Home gives you one place to see what changed across your portfolio and what may need your attention. Instead of checking every account separately, you can start with a concise daily view.
What You’ll See on Home
Mezzi surfaces timely updates about:
- opportunities to save on taxes and investment fees
- stocks reaching new highs or lows
- your best- and worst-performing accounts
- potential rebalancing opportunities
The mix changes as your portfolio changes, helping you focus on the updates that are relevant now.
Find Your Portfolio Rewinds
Home is also where you’ll find your Weekly and Monthly Rewinds. These summaries make it easier to step back from daily movement and review how your accounts and investments performed over a longer period.
Ask Mezzi AI About an Update
If an update raises a question, open Mezzi AI to explore it further. Ask follow-up questions to understand what changed, why it matters, and what you may want to review next.
