New in Mezzi: A much clearer view of your portfolio

Mezzi has always given you a clear view of your portfolio. Now we're going deeper with two new capabilities that are live in beta, and we want you to be among the first to benefit from them.

See inside your retirement funds

Accounts like 401(k)s and 529s often hold funds that aren't publicly traded — target date funds, for example. Until now, Mezzi had to treat these as a single line item. Now we can assign proxies to them, so your X-Ray view shows your actual asset class, sector, and geographic exposure across your entire portfolio.

Get precise tax and performance insight

Brokerages don't always send complete data. Cost basis, for instance, sometimes gets lost in the transfer. We can now go in and fill those details in directly, which means your performance and tax insights reflect what's actually in your accounts.

Ready to make updates?

While these features are in beta, our team is personally making these updates on your behalf — just contact us with what you'd like adjusted and we'll take care of it. Soon you'll be able to make changes yourself directly through AI Chat.

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IMPORTANT DISCLOSURES

This content is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.

Past performance is not indicative of future results. No guarantee of future performance or outcomes is implied.

Savings and performance examples are hypothetical and for illustrative purposes only. Actual results will vary based on individual circumstances, portfolio composition, market conditions, and fees.

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