Portfolios

A saved portfolio is a named allocation with its optimization config attached — the config is what makes it re-runnable. Anytime you save an Optimize result, or ask Norn AI to create one, you get a portfolio at

/portfolio/[id]

Requires Pro.

Creating a portfolio

Two paths:

• From the Optimize wizard — hit Save on the results page, name it, done.
• From Norn AI — "Save this as a portfolio called Semis Core." Norn AI creates the portfolio and returns a link to the new card.

Every portfolio lands on the Items page under the current workspace.

The portfolio page

• Title — click to rename; saves on blur. The rename propagates to the Items page and to future Norn AI responses.
• Configuration card — the same panel from Optimize Step 2 (objective, model, views, constraints). Editing dims the results below and enables Re-run.
• Weights — allocation table sorted by size.
• Efficient frontier — plotted with your portfolio point highlighted.
• Stats — Sharpe, expected return, volatility, sum of weights.
• Header — position count and strategy label (e.g. MEAN-VARIANCE · HIST).

Editing

• Change holdings — ask Norn AI to add or remove tickers, or re-run Optimize with a new ticker set and save over the same portfolio.
• Change views (Black-Litterman) — ask Norn AI to update your projections, or edit them inline on the configuration card and re-run.
• Change constraints — expand the configuration card, adjust min/max weight and long-only, hit Re-run.

Each re-run overwrites the computed weights but keeps the portfolio's ID, name, and history. If you want to keep both versions, save the new run under a new name.

Deleting

Open the ⋮ menu → Delete. Owner-only. Deletion is permanent — the config and computed weights are gone; ticker history in Norn AI is untouched but the referenced portfolio ID becomes stale.

Portfolio vs. plan

Both come out of the Optimize solver. The difference:

• A plan is any run you didn't save. It shows up in Items under All and eventually ages out.
• A portfolio persists indefinitely, is renameable, and can be edited or re-run by name from Norn AI.

If a plan turned out to be useful, open it and save. Otherwise ignore it — no cleanup required.

Ask Norn AI

Norn AI can manage saved portfolios end-to-end. Try:

• "Create a portfolio called Semis Core from NVDA, AVGO, TSM, AMD, MU."
• "Add PLTR to Semis Core and re-optimize for max Sharpe."
• "Set a Black-Litterman view on Semis Core: NVDA beats SPY by 5%."
• "Rename Semis Core to Chip Leaders."
• "Delete the Test Portfolio."

Build workflow: Optimize → save → talk about it.