# Ziggma Reviews **Vendor:** Ensas Consulting **Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 18 ## About Ziggma Ziggma is an independent portfolio management and investment research platform built for self-directed investors who want stronger returns, clearer insights, and better alignment with their values. Investors can securely link or upload their portfolios, consolidate multiple accounts, and instantly analyze portfolio quality, diversification, concentration risk, income, and impact exposure. Ziggma helps investors understand what they own, where risks are building, and which holdings may be strengthening or weakening long-term performance. Powered by proprietary fundamental stock research, the Ziggma Stock Score, portfolio analytics, smart alerts, and impact data, Ziggma gives investors the tools to manage their entire investment picture from one platform - without broker conflicts, trading incentives, or product pushing. ## Ziggma Reviews ### 1. A useful online portfolio tracker that performs well **Rating:** 4.0/5.0 stars **Reviewed by:** Joe L. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2023 **What do you like best about Ziggma?** The fact that I can view positions in multiple accounts as though they were part of a single portfolio helps me stay on top of my overall allocation. The dividend analysis tool is great for income investments (and a unique feature from what I have seen). There are many ratings and performance metrics available on the specialized UI tabs, too. The support team has been very responsive to the few bugs I've run across... one was fixed by the next day. **What do you dislike about Ziggma?** I would like to be able to define my own views (ie: collections of data columns). It would be helpful if segments in the asset allocation pie charts, when clicked, would display a popup of the largest positions in that category (in order to aid in making reallocation decisions). **What problems is Ziggma solving and how is that benefiting you?** Each day I sort my entire portfolio (multiple accounts) by a number of different data categories to quickly detect when something changes that might require further analysis. Many of the online tools out there don't easily support that sort of analysis and the offline tools that do are too expensive. ### 2. Great for tracking multiple investment portfolios **Rating:** 4.5/5.0 stars **Reviewed by:** Fitore K. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2024 **What do you like best about Ziggma?** It makes portfolio tracking much more convenient than my traditional broker. **What do you dislike about Ziggma?** Customer support is a bit slow, they respond by email though. **What problems is Ziggma solving and how is that benefiting you?** It saves me a great deal of time trying to stay on top of my portfolio. ### 3. Ziggma is an excellent tool for monitoring multiple investment portfolios in one single view **Rating:** 5.0/5.0 stars **Reviewed by:** Chloe B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2024 **What do you like best about Ziggma?** Ziggma helps me understand my investment portfolio better and track it in real-time. It's just way more user friendly than any other tool I tried before **What do you dislike about Ziggma?** A minor disadvantage is that it currently covers exclusively the US market **What problems is Ziggma solving and how is that benefiting you?** Ziggma helps me take control of my investment portfolio, without having to pay for a Bloomberg Terminal. They have all the good metrics that I'm tracking ### 4. Ziggma helps me a great deal in tracking all my investments **Rating:** 5.0/5.0 stars **Reviewed by:** Serhii B. | Контент-менеджер (YouTube), Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Ziggma?** Ziggma gives me insights into my investment portfolio that no other platform provides me with. As a consequence, I make better investment decisions. **What do you dislike about Ziggma?** I would like to see more indexes in the screening tool to choose from. **What problems is Ziggma solving and how is that benefiting you?** I find it hard to keep up with my investments over time. Ziggma has great tools that solve this problem for me. ### 5. The best portfolio tracker I have found so far **Rating:** 4.0/5.0 stars **Reviewed by:** Rajat K. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2024 **What do you like best about Ziggma?** I like that the platform has innovative features that enhance my investment experience. **What do you dislike about Ziggma?** The screener can sometimes be a bit slow. **What problems is Ziggma solving and how is that benefiting you?** It lets me see all my accounts in a single consolidated view. ### 6. It's got everything I need for stock portfolio management **Rating:** 4.5/5.0 stars **Reviewed by:** Lisa C. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2024 **What do you like best about Ziggma?** It lets me track my portfolio and carry out stock research in a single platform. The user experience is simple and straightforward **What do you dislike about Ziggma?** I would like more technical charting options in the platform so that I don't have to use other apps in addition to Ziggma **What problems is Ziggma solving and how is that benefiting you?** By combining advanced portfolio tracking and stock research into a single platform I no longer have to juggle between different platforms. ### 7. The Only Tool You Need For Long Term Investing Success **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2024 **What do you like best about Ziggma?** Its a great intuititve wealth builidng app, overall seameless and easy to use aplication. **What do you dislike about Ziggma?** At this point I have not found anything that I dislike about the software. It meets my needs and really has been a great tool to manage my portfolio of investments. **What problems is Ziggma solving and how is that benefiting you?** It's really solving the problem of helping individual investors manage their long term investments in a seamless and well integrated software that accounts for numerous brokerage firms. It is benefitting me because at the tip of my fingertips Ziggma prvides an intuititive experience that allows me to easily manage my portfolio of investments. ### 8. Consolidates all my account so that I finally know my total dividend income **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Capital Markets | Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2024 **What do you like best about Ziggma?** By consolidating my Fidelty, Schwab and Robinhood accounts, I can now track my total dividend income. **What do you dislike about Ziggma?** I would like to get the service on an Android app. **What problems is Ziggma solving and how is that benefiting you?** Aggregating and tracking dividend income across all accounts. ### 9. Ziggma makes the entire investment experience considerably easier. It`s unique and powerful. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2022 **What do you like best about Ziggma?** The portfolio tracking features are extremely helpful to keep track and make better decisions at the portfolio level. **What do you dislike about Ziggma?** I would have liked to see a larger geographic coverage rather than being limited to the US market. **What problems is Ziggma solving and how is that benefiting you?** Portfolio tracking is cumbersome without a tool such as Ziggma. It has helped me make better investment decisions and saved hours trying to stay on top of everything that is happening in my investment portfolio. ### 10. Ziggma: Shows the right path for the financial market **Rating:** 5.0/5.0 stars **Reviewed by:** Patricia L. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2020 **What do you like best about Ziggma?** It has data aggregation and accounting integration. It has features that make it easy to observe market performance with several report options that are customizable. We can check the financial market and customers have their own access to the platform. Accounting is done more quickly and efficiently because it has a real-time view. **What do you dislike about Ziggma?** I have nothing bad to say. Met all needs. **Recommendations to others considering Ziggma:** I recommend it for companies that seek to track their investment easily because Ziggma has features that make life easier for the client and help investors a lot. **What problems is Ziggma solving and how is that benefiting you?** By working with accounting, we were looking for a system that had the best investment opportunities for our clients. With Ziggma we find the best solutions. Data analysis just got easier and faster. We have also saved time with innovative Ziggma monitoring. ### 11. Experience was very positive overall **Rating:** 5.0/5.0 stars **Reviewed by:** Flavia R. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2020 **What do you like best about Ziggma?** What really struck me was how clean and user friendly the entire platform is while covering a lot of ground. Did not take long to get familiarized with all functions/tabs and was able to navigate super easily. Also great color scheme and sleek design. Overall mission and vision are crystal clear to users - Ziggma gives us the tools to intuitively manage our own investment portfolio based on what each individual things is best for them. **What do you dislike about Ziggma?** Pages are a bit long with too much info per page. Would be nice to maybe break it down a bit and have more tabs instead of longer pages with too much content/ text. But even then, the content is clear, to the point, and super easy to understand. **What problems is Ziggma solving and how is that benefiting you?** More intuitive way to invest. Also, portfolio recaps emails are great. Reliability, speed, and performance, ### 12. Finally a great tool to manage my portfolio **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2020 **What do you like best about Ziggma?** What I like best is that it provides a dashboard giving me a full overview of my portfolio risk, position and earning potential. I finally feel like I am in control of my investments. In just one place, I can manage all my investments, it is much clearer! More importantly, I just love the smart alerts, for instance if I do not want a specific ratio (risk, industry weight, geography, sharpe or even beta risk ratio!!) to be too high or too low, Ziggma will just let me know! I do not have to worry about checking every hours of the day or every day. I just set my investment strategy, and Ziggma is just there to make sure my strategy is applied. **What do you dislike about Ziggma?** Not much to be honest. I have tried so many web based tools but none could give me the control of this platform, and it is so much cheaper!!! **Recommendations to others considering Ziggma:** Give it a try, it is easy to use and import portfolios **What problems is Ziggma solving and how is that benefiting you?** The biggest pain point that Ziggma solved: I have controls over all my investment portfolios i.e. I finally have a complete overview of my investments. I can rebalance when I find my beta risk ratio too high for instance, I mean this is a professional tool but very user friendly in the same time. It is so much easier to just have everything in one place. Moreover Ziggma does all the heavy lifting of analyzing your portfolios so you can make better investment decisions. It is the best tool to make informed investment decisions! ### 13. revolutionary **Rating:** 5.0/5.0 stars **Reviewed by:** Nicolas A. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2020 **What do you like best about Ziggma?** I really like 2 major features : first is the deep analysis of my portfolio made by Ziggma which makes me easy to see how much my portofolio is well balanced or not over asset class, sectors, country, etc… The second is the wide alert tool which helps me to secure my portfolio and provide me high relevant opportunities to invest in. **What do you dislike about Ziggma?** Colors, lol ! I don't like orange very much but all tastes are in nature **Recommendations to others considering Ziggma:** It is impossible to not increase your portfolio performances with this tool ! **What problems is Ziggma solving and how is that benefiting you?** Saving a lot of time, improvement of risks management, smart diversification and increase high relevant investment opportunities ### 14. Excellent portfolio management tool. It has all I need in one place. **Rating:** 5.0/5.0 stars **Reviewed by:** Nadia M. | Digital Marketing Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2020 **What do you like best about Ziggma?** It does a great job of analyzing portfolio risk and sending notifications when the threshold exceeded. It is a professional investing tool for all. Way cheaper than other tools providing the same usage. I have all the investing tools I need to manage my portfolio for just 9.90USD. Highly recommended. **What do you dislike about Ziggma?** Initially, I expected to see more information about the tool. I skipped that part and jumped up to signing up and start using it. All went however so smooth and easy. **Recommendations to others considering Ziggma:** Excellent tool, very affordable, helps at managing portfolio risks. **What problems is Ziggma solving and how is that benefiting you?** Smart alters help me know when risk of my portfolio is exceeded. It does a wonderful job of helping me stay in line with my investment strategy, not only building the portfolio, a task that was a big challenge for me. ### 15. Best web-based Investment Portfolio Management Software that makes investing easy **Rating:** 5.0/5.0 stars **Reviewed by:** Miltan C. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2020 **What do you like best about Ziggma?** The tools are really powerful. The smart alerts feature lets me set alerts on portfolio positions so that I don't have to monitor them and can instead focus on my research. No other application out there has portfolio risk analysis like Ziggma does. Not even close. And then the data, you can tell that they have been put together by investment professionals. **What do you dislike about Ziggma?** Not much really. It's a little light on explanations but as an experienced investor I do not really need those. **What problems is Ziggma solving and how is that benefiting you?** It make my portfolio management easier and saves me lots of time. Also, previously I did not have any idea of my portfolio risk at any given point in time. Everything is there in one place. ### 16. This is the portfolio management tool I have been waiting for. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2020 **What do you like best about Ziggma?** The tools are really powerful. The smart alerts feature lets me set alerts on portfolio positions so that I don't have to monitor them and can instead focus on my research. No other application out there has portfolio risk analysis like Ziggma does. Not even close. And then the data, you can tell that they have been put together by investment professionals. **What do you dislike about Ziggma?** Not much really. It's a little light on explanations but as an experienced investor I do not really need those. **What problems is Ziggma solving and how is that benefiting you?** It make my portfolio management easier and saves me lots of time. Also, previously I did not have any idea of my portfolio risk at any given point in time. Everything is there in one place. ### 17. Straightforward, well designed user interface **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2020 **What do you like best about Ziggma?** I was able to connect my accounts right away and within seconds I was able to see my portfolio, diversification, and risk. **What do you dislike about Ziggma?** My accounts weren't coming up under Overview but I was able to see them under Diversification and Risk! **What problems is Ziggma solving and how is that benefiting you?** I need an application to get a sense my diversification & risk in aggregate across all my portfolios and Ziggma makes it very easy. ### 18. flexible, intuitive and user friendly tool for private investors to build and track own investment **Rating:** 4.5/5.0 stars **Reviewed by:** Slava R. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2020 **What do you like best about Ziggma?** The portfolio builder which gives you instant overview of exposure and KPI changes **What do you dislike about Ziggma?** The limited universe of instruments available **What problems is Ziggma solving and how is that benefiting you?** Simplifies and visualize relevant market information ## Ziggma Discussions - [What is Ziggma used for?](https://www.g2.com/discussions/what-is-ziggma-used-for) - [Best Discounts on Website & Mobile App Services](https://www.g2.com/discussions/34782-best-discounts-on-website-mobile-app-services) - 1 upvote - [What is your preferred portfolio management service?](https://www.g2.com/discussions/26157-what-is-your-preferred-portfolio-management-service) - 1 upvote - [View Ziggma pricing details and edition comparison](https://www.g2.com/products/ziggma/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-11+12%3A26%3A57+-0500&secure%5Bsession_id%5D=c8685871-3fda-471c-922c-a0169f7bcbed&secure%5Btoken%5D=f8c3c4a80735e836e220a35a4195a561399cb725fd0be69923f8dd436eabc2ed&format=llm_user) ## Ziggma Features **Functionality** - Market Analytics - Client Portal - Investment Accounting - Real time - Customizable Reporting **Integration** - Data aggregation - Accounting Integration - Risk Management **Agentic AI - Investment Portfolio Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance ## Top Ziggma Alternatives - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (274 reviews) - [Seeking Alpha](https://www.g2.com/products/seeking-alpha/reviews) - 4.1/5.0 (30 reviews) - [Simply Wall St](https://www.g2.com/products/simply-wall-st/reviews) - 4.5/5.0 (12 reviews)