Questions & Answers

Making investing easy – built by finance professionals

Our mission is to make investing easy by providing innovative portfolio management tools and institutional-grade financial research data including proprietary stock ratings. We believe that investing should not be complex and cumbersome. Well-designed tools and user interfaces can make investing a pleasant experience. After all, everyone should participate in the value creation of the many companies out there creating value for their shareholders with superior products and services. In 2019, being fed up with the lack of portfolio management tools provided by our banks and brokers, we decided to take matters into our own hands.

01.

Getting started

How do I get started

You can get started in just a matter of seconds by signing up via Google or Facebook. Alternatively, create an account with your email adress and password. It hardly takes any longer. Once this is done, there are essentially three possibilities to kick off the Ziggma experience:

1. Import your portfolio from your brokerage account by simply clicking on “Link Your Portfolio”. The fully secure connection to your account is enabled by Plaid, the leading account data aggregator in the US. For the avoidance of doubt, note that Ziggma will not know or handle your account number or password at any given point in time. This information is safely stored by Plaid.

2. Create a portfolio. For example, by using our lightning-fast stock screener. Or, get started from one of our many Model Portfolios.

3. Import a watchlist or virtual portfolio from Yahoo Finance (no formatting necessary).

What is FAQ?

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Services Info

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03.

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