New in Mezzi: Save time with search

In-depth articles, explainers, and perspectives on investing, markets,
and long-term financial decisions.

Category

No items found.

Date

March 9, 2026

Reading time

6

min

We're thrilled to introduce Stock Search, a powerful new feature designed to save you time and provide instant insights into your investments.

‍

🔍 Stock Search

Stock Search allows you to quickly analyze your stock holdings and trade history across all your investment accounts in one place.

‍

Let's say you currently own Tesla (TSLA). Quickly:

‍

1. View total family holdings for any stock

2. Compare ownership across accounts

3. Track returns at holding and trade levels

4. Access interactive charts

‍

Sell all of your Tesla? No problem, use Stock Search to quickly review all of your past trades.

‍

Time is money. With Stock Search, you can unlock insights and examine your portfolio faster.

Table of Contents

Book Free Consultation

Walk through Mezzi with our team, review your current situation, and ask any questions you may have.

Book Free Consultation

Ask ChatGPT about Mezzi

Subscribe to The Boost, our weekly dose of investing insight and education.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Disclosures

Mezzi relies on seeing a full view of all your accounts, including all assets and liabilities. To the extent that information is not provided to Mezzi, it will not capture changes or opportunities. Mezzi relies upon third party APIs to capture data from your financial institutions. Mezzi may not receive data in a timely manner or inaccurate data may be sent to Mezzi.
‍
Mezzi is an SEC-registered investment adviser; registration does not imply a certain level of skill or training. Investing involves risk, including the possible loss of principal. Information provided is for informational purposes only and does not constitute investment advice. Advisory services and features described may not be suitable for all investors. Testimonials may not be representative of the experience of all clients and are not a guarantee of future performance or success. Past performance does not guarantee future results.