Walnut: AI Portfolio Manager

Walnut Invest

About this app

Walnut is an AI investing app that knows your portfolio. Connect the brokerage account you already have, ask anything in plain English, and get answers about your actual money instead of generic market commentary.

AI PORTFOLIO MANAGEMENT, IN PLAIN ENGLISH
How am I doing this month? Where am I over-concentrated? What just changed? Walnut reads your live holdings and answers, then explains its reasoning. It is AI portfolio management for people who want to understand their own decisions rather than hand them over.

AN HONEST SECOND OPINION ON WHAT YOU OWN
Connect your broker read-only and get a clear read on your portfolio: which holdings are beating the market, which are lagging and worth a second look, where your money is concentrated, and what moved today. No spreadsheets, and no hopping between apps to piece it together.

RESEARCH ANY STOCK OR FUND WITHOUT BEING AN EXPERT
Look up any company or ETF and understand what it does, how it has performed, and what to watch. Walnut pulls live market data and adds context from the web when it helps, so you are not reading a summary written five years ago.

IF YOU ARE LOOKING FOR AN AI FINANCIAL ADVISOR
Most people cannot justify a traditional financial advisor at their account size, and a general purpose AI chatbot has never seen their holdings. Walnut sits in between. It is not an AI investment advisor that takes discretion over your money. It is an AI portfolio manager and research assistant that has your real positions in front of it, explains what it sees, and leaves every decision to you. Walnut is not a registered investment adviser and does not provide personalized investment advice.

INVEST IN IDEAS, NOT JUST TICKERS
Browse curated investment playbooks built around themes like AI infrastructure, dividend growth and market resilience. Adopt one in a few taps, or build your own thematic group with target weights and track it against the S&P 500. When the weights drift, Walnut shows you what a rebalance would look like before you place anything.

YOUR BROKER STAYS YOUR BROKER
Walnut connects to the brokerage you already use. Place orders through brokers such as E*Trade, Public, tastytrade, Webull, Questrade and Wealthsimple, or track holdings from Fidelity, Schwab, Vanguard, Interactive Brokers and Robinhood. Your money and your shares never leave your own brokerage account. Walnut is the intelligence layer on top: you approve every order, it is placed at your broker, and you can disconnect anytime.

BUILT FOR PEACE OF MIND
- Secure connection through a regulated aggregator, so Walnut never sees your brokerage password
- Read-only by default, and every trade needs your explicit confirmation
- Walnut never holds, moves, or has access to your money
- Delete your account and all of your data anytime, right from Settings

WHO IT IS FOR
Beginners who want guidance one question at a time, and experienced investors who want a faster way to check concentration, performance against the market, and what changed this week. Free to use.

Walnut is not a registered investment adviser, a broker-dealer, or a bank. AI responses are informational analysis, not investment recommendations or personalized advice. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results.

What’s new

Your phone now shows everything the web app does.
- Notifications when an order fills or a recurring investment cannot go through
- Set up recurring investing from the Invest screen
- See your whole brokerage account, kept in step automatically
- The assistant can now connect your broker and place orders, and replies as it types
- Track holdings you bought yourself at a read-only broker
- Goals, drift, rebalancing and a clearer read on every position