Frequently Asked Questions
By uniquely combining portfolio insights and investment research, Ziggma lets you manage all your investments in a single platform.
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You can get started with Ziggma’s stock portfolio tracker in a matter of seconds by signing up with your email address and by setting a password for your account. We take security very seriously. Please remember to verify your email.
These are the three most frequently used options to get started:
1. Link your brokerage account(s).
Our account aggregation providers will establish a fully secure, read-only synchronization with your account concerning your holdings and transaction data. For the avoidance of doubt, note that Ziggma will not know or handle your account number or password at any given point in time. If it is needed at all, this information is safely handled by our partners. Many of the major banks, such as Charles Schwab or Robinhood, have established tokens (OAuth technology) that eliminate the need to handle sensitive information altogether. Learn more about connection security here.
2. Create a virtual portfolio.
3. Import a watchlist or virtual portfolio from Yahoo Finance.
Linking an investment account is quick and easy. Simply click on the bank icon to run through a 3-step linking process. Once complete, you will immediately benefit from cutting-edge insights on your investment portfolio. 
Account synchronization is enabled by our account aggregation partners. Using cutting-edge encryption technology, they securely handle the account connection process. Select your broker or bank from thousands of US institutions. By repeating the process you can link multiple portfolios to get a consolidated 360° view of your investments. 
The investment accounts you linked to Ziggma will appear in the Bank account menu. They are now ready to be tracked in Ziggma’s best free portfolio tracker.
Once your account is linked to Ziggma, you will immediately benefit from Ziggma’s unique portfolio tracking and optimization tools:
Portfolio tracker for 360° insights into your portfolio risk, yield and overall quality
Ziggma Stock Scores to learn how we score your stock holdings
Portfolio Simulator to evaluate the impact of a contemplated trade on your portfolio
Dividend Tracker to stay in control of your income from investments
Smart Alerts to save time monitoring your investments
You can securely link your portfolio from thousands of banks and brokers in the US through an encrypted connection provided by our dedicated service providers.
Bank accounts at all of the major brokers and banks can be connected to Ziggma’s best free portfolio tracker. If you have an account at Fidelity, Charles Schwab, TD Ameritrade, Robinhood or Citigroup, just to name a few out of thousands, you are good to go.
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.
By creating a virtual portfolio you can make use of Ziggma’s many innovative portfolio analytics, portfolio tracking and portfolio optimization tools. To create a virtual portfolio, please click on the plus icon next to the virtual portfolio menu.
Enter a portfolio name and cash amount. Then hit Create.
By creating a watchlist, you can conveniently monitor the stocks you are interested in through Ziggma’s best free portfolio tracker.
Creating a watchlist is very similar to creating a virtual portfolio. It only takes a matter of seconds. 
First, click on the plus icon next to the watchlist menu.
Enter a name for your watchlist and hit Create.
You can now start adding securities to your watchlist, cf. below.
Adding stocks to portfolios is quick and easy. For best user experience, there are several different ways to add stocks to a virtual portfolio.
Option 1: Add directly from the search bar by clicking on Add to Portfolio and selecting the destination portfolio or watchlist. 
Option 2: Add stocks from the search results in Ziggma’s free stock screener.
Option 3: You can also add stocks from the stock profile page
Many users have legacy portfolios on yahoo finance that they would like to hold on to when moving to a new platform for best free portfolio tracking and optmization. We got you covered. Ziggma allows you to import yahoo finance portfolios in a matter of seconds. We will even account for the purchase date if this information is available in your file.
Here’s how it works. Click on the arrow next to the virtual portfolio menu.
Click on the upload icon, then select the file in which you downloaded your portfolio from yahoo finance. Click on the Upload button to view your portfolio in Ziggma.
Ziggma has been built to work with all of the main web browsers.
Interested in Ziggma’s Premium features? You can upgrade to Ziggma by clicking on any Premium feature, such as the Ziggma Top 50 Stock List in the left-hand menu or any stock scorecard in a company profile page. This will trigger a screen on which you can find a Subscribe button. You can try Ziggma Premium risk-free on a 7-day free trial.
Alternatively, you can upgrade from Account Management -> Subscriptions where you will see a feature comparison between the Ziggma Plans.
Ziggma’s free stock screener has been specifically designed for ease of use and effective search.
Search parameters can be set in a matter of seconds thanks to sliding scales while the corresponding search results are rendered in real-time. 
If you are on the Premium plan, you can cut through the noise by screening with Ziggma’s proprietary stock scores to get to the top-rated stocks within a matter of seconds.
On the Premium plan you also benefit from pre-configured screen settings…. 
…and the possibility to save screens to check back for new screen results at a later time.
The portfolio dashboard is an integral part of Ziggma’s portfolio tracker. It provides an overview of key portfolio metrics, such as risk, quality, income and growth, allowing you to stay in control of your portfolio at all times.
Ziggma gives you the possibility to monitor these key portfolio indicators over time so that you can make sure that your portfolio stays on track. Income investors, for instance, will want to monitor portfolio yield.
Ziggma has been specifically designed to help you manage your investment portfolio more effectively. As analysts and fund managers we saw a huge gap in the tools available to professionals and self-directed investors. With Ziggma we have set out to close the gap in the toolset available to professional and private investors.
Use the portfolio dashboard to monitor your portfolio vitals. Make sure that you monitor these over time by periodically checking the mini charts showing you the trend, such as for your portfolio quality, see example below. 
Be sure to monitor closely how we score your stock holdings in the portfolio view of Ziggma’s best free portfolio tracker. You can find more information about how we rank stocks here.
Are there low-scoring stocks in your portfolio? Simply click on the ticker to check its scorecard to see the stocks that rank best in the same industry.
As a portfolio analysis tool, Ziggma helps you monitor portfolio diversification. Do you want to be informed when a single stock makes up too large a share in your portfolio? All you have to do is set a Smart Alerts in a matter of seconds and let us take over the monitoring for you.
Are you struggling to keep up with dividend payments? We can help. Our dividend tracker shows you who pays you, when and how much.
Very importantly, you need to track your portfolio companies’ financial performance. Every fund manager does it. So should you. Ziggma makes it easy for you. In the Fundamental tab, we display companies’ most important performance indicators – opposing the most recent value to the value when you first purchased the stock. If the company has improved on the indicator, the value will show in green, if unchanged in white and if it has deteriorated the value will be displayed in red.
The Portfolio Simulator is another great example of how we let Ziggma users benefit from our experience in institutional asset management. Prior to entering into a trade, professional investors gauge the trade’s impact on the portfolio. The Portfolio Simulator – a one-of-its-kind tool lets you do just that.
Simply enter the trade information and hit simulate to see the impact on diversification, risk, yield and other portfolio characteristics, such as average revenue growth. If you are not comfortable with how the portfolio looks post trade, you can simply adjust the number of shares and hit Simulate again.
Ziggma’s Smart Alerts will help you monitor your portfolio and individual stock better, while saving you a great deal of time.
Start with setting diversification alerts. Every investor is aware that proper diversification is the number one priority when it comes to risk management. As a completely unique feature in the market, Ziggma will monitor your portfolio diversification for you. All you have to do is set a limit by stock, sector or even asset class. The alert takes literally only seconds to put in place, and will save you hours of time spent monitoring and checking.
Are you looking for help with the timing of entry and exit of portfolio positions? Then the Ziggma’s Smart Alerts represent the perfect solution for you.
Set an alert for price, PE ratio or yield to get notified when the level of interest is reached.
The back-testing tool is conveniently located in the Menu Bar. Simply open the tool, pick the portfolio you would like to back-test and set a date. Hit “Run” to see what the performance of the portfolio would have been over the chosen period.
The Ziggma Top 50 Stock List serves as a shortlist of the highest ranked stocks that belong to the top ten industries by revenue growth.
In essence, if your goal is to build a well-diversified portfolio for the long run, you will want to look for stocks in the most dynamic industries.
So we identify the top ten industries by revenue growth for you. For each of these 10 industries the Top 50 Stock List shows you our top 5 ranking stocks.
Top 10 industries X 5 “best-of-breed” stocks = 50 top stocks
Ziggma users benefit from the Ziggma Stock Scorecard in a number of ways.
It shows how a stock ranks against its industry peers, conveniently on a scale of 0-100. The ranking is generated based on Ziggma’s proprietary methodology, which applies big data analytics to fundamental analysis. To some extent, the Ziggma Stock Score represents the work being done by a human equities analyst, only that our machines are able to crunch way more data and have no conflicts of interest or bias.
The Ziggma Stock Scorecard shows which stocks rank highest in the same industry. This lets you focus your research on the “best-of-breed” stocks.
The Ziggma stock sub-scores show how a stock compares to its peers on growth, profitability, valuation and financial position. This is extremely powerful for investors with particular investment approaches, such as a focus on growth or valuation.
By clicking on the small chart icon, the user can even look at how the stock’s score and its sub-scores have evolved over time.
What’s great about Ziggma is that we (or rather our algorithm) do the number crunching for you. This means that in the screener you can cut through the chase, and use both the overall score and sub-score to find the best stocks in a matter of seconds.
A very convenient way to monitor your portfolio quality is by monitoring the aggregate portfolio Ziggma Stock Score over time. Simply hover over the chart icon in the dashboard to see how your portfolio’s weighted average stock score has moved over the past 6 months.
Model portfolios are constructed by us to provide you with ideas and inspiration.
They reflect various approaches to provide a fit for almost any type of investor. Examples of themes are top scores, multi-asset, growth stocks, high yield ETF and much more.
Guru portfolios, which are updated every three months, comprise the top positions of some of the world’s most successful investors. So hitching a ride on some of their investment cases is certainly not a bad idea.
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. Just think of Dan Loeb with Sotheby’s and Nestle or Nelson Peltz with Procter and Gamble.
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 shareholders.