# Walnut: finance AI features and pricing

Fintech and startup assistants. Made by Napier Growth, Inc., United States. https://walnutinvest.com. Facts only, each with the product's own page and the date read, or "Not stated". No reviews, ratings or verdicts.

## Functionality and pricing

- Live quotes: No. Alerts run on delayed prices, checked hourly. (https://walnutinvest.com/help/what-does-walnut-do, read 2026-11-02)
- Company filings: Not stated
- Cited sources: Not stated
- Earnings calls: Partial. Flags upcoming earnings dates in alerts and recaps; reading transcripts not stated. (https://walnutinvest.com/help/what-does-walnut-do, read 2026-11-02)
- Your portfolio: Yes. Reads connected brokerage accounts (33 brokers) and gives a keep, trim or exit read per holding. (https://walnutinvest.com/help/what-does-walnut-do, read 2026-11-02)
- Trade execution: Yes. Every order, including recurring ones, needs the user's approval; placed at Public and eight other brokers. (https://walnutinvest.com/features, read 2026-11-02)
- Scheduled tasks: Partial. Fixed schedules: recurring buys, daily email after the close, hourly watches; user-defined research tasks not stated. (https://walnutinvest.com/features, read 2026-11-02)
- Price alerts: Yes. Alerts for price levels, big daily moves, baskets off target and earnings. (https://walnutinvest.com/features, read 2026-11-02)
- Markets covered: Yes. Brokers across the US, Canada, the UK, Europe, Australia and India; benchmark S&P 500. (https://walnutinvest.com/help/what-does-walnut-do, read 2026-11-02)
- Document upload: Partial. Photo upload listed; statements or spreadsheets not stated. (https://walnutinvest.com/features, read 2026-11-02)
- Mobile app: Yes. App Store and Google Play. (https://walnutinvest.com/features, read 2026-11-02)
- API or agent access: Partial. Connector for Claude or ChatGPT (read only, no order or money tools); no public API. (https://walnutinvest.com/help/what-does-walnut-do, read 2026-11-02)
- Free tier: Free: portfolio read, alerts, Daily Update and the assistant up to a per-session allowance (https://walnutinvest.com/help/what-does-walnut-do, read 2026-11-02)
- Entry plan: Walnut Unlimited, USD 9.99/month (web). Per month: $9.99/month (https://walnutinvest.com/help/what-does-walnut-do, read 2026-11-02)
- Top plan: Walnut Unlimited, USD 9.99/month (web). Per month: $9.99/month (https://walnutinvest.com/help/what-does-walnut-do, read 2026-11-02)
- Trial: Not stated
- Regions: Service offered to U.S. residents (terms) (https://walnutinvest.com/terms, read 2026-11-02)

Per month is the stated monthly price, or a twelfth of a yearly price, in the plan's own currency. ≈ USD, converted at ECB rates of 2026-11-02 (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/index.en.html).

## Product-track scores

None published yet.

Source: https://benchmarks.finance/products/walnut/

Created and maintained by Moneda.