Portfolio Simulation

Portfolio Simulation

  • Create an optimal investment portfolio that will generate attractive risk-adjusted returns
  • Simulate a transaction’s impact on portfolio risk and diversification
  • Simulate a trade to assert that it will make your portfolio better

Get Started For Free

We understand that building an optimal portfolio can be a challenging task.

But it just got a lot easier thanks to the Ziggma Stock Portfolio Simulator.

Start optimizing your portfolio now.

Ziggma’s Stock Portfolio Simulator Is a Powerful Tool

When making a trade or new investment, do you have a good picture of what the portfolio will look like afterwards? What will the new portfolio split look like? What about portfolio risk? Weighted average yield? Without a proper tool it is cumbersome to compute these portfolio parameters. Yet it is crucial to do it. The pros do it. Why shouldn’t you? With the Ziggma Portfolio Simulator we give you an easy to use tool to simulate the impacts of trades on your portfolio.

Employ the Ziggma Simulator extensively for a clear picture of your key portfolio parameters. It helps you to assert that a trade will make your portfolio better.

  • Weight: Largest portfolio position
  • Weight: Largest sector exposure
  • Portfolio risk
  • Weighted average yield
  • Weighted average return on equity
  • Weighted average growth rate
investment portfolio simulator

Keep in mind: Always run a portfolio simulation
when contemplating to make a trade.

How to Make the Best Use of the Ziggma Portfolio Simulator

1. Link Your Investment Portfolio to Ziggma

Securely link your brokerage account, IRA or Roth IRA in a matter of seconds to simulate changes to your actual investment portfolio. Enter a stock that you have had on your watchlist for a while and see the impact its addition would have on your portfolio. We can guarantee you that by doing this you will learn a lot about your investment portfolio.

2. Calibrate and Optimize

Do not hesitate to calibrate the size of a trade to get the perfect fit for your portfolio. Make sure that the trade improves your portfolio by looking at aggregate key performance indicators, such as ROE, revenue or eps growth. Unless you make a conviction (value) trade, use the Portfolio Simulator to assert that revenue growth, eps growth and profitability are enhanced at the aggregate portfolio level.

3. Apply to Model Investment Portfolios

On Ziggma you can find a variety of model investment portfolios. There are two types: Portfolios made up of Star Investors’ biggest Holdings and our own model investment portfolios, which reflect a variety of investment strategies and approaches. Many users like to take these model portfolios as starting points to create their own portfolios. Why not start with Dan Loeb’s, Warren Buffet’s or Elliott Singer’s top picks?

Use the Portfolio Simulator to go from there to create your own optimal portfolio.

4. Back-Testing

Those investors that want to go a step further have the possibility to back-test a portfolio once it has been constructed. Doing so allows you to test the success of specific strategies, retrospectively. The back-testing functionality is very easy to use and can be accessed conveniently from the left hand menu bar.

Try the Portfolio Simulator today and start building the perfect portfolio.

Our portfolio simulator has been specifically designed to facilitate portfolio construction and optimization. It is just one of many tools on Ziggma that will help you invest better and with more confidence.

Try Ziggma now

Frequently Asked Questions

What is the investment portfolio simulator?

The investment portfolio simulator is an easy-to-use tool that enables you to simulate the impact of a contemplated transaction on your portfolio. This is standard practice in the institutional world. When making a new investment, institutional investors first analyze how this new investment will fit into the portfolio. How will the investment portfolio split be affected? Will the maximum exposure limits be respected? How does the investment’s risk profile compare to that of the portfolio? Is the growth and profitability profile in line with the portfolio’s? These are all important questions for proper strategic portfolio management. If institutional investors do this, so should individual investors. 

However, up until now individual investors lacked the tool set available to institutional investors. This is no longer true. The Ziggma stock market website offers a comprehensive investment portfolio simulation tool enabling you to evaluate and calibrate a transaction’s impact on portfolio split, risk and various portfolio-level key performance indicators.

The advantage of simulating the impact of a trade before actually carrying it out is substantial. We do not know of any broker that will provide you with a portfolio simulation tool to use before executing a trade. So you will not know what your portfolio will look like until you have executed the trade. And even then, do you really get a good picture of your portfolio from your broker?

The main advantage of the investment portfolio simulator lies in portfolio management coherency. It will help you make investment decisions that are coherent with your investment philosophy. It provides you with a last check whether the new investment fits into your portfolio. For example, you already own a lot of tech stocks. Then you discover yet another great tech stock in Ziggma’s best free stock screener tool or as you compare stocks. The stock portfolio simulator will then enable you to evaluate whether you have room for another tech stock or whether adding it will make your portfolio too overweight in tech stocks. 

Beyond this reality check, the stock portfolio simulator lets you calibrate the investment in relation to your portfolio. Add or reduce a few shares, then simulate until you are completely satisfied with your portfolio.

Using Ziggma’s investment portfolio simulator is very easy. You can get to the tool in a variety of ways. One way is by selecting it directly in the menu bar. It will open the stock or ETF portfolio simulator (it works for both stocks and ETFs). Then enter the security you have in mind for adding to your portfolio. The price field will then show the most recently available price, which you can edit if you wish. The second entry you have to make is for the number of shares you would like to add. Then hit Simulate. 

You can also get to the investment portfolio simulator from our free stock screener by clicking on the orange-colored + button and selecting a virtual portfolio to add the stock to. The ensuing window allows you to add the stock (or ETF) to the portfolio or run the simulation for that matter. You can also get to the investment portfolio simulator from the company profile page of any stock or ETF by clicking on the orange colored plus button.