How it works

How The Investment Portfolio Manager Software Works

  • Sign up and link your investment account to Ziggma. It’s free, secure and anonymous
  • Or, get started with one of our many investment portfolio examples
  • Benefit from the intuitive visuals illustrating risk and portfolio composition
  • Set smart alerts, simulate trades, back-test and much more to better manage your investments

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

Our Objective: Make Investing Easy
We help you to not only stay on top of your investment portfolio but also to make improvements to it, whenever 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. Invest better with Ziggma’s powerful portfolio management tools. Leverage our professional grade company financial data curated by professional financial analysts.


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.


  • 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


  • 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