Mezzi’s July 28 redesign brought conversations forward on Home and renamed Portfolio to Net Worth. The update connected a broader financial overview with the questions members bring to Mezzi.
It launched to selected members first on web and iOS. Follow-up emails in August asked for feedback on the same changes.
A Home built around conversation
Many members open Mezzi with a question or want to continue a previous discussion. On the web, the redesigned Home places conversations front and center.
Home remains the place to find proactive and saved insights, so you can start from a new question or revisit something worth investigating.
Portfolio becomes Net Worth
The Net Worth view brings accounts and assets into a broader picture. From there, you can review net-worth history, investment performance and benchmarks, and account activity.
A net-worth total and investment performance are different measures. Deposits, withdrawals, debt changes, and asset valuations can move your total without representing an investment return.
A consolidated X-Ray view
The redesign combined the earlier Allocation and Concentration views into the diversification experience within Exposure X-Ray.
Review how your wealth is distributed across stocks, bonds, and real estate, then look more closely at sectors such as technology and energy. Expanded fund look-through data adds context to allocation and sector views where underlying holdings are available.
Coverage can differ by fund. A detailed chart is still dependent on the source data and should not be treated as complete where information is missing. The later fund-proxy update explains one way to address those gaps.
Review history and positions in more detail
The release added filtering and sorting for trade history and positions. It also brought checking, savings, and credit-card transactions into the wider account review.
The card called Top Movers in this release was later renamed Holdings. See the October holdings update for that change.
Explore Net Worth. Move from the whole picture to the account, transaction, or question that needs your attention.
Explore Net WorthWhat moved, and what followed
The separate Insights tab was removed, while fee and tax questions remained available through chat and proactive insights on Home.
The July announcement previewed account categories. Those subsequently arrived as Investments, Banking, Other Assets, and Liabilities in the August account-grouping release.
This post documents the July redesign and consolidates the August feedback-email recaps. For current navigation, see Financial Profile, Accounts and Settings.
Move from the whole picture to the account, transaction, or question that needs your attention.
This product update is for informational purposes only and is not personalized investment, tax or legal advice. AI responses can be incomplete or incorrect. Verify figures and assumptions against your records before making financial decisions. Examples are illustrative and do not represent a customer result or guaranteed outcome. Features and availability can change.