Frequently Asked Questions
Find answers to commonly asked questions about our products and services.
What are the benefits of using Ziggma?
Ziggma helps self-directed DIY investors create and manage optimal investment portfolios. Our data show that high-quality portfolios outperform both low-quality portfolios and the market.
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.
Our most popular feature is portfolio tracking, as Ziggma provides innovative portfolio insights that brokers will not show you. These insights are available for individual accounts, but also in a fully consolidated view combining multiple accounts into a single portfolio.
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.
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.
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.
Linking 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.
Because 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.
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.
Why is it important to actively track my investment accounts?
Because 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 cancel anytime?
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.
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.
Can I create virtual portfolios for free?
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.
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.
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.
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.
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.
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.
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.
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.
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.