

Question 9

How do I create a watchlist?

Accepted Answer

Navigate to Watchlists in the Research section of the left-hand menu. Click the + icon next to the watchlist selection dropdown, enter a name, and hit Create. You can then start adding securities to your watchlist.

Question 10

How much does Ziggma cost?

Accepted Answer

You can start using Ziggma for free. For investors who want deeper analytics and research tools, Ziggma offers three Premium plan tiers — each with a 7-day free trial. There is no charge during the trial period. The Premium plan unlocks advanced features such as consolidated, real-time investment insights and tracking, Portfolio Checkup, Portfolio Optimizer, and institutional-grade proprietary investment research.

Question 11

Is there a free trial?

Accepted Answer

Yes. You can try any Premium plan free for 7 days, commitment-free. You will not be charged during the trial period.

Question 12

Can I cancel anytime?

Accepted Answer

Yes, you can cancel your subscription at any time. Your subscription will remain active until the end of the last billing period.

Question 13

What happens when I cancel my subscription?

Accepted Answer

You'll be automatically switched to the Free plan at the end of the subscription period. Any linked investment account becomes a virtual portfolio and stops updating performance and other tracking measures. Access to premium features such as the Portfolio Optimizer and Ziggma Stock Scores will be removed.

Question 14

Is syncing up my account secure?

Accepted Answer

Your financial data security is a top priority at Ziggma. Account connections are protected using bank-level encryption and modern authentication standards. When available, Ziggma connects to brokerage accounts using OAuth — the industry gold standard — which allows accounts to be linked without ever sharing login credentials. OAuth is supported by most major brokers, including Fidelity, Charles Schwab, Robinhood, Webull, and Vanguard. At no point does Ziggma see, store, or process your brokerage login credentials.

Question 15

Is my personal information secure?

Accepted Answer

Yes. Protecting your personal and financial data is a top priority at Ziggma. We use industry-standard encryption and modern security protocols to safeguard all information transmitted through the platform. Your data is used solely to provide portfolio analytics and insights within your account. Ziggma does not sell your data and does not share your personal information with third parties for marketing purposes.

Question 16

What is the Ziggma Stock Score?

Accepted Answer

The proprietary Ziggma Stock Score is a data-driven rating that summarizes a company's fundamental strength versus its peers on a simple scale from 0 to 100. The score analyzes multiple financial dimensions — growth, profitability, valuation, and financial health — to provide a clear, objective view of overall company quality. Higher scores generally indicate stronger, more resilient businesses based on consistent financial performance and sound fundamentals relative to industry peers. The Ziggma Stock Score helps you quickly understand a company's strengths and weaknesses and identify high-quality opportunities with greater confidence.

Question 17

How does the Ziggma Score compare to Seeking Alpha, Zacks, or Morningstar?

Accepted Answer

The Ziggma Stock Score differs from other rating providers through its holistic focus on fundamentals and affordability. While some providers focus primarily on a single dimension — such as short-term earnings revisions or valuation — Ziggma evaluates multiple pillars of company quality: growth, profitability, valuation, and financial strength. This broader framework helps investors see a company's fundamentals from several perspectives rather than through a single lens. The result is a clear 0–100 composite score, supported by transparent sub-scores that show exactly where a company stands relative to its peers.

Question 18

What is the Top 50 Stock List?

Accepted Answer

The Ziggma Top 50 Stock List highlights the five highest-rated companies — based on the Ziggma Stock Score — in each of the ten industries currently showing the strongest revenue growth. By combining industry momentum with Ziggma's fundamentals-driven scoring model, the list surfaces companies that pair strong financial quality with powerful growth trends. Updated daily, it serves as a curated shortlist of businesses with strong fundamentals and exceptional long-term value creation potential.

Question 19

Is Ziggma an investment advisor?

Accepted Answer

Ziggma is neither a registered investment advisor nor a broker and does not provide investment advice or recommendations. The platform provides independent portfolio analytics, research tools, and informational content designed to help investors better understand and evaluate their portfolios. All information and analysis is for informational and educational purposes only and should not be considered financial, investment, legal, or tax advice. Investors should conduct their own research and, where appropriate, consult a qualified financial professional before making investment decisions. Ziggma does not guarantee the accuracy, completeness, or future performance of any information provided. Users remain solely responsible for their investment decisions.

Question 20

Can I trade through Ziggma?

Accepted Answer

Ziggma is actively looking into enabling trading through the platform. Interested users can join the waitlist to be notified at launch.

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