Updates to get more from Mezzi
Last week we shared a bunch of interface updates. Today, we're sharing a new round for both iPhone and web, with major navigation updates coming next!
In Chat: Tune your Financial Profile and AI Personalization
Update your retirement age or share your plans to retire early right in chat. Tell Mezzi: "Update my retirement age to 75."
Portfolio: Your growth and performance, front and center
See daily performance and compare across horizons. Pick your benchmark.
Top Movers: What's moving, by how much, and over what period
Top movers go deeper now. Tap the card to sort every position and compare returns over a day or a year.
Trade History: See every trade in one place
Want all your AAPL trades together? Sort by return? Tap the Trade History card.
Next week:
View your net worth, not just your portfolio. Plus, updates to allocation and dividend income views, plus a new navigation.
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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