Mezzi Wealth 4+
AI portfolio and tax guidance
StockTalk, Inc
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- Free
- Offers In-App Purchases
iPhone Screenshots
Description
"I love the AI insights and the simplicity. There is just enough info. Mezzi has helped me make important changes to my portfolio. I haven’t found anything else like it."
Mezzi is a smarter, AI-powered way to build wealth. Access insights previously reserved for those with expensive wealth advisors. Use Mezzi's personalized steps to uncover hidden risk, save on capital-gains taxes, cut fund fees, increase passive income, and optimize your portfolio allocation—all while keeping every investment account exactly where it is.
Members have saved thousands of dollars, discovered new investments, reduced portfolio risk, and saved precious time managing money.
KEY FEATURES
ALL OF YOUR FAMILY’S INVESTMENTS IN ONE PLACE
Securely link hundreds of U.S. brokerages, trading platforms, and bank accounts — including Fidelity, Vanguard, Charles Schwab, Robinhood, E*TRADE, TD Ameritrade, Chase, Bank of America, and more — to compare performance and allocations across assets. Invite family members to collaborate and make decisions together. Then, start building wealth with Mezzi’s actionable insights:
REAL-TIME PERSONALIZED INSIGHTS
Mezzi proactively surfaces the largest opportunities to grow wealth and optimize your portfolio, with fresh daily updates.
MEZZI AI CHAT
The most powerful way to talk to your portfolio. Ask:
“What are my tax-saving opportunities?”
“How much will my portfolio be worth in 30 years?”
“What were my top-performing stocks this week?”
Free users get one Mezzi AI Chat session per day.
SAVE ON TAXES (Powered by AI)
Managing investment taxes is complicated. Mezzi's advanced calculators and AI-powered suggestions decode wash-sale rules, optimize lot harvesting, and project annual liabilities in seconds.
CUT OUT EXPENSIVE FEES (Powered by AI)
Mezzi’s AI recommends lower-cost ETFs or index funds with the same exposure, helping you save thousands and maximize returns.
REBALANCE YOUR PORTFOLIO
Mezzi's allocation and concentration insights help you rebalance and put idle cash to work. Good-bye calendar reminders — hello automatic wealth building.
FREE TO GET STARTED
Add your accounts and instantly see top movers, performance vs. benchmarks, sector exposure, concentration, dividend income, and more. Download Mezzi today and start building wealth faster.
14 Day Trial
Add your accounts and instantly see top movers, performance vs. benchmarks, sector exposure, concentration, dividend income, and more. Download Mezzi today and start building wealth faster.
*MEZZI MEMBERSHIP*
-Real-time AI prompts to build wealth
-Unlimited Mezzi AI Chat
-Discover hidden risk across accounts
-Advanced performance analysis
On average, Mezzi surfaces over $1,000 in annual tax & fee savings
Privacy Policy: https://www.mezzi.com/privacy-policy
Terms of Use: https://www.mezzi.com/terms-of-use
All trademarks are property of their respective owners and do not imply endorsement.
What’s New
Version 1.48.7
Bug fixes and enhancements.
Ratings and Reviews
Great Insights
A smart alternative to just opening your brokerage statement and going “huh?” Mezzi not only aggregates all your investment and bank accounts, it gives you insights on what you’re invested in and whether you could be doing better. Wonder if your direct investments overlap with the ETFs you own? Mezzi will tell you. Want to know if the overseas investment ETF is exposed to currency movements or is hedged? Ask Mezzi’s AI tool and, if you are don’t like the answer, ask if there’s another investment that might do a better job of hedging. I did, and there was. This is just the start of the journey Mezzi can help you take to a better investing future.
Great app for tracking investment and gain insights through generative AI
Mezzi is a great app for helping me keep all my investments and different accounts in one place for tracking and gain insights. The UI is smooth and beautiful. Great customer support along the way. The advanced features like X-rays to find hidden holdings, expense ratio comparisons for similar ETFs, tax loss harvesting strategies and more AI insights have been helping me gain more understanding of my portfolio too. Highly recommended.
Great app
I’ve been using this app for a few months now. I have several different accounts and it’s pain to manage my exposure. But when Mezzi I see all my risk and concentration and can make changes to my portfolio. The interface is sleek and easy to navigate. Highly recommend you to download and try it, you won’t be disappointed.
App Privacy
The developer, StockTalk, Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Location
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- StockTalk, Inc.
- Size
- 96.9 MB
- Category
- Finance
- Compatibility
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- iPhone
- Requires iOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Languages
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English
- Age Rating
- 4+
- Copyright
- © 2023 StockTalk, Inc.
- Price
- Free
- In-App Purchases
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- Mezzi Premium Annual $199.00
- Mezzi Premium $12.00
- Mezzi Premium Semi Annual $119.99