The AI investing app
for your portfolio.

Connect the broker you already use, then analyze your holdings, research ideas,
and invest, just by asking AI in plain English. Works with our assistant, Claude, or ChatGPT.

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 AI about your portfolio

Connect your broker and ask anything in plain English: how you're doing, where you're concentrated, what just changed. Grounded in your real holdings, not generic market talk.

Invest with AI

Explore an idea, let AI find the stocks that fit, and invest through the broker you already use. Every trade needs your approval.

Know where you stand

See how your investments are tracking against the market and what to adjust, so you're never guessing.

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 how to connect your brokerage to an AI assistant, the best AI robo-advisor alternatives, and which brokers have an AI assistant.

Explore Walnut

Guides, comparisons, ETF deep dives, and stock research, written for portfolio thinking, not ticker watching.

Your money stays with your broker

Walnut never custodies your assets. Your investments live at Fidelity, Public, Robinhood, Schwab, or whichever broker you already use, exactly the same way as before. We're the AI layer on top, not a custodian. If Walnut ever shut down, your positions would still be at your broker, 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.

    Walnut, The AI investing app for your portfolio