Upgrades to your free membership

Updates to get more from Mezzi

We’ve added two major capabilities to Mezzi Free:

See how diversified you really are. Diversification X-ray is now available to every Mezzi member, so you can quickly identify concentration and risk across your portfolio.

Ask Mezzi more questions. Free members can now ask up to 10 questions each month about their finances, including planning for retirement, choosing the right investments, and minimizing taxes.

We’ve also redesigned Mezzi to make it easier to see and understand your complete financial life in one place.

Free unlocks:

• Connect your brokerage, bank, and retirement accounts
• Track your complete net worth
• Analyze portfolio diversification
• Track dividends, trades, and transactions
• Ask up to 10 personalized AI questions each month

And yes, Mezzi Free is really free. We don’t sell your data. Our paid memberships support the free experience.

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IMPORTANT DISCLOSURES

‍This content is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.

Past performance is not indicative of future results. No guarantee of future performance or outcomes is implied.

Savings and performance examples are hypothetical and for illustrative purposes only. Actual results will vary based on individual circumstances, portfolio composition, market conditions, and fees.