New in Mezzi: supercharged AI with web search, plus see your real sector exposure
Last updated: April 10, 2026
Web search supercharges AI Chat
It's impossible to keep up with everything that could impact your wealth. Tax law changes, politics shaking up markets, and the latest economic data shifting sentiment overnight.
You don't need to anymore. Mezzi AI can now search the web to answer your questions with the most current information available—you're no longer restricted to AI training data periods. This means you can ask about:
Taxes: "How could 2026 IRS rules for Roth contributions impact me?"
Politics: "How could the latest tariff announcements impact my portfolio?"
Economic data: "Did the latest inflation data impact my portfolio?"
Investment research: "Are there any analyst rating changes impacting my top holdings?"
One tip: Be specific about timeframe, such as this week, last month, 2026, etc.
What do you really own?
Your Allocation view now breaks out ETF and mutual fund holdings to show your true sector exposure. If you own an S&P 500 index fund like VOO alongside individual tech stocks, you'll now see your combined real exposure to Information Technology—not just the ETF as a single line item.
Navigate to Allocation for any account or tag to check it out.
Available now
Both updates are live for all Mezzi Members:
Open Mezzi's AI Chat and ask a question about current markets or recent news.
Go to your Portfolio view and check out the new Exposure X-Ray analysis.