PortfolioPilot vs Mezzi
By Jay Rocco, Chief Editor, FullStack Alpha. Updated . Prices checked on each vendor's own site.
Quick answer
PortfolioPilot does everything Mezzi does plus fundamentals plus broker connection. Pick Mezzi only if its workflow suits you better.
Key differences
- Cheaper paid plan: PortfolioPilot ($20/mo vs $33.25/mo)
- Broader feature set: PortfolioPilot (5 vs 3 core capabilities)
- Broker connection: PortfolioPilot (Only PortfolioPilot has it)
Pick PortfolioPilot if
- You dig into financials and valuation
- You want it linked to your broker
- Net worth and portfolio tracking
- Tax loss harvesting help
Pick Mezzi if
- Tax and retirement planning
- Whole-portfolio review
- DIY investors wanting advice
Side by side
| Feature | PortfolioPilot | Mezzi |
|---|---|---|
| Starting price | Free, paid from $20/mo | Free, paid from $33.25/mo |
| Free plan | Yes | Yes |
| Broker connection | Yes | No |
| AI chat assistant | Yes | Yes |
| Fundamentals | Yes | No |
| Portfolio tracking | Yes | Yes |
| Managed portfolios | Yes | Yes |
Plans
PortfolioPilot
- Free: Free
- Gold: $20/mo annual or $29/mo monthly
- Platinum: $49/mo annual or $99/mo monthly
- Pro: $99/mo annual or $149/mo monthly
Mezzi
- Free: Free
- Advisory: $33.25/mo billed annually
- Concierge: $83.25/mo billed annually
Questions people ask
What is the main difference between PortfolioPilot and Mezzi?
PortfolioPilot does everything Mezzi does plus fundamentals plus broker connection. Pick Mezzi only if its workflow suits you better.
Which is cheaper, PortfolioPilot or Mezzi?
PortfolioPilot has the cheaper paid plan: $20/mo for PortfolioPilot vs $33.25/mo for Mezzi (monthly equivalent, checked Oct 2026).
Do PortfolioPilot 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?
They are level on AI depth (1 AI features each). PortfolioPilot: AI chat assistant. Mezzi: AI chat assistant.
Can I connect PortfolioPilot or Mezzi to ChatGPT or Claude?
Neither offers an MCP server or a public API right now.
Is PortfolioPilot or Mezzi better for active trading?
They are about even on active-trading features (alerts, scanning, signals and charts).
Should I use both PortfolioPilot and Mezzi?
It can make sense. They overlap on only 3 core features, so one can fill gaps the other leaves.