Ziggma Evaluate: Funding Portfolio Monitoring

One of the essential belongings you’ll must do as an investor is to maintain observe of your portfolio. On occasion, you’ll need to regulate your asset allocation or diversify into new belongings.

Ziggma is a portfolio evaluation software that permits you to see all the pieces in a single place. It integrates with various completely different monetary establishments and permits you to analysis shares, observe dividends, and optimize your portfolio. 

This Ziggma overview covers all the pieces you might want to find out about utilizing Ziggma to simplify managing your portfolio.

Ziggma is a fintech firm that gives traders with streamlined portfolio administration and analytics instruments. The platform’s aim is to supply a wide range of options like inventory analysis and dividend monitoring, making it simpler for traders to guage and handle long-term investments.

The corporate was based in 2019 and is headquartered in Lewes, Delaware. Its founders carry years of expertise in funding banking and knowledge evaluation. Combining motion with perception, they create instruments for customers to successfully construct and handle their funding portfolios.

Other than serving to traders make well-informed selections about their portfolios, the corporate additionally helps them turn into acutely aware traders. Ziggma features a scoring metric alongside an organization’s monetary knowledge, permitting traders to guage an organization’s environmental affect. 

Ziggma provides a number of completely different options to make it simpler so that you can handle your portfolio and construct wealth.

Portfolio Monitoring and Analytics

Ziggma brings completely different funding accounts collectively in a single dashboard. Utilizing Plaid, Ziggma integrates with established brokerage companies comparable to Charles Schwab and Constancy, in addition to funding apps like Robinhood. This lets you see the efficiency of your 401(ok), IRA, brokerage account, and crypto pockets, multi functional place.

Inventory Analysis

Ziggma has a proprietary software that can assist you do elementary inventory evaluation sooner. It additionally features a screener that permits you to set filters to seek out shares and exchange-traded funds (ETFs). Additionally they publish the Prime 50 Inventory Record which is a brief listing of excessive performing shares.

Dividend Monitoring

The platform comes with a dividend monitoring software that permits you to see your mixed earnings throughout a number of several types of accounts. This contains monitoring particular person shares like Coca-Cola, bonds, or Actual Property Earnings Trusts (REITs).

As somebody who loves dividend development investing, this can be a nice characteristic.

Portfolio Optimization

Ziggma provides a portfolio simulator so you possibly can take a look at completely different situations. You possibly can consider diversification, threat, and yield earlier than commiting to a commerce. The platform permits you to set personalized Good Alerts as effectively so you possibly can see when a selected value goal is met.

Environmental Concerns

For traders who need to be extra intentional with their investments, Ziggma makes it straightforward to seek out firms which are aligned with essential social and environmental priorities. You possibly can set alerts to trace firms making essential selections and analyze environmentally-minded firms inside your portfolio.

Ziggma provides each free and premium choices. The brand new premium choices embody:

• Starter: $6.99/month
• Investor: $10.49/month
• Professional: $13.99/month

The plans vary within the variety of linked accounts you possibly can add, entry to Ziggma’s proprietary scoring system, and superior instruments like portfolio simulator.

Whereas Ziggma provides a free account choice, it’s restricted. You possibly can observe your dividends and display for shares and ETFs however you possibly can’t hyperlink any funding accounts to the dashboard. The free model additionally comes with advertisements.

Ziggma provides a 7-day free trial to discover the premium choices first to see if it’s the proper portfolio administration software for you.

Ziggma has loads of provide self-directed traders, but it surely’s not the one portfolio evaluation platform accessible. Earlier than signing up for Ziggma, examine its options with some options, comparable to the next: 

Empower, previously Private Capital, is a monetary administration app that permits you to see your complete monetary image, not simply your investments. It is free to make use of and features a well-liked web price tracker. It additionally has some restricted budgeting options. It lacks the in-depth funding analysis instruments of Ziggma, however in contrast to Ziggma, it provides fee-based funding advisory companies for portfolios over $100,000.  

Portfolio Visualizer is much like Ziggma in that its a portfolio evaluation software. Whereas it does not have the funding administration companies of Empower, it provides in-depth options, together with backtesting, asset class evaluation, portfolio optimization, Monte Carlo simultations, retirement planning, and extra. Sadly, the one option to save and observe your portfolio is with the paid model of the software program. 

To open an account, click on the Signal Up button or Begin Free At this time. A brand new display will pop up and you may both log in via Google or create a customized username and password.

As soon as your account is about up, you could have the choice to hyperlink your present funding accounts to your Ziggma dashboard utilizing Plaid. You can even take a look at out Ziggma’s premium options together with the portfolio simulator and superior inventory scores.

After the trial ends, you possibly can both arrange a premium subscription or downgrade to a free account.

Ziggma commits to defending person privateness and knowledge. Integrations with different monetary establishments are managed via Plaid and OAuth. Ziggma can learn data from monetary establishments but it surely gained’t make unauthorized adjustments to your account. The corporate makes use of encryption to additional shield person knowledge.

You possibly can contact Ziggma through e-mail at [email protected]. You can even message them X, Fb, or Instagram.

Buyer Service

Ziggma has 4.7 stars from 18 buyer opinions on G2, a well-liked software program market. It doesn’t have a cell app on the App Retailer or Google Play. Present customers report buyer help is gradual and solely responses through e-mail.

Ziggma is an reasonably priced portfolio evaluation platform that may allow you to observe and optimize your investments. Having a consolidated view of all your completely different accounts can assist you make knowledgeable selections whereas entry to Ziggma’s portfolio simulator and proprietary scoring algorithm can assist you select new shares to diversify your portfolio. Whereas Ziggma might enchantment to some traders, it lacks a few of the superior technique testing and screening options that lively merchants might want. 

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