Mezzi offers a streamlined solution for managing multiple investment accounts. It provides detailed analysis and insights into your portfolio's performance, letting you see gains, losses, and tax implications for every stock. Its tools help avoid wash sales and ensure you stick to your investment strategy. Mezzi’s integration with major U.S. brokerages makes it easy to consolidate, track, and manage all your investments in one place, saving you time and optimizing your financial growth.

Investidor IA harnesses Python libraries like Pandas and Yahoo Finance to fetch and preprocess stock market data, while leveraging OpenAI’s GPT models to interpret complex financial metrics and generate actionable insights. It performs fundamental analysis—examining P/E ratios, revenue growth, and dividend yield—and technical analysis using moving averages and RSI. The agent also scrapes and analyzes news headlines for sentiment trends to gauge market mood. With a CLI interface, users define watchlists and risk preferences, receive CSV reports and visual plots, and get natural language summaries of portfolio health. Scheduled tasks automate daily updates and alerts via email or messaging. Its modular architecture allows integration with brokerage APIs for automated order execution, enhancing both research and trading workflows.