Quickstart

Get from zero to your first AI-driven insight in about five minutes.

1. Create your account

Head to www.norndata.ai and sign up. You'll get a default organization and workspace — the two-level namespace Norn uses to scope your data. Solo investors can safely ignore this and just use the defaults.

New accounts start on the BASIC tier, which lets you sign in and see the shell. Per-ticker analytics, brokerage syncing, and saved portfolios require Pro. Upgrade from Settings → Subscription.

2. Connect a brokerage

From the Items page, click + Add item → Connect account. This opens a secure aggregation flow (provided by SnapTrade) that walks you through logging into your brokerage. See Connect a brokerage for the full walkthrough and the exact permissions requested.

Norn only ever requests read-only access. You can disconnect any account at any time from the same page.

3. Explore your holdings

Once the sync completes, your positions appear under Items and each brokerage gets its own page at

/account/[accountId]

• Current positions with market value, weight, and P&L
• Performance stats joined with Norn's quant data (Sharpe, expected return, volatility)
• Recent activity (buys, sells, dividends, transfers)

4. Ask the AI

Open a new chat from the AI button. Norn's assistant has read access to your organization, so questions like:

• "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%."

...will run against your actual data. See Available tools for the full list of things the assistant can do.

5. Try Norn from Claude

If you use Claude Desktop or Claude Code, you can connect the same assistant there via Norn's MCP server. Setup is a one-command install; auth is a browser OAuth flow.

That's the loop. From here, dive into Portfolio optimization, the Screener, or the full MCP setup guide.