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Connect your portfolio to LLMs for analysis and smarter investing decisions.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "com.walnutinvest/walnut" MCP server from askskill: Run: claude mcp add --transport http 'com-walnutinvest-walnut' 'https://walnutinvest.com/api/connector/mcp'
Please connect to my portfolio data and provide a brief analysis by asset class, concentration, and key risk exposures, then highlight the holdings I should watch closely.
A portfolio overview with holding structure, concentration risks, and key watchlist items.
Based on my portfolio, tell me which positions contribute most to overall volatility and explain why in simple terms.
An explanation of what drives portfolio volatility, including the positions with the biggest impact.
Using my current portfolio, create a review checklist to help me assess whether my allocation is too concentrated and whether it fits my long-term goals.
A structured review checklist for evaluating allocation quality and concentration risk.
Individual investors or analysts can connect a portfolio to Claude, ChatGPT, or Codex and inspect holdings and overall structure through natural-language questions. This reduces manual review work.
When users want deeper analysis of existing holdings, this tool serves as a data bridge for LLMs. It is suitable for identifying concentration risks, organizing watch items, and supporting investment decisions.
No documentation provided
Check the source repo for usage and examples.
It is an MCP tool that connects your portfolio to Claude, ChatGPT, or Codex so an LLM can help analyze holdings and support smarter investment decisions.
The provided description explicitly mentions Claude, ChatGPT, and Codex. For support of additional clients, see the source repository.
The provided materials do not include installation steps or say whether extra keys, brokerage accounts, or data permissions are required; see the source repository for prerequisites.
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