Update

Mezzi AI: Rebalancing your portfolio

Each day for the past week we've shown you a different way to use Mezzi AI.

Today's spotlight: smart portfolio diversification.

Ask Mezzi AI

Building a well-balanced portfolio can be complex. If you're overweight in tech or real estate, Mezzi AI can help you diversify strategically with answers to questions like:

  • What's my current sector allocation?
  • What are sectors I have little or no exposure to today?
  • What are ETFs that represent those sectors?
  • What's the most tax-efficient way for me to sell my technology holdings?

Get these insights and more in seconds, right from your phone.