
Walnut: AI Investing App
Financial Advisor & Portfolio
0 ratings
Free
Rating summary
About
Walnut is an AI investing app and AI financial advisor that knows your real portfolio. Connect the brokerage account you already have, ask anything in plain English, and get answers about the stocks and funds you actually own, not generic market commentary.
YOUR PORTFOLIO, ANALYZED BY AI
How am I doing against the S&P 500? Where am I too concentrated? What moved today, and why? Walnut reads your live holdings and answers with its reasoning shown. It is a portfolio tracker and a portfolio analyzer in one: performance against the market, concentration risk, and what changed this week, with no spreadsheet.
KEEP, TRIM OR EXIT? SEE THE FULL PICTURE
Ask about any holding and Walnut lays out your position, what Wall Street analysts expect (with the source and the date), and two or three options that fit your situation. You make the call.
AI STOCK ANALYSIS FOR ANY TICKER
Research any company or ETF: what it does, how it has performed, analyst price targets, upcoming earnings, and what to watch. Live market data, with context from the web when it helps.
ALERTS THAT KNOW WHAT YOU OWN
Say "let me know if NVDA drops below $150" or "send me a recap every Monday" and Walnut keeps watch, then sends you a notification when it happens.
INVEST IN IDEAS, NOT JUST TICKERS
Browse investment ideas built around themes like AI infrastructure and dividend growth, or describe your own. Walnut builds a basket with target weights, tracks it against the S&P 500, and shows the trades that would bring it back to target. Set up a recurring investment, weekly or monthly, using cash already in your brokerage account.
WORKS WITH THE BROKER YOU ALREADY USE
Your broker's app shows you balances. Walnut gives you an AI that can read them. Place the orders you approve at brokers that support trading, or connect read-only to track and analyze your holdings. Your money and your shares never leave your brokerage account.
AN AI INVESTING APP, NOT JUST A CHATBOT
A general AI chatbot has never seen your holdings. A traditional financial advisor is hard to justify at most account sizes. Walnut sits in between: an AI investing app with your real positions in front of it, that explains what it sees and leaves every decision to you.
BUILT FOR PEACE OF MIND
- Walnut never sees your brokerage password
- Read-only by default, and every trade needs your confirmation
- Walnut never holds or moves your money
- Delete your account and all of your data anytime, right from Settings
WHO IT IS FOR
New investors who want answers one question at a time, and experienced investors who want a faster read on performance, concentration and risk. Free to download.
Walnut is not a registered investment adviser, a broker-dealer, or a bank. AI responses are informational analysis, not personalized investment advice. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results.
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What's New in Walnut
1.4.6
November 10, 2026
- Upgrade to Walnut Plus when you reach the free assistant limit (US). - Broker sign-in warnings only appear once the problem is confirmed. - Bug fixes and improvements.
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