New in Mezzi: Proactive recommendations, faster AI, and many more updates

While goals are being scored left and right, we've been busy pushing critical updates to make Mezzi more proactive, comprehensive, and faster from your Home screen all the way through your AI conversations.

A more proactive Mezzi

We've rebuilt insights on the Home screen and they'll continue to get smarter every week.

Act on what matters. Every insight refreshes in real time, with fresh ones daily. Tap any insight for personalized advice and analysis.

Save what you don't have time for. See something worth acting on but no time right now? Hit Save, and it's waiting for you in the Insights tab.

Dismiss what you've got covered. Not every insight fits how you invest and plan for retirement. Dismiss the ones that don't and tell Mezzi whether each one's a fit — it learns your preferences and gets smarter over time.

Other mighty updates

Faster, more accurate AI conversations.

We made some critical enhancements and squashed some bugs, leading to faster and more accurate responses. ‍

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Recommendations that stand out

— when Mezzi provides a recommendation, it's now highlighted right in the chat, so the "what should I do?" never gets lost in the details.

Try asking: When can I retire?

Track cashflow in bank accounts.

Ask about recent transactions, deposits and withdrawals, or how much cash you have ready to invest and get answers grounded in your real account activity.

Try asking: What were my last five credit card payments?

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Fund proxies now account for dividend income.

We're actively setting proxies for customers (Read our update). If you have a 401(k) account or 529 with proprietary funds, we can assign a publicly traded proxy. The benefit? Clear income, performance and allocation insights. Reply here and we'll set these up for you.

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Connect Mezzi to ChatGPT.

Mezzi now supports MCP, so you can bring your portfolio into your favorite AI chatbot such as Claude or ChatGPT. (Read our update)‍

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Interactive Brokers customers—we now get your trades!.‍

We now receive two years of transaction history from Interactive Brokers. Previously, we were not receiving any. ‍

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Monthly pricing and first month free.

We recently introduced a monthly membership, starting at $29/month. First month for you or a friend is free with code: 1CORE

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Next week, stay tuned for UI updates and expanded recommendations!