How to View Daily, Weekly, Monthly, and Historical Profit & Loss in Mezzi

Last updated: July 14, 2026

Overview

You can easily view your portfolio’s profit and loss over different time periods using the interactive portfolio chart. Hover over the chart and drag across the timeline to see your portfolio value and performance for specific dates. You can also quickly switch between preset time ranges such as 1 Week, 1 Month, Year-to-Date, 1 Year, and All Time.

🧭 How to View Historical Profit & Loss

Check out this Youtube video or follow the steps below to explore your portfolio performance:

  1. Go to your Portfolio tab.

  2. Locate your Portfolio Performance chart.

  3. To view performance over a specific date:

    1. Hover your mouse over the chart.

    2. Click and drag from left to right (or across the timeline).

As you move across the chart, your portfolio value and profit/loss will automatically update to reflect the selected point in time.

To quickly change the time period, select one of the available filters:

  • 1W – 1 Week

  • 1M – 1 Month

  • YTD – Year-to-Date

  • 1Y – 1 Year

  • All – All Time

Selecting one of these filters updates the chart to display your portfolio performance for that time period.

💡 Why This Matters

The interactive chart makes it easy to understand how your portfolio has changed over time.

You can use it to:

  • Review daily performance

  • Analyze weekly and monthly gains or losses

  • Track your year-to-date returns

  • View your one-year performance

  • Review your portfolio’s all-time performance

  • Compare portfolio values across different dates

Important Notes:

  1. The chart is interactive and updates as you move your cursor across it.

  2. For the best experience on the web, hover your mouse over the chart and drag across the timeline to explore historical data.

  3. The preset filters (1W, 1M, YTD, 1Y, and All) provide a quick way to switch between common performance timeframes.

🗨 Still Need Help?

If the chart isn’t updating or you’re unable to view historical performance, contact help@mezzi.com and include:

  • Your device and browser

  • A screenshot of the chart

  • A brief description of what you’re experiencing