How it works

How The Investment
Portfolio Manager
Software Works?

Intuitive and easy to use, it frees up time for you to focus on the essentials.

How The Investment Portfolio Manager
Software Works?

Ziggma’s main objective is to make investing easy. We help you stay on top of your investment portfolio and make improvements to it, when necessary.
The following illustration shows how easy it is. Get started with a portfolio in a matter of seconds to benefit from our portfolio analytics and intuitive portfolio views. Benefit from Ziggma’s powerful portfolio management tools or dive into our professional grade company financial data.

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Link, create or import a portfolio
  • Link one or several live investment accounts. This fully secure process is handled by our partner Plaid – a trusted service provider for virtually all US banks.
  • Import an existing watchlist or virtual portfolio from Yahoo Finance
  • Create a new portfolio in no time with the Ziggma Portfolio Builder
  • Or, use one of our many model and guru portfolios as a starting point for your own portfolio.
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Monitoring
  • Set Ziggma Smart Alerts to monitor risk, diversification or company valuation levels
  • Check your portfolio essentials conveniently thanks to the Ziggma Portfolio Recap
  • Use the Ziggma Company Performance Scores to monitor your portfolio companies’ financial performance
Portfolio analytics presented in an intuitive and modern design
  • Main dashboard with key performance, risk and financial indicators
  • Concise portfolio view with real-time prices and Ziggma Company Performance Scores
  • Customized portfolio splits by asset class, sector, Company Performance Score and much more
  • Portfolio risk analytics
  • Portfolio analytics by key financial indicators
  • Key technical indicators for portfolio positions
Optimization
  • Check the impact of transactions with the Ziggma Portfolio Simulator
  • Find new investment ideas fast with the Multi-Asset Screener
  • Use our Model and Guru Portfolios for inspiration