--- title: Ziggma Reviews meta_title: 'Ziggma Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 18 reviews by the users' company size, role or industry to find out how Ziggma works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 18 scale: '5' date_modified: '2026-08-07' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # 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. 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. ### 3. 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. ## 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?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+18%3A46%3A17+-0500&secure%5Bsession_id%5D=1f76de58-75ca-4ef6-9bce-b8909e7c074e&secure%5Btoken%5D=dfaa300ecfbb85d07604cb8f2799e3c4d5e2522d4459629b218d3522f7089407&format=llm_user) ## Ziggma Features **Functionality** - Market Analytics - Client Portal - Investment Accounting - Real time - Customizable Reporting - Investor Portal - Historical Reporting - Investor Reporting - Visual Analytics - Tax Compliance - Portfolio Reporting **Integration** - Data aggregation - Accounting Integration - Risk Management - Portfolio Accounting - Contact Management - Workflow Management - Investor Management - Trade Management - Investment Management - Portfolio Management - Document Management - Compliance Management - Order Management - Fund Management - Tax Management - Cash Management - Client Management - Fee Management - Financial Management - Stock Management **Agentic AI - Investment Portfolio Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Forecasting - Third-Party Integrations - Categorization/Grouping - Budgeting/Forecasting **Additional Functionality** - Risk Assessment - Automated Execution - Monitoring - Financial Analysis - Cryptocurrency Tracking - Generative AI - Profit/Loss Statement - Risk Analysis - General Ledger - Customizable Reports - Investor Communication - Performance Analysis - Performance Metrics - AI Copilot - Portfolio Analysis - Activity Tracking - CRM - For Hedge Funds - Audit Trail - Data Import/Export - Collaboration Tools - Mobile Access - Modeling & Simulation - Compliance Tracking - For Investment Advisors - Portfolio Rebalancing - Investment Research - Commodity Futures - API - Activity Dashboard - Benchmarking - Alerts/Notifications - Investments Tracking - Bonds/Stocks - For Investors & Traders - Multi-Currency - Stock Tracking - Watch List - What-if Analysis - Goal Setting/Tracking - Wash Sale Detection - For Traders - Side-by-Side Comparison ## 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 (284 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)