Mezzi AI: Ask Questions About Your Connected Portfolio

Updated September 26, 2026.

Archived article dated February 4, 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.

Mezzi just got smarter. We're excited to announce expanded AI capabilities for questions about your own portfolio.

What can Mezzi's AI do for you?

Mezzi's AI provides novel ways to analyze your portfolio and make smarter wealth decisions. Here are just a few examples:

• Analyze your entire portfolio's risk and performance

• Provide tax-optimization strategies

• Identify concentration risks

• Assist with diversification strategies

• Provide key metrics like P/E ratios and gross margins

Portfolio context for AI questions

Mezzi AI brings the investment and cash accounts connected to Mezzi into the conversation, so questions can refer to the included holdings and balances.

Getting Started

📊 On Home you'll find personalized AI-powered insights based on available account data

💬 Mezzi AI chat is accessible in the top left of Home. Try questions like:

• "If interest rates drop 1%, which of my holdings will be affected?"

• "I need to liquidate $20K next month. What holdings should I sell in taxable accounts, while minimizing taxes?"

• "How much will my portfolio be worth in 30 years assuming 7% annual returns?"

• "Show me the PE ratios for my top 10 holdings"

Try it today and let us know

Mezzi AI is powerful but still in beta. While we prioritize accuracy over flexibility, like any AI tool, it may miss nuances.

Your input shapes what we build. Try it today and let us know what you discover - both the wins and where we can do better.

We're shipping improvements daily based on Member feedback.

Ask for an answer you can check

Start with a decision and its constraints: “I need $20,000 next month. Show the cash already available in my included taxable accounts, exclude my emergency reserve, and identify missing cost-basis information before discussing sales.” This is more useful than asking which investment to sell without context.

For a long-term projection, ask for the starting balance, contribution schedule, assumed return, fees, inflation and tax treatment. A constant 7% assumption is an illustration, not a forecast or a path the market will follow every year.

What information does Mezzi AI use?

This release centered on the investment and cash accounts connected to Mezzi and the context the user supplied. “Connected” does not guarantee that every account, tax lot or transaction is complete. Check the accounts and dates used in the answer; ask the model to identify missing information rather than fill it with guesses.

Later releases expanded this context to other assets and liabilities. General AI products also evolve, so this archived announcement is not a current comparison of every chatbot's capabilities.

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.