Reduce taxes effortlessly with Mezzi's tax-loss harvesting feature. Tailored steps and AI-driven investment insights help lower capital gains and income taxes. Available for iOS users in the US with investment/brokerage accounts.
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The Insights that Mezzi provides are unlike anything I have seen elsewhere.
It gives me very specific, actionable tax savings and ETF fee savings info that I can execute on while I am on the app...including...get this...buying back after the wash sale period is complete.
The app design and user experience is simple and intuitive. I am a sucker for easy to use technology that gives me what I need and nothing more. No clutter. No mess.
Switching from one ETF to a lower fee ETF with a similar investing profile is seamless.
And the wash sale period reminder option is simply genius. Why hasn't anyone thought about this before?
I cannot wait to see what other insights they add to the app in the future.
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Interesting. Will this be useful to people outside US too? Have you looked at different tax rules and laws inside for example the EU?
@krzysztof_hejna Thanks for the question! Right now we're squarely focused on the US because of the complexity of the tax code.
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@makeitjain_ Yeah, that's what I've thought, sadly;)
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Super excited at the release of this product - much needed feature for most of us that have kids and cannot spare the time for a boring and complicated task such as investment optimisation using tax minimisation - I personally have been sufficiently confused by my CPA - can’t wait for the features to be rolled out - all the best Hersh and Manish
@inspectorsaab Thanks so much! I'm glad you're loving it!
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Hi Folks. Manish and Hersh have pioneered a fantastic investment and tax-saving tool for the masses. Manish, being the financial wizard he is, has taken a giant step to democratize financial advisory for regular users. More power to Team Mezzi.
@abhishek_jain34 Thanks, Abhishek! Appreciate the feedback and support.
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Mezzi is a fantastic product! Having all of my accounts in one place is huge.
Tax loss harvesting is something that I’ve always tried to do, but never got it quite right. hard to stay on top of. Sooo much easier with Mezzi.
@tjsheth76 Thanks, Tushar! Glad you're enjoying it.
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Congrats @makeitjain_ and the Mezzi team! Looking forward to using the full breath of useful features this app has to offer! Can’t wait to see what the future brings for Mezzi!
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