How to Update AI Personalization in Mezzi

Last updated: July 15, 2026

Overview

Personalizing Mezzi helps the AI provide advice and insights that are tailored to your unique financial situation, goals, investing style, and preferences. By sharing information such as your financial goals, risk tolerance, investment knowledge, and communication preferences.

Mezzi can deliver more personalized recommendations and more relevant analysis. You can update your AI personalization either from your Profile or directly through AI Chat.

🧭 How to Update AI Personalization

Option 1: Update from your Profile

  1. Go to the Profile tab.

  2. In the Financial profile section, select AI personalization.

  3. Type your update in the text field.

  4. Click Save.

Option 2: Update through AI Chat

  1. Open AI Chat.

  2. Ask the AI to add or update your AI personalization.

  3. Review the changes.

  4. Click Save.

This works the same way for the Additional Information/Notes section on the Profile page (such as the Assumptions notes). Instead of editing it manually, you can simply tell the AI what you’d like to add or change, review the update, and save it.

💡 Why This Matters

  • AI personalization helps Mezzi better understand your goals, preferences, and investing style so it can provide more relevant analysis and insights.

  • Once updated, your personalization should be reflected in your future AI responses, analysis, and insights moving forward.

Important Notes

  • You can update AI personalization at any time.

  • Changes should carry forward into future AI conversations.

  • If you update it through AI Chat, make sure to review the changes before saving.

🗨 Still Need Help?

If your AI personalization is not saving or is not reflected in your analysis, email help@mezzi.com and include:

  • A screenshot of the personalization section

  • The text you tried to save

  • A brief description of what is not updating