How to Create AI-Powered Notifications in Mezzi

Last updated: June 19, 2026

Overview

Mezzi’s AI-powered notifications help you monitor the financial changes that matter most, beyond just stock price alerts. You can set up alerts for cash balances, portfolio allocation drift, large holdings, and specific investment themes, then have Mezzi notify you automatically when something becomes relevant.

🧭 Steps to Create a Notification

Check out this Youtube video or follow the steps below to create a new notification:

  1. Open the Notifications section.

  2. Review your active notifications and the previews of the updates you’ll receive.

  3. Open AI Chat and describe what you want to monitor in plain English.

For example:
“Every Friday, let me know the cash balance in my checking accounts, savings accounts, and credit card accounts.”

Mezzi will interpret your request, identify the relevant accounts, and create the notification automatically.

💡 Why This Matters

Not every important financial change is tied to a stock price. Mezzi notifications help you stay on top of the things that actually matter to your financial picture, such as:

  • Cash building up in your accounts

  • Portfolio drift from your target allocation

  • Changes in exposure to a specific investment theme

  • Daily portfolio summaries

  • Updates on your largest holdings

The goal is not to create more alerts — it is to surface useful information when it becomes relevant.

Important Notes:

  • You can currently create up to five custom notifications.

  • Additional notifications are planned for future releases.

  • Notifications can currently be delivered by email and as push notifications on iPhone.

  • You can also manage existing notifications through AI Chat by asking Mezzi to remove one.

    • For example:
      “Remove my AI exposure monitor.”

🗨 Need Help?

If you run into any issues creating or managing notifications, contact help@mezzi.com and we’ll help you set them up.