By Manish Jain, CFA 3 min read

Personalize Mezzi AI With Your Goals and Financial Context

The February 2025 personalization release let members add goals and financial context. See how to write a useful constraint and keep estimates current.

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Updated September 26, 2026.

Archived article dated February 28, 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.

We're excited to share updates that make Mezzi's AI Chat more personal and let you read responses as they are generated.

Faster Responses

See answers as they're being generated - no more waiting for complete responses. Watch your insights appear in real-time.

Each conversation with Mezzi AI now suggests related questions to help you:

  • Explore different angles of your financial situation
  • Uncover new insights about your portfolio
  • Get more detailed analysis of specific topics
Mezzi AI response with related questions about sector allocation, performance, and dividends.
Interface from the article dated February 28, 2025.

Customize Mezzi AI

Now Mezzi AI can provide more tailored guidance when you share details like:

  • "I want to retire at 55"
  • "$300K of home equity"
  • "$200K of startup equity"
  • "Want to pay for children's college in 18 years"
  • "$250K annual income and $150K annual expenses"
  • "I have a high risk tolerance"
  • "I prefer tech stocks with over 20% revenue growth"
  • "I have NVDA, TSLA, and PLTR on my watchlist"
Mezzi AI Personalization example containing household finances, goals, preferences, and decision-making context.
Interface from the article dated February 28, 2025.

Enter your personal details, then ask AI Chat for guidance on:

  • Building a retirement plan
  • Saving for children's education
  • Uncovering investment opportunities
  • Aligning your portfolio with your risk tolerance
  • And much more!

Give each detail a purpose and a date

“I have $300,000 of home equity” supplies context, but the AI also needs to know whether that amount is an estimate and whether you intend to sell or borrow against the property. Equity is not the same as available cash. If the home and mortgage are already recorded elsewhere, describe the relationship so the information is not counted twice.

A more useful cash instruction is: “Keep $20,000 for emergencies and $15,000 for a house purchase within twelve months. Exclude both from long-term investment suggestions.” These are analytical constraints; entering them does not move money or enforce a spending limit.

What should I update when life changes?

Revisit target dates, income, expenses, debt and risk preferences after a major change. If an old preference conflicts with a new request, ask Mezzi to state which assumption it used. Watchlist tickers express research interest, not ownership or permission to buy. For a specific example, see analyzing a watchlist.

Explore the current experience in your own account, or check the Mezzi help center for current setup and availability.

Open Mezzi

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.