An AI assistant that knows your portfolio
Nu AI answers in the context of your actual holdings, not generic market commentary. Ask about your positions, signals, or any financial concept — and get a grounded, honest answer.
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Portfolio-aware answers
Nu AI reads your connected Schwab holdings before answering. Questions about your specific positions get specific answers.
Powered by Claude
Built on Anthropic's Claude — one of the most capable and honest AI models available, with built-in safety guardrails.
Never stores your data
Conversations aren't stored or used to train models. Your financial context stays in your session only.
Honest about limits
Nu AI tells you when it doesn't know, and never pretends to give personalised investment advice. Information only.