How to see how your stocks are doing with AI

There are three different things people mean when they say they want to check their stocks:

• The glance. Daily, 30 seconds: am I up or down? What moved most?
• The check-in. Weekly, 5-10 minutes: what changed, what does it mean, is anything worth acting on?
• The review. Monthly, 30 minutes: how are my theses playing out, is my portfolio still aligned with my intent?

AI helps most with the second one, the weekly check-in. The glance you can do in your broker app. The deep review benefits from AI but also benefits from sitting with the data yourself.

1. Connect your broker and AI tool to Walnut

Sign up for Walnut, link your brokerage through SnapTrade, and connect your AI tool of choice (Claude Desktop, ChatGPT, etc.) using the API key from the Connections page.

2. The daily prompt (30 seconds)

Open your AI tool and ask: “What changed in my portfolio today? Top 3 movers and why.”The AI summarizes price action and pulls in any news that drove specific names. You get back to your day.

3. The weekly check-in (10 minutes)

Once a week, pick a fixed time, like Friday afternoon, run a longer conversation. Try this sequence:

• “How did my portfolio do this week vs SPY?”
• “Which of my baskets is leading and which is lagging?”
• “Any positions that drifted meaningfully from my targets?”
• “Anything in the news this week that affects what I own?”

4. Decide whether to act

Most weeks, the answer is “nothing.” That's healthy. If something is worth acting on, the AI walks you through what, and Walnut routes the actual order to your broker when you're ready.

Even without the AI, Walnut gives you a clean read on every basket: a chart against SPY, the contribution of each position, and exactly when you funded it. The AI conversation references all of that. So when you ask “how is my AI Infrastructure basket doing?”, the answer includes:

• Current value and weight in your total portfolio.
• Performance since you funded it, vs the same window for SPY.
• Which constituents are pulling the weight and which are lagging.
• Anything that drifted past your target weights.

• One stock doing all the work. If 60% of your basket's gain comes from one name, you don't have a basket, you have a single-stock bet with extras.
• Two baskets that move together. If your “AI Infrastructure” and “Semiconductors” baskets always rise and fall in unison, they may be the same theme in different costume.
• Quiet underperformance. A position that's slowly underperforming the basket for weeks may need a thesis check before it shows up as a big loss.