New in Mezzi: Improved Asset Allocation

We’ve shipped a few improvements to make your portfolio data more accurate and easier to work with. Here’s what’s new:

📊 Better Asset Categorization

We’ve improved how Mezzi categorizes bonds, fixed income funds, and equity index funds, with more updates on the way. We've also introduced other asset allocation categories, including country and small, mid, and large cap.

Navigate to the Allocation page on the Portfolio tab, or just ask in AI Chat.

Tip: Targeting a specific allocation? Add your targets to your AI Personalization section (on the Profile page). Mezzi's AI will then help keep you on target.

Enhanced AI Chat

We've made improvements to response quality and accuracy across both Mezzi Advisor and the Research Assistant. You’ll see more detailed responses, stronger context awareness, and smoother switching between fiduciary guidance and research.

iPad Support

In addition to iPhone and desktop, you can now use Mezzi in your browser on iPad, making it easier to manage your portfolio on a larger screen.

Other Improvements

• For security, sessions automatically log out after 15 minutes of inactivity

• New stop button to interrupt AI responses

• Improved broker connection experience

• Updates to retirement calculations

• Improved web navigation with scroll bars

• Expanded number of words supported in AI Personalization

A Few Things We're Working On

• Notifications

• Expanded tax and retirement insights

• Chat organization, including deleting old chats

• Greater chat history