The Greatest Portfolio Tracker for Your Cash?
Should you favor particular person shares and ETFs for brief or long-term buying and selling, funding analysis instruments like Ziggma can assist you discover the perfect shares in your portfolio.
Ziggma gives in-depth analysis by way of a free inventory screener and portfolio tracker. The platform additionally has a number of premium instruments, together with proprietary inventory scores, a portfolio simulator, and backtests.
Our Ziggma assessment checks out the varied options of this inventory evaluation device so you possibly can resolve if it deserves a spot in your funding toolkit.
Desk of Contents
- What Is Ziggma?
- How To Use Ziggma
- Ziggma Inventory Screener
- Portfolio Tracker
- Portfolio Analyzer
- Inventory Evaluation
- Ziggma Rating
- Portfolio Simulator
- Portfolio Again Take a look at
- Funding Concepts
- Massive Board
- How A lot Does Ziggma Price?
- Ziggma Professionals and Cons
- Ziggma Options
- 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 recognize the free inventory screening and portfolio monitoring instruments that may present extra particulars than a primary 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 publication, a paid membership ($9.90/month or $89/yr, after a 7-day free trial) contains the High 50 Inventory Checklist, guru, and mannequin portfolios you glean funding concepts from. There may be additionally a hands-on portfolio simulator and backtesting to attempt totally different methods.
How To Use Ziggma
Ziggma’s analysis platform is straightforward to make use of and gives in-depth basic and technical knowledge. You may hyperlink your funding accounts utilizing Plaid to view your day by day steadiness, historic efficiency, and scores in your present holdings.
You may create a digital portfolio in case you don’t need to hyperlink your accounts or favor to paper commerce. There are numerous tabs and drop-down menus to entry the varied analysis instruments we’re highlighting under.
Ziggma Inventory Screener
All customers can make the most of the in-depth inventory screener to filter by way of an expansive listing of shares and ETFs. There are a number of customizable filters you possibly can 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)
- Progress (8 metrics)
- Profitability (5 metrics)
- Monetary Place (5 metrics)
- Local weather/Technical (8 metrics)
Premium members can even type outcomes through general rating for a selected class, equivalent to progress or valuation.
There’s a slider bar to decide on the minimal and most standards for the varied progress, profitability, valuation, monetary place, and technical indicators. Any securities that cross the display screen seem in a listing under.
Different inventory screeners present extra filters, however this one is detailed sufficient to fulfill most merchants.
Portfolio Tracker
The portfolio tracker makes it straightforward 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 can even view in-depth scores for these elements:
- Diversification
- Danger
- Basic
- 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 straightforward to speculate however are restricted in terms of analysis and account monitoring.
Traders preferring fundamentals over technical knowledge ought to discover this platform fascinating. Dividend traders will recognize the colourful graphs, which make it simpler to undertaking your portfolio dividend yield and monitor latest funds.
Portfolio Analyzer
Along with monitoring your funding efficiency, Ziggma can assist consider your asset allocation and portfolio threat. You gained’t obtain customized insights as with another analyzers, however you possibly can examine your portfolio from a number of totally different viewpoints.
The platform gives observations, and you’ll hover your mouse icon over a yellow triangle to view the potential warning. For instance, Ziggma will let you understand which sectors your portfolio doesn’t have publicity to.
Premium members can schedule Sensible Alerts for conditions like:
- A single place exceeds a selected share of your portfolio allocation
- Portfolio drift from a sector or asset class
- A inventory trades at a selected worth
- An asset’s PE ratio or dividend yield modifications
Basic Metrics
You may rapidly consider an organization’s monetary well being utilizing the basic KPIs. These readings can assist 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 can assist you resolve if the inventory is overbought, oversold, or market impartial and whether or not it could be in an uptrend or downtrend.
You can even 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 may view the present rating and three-year emissions development in your portfolio and particular person shares.
Inventory Evaluation
You may 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 may as well view the underlying knowledge.
There may be additionally an interactive worth chart powered by TradingView, so you possibly can add indicators in case you like studying inventory charts.
In-Depth Evaluation
Ziggma’s evaluation device lets you analysis in-depth statistics for these classes:
- Overview: Firm strengths and weaknesses and monetary charts
- Evaluation: Ziggma Rating metrics of progress, valuation, profitability, steadiness sheet liquidity
- Valuation: Stability sheet metrics equivalent to revenue assertion and money movement 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 property 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 stories.
Ziggma Rating
A number of inventory analysis instruments have a proprietary rating to price an fairness’s present funding potential. The Ziggma Inventory Rating makes use of institutional-grade metrics in these classes to generate a score:
- Progress
- Profitability
- Valuation
- Monetary well being
A rating nearer to 100 signifies a more healthy inventory.
Portfolio Simulator
Earlier than shopping for inventory, you possibly can see how the commerce will change your portfolio make-up. The short comparability enables you to view your publicity to the biggest place and sector. You’re capable of estimate the yield and different financials too.
Portfolio Again Take a look at
You may consider how your digital portfolio would have carried out over a selected interval utilizing Ziggma’s Portfolio Again Take a look at characteristic. It gained’t predict future efficiency, however you possibly can see how a technique would fare had you pursued it sooner or throughout a selected market scenario.
Funding Concepts
As talked about, Ziggma doesn’t present inventory picks like a inventory publication, however premium members can entry mannequin portfolios and guru portfolios to search out many funding concepts at an reasonably priced worth.
High 50 Inventory Checklist
The Ziggma High 50 Inventory Checklist 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 perfect shares to purchase now.
Mannequin Portfolios
Ziggma has a number of thematic portfolios that monitor shares and funds for a selected technique. A few of them embody:
- 60/40 Local weather Affect Portfolio
- Greatest-In-Class REITs
- Progress on Excessive Margins
- Sustainable Excessive Yield
- Extremely-Worthwhile and Fortress Stability Sheet
You can even use the inventory screener to search out firms inside a portfolio to analysis additional.
Guru Portfolios
You can even monitor the efficiency and create a portfolio primarily based on common hedge funds, equivalent to:
- Berkshire Hathaway (Warren Buffett)
- Bridgewater (Ray Dalio)
- Greenlight (David Einhorn)
- Pershing Sq. (Invoice Ackman)
- Trian (Nelson Peltz)
Massive Board
The Massive Board characteristic shows the highest 10 and worst 10 performing shares by index and sector. This characteristic is offered to all members and is a sensible different to warmth maps that some screeners use.
How A lot Does Ziggma Price?
Most Ziggma options are free, however a paid subscription is required to entry each indicator and portfolio analyzer device. Additional, the High 50 inventory listing and premade portfolios are unique to premium members.
Ziggma Free
The free plan is enough if you’d 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
- Massive Board
- Market information
Ziggma Premium
A paid subscription prices $9.90 month-to-month or $89 when billed yearly ($7.42/month). You may get pleasure from a seven-day free trial earlier than paying for the service.
The Premium options embody:
- Full entry to Ziggma Rating
- High 50 Inventory Checklist
- Mannequin portfolios
- Guru portfolios
- Portfolio simulator
- Again-testing
- Sensible Alerts
- Save search screens
Ziggma Professionals and Cons
Should you’re unhappy with the analysis instruments supplied by your on-line brokerage account, Ziggma provides 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
- Plenty of basic knowledge
- High 50 inventory listing and mannequin portfolios
Cons
- Can not immediately commerce inside the platform
- Doesn’t present inventory picks or customized steerage
- Different inventory screeners might have extra filters
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 find funding concepts and monitoring your portfolio efficiency.
Inventory Rover
Inventory Rover is likely one of the greatest inventory screeners because it covers most shares and ETFs with thorough basic evaluation. Its free plan is sweet for primary screens, and a number of other totally different paid plans unlock varied analysis instruments and mannequin portfolios. For extra particulars, learn our Inventory Rover Evaluate.
Study Extra About Inventory Rover
In search of Alpha
Think about In search of Alpha in case you favor studying analyst commentary, as most shares and funds have bullish and bearish articles. You can even entry comparable basic and technical knowledge throughout the analysis course of. The In search of Alpha score is much like the Ziggma Rating system for proprietary scores much like what funding establishments apply to shares.
In search of Alpha additionally has a strong portfolio tracker and inventory screener. Nevertheless, the free model is considerably restricted and solely good in case you plan to analysis a few month-to-month shares. For extra data, take a look at our full In search of Alpha Evaluate.
Study Extra About In search of Alpha
TipRanks
Whereas Ziggma gives a number of knowledge, TipRanks gives extra and is a greater match for merchants and people counting on technical evaluation. You may comply with shares and obtain updates when analysis companies alter their purchase, promote, or maintain scores.
Sadly, there isn’t a free plan, though there are two paid plans. The entry-level Premium plan prices $30 per thirty days, which is costly, however you possibly can entry extra professional opinions and knowledge metrics. Study extra in our TipRanks Evaluate.
Ought to Traders Use Ziggma?
Ziggma provides top-of-the-line free inventory screeners, and its analysis instruments are additionally priceless in case your on-line brokerage doesn’t supply in-depth basic and technical metrics. This service can be useful if in case you have a number of funding accounts and need to monitor your general efficiency and asset allocation simply.
Upgrading to the paid plan is price it once you need to dig deeper into the Ziggma Rating elements, entry the High 50 Inventory Checklist and mannequin portfolios, or save your inventory screens. The premium plan can be mandatory for the portfolio simulator and back-tests.
This service isn’t the perfect match in case you like studying analyst stories for bullish and bearish viewpoints, as Ziggma solely presents the analysis knowledge. That mentioned, you could find out about firms’ strengths and weaknesses, and the Ziggma Rating can assist you resolve if a inventory or ETF is trending in the proper path.
Ziggma
Strengths
- Loads of free analysis and monitoring instruments
- Portfolio simulator and again testing
- Hyperlinks to most brokerage accounts
- Plenty of basic knowledge
- High 50 inventory listing and mannequin portfolios
Weaknesses
- Can not immediately commerce inside the platform
- Doesn’t present inventory picks or customized steerage
- Different inventory screeners might have extra filters