As retail investors and retirement savers ourselves, we have been struggling to optimize our investment decisions for years.
What bothered us the most:
- No way to see all brokerage accounts, IRAs, 401ks etc. in one aggregated dashboard.
- No tools that help with optimizing investment decisions: understanding the impact of a new trade on the entire portfolio, tracking the evolution of financial and risk metrics over time, setting automated alerts to buy/sell at the right time, fundamental stock analysis and KPIs, ...
- No way to consider sustainability as a key factor alongside financial return optimization.
These are the challenges we are now tackling with ziggma.com!
Ziggma