G2

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.