Updated September 26, 2026.
Archived article dated May 23, 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.
Over the past several weeks, we've upgraded the AI Chat experience, with more coming soon. Here's a quick rundown.
Upgraded web interface
When you open Mezzi on web, you'll see a new interface. Now you can toggle your AI chat to full screen, making it easier to consume longer responses and view large tables.
You can still:
- Access your message history
- Start a new chat
- Copy or share your chats
This is the first of several upcoming desktop upgrades.
A more powerful AI
Recent upgrades to our AI system:
Delegation: Stop checking, start delegating. Mezzi's AI can now monitor your portfolio for you and reach out when something needs your attention. Just ask in plain English — "let me know if my allocation to tech goes above 25%" or "alert me when I have over $5K in idle cash" — and get notified daily, weekly, or monthly by email or push. More delegation capabilities are coming.
Precision: We rebuilt much of the foundation for Mezzi's AI to drive more precise responses. Responses now incorporate account tags to help define the accounts being analyzed.
Reliability: A small number of members hit an issue where AI responses would stall. That's now fixed.
Comprehensiveness: Mezzi's AI has expanded context and now has more context from your financial profile.
Make the scope of a question explicit
After opening a larger table in full-screen chat, check which accounts and tags it covers. “Show my retirement exposure” is less precise than “Use the accounts tagged retirement, list them first, and separate direct holdings from fund exposure where data is available.” Expanded context helps only when the context is accurate.
For a cash delegation, define what the threshold means. “Notify me when checking and savings exceed $25,000” asks about balances. “Notify me when cash exceeds my $15,000 reserve plus next month's $6,000 bills by $4,000” adds a purpose. Ask Mezzi to confirm the schedule and included accounts.
Does a delegation carry out the financial action?
A notification can flag something to review; it does not transfer the excess cash, rebalance a portfolio or guarantee that a threshold is never crossed. Data freshness and delivery timing matter. The release's reliability improvements are product updates, not a published benchmark proving that every answer is correct.
Explore the current experience in your own account, or check the Mezzi help center for current setup and availability.
Open MezziBy 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.