Ziggma goes beyond price and performance — giving you a complete picture of your portfolio across six dimensions that actually drive long-term outcomes.
See your portfolio broken down by asset class, asset type, industry, country, and individual holding weight — with customizable min/max limits to flag when any single position or sector gets too large.
Every holding is scored on the Ziggma Stock Score across growth, valuation, profitability, and financial health. The Fundamental tab shows your portfolio's average score and flags the weakest positions by name.
The Impact tab scores your portfolio on climate action, sustainable resource use, fair labor practices, and accountability — with a global warming potential reading and controversy score for each holding.
See your 12-month forward cash flow and yield in one view, with a per-holding breakdown of dividend income. Know exactly which positions are generating income — and which aren't pulling their weight.
Monitor portfolio beta and sector concentration across all your accounts. Ziggma flags holdings with the highest risk exposure so you always know where your portfolio is most vulnerable to market moves.
Set rules around diversification thresholds, buy and sell signals, and dividend yield changes. Ziggma monitors your portfolio continuously and alerts you when it's time to act — on your terms.
Connect your accounts, and Ziggma does the rest — no spreadsheets, no manual entry, no switching between platforms.
Link your brokerage and retirement accounts in a few clicks. Ziggma supports accounts held at different brokers and aggregates everything into a single unified dashboard.
Ziggma instantly analyzes your consolidated holdings across diversification, quality, impact, risk, and income — giving you a complete view you can't get from any single broker.
Define your own rules — concentration limits, buy and sell signals, dividend thresholds. Ziggma monitors your portfolio continuously and notifies you when action is needed.
Use the Portfolio Checkup to identify weaknesses and the Portfolio Optimizer to simulate improvements before you act. Tracking is the foundation — Ziggma helps you build on it.
Most trackers show you what you own. Ziggma shows you what it means — and what to do about it.
Ziggma doesn't just display your holdings — it analyzes them. Every tab surfaces a different layer of insight, from fundamentals to impact to income, giving you the full picture in one place.
Once you can see your portfolio clearly, Ziggma gives you the tools to act on what you find. Run a checkup to identify what needs attention, then simulate improvements before committing to any trade.
Most trackers tell you what you own. Ziggma tells you what it means.
| Ziggma | Broker App | Spreadsheet | |
|---|---|---|---|
| Multi-account aggregation | ✓ | Partial | Manual |
| Diversification analysis by industry & country | ✓ | Partial | ✗ |
| Fundamentals-based quality scoring per holding | ✓ | ✗ | ✗ |
| Portfolio impact & sustainability scoring | ✓ | ✗ | ✗ |
| 12-month forward dividend cash flow | ✓ | Partial | Manual |
| Customizable concentration limit alerts | ✓ | ✗ | ✗ |
| Pre-trade portfolio simulation | ✓ | ✗ | ✗ |
| Free tier available | ✓ | ✓ | ✓ |
Connect your brokerage and retirement accounts in a few clicks. Ziggma aggregates everything into one unified view — no switching between platforms required.
Everything you need to know about Ziggma's free portfolio tracker.
Connect your accounts and get a complete analytical picture across diversification, quality, impact, risk, and income — in minutes.
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