Mezzi AI Model, Refresh and Chat Controls: March 2026

Updated September 26, 2026.

Archived article dated March 11, 2026. 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.

Gemini 3.1 is now available

We’ve added Gemini 3.1 to Mezzi’s AI. This version is designed to provide enhanced support for complex financial analysis.

The upgrade was intended to improve multi-step analysis and calculations across portfolio questions. This announcement does not present a controlled accuracy benchmark. You can use it for retirement scenario planning and to explore different ways to rebalance your portfolio.

Tip: Targeting a specific allocation? Add your targets to your AI Personalization section (on the Profile page). Mezzi's AI can use those targets when discussing your allocation.

Force refresh connections

Portfolio data typically updates once a day. If something looks off or you want the latest data now, you can manually trigger a sync from the Accounts page.

Delete past chats

Want to clean up your AI chat history? Tap any chat, hit the three dots in the upper right, and select Delete.

Test a new model with an answer you can verify

Try a simple allocation question before relying on a complex scenario: “Across these included accounts, list stock, bond and cash totals and show the arithmetic.” In a hypothetical $100,000 portfolio with $60,000 stocks, $30,000 bonds and $10,000 cash, the weights should be 60%, 30% and 10%. Ask about anything unclassified rather than allowing it to disappear from the total.

An allocation target in personalization is context for analysis. It does not rebalance accounts or guarantee that the portfolio remains within that target.

What should I expect after refresh or deletion?

A manual refresh requests new information; the financial institution and connection still determine what data is available. Check the returned timestamp and missing accounts instead of assuming a successful request means real-time information.

Deleting a chat from the interface is a history-management control. It should not be interpreted as a statement about every backup, retention rule or third-party data policy. Consult the current privacy policy and help center for those questions. Model availability and menu labels may differ from this historical illustration.

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.