Ziggma
ziggma.com
Portfolio tracker for long-term stock and ETF investors that scores holdings 0 to 100, checks portfolio risk and tests trades in an optimizer first.
What it is
Ziggma combines a portfolio tracker with scoring and analysis tools for buy-and-hold investors. It can pull together brokerage, IRA and 401(k) holdings, and it rates more than 30,000 investments. Each stock gets a Ziggma Stock Score from 0 to 100 built on four pillars, and an Impact X-Ray shows the environmental and social footprint of what you own, with screens for fossil-free, climate, water and renewable-energy themes.
The free plan is a real starting point: a portfolio tracker, three virtual portfolios, portfolio insights, a dividend tracker and the stock and ETF screener. What it does not include is linking a real brokerage account; that starts with Starter, which also unlocks stock scores, the Portfolio Checkup, Impact X-Ray, curated screens and ad-free use.
The higher plans are mostly about scale and planning tools. Investor adds the Portfolio Optimizer, which lets you test how a trade would change your portfolio's risk and return before you make it, plus smart alerts, model portfolios and up to five linked accounts. Expert raises the account limit and allows unlimited virtual portfolios. Paid plans have a 7-day free trial, and yearly billing saves 30%.
Ziggma is analysis, not trading: it does not place orders, and its scores focus on fundamentals rather than short-term price action.
Key features
- Portfolio tracker
- Combines holdings from brokerage, IRA and 401(k) accounts; linking real accounts starts on the Starter plan.
- Ziggma Stock Score
- Rates each stock from 0 to 100 across four pillars; available from Starter.
- Portfolio Checkup
- A quick review that flags concentration and other hidden risks in a portfolio.
- Portfolio Optimizer
- Simulates a planned trade to show how it would change the portfolio before you execute it; Investor and Expert plans.
- Stock and ETF screener
- Filters by scores, fundamentals and impact metrics such as climate, fossil-free, water and renewable energy.
- Impact X-Ray
- Shows the environmental and social impact of your holdings and where fund money goes.
- Dividend tracker
- Tracks dividend income from your holdings, on every plan including Free.
Pricing
| Plan | Price | What you get |
|---|---|---|
| Free | $0 | Portfolio tracker, 3 virtual portfolios, insights, dividend tracker, screener; no linked accounts |
| Starter | $9.99/mo or $6.99/mo billed yearly | 1 linked account, 5 virtual portfolios, stock scores, Portfolio Checkup, Impact X-Ray, curated screens, ad-free |
| Investor | $14.99/mo or $10.49/mo billed yearly | 5 linked accounts, 10 virtual portfolios, Portfolio Optimizer, smart alerts, model portfolios |
| Expert | $19.99/mo or $13.99/mo billed yearly | More than 5 linked accounts and unlimited virtual portfolios |
All paid plans have a 7-day free trial and can be cancelled at any time. Yearly billing saves 30%.
Free option: A portfolio tracker with three virtual (manually entered) portfolios, portfolio insights, a dividend tracker, the stock and ETF screener and a newsletter; linking a brokerage account needs a paid plan.
Checked September 25, 2026 on ziggma.com. Prices change; confirm on the provider's site before you subscribe.
Strengths
- Low prices, with a usable free plan
- The optimizer tests a trade's effect on the whole portfolio before you make it
- Impact and climate screening alongside financial scores
- Links to a wide range of brokers, including Robinhood, Fidelity, Vanguard, Schwab and Interactive Brokers
Limitations
- Linking a real brokerage account is not possible on the free plan
- Starter links only one account; five linked accounts require Investor
- The Portfolio Optimizer and alerts are only on Investor and Expert
- Aimed at stocks and ETFs; it is not built for options or active trading
Good fit for
- Long-term stock and ETF investors reviewing diversification
- Dividend investors tracking income
- Investors who screen for environmental or social impact
Look elsewhere if
- Active traders and options traders
- Investors who need a full net-worth tracker covering property and debt
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Ziggma questions
Is Ziggma free?
Yes, there is a free plan with a portfolio tracker, three virtual portfolios, dividend tracking and the screener. Linking a brokerage account starts on Starter at $9.99 a month or $6.99 a month billed yearly.
What does the Ziggma Portfolio Optimizer do?
It lets you try a trade and see how it would change your portfolio before placing it. It is included in the Investor and Expert plans.
How many accounts can I link to Ziggma?
One on Starter, five on Investor and more than five on Expert. The free plan uses virtual portfolios only.
Does Ziggma have a free trial?
Yes, every paid plan has a 7-day free trial.
Written from Ziggma's own website and documentation. All Trading Tools lists and compares tools; it does not recommend trades or give financial advice. Sources: ziggma.com, ziggma.com/pricing.