Frequently Asked Questions
Find answers to commonly asked questions about our products and services.
What are the benefits of using Ziggma?
Ziggma gives investors a smarter way to manage their portfolios by transforming complex financial data into simple, actionable insights. You get powerful stock scores, portfolio optimization tools, and impact analytics that help you identify strong opportunities and align your investments with your values. Because Ziggma connects to virtually any broker, you can see, track, and improve your entire portfolio in one place. The result is clearer decisions, better performance potential, and a more meaningful investing experience.
What do I need to sign up and check it out?
All you need is an email address, a first and last name. Your initials will work as well.
What are your most popular features?
Our most popular feature is portfolio tracking. Ziggma gives independent investors the analytics and insights they are noet getting from their brokers. These insights are available for individual accounts, but also in a fully consolidated view combining multiple accounts into a single portfolio giving investors the full picture.
I want Ziggma portfolio insights for my investment account. Which broker can I link to Ziggma?
Ziggma securely syncs accounts at over 10,000 banks and brokers, including all market leaders, such as Fidelity, Schwab, Robinhood, Webull or Coinbase.
In addition, we connect with many plan sponsors and retirement account fiduciaries.
How do I link an investment account?
Linking an investment account is quick and easy. Simply click on the “Link Account” button to launch a secure and encrypted linking process. Once complete, you will immediately benefit from cutting-edge analytics and insights on each of your investment portfolio(s) or all of them combined into a single consolidated portfolio.
Is syncing up my account secure?
Syncing your investment portfolio to Ziggma is highly secure. Digital security has made huge strides, with institutions adopting robust multi-factor authentication to fortify data protection. OAuth protocol, the gold standard, removes the sharing of login credentials from the process altogether. OAuth protocol is available for virtually all large brokers, including Fidelity, Charles Schwab, Robinhood, Webull or Vanguard. Regardless of the account syncronization process used, Ziggma never comes in touch with, processes or stores your login credentials.
Can I upload a portfolio as a file to get started on Ziggma?
Absolutely. You can upload a portfolio by uploading a csv file in a few simple steps.
1. Click on virtual portfolios in the left-hand menu
2. Click on the upload button next to the sample virtual portfolio pills.
3. Enter a portfolio name
4. Click to upload your portfolio file – Please make sure that it follows the yahoo finance csv format (see a sample file here).
-> Column A: Header reads Symbol, Rows B – …. = ticker symbols
-> Column J (optional): Headers reads Trade Date, Rows B – …. = purchase dates
-> Column K: Header reads Purchase Price, Rows B – …. = purchase price in $
-> Column L: Header reads Quantity, Rows B – …. = number of shares
Why is it important to actively track my investment accounts?
Markets move and portfolios change. Without monitoring, your risk level and asset mix can drift from your goals. Underperforming companies may drag down returns, while hidden fees can quietly compound into big losses. By regularly reviewing your investments, you keep your portfolio aligned with your strategy and give yourself the best shot at maximizing long-term gains.
Can I create virtual portfolios and watchlists for free?
Absolutely, you can create virtual portfolios or watchlists with your favorite stocks, ETFs and mutual funds on the free plan.
How do I create a virtual portfolio?
To create a virtual portfolio, simply click on the + icon to the right of the portfolio selectors (portfolio names) at the top of your screen. Then enter a portfolio name, a starting cash amount and hit Create.
How do I create a watchlist?
Creating a watchlist is very easy.
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. Once this step is completed, you can start adding securities to your watchlist.
What is the Ziggma Stock Score?
The Ziggma Stock Score is a data-driven rating that distills a company’s fundamentals into a single, easy-to-understand number from 0 to 100. It analyzes multiple financial dimensions—including growth, profitability, valuation, and financial health—to give you an instant read on overall quality. Higher scores indicate stronger, more resilient companies based on objective, quantitative metrics. It’s designed to help investors quickly understand a stock’s strengths and weaknesses relative to peers.
Learn more in this tutorial.
How does the Ziggma Score compare to Seeking Alpha, Zacks or Morningstar?
Ziggma stands out from Morningstar, Seeking Alpha, and Zacks by offering a holistic, fundamentals-driven 0–100 score built for medium- to long-term investors. Zacks focuses narrowly on short-term earnings revisions, and Morningstar centers on long-term valuation, while Ziggma evaluates growth, profitability, valuation, and financial strength for a broader view of company quality. Compared with Seeking Alpha’s A–F grades, Ziggma delivers a cleaner composite score with transparent sub-scores. The result is a clear, multi-factor assessment for investors who want more than a single-theme rating. Learn more in this article.
How do I make the most out of the Ziggma Stock Score?
The Ziggma Stock Score lets you identify high-quality stocks. Our analytics show that portfolios with an average Ziggma Stock Score above 75 significantly outperforms lower quality portfolios, and even the market.
Every stock profile page features a company’s Ziggma Score, as well as the top-ranking peers 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.
Is Ziggma an investment advisor?
Ziggma is neither a registered investment advisor nor a 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.
I am interested in upgrading to the Premium plan. Can I try it for free?
Can I cancel anytime?
Under what 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 when 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.
Is my personal information secure?
Yes, we take the security of your personal information seriously. We use industry-standard encryption and security measures to protect your data. Your information will only be used for order processing and will not be shared with any third parties.
I have an Interactive Brokers account? Is there a specific way to connect?
There is one configuration you’ll have to make in your Interactive Brokers account settings. It’s very easy.
1. Access your IBKR account through the Client Portal
2. Click on the Menu in the top left hand corner
3. Select Reporting > Third Party Reports
4. Under Third Party Services configure Mint to generate a token and query ID, which will serve to establish the connection. Copy the token and query ID number.
5. Return to Ziggma and kick off the syncronization process by clicking inside the yellow frame. Enter the token and query ID you created in Interactive Brokers when prompted.
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. 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, and beyond.
What are guru portfolios and what are their benefits?
Guru portfolios showcase the top holdings of the world’s most successful investors. By seeing what they own, you can tap into their best ideas. These investors focus on protecting the downside by choosing companies with strong business models and durable advantages. They also dig deep into the investment case—and, in activist situations, push for changes that create value for all shareholders.