The AI investing app
for your portfolio.

Talk to an AI that actually knows investing, and your portfolio, in plain English. Research any stock or fund, get an honest second opinion on what you own, and get guided every step, even if you are just starting out.

Claude Desktop
How is my portfolio doing, and am I too concentrated?
C

Up 6.2% over the last 3 months, about in line with the S&P 500. You're heavy in tech though, 48% of your holdings. Want a few ideas to diversify?

Yes, add some clean energy
C

Here's a starter mix you could invest in through your broker:

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Why Walnut is a different AI investing app

Most AI stock apps stop at chat. Walnut connects AI to your real portfolio.

Ask anything, in plain English

No jargon, no dashboards. Ask about a stock, a fund, or how you are doing, and get a straight answer from your real holdings.

Research without being an expert

Curious about a stock, an ETF, or a theme like AI? Walnut explains what it is, how it has done, and how it could fit you.

An honest second opinion on your portfolio

Connect your broker, read-only. Walnut tells you what is working, where you are over-concentrated, and how you track the market.

Guidance for beginners, depth for everyone else

New to investing? Walnut asks a couple of questions and walks you through it. Experienced? It goes deeper. You approve every move.

What will you ask?

Simple questions, powerful answers

How is my portfolio doing this month?

Which of my stocks are dragging my returns?

Find me ways to invest in clean energy.

Am I too concentrated in tech?

How it works

01

Connect your broker

Link the brokerage you already use, securely and read-only. Your holdings and live prices show up automatically.

02

Ask AI anything

Chat with Walnut's AI assistant (or Claude / ChatGPT) about your portfolio: performance, risk, what changed, or a stock you're curious about.

03

Invest with AI

Explore an idea, let AI find the stocks that fit, and invest through your broker. You approve every trade.

04

Track your progress

See how your investments are doing against the market over time, and what to adjust, all in plain English.

How to think about AI investing apps

Security, what AI investing apps actually do, and how Walnut connects ChatGPT or Claude to your real portfolio.

How secure is Walnut? Is my money safe?

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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. We connect to your broker (Fidelity, Public, Robinhood, Schwab, and others) through SnapTrade, a regulated broker-integration provider, so your brokerage credentials never touch 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.)

How can I invest using AI?

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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.

Can I use ChatGPT or Claude for investing?

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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.

What is the best AI chat alternative to a robo-advisor?

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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.

How can I analyze my portfolio with AI?

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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.

More in our guides, including the best AI investing apps, how to connect your brokerage to an AI assistant, the best AI robo-advisor alternatives, which brokers have an AI assistant, and the best stocks to invest in 2026.

Your money stays with your broker

Your investments stay at Fidelity, Public, Robinhood, Schwab, or whichever broker you already use. Walnut is the AI layer on top, not a custodian. If it shut down tomorrow, your positions would be untouched.

We never see your credentials

Broker connections go through SnapTrade, a regulated aggregator. Your brokerage password never reaches Walnut's servers.

No trade without your approval

Every order is reviewed and confirmed by you in the Invest dialog. Walnut never trades on your behalf.

If Walnut shuts down, you keep everything

Your positions live at your broker, not at Walnut. Worst case, you stop using us. Nothing else changes.

Create your free Walnut account

Connect the broker you already use, then ask questions about your real holdings. Free to start, read-only by default, and no trade happens without your approval.

Free to start
Read-only by default
Your money stays at your broker