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Saved Mezzi AI Chats: Revisit Portfolio Insights

Use Mezzi AI chat history to return to earlier conversations about taxes, diversification, portfolio performance, and other financial questions.

Saved Mezzi AI Chats: Revisit Portfolio Insights

Book Free Consultation

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

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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.

Opening a previous conversation from Mezzi AI chat history

Find Your Saved Chats

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