Last week, we shared how you can make Mezzi's AI more personal for richer insights specific to your investing and wealth goals.
Today, we're excited to share expanded AI capabilities. Now you can generate real-time insights and analysis across the Mezzi app.
💡Get Instant AI Analysis
See something interesting in your portfolio? Just tap the AI icon on any card to get instant, contextual insights:
You'll see insights like:
- Performance: Which accounts and stocks are driving your performance
- Allocation: Opportunities to diversify
- Concentration: Major changes in top holdings
- Top movers: Which sectors are winning and losing
The AI icon appears on cards throughout the app, including:
- Account overview
- Performance
- Top movers
- Dividend income
- Allocation
- And more
It's never been easier to get insight on your portfolio!
