By Manish Jain, CFA 3 min read

Mezzi July 2026 Update: Financial Profile and Portfolio Views

The July 2026 release added profile edits in chat, performance views, Top Movers and trade-history access. Use a common period and verify saved assumptions.

Mezzi financial overview with balance history and chat.

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Updated September 26, 2026.

Archived article dated July 17, 2026. This dated product update has been edited for clarity. Launch details and roadmap statements below refer to the original publication date; screenshots are historical illustrations. See current membership options and the Mezzi help center for today’s product details.

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."

Mezzi web chat workspace with a question field and suggested financial questions.
Interface from the article dated July 17, 2026.

Portfolio: Your growth and performance, front and center

See daily performance and compare across horizons. Pick your benchmark.

Mezzi web portfolio overview with an account summary, performance chart, and AI chat panel.
Interface from the article dated July 17, 2026.

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.

Mezzi Top Movers table showing holdings, share prices, market values, and daily returns.
Interface from the article dated July 17, 2026.

Trade History: Review available trades in one place

Want all your AAPL trades together? Sort by return? Tap the Trade History card.

Mezzi Trade History table listing recent purchases and sales.
Interface from the article dated July 17, 2026.

Roadmap at publication

View your net worth, not just your portfolio. Plus, updates to allocation and dividend income views, plus a new navigation.

Confirm the change before using the next answer

If you ask chat to change your retirement age to 75, inspect the profile afterward and confirm the saved value. A later retirement date changes a scenario's assumptions; it does not by itself improve your finances or guarantee that you can work until that age.

Then use the portfolio views for a specific question: “Which positions contributed most over the last year, and how does that differ from today's Top Movers?” A one-day price move and a one-year investment result are different measurements. Check whether purchases, sales and missing history affect the comparison.

Trade history is the available record, not necessarily the whole history

For a stock held across two brokerages, confirm that both accounts appear before relying on an aggregate gain or trade list. Reconcile older or transferred lots with the institution if acquisition data is missing. Sorting the available records cannot recover transactions that the connection never supplied.

The navigation and net-worth items above were roadmap statements when this update was published; see the later wealth-groups release for the dated follow-up.

Explore the current experience in your own account, or check the Mezzi help center for current setup and availability.

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By Manish Jain, CFA, co-founder of Mezzi. Original publication date retained; editorial clarification September 26, 2026.

This historical product update is for informational purposes. Examples are illustrative, not investment recommendations or promised results. Account coverage and data quality affect analysis. Review assumptions before acting; AI can make mistakes.