FAQ

Ziggma empowers independent, long-term investors to build portfolios that generate strong financial returns while being in full control of what their money supports.
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✔️ Holistic Analysis: Instantly view diversification, risk, and quality for all of 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 are aligned with your values
✔️ Total Independence: Unlike your broker, we work for you, not your trades - with you for the long run.

All you need is an email address, a first and last name, even initials will suffice.

Ziggma offers a suite of tools designed to help you invest for  profit with purpose. Our most popular features are:
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‍✔️ Portfolio Checkup: Our #1 tool. Unique insights into your portfolio’s quality, risk,yield and real-world impact
‍✔️ Portfolio Optimizer: 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:  Opportunities that meet your specific financial and sustainability criteria at your fingertips

Explore tutorials and demos to see how Ziggma helps you invest better.
➡️ GETTING STARTED
➡️ PORTFOLIO INSIGHTS
➡️ RESEARCH
➡️ PORTFOLIO OPTIMIZATION
➡️ PORTFOLIO TRACKING

Ziggma securely syncs accounts at over 10,000 banks and brokers, including all market leaders, such as Fidelity, Schwab, Robinhood, Webull or Coinbase.

What our clients value first and foremost is having an independent and trustworthy investing platform that enables them to build portfolios that perform well while being aligned with the future they to live in.

Ziggma also connects with most plan sponsors and retirement account fiduciaries.

Linking an investment account is quick and easy.  ▶️  DEMO.

Simply click the “Link Account” button to start a secure, encrypted connection process. Once connected, you’ll instantly gain access to powerful, independent analytics and insights for each of your portfolios, or for all of them combined in one consolidated view.

Your financial data security is a top priority at Ziggma.

Account connections are protected using bank-level encryption and modern authentication standards designed to safeguard sensitive information. 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.Linking an investment account is quick and easy.

You can start using Ziggma for free.

For investors who want deeper analytics and research tools, Ziggma also offers a Premium plan. It has a 7 day free trial period. 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, as well as institutional-grade, proprietary investment research.

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

Yes, you can cancel your subscription at any time. You subscription will remain active until the end of the last billing period.You can start using Ziggma for free.

You’ll be automatically switched to the Free plan at the end of the subscription period.

Any linked investment account will become a virtual portfolio and stop updating performance and other tracking measures.

Access to premium features, such as the Portfolio Optimizer and Ziggma Stock Scores will be removed.

Yes. Protecting your personal and financial data is a top priority at Ziggma.
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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.

Linking an investment account is quick and easy.   ▶️ DEMO.
1. Open Investment Accounts from the Navigation Menu.
2. Click on "Link Account".
3. Select the broker and account you wish to link.
4. Complete the fully secure and encrypted link process.
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Once linked, you’ll instantly benefit from Ziggma's independent analytics and insights for each of the portfolios you linked, or for all of them combined in one consolidated view (All Accounts portfolio selector).

Absolutely.
You can upload a portfolio by uploading a csv file in a few simple steps. The upload format is based on Yahoo Finance portfolios. So if you upload your virtual Yahoo Finance portfolio, you have no adjustments to make.

1. To upload your portfolio, click on virtual portfolios in the left-hand menu.
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2. Click on the upload button to the right of your virtual portfolio selectors.

3. Enter a portfolio name.

4. Click to upload your portfolio file - Please make sure that it follows the yahoo finance csv format. You can find a sample file here.
-> Column A: Header must read Symbol
-> Column A, Rows B - …. must contain ticker symbols
-> Column J: Headers must read Trade Date, Rows B - …. must contain purchase dates. Trade data is optional.
-> Column K: Header must read Purchase Price, Rows B - …. must contain purchase price in $
-> Column L: Header must read Quantity, Rows B - …. must contain number of shares.

To create a virtual portfolio, simply click on the + icon to the right of the portfolio selectors at the top of your screen.
Then enter a portfolio name, a starting cash amount and hit Create.
▶️ DEMO

These are the steps to follow to create a watchlist:
1. Navigate to Watchlists in Research section of the left-hand menu.
2. Click on the + icon next to the watchlist selection dropdown menu.
3. Enter a name for your watchlist and hit Create.
4. Now, you can start adding securities to your watchlist.

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 Ziggma Stock Score analyzes multiple financial dimensions, including 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.
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The Ziggma Stock Score helps you quickly understand a company’s strengths and weaknesses relative to its peers and identify high-quality opportunities with greater confidence.

The Ziggma Stock Score strongly differs from the ratings and scores provided by Seeking Alpha, Zacks or Morningstar through both its holisitic focus on fundamentals and affordability.

While some rating providers focus primarily on a single dimension—such as short-term earnings revisions or valuation—Ziggma evaluates multiple pillars of company quality, including 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.

By combining multiple fundamental factors into one intuitive rating, the Ziggma Stock Score makes it easier to identify high-quality businesses and build stronger portfolios with confidence.

‍Learn more in this article.
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