Understand your money
Every account you own, in one place.
See each account behind your brokers, with its value and its return against the S&P 500.
- Read-only by default
- Password stays at broker
- Works with 30+ brokers
Your accounts
4 accounts, 2 brokers
How it works
From one login to every account
Connect at your broker
You sign in on your broker's page. Walnut never sees the password.
Every account is listed
Each account gets its own row, with its value and positions.
Open one on its own
Its value, its return against the S&P 500 and its holdings by weight.
See what each can do
Each connection is marked Can place trades or Tracking only.
What a connection can do
Read in full everywhere. Buy only where it works.
Orders go out only after you approve them.
- Tracking only
You place orders at the broker.
Fidelity: 3 accounts, read
- Can place trades
Public, Robinhood (Agentic account) and eight more.
Public: buys you approve
- Read-only grant
Connected with view access only.
Reconnect to grant trading
Works well with
All featuresSeeing all your accounts together, answered plainly.
Short answer
The total across every broker you connect, then each account on its own: value, positions, return against the S&P 500 and what moved it.
Each account shows under the name your broker gives it.
Read the full guide: How to compare your portfolio to the S&P 500Short answer
An HSA and a Roth IRA have different jobs, even at the same broker. The read on your Roth comes from what the Roth holds.
Ask the assistant about your IRA and it answers from that account. If two could match, it asks which one.
Read the full guide: Types of investment accountsShort answer
Accounts at Public, Robinhood (through an Agentic account), E*Trade, tastytrade, Webull (US and Canada), moomoo, Questrade, Wealthsimple, Trading 212 and Stake can place orders you approve. Elsewhere you place orders yourself.
A connection granted with view access only can't trade. Reconnect with trading permission to change that.
Robinhood shows as up to two rows: the Agentic account Walnut can buy in, and your other Robinhood accounts together.
As of October 2026. Returns are price returns, since most brokers don't share what you paid.
Short answer
Walnut compares each day's change in value with what the holdings did in the market. The difference is money paid in or taken out, so adding $500 doesn't show as a gain.
This needs at least two days of history. The return against the S&P 500 works from day one.
Last 4
Digits of an account number shown
1 year
The longest window a return covers
$0
To connect and read your accounts
Quick answers
- Does Walnut see my broker password?
- No. You sign in on your broker's page, and Walnut never sees or stores it.
- Can Walnut move money between accounts?
- No. Walnut never holds or moves money. It only places orders you approve.
- What if I disconnect a broker?
- Walnut revokes its access at the broker and removes those holdings. You can reconnect any time.
- Can I add a 401(k) my broker doesn't connect?
- Yes, as an outside account with a balance you give. It counts toward net worth and goals.
- How often do my accounts update?
- After the close each weekday. The assistant pulls a fresh read first if yours is out of date.
- Does it show my full account numbers?
- No, only the last four digits, used to tell apart two accounts with the same name.
Keep reading
Which account is doing better?
Connect your brokers and ask how each account is doing.
Connect a brokerWalnut is an AI financial advisor app; it is not a registered investment adviser. Nothing here is a recommendation to buy or sell a security. Examples on this page are samples, not real accounts.
See every account you own, in one view.
Connect a broker in about a minute. Your login stays with it.