You asked, we built it.
Starting today, you can manually add brokerage, bank, and crypto accounts to Mezzi — so you can finally track all your investments in one place, even if your provider isn’t supported.
Two ways
1️⃣ Enter it yourself
Type in your positions and balances directly. Add positions in seconds.
2️⃣ Document scan
Let Mezzi’s AI scan your PDF or CSV and fill in the details for you. Let Mezzi do the rest.
This can get complex. We worked to make this experience as simple as possible. Let us know what you think.
Why it matters
The best investment insights come from seeing your complete financial picture. The more detail we have—every account, every asset—the sharper and more personalized our insights can be.
Manual entry is a small but important step in our broader effort to capture every corner of your wealth in Mezzi, so nothing is missing and every insight counts.
Getting started with manual entry
To manually add your accounts, to to the Profile page of Mezzi's mobile or web application and click "Add or edit accounts."
Coming (very) soon
- Additional crypto tracking, including wallets and addresses
- Support for more asset and liability types like real estate, vehicles, and loans.
- Enhanced AI, including GPT-5 and other models
- Increased personalization
Other recent improvements
- Faster brokerage connections
- Web app enhancements
- Improved customer support
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