Ziggma Assessment: Funding Portfolio Monitoring

Some of the necessary stuff you’ll have to do as an investor is to maintain monitor of your portfolio. Sometimes, you’ll wish to regulate your asset allocation or diversify into new belongings.

Ziggma is a portfolio evaluation instrument that permits you to see every part in a single place. It integrates with a lot of completely different monetary establishments and permits you to analysis shares, monitor dividends, and optimize your portfolio. 

This Ziggma assessment covers every part that you must learn 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 objective 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 convey years of expertise in funding banking and information 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 information, permitting traders to guage an organization’s environmental impression. 

Ziggma presents 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 corporations reminiscent of Charles Schwab and Constancy, in addition to funding apps like Robinhood. This lets you see the efficiency of your 401(okay), IRA, brokerage account, and crypto pockets, multi function place.

Inventory Analysis

Ziggma has a proprietary instrument that can assist you do basic inventory evaluation quicker. It additionally features a screener that permits you to set filters to seek out shares and exchange-traded funds (ETFs). In addition they publish the High 50 Inventory Checklist which is a brief record of excessive performing shares.

Dividend Monitoring

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

As somebody who loves dividend progress investing, it is a nice function.

Portfolio Optimization

Ziggma presents a portfolio simulator so you may check completely different situations. You may consider diversification, threat, and yield earlier than commiting to a commerce. The platform permits you to set custom-made Sensible Alerts as properly so you may see when a particular worth goal is met.

Environmental Issues

For traders who wish to be extra intentional with their investments, Ziggma makes it simple to seek out firms which might be aligned with necessary social and environmental priorities. You may set alerts to trace firms making necessary selections and analyze environmentally-minded firms inside your portfolio.

Ziggma presents each free and premium choices. The brand new premium choices embrace:

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

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

Whereas Ziggma presents a free account possibility, it’s restricted. You may monitor your dividends and display screen for shares and ETFs however you may’t hyperlink any funding accounts to the dashboard. The free model additionally comes with advertisements.

Ziggma presents a 7-day free trial to discover the premium choices first to see if it’s the precise portfolio administration instrument for you.

Ziggma has plenty of supply self-directed traders, however it’s not the one portfolio evaluation platform out there. Earlier than signing up for Ziggma, examine its options with some alternate options, reminiscent of the next: 

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

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

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

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

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

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

You may contact Ziggma by way of e-mail at [email protected]. You can even message them X, Fb, or Instagram.

Buyer Service

Ziggma has 4.7 stars from 18 buyer evaluations on G2, a preferred software program market. It doesn’t have a cell app on the App Retailer or Google Play. Present customers report buyer assist is sluggish and solely responses by way of e-mail.

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

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