Mezzi just got smarter. We're excited to announce expanded AI capabilities you can't find in any other personal finance app!
What can Mezzi's AI do for you?
Mezzi's AI provides novel ways to analyze your portfolio and make smarter wealth decisions. Here are just a few examples:
- Analyze your entire portfolio's risk and performance
- Provide tax-optimization strategies
- Identify concentration risks
- Assist with diversification strategies
- Provide key metrics like P/E ratios and gross margins
Mezzi AI vs. Generic AI tools
Unlike ChatGPT or Claude, Mezzi AI can analyze your complete asset picture and provide personalized insights based on all the investment and cash accounts connected to Mezzi.
Getting Started
📊 On Home you'll find real-time, personalized AI-powered insights
💬 Mezzi AI chat is accessible in the top left of Home. Try questions like:
- "If interest rates drop 1%, which of my holdings will be affected?"
- "I need to liquidate $20K next month. What holdings should I sell in taxable accounts, while minimizing taxes?"
- "How much will my portfolio be worth in 30 years assuming 7% annual returns?"
- "Show me the PE ratios for my top 10 holdings"
Try it today and let us know
Mezzi AI is powerful but still in beta. While we prioritize accuracy over flexibility, like any AI tool, it may miss nuances.
Your input shapes what we build. Try it today and let us know what you discover - both the wins and where we can do better.
We're shipping improvements daily based on Member feedback.
