Release notes

What's new in Mezzi

Everything we've shipped, in one place. 37 releases so far, newest first, each with the full story behind it.

2026

  1. Fund Proxies: Fill Gaps in 401(k) and 529 Analysis

    Missing fund details in Mezzi? Assign a similar public fund as a proxy to estimate allocation and overlap without changing your investments.

  2. Financial Profile: Find Your Accounts, Details and Settings

    Where are Accounts and Settings in Mezzi? Open Accounts from the Financial Profile tab; use Settings for membership, security and account controls.

  3. Email Sign-Up and Foreign Investment Tracking

    Create a Mezzi account with email on the web, review corrected foreign-holding values and dividends, and find direct positions alongside fund exposures.

  4. Upload Tax Returns and Financial Documents to Mezzi

    Can you ask Mezzi questions about your tax return? Upload a PDF, CSV or Markdown file to chat, then explore your return alongside new X-Ray and conversation updates.

  5. Search Chat History and Investment Transactions

    Find an earlier Mezzi answer or search deposits, withdrawals and other investment activity—not just trades—with the September chat and transaction updates.

  6. New in Mezzi: Schedule delegations for any time of day

    Can Mezzi send portfolio news when you want it? Schedule a delegation by day, time and frequency, and see the September 2026 AI and reliability updates.

  7. Mezzi Wealth Groups and Tax Lots: August 2026 Update

    A founder-led update on Investments, Banking, Other Assets and Liabilities, plus tax-lot context for the SnapTrade connections named at launch.

  8. Personalized AI Investment Recommendations With Context

    How does Mezzi make advice more specific? Its August AI update brings portfolio, risk, tax and investment context into recommendations and explains the reasoning.

  9. Net Worth Dashboard and Exposure X-Ray

    What changed in Mezzi’s July redesign? A conversation-focused Home, a broader Net Worth view, consolidated X-Ray analysis and easier account-history review.

  10. Mezzi July 2026 Update: Financial Profile and Portfolio Views

    The July 2026 release added profile edits in chat, performance views, Top Movers and trade-history access. Use a common period and verify saved assumptions.

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

    The July 2026 release added saved insights, feedback, bank-activity questions and more history.

  12. Mezzi MCP Connector for ChatGPT and Claude: June 2026

    The June 2026 MCP launch connected Mezzi context to external AI conversations. Read historical setup steps and checks for data scope, freshness and permissions.

  13. Mezzi Fund Proxies and Missing Account Data: May 2026

    The May 2026 beta added fund proxies and team-assisted data corrections. Understand estimated exposure, missing basis and the limits of a proxy.

  14. Mezzi AI Update: Full-Screen Chat, Tags and Delegations

    The May 2026 release expanded web chat and financial context. See how to make a delegation precise and check the account scope of an answer.

  15. Mezzi Delegations: Scheduled Financial Notifications

    Delegate routine financial checks to Mezzi. Set a threshold, schedule and account scope, and get notifications that never move money or imply transfers.

  16. Mezzi AI Model, Refresh and Chat Controls: March 2026

    This archived release introduced Gemini 3.1, manual connection refresh and chat deletion. Understand what each control changes and what still needs checking.

2025

  1. Mezzi Assets and Liabilities: A Broader Net-Worth View

    The September 2025 release added property, other assets and debt context. Understand net-worth arithmetic, valuation dates and connection alternatives.

  2. Add Accounts Manually in Mezzi: Entry and Document Scan

    Mezzi’s August 2025 update introduced manual accounts and PDF or CSV scans. See what to reconcile after import and how to avoid duplicate balances.

  3. Mezzi Portfolio News and AI Model Selection: May 2025

    The May 2025 release linked news questions to portfolio context and added model choices. Learn how to check dates, sources and causal explanations.

  4. Mezzi for Web: Desktop and Tablet Beta Launch

    The May 2025 web launch brought account data and AI chat side by side. Use the larger screen for a focused review with clear account and data checks.

  5. Mezzi Contextual AI: Ask About a Portfolio Card

    The March 2025 update added AI analysis to portfolio cards. Start with the account and period you are viewing, then check the explanation against the data.

  6. Analyze a Watchlist With Mezzi AI Personalization

    The February 2025 watchlist update used saved tickers for research questions. Distinguish stocks from funds and interest from actual portfolio ownership.

  7. Personalize Mezzi AI With Your Goals and Financial Context

    The February 2025 personalization release let members add goals and financial context. See how to write a useful constraint and keep estimates current.

  8. Retirement Questions With Mezzi AI Personalization

    The February 2025 update used personal context for retirement questions. Build a checkable scenario with spending, income, timing and explicit assumptions.

  9. Connect Bank Accounts to Mezzi: Cash Context for Investing

    Mezzi’s February 2025 bank-connection beta added checking and savings context. Distinguish cash balances, reserved funds and money available to consider investing.

  10. Save Custom Performance Comparisons in Mezzi

    The February 2025 update added saved account and tag comparisons. A founder example shows the workflow, with checks for benchmark fit and consistent periods.

  11. Mezzi Exposure X-Ray: See Stock Exposure Inside ETFs

    The February 2025 X-Ray release combined direct holdings with covered ETF holdings. See a simple look-through example and understand top-holdings coverage.

  12. Mezzi Home: Daily Insights and Portfolio Rewinds

    A February 2025 product update on Mezzi Home: review portfolio changes, open an insight, and distinguish a prompt to investigate from an instruction to trade.

  13. Mezzi Partner Sharing: Review Family Investments Together

    The February 2025 partner-sharing update explains a shared investment view, account ownership, and a practical first review for couples.

  14. Mezzi AI: Ask Questions About Your Connected Portfolio

    A February 2025 launch note introducing portfolio-aware AI questions, with examples of useful inputs, assumptions and checks before acting.

  15. Mezzi Stock Details: Trades, Realized Gains and Tax Status

    The February 2025 stock-detail update brought trade history, unrealized and realized gains into focus. Learn what each view can and cannot establish.

  16. Mezzi Account Tags: Group Accounts by Owner and Tax Status

    Mezzi’s February 2025 tags update grouped accounts for portfolio review. Learn how to use owner and tax-status views without double counting.

  17. Compare Account Performance in Mezzi: February 2025 Update

    Mezzi’s performance launch compared investment accounts and benchmarks. See how to choose a common period and separate deposits from investment results.

  18. Mezzi Stock Search: Holdings and Available Trade History

    The February 2025 Stock Search update gathered a security’s holdings and trade records across accounts. Check ownership, duplicates and history coverage.

  19. Mezzi AI Charts and Balance Hiding: January 2025 Update

    The January 2025 release added charts, stock-detail links and a balance-hiding gesture. Learn what to inspect before sharing a screen or using a chart.

2024

  1. Saved Mezzi AI Chats: Revisit and Update Portfolio Questions

    The December 2024 chat-history release made earlier conversations accessible. Use saved context while checking whether assumptions and account data have changed.

To Mezzi, you are the only client.

You'll never be prioritized based on net worth. There's no scheduling or wait times. You'll never hear "I have a hard stop" or "remind me about that again." With Mezzi, it's all, and only, about you.

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