Mezzi Home: Daily Insights and Portfolio Rewinds

Updated September 26, 2026.

Archived article dated February 4, 2025. 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.

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.

Turn a Home insight into one useful question

Suppose Home flags a larger technology allocation. Open the insight and ask: “Which accounts and holdings explain the change, and does this include exposure inside funds?” Check the account scope and measurement date before comparing it with your target. A rise can reflect market movement, a deposit, or a changed position; the appropriate response depends on the cause.

For a Weekly or Monthly Rewind, use the same period when comparing accounts. A larger ending balance is not necessarily a higher investment return if money entered the account during that period.

Does an insight make changes to my accounts?

An insight is a starting point for analysis. Opening it does not place an order, transfer money, or establish that a tax opportunity is suitable. If the underlying account is missing or stale, resolve that before relying on the recommendation. For more detail on the contextual workflow, read the later AI insights update.

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.