A Portfolio Analysis Tool For 360° Insights
Make the right decisions with powerful investment insights.
Take charge of your investments
Real-time portfolio analysis
Consolidate your accounts
Link multiple accounts: Broker, IRA, 401K
By letting you link multiple investment accounts, Ziggma’s portfolio analysis tool lets you track control of your investment journey.
Know what you own to make the optimal decisions to reach your long-term investing objectives.
Track your stock scores
Track Ziggma stock scores on your portfolio holdings
Companies’ financial performance can change fast.
By capturing thousands of data points and reflecting them in a single score, the Ziggma stock scores help you keep up with your stock investments.
Stick with high-scoring stocks for best return prospects.
Optimising your portfolio with Ziggma
It takes less than 2 minutes to get on top of your dividend investments
1. Sign up to Ziggma
Create a free account on Ziggma to get started.
2. Link your accounts
Link Fidelity, Robinhood, Vanguard or Charles Schwab.
3. View portfolio insights
Monitor stock performance with Ziggma score.
Monitor portfolio company KPIs
Own companies that get better over time
For companies to become more valuable, you need them to grow. As an investor, would want to make sure that your portfolio companies grow revenue and profit.
The Fundamental KPI tracker helps you track your stocks’ most important KPIs over time. Make sure your stocks are in the green.
FAQ
Why is it important to use portfolio analysis tools?
Ziggma assesses and manages your investment portfolios. The more accounts and holdings you own, the harder it gets to maintain a good understanding of your investments. The insights of a portfolio analysis tool are very important for any type of investor. They allow you to make informed investment decisions. For long-term investing success, it is crucial that you make decisions that align with your investment goals and risk tolerance.
What are the benefits of a portfolio analysis tool?
Identifying underperforming assets and diversification opportunities is what Ziggma helps you with. Thanks to these insights, investors can optimize their portfolio composition. It also provides real-time monitoring and analysis, which is essential in responding to volatile market conditions effectively. By facilitating the strategic approach to investing, a portfolio analysis tool enhances the potential for higher returns while managing risk.
Which are the most important insights of a portfolio analysis tool?
To make the right decisions, an investor relies on valuable insights. For starters, an investor must monitor portfolio performance. In addition, it is crucial to check portfolio quality. Income investors will want to keep an eye on the evolution of their portfolio yield and divided income. The integration of a dividend tracker into the portfolio analysis tool can be very helpful. Finally, portfolio risk measurement is a crucial part of portfolio analytics.