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Frequently Asked Questions
How does the 7-day free trial work?
You can try all of Ziggma’s features risk-free on a 7-day trial at no cost. Your card will not be charged during the trial period.
Can I cancel anytime?
Yes, you can cancel your subscription at any time. You subscription will remain active until the end of the last billing period.
How does the portfolio tracker work and what are its benefits?
Ziggma’s portfolio tracker unifies all your accounts in real time, with smart alerts, analytics, and clear visuals to monitor performance, allocation, and risk. The result: more control, less guesswork, and better long-term returns.
What is account consolidation and how does it benefit me?
If you have multiple accounts, Ziggma will aggregate up all your accounts into a single investment account to give you a full overview of your investments, including X-ray look-through on mutual funds and ETFs.
Here’s how this feature benefits you:
1. Consolidate all of your brokerage and investment accounts in one place
2. View your overall portfolio allocation, risk and quality – across all of your brokerage and retirement accounts
3. Monitor portfolio value and intraday change of your combined portfolio and individual portfolios in one single view
4. Track your overall investment performance
5. Track all of your investment transactions in one place.
What kind of portfolio insights does Ziggma give me?
Ziggma’s portfolio insights reveal what drives your results—highlighting overexposures, underperformers, hidden risks, and strengths like dividend growth or balance. This clarity makes it easy to spot opportunities and keep your investments aligned with your goals.
What is the Ziggma Stock Score and what are its benefits?
The Ziggma Stock Score algorithm is entirely based on fundamental data, analyzing dozens of indicators related to growth, valuation, profitability, and financial strength. It lets you identify high-quality stocks, by ranking stocks from 0 to 100 against industry peers.
Learn how the Ziggma Stock Score compares to Zacks, Seeking Alpha or Morningstar’s scoring approaches HERE.
Portfolios with an average Ziggma Stock Score above 75 significantly outperform lower quality portfolios, and even the market.
What is the dividend tracker?
Ziggma’s dividend tracker gives you a clear picture of your income stream by projecting dividend payments across all your holdings. You can see when and how much to expect, track growth over time, and spot risks like overreliance on a single stock. The benefit: steadier income planning, better portfolio balance, and more confidence in building long-term wealth through dividends.
What is the stock and ETF screener?
Ziggma’s stock and ETF screener lets you filter the market with precision using intuitive sliding scales. Instead of rigid yes/no criteria, you can fine-tune ranges—for example, setting a P/E ratio or dividend yield within your comfort zone. This dynamic approach makes screening faster, more flexible, and better aligned with your personal strategy, giving you an innovative edge over traditional screeners.
What is the Ziggma Top 50 List?
The Ziggma Top 50 Stock List serves as a shortlist of the 5 highest ranked stocks – by Ziggma Stock Score – in each of the top ten industries by revenue growth. It is updated daily and a great source for high quality stocks with exceptional value creation potential.
What are model and guru portfolios?
The purpose of model portfolios is to provide our users with ideas and inspiration.
Our model portfolios cover a wide range of investment approaches, from growth to value to dividend investing, and beyond.
Guru portfolios showcase the top holdings of the world’s most successful investors. By seeing what they own, you can tap into their best ideas. These investors focus on protecting the downside by choosing companies with strong business models and durable advantages. They also dig deep into the investment case—and, in activist situations, push for changes that create value for all shareholders.
What are Smart Alerts and what are their benefits?
Ziggma’s Smart Alerts keep you ahead of changes that matter most in your portfolio. Instead of flooding you with generic notifications, they let you set tailored triggers—like when a stock’s valuation shifts, a dividend changes, or your asset allocation drifts. This customization means you only get actionable alerts, helping you react quickly, protect your downside, and seize opportunities with confidence.
What is the Portfolio Optimizer and what is its benefit?
Ziggma’s Portfolio Optimizer helps you fine-tune your holdings for the best balance between risk and return. With just a click, it analyzes your current allocation and suggests adjustments to improve diversification and performance. The result: a smarter, more efficient portfolio that stays aligned with your goals while working harder for you.
Is linking my investment portfolio to Ziggma secure?
Linking your investment portfolio to Ziggma is highly secure. Digital security has made huge strides, with institutions adopting robust multi-factor authentication to fortify data protection. OAuth protocol, the gold standard, removes the sharing of login credentials from the process altogether. OAuth protocol is available for virtually all large brokers, including Fidelity, Charles Schwab, Robinhood, Webull or Vanguard. Regardless of the account syncronization process used, Ziggma never comes in touch with, processes or stores your login credentials.
Is my data safe?
We take data privacy very seriously. We understand that your holdings data comprises sensitive data. Therefore, we have put in place several layers of data protection, including encryption and de-personalization. Ziggma never comes in touch with your account credentials when you link an investment account to the platform. This process is handled by our service providers Plaid and Snaptrade. They are the market leaders in this domain. Connections via OAuth standard, as available for Robinhood, Charles Schwab and many other institutions, completely remove the sharing of log-in credentials.
What is your refund policy?
We guarantee a full refund in the event that you find your holdings data to be incorrect after linking your investment account. Please note that we rely on third party providers to obtain your holdings and transactions data. We are working closely with these data providers to continuously improve data accuracy.
Am I subject to value-added tax?
There is no value added tax for US based customers. If you are located in a different country, pricing may be subject to value added tax. Value-added tax is added to the subscription price. So you will see during checkout whether value added tax applies to you.
Where can I find information about how to get started with Ziggma?
Ziggma has been designed for ease of use so that any user can get draw value from the platform within seconds. Supporting information can be found on our FAQ page. Following your signup, you will also receive a series of eight brief emails that present some of the most powerful features you will have access to on Ziggma.