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Walnut is an AI investing app that connects your real brokerage and lets you analyze, invest and manage your stock portfolio by talking to it through Claude or ChatGPT or AI.

Website, pricing, platforms and company facts side by side.
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| Website | codegres.org | walnutinvest.com |
| Pricing | — | |
| Company | — | Startup from the United States · 1 - 9 employees · 2026 |
| Listed in |
In their own words, as submitted to SaaSHub.


No description of Codegres.org yet.
Walnut turns your real brokerage account into something you can talk to. Connect your broker, build thematic baskets around an investment thesis, and ask Claude or ChatGPT about your actual holdings through Walnut's MCP connector. It analyzes concentration, overlap, and performance versus the...
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As answered by people managing Codegres.org and Walnut Invest.
Walnut Invest's answer:
Walnut is an AI investing app that connects to your existing brokerageand lets you talk to your real portfolio through AI, Claude, ChatGPT, or its built-in assistant. Most AI tools can't see what you actually own, and robo-advisors take custody of your money; Walnut does neither. It's a portfolio-aware AI analyst that reads your actual holdings, shows how each is doing versus the market, and talks through where your portfolio could be heading, while you stay fully in charge of your strategy and your money stays at your broker. A standout feature is its per-user connector that lets you query your real positions directly from Claude Desktop.
Walnut Invest's answer:
Walnut Invest's answer:
Self-directed retail investors who already have a brokerage account and want to understand and analyze their portfolio without paying a financial advisor. They're comfortable picking their own stocks and funds, want an AI "second opinion," and are AI-curious (already using ChatGPT or Claude). It's for people who want to talk through their portfolio and stay in charge, they believe in manage their money for them, and not high-frequency day-traders.
Walnut Invest's answer:
Walnut grew out of a simple gap: millions of people have a brokerage account but no affordable way to actually understand what they own or get personalized analysis. a human advisor costs ~1% a year, and general-purpose AI is great at analysis but can't see your real portfolio. It began as a thematic-investing tool and evolved into an AI-first portfolio analyst: a layer that sits on top of your existing broker and turns AI into something that can read, analyze, and discuss your real holdings. The mission is to give everyday investors an AI financial assistant without the cost of a financial advisor.
Walnut Invest's answer:
Walnut is an early-stage consumer product, so its "customers" are individual self-directed investors rather than enterprise accounts, and it's still building its early user base.
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