Ask anything
Plain-English answers about the money you actually own.
Ask about one stock or your whole portfolio, and get answers from your real accounts.
- Remembers your profile
- Checks current news
- Reads a screenshot
Assistant
Is NVDA too big a part of my portfolio now?
It's 32% of everything you hold, your largest position by far. For a moderate-risk, 10-year plan, trimming toward 20% is one option. Want to see what that sells?
How it works
What happens when you ask
You ask, plainly
Type it, or attach up to 4 screenshots on the web.
It reads your accounts
Holdings, baskets, goal and orders, pulled live.
It checks the news
It searches the web for prices and headlines.
It answers with numbers
Every figure comes from your data or a search.
What it remembers
Tell it once and it won't ask again.
Settings lists every saved fact. Edit any of them or clear them all.
Risk tolerance
Conservative, moderate or aggressive.
Time horizon
How long the money can stay invested.
Experience
So answers land at your level.
What you want, and don't
Themes you like and stocks to avoid.
Works well with
All featuresCommon questions about the assistant.
Short answer
Walnut's built-in assistant answers money questions from your connected accounts, your investor profile and current news.
Ask "am I too heavy in tech?" and you get your own percentages back.
Read the full guide: Is Walnut an AI financial advisor?Short answer
Anything from one stock to your whole portfolio, including how a holding compares with the S&P 500 or how you are tracking toward a goal.
For example: "Which of my holdings are lagging the market?" or "Tell me when VIAV hits 50". It can set that alert or build a basket in the same reply.
It also reads your notifications, orders, Moves and recurring plans.
Read the full guide: What you can ask an AI financial assistantShort answer
When you mention your risk, horizon, experience or stocks to avoid, it saves them to your investor profile for next time.
It asks at most two questions per conversation. In Settings, a filled dot means you set a fact and a hollow dot means it was inferred.
2
Questions at most, per conversation
4
Photos per message, on the web
1 year
Before a saved fact is rechecked
Short answer
Yes, on the web. Attach up to four photos per message, such as a brokerage screen, a statement or a chart.
It uses what it reads in that conversation but never records it as holdings. The mobile app cannot attach photos yet.
Read the full guide: What you can ask an AI financial assistantAs of October 2026. Walnut places orders at Public, Robinhood (Agentic account) and eight more brokers.
Quick answers
- Is the assistant free?
- Yes, up to a per-session allowance. Walnut Unlimited, $9.99 a month on the web, removes the limit.
- Does it need my broker connected?
- No. Connecting one, read-only, lets it answer about what you own.
- Will it trade without asking me?
- No. It previews each order and places it only after you say yes.
- Can I correct what it remembers about me?
- Yes. Edit or clear any fact in Settings.
- Does it remember past conversations?
- Yes. Each one is saved, so you can pick up where you left off.
- Can I use it in Claude or ChatGPT instead?
- Yes, through Walnut's connector. Orders stay in Walnut.
Keep reading
Walnut 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.
Ask about the money you actually own.
Connect a broker when you want it personal.