Ziggma is a comprehensive investment management and stock analysis website that empowers self-directed investors to manage their investment portfolios more effectively through innovative portfolio management tools, stock screeners and algorithm-powered big data stock research.
This Ziggma review explains all features in detail, provides insights on how to use the tool and tells how to unlock a discount to use the platform literally for free.
About Ziggma
Ziggma was founded in 2019 by a team of seasoned financial analysts and software engineers led by Ulrich Ebensperger. The Ziggma platform was launched in March 2021. The name reflects the Greek letter sigma that is often used to represent the notion of portfolio risk in investing.
The team’s objective is to empower investors in two ways. First, to help investors understand their investment portfolios better and to make optimal decisions when carrying out trades. Many investors fail to keep up with their portfolios over time, which constitutes the number one cause for underperformance. To solve this problem, Ziggma has developed a suite of first of its kind portfolio tracking and optimization features that can be applied both to investment accounts linked to Ziggma and virtual portfolios.
The second primary objective is to provide its users with high-quality quantitative stock research at an affordable price. After investing over two years in research and development, Ziggma delivers quantitative, fundamental stock research based on a robust methodology that is on par with what you will find in the world of institutional finance. By developing this offering, the Ziggma team’s goal was to build a best-in-class stock research product with the quality of its methodology and engineering being a key differentiating factor.
Features
Portfolio Monitoring
The Ziggma portfolio dashboard has been specifically designed to help investors track their portfolios better. Situated on the main portfolio Overview page, it sums up the most important portfolio parameters in one single view, namely performance, risk, portfolio yield, portfolio quality, ESG scores, and other important characteristics such as aggregate profitability and growth. In addition, tooltip-enabled charts visualize the evolution of these metrics over time so that ziggma users can identify trends in portfolio risk or portfolio quality, for instance.
In addition, Ziggma has put in place an advanced alert system, called smart alerts, that lets users, for example, set limits on single stock or industry exposure. Thanks to this feature, Ziggma users no longer have to monitor portfolio diversification because Ziggma does it for them.
By partnering with the industry leader in account aggregation, Plaid, Ziggma users can link portfolios from virtually any US broker or bank to Ziggma. For users that link several accounts, Ziggma provides an aggregate view.
Stock and ETF Screening
Ziggma’s screener was specifically designed for a best-in-class user experience. Search parameters are set on sliding scales rather than through manual entry. Ziggma’s screener is concise, rather than overloaded with metrics that nobody ever uses and only leads to seemingly bottomless dropdown menus. Search results are updated continuously as search parameters are set, providing for a highly effective screening process.
Premium users benefit from the integration of the Ziggma Stock Score into the screener. They can, for example, search for companies with a growth score greater than 90 and thus skip setting specific growth parameters altogether. They also benefit from screens that were pre-configured by Ziggma’s analyst team, such as:
- Ultra-profitable tech stocks
- Best in real estate
- Growing high yielders
- Best of NASDAQ 100
- High growth small caps
- Top growth and momentum
Stock Profiles
Ziggma did not aim to reinvent company profile pages. However, as with the screener, the underlying objective is to cut through the noise to make stock research more efficient. This starts with a convenient strengths and weaknesses overview, the kind you would find in research reports issued by big investment banks. Financial KPIs are sorted into four categories:
- Growth,
- Value,
- Profitability and
- Financial position.
Contrary to most other stock research platforms, all of this data is free. Another convenient tool to progress swiftly when researching a stock consists of the Peer Comparison feature that pits the stock you are currently looking at against its largest competitors on a series of pre-configured KPIs. As one of very few stock research platforms, Ziggma provides industry-specific KPIs for certain industries, such as banking, insurance and REITs. For example, check out JPM, and you will find net interest income, provisions for credit losses, loans held for sale and many other bank specific figures.
Proprietary Quantitative Stock Research
Ziggma creates a great deal of value for its users by scoring stocks’ attractiveness relative to industry peers based on thousands of KPI (key performance indicators) data points. Ziggma moves the odds in their users’ favor because it enables them to easily focus on high-scoring stocks while staying away from stocks with a poor Ziggma Score.
Beyond making better investment decisions, the Ziggma Stock Scores help investors save time.
For linked investment accounts and virtual portfolios, investors immediately see their holdings’ stock scores under Portfolio Overview, thereby facilitating the monitoring of portfolio quality. They identify less attractive stocks in the blink of an eye. Better alternatives are easy to find by looking at a stock’s Ziggma Stock Scorecard.
Ziggma Pricing
Ziggma is keeping it simple with a free plan and a Premium plan.
Free Plan: The free plan packs a lot of useful features, such as portfolio analytics, the stock and ETF screener, investment account synchronization, stock profile pages with both quarterly and annual data, the stock comparison tool or a dividend schedule.
Premium Plan: For $9.90/month or $89 on the annual plan, Ziggma users get everything on the free plan plus full access to Ziggma Stock Scores, the portfolio simulation tool, smart alerts, model portfolios, pre-configured search screens and a back-testing feature.
Discount Offer
Ziggma pays attention to user feedback and greatly rewards user feedback. Upon the third login, users are invited to answer a brief questionnaire with no more than 8 questions about their experience. And the end of the survey, you will find a coupon code giving them Premium access at only $1/month for three months.
Provider Checklist
- Launched: 2021
- Company address: 16192 Coastal Highway, Lewes, Delaware 19958
- Free trial: No, but 3 months at $1/month
- Coupons and promo codes: Yes, in exchange for feedback. Occasional email campaigns
- Customer services: Yes, via email and chat
- Similar products: Stockrover, Yahoo Finance
Who is Ziggma Best For
Ziggma is best for investors focusing on the US stock market and ETFs. With an international founder team, global coverage is likely in the cards.
Ziggma’s offering is built for self-directed investors, helping those that are just getting started and those with lots of experience. With innovative features and an intuitive user interface, Ziggma is ideal for investors looking to have everything in one single platform, from portfolio management to stock research.
Getting Started
Getting started with Ziggma is straightforward and intuitive. The principal page is the Portfolio Overview page with its portfolio dashboard and a table displaying key information on all portfolio positions.
Below the holdings table, users will see news on portfolio holdings sorted by holding from largest to smallest. Users that link their bank account get an overview of their latest transactions, dividends, transfers and fees.
Users can navigate through the sidebar navigation or to additional portfolio views from the Portfolio Overview page, such as Diversification or dividend income.
Market
The menu item Market takes the user to a market dashboard providing a comprehensive view of market activity in real-time.
Sidebar Navigation
Illustrated by icons, the sidebar navigation allows you to quickly reach any function, such as the Screener, the Top 50 Stock List, the Portfolio Simulator or the Back-test functionality.
Financial Metrics and Data
Ziggma provides comprehensive coverage for US stocks, ADRs and ETFs.
- Comprehensive information on roughly 4,000 North American stocks
- Coverage of over 3,000 ETFs
- Proprietary stock scores
- Comprehensive and easy to understand stock profiles
- Industry-specific KPIs
- Robust platform and flexible chart functions
- Dividend income calendar
- Web application works on any device.
Analysis
Ziggma’s tools and features cater to a wide range of users extending all the way to highly experienced or even professional investors:
- Investment portfolio analytics
- Innovative portfolio tracking tools
- Portfolio Simulator
- Portfolio Builder
- Real-time portfolio update
- Stock and ETF screener designed for best user experience
- Pre-configured search screens
- Proprietary quantitative stock research
- Real-time stock and ETF prices
- Automatic data update
- Import of yahoo finance portfolios and watchlists
- Stock comparison
- Broker integration for automatically synchronizing portfolios
- Back-testing
- Model investment portfolios
- Ad-free experience
- Support through chat and email
Ziggma Review Conclusion
Ziggma is an innovative tool for fundamental research with excellent features like portfolio management, scoring systems, smart alerts, backtesting and stock screening capabilities. It is easy to navigate through the platform, and everything is arranged in logical order.
The free plan is a great starting point. The Premium Plan for $9.90 per month or $89 per year is a real deal with access to all features and is worth the costs.
Rating: ★★★★★
