Invest on purpose
Turn an investing idea into a basket you can track.
Write a thesis, pick the stocks and set target weights, or start from one of 20 ready-made Ideas.
- Weights add up to 100%
- Charted vs the S&P 500
- 20 ready-made Ideas
AI infrastructure
Target weights
How it works
From a hunch to a basket
Start from an idea
Name a theme and the assistant drafts 5 or 6 stocks.
Set target weights
Weights must add up to 100%.
Compare with the S&P 500
Charted next to SPY, hypothetical until you invest.
Invest when you're ready
Pick an amount and approve the buys.
Ideas
Twenty ready-made baskets.
Each shows its holdings and how it tracked the S&P 500.
- Sectors and themes
Leaders in one trend.
AI · Cybersecurity · Space Tech
- Stock pickers' playbooks
Approaches from Buffett, Lynch and Greenblatt.
Coffee Can · GARP · Spin-offs
- Income and quality
Long dividend records.
Dividend Kings · Aristocrats
- Factor tilts
One fund with a tilt.
IWN · MTUM · USMV
Works well with
All featuresCommon questions about baskets.
Short answer
A small group of stocks or funds picked around one idea, such as AI infrastructure. In Walnut it has a written thesis, the holdings and a target weight for each.
The thesis records why you bought. The shares sit in your own brokerage account.
Read the full guide: What is thematic investing?Short answer
Name a company or theme and the assistant proposes 5 or 6 stocks, weights, a name and a thesis. Or fill in the form yourself.
An optional threshold sends an alert, at most weekly, when a funded holding moves that far from its target.
Read the full guide: How to build an investment thesis with AIShort answer
Ideas are 20 ready-made baskets on five shelves, from sector themes to factor tilts. Each shows its holdings and how it tracked the S&P 500.
Invest in one and it becomes your own basket to edit. A few, like Buffett Hathaway, are snapshots refreshed by hand.
20
Ready-made Ideas on the shelf
100%
What every basket's weights add up to
2 to 4
Baskets on one comparison chart
Short answer
Each basket is charted next to SPY. Before you invest, the line is hypothetical, from your target weights. After, it shows the return on what you bought.
Idea charts go back five years. The Compare page puts two to four baskets on one chart.
Read the full guide: How to compare your portfolio to the S&P 500ETF terms vary by fund; check its prospectus.
Quick answers
- Can I buy a basket at any broker?
- Walnut places buys at Public, a Robinhood Agentic account and eight more brokers, such as E*Trade. Elsewhere, buy at your broker and claim the holdings.
- Does a basket count stocks I already own?
- Only what you bought through it, or claim with "I bought these myself".
- Can I change a basket after investing?
- Yes, any time. The Rebalance tab drafts the trades back to target for you to approve.
- Are Ideas picked for me?
- No. The shelf is the same for everyone.
- Does it cost anything?
- No. Baskets and Ideas are free, with no fee on assets.
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.
Put your next idea into a basket.
Nothing is bought until you say so.