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Walnut

Reads your linked brokerage holdings and answers portfolio questions, comparing returns to the S&P 500 and staging trades for approval.

Free

FinanceFor consumersChat assistantAnalytics
walnutinvest.com ↗
Open walnutinvest.comAlternativesSet it up for my teamIs Walnut yours? Claim the card →
At a glanceswept Oct 14, 2026

≈ 9kvisits/mo

Use not read yet · estimate, read Oct 14, 2026

For
Retail investors with a brokerage account who want plain-English answers about their own portfolio
Price
Freepricing page, read Oct 16, 2026
Used for
  • Check portfolio returns against the S&P 500
  • Spot over-concentration in tech holdings
  • Decide whether to keep, trim or watch individual stocks
read off walnutinvest.com on Oct 16, 2026
Worth knowingcomputed from what we read · each with its source
Pricingpricing page, read Oct 16, 2026

Free

pricing page

The companyeach fact with its source · read Oct 16, 2026
Your datawhat they publish, each line with its page · read Oct 16, 2026

“Anthropic processes the data to produce the answer and, under the commercial API terms Walnut is billed on, does not use it to train their models.”

privacy policy ↗

These are Walnut's own statements, read from its pages. We did not audit them. A line that is missing was not found on the pages we read; it does not mean the practice is absent.

How a program reaches itfound, not claimed · read Oct 16, 2026
  • MCP servercom.walnutinvest/walnutverified in the MCP registry
  • Stateanswers, requires sign-inchecked 2026-10-16
  • Address to connectwalnutinvest.com/api/connector/mcp
  • MCP docswalnutinvest.com/mcpthe vendor's page ↗

MCP server details →

This card as JSON, for your agent →

Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.

Alternatives in Financeby use, among tools still maintained

Figure and bar: visits/mo, estimate · year: online since

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Questions this page answers
  • What is Walnut?

    Reads your linked brokerage holdings and answers portfolio questions, comparing returns to the S&P 500 and staging trades for approval. It is listed in the Atlas under Finance.

  • Who is Walnut for?

    Retail investors with a brokerage account who want plain-English answers about their own portfolio

  • How much does Walnut cost?

    Walnut is free, per its pricing page on 2026-10-16.

  • Is Walnut free?

    Yes: Walnut is free, per its pricing page on 2026-10-16.

  • Does Walnut train AI on your data?

    Its privacy policy speaks for its AI providers rather than for Walnut itself (2026-10-16): “Anthropic processes the data to produce the answer and, under the commercial API terms Walnut is billed on, does not use it to train their models.”

  • How do I cancel Walnut?

    In its own words (terms of service, 2026-10-16): “You can cancel at any time from Settings, under Plan (“Manage or cancel subscription”), or by writing to hello@walnutinvest.com .”

  • What are alternatives to Walnut?

    In Finance, by use: Longbridge, Trade It, Fair Value Calculator, Era, StockPro, Quantral.

How we read a tool

No votes, no reviews, no vendor claims. Every week a crawler reads each tool's own site and a few public registries, and the words on the card are bands over what it read.

  • Use: visits to the site (estimated), installs from npm and PyPI, presence in Chrome's usage report.
  • Activity: the newest release on GitHub, npm or PyPI; the newest dated page on the site; open roles on a public jobs board.
  • Price: the vendor's own pricing page, read with the date. A figure is printed only when it is on that page.
  • The line and the use cases are written by us from the homepage, one tool at a time, and refused when they repeat the vendor's marketing.

How AI assistants read each site — the reading vendors ask us about — is on each tool's own visibility page.