Portfolio Optimizer

Make your portfolio better with every trade.

Considering a stock or ETF? Simulate the trade to see its projected effect on diversification, quality, risk, income and impact, all in one view.

Start optimizing →Watch the demo ↗

Portfolio Optimizer is included in paid plans · Trades are placed with your broker

Five dimensions. One simulation.

Every trade you simulate is scored on five portfolio dimensions. Four of them come with ranked alternatives, so you can find a better trade before you place one.

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Diversification
Minimize concentration risk

See your top holding's weight after the trade.

Next stepView your portfolio split by holding
☆
Portfolio Quality
Add strength to your portfolio

See how the trade moves your portfolio's Ziggma Stock Score.

High-Scoring PeersRanked by Ziggma Stock Score
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Portfolio Impact
Increase your positive impact

See how the trade moves your portfolio's Impact Score.

High-Impact PeersRanked by Impact Score
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Risk
Lower your portfolio risk

See how the trade changes your portfolio beta.

Low-Risk IdeasRanked by beta, lowest first
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Portfolio Yield
Optimize your portfolio income

See how the trade changes your dividend yield.

High-Yield IdeasRanked by dividend yield

How Ziggma compares

Most tools tell you what you own. Ziggma tells you what a trade will do to your portfolio before you place it.

Ziggma Typical Broker Spreadsheet
Pre-trade portfolio impact simulation ✓ ✗ ✗
5-dimension impact view per trade ✓ ✗ ✗
Fundamentals-based stock quality scoring ✓ Partial ✗
High-scoring peer suggestions ✓ ✗ ✗
Impact and sustainability scoring ✓ ✗ ✗
Works across multiple brokerage accounts ✓ ✗ Manual
Brokerage-independent analysis ✓ ✗ ✓

Test your next trade before you place it.7-day free trial · Cancel anytime.

Try the Portfolio Optimizer →

From trade idea to confident decision in minutes

The Portfolio Optimizer gives you a structured process for every investment move.

Step 1
Connect your accounts

Link your brokerage and retirement accounts. Ziggma aggregates your full portfolio into a single view, including accounts held at different brokers.

Step 2
Enter a trade to simulate

Choose Buy or Sell, search for any stock or ETF, and enter a price and quantity. The optimizer instantly shows the projected impact across all five dimensions: return quality, risk, diversification, income and impact. See how to read each one before placing the trade.

Step 3
Explore smarter alternatives

Not sure you've found the best trade? Use High-Scoring Peers, High-Impact Peers, Low-Risk Ideas, or High-Yield Ideas to discover better alternatives, each ranked by the metric it improves.

Step 4
Execute through your broker

Once you're confident the trade improves your portfolio, execute it through your existing broker. Ziggma is brokerage-independent. It gives you the analysis, and you place the trade.

Works with your existing accounts

Connect your brokerage and retirement accounts. The Portfolio Optimizer works across your full consolidated portfolio. No switching required.

+ many more

Frequently asked questions

Everything you need to know about Ziggma's Portfolio Optimizer.

A portfolio optimizer is a tool that helps investors evaluate how a potential trade would change their portfolio's structure before they execute it. Learn how to optimize your portfolio by simulating any buy or sell across five dimensions (diversification, quality, impact, risk and yield), so you can invest with more clarity and less guesswork.
Most brokers show you the impact of a trade after you've already placed it, in the form of a trade confirmation. Ziggma shows you the full projected impact before you commit. That's a fundamental difference for anyone serious about portfolio quality and long-term performance.
When you run a simulation, Ziggma can surface alternative stocks that score higher on the Ziggma Stock Score than the position you're evaluating. These are fundamentally stronger alternatives in the same general category. They give you a starting point to find a better trade, not just validate the one you already had in mind.
Yes. You can simulate buying or selling both individual stocks and ETFs. The optimizer will show the projected impact on all five portfolio dimensions regardless of the security type.
Yes. Ziggma aggregates your holdings across all connected brokerage and retirement accounts into a single consolidated portfolio view. The optimizer runs against your complete picture, not just one account in isolation. See how to track investments across multiple accounts.
The Ziggma Stock Score is a fundamentals-based quality score that evaluates every stock on a 0–100 scale across profitability, revenue growth, balance sheet health, and valuation. It powers the optimizer's quality dimension and the High-Scoring Peers list, giving you a consistent standard to evaluate any position.
The Impact Score rates each company from 0 to 100 on the real-world effects of what it does. It combines four sub-scores: Climate Action, Resource Use, Fair Labor and Accountability. Scores fall into five bands, from Harmful (0–19) to Profound (80–100). Unlike an ESG rating, the Impact Score measures the company's effect on the world, not the world's risk to the company. When you simulate a trade, the Portfolio Optimizer shows whether the new position would raise or lower your portfolio's Impact Score. High-Impact Peers then lists alternatives ranked by Impact Score. You can also explore how to reduce the climate impact of your portfolio.
No. Ziggma is brokerage-independent and does not execute trades. The optimizer gives you the analysis and simulated outcome. You place the trade through your own broker whenever you're ready. Learn how Ziggma connects to your accounts securely.
Portfolio tracking tells you what you own and how it's performing. Portfolio optimization helps you improve what you own by simulating trades, identifying weaknesses, and finding better alternatives. Ziggma offers both, with the optimizer building directly on top of your tracked positions. Not sure where to start? Run a Portfolio Checkup first to get a full picture of where your portfolio stands today.
The Portfolio Optimizer is available on Ziggma's paid plans. A free tier is available for core portfolio tracking and basic analysis. See the full Ziggma pricing page for details on what's included at each plan level.