Question: I'm looking for a service that helps me track and optimize my investment portfolio across multiple accounts.

Mezzi

If you're looking for a service to track and optimize your investment portfolio across multiple accounts, Mezzi is a standout option. Mezzi aggregates your investment accounts into a single view, providing AI-powered recommendations to optimize your portfolio. It offers features like personalized portfolio rebalancing, tax savings through advanced calculators, and AI-powered replacement suggestions to minimize fees and maintain exposure to sectors while avoiding IRS wash sale rules. The platform also ensures user privacy and security by not selling data to third parties, with pricing tiers that include a free plan and an Autonomous Wealth plan for $9.99/month.

Pluto

Another excellent choice is Pluto, which uses AI to offer intelligent portfolio management and real-time market data. Pluto responds to your investment questions instantly, drawing from over 40 sources like Zacks and Market Watch. It provides smart summaries and scheduled reminders to help you manage your portfolio effectively. You can link all your financial accounts to get a comprehensive view of your investments, with two pricing options: a free tier and a Pro tier for $8/month.

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