Mezzi July 2026 Update: Insights, Cash Flow and Trade History

Updated September 26, 2026.

Archived article dated July 3, 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.

While goals are being scored left and right, we've been busy pushing critical updates to make Mezzi more proactive, comprehensive, and faster from your Home screen all the way through your AI conversations.

A more proactive Mezzi

We've rebuilt insights on the Home screen and they'll continue to get smarter every week.

Act on what matters. The release refreshed Home insights and added new ones daily. Tap any insight for personalized advice and analysis.

Save what you don't have time for. See something worth acting on but no time right now? Hit Save, and it's waiting for you in the Insights tab.

Dismiss what you've got covered. Not every insight fits how you invest and plan for retirement. Dismiss the ones that don't and tell Mezzi whether each one's a fit — that feedback helps tailor the experience.

Other changes in this release

AI conversation improvements.

We updated the conversation experience and fixed bugs, with the aim of improving response speed and quality. This release did not publish a controlled accuracy benchmark.

Recommendations that stand out

— when Mezzi provides a recommendation, it's now highlighted right in the chat, so the "what should I do?" never gets lost in the details.

Try asking: When can I retire?

Track cashflow in bank accounts.

Ask about recent transactions, deposits and withdrawals, or how much cash you have ready to invest and get answers grounded in your real account activity.

Try asking: What were my last five credit card payments?

Fund proxies now account for dividend income.

We're actively setting proxies for customers (Read our update). If you have a 401(k) account or 529 with proprietary funds, we can assign a publicly traded proxy. The proxy supported estimated income, performance and allocation analysis. The team-assisted setup described here was offered at publication; use the current help center for setup today.

Connect Mezzi to ChatGPT.

Mezzi now supports MCP, so you can bring your portfolio into your favorite AI chatbot such as Claude or ChatGPT. (Read our update)

Interactive Brokers trade history.

We now receive two years of transaction history from Interactive Brokers. Previously, we were not receiving any.

Historical membership offer.

At publication, the release announced a monthly membership starting at $29/month and a first-month offer using code 1CORE. This is a historical offer, not confirmation that the price or code remains available. See current plans.

At publication, further interface updates and recommendations were planned for the following week.

A recommendation is easier to review when its inputs are visible

Suppose an insight suggests reviewing $8,000 of cash. Before deciding it is available to invest, ask which accounts contributed to that total, when they updated, and whether upcoming bills and your reserve were included. A highlighted recommendation makes the suggestion easier to find; it does not validate those inputs or execute a transfer.

Saving an insight lets you return to it. Before acting later, refresh the facts: holdings, prices, account balances and your plans may have changed since it was saved.

Read account activity without double counting

For the prompt about the last five credit-card payments, distinguish money moving from a bank to a card account from the original purchases. Counting both as new household spending would overstate expenses. Review the institutions and transaction dates used in the answer.

The two years of Interactive Brokers history described above was the scope announced in July 2026. It does not imply complete lifetime trade history. Proxy-based income and exposure are estimates based on the chosen proxy; reconcile important figures with the actual fund or institution before relying on them.

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.