The Greatest Portfolio Tracker for Your Cash?

For those who desire particular person shares and ETFs for brief or long-term buying and selling, funding analysis instruments like Ziggma will help you discover the most effective shares in your portfolio.

Ziggma supplies in-depth analysis by means of a free inventory screener and portfolio tracker. The platform additionally has a number of premium instruments, together with proprietary inventory rankings, a portfolio simulator, and backtests.

Our Ziggma evaluate checks out the assorted options of this inventory evaluation device so you’ll be able to determine if it deserves a spot in your funding toolkit.

Desk of Contents

1. What Is Ziggma?
2. How To Use Ziggma
1. Ziggma Inventory Screener
2. Portfolio Tracker
3. Portfolio Analyzer
4. Inventory Evaluation
5. Ziggma Rating
6. Portfolio Simulator
7. Portfolio Again Check
8. Funding Concepts
9. Large Board
3. How A lot Does Ziggma Value?
1. Ziggma Free
2. Ziggma Premium
4. Ziggma Professionals and Cons
1. Professionals
2. Cons
5. Ziggma Options
1. Inventory Rover
2. Searching for Alpha
3. TipRanks
6. Ought to Traders Use Ziggma?

What Is Ziggma?

Ziggma is a multi-faceted inventory and ETF analysis device with over 20,000 customers and $1 billion in linked accounts. 

Informal traders will respect the free inventory screening and portfolio monitoring instruments that may present extra particulars than a fundamental on-line search, to not point out most on-line brokers. The free membership additionally doles out the propriety Ziggma Rating for shares, Local weather Scores, and a dividend tracker.

Whereas this service doesn’t present month-to-month inventory picks like an funding e-newsletter, a paid membership ($9.90/month or $89/12 months, after a 7-day free trial) contains the Prime 50 Inventory Listing, guru, and mannequin portfolios you glean funding concepts from. There may be additionally a hands-on portfolio simulator and backtesting to strive completely different methods.

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How To Use Ziggma

Ziggma’s analysis platform is straightforward to make use of and supplies in-depth elementary and technical knowledge. You’ll be able to hyperlink your funding accounts utilizing Plaid to view your day by day steadiness, historic efficiency, and scores in your present holdings. 

You’ll be able to create a digital portfolio when you don’t wish to hyperlink your accounts or desire to paper commerce. There are numerous tabs and drop-down menus to entry the assorted analysis instruments we’re highlighting beneath.

Ziggma Inventory Screener

All customers can make the most of the in-depth inventory screener to filter by means of an expansive listing of shares and ETFs. There are a number of customizable filters you’ll be able to make use of to slender down your search outcomes. It’s additionally doable to make use of premade screens and save DIY screens.

The screener filters embody the next:

• Index
• Sector
• Trade
• Ziggma Rating
• Valuation (9 metrics)
• Development (8 metrics)
• Profitability (5 metrics)
• Monetary Place (5 metrics)
• Local weather/Technical (8 metrics)

Premium members may also type outcomes by way of total rating for a particular class, similar to development or valuation. 

There’s a slider bar to decide on the minimal and most standards for the assorted development, profitability, valuation, monetary place, and technical indicators. Any securities that cross the display seem in a listing beneath.

Different inventory screeners present extra filters, however this one is detailed sufficient to fulfill most merchants.

Portfolio Tracker

The portfolio tracker makes it simple to trace the efficiency and key efficiency indicators (KPIs) of your holdings. As well as, it’s doable to hyperlink a number of brokerage accounts to see your asset efficiency and portfolio weight in a single place. 

You may as well view in-depth scores for these components:

• Diversification
• Threat
• Elementary
• Technical
• Dividends
• Local weather

Ziggma goes into considerably extra depth than a barebones free investing app like Robinhood, M1 Finance, or Public, which make it simple to speculate however are restricted in the case of analysis and account monitoring.

Traders preferring fundamentals over technical knowledge ought to discover this platform fascinating. Dividend traders will respect the colourful graphs, which make it simpler to challenge your portfolio dividend yield and monitor latest funds.

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Portfolio Analyzer

Along with monitoring your funding efficiency, Ziggma will help consider your asset allocation and portfolio danger. You received’t obtain customized insights as with another analyzers, however you’ll be able to examine your portfolio from a number of completely different viewpoints.

The platform supplies observations, and you’ll hover your mouse icon over a yellow triangle to view the potential warning. For instance, Ziggma will let which sectors your portfolio doesn’t have publicity to. 

Premium members can schedule Sensible Alerts for conditions like:

• A single place exceeds a particular proportion of your portfolio allocation
• Portfolio drift from a sector or asset class
• A inventory trades at a particular worth
• An asset’s PE ratio or dividend yield adjustments

Elementary Metrics

You’ll be able to rapidly consider an organization’s monetary well being utilizing the basic KPIs. These readings will help you identify how the share worth pertains to the P/E ratio and profitability metrics.

Technical Evaluation

The upfront technical indicators allow you to rapidly see the latest worth efficiency, RSI studying, and MACD. These metrics will help you determine if the inventory is overbought, oversold, or market impartial and whether or not it is likely to be in an uptrend or downtrend.

You may as well use interactive inventory charts for in-depth technical evaluation when inspecting a single inventory.

Local weather Rating

Ziggma locations a noticeable emphasis on an organization’s environmental influence. You’ll be able to view the present rating and three-year emissions pattern in your portfolio and particular person shares.

Inventory Evaluation

You’ll be able to dig deeper into any publicly-traded inventory or ETF to view its historic efficiency and key efficiency indicators. Most equities have a Ziggma Rating that may rapidly summarize the way it compares towards their friends, however you can too view the underlying knowledge.

There may be additionally an interactive worth chart powered by TradingView, so you’ll be able to add indicators when you like studying inventory charts.

In-Depth Evaluation

Ziggma’s evaluation device means that you can analysis in-depth statistics for these classes:

• Overview: Firm strengths and weaknesses and monetary charts
• Evaluation: Ziggma Rating metrics of development, valuation, profitability, steadiness sheet liquidity
• Valuation: Stability sheet metrics similar to earnings assertion and money circulation assertion
• Possession: Insider shopping for and promoting transactions
• Local weather: Local weather Rating, carbon depth, and comparability to friends 

Funding Information

Ziggma additionally aggregates information article hyperlinks for the belongings you’re researching. It’s a useful device however isn’t as sturdy as the opposite evaluation instruments. As well as, you don’t obtain entry to analyst studies.  

Ziggma Rating

A number of inventory analysis instruments have a proprietary rating to charge an fairness’s present funding potential. The Ziggma Inventory Rating makes use of institutional-grade metrics in these classes to generate a score:

• Development
• Profitability
• Valuation
• Monetary well being

A rating nearer to 100 signifies a more healthy inventory.

Portfolio Simulator

Earlier than shopping for inventory, you’ll be able to see how the commerce will change your portfolio make-up. The fast comparability helps you to view your publicity to the biggest place and sector. You’re in a position to estimate the yield and different financials too.

Portfolio Again Check

You’ll be able to consider how your digital portfolio would have carried out over a particular interval utilizing Ziggma’s Portfolio Again Check function. It received’t predict future efficiency, however you’ll be able to see how a method would fare had you pursued it sooner or throughout a particular market state of affairs.

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Funding Concepts

As talked about, Ziggma doesn’t present inventory picks like a inventory e-newsletter, however premium members can entry mannequin portfolios and guru portfolios to search out many funding concepts at an reasonably priced worth.

Prime 50 Inventory Listing

The Ziggma Prime 50 Inventory Listing ranks 5 shares within the ten fastest-growing industries each day. This device is usually a time-saving sidekick to the inventory screener once you’re on the lookout for the most effective shares to purchase now. 

Mannequin Portfolios

Ziggma has a number of thematic portfolios that monitor shares and funds for a particular technique. A few of them embody:

• 60/40 Local weather Impression Portfolio
• Greatest-In-Class REITs
• Development on Excessive Margins
• Sustainable Excessive Yield
• Extremely-Worthwhile and Fortress Stability Sheet

You may as well use the inventory screener to search out corporations inside a portfolio to analysis additional.

Guru Portfolios

You may as well monitor the efficiency and create a portfolio primarily based on fashionable hedge funds, similar to:

• Berkshire Hathaway (Warren Buffett)
• Bridgewater (Ray Dalio)
• Greenlight (David Einhorn)
• Pershing Sq. (Invoice Ackman)
• Trian (Nelson Peltz)

Large Board

The Large Board function shows the highest 10 and worst 10 performing shares by index and sector. This function is out there to all members and is a sensible different to warmth maps that some screeners use.

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How A lot Does Ziggma Value?

Most Ziggma options are free, however a paid subscription is required to entry each indicator and portfolio analyzer device. Additional, the Prime 50 inventory listing and premade portfolios are unique to premium members.

Ziggma Free

The free plan is adequate if you would like a screener and funding tracker and don’t want all the additional knowledge or mannequin portfolios.

All customers can entry these options:

• Portfolio tracker
• Inventory and ETF screener
• Inventory scores
• Local weather scores
• Monetary knowledge
• Large Board
• Market information

Ziggma Premium

A paid subscription prices $9.90 month-to-month or $89 when billed yearly ($7.42/month). You’ll be able to get pleasure from a seven-day free trial earlier than paying for the service.

The Premium options embody:

• Full entry to Ziggma Rating 
• Prime 50 Inventory Listing
• Mannequin portfolios
• Guru portfolios
• Portfolio simulator
• Again-testing
• Sensible Alerts
• Save search screens

Ziggma Professionals and Cons

For those who’re unhappy with the analysis instruments supplied by your on-line brokerage account, Ziggma gives loads of useful free instruments. Right here is my listing of Ziggma’s professionals and cons.

Professionals

• Loads of free analysis and monitoring instruments
• Portfolio simulator and backtesting
• Hyperlinks to most brokerage accounts
• A lot of elementary knowledge
• Prime 50 inventory listing and mannequin portfolios

Cons

• Can’t immediately commerce throughout the platform
• Doesn’t present inventory picks or customized steerage
• Different inventory screeners could have extra filters

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Ziggma Options

Earlier than signing up with Ziggma, it doesn’t harm to take a look at the competitors. The next inventory analysis platforms will also be efficient to find funding concepts and monitoring your portfolio efficiency.

Inventory Rover

Inventory Rover is likely one of the finest inventory screeners because it covers most shares and ETFs with thorough elementary evaluation. Its free plan is nice for fundamental screens, and several other completely different paid plans unlock numerous analysis instruments and mannequin portfolios. For extra particulars, learn our Inventory Rover Evaluation.

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Searching for Alpha

Think about Searching for Alpha when you desire studying analyst commentary, as most shares and funds have bullish and bearish articles. You may as well entry comparable elementary and technical knowledge throughout the analysis course of. The Searching for Alpha score is just like the Ziggma Rating system for proprietary rankings just like what funding establishments apply to shares.

Searching for Alpha additionally has a sturdy portfolio tracker and inventory screener. Nevertheless, the free model is considerably restricted and solely good when you plan to analysis a few month-to-month shares. For extra data, take a look at our full Searching for Alpha Evaluation.

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TipRanks

Whereas Ziggma supplies numerous knowledge, TipRanks supplies extra and is a greater match for merchants and people counting on technical evaluation. You’ll be able to comply with shares and obtain updates when analysis corporations regulate their purchase, promote, or maintain rankings.

Sadly, there isn’t a free plan, though there are two paid plans. The entry-level Premium plan prices $30 per 30 days, which is expensive, however you’ll be able to entry extra professional opinions and knowledge metrics. Be taught extra in our TipRanks Evaluation.

Ought to Traders Use Ziggma?

Ziggma gives among the best free inventory screeners, and its analysis instruments are additionally invaluable in case your on-line brokerage doesn’t provide in-depth elementary and technical metrics. This service can also be useful in case you have a number of funding accounts and wish to monitor your total efficiency and asset allocation simply.

Upgrading to the paid plan is price it once you wish to dig deeper into the Ziggma Rating components, entry the Prime 50 Inventory Listing and mannequin portfolios, or save your inventory screens. The premium plan can also be essential for the portfolio simulator and back-tests.

This service isn’t the most effective match when you like studying analyst studies for bullish and bearish viewpoints, as Ziggma solely presents the analysis knowledge. That mentioned, yow will discover out about corporations’ strengths and weaknesses, and the Ziggma Rating will help you determine if a inventory or ETF is trending in the fitting path.