How do I get a breakdown of my asset allocation using Exposure X-Ray?

Last updated: June 19, 2026

Context

You may want to understand how your portfolio is allocated across different asset classes — such as domestic vs. international equities, domestic vs. international bonds, cash, and crypto. Mezzi's Exposure X-Ray feature is designed to help you analyze this breakdown.

Answer

There are a few ways to view and analyze your asset allocation in Mezzi:

  1. Use the Exposure X-Ray interface: The X-Ray tool provides a visual breakdown of your portfolio's asset allocation. You can learn how to navigate it by visiting the Mezzi Exposure X-Ray page for more details.

  2. Ask the AI: You can ask Mezzi's AI to break down your allocation in any way you'd like — by asset class, geography, or any other dimension.

  3. Set up automated notifications: Rather than manually requesting the analysis each time, you can set a notification to run the analysis for you daily or whenever there is a meaningful change in your portfolio.

  4. Assign proxies to proprietary funds: If you have a 401(k) with proprietary funds, Mezzi supports assigning a proxy to those funds so they can be properly categorized and included in your X-Ray analysis. Contact Mezzi support to see if proxies would benefit your account.

Asset allocation breakdown showing domestic vs international equities, bonds, and cryptoDashboard showing asset allocation summary with a table listing asset classes, approximate values, and percentage of portfolio

For a full walkthrough of the X-Ray feature, visit https://www.mezzi.com/exposure-x-ray.