Walnut Invest connects to your brokerage account to analyze portfolio performance and risk, research stocks and funds, and suggest trades for your review.

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Walnut Invest is for self-directed investors who want to understand their portfolio and research investments without sorting through spreadsheets or financial jargon. Connect an existing brokerage account to see holdings and performance, then ask questions in plain English about returns, risk, concentration, or individual stocks and funds. You can use Walnut’s assistant or connect your portfolio to Claude or ChatGPT. For new investment ideas, Walnut can help research stocks and build portfolios around themes. It can also show orders to bring your holdings closer to a portfolio’s target weights; you review and approve each order before it is sent to your broker. Your investments stay in your brokerage account, so Walnut may suit investors who want AI-assisted research and portfolio analysis while keeping control of their decisions, rather than a hands-off managed portfolio.

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