# Mezzi Knowledge Base


## Getting Started with Mezzi

- [How do I get a breakdown of my asset allocation using Exposure X-Ray?](https://support.mezzi.com/articles/8958804602-how-do-i-get-a-breakdown-of-my-asset-allocation-using-exposure-x-ray)
- [How to Create AI-Powered Notifications in Mezzi](https://support.mezzi.com/articles/3020255019-how-to-create-ai-powered-notifications-in-mezzi)
- [Understanding Fund Fees in Mezzi](https://support.mezzi.com/articles/1956288800-understanding-fund-fees-in-mezzi)
- [Why is my Coinbase realized gain/loss inaccurate in Mezzi?](https://support.mezzi.com/articles/9861157965-why-is-my-coinbase-realized-gain-loss-inaccurate-in-mezzi)

## Mezzi tutorials: How-to guides

- [How to Manually Add an Account in Mezzi](https://support.mezzi.com/articles/8033968939-how-to-manually-add-an-account-in-mezzi)
- [How to Add Fixed Income Assets in Mezzi](https://support.mezzi.com/articles/1450359303-how-to-add-fixed-income-in-mezzi)
- [How to Edit Holdings for Manually Added Accounts in Mezzi](https://support.mezzi.com/articles/8468040811-how-to-edit-holdings-for-manually-added-accounts-in-mezzi)
- [How to Delete an AI Chat in Mezzi](https://support.mezzi.com/articles/6090847517-how-to-delete-an-ai-chat-in-mezzi)
- [How to Invite a Collaborator in Mezzi](https://support.mezzi.com/articles/6344481117-how-to-invite-a-collaborator-in-mezzi)
- [How to Track and Update Alternative Assets in Mezzi](https://support.mezzi.com/articles/7915281334-how-to-update-a-manually-added-account-value)
- [How to View Daily, Weekly, Monthly, and Historical Profit & Loss in Mezzi](https://support.mezzi.com/articles/6022546966-how-to-view-daily-weekly-monthly-and-historical-profit-loss-in-mezzi)
- [How to Update AI Personalization in Mezzi](https://support.mezzi.com/articles/8526876439-how-to-update-ai-personalization-in-mezzi)

## Troubleshooting guide

- [Account Showing Stale or Incorrect Data?](https://support.mezzi.com/articles/9301479033-account-showing-stale-or-incorrect-data)
- [Troubleshooting Account Connection Issues](https://support.mezzi.com/articles/8955264493-troubleshooting-account-connection)
- [Why Does My Account Balance in Mezzi Differ from My Brokerage Statement?](https://support.mezzi.com/articles/6902736613-why-does-my-account-balance-in-mezzi-differ-from-what-my-brokerage-shows)
- [How to Remove Duplicate Accounts in Mezzi](https://support.mezzi.com/articles/9087899740-how-to-remove-duplicate-accounts-in-mezzi)
- [Mezzi to ChatGPT and Claude (MCP)](https://support.mezzi.com/articles/4932818692-mezzi-to-chatgpt-and-claude-mcp)

## Highlights: New in Mezzi

- [New in Mezzi: Improved Asset Allocation](https://support.mezzi.com/articles/9284868257-new-in-mezzi-improved-asset-allocation)
- [New in Mezzi: Upgraded AI—New Models](https://support.mezzi.com/articles/3444606325-new-in-mezzi-upgraded-ai-new-models)
- [New in Mezzi: supercharged AI with web search, plus see your real sector exposure](https://support.mezzi.com/articles/2272825376-new-in-mezzi-supercharged-ai-with-web-search-plus-see-your-real-sector-exposure)
- [New in Mezzi: Gemini 3.1 and new controls](https://support.mezzi.com/articles/5739941587-new-in-mezzi-gemini-3-1-and-new-controls)
- [New in Mezzi: Ask Mezzi harder questions](https://support.mezzi.com/articles/8747973784-new-in-mezzi-ask-mezzi-harder-questions)
- [New in Mezzi: Web Search + X-Ray Updates](https://support.mezzi.com/articles/4302321521-new-in-mezzi-web-search-x-ray-updates)
- [New in Mezzi: Stop checking. Start delegating.](https://support.mezzi.com/articles/8817056024-new-in-mezzi-stop-checking-start-delegating)
- [New in Mezzi: More powerful AI](https://support.mezzi.com/articles/4170401049-new-in-mezzi-more-powerful-ai)
- [New in Mezzi: A much clearer view of your portfolio](https://support.mezzi.com/articles/2430374586-new-in-mezzi-a-much-clearer-view-of-your-portfolio)
- [New in Mezzi: Proactive recommendations, faster AI, and many more updates](https://support.mezzi.com/articles/1480923703-new-in-mezzi-proactive-recommendations-faster-ai-and-many-more-updates)

## Account & Billing

- [How do I redeem a promotional discount code for Mezzi?](https://support.mezzi.com/articles/9995363247-how-do-i-redeem-a-promotional-discount-code-for-mezzi-plus)

## Security & Privacy

- [Is My Data Secure?](https://support.mezzi.com/articles/9721892524-is-my-data-secure)

## Tax Planning & Best Practices


### 2025: year-end tax playbook

- [ The Boost: Day 1 of 5—Turn losses into tax savings](https://support.mezzi.com/articles/2927664690-the-boost-day-1-of-5-turn-losses-into-tax-savings)
- [ The Boost: Day 2 of 5—When your portfolio quietly becomes riskier](https://support.mezzi.com/articles/5953749289-the-boost-day-2-of-5-when-your-portfolio-quietly-becomes-riskier)
- [ The Boost: Day 3 of 5—The year-end deadlines that actually matter](https://support.mezzi.com/articles/3847572098-the-boost-day-3-of-5-the-year-end-deadlines-that-actually-matter)
- [ The Boost: Day 4 of 5—Reducing taxes while withdrawing and donating](https://support.mezzi.com/articles/1383744523-the-boost-day-4-of-5-reducing-taxes-while-withdrawing-and-donating)
- [ The Boost: Day 5 of 5—Turn this into a system](https://support.mezzi.com/articles/3976614543-the-boost-day-5-of-5-turn-this-into-a-system)