Own your best portfolio.
✓ Take control ✓ Optimize ✓ Improve returns
Free
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Portfolio tracker
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3 virtual portfolios
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Portfolio insights
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Dividend tracker
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Stock and ETF screener
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Stock research
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Link brokerage accounts
Starter
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Everything on free plan
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1 Brokerage link
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5 Virtual portfolios
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Ziggma Stock Scores
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Ziggma Top 50
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Ad free
Investor
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Everything on Starter plan
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5 brokerage links
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Investment account consolidation
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10 Virtual portfolios
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Smart Alerts
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Portfolio Optimizer
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Model & Guru Portfolios
Expert
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Everything on Investor plan
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Unlimited brokerage links
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Unlimited virtual portfolios
How does the 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.
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. We are working closely with our third party service providers for account synchronization to continuously improve data accuracy.
Can I change tiers at a later point?
Absolutely. You can switch tiers at any time. Simply navigate to Subscriptions in the Account Management menu to make the change.
What happens when I cancel?
You will be automatically switched to the Free plan. If you previously linked an investment account, it will be converted into a virtual portfolio and no longer be updated. Please note that your investment account data will no longer be updated. You will no longer have access to premium features, such as Ziggma Stock Scores and Smart Alerts. Your screener presets will be deleted.
Is linking my portfolio 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, the gold standard when it comes to secure account synchronization, removes the need to share login credentials altogether. You can link investment portfolios to Ziggma using OAuth from many leading brokers, such as Fidelity, Robinhood or Charles Schwab. 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 partners Plaid and Snaptrade. They are market leaders in their domain.
Connections using OAuth, available for Robinhood, Charles Schwab, Fidelity and many other institutions, remove the need for log-in credentials altogether.
Where can I find additional resources?
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.