A wealth tracker for all your assets.

Take control of your investments for optimal decision-making.

Wealth tracker showing portfolio split by asset type
investment tracker dashboard view

State-of-the-art portfolio analysis

Gain a comprehensive understanding of your investments.

Take advantage of insightful dashboard, which provides in-depth analyses on portfolio quality, yield, or risk, by safely connecting your accounts from more than 20,000 institutions.

Investment income

Income Tracking

The wealth tracker shows you which asset pays you, the timing of the payment, and the amount.

Using the investment tracker to monitor investment income
Monitoring diversification with an investment tracker

Diversify to hedge your bets

Portfolio risk

Minimize portfolio risk

Large setbacks are hard to bounce back from. It is crucial to avoid outsized losses.

Ziggma’s wealth tracker helps you keep a keen eye on your portfolio risk.

Monitoring portfolio risk with an investment tracker

Q&A

Why is it important to monitor my portfolio using a wealth tracker?

There are numerous compelling reasons to actively manage your portfolio by selecting the wealth tracker suited to your needs. When it comes down to it, your ability to make the right decisions depends on you how well you know your portfolio. A wealth tracker is instrumental for this.

The foremost rule for good long-term investing is to distribute risk across a diverse portfolio. You want to avoid overly large positions that could disproportionately impact your total portfolio, if they perform poorly. Similarly, to achieve long-term investing success, you want to monitor portfolio quality, income and risk. A great welath tracker will also let you keep tabs on key business performance indicators for your stock holdings so that you can make sure that you only own companies that are getting better over time.

What are the principal advantages of Ziggma’s wealth tracker?

Ziggma’s wealth tracker benefits private, self-directed investors in several of ways. By giving you best-in-class insights, it puts you in a position to make optimal investment decisions for your existing portfolio. Secondly, it provides you with cutting-edge tools, such as the Portfolio Simulator, that empower you to make your portfolio continually better over time. Finally, our wealth tracker helps you monitor your investments in the most-effective and time-efficient way, for example through Smart Alerts.

Over the long run, a proper portfolio tracking approach will likely improve your long-term investing return.

How do I put Ziggma’s wealth tracker to the best use?

The most effective way to benefit from Ziggma’s wealth tracker is by linking your brokerage and/or retirement accounts. By synching your accounts, you will get a consolidated view of your investments. Linking your account is completely secure. You can find additional information here. Alternatively, you can start by creating watchlists or virtual portfolios. And nothing prevents you from simply using stock research information or Ziggma’s free stock screener.

Depending on how active they are with their investments, we generally advise users to check their portfolio analytics several times per week. Ziggma’s portfolio dashboard is designed in such a way that you can view the most important data points, such as portfolio quality and risk, in the blink of an eye.

Does Ziggma’s wealth tracker help me improve my portfolio?

Markets are constantly changing, and so is your portfolio. Occasionally, the insights gained from Ziggma’s free portfolio tracker may indicate the need for adjustments in your portfolio. This is why the Ziggma platform offers innovative portfolio optimization tools, like the Portfolio Simulator. These tools assist you in making optimal decisions for your portfolio that align with your long-term investment strategy.