Wealthfolio vs Mezzi
By Jay Rocco, Chief Editor, FullStack Alpha. Updated . Prices checked on each vendor's own site.
Quick answer
Wealthfolio 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: Wealthfolio ($2.99/mo vs $33.25/mo)
- Broader feature set: Wealthfolio (5 vs 3 core capabilities)
- MCP / AI connector: Wealthfolio (Only Wealthfolio has it)
- Broker connection: Wealthfolio (Only Wealthfolio has it)
- Mobile app: Wealthfolio (Only Wealthfolio has it)
Pick Wealthfolio if
- You want it inside Claude or ChatGPT
- You want it linked to your broker
- Private open-source portfolio tracking
- Retirement and FIRE planning
Pick Mezzi if
- Tax and retirement planning
- Whole-portfolio review
- DIY investors wanting advice
Side by side
| Feature | Wealthfolio | Mezzi |
|---|---|---|
| Starting price | Free, paid from $2.99/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 |
| MCP / AI connector | Yes | No |
| Mobile app | Yes | No |
Plans
Wealthfolio
- Wealthfolio: Free
- Connect Basic: $2.99/mo
- Connect Essentials: $7.99/mo
- Connect Duo: $12.99/mo
- Connect Plus: $24.99/mo (coming soon)
Mezzi
- Free: Free
- Advisory: $33.25/mo billed annually
- Concierge: $83.25/mo billed annually
Questions people ask
What is the main difference between Wealthfolio and Mezzi?
Wealthfolio does everything Mezzi does plus MCP / AI connector plus broker connection. Pick Mezzi only if its workflow suits you better.
Which is cheaper, Wealthfolio or Mezzi?
Wealthfolio has the cheaper paid plan: $2.99/mo for Wealthfolio vs $33.25/mo for Mezzi (monthly equivalent, checked Oct 2026).
Do Wealthfolio 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?
Wealthfolio goes deeper on AI with 2 AI features (AI chat assistant, MCP / AI connector).
Can I connect Wealthfolio or Mezzi to ChatGPT or Claude?
Wealthfolio offers an MCP server or official AI connector.
Is Wealthfolio or Mezzi better for active trading?
They are about even on active-trading features (alerts, scanning, signals and charts).
Should I use both Wealthfolio and Mezzi?
It can make sense. They overlap on only 3 core features, so one can fill gaps the other leaves.