Analyze a Watchlist With Mezzi AI Personalization

Updated September 26, 2026.

Archived article dated February 28, 2025. This dated product update has been edited for clarity. Launch details and roadmap statements below refer to the original publication date; screenshots are historical illustrations. See current membership options and the Mezzi help center for today’s product details.

We just made it easier to personalize Mezzi AI. Let's look at one way to use this new feature: researching securities you are watching.

Add your watchlist tickers

Enter tickers you're following in your AI personalization screen. For example: "NVDA, AVGO, SHOP, SBUX, NKE, XLE, SMCI, SNOW"

Then Ask AI Chat:

• "What are the dividend or distribution yields of my watchlist securities?"
• "Compare PE ratios and growth rates of my watchlist"
• "Show sector overlap with my current portfolio"
• "Rank my watchlist by revenue growth"
• "Which watchlist stocks best match my risk profile?"

Pro tip: Keep your watchlist updated to get the most relevant insights. You can update it anytime in AI Chat personalization.

A watchlist is a research list, not a holdings list

The example includes individual stocks and XLE, an ETF. Comparing a fund's distribution yield with a company's dividend yield or its valuation requires clear definitions. Ask for the observation date, trailing versus forward measures, and the source behind each figure. A missing metric should stay missing rather than becoming zero.

Try: “For these watchlist securities, separate companies from funds. Show any exposure I already have through the accounts included in Mezzi, and identify holdings data you cannot verify.” This turns an interesting ticker into a question about your existing portfolio.

What would change the decision?

Suppose you hold $5,000 of a company directly and an ETF provides an estimated $2,000 of additional exposure. Your starting exposure is $7,000, even if the company remains on your watchlist. Researching or ranking it does not buy it, and high growth does not automatically make it suitable for your risk tolerance or time horizon.

Update the list when your research interests change, and keep goals and restrictions in personalization separate from ticker ownership.

By Manish Jain, CFA, co-founder of Mezzi. Original publication date retained; editorial clarification September 26, 2026.

This historical product update is for informational purposes. Examples are illustrative, not investment recommendations or promised results. Account coverage and data quality affect analysis. Review assumptions before acting; AI can make mistakes.