Ziggma Plans & Pricing.

Every paid Ziggma plan comes with a 7-day free trial. You get full access to all features on your chosen plan from day one. No charge is made during the trial period. You can cancel at any time before the trial ends and you will not be billed.

Yes. You can cancel your Ziggma subscription at any time. Your account remains active until the end of your current billing period. No partial refunds are issued for unused time, but you will not be charged again after cancellation.

Ziggma's portfolio tracker gives you a real-time view of all your holdings in one place. It tracks performance, allocation, risk, and dividend income across every account you link. Smart Alerts notify you when something worth acting on changes. The result is more visibility, less manual work, and better-informed decisions over time.

Account aggregation connects all your brokerage and retirement accounts into a single Ziggma dashboard. You see your complete financial picture — not just one account at a time. Here is what that unlocks:

1. One consolidated view of all your brokerage, IRA, and 401(k) accounts.
2. Portfolio-wide allocation, risk, and quality metrics — not siloed by account.
3. Intraday value and performance tracking across your combined portfolio.
4. A unified transaction history across every linked account.
5. X-ray look-through on mutual funds and ETFs to see underlying holdings.

Ziggma's Portfolio Checkup reveals what is actually driving your results. It surfaces overconcentration, underperformers, hidden risks, and strengths like dividend growth or sector balance. Each insight is tied to a specific metric — diversification, quality, income, risk, or impact. This makes it easy to spot what to fix and why.

The Ziggma Stock Score is a 0–100 quality rating built entirely on fundamental data. It analyzes dozens of indicators across growth, valuation, profitability, and financial strength. Stocks are ranked against industry peers — not the broad market. Portfolios with an average Ziggma Stock Score above 75 have historically outperformed lower-quality portfolios and the broader market.

Ziggma's dividend tracker projects upcoming income payments across all your holdings. You can see expected payout dates and amounts, track dividend growth over time, and identify concentration risk — for example, heavy reliance on a single dividend payer. The result is more reliable income planning and a clearer path to building long-term wealth through dividends.

Ziggma's screener lets you filter stocks and ETFs using intuitive sliding scales rather than rigid yes/no criteria. You can fine-tune ranges for metrics like P/E ratio, dividend yield, Ziggma Stock Score, or impact rating. This dynamic approach is faster and more flexible than traditional screeners. It is designed to surface investments that match your specific strategy, not a generic template.

The Ziggma Top 50 is a curated shortlist of high-quality stocks updated daily. It selects the five highest-ranked stocks — by Ziggma Stock Score — across each of the ten industries with the strongest revenue growth. That gives you 50 names with both quality and growth momentum. It is a practical starting point for finding stocks with real value-creation potential.

Model portfolios are curated investment ideas across a range of strategies — growth, value, dividend, and impact investing. They are designed to give you a concrete starting point, not just abstract advice.

Guru portfolios track the top holdings of the world's most successful long-term investors. Investors like Warren Buffett and other concentrated value managers focus on durable business models and strong competitive advantages. Seeing what they own — and why — can sharpen your own investment thinking.

Ziggma's Smart Alerts notify you when something meaningful changes in your portfolio. You set the triggers — a valuation shift, a dividend cut, an allocation drift past your target. Alerts are tailored to what you actually care about, not a generic news feed. This means fewer distractions and faster action when it counts.

The Ziggma Portfolio Optimizer analyzes your current holdings and suggests concrete adjustments to improve diversification and the risk/return balance. It runs in one click. It shows you not just where your portfolio stands, but what to change and how. The goal is a more efficient portfolio that works harder for your long-term objectives.

Yes. Ziggma never sees, processes, or stores your login credentials. Account linking is handled by Plaid and Snaptrade — the two leading financial data aggregators. For brokers like Fidelity, Charles Schwab, Robinhood, Webull, and Vanguard, connections use OAuth — an industry-standard protocol that removes credential sharing entirely. Multi-factor authentication adds a further layer of protection.

Ziggma treats your holdings data as sensitive personal data. Multiple layers of protection are in place, including encryption and de-personalization. Your login credentials are never shared with Ziggma — that process is handled entirely by Plaid and Snaptrade. OAuth connections, available for Robinhood, Charles Schwab, and many other major institutions, eliminate credential sharing at the protocol level.

For a full breakdown, visit Ziggma's secure portfolio tracking page.

Ziggma guarantees a full refund if your linked account holdings data is incorrect after connecting your investment account. Holdings and transaction data is sourced from third-party providers Plaid and Snaptrade. Ziggma works directly with these providers to continuously improve data accuracy. If you experience a data issue, contact Ziggma support to initiate a refund request.

US-based customers are not subject to value-added tax. If you are located outside the United States, VAT may apply depending on your country. Any applicable VAT is added to the subscription price at checkout, so you will see the final amount before confirming your purchase.

Ziggma is designed to deliver value within minutes of signing up. The Ziggma FAQ page covers the most common setup questions. After you register, you will receive a short email series walking you through the platform's most powerful features — from Portfolio Checkup to the Ziggma Stock Score and Impact X-Ray.