--- 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 & Product Details Claimed ###### Profile Status This profile is currently managed by Ziggma but has limited features. Are you part of the Ziggma team? [Upgrade your plan](https://my.g2.com/ziggma/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [Ensas Consulting](https://www.g2.com/sellers/ensas-consulting) Discussions [Ziggma Community](https://www.g2.com/products/ziggma/discuss) Languages Supported English Overview by Ulrich Ebensperger (Enabling self-directed investing.) Show More ## Pricing Pricing provided by Ziggma. ### Premium Plan $9.90 1 Monthly subscription Per Month [ View More Pricing Information ](https://www.g2.com/products/ziggma/pricing) ## Top-Rated Alternatives [ ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morningstar Direct Advisory Suite (formerly Advisor Workstation)") Morningstar Direct Advisory Suite (formerly Advisor Workstation) 4.1/5(285) ](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [ ![Seeking Alpha](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Seeking Alpha") Seeking Alpha 4.1/5(31) ](https://www.g2.com/products/seeking-alpha/reviews) [ ![Simply Wall St](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Simply Wall St") Simply Wall St 4.5/5(12) ](https://www.g2.com/products/simply-wall-st/reviews) [ View All Alternatives ](https://www.g2.com/products/ziggma/competitors/alternatives) ## User Insights Average based on 18 real user reviews. Typical contract price $0k - $0k [Sign in to view](/login) Per Month [Log in to unlock pricing and user insights](/login) ![Joe L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joe L.") JL Joe L. Small-Business (50 or fewer emp.) 11/25/2023 "A useful online portfolio tracker that performs well" 4/5 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. Review collected by and hosted on G2.com. 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). Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Fitore K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Fitore K.") FK Fitore K. Small-Business (50 or fewer emp.) 4/12/2024 "Great for tracking multiple investment portfolios" 4.5/5 What do you like best about Ziggma? It makes portfolio tracking much more convenient than my traditional broker. Review collected by and hosted on G2.com. What do you dislike about Ziggma? Customer support is a bit slow, they respond by email though. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic CB Chloe B. Small-Business (50 or fewer emp.) 2/14/2024 "Ziggma is an excellent tool for monitoring multiple investment portfolios in one single view" 5/5 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 Review collected by and hosted on G2.com. What do you dislike about Ziggma? A minor disadvantage is that it currently covers exclusively the US market Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Serhii B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Serhii B.") SB Serhii B. Контент-менеджер (YouTube) Small-Business (50 or fewer emp.) 2/8/2024 "Ziggma helps me a great deal in tracking all my investments" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Ziggma? I would like to see more indexes in the screening tool to choose from. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Rajat K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rajat K.") RK Rajat K. Small-Business (50 or fewer emp.) 3/21/2024 "The best portfolio tracker I have found so far" 4/5 What do you like best about Ziggma? I like that the platform has innovative features that enhance my investment experience. Review collected by and hosted on G2.com. What do you dislike about Ziggma? The screener can sometimes be a bit slow. Review collected by and hosted on G2.com. What problems is Ziggma solving and how is that benefiting you? It lets me see all my accounts in a single consolidated view. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic LC Lisa C. Small-Business (50 or fewer emp.) 3/21/2024 "It's got everything I need for stock portfolio management" 4.5/5 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 3/15/2024 "The Only Tool You Need For Long Term Investing Success" 5/5 What do you like best about Ziggma? Its a great intuititve wealth builidng app, overall seameless and easy to use aplication. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Capital Markets](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Capital Markets") UC Verified User in Capital Markets Small-Business (50 or fewer emp.) 4/18/2024 "Consolidates all my account so that I finally know my total dividend income" 4/5 What do you like best about Ziggma? By consolidating my Fidelty, Schwab and Robinhood accounts, I can now track my total dividend income. Review collected by and hosted on G2.com. What do you dislike about Ziggma? I would like to get the service on an Android app. Review collected by and hosted on G2.com. What problems is Ziggma solving and how is that benefiting you? Aggregating and tracking dividend income across all accounts. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 2/11/2022 "Ziggma makes the entire investment experience considerably easier. It`s unique and powerful." 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Ziggma? I would have liked to see a larger geographic coverage rather than being limited to the US market. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic PL Patricia L. Small-Business (50 or fewer emp.) 9/24/2020 "Ziggma: Shows the right path for the financial market" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Ziggma? I have nothing bad to say. Met all needs. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## Questions about Ziggma? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Ziggma ](https://www.g2.com/products/ziggma/discussions/new) GU Guest User What is Ziggma used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-ziggma-used-for) [ View all Discussions ](https://www.g2.com/products/ziggma/discuss) ## Pricing Options Pricing provided by Ziggma. ### Premium Plan $9.90 1 Monthly subscription Per Month [ View More Pricing Information ](https://www.g2.com/products/ziggma/pricing) Ziggma Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_b43eb1b7b382f8895eaaa7c6fdc573ce/simply-wall-st.png "Product Avatar Image") Simply Wall St 4.5/5(12) [ Compare Now ](https://www.g2.com/compare/simply-wall-st-vs-ziggma) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_00789c80d03ded5b15bef4520e6baa75/seeking-alpha.png "Product Avatar Image") Seeking Alpha 4.1/5(31) [ Compare Now ](https://www.g2.com/compare/seeking-alpha-vs-ziggma) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_75a53801b751cd36a8f7cad2be878ab1/morningstar-direct-advisory-suite-formerly-advisor-workstation.png "Product Avatar Image") Morningstar Direct Advisory... 4.1/5(285) [ Compare Now ](https://www.g2.com/compare/morningstar-direct-advisory-suite-formerly-advisor-workstation-vs-ziggma) ##### ##### Ziggma Features Functionality Market Analytics Client Portal Investment Accounting Integration Data aggregation Accounting Integration Risk Management [ View More Features ](https://www.g2.com/products/ziggma/features) ##### Categories on G2 [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management) ##### Explore More [Which AR content management systems are most trusted by interior designers based on user reviews?](https://www.g2.com/discussions/which-ar-content-management-systems-are-most-trusted-by-interior-designers-based-on-user-reviews)[Which file recovery software solutions with easy setup are rated highly by practitioners?](https://www.g2.com/discussions/which-file-recovery-software-solutions-with-easy-setup-are-rated-highly-by-practitioners)[Best automatic dialing programs for business use](https://www.g2.com/discussions/best-automatic-dialing-programs-for-business-use) [Best tools for automating candidate engagement](https://www.g2.com/discussions/best-tools-for-automating-candidate-engagement)[What are the best electronic trial master file platforms for clinical sites managing training compliance and approval workflows across multiple departments?](https://www.g2.com/discussions/what-are-the-best-electronic-trial-master-file-platforms-for-clinical-sites-managing-training-compliance-and-approval-workflows-across-multiple-departments%20)[What QMS software provides real-time quality issue tracking?](https://www.g2.com/discussions/what-qms-software-provides-real-time-quality-issue-tracking) [Show MoreShow Less](javascript:void(0);)