With our newest feature, Exposure X-Ray, you can see your true exposure to the largest companies owned by ETFs. Do you own exchange-traded funds (ETFs) in your brokerage, retirement accounts, or robo advisor accounts, like the majority of Mezzi users?
Exposure X-Ray is for:
1. Your full portfolio and individual accounts: A holistic view of your real investment exposure.
2. Stocks you own: True exposure for each stock in your portfolio and each account.
3. Stocks you didn't realize you own: Discover hidden exposures within your ETF investments.
4. Understanding your ETF's top holdings: Get details on the biggest stocks in your ETFs.
5. Comparing your ETFs to alternatives: Perhaps you want to switch from VOO to VTI. Easily compare their top 10 holdings within Mezzi
Learn how X-Ray works
Your portfolio's true exposure
Visit the Concentration card for any of your accounts.Simply toggle on X-Ray to view your portfolio's true exposure based on ETF holdings. You can see that Apple when from 12% of to 16% for this account after X-Raying VOO and QQQM, among others.
Uncover hidden exposure to stocks you own
Search for any stock in your portfolio and review the hidden exposure.
Uncover exposure to stocks you don't own
You may not own Apple directly, but if you own an index fund there is a good chance you have some hidden exposure to Apple.
ETF overlap
Understanding how much overlap your portfolio has with any given ETF. Just search for the ETF and clearly see which of the top holdings are in your portfolio already.
Compare ETF holdings and see what's best for you
Thinking about buying a cybersecurity ETF like HACK or BUG but want to minimize exposure to Crowdstrike? Compare their top holdings to see what's best for you.
Other updates
1. Bank connections. In case missed, we recently launched bank account connections.
2. Fixed issues with Search: Search wasn't working consistently. We believe we have resolved the underlying cause. Please let us know if you encounter any issues.
3. Webull: You can now connect Webull accounts.
4. Personalizing your accounts: You can now rename, change tags, hide, and reconnect your brokerage and bank accounts from the Profile page. Go to Profile and then Linked brokers.
