Ziggma Review – The Pros And Cons Of This Platform

About Ziggma

Ziggma is an inexpensive platform for locating new funding concepts and managing your portfolio. It’s pretty simple to make use of, providing algorithm-based scores that will help you discover and analyze top-performing shares. Ziggma is constructed primarily round elementary evaluation, so it’s greatest fitted to buyers with a time horizon of a number of months to a number of years.

In our Ziggma evaluation, we’ll take a better take a look at this platform that will help you resolve if it’s best for you.

Ziggma Pricing Choices

Ziggma affords a free plan that features most of its portfolio administration options, inventory screener, and inventory scores. If you would like entry to a listing of top-scoring shares, the portfolio simulator, or backtesting instruments, you’ll must improve to the Premium plan. A Premium subscription prices $9.90 per 30 days or $89 per yr.

Ziggma Options

Ziggma Rating

One of many foremost options that Ziggma affords is its algorithm-based inventory scores. Ziggma makes use of 32 elementary monetary metrics to present every inventory a rating from 0-100 throughout 4 classes: development, profitability, valuation, and monetary place inside its business. Every inventory can be assigned an total rating.

This scoring system appears to work. From 2011 to 2020, a portfolio of shares with Ziggma scores within the high 10% of their respective industries produced a return of 404% in comparison with 176% for the S&P 500 over the identical time interval.

Shares’ total Ziggma scores can be found to all customers, together with free customers. Nevertheless, it’s essential to improve to a Premium subscription to see class scores and to see how a inventory compares to opponents in its business.

Ziggma additionally retains an up-to-date listing of the highest 5 highest-scoring shares throughout the ten fastest-growing industries (primarily based on projected income development). This affords a fast, easy option to discover shares that could be value including to your portfolio.

Inventory Evaluation

Ziggma affords evaluation of all US corporations with a market cap higher than $100 million. Every inventory has its personal profile web page the place you possibly can see its Ziggma scores, analysts’ consensus worth goal, and primary charts for key elementary indicators. You too can dive right into a peer comparability, which helps you to evaluate metrics like P/E, EPS development, latest efficiency, and Ziggma class scores.

Maybe the very best a part of Ziggma’s inventory pages is the professionals and cons listing. This affords a quick, easy-to-understand abstract of the metrics {that a} inventory is performing properly on and the metrics it’s falling behind on. These strengths and weaknesses are decided algorithmically, so use them as a place to begin for analysis slightly than a forecast.

Inventory Screener

Ziggma affords a comparatively primary inventory screener that allows you to filter shares primarily based on monetary metrics, Ziggma scores, and business. It can save you customized screens, and the platform affords built-in screeners for various industries and development situations. 

We’ve reviewed loads of totally different inventory screeners, and most of them have comparable performance. The “distinctive” worth of a screener comes all the way down to the standards that can be utilized to create screens. Ziggma affords distinctive display screen filters for:

Ziggma Rating (General)

Ziggma Rating by Class (Valuation, Development, Profitability, and Monetary Place)

Local weather Rating

Traders who worth Ziggma’s proprietary metrics will get essentially the most worth out of this screener.

Portfolio Instruments

Portfolio administration is one other main facet of Ziggma. The platform makes it simple to import a digital portfolio from most brokers utilizing Plaid, though you possibly can’t place orders instantly from Ziggma. You too can import watchlists from Yahoo! Finance. There’s no restrict to the variety of portfolios and watchlists you possibly can have, even with a free account.

A portfolio overview enables you to simply monitor the efficiency, Ziggma scores, and weight of every inventory in your portfolio. You possibly can dig in additional with charts displaying how your portfolio is diversified throughout sectors, corporations, and Ziggma rating tiers. The platform additionally affords tables to present you a fast overview of your holdings when it comes to key elementary and technical indicators.

Ziggma additionally affords a portfolio simulator for Premium subscribers. With this device, you possibly can see how some key facets of your portfolio will change if you happen to execute a commerce of a sure dimension. For instance, Ziggma exhibits how your portfolio’s common P/E and EPS development will change. Nevertheless, you possibly can’t break this simulation down by business except you create a brand new sub-portfolio, so it’s not as helpful because it could possibly be.

Guru & Mannequin Portfolios

For buyers trying to generate concepts and/or mannequin the portfolios of different profitable buyers, Ziggma affords entry to “Guru Portfolios” and “Mannequin Portfolios.”

Guru Portfolios are portfolios of well-known buyers and hedge funds.

Mannequin Portfolios are portfolios primarily based on particular investing themes, resembling:

Worth Investing

Sustainable Investing (fairly a couple of choices primarily based on local weather affect and sustainability)

REITs Investing

And extra

After choosing any of the Mannequin Portfolios or Guru Portfolios to investigate, you’ll be proven the precise shares in that portfolio, in addition to some key metrics and rankings. Key metrics embrace:

Portfolio Efficiency

Dividend Yield

Revenue/Income Development

Ziggma Scores

And extra.

There are loads of analysis instruments that assist buyers dig deeper into the info. These portfolios function an awesome place to begin for buyers trying to generate concepts. For instance, dividend buyers might open a mannequin portfolio and search for the best-yielding dividend shares, whereas development buyers might open that very same portfolio and search for the shares with the best earnings development.

Good Alerts

Ziggma permits buyers to set “Good Alerts” for the shares they comply with.

Alerts may be set for:

Value

Value/Earnings (P/E)

Beta

Volatility

RSI

MACD

These alerts can be utilized to get purchase/promote alerts primarily based in your preliminary funding thesis.

I discovered the “P/E” alert to be significantly helpful. For instance, assume you’re a worth investor who invested in a inventory as a result of (amongst different causes) it had a P/E rating of 10 in an business the place the common P/E is 15. Since you bought the inventory since you believed it was undervalued, chances are you’ll wish to take into account promoting when the inventory approaches truthful worth. ZIggma lets you set a P/E alert so that you may be ready to promote when the inventory approaches its truthful worth. Equally, chances are you’ll like an organization however take into account it to be overvalued. On this case, you might set an alert to set off when the inventory enters a good worth vary (primarily based on P/E).

The identical logic may be utilized to the opposite sensible alerts as properly.

KPI Monitoring

For metrics the place “sensible alerts” are usually not out there, Ziggma has one other characteristic that might be able to assist – KPI monitoring.

This characteristic is on the market beneath the “Basic” part of the portfolio device.

The KPI monitoring characteristic permits buyers to maintain observe of the change in KPIs from the time they added a place till now.

Within the screenshot under, you possibly can see the present KPI in addition to the unique KPI (highlighted in yellow).

The worth of this characteristic shouldn’t be understated, particularly for research-driven buyers who handle larger portfolios.

KPI monitoring helps you differentiate an organization’s present standing from its standing on the time you determined to take a position. For instance, assume you determined to put money into a development inventory when income development was 100% year-over-year. Chances are you’ll not be desirous about that inventory as income development declines to five%.

After all, these metrics may be tracked manually with most instruments, nonetheless this course of turns into troublesome to handle with a bigger portfolio of shares over a protracted time frame. For instance, if you are going to buy 25 new shares this yr, are you going to recollect the precise funding thesis for every one in a couple of years? Even if you happen to did, the KPI monitoring device makes the re-analysis course of a lot easier.

Backtesting

Premium customers get entry to a easy backtesting device that fashions the worth of your portfolio if you happen to have been to put money into it wholesale on a selected date up to now.

We discovered this device to be underwhelming because it doesn’t present any actionable details about whether or not a selected funding technique is working or not. The backtesting module doesn’t supply details about how the worth of your portfolio modified over the course of the simulation or about what particular person holdings over-or under-performed. It additionally doesn’t present you the way the simulated efficiency compares to your portfolio’s precise efficiency.

Appropriate Brokerages

Ziggma makes use of Plaid to attach with most main brokerages, together with Robinhood, Merrill, Charles Schwab, Constancy, and Stash. You too can import portfolio knowledge from a CSV or from Yahoo! Finance.

Platform Differentiators

Ziggma makes it simple to seek out new shares to put money into, due to its algorithmic scoring system. The platform’s inventory profile pages additionally do job of summarizing monetary data, though a lot of the evaluation is algorithm-generated slightly than primarily based on human evaluation. The portfolio administration instruments additionally do a pleasant job of serving to your observe your efficiency, particularly when you have accounts at a number of brokers.

Standout options embrace:

KPI Monitoring

Guru/Mannequin Portfolios for Concept Technology

Good Alerts

Portfolio Evaluation Instruments

What Kind of Dealer is Ziggma Finest For?

Ziggma is greatest fitted to the next varieties of buyers:

Medium to long-term funding horizon

Analysis-driven

Managing giant portfolios (i.e. 15+ shares)

Whereas the platform affords loads of nice instruments to assist buyers uncover new concepts, the actual worth comes from the portfolio administration instruments.

Ziggma supplies the instruments it’s good to observe the well being of your portfolio over time. You possibly can preserve observe of stories, key portfolio metrics, efficiency, and adjustments to key elementary metrics for the shares in your portfolio. At $89/yr the service may be very pretty priced and more likely to pay for itself with a couple of nice insights.

Execs

Free portfolio administration instruments with dealer integrations

Inventory scoring system primarily based on elementary metrics

Examine shares throughout business friends

Prime 50 shares listing to generate funding concepts

KPI monitoring characteristic is exclusive and insightful.

Very simple to make use of

Pretty priced

Cons

Backtesting and simulation options lack depth

Inventory screener has comparatively few filter parameters