Saved Mezzi AI Chats: Revisit and Update Portfolio Questions

Updated September 26, 2026.

Archived article dated December 20, 2024. 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 add chat history to Mezzi AI Chat—now you can easily reference your previous Mezzi AI conversations.

Revisit Earlier Portfolio Questions

You may have used Mezzi AI Chat to research things like:

• the most tax-efficient way to withdraw funds from your portfolio

• suggestions for diversifying away from technology

• the best and worst performing stocks in your portfolio

Now you can revisit these insights anytime.

Find Your Saved Chats

Open Mezzi AI from the top left of any tab in Mezzi and scroll down to view your chat history.

Reopen the question, then refresh the assumptions

A saved conversation is a record of an earlier answer, not confirmation that the answer remains current. If you discussed selling investments for a purchase three months ago, prices, tax lots, the deadline and your available cash may now differ.

Try this follow-up: “Revisit our earlier $20,000 withdrawal discussion. Confirm the account data date, ask whether my goal or reserve has changed, and identify which assumptions need updating before giving a new answer.” Keep the original reasoning available, but review the new facts separately.

What is useful to preserve in a conversation?

State the purpose of the decision, the accounts included, the date and the assumptions you want to revisit. For a diversification review, that might be the target allocation and the company exposure you were investigating. For a performance question, preserve the benchmark and time period.

The navigation steps above describe the December 2024 interface. If the chat-history location has moved, use current help rather than assuming the screenshot represents today's menu. Saving a chat does not execute its suggested trades or create an ongoing monitor.

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.