Investment Portfolio Tracker

Investment Portfolio Tracking

  • Use the Ziggma Portfolio Manager to monitor your portfolio split and risk.

  • Set alerts on key fundamental and technical levels within seconds thanks to our sliding scale technology.
  • Let us do the monitoring for you so that you have more time to focus on your research.

Sync Your Investment Account.

In the old days, investors would painstakingly maintain watchlists or virtual portfolios to track their investments. But luckily, those were the old days. Thanks to our investment portfolio tracker.

There is a game changer in town: Account aggregation. It enables you to link your brokerage account to the Ziggma Portfolio Manager. At Ziggma we work with Plaid. Recently acquired by VISA, Plaid is the market leader in account aggregation working virtually with all US banks. It uses market-leading encryption technology for flawless data security.
Alternatively, get a quick start by importing your yahoo finance portfolio or creating a new portfolio using our ultra-fast Screener.

Closley Track The Split Of Your Investment Portfolio

You are likely to have paid close attention to building a well-diversified portfolio. So you want to make sure that it remains that way. But, markets and thus your investment portfolio are dynamic. Some positions will inevitably get larger and others smaller.

Set limits using Ziggma Smart Alerts for a single company or sector exposure. You never have to worry again about being caught off-guard. Once a limit that was set by you is reached, we will notify you immediately. We do the investment portfolio tracking for you.

Ziggma’s Investment Tracker Monitors The Risk Of Your Portfolio

As an essential part of an investment portfolio tracker is being on top of your portfolio risk at all times. Professional investors look to closely monitor and mitigate their risk. So why shouldn’t you be doing the same? The Ziggma Portfolio Manager gives you the means to do the same. Simply set a Smart Alert for your portfolio beta, Sharpe Ratio or Value-at-Risk. Get an immediate notification once your risk tolerance level is breached.

This allows you to act swiftly to de-risk your portfolios when necessary. Our Stock Screener lets you search for low beta securities.

Let Us Watch Valuation And Dividend Yield For You

One of the most popular uses of our Ziggma Smart Alerts consists of the monitoring of key fundamentals, such as the PE ratio and dividend yield.

Thanks to our ruler bar technology, you can set PE ratio alerts within seconds. Also at the level at which you consider a stock expensive (or cheap if you are a buyer). You can do the same for dividend yield or even technical indicators.

With the Ziggma Optimize Plan users can even gain an edge by getting smart alerts in real time. Talk about your investment portfolio tracking to the next level.

Time to Face the Facts

Fact 1: Your investment portfolio is dynamic while your time is limited.

Fact 2: It is not easy to keep up with everything that is going on within your portfolio. We know this from personal and professional experience.

Fact 3: The good news, these challenges can be overcome. This is why – encouraged by the huge progress in technology – we decided to build the Ziggma Portfolio Manager.
Because investing does not have to be both hard and time-consuming. Our Investment Portfolio Tracker makes all the difference.

With the right tools and visualizations, we can all be better investors.

It’s time to make investing easy.

Check out our suite of tools and innovative visualizations. All designed to help active investors such as you with investment portfolio tracking.

Are you Interested?