Popular prompts: Delegations and monitoring

These prompts set up Delegations: agents that watch your accounts and alert you when something needs attention. Click any prompt to open it in Mezzi chat.

• Each day, cover the major news moving my portfolio.

• Let me know if my allocation to tech goes above 25%.

• Alert me when I have over $5,000 in idle cash.

• Make sure there's always enough cash in my checking account to cover my credit card balances.

• Every Friday, tell me the total balance across my checking, savings and credit card accounts.

• Each week, alert me to positions with losses I could harvest, with a suggested replacement.

• Alert me when my allocation drifts more than 5% from my target.

• I'm expecting an insurance claim payout. Let me know when it arrives in one of my linked accounts.