New in Mezzi: Saved AI chats

In-depth articles, explainers, and perspectives on investing, markets,
and long-term financial decisions.

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Date

March 9, 2026

Reading time

min

We're excited to add chat history to Mezzi AI Chat- now you can easily reference your previous Mezzi AI conversations.

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.

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

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Disclosures

Mezzi relies on seeing a full view of all your accounts, including all assets and liabilities. To the extent that information is not provided to Mezzi, it will not capture changes or opportunities. Mezzi relies upon third party APIs to capture data from your financial institutions. Mezzi may not receive data in a timely manner or inaccurate data may be sent to Mezzi.
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Mezzi is an SEC-registered investment adviser; registration does not imply a certain level of skill or training. Investing involves risk, including the possible loss of principal. Information provided is for informational purposes only and does not constitute investment advice. Advisory services and features described may not be suitable for all investors. Testimonials may not be representative of the experience of all clients and are not a guarantee of future performance or success. Past performance does not guarantee future results.