Missed our beta launch announcement for Mezzi AI? Check it out here in case missed.
This week, we're showcasing a new Mezzi AI feature each day. Today's spotlight: Cross-account portfolio search
Managing multiple investment accounts?
Whether across one broker or several, finding specific portfolio information can be time-consuming. Mezzi AI simplifies this with powerful search capabilities.
Use Mezzi AI to search your portfolio for things like:
Tell me how much Apple I own in each of my accounts. Provide dollars and shares for each account.
What are the last 10 trades I made with date, shares, and percent return?
Review my recent sells. How much have those stocks returned from the time I sold?
Stock ownership across accounts
Recent trades
