The free portfolio tracker for all your stocks and funds.

Get 360° tracking of your investments in one clean dashboard.
→ Diversification, risk and quality
→ Real-world impact of investments
→ Start with read-only portfolio sync, file upload or test with a virtual portfolio

Start tracking free →See how it works ↗
Brokerage linking on premium plans
Ziggma portfolio overview on desktop and mobile, with account balances and investment performance

Everything your portfolio needs you to know

Ziggma goes beyond price and performance — giving you a complete picture of your portfolio across six dimensions that actually drive long-term outcomes.

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Diversification
Know exactly where your risk is concentrated

Most portfolios have hidden concentrations. Ziggma breaks yours down by asset class, industry, and country. It flags any position or sector that's grown too large.

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Portfolio Quality
See which holdings strengthen your portfolio — and which don't

Not all holdings earn their place. Every stock gets a Ziggma Stock Score across growth, valuation, and financial health, so you can see at a glance what's pulling its weight.

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Impact
Understand what your money actually supports

You can't align money you can't measure. Ziggma scores each holding on climate action, labor practices, and accountability, so you know what you're actually funding.

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Dividends
Track your income across every account

Dividend income is scattered across accounts and hard to project. See your full 12-month forward cash flow in one view, broken down by holding.

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Risk
Surface hidden risk before it surfaces itself

Risk hides until it doesn't. Ziggma monitors portfolio beta and sector concentration across all accounts and flags your most exposed positions before markets move.

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Smart Alerts
Let Ziggma watch your portfolio so you don't have to

You can't watch your portfolio all day. Set your thresholds once. Ziggma monitors continuously and alerts you when it's time to act.

How Ziggma compares

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 ✓ ✓ ✓

Free portfolio tracker

See what your broker app doesn’t show you.
Start tracking free →

Up and running in minutes

Connect your accounts, and Ziggma does the rest — no spreadsheets, no manual entry, no switching between platforms.

Step 1
Connect your accounts

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. Connections are read-only and secure — see is Plaid safe for linking accounts for details.

Step 2
Get your full portfolio picture

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.

Step 3
Set alerts for what matters to you

Define your own rules — concentration limits, buy and sell signals, dividend thresholds. Ziggma monitors your portfolio continuously and notifies you when action is needed.

Step 4
Improve, not just track

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.

Tracking is just the start

Most trackers show you what you own. Ziggma shows you what it means, and what to do about it.

Portfolio Intelligence

A complete analytical picture across every dimension

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.

  • Diversification by asset class, industry, and country
  • Ziggma Stock Score for every holding
  • Impact score with climate action and controversy data
  • Risk exposure and portfolio beta
From Insight to Action

Don't just monitor. Improve.

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.

  • Portfolio Checkup: assess your portfolio across five dimensions
  • Portfolio Optimizer: simulate any trade before you place it
  • Smart Alerts: get notified when your portfolio needs you
  • High-Scoring Peer suggestions to find better alternatives

Works with your existing accounts

Connect your brokerage and retirement accounts in a few clicks. Ziggma aggregates everything into one unified view — no switching between platforms required. Once connected, you can track return, risk, diversification, income, and impact across all your holdings at once. Here's how to interpret and act on what you see.

Your portfolio, fully visible.

Connect your accounts and get a complete analytical picture across diversification, quality, impact, risk, and income — in minutes.

Start Tracking Free
Free tier available

Frequently asked questions

Everything you need to know about Ziggma's free portfolio tracker.

A portfolio tracker consolidates your investments into one view so you can monitor performance, diversification, risk, and income without switching between accounts. For long-term investors, a tracker is the foundation of a disciplined investment process. Learn how to analyze your stock portfolio to get the most from your tracking data.
Yes. Ziggma brings holdings from different brokerage and retirement accounts into one consolidated dashboard. On the free plan, you add holdings by hand or by CSV import, with no limit on the number of holdings. On premium plans, you link your brokerage accounts and Ziggma keeps them in sync automatically. Seeing every account in one place helps you spot overlap and manage diversification across brokers. See how to track investments across multiple accounts.
Ziggma tracks six dimensions simultaneously: diversification, portfolio quality, impact, dividends, risk, and smart alerts. Each has its own dedicated view, so you can monitor your holdings by industry exposure, sustainability alignment, or forward dividend cash flow, not just daily price movement. The Ziggma Stock Score powers the quality dimension, scoring every holding on growth, valuation, profitability, and financial health.
Ziggma breaks your portfolio down by asset class, asset type, industry, country, and individual holding weight. You can set custom minimum and maximum concentration limits for any single asset class or position. Ziggma flags you when exposure drifts outside your defined boundaries. This makes it easy to optimize your portfolio and keep risk intentional rather than accidental.
Yes. The Impact tab scores each holding on climate action, sustainable resource use, fair labor practices, and accountability. It also shows a global warming potential reading and a controversy score. It's a practical way to understand what your capital supports, without relying on broad ESG labels. You can also explore how to reduce the climate impact of your portfolio.
Yes. The Dividends tab shows your 12-month forward cash flow and overall portfolio yield, with a per-holding breakdown of dividend income and yield. You can see exactly which positions are contributing to income and which aren't. This is particularly useful for income-focused investors building a long-term portfolio management strategy.
Smart Alerts let you define rules around your portfolio, such as concentration limits, buy and sell signals, and dividend yield thresholds. You get a notification when your portfolio crosses them. Instead of watching your portfolio constantly, you set your rules and Ziggma monitors for you. It's one of the features that separates active portfolio management from passive tracking. Learn more about how Ziggma connects to your accounts securely.
Yes, and this is where Ziggma goes beyond standard tracking. Once your holdings are in Ziggma, you can run a Portfolio Checkup to identify weaknesses across five dimensions, then use the Portfolio Optimizer to simulate any trade before you place it. Tracking is the starting point. Ziggma gives you the tools to act on what you find.
Your broker shows you the holdings in that account. Ziggma shows you your complete portfolio across all your accounts and brokers, with a layer of analytical depth that no single broker provides: quality scoring, impact data, diversification limits, and pre-trade simulation. See how Ziggma compares to other portfolio analysis tools.
Yes. Ziggma's free plan includes unlimited holdings, added by hand or by CSV import, plus diversification analysis and performance monitoring. Brokerage account linking and advanced features such as the Portfolio Optimizer and full impact data are on premium plans. See the Ziggma pricing page for what's included at each level.