Ziggma Reviews

The portfolio tracking features are extremely helpful to keep track and make better decisions at the portfolio level.

I would have liked to see a larger geographic coverage rather than being limited to the US market.

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.

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.

I have nothing bad to say. Met all needs.

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.

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.

What really struck me was how clean and user friendly the entire platform is while covering a lot of ground. Did not take long to get familiarized with all functions/tabs and was able to navigate super easily. Also great color scheme and sleek design.

Overall mission and vision are crystal clear to users - Ziggma gives us the tools to intuitively manage our own investment portfolio based on what each individual things is best for them.

Pages are a bit long with too much info per page. Would be nice to maybe break it down a bit and have more tabs instead of longer pages with too much content/ text. But even then, the content is clear, to the point, and super easy to understand.

More intuitive way to invest. Also, portfolio recaps emails are great. Reliability, speed, and performance,

I was able to connect my accounts right away and within seconds I was able to see my portfolio, diversification, and risk.

My accounts weren't coming up under Overview but I was able to see them under Diversification and Risk!

I need an application to get a sense my diversification & risk in aggregate across all my portfolios and Ziggma makes it very easy.

The tools are really powerful. The smart alerts feature lets me set alerts on portfolio positions so that I don't have to monitor them and can instead focus on my research. No other application out there has portfolio risk analysis like Ziggma does. Not even close. And then the data, you can tell that they have been put together by investment professionals.

Not much really. It's a little light on explanations but as an experienced investor I do not really need those.

It make my portfolio management easier and saves me lots of time. Also, previously I did not have any idea of my portfolio risk at any given point in time. Everything is there in one place.

What I like best is that it provides a dashboard giving me a full overview of my portfolio risk, position and earning potential. I finally feel like I am in control of my investments. In just one place, I can manage all my investments, it is much clearer! More importantly, I just love the smart alerts, for instance if I do not want a specific ratio (risk, industry weight, geography, sharpe or even beta risk ratio!!) to be too high or too low, Ziggma will just let me know! I do not have to worry about checking every hours of the day or every day. I just set my investment strategy, and Ziggma is just there to make sure my strategy is applied.

Not much to be honest. I have tried so many web based tools but none could give me the control of this platform, and it is so much cheaper!!!

Give it a try, it is easy to use and import portfolios

The biggest pain point that Ziggma solved: I have controls over all my investment portfolios i.e. I finally have a complete overview of my investments. I can rebalance when I find my beta risk ratio too high for instance, I mean this is a professional tool but very user friendly in the same time. It is so much easier to just have everything in one place. Moreover Ziggma does all the heavy lifting of analyzing your portfolios so you can make better investment decisions.

It is the best tool to make informed investment decisions!

I really like 2 major features : first is the deep analysis of my portfolio made by Ziggma which makes me easy to see how much my portofolio is well balanced or not over asset class, sectors, country, etc… The second is the wide alert tool which helps me to secure my portfolio and provide me high relevant opportunities to invest in.

Colors, lol ! I don't like orange very much but all tastes are in nature

It is impossible to not increase your portfolio performances with this tool !

Saving a lot of time, improvement of risks management, smart diversification and increase high relevant investment opportunities

It does a great job of analyzing portfolio risk and sending notifications when the threshold exceeded. It is a professional investing tool for all. Way cheaper than other tools providing the same usage. I have all the investing tools I need to manage my portfolio for just 9.90USD. Highly recommended.

Initially, I expected to see more information about the tool. I skipped that part and jumped up to signing up and start using it. All went however so smooth and easy.

Excellent tool, very affordable, helps at managing portfolio risks.

Smart alters help me know when risk of my portfolio is exceeded. It does a wonderful job of helping me stay in line with my investment strategy, not only building the portfolio, a task that was a big challenge for me.

The tools are really powerful. The smart alerts feature lets me set alerts on portfolio positions so that I don't have to monitor them and can instead focus on my research. No other application out there has portfolio risk analysis like Ziggma does. Not even close. And then the data, you can tell that they have been put together by investment professionals.

Not much really. It's a little light on explanations but as an experienced investor I do not really need those.

It make my portfolio management easier and saves me lots of time. Also, previously I did not have any idea of my portfolio risk at any given point in time. Everything is there in one place.

The portfolio builder which gives you instant overview of exposure and KPI changes

The limited universe of instruments available

Simplifies and visualize relevant market information