AllInvestView vs Mezzi
By Jay Rocco, Chief Editor, FullStack Alpha. Updated . Prices checked on each vendor's own site.
Quick answer
AllInvestView does everything Mezzi does plus MCP / AI connector plus broker connection. Pick Mezzi only if its workflow suits you better.
Key differences
- Cheaper paid plan: AllInvestView ($8.99/mo vs $33.25/mo)
- Broader feature set: AllInvestView (7 vs 3 core capabilities)
- MCP / AI connector: AllInvestView (Only AllInvestView has it)
- Broker connection: AllInvestView (Only AllInvestView has it)
Pick AllInvestView if
- You want it inside Claude or ChatGPT
- You want it linked to your broker
- Tracking many brokers in one view
- Tax and capital gains reports
Pick Mezzi if
- Tax and retirement planning
- Whole-portfolio review
- DIY investors wanting advice
Side by side
| Feature | AllInvestView | Mezzi |
|---|---|---|
| Starting price | Free, paid from $8.99/mo | Free, paid from $33.25/mo |
| Free plan | Yes | Yes |
| Broker connection | Yes | No |
| AI chat assistant | Yes | Yes |
| Portfolio tracking | Yes | Yes |
| Managed portfolios | Yes | Yes |
| Crypto | Yes | No |
| Global markets | Yes | No |
| MCP / AI connector | Yes | No |
Plans
AllInvestView
- Free: Free forever
- Starter: $8.99/mo or $6.99/mo billed annually ($83.88/yr)
- Advanced: $14.99/mo or $11.99/mo billed annually ($143.88/yr)
- Pro: $29.99/mo or $24.99/mo billed annually ($299.88/yr)
Mezzi
- Free: Free
- Advisory: $33.25/mo billed annually
- Concierge: $83.25/mo billed annually
Questions people ask
What is the main difference between AllInvestView and Mezzi?
AllInvestView does everything Mezzi does plus MCP / AI connector plus broker connection. Pick Mezzi only if its workflow suits you better.
Which is cheaper, AllInvestView or Mezzi?
AllInvestView has the cheaper paid plan: $8.99/mo for AllInvestView vs $33.25/mo for Mezzi (monthly equivalent, checked Oct 2026).
Do AllInvestView or Mezzi have a free plan?
Both have a free plan.
Which is better for beginners?
Both target beginner users. Start with whichever has the free plan or trial so you can test before you pay.
Which has better AI features?
AllInvestView goes deeper on AI with 2 AI features (AI chat assistant, MCP / AI connector).
Can I connect AllInvestView or Mezzi to ChatGPT or Claude?
AllInvestView offers an MCP server or official AI connector.
Is AllInvestView or Mezzi better for active trading?
They are about even on active-trading features (alerts, scanning, signals and charts).
Should I use both AllInvestView and Mezzi?
It can make sense. They overlap on only 3 core features, so one can fill gaps the other leaves.