We're thrilled to share updates to Performance charts.
Mezzi already has the most comprehensive way to track and compare growth in:
1. Your portfolio
2. Individual investment accounts
3. Robo-advisor or financial advisor-managed accounts
Mezzi shows your true performance with calculations that exclude deposits and withdrawals.
Customize performance charts
Our latest updates give you the power to customize the performance chart for your Total Wealth, every Account, and every Tag by setting and saving comparisons to benchmark indices, stocks, and other accounts.
Here's one way I'm personally using this new feature: I own mostly tech stocks in my Roth IRA, so I will set my comparison to the tech-heavy Nasdaq index. Every time I view that account, I'll see its performance compared against the Nasdaq. My Traditional IRA is more diversified, so I'll set that account's comparison to the S&P 500.
1. Set and save custom comparisons
Set your brokerage comparison to Nasdaq and retirement accounts to the S&P 500. Every time you open Mezzi, you'll see these customized comparisons.
2. Compare tagged accounts
Because you've already tagged your accounts as Taxable or Tax-Advantaged (retirement, 529s, etc.) and by Owner (partner, child, etc.), you can now save your preferred comparison for each of these tags.
3. Compare with individual stocks
See how your number one holding has helped or hurt your portfolio over time. Compare your performance with individual stocks or ETFs.
4. Improved UI and data
We've also made enhancements to the interface to make it easier to select comparisons. We had a data issue last week, causing some of the performance charts to show as flat. This is now resolved.
