The AI investing app that knows your portfolio

Your money stays with your broker, not with Walnut. Walnut never custodies your assets, never holds your funds, and never places trades without your explicit approval. Walnut connects to your broker (Fidelity, Public, Robinhood, Schwab, and others) securely, so your brokerage login stays with your broker and never touches Walnut's servers. If Walnut ever shut down, your positions would still be at your broker, completely untouched. (For the full breakdown, see our 'Is Walnut safe?' guide.)

Sign up for an AI investing app like Walnut, connect your brokerage, and describe what you want to invest in. The AI researches the relevant stocks, suggests how much to put in each, and invests it through your own broker once you approve. You can then ask the AI how it is doing, what to adjust, or to research new ideas, all grounded in your real positions, not generic market commentary.

Yes. Walnut connects ChatGPT and Claude to your real brokerage account so the AI can see your actual holdings, not just generic market data. Add Walnut's MCP connector (its server URL is https://walnutinvest.com/api/connector/mcp) in ChatGPT, Claude, or Codex, sign in with a free Walnut account, and approve read-only access. Then you can ask either AI to analyze your portfolio, research and invest in new ideas, or compare performance, all grounded in your live positions. You still approve any trade.

Robo-advisors like Betterment and Wealthfront automate a portfolio and hold your money for you. An AI chat alternative keeps you in control and talks you through decisions on the brokerage you already own. Walnut is built for this: connect your existing broker and analyze and manage your investments by chatting through Claude, ChatGPT, or a built-in assistant, read-only by default with every trade approval-gated. It is the option to know if you want conversation and control instead of hands-off automation.

Walnut is a brokerage-connected AI assistant built for exactly this. You link most major US brokers (Fidelity, Schwab, Robinhood, Public, and others), then talk to your real portfolio through ChatGPT, Claude, or a built-in assistant, read-only by default. Several brokers now offer their own AI connector, but each one covers only that broker. Walnut is one connection across the brokers you use, so you can bring your own AI assistant to all of them, with every trade approval-gated.

An AI investing app like Walnut connects to your broker and reads your real positions. You can ask Walnut's AI (or Claude / ChatGPT) questions like 'how is my portfolio doing this week?', 'which positions are dragging returns?', or 'am I too concentrated in tech?'. Every answer is grounded in your live portfolio, not stale screenshots.