Mezzi can now run a delegation or send a notification at a time you choose. This release also upgrades the default AI models and improves portfolio data and navigation.
Get updates on your schedule
Previously, daily notifications arrived after market close. Now you can choose the day, time and frequency. For example, ask Mezzi: “Send me the latest news on my portfolio every weekday at 6:00 AM.”
Pick a schedule that fits when you review your finances. After saving a delegation, check the requested frequency and delivery time so the notification arrives when you expect it. A scheduled update uses the account information available to Mezzi; it does not continuously monitor markets or place trades.
What would you like Mezzi to handle? Ask for a portfolio update, choose a time, then confirm the saved schedule.
Delegate to MezziUpgraded AI for all members
We upgraded the Auto and Deep Thinking AI models for all members. The change is already live; there is nothing to switch on. The models were updated to help keep Mezzi reliable while model providers face capacity constraints. As with any AI response, review important figures and assumptions against your own records.
At the time of this release, members on Plus or Concierge could also choose advanced GPT and Gemini models. Check current membership options for plan details today.
More improvements in this release
- Enhanced Exposure X-Ray data and more reliable account and portfolio connections, including fixes for select brokerage and retirement accounts.
- Automatic removal of duplicate brokerage connections.
- Smoother navigation across Home, Net Worth and chat, especially on mobile.
- Simpler subscription pricing, with Free, Advisory and Concierge options announced in this update. See current pricing before choosing a plan.
Choose the information you want and when you want it. Mezzi can take care of the recurring update, leaving you to review what matters.
This dated product update is for informational purposes only and is not personalized investment advice. Account data may be incomplete or delayed, and AI responses can be incorrect. Verify important information before acting. Features, models, plans and availability can change.