Updated September 26, 2026.
Archived article dated May 14, 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.
Ask Which News Affects Your Portfolio
Stop scrolling social media for news that matters. Now, just ask AI Chat:
What news is driving my portfolio's performance in 2025?
What news impacted my Roth IRA last month?
What's had a bigger impact on my portfolio, tariffs or DOGE?
Any new tax rules I should be aware of?
Mezzi brings market stories and available holdings context into AI Chat so you can investigate their relevance.
Model choices introduced in May 2025
We've upgraded the default AI for Mezzi to OpenAI's GPT-4.1, replacing 4o. The goal was to provide more comprehensive responses. We've also added:
⚡️4.1 mini: Faster responses for day-to-day questions and quick insights, like updates on the news and stock prices.
🧠 o1: This reasoning model is great for advanced analysis. Quick ideas to try with o1 today:
Build me a comprehensive financial plan.
What is my biggest investing mistake?
Outline a 5-step plan to simplify my investments.
Switch models any time with the Model dropdown in AI Chat.
Separate a relevant story from a proven explanation
A headline about tariffs may concern a company you own, but that does not establish how much of its price change the headline caused. Ask: “Which of my included holdings are connected to this story? Link the original source, give its publication date, and distinguish reported facts from your interpretation.”
For a question about last month's performance, use last month's holdings and returns where available. Today's holdings can differ after purchases and sales. If the model lacks historical positions, the answer should identify that limitation rather than silently analyze today's portfolio.
What does choosing a model change?
The model choices listed above describe this release, not today's available menu. A faster or more deliberative model may change the response experience; neither label proves that its conclusion is accurate. Check calculations and primary sources, particularly for tax questions. A suggested financial plan is a draft for review, not evidence that every relevant fact or obligation was considered.
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.