# Walnut (walnutinvest.com)

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

- Atlas card: https://inite.ai/en/atlas/walnutinvest.com
- Site: https://walnutinvest.com
- For: Retail investors with a brokerage account who want plain-English answers about their own portfolio
- Categories: finance
- Use not measured/100 · alive 100/100

## 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

## Price

- free, free plan (read 2026-10-16 on https://walnutinvest.com/pricing)

## For developers

- MCP server: com.walnutinvest/walnut (namespace; auth on 2026-10-16)
- Read 2026-10-16

## Your data

- Certifications stated: none
- Training on your data: no (https://walnutinvest.com/privacy)
- Read 2026-10-16

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Source: INITE Atlas, https://inite.ai/en/atlas/walnutinvest.com. JSON: https://inite.ai/api/atlas/walnutinvest.com. MCP: https://inite.ai/api/mcp (atlas_lookup).