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Ziggma - Investment Portfolio Management Software

Ziggma Review: Is It The Right Investment Portfolio Management Software For Your Team?

Best for SMB teams · Mid-market · Enterprise

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Ziggma offers custom pricing plan

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What is Ziggma?

Ziggma is a set of financial Portfolio Management software tools. It comes with a portfolio manager, a portfolio display tool, a global market place for Trading stocks, ETF, Mutual Funds and Futures using the ETS Exchange trading system. It also comes with a Stock Analyzer tool, a mutual funds analyzer tool and a futures analyzer tool. Ziggma claims to track over 9500 companies across 6000 industries globally to create portfolios that have diversity as well as expected returns.

Pricing

  • Ziggma offers custom pricing plan

Best For

Suited for solo users, small teams, SMBs, and enterprise

Security & Compliance

  • Data residency:🇺🇸

Ziggma was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider Ziggma

Use cases
Investment portfolio management, Financial advisory firms, Individual investors managing diverse portfolios
Team types
Portfolio managers, Financial analysts
Company size
Small Business, Medium Business
Workflow style
Flexible and configurable
Setup complexity
Medium

Why teams choose Ziggma

  • Comprehensive tracking of over 9500 companies across 6000 industries

  • Integrated tools for analyzing stocks, mutual funds, and futures

  • Global marketplace access for trading via ETS Exchange

Is Ziggma right for you?

Best for managing diverse investment portfolios with integrated global trading tools.

Choose Ziggma if

  • You need comprehensive tracking across 9500+ companies and 6000 industries.
  • You want integrated analysis for stocks, mutual funds, and futures in one platform.
  • You require access to a global marketplace for trading via the ETS Exchange.

Consider alternatives if

  • You prefer transparent, publicly disclosed pricing before committing.
  • You only need simple, single-asset tracking without complex portfolio tools.

What buyers should know before shortlisting Ziggma

Ziggma provides a comprehensive suite of tools for serious investors, focusing on portfolio management and analysis. However, its complexity may not cater to novice users.

Pros and cons

Ziggma pros and cons

  • Ziggma pros
  • Comprehensive tracking of over 9500 companies across 6000 industries

  • Integrated tools for analyzing stocks, mutual funds, and futures

  • Global marketplace access for trading via ETS Exchange

  • Ziggma cons
  • Pricing is quotation based and not publicly disclosed

  • Limited user rating data with only 9 reviews

4.9/5 rating
11 verified reviews

Ready to try it?

Get started with Ziggma

Connect with the team for a personalised demo.

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Still comparing?

See how it stacks up

Compare Ziggma side-by-side with top Investment Portfolio Management Software alternatives.

Morningstar Direct
Morningstar Office
MProfit
+4 more
Compare alternatives

What is the pricing of Ziggma?

Ziggma uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.

Free TrialNot available
PricingZiggma offers custom pricing
Pricing Model
Quotation Based

Weighing your options?

Not sure if Ziggma fits your budget?

Ziggma reviews and ratings

Buyer sentiment

Overall buyer sentiment is very positive but based on a small number of reviews.

What buyers like

  • Comprehensive market coverage
  • Integrated analysis tools
  • Portfolio diversity capabilities

Common complaints

  • Pricing opacity
  • Limited user feedback

4.9

Excellent

Based on 9 ratings & 11 reviews

Are you using Ziggma?

Rating Distribution

Excellent

(10)

Very Good

(1)

Good

(0)

Poor

(0)

Terrible

(0)

What users are saying

JL

Joe L

11/25/23

4 out of 5

"A useful online portfolio tracker that performs well"

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 ...

Read more

AU

Anonymous User

02/11/22

5 out of 5

"Ziggma makes the entire investment experience considerably easier. It`s unique and powerful."

What do you like best about Ziggma? The portfolio tracking features are extremely helpful to keep track and make better decisions at the portfolio ...

Read more

PL

Patricia L

09/24/20

5 out of 5

"Ziggma: Shows the right path for the financial market"

What do you like best about Ziggma? It has data aggregation and accounting integration. It has features that make it easy to observe market ...

Read more

FR

Flavia R

05/26/20

5 out of 5

"Experience was very positive overall"

What do you like best about Ziggma? What really struck me was how clean and user friendly the entire platform is while covering a lot of ground. Did ...

Read more

AU

Anonymous User

04/24/20

5 out of 5

"Straightforward, well designed user interface"

What do you like best about Ziggma? I was able to connect my accounts right away and within seconds I was able to see my portfolio, diversification, ...

Read more

MC

Miltan C

04/21/20

5 out of 5

"Best web-based Investment Portfolio Management Software that makes investing easy"

What do you like best about Ziggma? The tools are really powerful. The smart alerts feature lets me set alerts on portfolio positions so that I don't ...

Read more

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What are the features of Ziggma?

20%

Feature coverage

5 of 25 tracked features

A real-time email marketing dashboard displays metrics. This allows individuals to track the effectiveness of an email marketing initiatives…

Investment monitoring is a crucial feature for individuals and businesses looking to keep track of their financial investments. It involves…

Market analysis is an important tool for any business looking to understand and navigate the changing market. It involves deep research and…

Performance analysis provides insights into how a system is operating by measuring, monitoring, and analyzing key aspects of software to ide…

Portfolio management is means managing an individual's assets in order to optimize earnings over a specific period of time. Project portfoli…

Security & Compliance

Ziggma security and data handling

Key compliance certifications and security features for IT and security teams evaluating Ziggma.

Certifications

HIPAA✗ Not certified

Developer & data

Data residency
🇺🇸

Alternatives to Ziggma

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Very Good

Compare Ziggma vs Morningstar Office

Effortless portfolio management at ...

Very Good

Compare Ziggma vs MProfit

Streamline your investments and ...

Compare Ziggma vs Personal Capital

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Help & Contact

Ziggma Support Options

Customer ServiceOnline
LocationLewes, Delaware

Frequently Asked Questions About Ziggma

Common questions buyers ask before choosing Ziggma.

Ziggma is a Investment Portfolio Management Software. Ziggma offers Portfolio Management, Investment Monitoring, Market Analysis, Performance Analysis and many more functionalities.

Ziggma is a strong fit if: You need comprehensive tracking across 9500+ companies and 6000 industries.; You want integrated analysis for stocks, mutual funds, and futures in one platform.. Consider alternatives if: You prefer transparent, publicly disclosed pricing before committing.; You only need simple, single-asset tracking without complex portfolio tools..

Buyers commonly note the following limitations of Ziggma: Pricing is quotation based and not publicly disclosed; Limited user rating data with only 9 reviews; Potential complexity due to multiple integrated analysis tools.

Some top alternatives to Ziggma includes Morningstar Direct, Morningstar Office, MProfit, Personal Capital and Stonksfolio.

Ziggma offers Quotation Based pricing model

We don't have information regarding integrations of the Ziggma as of now.

The starting price is not disclosed by Ziggma. You can visit Ziggma pricing page to get the latest pricing.

Ready to try it?

Get started with Ziggma

Get connected with the team for a personalised demo.

About the reviewer

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].