Features
Everything Walnut does for your money.
An AI that reads your real portfolio and trades only when you approve.
Your read
Understand your money
See what you actually own.
Every account in one place.
Portfolio analysis
A keep, trim or exit read on every holding. Anything over 25% of the portfolio is flagged.
- Return
- 1Y vs S&P
- Momentum
- 1M 3M 6M
- Size flag
- >25%
- Account analysisEach account behind your brokers, with its value and return against the S&P 500.Read the Guide: Connect a brokerage to an AI assistant
- Outside accountsAdd the balance of a 401(k) or pension Walnut can't connect. It counts toward your goal.Read the Guide: Review your 401(k) with AI
- GoalsWalnut projects your portfolio to your date and shows if you land early or late.Read the Guide: Set investment goals with AI
Ask anything
An assistant that knows your portfolio.
AI financial guidance
Ask about your money in plain English.
- Plain English
- Remembers you
- Web research
- Photo upload
Claude and ChatGPT connector
Ask Claude or ChatGPT about your real holdings.
Invest on purpose
From an idea to an order.
Nothing is placed until you approve it.
- BuildThematic baskets and IdeasBuild a basket from a thesis, or start from an Idea.Learn moreRead the Guide: Thematic investing, the full guide
- BuyTrading with approvalBuys placed only after you approve them.Learn moreRead the Guide: AI investing without automatic trading
- Keep addingRecurring investmentsWeekly or monthly buys from cash at your broker.Learn moreRead the Guide: What is dollar-cost averaging?
- Stay on targetRebalancingEach holding's gap from target, and the trades back.Learn moreRead the Guide: How to rebalance your portfolio
- Keep the recordOrders and historyEvery order with its broker status. Pending counts for $0 until filled.Learn moreRead the Guide: The steps every order goes through
Stay on top
Hear about it before you go looking.
Walnut tells you only what's new.
- MovesSuggestions from your holdings and baskets, each with the reason.ConcentrationYou're 41% in chip stocksUnfundedAI Infrastructure, 9 daysLearn moreRead the Guide: When a portfolio needs changing
- Watches and alertsPrice levels, big daily moves, baskets off target, earnings and recaps. Checked hourly.PriceNVDA above $200EarningsAAPL reports ThursdayLearn moreRead the Guide: Build a watchlist with AI
- Daily UpdateOne email after the close with only what you haven't seen. None on a quiet day.After the close3 things since yesterdayLearn moreRead the Guide: See how your stocks are doing
What Walnut does, and what it doesn't.
Short answer
Walnut reads your brokerage accounts, shows how each holding compares with the S&P 500, and helps you build and buy baskets. It places an order only after you approve it.
Your money stays at your broker. At most brokers Walnut only reads, and you place orders yourself.
Read the full guide: What Walnut doesShort answer
Walnut is an AI financial advisor app, not a registered investment adviser. It gives you a read on your holdings, and the decision stays with you.
Walnut never holds your money and charges no fee on your assets.
Read the full guide: Is Walnut an AI financial advisor?A robo-advisor manages money for you. Walnut reads the portfolio you have.
Quick answers
- Is Walnut free?
- Yes, up to a per-session allowance. Walnut Unlimited removes the limit for $9.99 a month on the web.
- Does Walnut hold my money?
- No. Your money stays at your broker.
- Can Walnut trade without me?
- No. Every order, including a recurring one, needs your approval first.
- Which brokers work with Walnut?
- Over 30 brokers can be read. Public, Robinhood, E*Trade, tastytrade, Webull (US and Canada), moomoo, Questrade, Wealthsimple, Trading 212 and Stake also take approved buys.
Keep reading
Nothing here is a recommendation to buy or sell a security. Examples on this page are samples, not real accounts.
Connect your broker. See what Walnut sees.
About a minute. Your login stays at your broker.