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Portfolio News in Mezzi AI and Model Selection

Ask Mezzi AI which market stories affect your holdings, then choose the AI model that fits a quick question or more advanced analysis.

Portfolio News in Mezzi AI and Model Selection

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Walk through Mezzi with our team, review your current situation, and ask any questions you may have.

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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?

Asking Mezzi AI which news is affecting a portfolio

Mezzi checks market stories against your actual holdings and surfaces what’s relevant in seconds—directly in AI Chat.

Choose an AI Model for the Question

We've upgraded the default AI for Mezzi to OpenAI's GPT-4.1, replacing 4o. Everyone should see more comprehensive responses as a result. 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.

Selecting an AI model in Mezzi AI Chat

Switch models any time with the Model dropdown in AI Chat.