Norn AI

Norn AI is Norn's built-in assistant. It reads your portfolio and Norn's quant database, and can create or edit saved portfolios on your behalf. It uses the same tools as the MCP server — anything you can ask from Claude Desktop, you can ask here.

Requires Pro. Free tier can see the chat shell but can't send messages.

Starting a chat

• New chat — click New chat in the sidebar or press Q. You'll get a fresh thread at
  codeCopy

  /chat/[chatId]

  .
• History — previous chats live in the sidebar, most recent first. Click to resume; message history and tool calls are persisted.
• + button — in the message composer, the + opens quick actions including Connect a brokerage (see Connect a brokerage), so you can wire up a new account without leaving the thread.

Suggested starter prompts appear on the empty state. Some good ones to try first:

• "What's my exposure to rate-sensitive tech?"
• "Which of my holdings has the best Sharpe ratio over the last year?"
• "Screen for large-cap ETFs with volatility under 15%."
• "Optimize a portfolio from my Fidelity account, max 25% per name."
• "Generate a report on NVDA."

What the assistant can do

Norn AI picks the right capability based on your question. In plain English, it can:

• Read your organizations, workspaces, accounts, positions, and 30-day transactions.
• Look up any ticker in Norn's universe — quant metrics, price history, correlations.
• Screen the universe by asset type, sector, or quant threshold.
• Optimize a portfolio (mean-variance or Black-Litterman) on the fly.
• Create, edit, rename, or delete saved portfolios in the current workspace.
• Generate a research report for a single company.

Results render as cards in the thread — e.g. a portfolio-creation response shows the resulting weights inline, with a link to open the new portfolio.

Context & scoping

Every chat is scoped to your current organization and workspace (set in the app's Settings page). The assistant knows which workspace it's in; when you ask about "my accounts", it lists accounts in that workspace only.

If you're a member of multiple orgs, you can ask the assistant to switch and confirm before doing anything cross-org.

Token usage

Norn AI is metered by AI tokens, refreshed monthly. Your current usage and the next reset date are visible on the Settings page.

• Long tool outputs (large transaction dumps, wide correlation matrices) cost more tokens.
• When you're near the limit, the meter turns amber at 80% and red at 95%.
• Hitting the limit blocks new messages until reset or a tier upgrade.

Persistence & privacy

• History is stored per chat and tied to your user account. Delete a chat to remove it from your history.
• Model providers — the assistant runs on a third-party foundation model. Providers are contractually prohibited from training on your data. See Security.
• What the model sees — only the messages you send and the results of tools it runs on your behalf. It doesn't scan files, other chats, or anything from your AI client.